STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLUE HILL HERITAGE TRUST INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BLUE HILL HERITAGE TRUST INC (EIN 22-2655830)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-25
IRS object ID
202332689349300113
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-25T10:40:55-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830772076PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LG&HBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 STILLWATER AVE STE 5AddressLine1Txt
CityBANGORCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222655830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE HILL HERITAGE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone2073745118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 222AddressLine1Txt
CityBLUE HILLCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIA MCKEAGUEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2073745118PhoneNum
Signature2023-07-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARCIAPersonFirstNm
Person LastMCKEAGUEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREA WHITEPreparerPersonNm
PTINP01070808PTIN
Phone2079904585PhoneNum
Preparation2023-09-25PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHANNAH WEBBERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 SUNUP LANEAddressLine1Txt
CitySURRYCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04684ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,106,238GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BLUEHILLHERITAGETRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateMELegalDomicileStateCd
Activity Or MissionTO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers140TotalVolunteersCnt
Total Gross UBI$24,720TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$23,720NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,720,643PYContributionsGrantsAmt
CY Contributions Grants$922,637CYContributionsGrantsAmt
PY Program Service Revenue$6,500PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$77,338PYInvestmentIncomeAmt
CY Investment Income$112,867CYInvestmentIncomeAmt
PY Other Revenue$38,562PYOtherRevenueAmt
CY Other Revenue$55,919CYOtherRevenueAmt
PY Total Revenue$1,843,043PYTotalRevenueAmt
CY Total Revenue$1,091,423CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$418,900PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$475,655CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,461CYTotalFundraisingExpenseAmt
PY Other Expenses$345,219PYOtherExpensesAmt
CY Other Expenses$584,838CYOtherExpensesAmt
PY Total Expenses$764,119PYTotalExpensesAmt
CY Total Expenses$1,060,493CYTotalExpensesAmt
PY Revenues Less Expenses$1,078,924PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,930CYRevenuesLessExpensesAmt
Total Assets BOY$16,485,936TotalAssetsBOYAmt
Total Assets EOY$15,834,216TotalAssetsEOYAmt
Total Liabilities BOY$186,180TotalLiabilitiesBOYAmt
Total Liabilities EOY$215,157TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,299,756NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,619,059NetAssetsOrFundBalancesEOYAmt
MissionTO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$785,491ExpenseAmt
DescTHE ORGANIZATION WORKED TO 1) PROTECT VALUABLE CONSERVATION LAND FOR THE BENEFIT OF THE HUMAN AND NATURAL COMMUNITIES OF THE REGION 2) MONITORED ITS 70 EASEMENT PROPERTIES (3,650 ACRES) AND MAINTAINED RELATIONSHIPS WITH CURRENT OWNERS 3) MANAGED THE 8,112 ACRES OF CONSERVATION LAND OWNED BY THE TRUST, FOR THE PRESERVATION OF CONSERVATION VALUE 4) MAINTAINED PUBLIC ACCESS ON 27 MILES OF TRAILS AND MULTIPLE SHORELINE ACCESS POINTS 5) SERVED ITS COMMUNITIES BY OFFERING FREE AND PUBLIC EDUCATIONAL PROGRAMS, FOR BOTH CHILDREN AND ADULTS.Desc
Total Program Service Expenses$785,491TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHANS CARLSONPersonNm
Phone2073745118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 222AddressLine1Txt
CityBLUE HILLCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04614ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SAMANTHA HASKELL
DIRECTOR2.00Yes (X)$0$0$0
HANNAH WEBBER
PRESIDENT4.00Yes (X)$0$0$0Yes (X)
MARCIA MCKEAGUE
TREASURER4.00Yes (X)$0$0$0Yes (X)
NORMAN ALT
DIRECTOR2.00Yes (X)$0$0$0
MARY BARNES
DIRECTOR2.00Yes (X)$0$0$0
PETER CLAPP
DIRECTOR2.00Yes (X)$0$0$0
RANDY CURTIS
DIRECTOR2.00Yes (X)$0$0$0
GEORGE HURVITT
SECRETARY2.00Yes (X)$0$0$0Yes (X)
SARAH JAFFRAY KING
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
BROOKE PARISH
DIRECTOR2.00Yes (X)$0$0$0
BRENDON REAY
DIRECTOR2.00Yes (X)$0$0$0
KATE TOMKINS
DIRECTOR2.00Yes (X)$0$0$0
HANS CARLSON
EXECUTIVE DI40.00$97,776$0$2,520Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$97,776TotalReportableCompFromOrgAmt
Total Other Compensation$2,520TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$922,637AllOtherContributionsAmt
Total Contributions$922,637TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,867TotalRevenueColumnAmt
