Civic Intelligence

Greater Portland Landmarks Inc

EIN 01-0276272 • 501(c)3 • Portland, ME

Profile

Greater portland landmarks' mission is to ensure that greater portland preserves its sense of place for all and builds vibrant, sustainable neighborhoods and communities for the future.

511 Congress Street Suite 502Portland, ME 04101

www.portlandlandmarks.org

Siviq Scores

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

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.35x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

7.8%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$39,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.4%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,849,211

Up $143,773 (+8.4%) from 2023

Liabilities

Up

$193,503

Up $25,284 (+15%) from 2023

Net Assets

Up

$1,655,708

Up $118,489 (+7.7%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin57th percentile

Revenue

Up

$553,018

Up $664,562 (+596%) from 2023

Expenses

Down

$510,041

Down $106,082 (-17%) from 2023

Net Income

Up

$42,977

Up $770,644 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,956,102Liabilities 2011: $678,002Net Assets 2011: $2,278,1002011Assets 2012: $2,908,996Liabilities 2012: $608,659Net Assets 2012: $2,300,3372012Assets 2013: $2,822,318Liabilities 2013: $581,455Net Assets 2013: $2,240,8632013Assets 2014: $2,865,635Liabilities 2014: $561,061Net Assets 2014: $2,304,5742014Assets 2015: $2,841,267Liabilities 2015: $540,149Net Assets 2015: $2,301,1182015Assets 2016: $2,737,627Liabilities 2016: $511,821Net Assets 2016: $2,225,8062016Assets 2017: $2,747,495Liabilities 2017: $509,495Net Assets 2017: $2,238,0002017Assets 2018: $2,679,735Liabilities 2018: $463,562Net Assets 2018: $2,216,1732018Assets 2019: $2,715,550Liabilities 2019: $442,433Net Assets 2019: $2,273,1172019Assets 2020: $2,715,292Liabilities 2020: $524,661Net Assets 2020: $2,190,6312020Assets 2021: $2,903,482Liabilities 2021: $597,791Net Assets 2021: $2,305,6912021Assets 2022: $2,941,775Liabilities 2022: $718,401Net Assets 2022: $2,223,3742022Assets 2023: $1,705,438Liabilities 2023: $168,219Net Assets 2023: $1,537,2192023Assets 2024: $1,849,211Liabilities 2024: $193,503Net Assets 2024: $1,655,7082024

Highlighted filing

2024

Assets$1,849,211
Liabilities$193,503
Net Assets$1,655,708
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $509,721Expenses 2011: $402,880Net Income 2011: $106,8412011Expenses 2012: $387,2012012Revenue 2013: $323,359Expenses 2013: $394,554Net Income 2013: -$71,1952013Revenue 2014: $451,200Expenses 2014: $400,255Net Income 2014: $50,9452014Revenue 2015: $398,922Expenses 2015: $414,687Net Income 2015: -$15,7652015Revenue 2016: $321,793Expenses 2016: $387,904Net Income 2016: -$66,1112016Revenue 2017: $393,217Expenses 2017: $400,181Net Income 2017: -$6,9642017Revenue 2018: $448,129Expenses 2018: $488,955Net Income 2018: -$40,8262018Revenue 2019: $549,508Expenses 2019: $510,005Net Income 2019: $39,5032019Revenue 2020: $431,780Expenses 2020: $523,695Net Income 2020: -$91,9152020Revenue 2021: $416,195Expenses 2021: $403,484Net Income 2021: $12,7112021Revenue 2022: $439,872Expenses 2022: $461,043Net Income 2022: -$21,1712022Revenue 2023: -$111,544Expenses 2023: $616,123Net Income 2023: -$727,6672023Revenue 2024: $553,018Expenses 2024: $510,041Net Income 2024: $42,9772024

Highlighted filing

2024

Revenue$553,018
Expenses$510,041
Net Income$42,977
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,849,211
Liabilities
$193,503
Net assets
$1,655,708
Revenue
$553,018
Expenses
$510,041
Net income
$42,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.19$1.66$0.55$0.51$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.17$1.54$0.11$0.62$0.73
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.72$2.22$0.44$0.46$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.60$2.31$0.42$0.40$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.72$0.52$2.19$0.43$0.52$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.44$2.27$0.55$0.51$0.04
2018Summary only. Only limited summary data is available for this year.$2.68$0.46$2.22$0.45$0.49$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.51$2.24$0.39$0.40$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.51$2.23$0.32$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.54$2.30$0.40$0.41$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.56$2.30$0.45$0.40$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.58$2.24$0.32$0.39$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.61$2.30$0.39
2011Summary only. Only limited summary data is available for this year.$2.96$0.68$2.28$0.51$0.40$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$556,408
Mission and Program Overview

Mission

To promote the preservation and revitalization of historic buildings, neighborhoods, and landscapes, and to encourage high-quality new architecture that enhances the livability and economic vitality of greater portland, maine.

