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Nonprofiteer
← PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN

Form 990 for tax year 2024

Filed by PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN.

Totals

Total revenue
$26,278,744
Total expenses
$19,334,693
Contributions and grants received
$69
Grants paid
$5,000
Program service revenue
$3,778,098
Investment income
$18,126,386
Other revenue
$4,374,191
Total assets, end of year
$309,656,492
Total liabilities, end of year
$1,152,756
Net assets or fund balances, end of year
$308,503,736
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.

  • 1f · All other contributions, gifts and grants

    $69

  • 2a · Program service revenue: CEMETERY PROGRAM

    total $3,778,098 · related or exempt $3,778,098

  • 3 · Investment income

    total $7,505,530 · unrelated business $334,934 · excluded $7,170,596

  • 7a · Gross sales of assets other than inventory

    securities $19,787,161

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

    securities $9,166,305

  • 7c · Gain or loss

    securities $10,620,856

  • 7d · Net gain or loss

    total $10,620,856 · excluded $10,620,856

  • 10a · Gross sales of inventory

    $5,963,220

  • 10b · Cost of goods sold

    $1,636,110

  • 10c · Net income from sales of inventory

    total $4,327,110 · related or exempt $4,327,110

  • 11d · All other revenue

    total $47,081 · excluded $47,081

  • 11e · Other revenue, total

    $47,081

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,000

  • 5 · Compensation of officers, directors and key employees

    total $2,002,188

  • 7 · Other salaries and wages

    total $7,215,406

  • 8 · Pension plan contributions

    total $298,619

  • 9 · Other employee benefits

    total $1,130,342

  • 10 · Payroll taxes

    total $813,284

  • 11b · Fees: legal

    total $163,614

  • 11c · Fees: accounting

    total $130,139

  • 11f · Fees: investment management

    total $348,439

  • 11g · Fees: other

    total $2,453,982

  • 12 · Advertising and promotion

    total $10,415

  • 13 · Office expenses

    total $363,400

  • 14 · Information technology

    total $399,386

  • 16 · Occupancy

    total $371,100

  • 17 · Travel

    total $78,100

  • 19 · Conferences, conventions and meetings

    total $70,862

  • 22 · Depreciation, depletion and amortization

    total $2,169,682

  • 23 · Insurance

    total $289,635

  • 24a · Other expenses: MATERIALS & SUPPLIES

    total $370,324

  • 24b · Other expenses: GROUNDSKEEPING

    total $172,051

  • 24c · Other expenses: UBIT TAX

    total $152,480

  • 24d · Other expenses: CHRISTMAS CANDLE LIGHTI

    total $141,536

  • 24e · All other expenses

    total $184,709

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

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

  • 2 · Savings and temporary cash investments

    beginning of year $512,657 · end of year $306,421

  • 4 · Accounts receivable

    beginning of year $2,798,109 · end of year $2,392,854

  • 8 · Inventories for sale or use

    beginning of year $2,594,132 · end of year $2,493,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $382,757 · end of year $268,969

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

    $64,089,760

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

    $21,290,986

  • 10c · Land, buildings and equipment, net

    beginning of year $41,688,691 · end of year $42,798,774

  • 11 · Investments: publicly traded securities

    beginning of year $209,349,429 · end of year $218,201,208

  • 12 · Investments: other securities

    beginning of year $45,738,763 · end of year $43,074,564

  • 15 · Other assets

    beginning of year $2,880,408 · end of year $118,977

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,316,885 · end of year $730,231

  • 19 · Deferred revenue

    beginning of year $34,122 · end of year $57,781

  • 25 · Other liabilities

    beginning of year $391,699 · end of year $364,744

  • 27 · Net assets without donor restrictions

    beginning of year $304,203,465 · end of year $308,503,736

Mission and programs · 2024

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.

