Civic Intelligence

Hartley Mason Reservation

990 • Fiscal year 2016 • EIN 01-0486407

Jun 01, 2015 to May 31, 2016 • Filed on Sep 28, 2016

Organization ProfileN/A
41 Woodside MeadowYork, ME 03909

(207) 363-5494

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

57th percentile

4.0%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$719,454

Up $27,468 (+4.0%) from 2015

Net Assets

Up

$719,454

Up $27,468 (+4.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin89th percentile

Revenue

Down

$70,174

Down $19,755 (-22%) from 2015

Expenses

Down

$42,706

Down $6,155 (-13%) from 2015

Net Income

Down

$27,468

Down $13,600 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $601,639Liabilities 2012: $0Net Assets 2012: $601,6392012Assets 2013: $627,495Liabilities 2013: $0Net Assets 2013: $627,4952013Assets 2014: $650,918Liabilities 2014: $0Net Assets 2014: $650,9182014Assets 2015: $691,986Liabilities 2015: $0Net Assets 2015: $691,9862015Assets 2016: $719,454Liabilities 2016: $0Net Assets 2016: $719,4542016Assets 2017: $715,806Liabilities 2017: $0Net Assets 2017: $715,8062017Assets 2018: $776,240Liabilities 2018: $0Net Assets 2018: $776,2402018Assets 2019: $788,401Liabilities 2019: $0Net Assets 2019: $788,4012019Assets 2020: $775,790Liabilities 2020: $0Net Assets 2020: $775,7902020Assets 2021: $832,856Liabilities 2021: $0Net Assets 2021: $832,8562021Assets 2022: $914,602Liabilities 2022: $0Net Assets 2022: $914,6022022Assets 2023: $999,880Liabilities 2023: $0Net Assets 2023: $999,8802023Assets 2024: $1,085,067Liabilities 2024: $0Net Assets 2024: $1,085,0672024

Highlighted filing

2016

Assets$719,454
Liabilities$0
Net Assets$719,454
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50KExpenses 2012: $33,2342012Revenue 2013: $58,529Expenses 2013: $32,673Net Income 2013: $25,8562013Revenue 2014: $68,856Expenses 2014: $45,433Net Income 2014: $23,4232014Revenue 2015: $89,929Expenses 2015: $48,861Net Income 2015: $41,0682015Revenue 2016: $70,174Expenses 2016: $42,706Net Income 2016: $27,4682016Revenue 2017: $54,678Expenses 2017: $58,326Net Income 2017: -$3,6482017Revenue 2018: $80,104Expenses 2018: $64,441Net Income 2018: $15,6632018Revenue 2019: $68,212Expenses 2019: $56,051Net Income 2019: $12,1612019Revenue 2020: $45,626Expenses 2020: $58,237Net Income 2020: -$12,6112020Revenue 2021: $122,287Expenses 2021: $65,227Net Income 2021: $57,0602021Revenue 2022: $66,296Expenses 2022: $64,738Net Income 2022: $1,5582022Revenue 2023: $100,746Expenses 2023: $78,871Net Income 2023: $21,8752023Revenue 2024: $136,817Expenses 2024: $60,646Net Income 2024: $76,1712024

Highlighted filing

2016

Revenue$70,174
Expenses$42,706
Net Income$27,468
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 28, 2016
Return Version
2015v2.1
Gross Receipts
$347,649
Mission and Program Overview

Mission

Return park land to natural state

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$286,096$280,882▼ $5,214
Investments in Publicly Traded Securities$251,668$280,549▲ $28,881
Land, Buildings, and Equipment, Net$134,465$123,402▼ $11,063
Savings and Temporary Cash Investments$18,514$33,181▲ $14,667
Cash and Non-Interest-Bearing Accounts$1,243$1,440▲ $197
Total Assets$691,986$719,454▲ $27,468
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$672,228$684,835▲ $12,607
Unrestricted Net Assets$6,115$20,668▲ $14,553
Temporarily Rstr Net Assets$13,643$13,951▲ $308
Total Net Assets Fund Balance$691,986$719,454▲ $27,468
Total Liabilities and Net Assets / Fund Balance$691,986$719,454▲ $27,468

