Mount Hebron Cemetery

Tax-deductible

Winchester, VACemetery / fraternalEIN 54-0311737

to maintain, manage, and provide services of a cemetery

Tax-exempt charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
Run by 5 volunteers and 11 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Are gifts tax-deductible?
Yes
Donations are tax-deductible
IRS Pub. 78 · IRS BMF
Is it filing on time?
FY2024
latest Form 990
IRS e-file · Filing history
Is it financially stable?
5 of 5
years in the black
Pt I · Ln 19 · 5 filings
How much reaches the programs?
72%
of spending
Pt IX · Ln 25 · col B
Do they have reserves?
4 mo
of spending, in cash
Pt X · Ln 1–2 · Pt I · Ln 18
Who is supporting them already?
1
named funder · $40K
Funders’ Sch. I, 990-PF
Do they carry debt?
$246K
liabilities
Pt X · Ln 26
Who oversees it?
9
independent of 9 voting board members
Pt VI · Ln 1a–1b
Revenue
$1.2M
+33% vs prior year
Spent
$651K
To programs
72%
Net assets
$8.4M
By yearFY2020–FY2024
Revenue
$1.2M
FY2024▲ +33%
Revenue by fiscal year
FY2020$662K
FY2021$1.6M
FY2022$1.1M
FY2023$889K
FY2024$1.2M
Expenses
$651K
FY2024▼ -1%
Expenses by fiscal year
FY2020$537K
FY2021$562K
FY2022$712K
FY2023$658K
FY2024$651K
Net assets
$8.4M
FY2024▲ +18%
Net assets by fiscal year
FY2020$5.7M
FY2021$7.2M
FY2022$6.8M
FY2023$7.1M
FY2024$8.4M

From the FY2024 Form 990 (year ending October 2024) · figures checked against the IRS filing · see the original

Give Claim

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Last filed FY2024 — 3 yrs ago
Legal name (IRS)Hdr · item CMount Hebron Cemetery
EINHdr · item D54-0311737
Exempt statusHdr · item I501(c)(13) · active
Ruling yearIRS BMFOct 1962
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CWinchester, VA
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Jwww.mthebroncemetery.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.72 Management & general $0.28
Program services72%$471K
Management & general28%$181K
Total functional expensesLn 25$651K

Financial health

Is it on solid ground?

Surplus margin
+45%
revenue over expenses, this year▲ +73% vs prior filing year
Program spending
72%
of expenses reach programs▼ -2% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$8.7M
FY2024▲ +13%
Total assets by fiscal year
FY2020$6.2M
FY2021$7.7M
FY2022$7.3M
FY2023$7.7M
FY2024$8.7M
Total liabilities
$246K
FY2024▼ -54%
Total liabilities by fiscal year
FY2020$470K
FY2021$511K
FY2022$482K
FY2023$538K
FY2024$246K
Revenue less expensesPt I · Ln 19$529K
Total assetsPt X · Ln 16$8.7M
Program-expense ratioPt IX · col B72%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49

Balance Sheet

Part X · end of year
CashLn 1$200K
Total assetsLn 16$8.7M
Total liabilitiesLn 26$246K
Total net assetsLn 32$8.4M
Months of cash on handcomputed3.7

Statement of Revenue

Part VIII
Investment income$601K · 51%
Program service revenue$506K · 43%
Other revenue$72K · 6%
Investment income51%$601K
Program service revenue43%$506K
Other revenue6%$72K
Contributions & grants$700
Total revenueLn 12$1.2M

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $200K · Operating expenses/yr $651K
3.7 months
Where the money goes
Program services
Program services $471K · Total expenses $651K
72%
Management & General
Management & general $181K · Total expenses $651K
28%
Fundraising
Fundraising $0 · Total expenses $651K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $34K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $700 · Total revenue $1.2M
0.06%
Government reliance
Government grants — · Total revenue $1.2M
—
Earned-income share
Program service revenue $506K · Total revenue $1.2M
43%
Investment reliance
Investment income $601K · Total revenue $1.2M
+51%
Program self-sufficiency
Program service revenue $506K · Total expenses $651K
78%
Growth & trend
Revenue growth (YoY)
This year $1.2M · Prior year $889K
+33%
Revenue CAGR
FY2019 $662K · FY2023 $1.2M
+16%
Net-asset trend (YoY)
End of year $8.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.2M · Expenses $651K
+45%
Liabilities-to-Assets
Total liabilities — · Total assets $8.7M
—
Net-asset ratio
Net assets $8.4M · Total assets $8.7M
97%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $8.7M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Philip B Glaize JR · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $651K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $424K · Total expenses $651K
65%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 72%——
Overhead ratio 28%——
Fundraising cost ratio 0%——
Revenue growth 33%——
Investment management fee ratio 0.2%——
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.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
1st Vice President
$0Pt VII · Sec A
2nd Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2021FY2020
James a Coots$62,588—
Linda M Shade—$45,412
Donald Shade—$45,336

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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Governance & Policies

Part VI
  • 9Voting board membersPt VI · Ln 1a
  • 9Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Maintains and manages a cemetery, offering services to the public.

Provided by the organization

This section is blank until Mount Hebron Cemetery claims this page.

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Mission & Programs · Part III

Where the work happens

3 program services account for $471K of program spending, described in the organization's own filed words · FY2023.
01

Burial & Cemetery Services

Provide interment services, gravesites, mausoleum crypts or niches in a columbarium, and monuments

$306Kprogram expense
02

Burial & Cemetery Services

Maintenance of the cemetery grounds and ongoing care of property

$94Kprogram expense
03

Burial & Cemetery Services

Invoice, collect, order, and manage financials including perpetual care fund

$71Kprogram expense

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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 · FY2021
Total grants receivedfrom 1 funder$40K

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest Viewing $1.2M$651K+33% 990 PDF
FY2023 $889K$658K-20% 990 PDF
FY2022 $1.1M$712K-31% 990 PDF
FY2021 $1.6M$562K+144% 990 PDF
FY2020 $662K$537K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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