Exclusion$112,867ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$35,920RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$35,920RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,920TotalRevenueColumnAmt
Unrelated Business Revenue$24,720UnrelatedBusinessRevenueAmt
Exclusion$11,200ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$8,837GrossSalesOfInventoryAmt
Cost Of Goods Sold$14,815CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,978TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,978RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FEES FOR SERVICES$20,942$20,942
MISC$5,035$5,035
FieldValueIRS element (for citing)
Other Revenue Total$25,977OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,091,423TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,978RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$24,720UnrelatedBusinessRevenueAmt
Exclusion$150,044ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$100,296TotalAmt
Program Services$24,444ProgramServicesAmt
Management And General$61,186ManagementAndGeneralAmt
Fundraising$14,666FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$331,446TotalAmt
Program Services$292,942ProgramServicesAmt
Management And General$33,867ManagementAndGeneralAmt
Fundraising$4,637FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,009TotalAmt
Management And General$7,009ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,904TotalAmt
Program Services$27,288ProgramServicesAmt
Management And General$7,956ManagementAndGeneralAmt
Fundraising$1,660FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,077TotalAmt
Program Services$1,077ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,801TotalAmt
Management And General$11,801ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$18,758TotalAmt
Management And General$18,758ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$357,178TotalAmt
Program Services$329,331ProgramServicesAmt
Management And General$24,347ManagementAndGeneralAmt
Fundraising$3,500FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,312TotalAmt
Program Services$1,649ProgramServicesAmt
Management And General$20,213ManagementAndGeneralAmt
Fundraising$450FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,027TotalAmt
Program Services$3,059ProgramServicesAmt
Management And General$8,534ManagementAndGeneralAmt
Fundraising$434FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,102TotalAmt
Program Services$7,902ProgramServicesAmt
Management And General$200ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,478TotalAmt
Program Services$5,995ProgramServicesAmt
Management And General$179ManagementAndGeneralAmt
Fundraising$304FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,351TotalAmt
Management And General$6,351ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,880TotalAmt
Program Services$14,328ProgramServicesAmt
Management And General$4,776ManagementAndGeneralAmt
Fundraising$4,776FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,516TotalAmt
Program Services$10,569ProgramServicesAmt
Management And General$2,947ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FEES AMD TAXES$48,235$27,187$19,449$1,599
STEWARDSHIP$22,376$20,052$2,324
OUTREACH$21,297$14,791$4,008$2,498
MEMBERSHIPS$5,786$4,877$725$184

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,664TotalAmt
Management And General$911ManagementAndGeneralAmt
Fundraising$4,753FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,060,493TotalAmt
Program Services$785,491ProgramServicesAmt
Management And General$235,541ManagementAndGeneralAmt
Fundraising$39,461FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$223,811BOYAmt
EOY$52,596EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,217,443BOYAmt
EOY$1,233,346EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$792,950BOYAmt
EOY$466,873EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$134BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,925BOYAmt
EOY$3,925EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,777,507LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$80,338LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,226,112BOYAmt
EOY$9,697,169EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,476,561BOYAmt
EOY$3,835,307EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$545,000BOYAmt
EOY$545,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,485,936BOYAmt
EOY$15,834,216EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,262BOYAmt
EOY$17,320EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$48,838EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$155,918BOYAmt
EOY$148,999EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$186,180BOYAmt
EOY$215,157EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,962,050BOYAmt
EOY$8,204,096EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,337,706BOYAmt
EOY$7,414,963EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,299,756BOYAmt
EOY$15,619,059EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,485,936BOYAmt