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

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

  • PROVIDED 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 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MATTHEW STEPHENS

    PRESIDENT & CEO

    Total calculated
    $406,381
    From this org
    $368,805
    From related orgs
    $0
    Other
    $37,576
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $368,430
    Bonus
    $0
    Other
    $375
    Deferred
    $13,800
    Nontaxable benefits
    $23,776
    Filer's total
    $406,381

  • DEAN HARA

    CHAIR

    Total calculated
    $0
    Hours/week
    3.14 + 0.04 related

  • PHILIP LAIRD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.56

  • SEAN MCDONNELL

    TREASURER

    Total calculated
    $0
    Hours/week
    0.7

  • 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

  • REBECCA GARDNER CAMPBELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • 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

  • JAMES LEVITTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.63

  • CHRISTINA MANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.66

  • SUSAN ELDREDGE 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

  • JOHN AUSTIN JR

    VP OF FINANCE

    Total calculated
    $205,548
    From this org
    $189,728
    From related orgs
    $0
    Other
    $15,820
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,728
    Bonus
    $0
    Other
    $0
    Deferred
    $3,625
    Nontaxable benefits
    $12,195
    Filer's total
    $205,548

  • HELEN TELFER

    VP OF FINANCE, PEOPLE, & CULTURE

    Total calculated
    $19,440
    From this org
    $17,053
    From related orgs
    $0
    Other
    $2,387
    Hours/week
    50

  • RONNIT BENDAVID-VAL

    VP OF HORTICULTURE AND LANDSCAPE

    Total calculated
    $183,999
    From this org
    $169,520
    From related orgs
    $0
    Other
    $14,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,081
    Bonus
    $0
    Other
    $1,439
    Deferred
    $6,858
    Nontaxable benefits
    $7,621
    Filer's total
    $183,999

  • BETH BROWN

    VP OF INSTITUTIONAL ADVANCEMENT

    Total calculated
    $265,145
    From this org
    $234,235
    From related orgs
    $0
    Other
    $30,910
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $233,372
    Bonus
    $0
    Other
    $863
    Deferred
    $7,134
    Nontaxable benefits
    $23,776
    Filer's total
    $265,145

  • CHARLES FRASER

    VP OF PRESERVATION AND FACILITIES

    Total calculated
    $201,413
    From this org
    $168,493
    From related orgs
    $0
    Other
    $32,920
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,004
    Bonus
    $0
    Other
    $1,489
    Deferred
    $7,059
    Nontaxable benefits
    $25,861
    Filer's total
    $201,413

  • BREE HARVEY

    VP OF CEMETERY AND VISITOR SERVICES

    Total calculated
    $224,546
    From this org
    $192,748
    From related orgs
    $0
    Other
    $31,798
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $192,185
    Bonus
    $0
    Other
    $563
    Deferred
    $8,022
    Nontaxable benefits
    $23,776
    Filer's total
    $224,546

  • ANN SWEENEY

    VP OF PEOPLE AND CULTURE

    Total calculated
    $248,919
    From this org
    $225,513
    From related orgs
    $0
    Other
    $23,406
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $223,038
    Bonus
    $0
    Other
    $2,475
    Deferred
    $9,299
    Nontaxable benefits
    $14,107
    Filer's total
    $248,919

  • AMANDA BOSCIA

    DIRECTOR OF CEMETERY SERVICES

    Total calculated
    $125,865
    From this org
    $113,620
    From related orgs
    $0
    Other
    $12,245
    Hours/week
    40

  • STEPHEN BROWN

    SENIOR DIR., CEMETERY INITATIVES AND STRATEGIC

    Total calculated
    $134,603
    From this org
    $111,439
    From related orgs
    $0
    Other
    $23,164
    Hours/week
    40

  • JESSICA BUSSMAN

    DIRECTOR OF EDUCATION AND VISITOR SERVICES

    Total calculated
    $127,135
    From this org
    $114,222
    From related orgs
    $0
    Other
    $12,913
    Hours/week
    40

  • MARGARET WINSLOW

    CURATOR OF HISTORICAL COLLECTIONS

    Total calculated
    $130,405
    From this org
    $125,402
    From related orgs
    $0
    Other
    $5,003
    Hours/week
    40

  • ROY HAWES

    DIRECTOR OF CEMETERY OPERATIONS

    Total calculated
    $133,358
    From this org
    $120,825
    From related orgs
    $0
    Other
    $12,533
    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 · Written employment contract
  • 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
2024
Filed
13 February 2026
IRS schema version
2024v5.5
Source object
202610489349301801

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