Civic Intelligence

Laudholm Trust

990 • Fiscal year 2013 • EIN 01-0380763

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 22, 2014

Organization ProfileWWW.LAUDHOLM.ORG

View Organization Page

PO Box 1007Wells, ME 04090
Siviq Scores

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

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.25x

Higher debt load relative to revenue than 56% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

66th percentile

9.2%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,239,755

Up $564,308 (+12%) from 2012

Net Assets

Up

$5,078,684

Up $419,409 (+9.0%) from 2012

Liabilities

Up

$161,071

Up $144,899 (+896%) from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

$649,647

No earlier filing loaded for comparison.

Expenses

Up

$589,591

Up $31,322 (+5.6%) from 2012

Net Income

$60,056

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2013

Assets$5,239,755
Liabilities$161,071
Net Assets$5,078,684
Open 2013 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

2013

Revenue$649,647
Expenses$589,591
Net Income$60,056
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 22, 2014
Return Version
2012v2.1
Gross Receipts
$822,496
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/CurrentYearMinus2Years/EndOfYearBalance02980999
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0379173
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures032858
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses03011
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance02368388
IRS990ScheduleD/CurrentYearMinus3Years/Contributions048373
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance02540951
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0155239
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures028038
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance02625676
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0196464
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance02368388
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-453752
IRS990ScheduleD/CurrentYear/OtherExpenditures031019
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/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 RESEARCH PROGRAMS, AS INTENDED BY DONOR.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FEDERAL TAX RETURN OF THE TRUST IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT WAS FILED. THE TRUST DOES NOT BELIEVE THAT THERE ARE ANY UNCERTAIN TAX POSITIONS TAKEN IN PREPARATION OF THE TAX RETURN THAT WOULD IMPACT THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/Land/BookValue0147950
IRS990ScheduleD/Land/OtherCostOrOtherBasis0147950
IRS990ScheduleD/OtherAssets/BookValue0959125
IRS990ScheduleD/OtherAssets/Description0BENEFICIAL INTEREST IN CHARITABLE T
IRS990ScheduleD/OtherLiabilities/Amount08180
IRS990ScheduleD/OtherLiabilities/Description0PRESENT VALUE OF FUTURE ANNUITY PAYMENTS
IRS990ScheduleD/PermanentEndowmentEOYBalance00.70000
IRS990ScheduleD/TotalBookValueOtherAssets0959125
IRS990ScheduleD/TotalOfAmounts08180
IRS990ScheduleD/TotalOfBookValueLandBuildings0150326
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents046388
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1077462

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,239,755
Liabilities
$161,071
Net assets
$5,078,684
Revenue
$649,647
Expenses
$589,591
Net income
$60,056
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