St Mary-Immaculate Conception EIN 04-2772307 Form 990 (PDF) Claim this org

St Mary-Immaculate Conception

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Form 990 for the fiscal year ending June 2025 (IRS tax year 2024).


Operates a cemetery and mausoleum for burials and memorial services. For fiscal year 2025 it reported $1.1M in revenue, $929K in expenses, and $4.5M in net assets.Pt I

Type
Cemetery / fraternal · Nonprofit
Location
Methuen, MA
Filings
5 on file (2021–2025)
Revenue
$1.1MFY2025
Expenses
$929K
Net assets
$4.5M
People
5
Filings
5
Updates
0
More identity details & actions ⌄
EIN  04-2772307 Cemetery / fraternal Methuen, MA
Form 990 (PDF)
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Size
$1–10M
What they do
Operates a cemetery and mausoleum for burials and memorial services.
Leadership
James M Jacobs · Executive Director · $90K
Money in and out
$1.1M revenue, $929K expenses
Bottom line
+12% surplus margin
Reported financial activity · FY2025
Total revenue
$1.1M
Pt VIII · Ln 12
Total expenses
$929K
Pt IX · Ln 25
Net assets
$4.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $132K
Where spending went · Part IX cols B–D
Program services $0.58 Management & general $0.42
Surplus margin
+12%
revenue over expenses, this year▲ +418% vs prior filing year
Program spending
58%
of expenses reach programs▼ -2% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$1.1M
FY2025▲ +18%
Expenses
$929K
FY2025▲ +6%
Total assets
$5.8M
FY2025▲ +5%
Total liabilities
$1.2M
FY2025▼ -3%
Revenue less expensesPt I · Ln 19$132K
Total assetsPt X · Ln 16$5.8M
Program-expense ratioPt IX · col B58%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSt Mary-Immaculate Conception
EINHdr · item D04-2772307
Principal addressHdr · item CMethuen, MA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(13) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFDec 1982

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$90,389Pt VII · Sec A
Director Minimum
$0Pt VII · Sec A
Director Minimum
$0Pt VII · Sec A
Director Minimum
$0Pt VII · Sec A
President - Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
James M Jacobs$90,389$72,432$70,159$69,098$68,152

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

1 program service account for $538K of program spending, described in the organization's own filed words · FY2024.
01

The Corporation operates and maintains a cemetery and mausoleum for the burial and interment of deceased persons. The Corporation also maintains a fund for perpetual care.

$538Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$675K · 64%
Other revenue$243K · 23%
Investment income$144K · 14%
Program service revenue64%$675K
Other revenue23%$243K
Investment income14%$144K
Total revenueLn 12$1.1M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.58 Management & general $0.42
Program services58%$538K
Management & general42%$392K
Total functional expensesLn 25$929K

Balance Sheet

Part X · end of year
CashLn 1$873K
Total assetsLn 16$5.8M
Total liabilitiesLn 26$1.2M
Total net assetsLn 32$4.5M
Months of cash on handcomputed11.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $4.6M · Operating expenses/yr $929K
60.0 months
Where the money goes
Program services
Program services $538K · Total expenses $929K
58%
Management & General
Management & general $392K · Total expenses $929K
42%
Fundraising
Fundraising $0 · Total expenses $929K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $67
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $1.1M
0%
Government reliance
Government grants — · Total revenue $1.1M
Earned-income share
Program service revenue $675K · Total revenue $1.1M
64%
Investment reliance
Investment income $144K · Total revenue $1.1M
+14%
Program self-sufficiency
Program service revenue $675K · Total expenses $929K
73%
Growth & trend
Revenue growth (YoY)
This year $1.1M · Prior year $902K
+18%
Revenue CAGR
FY2020 $1.0M · FY2024 $1.1M
+1%
Net-asset trend (YoY)
End of year $4.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.1M · Expenses $929K
+12%
Liabilities-to-Assets
Total liabilities — · Total assets $5.8M
Net-asset ratio
Net assets $4.5M · Total assets $5.8M
79%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $3.8M · Total assets (Pt X, ln 16) $5.8M
65%
People & payroll
Highest Reported Total Compensation
Individual James M Jacobs · Reported title Executive Director · Highest reported compensation $90K · Total expenses $929K
10%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $569K · Total expenses $929K
61%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 58%
Overhead ratio 42%
Revenue growth 18%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$123

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.1M revenue · viewing · ⤓ 990 PDF
FY2024$902K revenue · ⤓ 990 PDF
FY2023$916K revenue · ⤓ 990 PDF
FY2022$999K revenue · ⤓ 990 PDF
FY2021$1.0M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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