Greater portland landmarks' mission is to ensure that greater portland preserves its sense of place for all and builds vibrant, sustainable neighborhoods and communities for the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$132,663$1,001,058▲ $868,395
Investments in Publicly Traded Securities$496,260$578,918▲ $82,658
Cash and Non-Interest-Bearing Accounts$1,033,028$190,959▼ $842,069
Inventories for Sale or Use$22,556$21,162▼ $1,394
Land, Buildings, and Equipment, Net$20,691$14,730▼ $5,961
Pledges and Grants Receivable-$2,800-
Prepaid Expenses and Deferred Charges-$2,724-
Accounts Receivable$240$599▲ $359
Total Assets$1,705,438$1,849,211▲ $143,773
Other Assets Total-$36,261-
Liabilities
Mortgage Notes Payable Secured by Investment Property$146,499$109,874▼ $36,625
Accounts Payable and Accrued Expenses$20,915$50,092▲ $29,177
Other Liabilities-$33,537-
Deferred Revenue$805--
Total Liabilities$168,219$193,503▲ $25,284
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,495,010$1,518,185▲ $23,175
Net Assets With Donor Restrictions$42,209$137,523▲ $95,314
Total Net Assets Fund Balance$1,537,219$1,655,708▲ $118,489
Total Liabilities and Net Assets / Fund Balance$1,705,438$1,849,211▲ $143,773

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,948$61,652$66,600
Equipment$9,782$27,403$37,185

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$138,938-▲ $20,796-$159,734
2023$124,164-▲ $14,774-$138,938
2022$139,282$6,631▼ $15,118$6,631$124,164
2021$110,283$6,676▲ $29,044$6,721$139,282
2020$102,732$1,674▲ $5,877-$110,283
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laird YockExecutive DiFT$39,000$39,000

Board Members and Trustees

NameTitle
Bruce RoullardPresident
Aaron MorrisBoard Member
Alex JaegermanBoard Member
Deb AndrewsBoard Member
Jack VreelandBoard Member
Robert RichardsonBoard Member
Thomas McguireBoard Member
William HallBoard Member
William WilliamsBoard Member
Chloe MartinSecretary /
Tom DowdTreasurer
Linda WhittenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$355,916
Program Service Revenue
$96,474
Investment Income
$43,448
Other Revenue
$57,180
All Other Contributions
$355,916
Change in Net Assets
$42,977

Audited Revenue Reconciliation

Revenue per Audited Statements
$553,018
Revenue Not Reported on Form 990
$75,512
Total Revenue per Audited Statements
$628,530
Total Revenue per Form 990
$553,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$404,219
Salaries, Compensation, and Employee Benefits$105,822
Total Fundraising Expense$24,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$84,080$139,783$6,814$230,677
Other Salaries and Wages$68,396$22,727$4,718$95,841
Occupancy-$44,916-$44,916
Fees for Services Accounting-$27,478-$27,478
Information Technology-$18,455$2,313$20,768
Office Expenses$3,772$10,543$4,698$19,013
Conferences and Meetings-$9,646-$9,646
Payroll Taxes$5,231$2,085$360$7,676
Depreciation Depletion-$5,961-$5,961
Other Expenses$328$2,903$5,605$3,231
Insurance-$3,060-$3,060
All Other Expenses$1,342$1,389$118$2,849
Other Employee Benefits-$2,305-$2,305
Advertising$698--$698
Total Functional Expenses$167,853$317,562$24,626$510,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$510,041
Total Expenses per Audited Statements$510,041
Total Expenses per Form 990$510,041
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,390
Fundraising Gross Income$1,283
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
Right of Use Liability$33,537
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

“Greater portland landmarks finance committee of the board of trustees will review the draft form 990, and work with the staff of their independent accountant to resolve any questions. Once any questions are resolved, the finance committee will approve the form 990, which prior to filing, will be circulated electronically to the entire board of trustees for their information and comment.”

