BLUE HILL HERITAGE TRUST INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILL HERITAGE TRUST INC (EIN 22-2655830)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-11
- IRS object ID
- 201412239349301466
- Schema version
- 2013v3.1
- 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 | 2014-08-11T12:35:01-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201530518 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHA LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 344 ELLSWORTH RD PO BOX 697 | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 04614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 046140222 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DOW | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2073745118 | PhoneNum |
| Signature | 2014-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW K LASLIE CPA | PreparerPersonNm |
| PTIN | P00448181 | PTIN |
| Phone | 2073749985 | PhoneNum |
| Preparation | 2014-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES DOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222 | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 04614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,618,612 | 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 LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $524,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,571,504 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,135 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,881 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,083 | PYOtherRevenueAmt |
| CY Other Revenue | $16,227 | CYOtherRevenueAmt |
| PY Total Revenue | $564,034 | PYTotalRevenueAmt |
| CY Total Revenue | $1,618,612 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $151,823 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $150,439 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,890 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $100,571 | PYOtherExpensesAmt |
| CY Other Expenses | $235,187 | CYOtherExpensesAmt |
| PY Total Expenses | $252,394 | PYTotalExpensesAmt |
| CY Total Expenses | $385,626 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $311,640 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,232,986 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,641,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,945,449 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,081 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,616 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,567,573 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,872,833 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $330,361 | ExpenseAmt |
| Desc | THE ORGANIZATION (1) WORKED WITH LANDOWNERS IN ITS SERVICE AREA TO CONSERVE LANDS WITH OUTSTANDING CONSERVATION VALUES THROUGH FEE ACQUISITION OR WITH CONSERVATION EASEMENTS, COMPLETING EIGHT SUCH PROJECTS DURING 2013 (FIVE FEE ACQUISITIONS, THREE CONSERVATION EASEMENTS) AND ADVANCING SEVERAL OTHERS TOWARDS COMPLETION; (2) MAINTAINED RELATIONSHIPS WITH THE OWNERS OF THE 57 CONSERVATION EASEMENT PROPERTIES IT HOLDS ON 3,456 ACRES; (3) MANAGED THE 2,878 ACRES OF CONSERVATION LAND IT OWNS IN FEE, ENSURING THAT THEIR CONSERVATION VALUES ARE PROTECTED; (4) MAINTAINED FOR PUBLIC USE OVER 18 MILES OF WALKING TRAILS ON THE PROPERTIES IT OWNS OR MONITORS; (5) PROVIDED PUBLIC NATURAL HISTORY EDUCATIONAL PROGRAMS ON ITS LANDS THAT WERE ENJOYED BY SEVERAL HUNDRED PARTICIPANTS. | Desc |
| Total Program Service Expenses | $330,361 | 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 | Yes (true) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DOW | PersonNm |
| Phone | 2073745118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 258 MOUNTAIN ROAD | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 04605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARY BARNES | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAM JOHNSON | ||||||
| CO-VICE PRES | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NORMAN ALT | ||||||
| CO-VICE PRES | 2.00 | Yes (X) | 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 | |
| JON HOPKINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM KANNRY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MERRIFIELD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PORTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN MROZICKI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOY RICHARDSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES DOW | ||||||
| EXEC. DIRECT | 40.00 | Yes (X) | $72,000 | $0 | $12,491 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $72,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,491 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,571,504 | AllOtherContributionsAmt |
| Noncash Contributions | $327,000 | NoncashContributionsAmt |
| Total Contributions | $1,571,504 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,881 | TotalRevenueColumnAmt |
| Exclusion | $30,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $616 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $616 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $15,611 | TotalRevenueColumnAmt |
| Exclusion | $15,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,611 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,618,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $616 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $46,492 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,439 | TotalAmt |
| Program Services | $109,341 | ProgramServicesAmt |
| Management And General | $24,597 | ManagementAndGeneralAmt |
| Fundraising | $16,501 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165 | TotalAmt |
| Program Services | $165 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,625 | TotalAmt |
| Management And General | $6,625 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,699 | TotalAmt |
| Program Services | $1,474 | ProgramServicesAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69 | TotalAmt |
| Program Services | $69 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,642 | TotalAmt |
| Program Services | $2,896 | ProgramServicesAmt |
| Management And General | $458 | ManagementAndGeneralAmt |
| Fundraising | $288 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,947 | TotalAmt |
| Program Services | $1,421 | ProgramServicesAmt |
| Management And General | $312 | ManagementAndGeneralAmt |
| Fundraising | $214 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,509 | TotalAmt |
| Program Services | $4,753 | ProgramServicesAmt |
| Management And General | $1,010 | ManagementAndGeneralAmt |
| Fundraising | $746 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360 | TotalAmt |
| Program Services | $2,360 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,156 | TotalAmt |
| Program Services | $5,156 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,543 | TotalAmt |
| Program Services | $6,328 | ProgramServicesAmt |
| Management And General | $720 | ManagementAndGeneralAmt |
| Fundraising | $495 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EASEMENTS | $135,000 | $135,000 |
| SPECIAL PROJECTS | $18,649 | $18,649 |
| INVESTMENT ACCOUNT FEES | $9,248 | $9,248 |
| REAL ESTATE TAX | $8,835 | $8,835 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,740 | TotalAmt |
| Program Services | $24,666 | ProgramServicesAmt |
| Management And General | $520 | ManagementAndGeneralAmt |
