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Nonprofiteer
← PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN

Form 990 for tax year 2023

Filed by PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN.

Totals

Total revenue
$18,707,864
Total expenses
$18,430,146
Contributions and grants received
$398,581
Grants paid
$0
Program service revenue
$3,579,903
Investment income
$11,401,620
Other revenue
$3,327,760
Total assets, end of year
$305,946,171
Total liabilities, end of year
$1,742,706
Net assets or fund balances, end of year
$304,203,465
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $397,859

  • 1f · All other contributions, gifts and grants

    $722

  • 2a · Program service revenue: CEMETERY PROGRAM

    total $3,579,903 · related or exempt $3,579,903

  • 3 · Investment income

    total $4,613,148 · unrelated business $100,814 · excluded $4,512,334

  • 7a · Gross sales of assets other than inventory

    securities $51,647,058 · other assets $7,000

  • 7b · Less cost or other basis and sales expenses

    securities $44,766,528 · other assets $99,058

  • 7c · Gain or loss

    securities $6,880,530 · other assets -$92,058

  • 7d · Net gain or loss

    total $6,788,472 · excluded $6,788,472

  • 10a · Gross sales of inventory

    $4,791,967

  • 10b · Cost of goods sold

    $1,530,774

  • 10c · Net income from sales of inventory

    total $3,261,193 · related or exempt $3,261,193

  • 11d · All other revenue

    total $66,567 · excluded $66,567

  • 11e · Other revenue, total

    $66,567

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,545,908

  • 7 · Other salaries and wages

    total $6,733,838

  • 8 · Pension plan contributions

    total $29,829

  • 9 · Other employee benefits

    total $953,267

  • 10 · Payroll taxes

    total $895,122

  • 11b · Fees: legal

    total $77,555

  • 11c · Fees: accounting

    total $77,696

  • 11f · Fees: investment management

    total $281,927

  • 11g · Fees: other

    total $2,696,433

  • 12 · Advertising and promotion

    total $9,875

  • 13 · Office expenses

    total $366,571

  • 14 · Information technology

    total $551,653

  • 16 · Occupancy

    total $316,266

  • 17 · Travel

    total $105,991

  • 19 · Conferences, conventions and meetings

    total $93,942

  • 20 · Interest

    total $41,663

  • 22 · Depreciation, depletion and amortization

    total $1,920,300

  • 23 · Insurance

    total $262,142

  • 24a · Other expenses: UBIT TAX

    total $46,350

  • 24b · Other expenses: CHRISTMAS CANDLE LIGHTI

    total $529,367

  • 24c · Other expenses: MATERIALS & SUPPLIES

    total $408,619

  • 24d · Other expenses: GROUNDSKEEPING

    total $256,828

  • 24e · All other expenses

    total $229,004

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,025 · end of year $1,225

  • 2 · Savings and temporary cash investments

    beginning of year $2,257,432 · end of year $512,657

  • 4 · Accounts receivable

    beginning of year $3,328,058 · end of year $2,798,109

  • 8 · Inventories for sale or use

    beginning of year $2,810,752 · end of year $2,594,132

  • 9 · Prepaid expenses and deferred charges

    beginning of year $296,309 · end of year $382,757

  • 10a · Land, buildings and equipment: cost or other basis

    $60,809,995

  • 10b · Land, buildings and equipment: accumulated depreciation

    $19,121,304

  • 10c · Land, buildings and equipment, net

    beginning of year $39,701,458 · end of year $41,688,691

  • 11 · Investments: publicly traded securities

    beginning of year $188,892,605 · end of year $209,349,429

  • 12 · Investments: other securities

    beginning of year $48,113,488 · end of year $45,738,763

  • 15 · Other assets

    beginning of year $2,170,435 · end of year $2,880,408

  • 17 · Accounts payable and accrued expenses

    beginning of year $943,241 · end of year $1,316,885

  • 19 · Deferred revenue

    beginning of year $53,372 · end of year $34,122

  • 25 · Other liabilities

    beginning of year $1,821,785 · end of year $391,699

  • 27 · Net assets without donor restrictions

    beginning of year $284,753,164 · end of year $304,203,465

Mission and programs · 2023

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.

Activities or mission (Part I)

MOUNT AUBURN CEMETERY INSPIRES ALL WHO VISIT, COMFORTS THE BEREAVED, AND COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY.

  • COMMEMORATE THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE.

  • PROTECT AND IMPROVE MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCES.

