Civic Intelligence

Maine Association of Realtors Foundation

990 • Fiscal year 2018 • EIN 01-0445046

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

19 Community DriveAugusta, ME 04330

(207) 622-7501

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-477%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.8%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,239,649

Down $104,559 (-7.8%) from 2017

Net Assets

Down

$1,239,649

Down $104,559 (-7.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$21,919

Down $266,874 (-92%) from 2017

Expenses

Up

$126,478

Up $36,639 (+41%) from 2017

Net Income

Down

-$104,559

Down $303,513 (-153%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $773,745Liabilities 2010: $0Net Assets 2010: $773,7452010Assets 2011: $763,333Liabilities 2011: $0Net Assets 2011: $763,3332011Assets 2012: $856,693Liabilities 2012: $0Net Assets 2012: $856,6932012Assets 2013: $999,004Liabilities 2013: $0Net Assets 2013: $999,0042013Assets 2014: $1,067,534Liabilities 2014: $0Net Assets 2014: $1,067,5342014Assets 2015: $1,078,708Liabilities 2015: $0Net Assets 2015: $1,078,7082015Assets 2016: $1,145,254Liabilities 2016: $0Net Assets 2016: $1,145,2542016Assets 2017: $1,344,208Liabilities 2017: $0Net Assets 2017: $1,344,2082017Assets 2018: $1,239,649Liabilities 2018: $0Net Assets 2018: $1,239,6492018Assets 2019: $1,448,008Liabilities 2019: $0Net Assets 2019: $1,448,0082019Assets 2020: $1,613,218Liabilities 2020: $0Net Assets 2020: $1,613,2182020Assets 2021: $1,764,284Liabilities 2021: $0Net Assets 2021: $1,764,2842021Assets 2022: $1,606,791Liabilities 2022: $0Net Assets 2022: $1,606,7912022Assets 2023: $1,920,376Liabilities 2023: $0Net Assets 2023: $1,920,3762023Assets 2024: $2,122,042Liabilities 2024: $0Net Assets 2024: $2,122,0422024

Highlighted filing

2018

Assets$1,239,649
Liabilities$0
Net Assets$1,239,649

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $73,3052010Expenses 2011: $83,0042011Expenses 2012: $115,6242012Revenue 2013: $249,884Expenses 2013: $107,573Net Income 2013: $142,3112013Revenue 2014: $156,001Expenses 2014: $87,471Net Income 2014: $68,5302014Revenue 2015: $104,350Expenses 2015: $93,176Net Income 2015: $11,1742015Revenue 2016: $149,004Expenses 2016: $82,458Net Income 2016: $66,5462016Revenue 2017: $288,793Expenses 2017: $89,839Net Income 2017: $198,9542017Revenue 2018: $21,919Expenses 2018: $126,478Net Income 2018: -$104,5592018Revenue 2019: $347,339Expenses 2019: $138,980Net Income 2019: $208,3592019Revenue 2020: $301,462Expenses 2020: $136,252Net Income 2020: $165,2102020Revenue 2021: $352,024Expenses 2021: $200,958Net Income 2021: $151,0662021Revenue 2022: $79,549Expenses 2022: $237,042Net Income 2022: -$157,4932022Revenue 2023: $587,525Expenses 2023: $273,940Net Income 2023: $313,5852023Revenue 2024: $539,147Expenses 2024: $337,481Net Income 2024: $201,6662024

Highlighted filing

2018

Revenue$21,919
Expenses$126,478
Net Income-$104,559
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$21,919
Mission and Program Overview

Mission

To provide low income grants for housing and weatherization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,120,238$996,979▼ $123,259
Cash and Non-Interest-Bearing Accounts$223,082$242,078▲ $18,996
Land, Buildings, and Equipment, Net$888$592▼ $296
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,344,208$1,239,649▼ $104,559
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,344,208$1,239,649▼ $104,559
Total Net Assets Fund Balance$1,344,208$1,239,649▼ $104,559
Total Liabilities and Net Assets / Fund Balance$1,344,208$1,239,649▼ $104,559

