PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN (EIN 04-1641320)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-17
- IRS object ID
- 202510489349300636
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-17T09:56:11-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BRAINTREE HL OFFICE PARK STE 300 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041641320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPRIETORS OF MOUNT AUBURN CEMETERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROP | BusinessNameControlTxt |
| Phone | 6176071924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021385517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW STEPHENS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6176071924 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7813562000 | PhoneNum |
| Preparation | 2025-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW STEPHENS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021385517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,104,224 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MOUNTAUBURN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1831 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | MOUNT AUBURN CEMETERY INSPIRES ALL WHO VISIT, COMFORTS THE BEREAVED, AND COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $100,814 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $88,184 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,367,921 | PYContributionsGrantsAmt |
| CY Contributions Grants | $398,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,709,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,579,903 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,400,640 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,401,620 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,134,460 | PYOtherRevenueAmt |
| CY Other Revenue | $3,327,760 | CYOtherRevenueAmt |
| PY Total Revenue | $14,612,512 | PYTotalRevenueAmt |
| CY Total Revenue | $18,707,864 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,086 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,966,702 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,157,964 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,832,349 | PYOtherExpensesAmt |
| CY Other Expenses | $8,272,182 | CYOtherExpensesAmt |
| PY Total Expenses | $16,803,137 | PYTotalExpensesAmt |
| CY Total Expenses | $18,430,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,190,625 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $277,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $287,571,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,946,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,818,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,742,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $284,753,164 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $304,203,465 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | REFLECTING THE 1831 VISION OF ITS FOUNDERS, MOUNT AUBURN COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY AND TRANQUILITY; PROVIDING COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE; PROTECTS AND IMPROVES ITS HISTORIC LANDSCAPE, MONUMENTS, ARCHITECTURE, HORTICULTURE AND NATURAL RESOURCES, AND; PROVIDES COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS IN SO FAR AS SUCH SERVICES ARE CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | COMMEMORATE THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROTECT AND IMPROVE MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW STEPHENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175477105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MATTHEW STEPHENS | ||||||||
| PRESIDENT & CEO | 53.20 | 0.04 | Yes (X) | Yes (X) | $371,187 | $0 | $59,822 | |
| ROBERT AIRASIAN | ||||||||
| TRUSTEE | 0.12 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZA ANDERSON | ||||||||
| TRUSTEE | 0.88 | 0.06 | Yes (X) | $0 | $0 | $0 | ||
| TODD BASNIGHT | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY LEARD COOLIDGE | ||||||||
| TRUSTEE | 0.37 | 0.04 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CORCORAN | ||||||||
| TRUSTEE | 0.56 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN HARA | ||||||||
| CHAIR | 3.14 | 0.04 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES HUNNEWELL | ||||||||
| TRUSTEE | 0.52 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA JACOBY | ||||||||
| TRUSTEE | 0.89 | 0.04 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA JAO | ||||||||
| TRUSTEE | 0.46 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KUENSTNER | ||||||||
| TRUSTEE | 0.94 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP LAIRD | ||||||||
| SECRETARY | 0.56 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES LEVITTT | ||||||||
| TRUSTEE | 0.63 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA MANN | ||||||||
| TRUSTEE | 0.66 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN MCDONNELL | ||||||||
| TREASURER | 0.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN MEAD | ||||||||