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

“Each year each board member signs the conflict of interest policy and declares any conflicts. On an issue by issue basis, the organization asks the board members if there are any conflicts of interest prior to voting. Board members are expected to excuse themselves from voting when a conflict is deemed to exist.”

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

“The executive director's compensation package is based on an annual review by the executive committee which is then recommended to the full board as part of the budget process.”

Form 990, Page 6, Part VI, Line 19

“These documents are available upon request at the administrative offices of greater portland landmarks.”

Filing and Contact Details

Filer

Filer Name
Greater Portland Landmarks Inc
EIN
01-0276272
Phone
2077745561
Address
511 CONGRESS STREET SUITE 502, PORTLAND, ME 04101

Signing Officer

Name
Tom Dowd
Title
Treasurer
Phone
2077745561
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laird Yock
Formed
1964
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
10
Volunteers
70

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DR, SOUTH PORTLAND, ME 04106
Preparer
Amy Chasse
Phone
2077732986
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Advocacy & education - greater portland landmarks seeks to build awareness, instill community pride, and foster public participation in historic preservation. Through community and civic engagement, educational programs, and communications we advocate for policies and plans that preserve significant historic character, encourage high-quality design, reuse and reimagine historic places sustainably, and enhance a livable city. We conduct research and surveys and educate our community about the history, culture, and architecture of our buildings and neighborhoods by telling complete and diverse stories. Landmarks' education programs engage adults and children with architecture, preservation, and history through tours, interactive maps, illustrated presentations, publications, special programs, and interpretation of the portland observatory (1807).”

Form 990, Part IX, Line 11G

“Other fees 84,080 139,783 6,814”

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america requires management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service and state taxing authorities. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/ActivityOrMissionDesc0GREATER PORTLAND LANDMARKS' MISSION IS TO ENSURE THAT GREATER PORTLAND PRESERVES ITS SENSE OF PLACE FOR ALL AND BUILDS VIBRANT, SUSTAINABLE NEIGHBORHOODS AND COMMUNITIES FOR THE FUTURE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY /
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/MissionDesc0GREATER PORTLAND LANDMARKS' MISSION IS TO ENSURE THAT GREATER PORTLAND PRESERVES ITS SENSE OF PLACE FOR ALL AND BUILDS VIBRANT, SUSTAINABLE NEIGHBORHOODS AND COMMUNITIES FOR THE FUTURE.
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IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION PROGRAMS, TOURS
IRS990/ProgramServiceRevenueGrp/Desc2PRESERVATION SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE OBSERVATORY - LANDMARKS OPERATES THE PORTLAND OBSERVATORY (1807), A NATIONAL HISTORIC LANDMARK, AS A HISTORIC SITE ATTRACTING APPROXIMATELY 20,000 VISITORS ANNUALLY. THE OBSERVATORY IS THE LAST REMAINING HISTORIC MARITIME SIGNAL TOWER IN THE COUNTRY. IT WAS USED TO SIGHT INCOMING SHIPS TO PORTLAND HARBOR, USING A POWERFUL TELESCOPE AT THE TOP, AND FLAGS WERE FLOWN TO INDICATE SHIPS COMING INTO PORT. TODAY THE OBSERVATORY RETAINS ITS ORIGINAL APPEARANCE AND FEATURES INTERPRETIVE EXHIBITS AND STUNNING VIEWS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057761
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IRS990/ProgSrvcAccomActy3Grp/Desc0PRESERVATION SERVICES - LANDMARKS IS A COMMUNITY PARTNER AND RESOURCE FOR HISTORIC PROPERTY OWNERS, ARCHITECTS, DEVELOPERS, ARTISANS, AND TRADES PEOPLE. THROUGH PUBLIC PROGRAMS, PUBLICATIONS, AND OUR WEBSITE WE OFFER GUIDANCE IN HISTORIC PRESERVATION POLICY, DESIGN, AND BEST PRACTICES, REHABILITATING HISTORIC BUILDINGS, NEW DESIGN IN HISTORIC SETTINGS, HISTORIC PRESERVATION GRANTS AND TAX CREDITS AND GRANTS, AND RESILIENT APPROACHES TO SEA LEVEL RISE AND OTHER IMPACTS OF CLIMATE CHANGE.
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