EOY$15,834,216EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,930ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$711,627NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,505,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$818,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,171,058CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,720,643CurrentTaxYearMinus1YearAmt
Current Tax Year$922,637CurrentTaxYearAmt
Total$7,137,673TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,505,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$818,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,171,058CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,720,643CurrentTaxYearMinus1YearAmt
Current Tax Year$922,637CurrentTaxYearAmt
Total$7,137,673TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,496,663SubstantialContributorsTotAmt
Public Support Total170$5,641,010PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,410CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,191CurrentTaxYearMinus1YearAmt
Current Tax Year$124,067CurrentTaxYearAmt
Total$418,308TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,303CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,000CurrentTaxYearMinus1YearAmt
Current Tax Year$24,720CurrentTaxYearAmt
Total$82,197TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,448CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,296CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,243CurrentTaxYearMinus2YearsAmt
Total$7,987TotalAmt
FieldValueIRS element (for citing)
Total Support$7,646,165TotalSupportAmt
Gross Receipts Rltd Activities$52,033GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73780PublicSupportCY170Pct
Public Support PY1700.78830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationMISCELLANEOUS 7,987ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements70TotalEasementsCnt
Total Acreage3649.67TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement280.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$6,665ExpensesIncurredEnforcementAmt
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$133,665BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Investment Earnings Or Losses$1,836InvestmentEarningsOrLossesAmt
Other Expenditures$1,836OtherExpendituresAmt
End Year Balance$138,665EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$124,500BeginningYearBalanceAmt
Contributions$9,165ContributionsAmt
Investment Earnings Or Losses$8,619InvestmentEarningsOrLossesAmt
Other Expenditures$8,619OtherExpendituresAmt
End Year Balance$133,665EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,571,303BeginningYearBalanceAmt
Contributions$61,950ContributionsAmt
Investment Earnings Or Losses$7,379InvestmentEarningsOrLossesAmt
Other Expenditures$1,516,132OtherExpendituresAmt
End Year Balance$124,500EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,368,953BeginningYearBalanceAmt
Contributions$121,956ContributionsAmt
Investment Earnings Or Losses$259,253InvestmentEarningsOrLossesAmt
Other Expenditures$163,741OtherExpendituresAmt
Administrative Expenses$15,118AdministrativeExpensesAmt
End Year Balance$1,571,303EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,440,284BeginningYearBalanceAmt
Contributions$53,035ContributionsAmt
Investment Earnings Or Losses-$89,741InvestmentEarningsOrLossesAmt
Other Expenditures$19,800OtherExpendituresAmt
Administrative Expenses$14,825AdministrativeExpensesAmt
End Year Balance$1,368,953EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,253,858OtherCostOrOtherBasisAmt
Book Value$9,253,858BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$433,549OtherCostOrOtherBasisAmt
Depreciation$46,297DepreciationAmt
Book Value$387,252BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,100OtherCostOrOtherBasisAmt
Depreciation$34,041DepreciationAmt
Book Value$56,059BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,697,169TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$413,623TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$711,627NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$14,250DonatedServicesAndUseFcltsAmt
Other Revenue$108,055OtherRevenueAmt
Revenue Not Reported-$589,322RevenueNotReportedAmt
Revenue Subtotal$1,002,945RevenueSubtotalAmt
Investment Expenses Not Incld$18,758InvestmentExpensesNotIncldAmt
Other Revenues Not Included$69,720OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$88,478RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,091,423TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,110,838TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$14,250DonatedServicesUseFcltsAmt
Other Expenses Included$54,853OtherExpensesIncludedAmt
Expenses Not Reported$69,103ExpensesNotReportedAmt
Expenses Subtotal$1,041,735ExpensesSubtotalAmt
Investment Expenses Not Incld2$18,758InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$18,758ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,060,493TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 1, PART II, LINE 5ORGANIZATION HAS A CONSERVATION EASEMENT ENFORCEMENT POLICY.