| TRUSTEE | 0.73 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY MORRIS | ||||||||
| TRUSTEE | 0.76 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE MORTIMER | ||||||||
| TRUSTEE | 0.48 | 0.04 | Yes (X) | $0 | $0 | $0 | ||
| NEILS PEETZ-LARSEN | ||||||||
| TRUSTEE | 0.42 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PEISER | ||||||||
| TRUSTEE | 0.33 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANKLIN REECE | ||||||||
| TRUSTEE | 0.74 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH BROWN | ||||||||
| VP INSTITUTIONAL ADVANCEMENT | 49.00 | 1.00 | Yes (X) | $241,144 | $0 | $22,548 | ||
| ANN SWEENEY | ||||||||
| VP PEOPLE & CULTURE | 49.00 | 1.00 | Yes (X) | $202,495 | $0 | $48,913 | ||
| BREE HARVEY | ||||||||
| VP CEMETERY & VISITOR SERVICES | 49.00 | 1.00 | Yes (X) | $189,123 | $0 | $41,155 | ||
| RONNIT BENDAVID-VAL | ||||||||
| VP HORTICULTURE | 49.00 | 1.00 | Yes (X) | $198,758 | $0 | $11,562 | ||
| CHARLES FRASER | ||||||||
| VP OF PRESERVATION & FACILITIES | 49.00 | 1.00 | Yes (X) | $168,725 | $0 | $53,179 | ||
| MARGARET WINSLOW | ||||||||
| CURATOR OF HISTORICAL COLLECTIONS | 40.00 | 0.00 | $125,954 | $0 | $24,891 | Yes (X) | ||
| JAMES HOLMAN | ||||||||
| DIRECTOR OF CEMETERY DEVELOPMENT | 40.00 | 0.00 | $110,456 | $0 | $37,882 | Yes (X) | ||
| AMANDA BOSCIA | ||||||||
| DIRECTOR OF CEMETERY SERVICES | 40.00 | 0.00 | $106,599 | $0 | $17,071 | Yes (X) | ||
| BRIAN TREANOR | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | 0.00 | $108,627 | $0 | $16,231 | Yes (X) | ||
| ROY HAWES | ||||||||
| DIRECTOR OF CEMETERY OPERATIONS | 40.00 | 0.00 | $104,397 | $0 | $22,225 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,927,465 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARIANI ENTERPRISES LLC | |||||
| 21A TROTTER DRIVE | MEDWAY | MA | 02053 | LANDSCAPING & RENOVATION | $1,800,842 |
| MATHEWS NEILSEN LANDSCAPE ARCHITECTS P | |||||
| 120 BROADWAY SUITE 1040 | NEW YORK | NY | 10271 | LANDSCAPING ARCHITECTURE SERVICES | $981,493 |
| JOYCE M BELL - JMB CONSULTING | |||||
| 501 LEXINGTON ST 47 | WALTHAM | MA | 02452 | CFO SERVICES | $510,167 |
| CLIFTON LARSON ALLEN LLP | |||||
| POB 829709 | PHILADELPHIA | PA | 19182 | FINANCE TEMP SERVICES | $213,609 |
| MASARY STUDIOS | |||||
| 15 CHANNEL CENTER STREET SUITE 105 | BOSTON | MA | 02210 | EVENTS ARTIST | $204,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $397,859 | RelatedOrganizationsAmt |
| All Other Contributions | $722 | AllOtherContributionsAmt |
| Total Contributions | $398,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CEMETERY PROGRAM | Desc |
| Business | 812220 | BusinessCd |
| Total Revenue Column | $3,579,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,579,903 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,579,903 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,613,148 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $100,814 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,512,334 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,647,058 | SecuritiesAmt |
| Other | $7,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,766,528 | SecuritiesAmt |
| Other | $99,058 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,880,530 | SecuritiesAmt |
| Other | -$92,058 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,788,472 | TotalRevenueColumnAmt |
| Exclusion | $6,788,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,791,967 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,530,774 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,261,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,261,193 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,567 | TotalRevenueColumnAmt |
| Exclusion | $66,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,567 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,707,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,841,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100,814 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,367,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545,908 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,733,838 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,829 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,267 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,122 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,555 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,696 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,927 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696,433 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,875 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,571 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,653 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,266 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,991 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,942 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,663 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,300 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,142 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBIT TAX | $46,350 |
