Civic Intelligence

Hancock County Trustees of Public Reservations

EIN 01-0215915 • 501(c)3 • Ellsworth, ME

Profile

Woodlawn nurtures curiosity and a sense of place by promoting downeast maine's cultural heritage through educational and recreational experiences. Under the governance of the hancock county trustees of public reservations, woodlawn offers the people of hancock county and beyond, opportunities for recreation and education on a 180 acre historic estate consisting of a historic house, a carriage exhibit building, a formal garden, fields, and trails. Annually, woodlawn exceeds 10,000 person visits to the grounds and over 1000 people tour the museum. Year-round recreational opportunities include two miles of walking trails with a seasonal story trail for children.outdoor activities include croquet tournaments, family field days, afternoon teas, and musical & theatrical performances on the lawn. In winter, sledding and skating are popular free activities when the weather permits, and in 2023 holiday walk-through light trail was introduced. Educational programs professional development opport

PO Box 1478Ellsworth, ME 04605

www.woodlawnellsworth.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

51st percentile

4.6%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-6.1%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$16,875,521

Up $745,195 (+4.6%) from 2023

Liabilities

Down

$36,561

Down $11,273 (-24%) from 2023

Net Assets

Up

$16,838,960

Up $756,468 (+4.7%) from 2023

Revenue

Down

$975,303

Down $63,725 (-6.1%) from 2023

Expenses

Up

$731,728

Up $201,226 (+38%) from 2023

Net Income

Down

$243,575

Down $264,951 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $3,252,330Liabilities 2011: $24,037Net Assets 2011: $3,228,2932011Assets 2012: $3,313,781Liabilities 2012: $24,801Net Assets 2012: $3,288,9802012Assets 2013: $4,084,801Liabilities 2013: $31,935Net Assets 2013: $4,052,8662013Assets 2014: $4,305,831Liabilities 2014: $49,484Net Assets 2014: $4,256,3472014Assets 2015: $4,699,454Liabilities 2015: $38,655Net Assets 2015: $4,660,7992015Assets 2016: $7,347,437Liabilities 2016: $60,236Net Assets 2016: $7,287,2012016Assets 2017: $8,337,667Liabilities 2017: $50,669Net Assets 2017: $8,286,9982017Assets 2018: $9,178,652Liabilities 2018: $28,963Net Assets 2018: $9,149,6892018Assets 2019: $9,992,477Liabilities 2019: $47,571Net Assets 2019: $9,944,9062019Assets 2020: $11,080,565Liabilities 2020: $25,926Net Assets 2020: $11,054,6392020Assets 2021: $12,895,993Liabilities 2021: $26,658Net Assets 2021: $12,869,3352021Assets 2022: $15,059,346Liabilities 2022: $25,720Net Assets 2022: $15,033,6262022Assets 2023: $16,130,326Liabilities 2023: $47,834Net Assets 2023: $16,082,4922023Assets 2024: $16,875,521Liabilities 2024: $36,561Net Assets 2024: $16,838,9602024

Highlighted filing

2024

Assets$16,875,521
Liabilities$36,561
Net Assets$16,838,960

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $232,804Expenses 2011: $261,987Net Income 2011: -$29,1832011Expenses 2012: $256,0612012Revenue 2013: $1,065,406Expenses 2013: $301,520Net Income 2013: $763,8862013Revenue 2014: $548,851Expenses 2014: $345,370Net Income 2014: $203,4812014Revenue 2015: $666,882Expenses 2015: $262,430Net Income 2015: $404,4522015Revenue 2016: $2,760,839Expenses 2016: $346,243Net Income 2016: $2,414,5962016Revenue 2017: $1,057,061Expenses 2017: $311,559Net Income 2017: $745,5022017Revenue 2018: $1,346,475Expenses 2018: $281,658Net Income 2018: $1,064,8172018Revenue 2019: $806,027Expenses 2019: $278,806Net Income 2019: $527,2212019Revenue 2020: $1,208,119Expenses 2020: $191,084Net Income 2020: $1,017,0352020Revenue 2021: $1,553,849Expenses 2021: $315,048Net Income 2021: $1,238,8012021Revenue 2022: $3,974,676Expenses 2022: $460,680Net Income 2022: $3,513,9962022Revenue 2023: $1,039,028Expenses 2023: $530,502Net Income 2023: $508,5262023Revenue 2024: $975,303Expenses 2024: $731,728Net Income 2024: $243,5752024