SCHEDULE D, PAGE 1, PART II, LINE 9ORGANIZATION DOES NOT RECORD CONSERVATION EASEMENTS ON ITS BALANCE SHEET AND DONATIONS OF EASEMENTS ARE NOT REFLECTED AS INCOME. MONITORING AND STEWARDSHIP EXPENSES ARE EXPENSED AS INCURRED. TEXT OF FINANCIAL STATEMENT FOOTNOTE CONSERVATION EASEMENTS, WHETHER PURCHASED OR DONATED, ARE CONSIDERED TO HAVE NO ECONOMIC VALUE, AND ARE RECORDED AT COST OF FAIR MARKET VALUE AT THE TIME OF DONATION, LESS A 100% ALLOWANCE FOR IMPAIRMENT.
SCHEDULE D, PAGE 2, PART V, LINE 4THE ENDOWMENT FUNDS SERVE TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S PROGRAMS, WITH PORTIONS SPECIFICALLY DEDICATED TO OPERATIONS AND INTERNSHIPS. NOTE: THE ORGANIZATION RESOLVED IN 2020 TO USE THE TERM "ENDOWMENT" TO MEAN AN INSTITUTIONAL FUND OR PART THEREOF THAT, UNDER THE TERMS OF A GIFT INSTRUMENT, IS NOT WHOLLY EXPENDABLE BY THE INSTITUTION ON A CURRENT BASIS. ACCORDINGLY, FUNDS TOTALING 1,508,753 THAT HAD PREVIOUSLY BEEN CLASSIFIED AS ENDOWMENT FUNDS WERE RECLASSIFIED TO INVESTMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1E FOR 2020 INCLUDES THESE RECLASSIFIED FUNDS.
SCHEDULE D, PAGE 4, PART XI, LINE 2DPCE LEASE REVENUE 93,240 COST OF GOODS SOLD 14,815
SCHEDULE D, PAGE 4, PART XI, LINE 4BPCE DIVIDEND 45,000 LEASE REVENUE 24,720
SCHEDULE D, PAGE 4, PART XII, LINE 2DPCE EXPENSES 40,038 COST OF GOODS SOLD 14,815

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990AS NOTED ON SCHEDULE D, THE ORGANIZATION RESOLVED IN 2020 TO USE THE TERM "ENDOWMENT" TO MEAN AN INSTITUTIONAL FUND OR PART THEREOF THAT, UNDER THE TERMS OF A GIFT INSTRUMENT, IS NOT WHOLLY EXPENDABLE BY THE INSTITUTION ON A CURRENT BASIS. ACCORDINGLY, FUNDS TOTALING 1,508,753 THAT HAD PREVIOUSLY BEEN CLASSIFIED AS ENDOWMENT FUNDS WERE RECLASSIFIED TO INVESTMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1E FOR 2020 INCLUDES THESE RECLASSIFIED FUNDS.
