Form 990 for tax year 2022
Filed by PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN.
Totals
- Total revenue
- $14,612,512
- Total expenses
- $16,803,137
- Contributions and grants received
- $2,367,921
- Grants paid
- $4,086
- Program service revenue
- $3,709,491
- Investment income
- $4,400,640
- Other revenue
- $4,134,460
- Total assets, end of year
- $287,571,562
- Total liabilities, end of year
- $2,818,398
- Net assets or fund balances, end of year
- $284,753,164
- 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
$2,258,203
-
1f · All other contributions, gifts and grants
$109,718
-
2a · Program service revenue: CEMETERY PROGRAM
total $3,709,491 · related or exempt $3,709,491
-
3 · Investment income
total $2,458,178 · unrelated business $425,304 · excluded $2,032,874
-
7a · Gross sales of assets other than inventory
securities $1,921,392 · other assets $21,070
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $1,921,392 · other assets $21,070
-
7d · Net gain or loss
total $1,942,462 · excluded $1,942,462
-
10a · Gross sales of inventory
$6,264,100
-
10b · Cost of goods sold
$2,144,584
-
10c · Net income from sales of inventory
total $4,119,516 · related or exempt $4,119,516
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $14,944 · excluded $14,944
-
11e · Other revenue, total
$14,944
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,086
-
5 · Compensation of officers, directors and key employees
total $1,407,127
-
7 · Other salaries and wages
total $5,589,947
-
8 · Pension plan contributions
total $535,471
-
9 · Other employee benefits
total $763,835
-
10 · Payroll taxes
total $670,322
-
11b · Fees: legal
total $22,560
-
11c · Fees: accounting
total $64,410
-
11f · Fees: investment management
total $480,989
-
11g · Fees: other
total $368,094
-
12 · Advertising and promotion
total $54,053
-
13 · Office expenses
total $190,124
-
14 · Information technology
total $373,129
-
16 · Occupancy
total $364,876
-
17 · Travel
total $81,541
-
19 · Conferences, conventions and meetings
total $165,967
-
20 · Interest
total $5,039
-
22 · Depreciation, depletion and amortization
total $1,863,636
-
23 · Insurance
total $228,035
-
24a · Other expenses: UBIT TAX
total $40,770
-
24b · Other expenses: CONTRACTED WORK
total $1,518,041
-
24c · Other expenses: CHRISTMAS CANDLE LIGHTI
total $767,452
-
24d · Other expenses: GROUNDSKEEPING
total $730,948
-
24e · All other expenses
total $512,685
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $878,673 · end of year $25,254,310
-
4 · Accounts receivable
beginning of year $4,992,038 · end of year $3,328,058
-
8 · Inventories for sale or use
beginning of year $3,216,325 · end of year $2,810,752
-
9 · Prepaid expenses and deferred charges
beginning of year $362,519 · end of year $296,309
-
10a · Land, buildings and equipment: cost or other basis
$57,906,627
-
10b · Land, buildings and equipment: accumulated depreciation
$18,205,169
-
10c · Land, buildings and equipment, net
beginning of year $38,332,897 · end of year $39,701,458
-
11 · Investments: publicly traded securities
beginning of year $259,891,928 · end of year $214,010,240
-
15 · Other assets
beginning of year $90,058 · end of year $2,170,435
-
17 · Accounts payable and accrued expenses
beginning of year $953,694 · end of year $943,241
-
19 · Deferred revenue
beginning of year $43,354 · end of year $53,372
-
25 · Other liabilities
beginning of year $1,465,827 · end of year $1,821,785
-
27 · Net assets without donor restrictions
beginning of year $305,301,563 · end of year $284,753,164
Mission and programs · 2022
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 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
STEPHENS MATTHEW RYAN
PRESIDENT & CEO / TRUSTEE
- Total calculated
- $373,852
- From this org
- $336,660
- From related orgs
- $0
- Other
- $37,192
- Hours/week
- 38.46 + 1.54 related
Schedule J breakdown matched by us
- Base
- $335,010
- Bonus
- $0
- Other
- $1,650
- Deferred
- $7,602
- Nontaxable benefits
- $29,590
- Filer's total
- $373,852
-
AIRASIAN ROBERT J
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
ANDERSON ELIZA S
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3 + 0.05 related
-
BASNIGHT TODD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
COOLIDGE LINDSAY LEARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3 + 0.05 related
-
COOPER THOMAS
TRUSTEE THROUGH 06/2022
- Total calculated
- $0
- Hours/week
- 1.3
-
CORCORAN JOHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
HARA DEAN
CHAIR
- Total calculated
- $0
- Hours/week
- 1.3 + 0.05 related
-
HUNNEWELL JR JAMES F
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
JACOBY PATRICIA B
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3 + 0.05 related
-
JAO PATRICIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
KUENSTNER PAUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
LAIRD PHILIP
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.3
-
LEVITTT JAMES N
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
MANN CHRISTINA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
MCDONNELL SEAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1.3 + 0.05 related
-
MEAD SUSAN ELREDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
MORRIS TONY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
MORTIMER CAROLINE
TRUSTEE THROUGH 06/2022
- Total calculated
- $0
- Hours/week
- 1.3
-
NASH LAURA
TRUSTEE THROUGH 12/2022
- Total calculated
- $0
- Hours/week
- 1.3
-
PEETZ-LARSEN NEILS C
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
PEISER RICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
REECE FRANKLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
ALBANO MICHAEL A
EXECUTIVE VICE PRESIDENT & CFO
- Total calculated
- $300,501
- From this org
- $236,195
- From related orgs
- $0
- Other
- $64,306
- Hours/week
- 38.46 + 1.54 related
Schedule J breakdown matched by us
- Base
- $206,495
- Bonus
- $27,500
- Other
- $2,200
- Deferred
- $42,096
- Nontaxable benefits
- $22,210
- Filer's total
- $300,501
-
FRASER CHARLES A
VICE PRESIDENT OF PRESERVATION & FACILITIES
- Total calculated
- $208,445
- From this org
- $152,122
- From related orgs
- $0
- Other
- $56,323
- Hours/week
- 39.23 + 0.77 related
Schedule J breakdown matched by us
- Base
- $149,922
- Bonus
- $0
- Other
- $2,200
- Deferred
- $27,028
- Nontaxable benefits
- $29,295
- Filer's total
- $208,445
-
HARVEY BREE D
VICE PRESIDENT OF CEMETERY & VISITOR SERVICES
- Total calculated
- $201,861
- From this org
- $154,915
- From related orgs
- $0
- Other
- $46,946
- Hours/week
- 36.92 + 3.08 related
Schedule J breakdown matched by us
- Base
- $152,715
- Bonus
- $0
- Other
- $2,200
- Deferred
- $17,654
- Nontaxable benefits
- $29,292
- Filer's total
- $201,861
-
BENDAVID-VAL RONNIT
VICE PRESIDENT OF HORTICULTURE & LANDSCAPE
- Total calculated
- $42,114
- From this org
- $36,173
- From related orgs
- $0
- Other
- $5,941
- Hours/week
- 40 + 0.79 related
-
BROWN BETH
VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT
- Total calculated
- $118,152
- From this org
- $101,731
- From related orgs
- $0
- Other
- $16,421
- Hours/week
- 0 + 40 related
-
WINSLOW MARGARET L
CURATOR OF HISTORICAL COLLECTIONS & ARCHIVES
- Total calculated
- $150,299
- From this org
- $120,304
- From related orgs
- $0
- Other
- $29,995
- Hours/week
- 39.23 + 0.77 related
Schedule J breakdown matched by us
- Base
- $118,104
- Bonus
- $0
- Other
- $2,200
- Deferred
- $22,746
- Nontaxable benefits
- $7,249
- Filer's total
- $150,299
-
TREANOR BRIAN D
DIRECTOR PF INFORMATION TECHNOLOGY
- Total calculated
- $126,353
- From this org
- $106,752
- From related orgs
- $0
- Other
- $19,601
- Hours/week
- 40.08
-
HOLMAN JAMES
DIRECTOR OF CEMETERY DEVELOPMENT
- Total calculated
- $143,486
- From this org
- $105,954
- From related orgs
- $0
- Other
- $37,532
- Hours/week
- 40
-
COLLINS DENNIS
HORTICULTURE CURATOR
- Total calculated
- $136,995
- From this org
- $103,860
- From related orgs
- $0
- Other
- $33,135
- 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 4B
- 457 PLAN 1. MICHAEL ALBANO - $8,098 2. DAVID BARNETT - $8,663 3. CHARLES FRASER - $4,675 4. BREE HARVEY - $4,532
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
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420469349301832
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