  • PROVIDE COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MATTHEW STEPHENS

    PRESIDENT & CEO

    Total calculated
    $431,009
    From this org
    $371,187
    From related orgs
    $0
    Other
    $59,822
    Hours/week
    53.2 + 0.04 related

    Schedule J breakdown matched by us

    Base
    $370,347
    Bonus
    $0
    Other
    $840
    Deferred
    $13,200
    Nontaxable benefits
    $46,622
    Filer's total
    $431,009

  • ROBERT AIRASIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.12

  • ELIZA ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.88 + 0.06 related

  • TODD BASNIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • LINDSAY LEARD COOLIDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.37 + 0.04 related

  • JOHN CORCORAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.56

  • DEAN HARA

    CHAIR

    Total calculated
    $0
    Hours/week
    3.14 + 0.04 related

  • JAMES HUNNEWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.52

  • PATRICIA JACOBY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.89 + 0.04 related

  • PATRICIA JAO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.46

  • PAUL KUENSTNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.94

  • PHILIP LAIRD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.56

  • JAMES LEVITTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.63

  • CHRISTINA MANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.66

  • SEAN MCDONNELL

    TREASURER

    Total calculated
    $0
    Hours/week
    0.7

  • SUSAN MEAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.73

  • TONY MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.76

  • CAROLINE MORTIMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.48 + 0.04 related

  • NEILS PEETZ-LARSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.42

  • RICHARD PEISER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.33

  • FRANKLIN REECE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.74

  • BETH BROWN

    VP INSTITUTIONAL ADVANCEMENT

    Total calculated
    $263,692
    From this org
    $241,144
    From related orgs
    $0
    Other
    $22,548
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $240,370
    Bonus
    $0
    Other
    $774
    Deferred
    $0
    Nontaxable benefits
    $22,548
    Filer's total
    $263,692

  • ANN SWEENEY

    VP PEOPLE & CULTURE

    Total calculated
    $251,408
    From this org
    $202,495
    From related orgs
    $0
    Other
    $48,913
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $189,789
    Bonus
    $10,000
    Other
    $2,706
    Deferred
    $4,246
    Nontaxable benefits
    $44,667
    Filer's total
    $251,408

  • BREE HARVEY

    VP CEMETERY & VISITOR SERVICES

    Total calculated
    $230,278
    From this org
    $189,123
    From related orgs
    $0
    Other
    $41,155
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $188,493
    Bonus
    $0
    Other
    $630
    Deferred
    $7,825
    Nontaxable benefits
    $33,330
    Filer's total
    $230,278

  • RONNIT BENDAVID-VAL

    VP HORTICULTURE

    Total calculated
    $210,320
    From this org
    $198,758
    From related orgs
    $0
    Other
    $11,562
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $197,262
    Bonus
    $0
    Other
    $1,496
    Deferred
    $785
    Nontaxable benefits
    $10,777
    Filer's total
    $210,320

  • CHARLES FRASER

    VP OF PRESERVATION & FACILITIES

    Total calculated
    $221,904
    From this org
    $168,725
    From related orgs
    $0
    Other
    $53,179
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $167,177
    Bonus
    $0
    Other
    $1,548
    Deferred
    $7,033
    Nontaxable benefits
    $46,146
    Filer's total
    $221,904

  • MARGARET WINSLOW

    CURATOR OF HISTORICAL COLLECTIONS

    Total calculated
    $150,845
    From this org
    $125,954
    From related orgs
    $0
    Other
    $24,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,454
    Bonus
    $0
    Other
    $1,500
    Deferred
    $4,978
    Nontaxable benefits
    $19,913
    Filer's total
    $150,845

  • JAMES HOLMAN

    DIRECTOR OF CEMETERY DEVELOPMENT

    Total calculated
    $148,338
    From this org
    $110,456
    From related orgs
    $0
    Other
    $37,882
    Hours/week
    40

  • AMANDA BOSCIA

    DIRECTOR OF CEMETERY SERVICES

    Total calculated
    $123,670
    From this org
    $106,599
    From related orgs
    $0
    Other
    $17,071
    Hours/week
    40

  • BRIAN TREANOR

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $124,858
    From this org
    $108,627
    From related orgs
    $0
    Other
    $16,231
    Hours/week
    40

  • ROY HAWES

    DIRECTOR OF CEMETERY OPERATIONS

    Total calculated
    $126,622
    From this org
    $104,397
    From related orgs
    $0
    Other
    $22,225
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • FRIENDS OF MOUNT AUBURN CEMETERY

    501(C)(3) · CEMETERY FUNDRAISING AND FUNDRAISING · MA · controlled entity

    Directly controlled by PROPRIETORS OF MOUNT AUBURN CEMETERY

Provenance

Return type
form_990
Tax year
2023
Filed
14 February 2025
IRS schema version
2023v6.0
Source object
202510489349300636

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