FRIENDS OF MOUNT AUBURN CEMETERY (EIN 223084639) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

MATTHEW STEPHENS

Phone

6175477105

Tax Period

2024-04-01 to 2025-03-31

FRIENDS OF MOUNT AUBURN CEMETERY, founded in 1990, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 65% operating margin.

Mission

THE FRIENDS OF MOUNT AUBURN IS DEDICATED TO CONSERVING THE CEMETERY'S NATURAL BEAUTY AND PROMOTING THE APPRECIATION OF ITS CULTURAL, HISTORIC AND NATURAL RESOURCES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,571,385

Program Service Revenue $600,791

Investment Income $204,862

Other Revenue $0

TOTAL REVENUE $3,377,038

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $406,503

Program Expenses $652,646

Other Expenses $1,191,315

TOTAL EXPENSES $1,191,315

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,377,038	$2,069,171	+0.6%
Expenses	$1,191,315	$1,210,428	0.0%
Net Income	$2,185,723	$858,743	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

112

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$896,514

Total Directors

$406,381

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW STEPHENS	PRESIDENT & CEO	15.00	Officer Director	$0	$37,576	$406,381
ELIZA ANDERSON	CHAIR	0.06	Officer Director	$0	$0	$0
LINDSAY LEARD COOLIDGE	SECRETARY	0.04	Officer Director	$0	$0	$0
SEAN MCDONNELL	TREASURER	0.00	Officer Director	$0	$0	$0
DEAN HARA	TRUSTEE	0.04	Director	$0	$0	$0
PATRICIA B JACOBY	TRUSTEE	0.01	Director	$0	$0	$0
CAROLINE V MORTIMER	TRUSTEE	0.04	Director	$0	$0	$0
JOHN AUSTIN JR	VP OF FINANCE	7.50	Officer	$0	$15,820	$205,548
HELEN TELFER	VP OF FINANCE, PEOPLE, & CULTURE	7.50	Officer	$0	$2,387	$19,440
BETH BROWN	VP OF INSTITUTIONAL ADVANCEMENT	50.00	Officer	$0	$30,910	$265,145

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,377,038	$1,191,315	$5,893,586	$2,185,723
2024	$2,069,171	$1,210,428	$6,476,190	$858,743
2023	$3,610,273	$3,606,451	$4,948,403	$3,822
2022	$1,418,926	$1,111,546	$3,356,720	$307,380
2021	$1,566,839	$1,089,078	$2,983,534	$477,761
2020	$926,089	$939,434	$2,284,622	$-13,345
2019	$1,238,464	$1,229,226	$1,552,057	$9,238
2018	$1,423,362	$1,986,792	$1,542,000	$-563,430

FRIENDS OF MOUNT AUBURN CEMETERY