| CHRISTMAS CANDLE LIGHTI | $529,367 |
| MATERIALS & SUPPLIES | $408,619 |
| GROUNDSKEEPING | $256,828 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,004 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,430,146 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025 | BOYAmt |
| EOY | $1,225 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,257,432 | BOYAmt |
| EOY | $512,657 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,328,058 | BOYAmt |
| EOY | $2,798,109 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,810,752 | BOYAmt |
| EOY | $2,594,132 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,309 | BOYAmt |
| EOY | $382,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,809,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,121,304 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,701,458 | BOYAmt |
| EOY | $41,688,691 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,892,605 | BOYAmt |
| EOY | $209,349,429 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,113,488 | BOYAmt |
| EOY | $45,738,763 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,435 | BOYAmt |
| EOY | $2,880,408 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,571,562 | BOYAmt |
| EOY | $305,946,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $943,241 | BOYAmt |
| EOY | $1,316,885 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,372 | BOYAmt |
| EOY | $34,122 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,785 | BOYAmt |
| EOY | $391,699 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,398 | BOYAmt |
| EOY | $1,742,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,753,164 | BOYAmt |
| EOY | $304,203,465 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,753,164 | BOYAmt |
| EOY | $304,203,465 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,571,562 | BOYAmt |
| EOY | $305,946,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $277,718 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,869,168 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,644,134 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $947,549 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,272,648 | BeginningYearBalanceAmt |
| Contributions | $3,658,457 | ContributionsAmt |
| Investment Earnings Or Losses | $19,178,526 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $246,109,631 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,412,844 | BeginningYearBalanceAmt |
| Contributions | $2,497,707 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,637,903 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $223,272,648 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,755,122 | BeginningYearBalanceAmt |
| Contributions | $1,679,129 | ContributionsAmt |
| Investment Earnings Or Losses | $8,270,170 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $291,577 | AdministrativeExpensesAmt |
| End Year Balance | $233,412,844 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,405,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,177,323 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,827,986 | AdministrativeExpensesAmt |
| End Year Balance | $223,755,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,013,657 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,291,267 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,316,605 | AdministrativeExpensesAmt |
| End Year Balance | $168,405,785 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,045,012 | OtherCostOrOtherBasisAmt |
| Book Value | $6,045,012 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,018,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,480,135 | DepreciationAmt |
| Book Value | $27,538,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,856,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,747,076 | DepreciationAmt |
| Book Value | $3,109,088 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,890,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $894,093 | DepreciationAmt |
| Book Value | $4,996,115 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,688,691 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS - PRIVATE EQUITY | $9,821,037 | F |
| ALTERNATIVE INVESTMENTS - OPPORTUNISTIC | $11,946,987 | F |
| ALTERNATIVE INVESTMENTS - REAL ESTATE | $18,907,996 | F |
| ALTERNATIVE INVESTMENTS - BANK LOAN | $5,062,743 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,738,763 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREMENT PLANS LIABILITIES | $390,331 |
| SECURITY DEPOSITS | $1,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $391,699 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE CARE, PRESERVATION, IMPROVEMENT AND ENLARGEMENT OF THE CEMETERY, INCLUDING THE PAYMENT OF SALARIES, AND FOR THE GENERAL PURPOSES OF THE ORGANIZATION. DONOR RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE MAINTENANCE OF THE HENRIETTA YOUNG MAUSOLEUM AND SURROUNDING GROUNDS, LANDSCAPE, BENCHES AND OTHER ELEMENTS. |