Highlighted filing

2024

Revenue$975,303
Expenses$731,728
Net Income$243,575

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.04$16.8$0.98$0.73$0.24
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.05$16.1$1.04$0.53$0.51
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.03$15.0$3.97$0.46$3.51
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.03$12.9$1.55$0.32$1.24
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.03$11.1$1.21$0.19$1.02
2019Detailed filing. Detailed filing data is available for this year.$9.99$0.05$9.94$0.81$0.28$0.53
2018Detailed filing. Detailed filing data is available for this year.$9.18$0.03$9.15$1.35$0.28$1.06
2017Summary only. Only limited summary data is available for this year.$8.34$0.05$8.29$1.06$0.31$0.75
2016Detailed filing. Detailed filing data is available for this year.$7.35$0.06$7.29$2.76$0.35$2.41
2015Detailed filing. Detailed filing data is available for this year.$4.70$0.04$4.66$0.67$0.26$0.40
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.05$4.26$0.55$0.35$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.03$4.05$1.07$0.30$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.02$3.29$0.26
2011Summary only. Only limited summary data is available for this year.$3.25$0.02$3.23$0.23$0.26$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.0
Gross Receipts
$2,064,931
Mission and Program Overview

Mission

Under the governance of the hancock county trustees of public reservations, woodlawn offers the people of hancock county and beyond, opportunities for recreation and education on a preserved historic estate, and provide connections to the region's cultural heritage through programs that arouse curiousity and entertain. And the preservation of historic facilities. Approximately 10,000 people visit the estate each year. Over 2,500 people tour the main house. 2,000 people attend special events including the ellsworth antiques show, afternoon teas, contra dances, dog shows, outdoor shakespeare theatre productions, and croquet tournaments. Visitors also participate in educational programs such as lectures and workshops on topics ranging from the preservation of wooden windows to the care of family heirlooms and from historic crafts to gardening. Providing year round recreational opportunities, including two miles of hiking trails and croquet court, the estates 180 acres are used as a public

Woodlawn nurtures curiosity and a sense of place by promoting downeast maine's cultural heritage through educational and recreational experiences. Under the governance of the hancock county trustees of public reservations, woodlawn offers the people of hancock county and beyond, opportunities for recreation and education on a 180 acre historic estate consisting of a historic house, a carriage exhibit building, a formal garden, fields, and trails. Annually, woodlawn exceeds 10,000 person visits to the grounds and over 1000 people tour the museum. Year-round recreational opportunities include two miles of walking trails with a seasonal story trail for children.outdoor activities include croquet tournaments, family field days, afternoon teas, and musical & theatrical performances on the lawn. In winter, sledding and skating are popular free activities when the weather permits, and in 2023 holiday walk-through light trail was introduced. Educational programs professional development opport

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,484,532$8,803,550▲ $319,018
Investments in Publicly Traded Securities$6,389,953$7,223,746▲ $833,793
Savings and Temporary Cash Investments$1,219,486$667,003▼ $552,483
Cash and Non-Interest-Bearing Accounts$18,855$166,009▲ $147,154
Pledges and Grants Receivable$15,000$9,508▼ $5,492
Inventories for Sale or Use$2,500$2,500→ $0
Total Assets$16,130,326$16,875,521▲ $745,195
Other Assets Total-$3,205-
Liabilities
Deferred Revenue$24,928$19,928▼ $5,000
Accounts Payable and Accrued Expenses$7,763$11,156▲ $3,393
Other Liabilities$15,143$5,477▼ $9,666
Total Liabilities$47,834$36,561▼ $11,273
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,190,009$10,018,760▲ $828,751
Net Assets With Donor Restrictions$6,892,483$6,820,200▼ $72,283
Total Net Assets Fund Balance$16,082,492$16,838,960▲ $756,468
Total Liabilities and Net Assets / Fund Balance$16,130,326$16,875,521▲ $745,195

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,622,548$270,944$7,893,492
Land$1,144,905-$1,144,905
Equipment$36,097$48,005$84,102

