Civic Intelligence

Laudholm Trust

990 • Fiscal year 2012 • EIN 01-0380763

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 21, 2013

Organization ProfileWWW.LAUDHOLM.ORG

View Organization Page

PO Box 100704090
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,675,447

Up $30,422 (+0.7%) from 2011

Net Assets

Up

$4,659,275

Up $43,177 (+0.9%) from 2011

Liabilities

Down

$16,172

Down $12,755 (-44%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$558,269

Down $77,332 (-12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $4,645,025Liabilities 2011: $28,927Net Assets 2011: $4,616,0982011Assets 2012: $4,675,447Liabilities 2012: $16,172Net Assets 2012: $4,659,2752012Assets 2013: $5,239,755Liabilities 2013: $161,071Net Assets 2013: $5,078,6842013Assets 2014: $5,830,119Liabilities 2014: $156,331Net Assets 2014: $5,673,7882014Assets 2015: $6,149,066Liabilities 2015: $146,936Net Assets 2015: $6,002,1302015Assets 2016: $6,321,385Liabilities 2016: $171,969Net Assets 2016: $6,149,4162016Assets 2017: $6,863,203Liabilities 2017: $187,900Net Assets 2017: $6,675,3032017Assets 2018: $7,576,018Liabilities 2018: $137,806Net Assets 2018: $7,438,2122018Assets 2019: $8,640,811Liabilities 2019: $122,809Net Assets 2019: $8,518,0022019Assets 2020: $8,960,755Liabilities 2020: $103,747Net Assets 2020: $8,857,0082020Assets 2021: $11,093,947Liabilities 2021: $149,724Net Assets 2021: $10,944,2232021Assets 2022: $10,020,080Liabilities 2022: $173,436Net Assets 2022: $9,846,6442022Assets 2023: $11,057,109Liabilities 2023: $172,305Net Assets 2023: $10,884,8042023Assets 2024: $11,913,136Liabilities 2024: $131,683Net Assets 2024: $11,781,4532024

Highlighted filing

2012

Assets$4,675,447
Liabilities$16,172
Net Assets$4,659,275
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $635,6012011Expenses 2012: $558,2692012Revenue 2013: $649,647Expenses 2013: $589,591Net Income 2013: $60,0562013Revenue 2014: $627,396Expenses 2014: $585,369Net Income 2014: $42,0272014Revenue 2015: $852,972Expenses 2015: $688,586Net Income 2015: $164,3862015Revenue 2016: $732,298Expenses 2016: $607,334Net Income 2016: $124,9642016Revenue 2017: $799,896Expenses 2017: $685,443Net Income 2017: $114,4532017Revenue 2018: $995,113Expenses 2018: $694,999Net Income 2018: $300,1142018Revenue 2019: $849,679Expenses 2019: $678,988Net Income 2019: $170,6912019Revenue 2020: $882,063Expenses 2020: $805,775Net Income 2020: $76,2882020Revenue 2021: $1,024,210Expenses 2021: $773,708Net Income 2021: $250,5022021Revenue 2022: $791,469Expenses 2022: $861,838Net Income 2022: -$70,3692022Revenue 2023: $954,746Expenses 2023: $1,042,242Net Income 2023: -$87,4962023Revenue 2024: $872,511Expenses 2024: $1,057,387Net Income 2024: -$184,8762024

Highlighted filing

2012

Revenue-
Expenses$558,269
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 21, 2013
Return Version
2011v1.2
Gross Receipts
$780,142
Mission and Program Overview

Mission

Laudholm trust is dedicated to advancing the coastal research, education, and stewardship programs of the wells reserve and to preserving its historic buildings. Laudholm strives to extend its unique legacy by galvanizing community support and inspiring actions that protect maine's coastal environment.

Filing and Contact Details

Filer

EIN
01-0380763
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S PRIMARY TAX EXEMPT PURPOSE OF SUPPORTING THE WELLS NATIONAL ESTUARINE RESEARCH RESERVE. THE INCOME FROM PERMANENTLY RESTRICTED ENDOWMENTS IS USED IN SUPPORT OF EDUCATIONAL AND RESERCH PROGRAMS, AS INTENDED BY DONOR.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Land/BookValue0147950
IRS990ScheduleD/Land/OtherCostOrOtherBasis0147950
IRS990ScheduleD/OtherAssets/BookValue0914696
IRS990ScheduleD/OtherAssets/Description0BENEFICIAL INTEREST IN CHARITABLE TRUSTS
IRS990ScheduleD/OtherLiabilities/Amount015052
IRS990ScheduleD/OtherLiabilities/Description0PRESENT VALUE OF FUTURE ANNUITY PAYMENTS
IRS990ScheduleD/PermanentEndowmentEOYBalance00.73000
IRS990ScheduleD/TotalBookValueOtherAssets0914696
IRS990ScheduleD/TotalOfAmounts015052
IRS990ScheduleD/TotalOfBookValueLandBuildings0149746
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents044974
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1077262
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2074125
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents036995
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal0188382
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1077262
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2074125
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents036995
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents0188382
IRS990ScheduleG/EventsInformation/NameOfEvent10CRAFT FESTIVAL
IRS990ScheduleG/EventsInformation/NameOfEvent20WEDDING SITE RENTAL
IRS990ScheduleG/EventsInformation/NetIncomeSummary0143408
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1022700
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent203305
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents018969
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents044974
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents03
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE TRUST MAKES GRANTS TO THE WELLS RESERVE WHICH ARE TREATED AS MATCHING FUNDS FOR FEDERAL GRANTS RECEIVED BY THE RESERVE. ALL GRANTS ARE CAREFULLY MONITORED BY THE RESERVE AND RECORDS ARE MADE AVAILABLE TO THE TRUST REGULARLY FOR REVIEW.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10342 LAUDHOLM FARM RD
IRS990ScheduleI/RecipientTable/AddressUS/City0WELLS
IRS990ScheduleI/RecipientTable/AddressUS/State0ME
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode004090

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,675,447
Liabilities
$16,172
Net assets
$4,659,275
Revenue
-
Expenses
$558,269
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.13$11.8$0.87$1.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.17$10.9$0.95$1.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.0$0.17$9.85$0.79$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.15$10.9$1.02$0.77$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.96$0.10$8.86$0.88$0.81$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.64$0.12$8.52$0.85$0.68$0.17
2018Summary only. Only limited summary data is available for this year.$7.58$0.14$7.44$1.00$0.69$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.86$0.19$6.68$0.80$0.69$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.32$0.17$6.15$0.73$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.15$6.00$0.85$0.69$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.16$5.67$0.63$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.16$5.08$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.02$4.66$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.03$4.62$0.64