FORM 990, PAGE 6, PART VI, LINE 4ARTICLE II MEMBERSHIP CHANGED FROM: SECTION 1. ELIGIBILITY. THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO SUPPORT ITS MISSION AND WHO HAVE PROVIDED FINANCIAL OR OTHER CONTRIBUTIONS TO THE WORK OF THE CORPORATION. SECTION 2. RIGHTS AND RESPONSIBILITIES OF MEMBERS. MEMBERS SHALL HAVE SUCH RIGHTS AND PRIVILEGES, AS THE BOARD OF DIRECTORS SHALL DETERMINE. ARTICLE III MEETINGS OF MEMBERS OF THE CORPORATION SECTION 1. ANNUAL MEETING. THE ANNUAL MEETING OF THE MEMBERS SHALL BE HELD EACH YEAR AT A TIME AND PLACE DETERMINED BY THE BOARD OF DIRECTORS. SECTION 2. NOTICE. NOTICE OF THE PLACE, DATE AND HOUR OF THE ANNUAL MEETING SHALL BE GIVEN TO EACH MEMBER NOT LESS THAN TEN (10) DAYS BEFORE THE DATE OF SUCH MEETING. TO: ARTICLE III. MEMBERS. THE CORPORATION SHALL HAVE NO MEMBERS. --------------------------------------------------------------------------- ARTICLE V(B) OFFICERS, VICE PRESIDENT, CHANGED FROM: (B) VICE PRESIDENT(S): POWERS AND DUTIES. A VICE PRESIDENT SHALL HAVE SUCH POWERS AND DUTIES AS MAY BE ASSIGNED BY THE BOARD FROM TIME TO TIME. IN THE ABSENCE OF THE PRESIDENT, A VICE PRESIDENT, IN THE ORDER DESIGNATED BY THE BOARD, SHALL PERFORM THE DUTIES OF THE PRESIDENT TO: ARTICLE V(B) OFFICERS, VICE PRESIDENT THE VICE PRESIDENT SHALL BE ELECTED WITH THE EXPECTATION THAT HE OR SHE WILL SUCCEED TO THE OFFICE OF PRESIDENT DURING THE NEXT TERM AND SHALL HAVE SUCH POWERS AND DUTIES AS MAY BE ASSIGNED BY THE BOARD FROM TIME TO TIME. IN THE ABSENCE OF THE PRESIDENT, THE VICE PRESIDENT, SHALL PERFORM THE DUTIES OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS FIRST REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR, THEN IT IS CIRCULATED TO THE WHOLE BOARD FOR REVIEW. SUBSEQUENT TO REVIEW BY THE WHOLE BOARD, THE 990 IS FILED.
FORM 990, PAGE 6, PART VI, LINE 12CALL TRANSACTIONS ARE REVIEWED BY STAFF AND THE BOARD FOR POTENTIAL CONFLICTS OF INTEREST AS PART OF THEIR APPROVAL PROCESS, PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS USES THE MOST RECENT SALARY SURVEYS CONDUCTED BY THE NATIONAL LAND TRUST ALLIANCE AND THE STATE-LEVEL MAINE ASSOCIATION OF NONPROFITS, AS WELL AS DIRECT COMMUNICATION WITH SIMILAR ORGANIZATIONS, TO GUIDE ITS COMPENSATION DECISIONS.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION'S GOVERNANCE DOCUMENTS AND POLICIES (INCLUDING ITS CONFLICT OF INTEREST POLICY), ANNUAL FINANCIAL STATEMENTS, AND IRS FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE AT 157 HINCKLEY RIDGE ROAD, BLUE HILL, MAINE. THE FOLLOWING ARE CURRENTLY ALSO AVAILABLE ON ITS WEBSITE: MISSION, STATEMENT OF VALUES, BYLAWS, BOARD AND STAFF INFORMATION AND RECENT IRS FORMS 990.
FORM 990, PART IX, LINE 11GCONTRACTED LABOR 267,406 24,347 3,500 APPRAISALS & SURVEYS 61,925 0 0 TOTAL 329,331 24,347 3,500

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PENINSULA CONSERVATION ENTERPRISESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 164AddressLine1Txt
CityBLUE HILLCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04614ZIPCd
FieldValueIRS element (for citing)
EIN854111815EIN
Primary ActivitiesLESSORSPrimaryActivitiesTxt
Legal Domicile StateMELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeC CORPEntityTypeTxt
Share Of Total Income$93,240ShareOfTotalIncomeAmt
Share Of EOY Assets$341,516ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd