St Mary-Immaculate Conception FY2024 filing

Not tax-deductible

Methuen, MACemetery / fraternalEIN 04-2772307

Operation of a cemetery & mausoleum.

59¢ of each $1 spent went to programs.
$72K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $38K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
59%
of spending
Worth a look: 59% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$72K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $123
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$902K
-2% vs prior year
Spent
$880K
To programs
59%
Net assets
$4.2M
By yearFY2021–FY2025
Revenue
$902K
FY2024▼ -2%
Revenue by fiscal year
FY2021$1.0M
FY2022$999K
FY2023$916K
FY2024$902K
FY2025$1.1M
Expenses
$880K
FY2024▼ -7%
Expenses by fiscal year
FY2021$957K
FY2022$989K
FY2023$945K
FY2024$880K
FY2025$929K
Net assets
$4.2M
FY2024▲ +9%
Net assets by fiscal year
FY2021$4.6M
FY2022$3.7M
FY2023$3.9M
FY2024$4.2M
FY2025$4.5M

From the FY2024 Form 990 (year ending June 2024) · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

59 cents of each dollar spent went to programs.

Program services 59% · $521K Management & general 41% · $359K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

5 people listed on the 990; $72K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$72,432Pt 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.

See St Mary-Immaculate Conception executive salaries →

Are you one of these people? Claim this org to confirm your role

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Operates a cemetery and mausoleum for burials and memorial services.

Provided by the organization

This section is blank until St Mary-Immaculate Conception claims this page.

Know this organization? Claim it to add your story

1 program service account for $521K of program spending, described in the organization's own filed words · FY2023.
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.

$521Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

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

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$902K
Ln 12
Fees for servicesLn 2g$536K
Other incomeLn 4–11$233K
Investment incomeLn 3$133K
Money outPt IX
$880K
Ln 25
Programscol B$521K
Managementcol C$359K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$710K
Total assetsLn 16$5.5M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$536K
Investment incomeLn 3$133K
Other incomeLn 4–11$233K
Total revenueLn 12$902K
Assets in detailPt X, end of year
SavingsLn 2$710K
Cash and savings togetherLn 1–2$710K
InvestmentsLn 11–13$3.6M
Land, buildings, equipmentLn 10c$788K
Other assetsLn 15$77K
Total assetsLn 16$5.5M
LiabilitiesLn 26$1.3M
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 58
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$682K$710K
InvestmentsLn 11–13$3.3M$3.6M
Land, buildings, equipmentLn 10c$823K$788K
Total assetsLn 16$5.2M$5.5M
LiabilitiesLn 26$1.3M$1.3M
Net assetsLn 32$3.9M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$85K$85K
Other salaries and wagesLn 7$288K$202K$86K
Pension plan contributionsLn 8$49K$49K
Other employee benefitsLn 9$70K$42K$28K
Payroll taxesLn 10$32K$18K$14K
Accounting feesLn 11c$22K$22K
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$14K$14K
OccupancyLn 16$20K$20K
InterestLn 20$30K$30K
Depreciation, depletion and amortizationLn 22$54K$35K$18K
InsuranceLn 23$31K$31K
Other expenses (24a–d)Ln 24$157K$143K$14K
All other expensesLn 24e$19K$11K$8K
Total functional expensesLn 25$880K$521K$359K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$929K$132K$4.5M 990 PDF
FY2024 Viewing $902K$880K$22K$4.2M 990 PDF
FY2023 $916K$945K−$29K$3.9M 990 PDF
FY2022 $999K$989K$9K$3.7M 990 PDF
FY2021 $1.0M$957K$55K$4.6M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $901,501 across 3 lines filed
Lines not itemized here account for $232,868 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $535,858$535,858
VIII-3 Investment incomeRelated to mission $132,775$132,775
VIII-12 Total revenueRelated to mission $901,501 · Unrelated business $0 · Excluded from tax $0$901,501
Part IX · Statement of functional expenses $879,855 across 14 lines filed
IX-5 Pay of current officers, directors and key staffManagement $84,999$84,999
IX-7 Other salaries and wagesPrograms $201,626 · Management $85,880$287,506
IX-8 Pension plan contributionsManagement $49,255$49,255
IX-9 Other employee benefitsPrograms $41,741 · Management $28,373$70,114
IX-10 Payroll taxesPrograms $17,696 · Management $14,491$32,187
IX-11c Accounting feesManagement $21,520$21,520
IX-12 Advertising and promotionPrograms $10,162$10,162
IX-13 Office expensesManagement $13,549$13,549
IX-16 OccupancyManagement $20,151$20,151
IX-20 InterestPrograms $29,614$29,614
IX-22 Depreciation, depletion and amortizationPrograms $35,277 · Management $18,240$53,517
IX-23 InsurancePrograms $31,065$31,065
IX-24 Other expenses (24a–d)Programs $142,802 · Management $14,151$156,953
IX-24e All other expensesPrograms $11,273 · Management $7,990$19,263
IX-25 Total functional expensesPrograms $521,256 · Management $358,599 · Fundraising $0$879,855
Part X · Balance sheet $5,500,116 assets, 16 lines filed
X-2 Savings and temporary cash investmentsStart of year $682,132$710,097
X-4 Accounts receivableStart of year $26,512$27,631
X-8 Inventories for sale or useStart of year $351,380$324,745
X-9 Prepaid expenses and deferred chargesStart of year $9,953$11,565
X-10c Land, buildings and equipment, netStart of year $822,762$787,743
X-12 Other securitiesStart of year $3,250,439$3,561,266
X-15 Other assetsStart of year $72,835$77,069
X-16 Total assetsStart of year $5,216,013$5,500,116
X-17 Accounts payable and accrued expensesStart of year $79,531$53,361
X-19 Deferred revenueStart of year $6,639$139
X-25 Other liabilitiesStart of year $551,144$586,597
X-26 Total liabilitiesStart of year $1,334,815$1,274,385
X-27 Net assets without donor restrictionsStart of year $612,026$620,797
X-28 Net assets with donor restrictionsStart of year $3,269,172$3,604,934
X-32 Total net assets or fund balancesStart of year $3,881,198$4,225,731
X-33 Total liabilities and net assetsStart of year $5,216,013$5,500,116
Part XI · Reconciliation of net assets $4,225,731 net assets at year end
XI-1 Total revenue$901,501
XI-2 Total expenses$879,855
XI-3 Revenue less expenses$21,646
XI-4 Net assets at start of year$3,881,198
XI-5 Net unrealized gains (losses) on investments$322,887
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,225,731

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.