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,354,285$325,000▲ $708,477$310,947$7,037,914
2023$5,366,631$432,097▲ $787,884$205,130$6,354,285
2022$4,976,560$1,405,475▼ $325,206$661,854$5,366,631
2021$3,699,250$600,000▲ $822,418$120,063$4,976,560
2020$4,168,299-▲ $117,374$107,584$3,699,250
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles AlexanderPresident
Barbara BeyerTrustee
Barbara SteeleTrustee
Fred EhrlenbachTrustee
Tyler PalmerTrustee
Walter SmallingTrustee
Todd Little-sieboldFormer Presi
Chelsea SawyerFormer Secre
John RyanSecretary
Rosamond ReaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$787,213
Program Service Revenue
$61,002
Investment Income
$229,450
Other Revenue
$-102,362
All Other Contributions
$787,213
Change in Net Assets
$243,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$393,310
Salaries, Compensation, and Employee Benefits$338,418
Total Fundraising Expense$17,415
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,855$51,470$15,116$292,441
Depreciation Depletion$123,136--$123,136
Fees for Service Investment Mgmnt Fees$40,746--$40,746
All Other Expenses$26,378--$26,378
Occupancy$25,746--$25,746
Payroll Taxes$18,241$4,264$1,185$23,690
Other Employee Benefits$17,161$4,012$1,114$22,287
Insurance$20,767--$20,767
Office Expenses$13,684--$13,684
Advertising$13,449--$13,449
Other Expenses$9,978--$9,978
Fees for Services Accounting$9,219--$9,219
Fees for Services Other$5,936--$5,936
Fees for Services Legal$1,196--$1,196
Total Functional Expenses$654,567$59,746$17,415$731,728
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity Payable$5,477
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the finance committee prior to filing.

Form 990, Page 6, Part VI, Line 12C

Trustees disclose conflicts of interest on a case by case basis as they arise.

Form 990, Page 6, Part VI, Line 15A

The executive committee of the trustees reviews the executive director's performance against stated yearly goals. The yearly compensation, and any increase, is determined by performance. The new england museum association salary and benefits survey is used to ensure that the director's total compensation is within the average of similarly sized museum's in new england.

Form 990, Page 6, Part VI, Line 19

Copies of all governing documents are available at the office of the organization or through written request.

Filing and Contact Details

Filer

Filer Name
Hancock County Trustees of
EIN
01-0215915
Phone
2076678671
Address
PO BOX 1478, ELLSWORTH, ME 04605
Doing Business As
The Woodlawn Museum

Signing Officer

Name
Charles Alexander
Title
President
Phone
2076678671
Signed
2025-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Alexander
Formed
1903
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
13
Volunteers
90

Preparer

Firm
Coston & Mcisaac Cpas Chartered
Address
38 RODICK ST, BAR HARBOR, ME 04609
Preparer
Melinda Workman
Phone
2072889458
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Woodlawn nurtures curiosity and a sense of place by promoting downeast maine's cultural heritage through educational and recreational experiences. Under the governance of the hancock county trustees of public reservations, woodlawn offers the people of hancock county and beyond, opportunities for recreation and education on a 180 acre historic estate consisting of a historic house, a carriage exhibit building, a formal garden, fields, and trails. Annually, woodlawn exceeds 10,000 person visits to the grounds and over 1000 people tour the museum. Year-round recreational opportunities include two miles of walking trails with a seasonal story trail for children.outdoor activities include croquet tournaments, family field days, afternoon teas, and musical & theatrical performances on the lawn. In winter, sledding and skating are popular free activities when the weather permits, and in 2023 holiday walk-through light trail was introduced. Educational programs professional development opportunities for teachers, home school workshops and public workshops. Elementary school classes returned to woodlawn for onsite museum and nature activities. Community nature walks, an earth day celebration, fall forest festival, and a fairy festival were offered for the first time.

Form 990, Page 1, Part I, Line 6

Volunteers perform a variety of tasks to support staff and the organization during program events and exhibitions.

