BLUE HILL HERITAGE TRUST INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILL HERITAGE TRUST INC (EIN 22-2655830)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201703079349300220
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T09:44:15-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473458131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL L BOULET CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 046145929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222655830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILL HERITAGE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 2073745118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY MOULTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2073745118 | PhoneNum |
| Signature | 2017-10-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL L BOULET CPA | PreparerPersonNm |
| PTIN | P01651316 | PTIN |
| Phone | 2073742400 | PhoneNum |
| Preparation | 2017-10-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 823F204224DA8A65C0062342896655D0B3663F99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 823F204224DA8A65C0062342896655D0B3663F99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY MOULTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,652,958 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUEHILLHERITAGETRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | TO CONSERVE IN PERPETUITY LAND AND WATER RESOURCES THAT SUPPORT THE LONG- TERM HEALTH AND WELL-BEING OF THE NATURAL AND HUMAN COMMUNITIES ON THE BLUE HILL PENINSULA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 89 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $480,987 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,580,256 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $5,845 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,460 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,556 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,469 | PYOtherRevenueAmt |
| CY Other Revenue | $15,301 | CYOtherRevenueAmt |
| PY Total Revenue | $543,916 | PYTotalRevenueAmt |
| CY Total Revenue | $1,652,958 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $177,040 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $235,736 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $43,956 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $116,099 | PYOtherExpensesAmt |
| CY Other Expenses | $121,977 | CYOtherExpensesAmt |
| PY Total Expenses | $293,139 | PYTotalExpensesAmt |
| CY Total Expenses | $357,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $250,777 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,295,245 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,706,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,017,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $93,390 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $269,141 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,612,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,748,131 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CONSERVE IN PERPETUITY LAND AND WATER RESOURCES THAT SUPPORT THE LONG- TERM HEALTH AND WELL-BEING OF THE NATURAL AND HUMAN COMMUNITIES ON THE BLUE HILL PENINSULA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $259,855 | ExpenseAmt |
| Desc | THE ORGANIZATION WORKED TO 1) PROTECT VALUABLE CONSERVATION LAND FOR THE BENEFIT OF THE HUMAN AND NATURAL COMMUNITIES OF THE REGION 2) MONITORED ITS 68 EASEMENT PROPERTIES (3633 ACRES) AND MAINTAINED RELATIONSHIPS WITH CURRENT OWNERS 3) MANAGED THE 3,292 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 | $259,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE MCCLURE GROUP | PersonNm |
| Phone | 2073745433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 ELLSWORTH RD | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NORMAN ALT | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAM JOHNSON DECEASED 12716 | ||||||
| VICE PRESIDE | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY BARNES | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS TAYLOR | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRY MOULTON | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MITCHELL BAUM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER CLAPP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE COPPER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH O'MALLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRICIA QUIRK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SAMANTHA HASKELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BROOKE PARISH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,580,256 | AllOtherContributionsAmt |
| Noncash Contributions | $609,589 | NoncashContributionsAmt |
| Total Contributions | $1,580,256 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MERCHANDISE SALES | $4,675 | $4,675 | |
| MISCELLANEOUS | $1,170 | $1,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,845 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,556 | TotalRevenueColumnAmt |
| Exclusion | $51,556 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,301 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,301 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,301 | TotalRevenueColumnAmt |
| Exclusion | $15,301 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,652,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,675 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $68,027 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,456 | TotalAmt |
| Program Services | $169,962 | ProgramServicesAmt |
| Management And General | $21,247 | ManagementAndGeneralAmt |
| Fundraising | $21,247 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,925 | TotalAmt |
| Program Services | $5,541 | ProgramServicesAmt |
| Management And General | $692 | ManagementAndGeneralAmt |
| Fundraising | $692 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,355 | TotalAmt |
| Program Services | $13,085 | ProgramServicesAmt |
| Management And General | $1,635 | ManagementAndGeneralAmt |
| Fundraising | $1,635 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526 | TotalAmt |
| Program Services | $526 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,825 | TotalAmt |
| Management And General | $5,825 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,439 | TotalAmt |
| Management And General | $11,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,979 | TotalAmt |
| Program Services | $5,244 | ProgramServicesAmt |
| Management And General | $1,113 | ManagementAndGeneralAmt |
| Fundraising | $622 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419 | TotalAmt |
| Fundraising | $419 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,107 | TotalAmt |
| Program Services | $9,053 | ProgramServicesAmt |
| Management And General | $1,235 | ManagementAndGeneralAmt |
| Fundraising | $5,819 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,913 | TotalAmt |
| Program Services | $4,730 | ProgramServicesAmt |
| Management And General | $887 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,287 | TotalAmt |
| Program Services | $986 | ProgramServicesAmt |
| Management And General | $329 | ManagementAndGeneralAmt |
| Fundraising | $1,972 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577 | TotalAmt |
| Program Services | $258 | ProgramServicesAmt |
| Management And General | $2,061 | ManagementAndGeneralAmt |
| Fundraising | $258 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,071 | TotalAmt |
| Program Services | $1,657 | ProgramServicesAmt |
| Management And General | $311 | ManagementAndGeneralAmt |
| Fundraising | $103 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,517 | TotalAmt |
| Program Services | $5,517 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,766 | TotalAmt |
| Program Services | $7,974 | ProgramServicesAmt |
| Management And General | $1,654 | ManagementAndGeneralAmt |
| Fundraising | $138 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAND PROJECTS | $12,001 | $11,251 | $200 | $550 |
| SPECIAL PROJECTS | $9,706 | $8,735 | $971 | |
| REAL ESTATE TAX | $8,326 | $8,326 | ||
| SPECIAL EVENTS | $6,830 | $6,830 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,688 | TotalAmt |
| Program Services | $7,010 | ProgramServicesAmt |
| Management And General | $4,303 | ManagementAndGeneralAmt |
| Fundraising | $3,375 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,713 | TotalAmt |
| Program Services | $259,855 | ProgramServicesAmt |
| Management And General | $53,902 | ManagementAndGeneralAmt |
| Fundraising | $43,956 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99 | BOYAmt |
| EOY | $109,449 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,683 | BOYAmt |
| EOY | $899,652 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000 | BOYAmt |
| EOY | $667,100 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,508 | BOYAmt |
| EOY | $3,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,752,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,635,207 | BOYAmt |
| EOY | $5,687,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,446,547 | BOYAmt |
| EOY | $1,599,888 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,706,044 | BOYAmt |
| EOY | $9,017,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,018 | BOYAmt |
| EOY | $12,719 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,151 | BOYAmt |
| EOY | $256,422 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,221 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,390 | BOYAmt |
| EOY | $269,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,054 | BOYAmt |
| EOY | $4,610,429 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,144 | BOYAmt |
| EOY | $1,656,688 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,352,456 | BOYAmt |
| EOY | $2,481,014 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,612,654 | BOYAmt |
| EOY | $8,748,131 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,706,044 | BOYAmt |
| EOY | $9,017,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,295,245 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $51,482 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,211,250 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $480,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580,256 | CurrentTaxYearAmt |
| Total | $3,586,660 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $480,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580,256 | CurrentTaxYearAmt |
| Total | $3,586,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,586,660 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,556 | CurrentTaxYearAmt |
| Total | $220,496 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,301 | CurrentTaxYearAmt |
| Total | $72,724 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,170 | CurrentTaxYearAmt |
| Total | $4,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,884,212 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,675 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS 4,332 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 68 | TotalEasementsCnt |
| Total Acreage | 3291.77 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 325.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $8,074 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,146,257 | BeginningYearBalanceAmt |
| Contributions | $56,492 | ContributionsAmt |
| Investment Earnings Or Losses | $71,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,009 | OtherExpendituresAmt |
| Administrative Expenses | $11,439 | AdministrativeExpensesAmt |
| End Year Balance | $1,216,290 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,153,795 | BeginningYearBalanceAmt |
| Contributions | $96,717 | ContributionsAmt |
| Investment Earnings Or Losses | -$50,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,744 | OtherExpendituresAmt |
| End Year Balance | $1,146,257 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,058,399 | BeginningYearBalanceAmt |
| Contributions | $49,500 | ContributionsAmt |
| Investment Earnings Or Losses | $94,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,125 | OtherExpendituresAmt |
| Administrative Expenses | $12,379 | AdministrativeExpensesAmt |
| End Year Balance | $1,153,795 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $853,517 | BeginningYearBalanceAmt |
| Contributions | $132,040 | ContributionsAmt |
| Investment Earnings Or Losses | $99,089 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,247 | OtherExpendituresAmt |
| End Year Balance | $1,058,399 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $797,445 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $88,072 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,000 | OtherExpendituresAmt |
| End Year Balance | $853,517 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,485,694 | OtherCostOrOtherBasisAmt |
| Book Value | $5,485,694 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $266,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,542 | DepreciationAmt |
| Book Value | $201,981 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,687,675 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,652,958 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,652,958 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,652,958 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $357,713 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $357,713 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $357,713 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | THE ORGANIZATION HAS A WRITTEN MONITORING AND ENFORCEMENT POLICY. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT AND QUASI-ENDOWMENT FUNDS SERVE TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S PROGRAMS, WITH A PORTION SPECIFICALLY DEDICATED TO THE STEWARDSHIP OF THE LANDS IT OWNS AND THE CONSERVATION EASEMENTS IT HOLDS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $419,989 | NoncashContributionsRptF990Amt |
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $189,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE. | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 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 12C | ALL 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 15A | THE 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 19 | THE 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 XI, LINE 9 | PRIOR PERIOD ADJUSTMENT OF -1,211,250 TO RECOGNIZE IMPAIRED VALUE OF CONSERVATION LAND WITH EASEMENTS. |