2019-02-12T14:22:33-06:00 2018-03-31 042680237 MORGAN & MORGAN PC 175 DERBY STREET - SUITE 40 HINGHAM MA 02043 990 2017-04-01 041641320 PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN PROP 6176071924 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 DAVID P BARNETT PRESIDENT & CEO 6176071924 2019-02-11 1 TIMOTHY MACLELLAN CPAPFS P00083175 7817490050 2019-02-11 23.30.154.181 2019-02-11 15:34:17 ES P 9290F252D8A50CC37B9E1998E8904E74F9702569 9290F252D8A50CC37B9E1998E8904E74F9702569 2017 2019-02-21 02:37:17Z DAVID P BARNETT 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 54125423 0 X WWW.MOUNTAUBURN.ORG X 1831 MA GARDEN CEMETERY 21 20 97 0 0 0 1618350 1784507 2633757 2385346 4059906 13655210 2610288 3239674 10922301 21064737 0 5700 0 0 6187670 6289335 0 0 0 4056825 5271510 10244495 11566545 677806 9498192 205540023 229741130 11076176 19266308 194463847 210474822 X 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. 0 0 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 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 68 0 97 1 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DAVID P BARNETT 6175477105 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 X BARNETT DAVID P PRESIDENT/CEO/TRUSTEE 40.00 X X 257634 0 48797 ALDRICH MARY LEE TRUSTEE 0.50 X 0 0 0 ANDERSON ELIZA S TRUSTEE/SECRETARY 0.80 X 0 0 0 CARR JR SAMUEL B TRUSTEE 0.50 X 0 0 0 COOPER THOMAS C TRUSTEE/CHAIR 0.80 X 0 0 0 HUNNEWELL JR JAMES F TRUSTEE 0.50 X 0 0 0 JACOBY PATRICIA B TRUSTEE 0.50 X 0 0 0 LEVITT JAMES N TRUSTEE 0.50 X 0 0 0 MCDONNELL SEAN TRUSTEE/TREASURER 0.80 X 0 0 0 MORTIMER CAROLINE V TRUSTEE 0.50 X 0 0 0 NASH LAURA L TRUSTEE 0.50 X 0 0 0 ROOSEVELT ANN C TRUSTEE 0.50 X 0 0 0 STRAUS DAVID A TRUSTEE 0.50 X 0 0 0 ZOFNASS PAUL TRUSTEE 0.50 X 0 0 0 REECE FRANKLIN A TRUSTEE 0.50 X 0 0 0 PEETZ-LARDEN NIELS C TRUSTEE 0.50 X 0 0 0 AIRASIAN ROBERT J TRUSTEE 0.50 X 0 0 0 COOLIDGE LINDSAY LEARD TRUSTEE 0.50 X 0 0 0 HARA DEAN TRUSTEE 0.50 X 0 0 0 KUENSTNER PAUL TRUSTEE 0.50 X 0 0 0 LAIRD PHILIP TRUSTEE 0.50 X 0 0 0 MEAD SUSAN ELDREDGE TRUSTEE 0.50 X 0 0 0 ALBANO MICHAEL A EXECUTIVE VICE PRESIDENT/C 40.00 X 180193 0 29574 CARROLL JANE M VP OF DEVELOPMENT 40.00 X 50097 0 5977 HARVEY BREE D VP OF CEMETERY & VISITOR S 40.00 X 101898 0 23861 FRASER CHARLES A VP OF PRESERVATION & FACIL 40.00 X 105104 0 24247 694926 0 132456 4 0 1 0 SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVENUE BOSTON MA 02118 CONSTRUCTION 2528208 RP MARZILLI 21A TROTTER DRIVE MEDWAY MA 02053 CONSTRUCTION 1479374 WILLIAM RAWN ASSOCIATES 10 POST OFFICE SQUARE SUITE 1010 BOSTON MA 02109 ARCHITECTURE 1156422 HALVORSON DESIGN PARTNERSHIP 25 KINGSTON STREET 5TH FLOOR BOSTON MA 021112200 LANDSCAPE ARCHITECT 491167 AXIOM BUSINESS SYSTEMS PTY LTD 1908 N 203RD STREET ELKHORN NE 68022 IT CONSULTANT 339432 5 1769447 15060 1784507 CEMETERY PROGRAMS 900099 2385346 2385346 2385346 2904404 2904404 253071 0 253071 253071 253071 42717396 16650 31983240 0 10734156 16650 10750806 16650 10734156 3994150 1077446 2916704 2916704 PERPETUAL CARE CONTRACTS 812900 50326 50326 19573 19573 69899 21064737 5641670 0 13638560 5700 803712 3763590 183861 1102350 435822 7092 17589 27000 277275 438139 33048 411686 102019 448147 16442 57140 219291 988591 MAJOR EXPENSES 1985713 EQUIP - VEHICLES 128210 PLANTS 48581 DUES - SUBSCRIPTIONS 32475 33072 11566545 1729786 4045642 2860 0 1402131 2256903 2351798 2426787 266207 302466 47225131 13514721 25603538 33710410 174155607 186996062 28096 2860 205540023 229741130 993353 2329352 31990 46806 4800000 11973765 5250833 4916385 11076176 19266308 X 48093022 49029836 146370825 161444986 194463847 210474822 205540023 229741130 X 9498192 6168653 344130 X X 0 1 X 1 0 174155607 19529938 6689483 186996062 162038153 16902574 4785120 174155607 168438661 -2035387 4365121 162038153 162228757 9390730 3180826 168438661 146779356 18960938 3511537 162228757 0.24730 0.75270 0 0 31020246 10091850 20928396 3852953 2640470 1212483 12351932 782401 11569531 33710410 PENSION LIABILITY 4916385 4916385 X 27300245 6168653 344130 6512783 20787462 277275 277275 21064737 11289270 0 11289270 277275 277275 11566545 PART X, LINE 2: THE CEMETERY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE CEMETERY`S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED MARCH 31, 2017, 2016, AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY 344,130. PART XI, LINE 2D - OTHER ADJUSTMENTS CHANGE IN PENSION LIABILITY 344,130 X X X 0 0 0 BARNETT DAVID P PRESIDENT/CEO/TRUSTEE 225093 0 32541 0 0 0 31603 0 17194 0 306431 0 0 0 ALBANO MICHAEL A EXECUTIVE VICE PRESIDENT/C 157413 0 22780 0 0 0 12470 0 17104 0 209767 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES MAKE RECOMMENDATIONS TO THE PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN FOR THE ELECTION OF ANY TRUSTEES AND FOR ANY BY-LAW CHANGES. 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 CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUIRED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT POSITIONS IS DONE BY INDEPENDENT REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B SEVERAL OF THE TRUSTEES OF MOUNT AUBURN CEMETERY ARE TRUSTEES OF THE FRIENDS OF MOUNT AUBURN CEMETERY. EACH OF THESE TRUSTEES WORKS LESS THAN ONE HOUR PER WEEK ON THE BUSINESS OF THIS RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 344,130. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE COMMITTEE'S PROCESS OF OVERSEEING AND SELECTING HAS NOT CHANGED FROM THE PRIOR YEAR. FRIENDS OF MOUNT AUBURN CEMETERY 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 223084639 CEMETERY FUNDRAISING AND AWARENESS MA 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FRIENDS OF MOUNT AUBURN CEMETERY M 549586 FRIENDS OF MOUNT AUBURN CEMETERY C 1769447