Form 990, Part XI, Line 9

Book / tax depreciation difference 47

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IRS990/ActivityOrMissionDesc0WOODLAWN NURTURES CURIOSITY AND A SENSE OF PLACE BY PROMOTING DOWNEAST MAINE'S CULTURAL HERITAGE THROUGH EDUCATIONAL AND RECREATIONAL EXPERIENCES. UNDER THE GOVERNANCE OF THE HANCOCK COUNTY TRUSTEES OF PUBLIC RESERVATIONS, WOODLAWN OFFERS THE PEOPLE OF HANCOCK COUNTY AND BEYOND, OPPORTUNITIES FOR RECREATION AND EDUCATION ON A 180 ACRE HISTORIC ESTATE CONSISTING OF A HISTORIC HOUSE, A CARRIAGE EXHIBIT BUILDING, A FORMAL GARDEN, FIELDS, AND TRAILS. ANNUALLY, WOODLAWN EXCEEDS 10,000 PERSON VISITS TO THE GROUNDS AND OVER 1000 PEOPLE TOUR THE MUSEUM. YEAR-ROUND RECREATIONAL OPPORTUNITIES INCLUDE TWO MILES OF WALKING TRAILS WITH A SEASONAL STORY TRAIL FOR CHILDREN.OUTDOOR ACTIVITIES INCLUDE CROQUET TOURNAMENTS, FAMILY FIELD DAYS, AFTERNOON TEAS, AND MUSICAL & THEATRICAL PERFORMANCES ON THE LAWN. IN WINTER, SLEDDING AND SKATING ARE POPULAR FREE ACTIVITIES WHEN THE WEATHER PERMITS, AND IN 2023 HOLIDAY WALK-THROUGH LIGHT TRAIL WAS INTRODUCED. EDUCATIONAL PROGRAMS PROFESSIONAL DEVELOPMENT OPPORT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WOODLAWN NURTURES CURIOSITY AND A SENSE OF PLACE BY PROMOTING DOWNEAST MAINE'S CULTURAL HERITAGE THROUGH EDUCATIONAL AND RECREATIONAL EXPERIENCES. UNDER THE GOVERNANCE OF THE HANCOCK COUNTY TRUSTEES OF PUBLIC RESERVATIONS, WOODLAWN OFFERS THE PEOPLE OF HANCOCK COUNTY AND BEYOND, OPPORTUNITIES FOR RECREATION AND EDUCATION ON A 180 ACRE HISTORIC ESTATE CONSISTING OF A HISTORIC HOUSE, A CARRIAGE EXHIBIT BUILDING, A FORMAL GARDEN, FIELDS, AND TRAILS. ANNUALLY, WOODLAWN EXCEEDS 10,000 PERSON VISITS TO THE GROUNDS AND OVER 1000 PEOPLE TOUR THE MUSEUM. YEAR-ROUND RECREATIONAL OPPORTUNITIES INCLUDE TWO MILES OF WALKING TRAILS WITH A SEASONAL STORY TRAIL FOR CHILDREN.OUTDOOR ACTIVITIES INCLUDE CROQUET TOURNAMENTS, FAMILY FIELD DAYS, AFTERNOON TEAS, AND MUSICAL & THEATRICAL PERFORMANCES ON THE LAWN. IN WINTER, SLEDDING AND SKATING ARE POPULAR FREE ACTIVITIES WHEN THE WEATHER PERMITS, AND IN 2023 HOLIDAY WALK-THROUGH LIGHT TRAIL WAS INTRODUCED. EDUCATIONAL PROGRAMS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS, HOME SCHOOL WORKSHOPS AND PUBLIC WORKSHOPS. ELEMENTARY SCHOOL CLASSES RETURNED TO WOODLAWN FOR ONSITE MUSEUM AND NATURE ACTIVITIES. COMMUNITY NATURE WALKS, AN EARTH DAY CELEBRATION, FALL FOREST FESTIVAL, AND A FAIRY FESTIVAL WERE OFFERED FOR THE FIRST TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS PERFORM A VARIETY OF TASKS TO SUPPORT STAFF AND THE ORGANIZATION DURING PROGRAM EVENTS AND EXHIBITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES DISCLOSE CONFLICTS OF INTEREST ON A CASE BY CASE BASIS AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE OF THE TRUSTEES REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AGAINST STATED YEARLY GOALS. THE YEARLY COMPENSATION, AND ANY INCREASE, IS DETERMINED BY PERFORMANCE. THE NEW ENGLAND MUSEUM ASSOCIATION SALARY AND BENEFITS SURVEY IS USED TO ENSURE THAT THE DIRECTOR'S TOTAL COMPENSATION IS WITHIN THE AVERAGE OF SIMILARLY SIZED MUSEUM'S IN NEW ENGLAND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF ALL GOVERNING DOCUMENTS ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION OR THROUGH WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE 47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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