| Fundraising | $2,554 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,626 | TotalAmt |
| Program Services | $330,361 | ProgramServicesAmt |
| Management And General | $34,375 | ManagementAndGeneralAmt |
| Fundraising | $20,890 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57 | BOYAmt |
| EOY | $10 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,610 | BOYAmt |
| EOY | $522,390 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483 | BOYAmt |
| EOY | $49,644 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,003 | BOYAmt |
| EOY | $3,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,360,046 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,673 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,267,984 | BOYAmt |
| EOY | $5,311,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,517 | BOYAmt |
| EOY | $1,058,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,641,654 | BOYAmt |
| EOY | $6,945,449 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,615 | BOYAmt |
| EOY | $6,228 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,466 | BOYAmt |
| EOY | $66,388 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,081 | BOYAmt |
| EOY | $72,616 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,312,065 | BOYAmt |
| EOY | $3,491,669 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,587 | BOYAmt |
| EOY | $299,108 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,921 | BOYAmt |
| EOY | $3,082,056 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,567,573 | BOYAmt |
| EOY | $6,872,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,641,654 | BOYAmt |
| EOY | $6,945,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,232,986 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $72,274 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $283,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $412,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $483,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $524,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,169 | CurrentTaxYearAmt |
| Total | $2,408,093 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $412,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $483,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $524,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,169 | CurrentTaxYearAmt |
| Total | $2,408,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $341,510 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,066,583 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,881 | CurrentTaxYearAmt |
| Total | $142,042 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $16,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,970 | CurrentTaxYearAmt |
| Total | $56,916 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,641 | CurrentTaxYearAmt |
| Total | $8,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,615,735 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $616 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORTING SCHEDULE | NAWCA FUNDS 867,335 |
| PART II, LINE 10 | MISCELLANEOUS 8,684 |
| SUPPLEMENTAL INFORMATION | DURING 2013, BLUE HILL HERITAGE TRUST (BHHT)RECEIVED "UNUSUAL GRANTS" ( NON-RECURRING FOR SPECIFIC ONE-TIME PURPOSES) FROM MAINE COAST HERITAGE TRUST (MCHT) IN THE TOTAL AMOUNT OF 867,335. ALL BUT 10,000 OF THESE FUNDS WERE FROM A NORTH AMERICAN WETLANDS CONSERVATION ACT GRANT AWARDED TO A MCHT/BHHT CONSERVATION PARTNERSHIP PROJECT IN THE BAGADUCE RIVER WATERSHED AND WERE USED FOR THE PURCHASE OF CONSERVATION LANDS. MCHT WAS THE FORMAL GRANTEE AND ADMINISTERED THE GRANT. THE FUNDS THAT BHHT RECEIVED FROM THE GRANT VIA MCHT WERE FOR LANDS THAT IT PURCHASED AS PART OF THE PROJECT PARTNERSHIP. THE REMAINING 10,000 WAS A SPECIAL GRANT TO ASSIST WITH THE IMPLEMENTATION OF AN ORGANIZATIONAL MERGER PROCESS THROUGH WHICH THE CONSERVATION TRUST OF BROOKSVILLE,CASTINE AND PENOBSCOT, A NEIGHBORING LAND TRUST, WOULD BE MERGED INTO BHHT. (THE LEGAL MERGER WAS COMPLETED IN MARCH, 2014) |
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 | 57 | TotalEasementsCnt |
| Total Acreage | 3456.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 320.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $3,527 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $887,658 | BeginningYearBalanceAmt |
| Contributions | $30,215 | ContributionsAmt |
| Investment Earnings Or Losses | -$45,428 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| End Year Balance | $797,445 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $757,615 | BeginningYearBalanceAmt |
| Contributions | $70,349 | ContributionsAmt |
| Investment Earnings Or Losses | $89,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,000 | OtherExpendituresAmt |
| End Year Balance | $887,658 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $596,922 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $180,693 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,000 | OtherExpendituresAmt |
| End Year Balance | $757,615 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12350 | 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 | $5,243,815 | OtherCostOrOtherBasisAmt |
| Book Value | $5,243,815 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,916 | DepreciationAmt |
| Book Value | $43,191 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,637 | DepreciationAmt |
| Book Value | $24,367 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,120 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,311,373 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,690,886 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $72,274 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $72,274 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,618,612 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,618,612 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $385,626 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $385,626 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $385,626 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 9 | BLUE HILL HERITAGE TRUST DOES NOT INCLUDE DONATED CONSERVATION EASEMENTS IN REVENUES, EXPENSES, ON THE BALANCE SHEET. PURCHASED CONSERVATION EASEMENTS ARE EXPENSED. TEXT IN FINANCIAL STATEMENTS: "CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO THE BLUE HILL HERITAGE TRUST, INC. AND THEREFORE ARE VALUED AT ZERO FOR ACCOUNTING PURPOSES." |
| 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 THAT IT OWNS AND THE CONSERVATION EASEMENTS THAT IT HOLDS. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ALSO RECEIVED INCOME TAX EXEMPT STATUS IN THE STATE OF MAINE AND FILES A FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC, INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX PROVISIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $327,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| 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 - ORGANIZATION'S MISSION | TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT COPY OF IRS FORM 990 IS DISTRIBUTED TO ALL BOARD MEMEBERS FOR REVIEW AND COMMENT BEFORE IT IS SIGNED AND 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 NON- PROFITS, 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 INSPECTIONS AT ITS OFFICE AT 258 MOUNTAIN ROAD, BLUE HILL. THE FOLLOWING ARE CURRENTLY ALSO AVAILABLE ON ITS WEBSITE: MISSION, STATEMENT OF VALUES, BY-LAWS, BOARD AND STAFF INFORMATION AND RECENT IRS FORM 990S. |