| PART X, LINE 2: | THE CEMETERY AND FRIENDS ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC 740 INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT MARCH 31, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE CEMETERY AND FRIENDS HAVE NO MATERIAL UNCERTAIN TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $5,062,743 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $153,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,215,884 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,215,884 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN PART I REPRESENT THE FAIR MARKET VALUE OF SUCH INVESTMENTS AS OF THE END OF THE TAX YEAR BEING REPORTED ON. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW STEPHENS | ||||||||||||||
| PRESIDENT & CEO | $370,347 | $0 | $0 | $0 | $840 | $0 | $13,200 | $0 | $46,622 | $0 | $431,009 | $0 | $0 | $0 |
| BETH BROWN | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $240,370 | $0 | $0 | $0 | $774 | $0 | $0 | $0 | $22,548 | $0 | $263,692 | $0 | $0 | $0 |
| ANN SWEENEY | ||||||||||||||
| VP PEOPLE & CULTURE | $189,789 | $0 | $10,000 | $0 | $2,706 | $0 | $4,246 | $0 | $44,667 | $0 | $251,408 | $0 | $0 | $0 |
| BREE HARVEY | ||||||||||||||
| VP CEMETERY & VISITOR SERVICES | $188,493 | $0 | $0 | $0 | $630 | $0 | $7,825 | $0 | $33,330 | $0 | $230,278 | $0 | $0 | $0 |
| CHARLES FRASER | ||||||||||||||
| VP OF PRESERVATION & FACILITIES | $167,177 | $0 | $0 | $0 | $1,548 | $0 | $7,033 | $0 | $46,146 | $0 | $221,904 | $0 | $0 | $0 |
| RONNIT BENDAVID-VAL | ||||||||||||||
| VP HORTICULTURE | $197,262 | $0 | $0 | $0 | $1,496 | $0 | $785 | $0 | $10,777 | $0 | $210,320 | $0 | $0 | $0 |
| MARGARET WINSLOW | ||||||||||||||
| CURATOR OF HISTORICAL COLLECTIONS | $124,454 | $0 | $0 | $0 | $1,500 | $0 | $4,978 | $0 | $19,913 | $0 | $150,845 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PROPRIETORS OF LOTS OF A SIZE NOT LESS THAN ONE HUNDRED SQUARE FEET EACH ARE MEMBERS OF THE PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN (THE "CORPORATION"), AND ONLY THEY, OR REPRESENTATIVES OF SUCH LOTS LEGALLY DESIGNATED, ARE ENTITLED TO VOTE AT ITS MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CORPORATION ELECT THE BOARD OF TRUSTEES AT AN ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CORPORATION'S BYLAWS MAY ONLY BE ALTERED OR AMENDED BY THE MEMBERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS GIVEN TO MEMBERS OF THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND EMPLOYEES. WHENEVER AN INDIVIDUAL OR A FAMILY MEMBER (DEFINED AS A SPOUSE, A CHILD OR THE SPOUSE OF A CHILD) HAS A FINANCIAL INTEREST IN A MATTER THAT COMES BEFORE THE INDIVIDUAL FOR CONSIDERATION, THE INDIVIDUAL SHALL DISCLOSE SUCH INTEREST AND SHALL TAKE NO PART IN THE CONSIDERATION OR ACTION ON THE MATTER. FOR STAFF MEMBERS, THE EMPLOYEE SHOULD NOTIFY HIS OR HER SUPERVISOR OR, IN CASES WHERE THAT IS INAPPROPRIATE OR UNDESIRABLE, DISCLOSURE MAY BE MADE TO A VICE PRESIDENT OR THE PRESIDENT OF THE CEMETERY. FOR OTHERS, DISCLOSURE SHOULD BE MADE TO THE CHAIR OF THE TRUSTEES OF THE CEMETERY. IN THE CASE OF A REQUIRED DISCLOSURE BY THE CHAIR OF TRUSTEES, DISCLOSURE SHOULD BE MADE TO ALL OF THE TRUSTEES OF THE APPROPRIATE ORGANIZATION. EACH TRUSTEE AND COMMITTEE MEMBER SHALL ANNUALLY SIGN A STATEMENT SAYING THAT THEY HAVE CAREFULLY REVIEWED THE CONFLICT-OF-INTEREST POLICY, AND SHALL DISCLOSE ALL PERSONAL, BUSINESS AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THAT COULD BE CONSTRUED AS BEING RELATED TO THE INTERESTS OF THE CEMETERY AND LIST ALL POSITIONS AS AN OFFICER OR DIRECTOR OF OTHER ORGANIZATIONS WHOSE PURPOSES OR PROGRAMS MIGHT RELATE TO OR IMPINGE ON THOSE OF THE CEMETERY. AN INDIVIDUAL SEEKING ADVICE WITH RESPECT TO A POTENTIAL CONFLICT OF INTEREST MAY BRING THE MATTER TO THE PRESIDENT OF THE CEMETERY OR TO THE CHAIR OF THE TRUSTEES OF THE CEMETERY FOR AN ADVISORY OPINION. ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY MAY, UPON VOTE OF THE TRUSTEES, AFTER HEARING, BE GROUNDS FOR REMOVAL FROM OFFICE OR EMPLOYMENT WITH THE CEMETERY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE CEO. THE COMPENSATION IS DETERMINED BASED ON RESULTS FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE CEO USES A COMPREHENSIVE SALARY MODEL FROM AN INDEPENDENT CONSULTANT TO DETERMINE COMPENSATION OF OTHER OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 144,624. CONTRACTED WORK 2,551,809. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION LIABILITY 947,549. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF MOUNT AUBURN CEMETERY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223084639 | EIN |
| Primary Activities | CEMETERY FUNDRAISING AND FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPRIETORS OF MOUNT AUBURN CEMETERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRIENDS OF MOUNT AUBURN CEMETERY | ||
| B | $1,343,055 | BOOK |
| FRIENDS OF MOUNT AUBURN CEMETERY | ||
| C | $397,859 | BOOK |
| FRIENDS OF MOUNT AUBURN CEMETERY | ||
| O | $1,343,055 | BOOK |