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$592$888$1,480
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wayne FarrinChairman
Dot OllierVice Chairman
Judy ObergVice Chairman
Bart StevensDirector
Claire OwensDirector
Greg CloutierDirector
Karen JonesDirector
Kate HillsDirector
Lisa DibiaseDirector
Nicholas BrouilletteDirector
Nikki BlandDirector
Shelley B KennaghDirector
Sherry Y TremblayDirector
Su LeighDirector
Tricia LargayDirector
Suzanne GuildExecutive Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$115,573
Program Service Revenue
$0
Investment Income
$-93,654
Other Revenue
$0
All Other Contributions
$115,573
Change in Net Assets
$-104,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,871
Salaries, Compensation, and Employee Benefits$23,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$21,894-$21,894
Fees for Service Investment Mgmnt Fees-$9,828-$9,828
Occupancy-$2,520-$2,520
Fees for Services Accounting-$1,850-$1,850
Payroll Taxes-$1,713-$1,713
Office Expenses-$1,156-$1,156
Insurance-$464-$464
Depreciation Depletion-$296-$296
Fees for Services Legal-$185-$185
All Other Expenses-$126-$126
Other Expenses$85,000$99-$99
Total Functional Expenses$85,000$41,478$0$126,478
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Maine Association of Realtors Foundation
EIN
01-0445046
Phone
2076227501
Address
19 Community Drive, Augusta, ME 04330

Signing Officer

Name
Suzanne Guild
Title
Executive Director
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
15
Independent Board Members
15
Employees
1

Preparer

Firm
Blake Hurley Mccallum and Conley
Address
344 MAIN ST, WESTBROOK, ME 04092-4727
Preparer
James C McCallum
Phone
2078542115
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To provide low income grants for housing and weatherization
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01344208
IRS990/NetAssetsOrFundBalancesEOYAmt01239649
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02520
IRS990/OccupancyGrp/TotalAmt02520
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01156
IRS990/OfficeExpensesGrp/TotalAmt01156
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Grants
IRS990/OtherExpensesGrp/Desc1Payroll Fees
IRS990/OtherExpensesGrp/Desc2NMLS Education
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt299
IRS990/OtherExpensesGrp/ProgramServicesAmt085000
IRS990/OtherExpensesGrp/TotalAmt085000
IRS990/OtherExpensesGrp/TotalAmt11198
IRS990/OtherExpensesGrp/TotalAmt2149
IRS990/OtherExpensesGrp/TotalAmt399
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021894
IRS990/OtherSalariesAndWagesGrp/TotalAmt021894
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01713
IRS990/PayrollTaxesGrp/TotalAmt01713
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0117738
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0171055
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt061609
IRS990/PYRevenuesLessExpensesAmt0198954
IRS990/PYSalariesCompEmpBnftPaidAmt028230
IRS990/PYTotalExpensesAmt089839
IRS990/PYTotalRevenueAmt0288793
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-104559
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115573
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0115218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0132622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0124534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0589403
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034475
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0111929
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84040
IRS990ScheduleA/PublicSupportPY170Pct00.79410
IRS990ScheduleA/PublicSupportTotal170Amt0589403
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0115218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0101456
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0132622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0124534
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0589403
IRS990ScheduleA/TotalSupportAmt0701332
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0592
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0888
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0592
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01344208
IRS990/TotalAssetsEOYAmt01239649
IRS990/TotalAssetsGrp/BOYAmt01344208
IRS990/TotalAssetsGrp/EOYAmt01239649
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0115573
IRS990/TotalEmployeeCnt01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.54$0.34$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.59$0.27$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.08$0.24$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.35$0.20$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.30$0.14$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.35$0.14$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.02$0.13$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.29$0.09$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.15$0.08$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.25$0.11$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.07