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$123,302$61,140$184,442
Land$100-$100
Other Securities$5,878--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
David F Marshall JrTrustee
Jeffrey W McconnellTrustee
Robert E Palmer JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$39,350
Program Service Revenue
$0
Investment Income
$30,824
Other Revenue
$0
All Other Contributions
$39,350
Change in Net Assets
$27,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$13,013--$13,013
All Other Expenses$5,599$8-$5,607
Other Expenses$2,719$5,530-$2,719
Interest-$1,301-$1,301
Fees for Services Accounting-$1,250-$1,250
Fees for Services Legal-$300-$300
Office Expenses-$169-$169
Total Functional Expenses$34,148$8,558$0$42,706
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“No review was or will be conducted”

Form 990, Page 6, Part VI, Line 19

“The governing documents, policies and financial statements are available at the office upon request.”

Filing and Contact Details

Filer

Filer Name
Hartley Mason Reservation
EIN
01-0486407
Phone
2073635494
Address
41 WOODSIDE MEADOW, YORK, ME 03909

Signing Officer

Name
Jeffrey W Mcconnell
Title
Trustee
Phone
2073635494
Signed
2016-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey W Mcconnell
Formed
1993
Legal Domicile
Me
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Schoff & Associates CPA Pa
Address
28 LONG SANDS RD STE 2, YORK, ME 03909-1166
Preparer
Larry C Schoff
Phone
2073512534
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Utilities 1,813 0 0 insurance 1,421 0 0 irrigation 1,325 0 0 contributions 1,000 0 0 miscellaneous 40 0 0 foreign taxes 0 8 0”

Raw XML Appendix314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RETURN PARK LAND TO NATURAL STATE
IRS990/AllOtherContributionsAmt039350
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05599
IRS990/AllOtherExpensesGrp/TotalAmt05607
IRS990/BooksInCareOfDetail/PersonNm0JEFFREY MCCONNELL
IRS990/BooksInCareOfDetail/PhoneNum02073635494
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt041 WOODSIDE MEADOW
IRS990/BooksInCareOfDetail/USAddress/CityNm0YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003909
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01243
IRS990/CashNonInterestBearingGrp/EOYAmt01440
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039350
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030824
IRS990/CYOtherExpensesAmt042706
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt027468
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt042706
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt070174
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013013
IRS990/DepreciationDepletionGrp/TotalAmt013013
IRS990/Desc0RETURN PARK LAND TO NATURAL STATE. THIS PARK SERVICES CITIZENS OF YORK COUNTY MAINE AND VISITORS FROM AROUND THE WORLD.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt034148
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0300
IRS990/FeesForServicesLegalGrp/TotalAmt0300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT E PALMER JR
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID F MARSHALL JR
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY W MCCONNELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt09448
IRS990/GainOrLossGrp/SecuritiesAmt05820
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt09448
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0283295
IRS990/GrossReceiptsAmt0347649
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt01301
IRS990/InterestGrp/TotalAmt01301
IRS990/InvestmentIncomeGrp/ExclusionAmt015556
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015556
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0286096
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0280882
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0251668
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0280549
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt061140
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0134465
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0123402
IRS990/LandBldgEquipCostOrOtherBssAmt0184542
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0277475
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0RETURN PARK LAND TO NATRUAL STATE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0691986
IRS990/NetAssetsOrFundBalancesEOYAmt0719454
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015268
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015268
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0169
IRS990/OfficeExpensesGrp/TotalAmt0169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0LAWNCARE
IRS990/OtherExpensesGrp/Desc1INVESTMENT ADVISORY FEES
IRS990/OtherExpensesGrp/Desc2REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3GROUNDS MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05530
IRS990/OtherExpensesGrp/ProgramServicesAmt08375
IRS990/OtherExpensesGrp/ProgramServicesAmt14442
IRS990/OtherExpensesGrp/ProgramServicesAmt22719
IRS990/OtherExpensesGrp/TotalAmt08375
IRS990/OtherExpensesGrp/TotalAmt15530
IRS990/OtherExpensesGrp/TotalAmt24442
IRS990/OtherExpensesGrp/TotalAmt32719
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0672228
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0684835
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JEFFREY W MCCONNELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt041250
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt048679
IRS990/PYOtherExpensesAmt048861
IRS990/PYRevenuesLessExpensesAmt041068
IRS990/PYTotalExpensesAmt048861
IRS990/PYTotalRevenueAmt089929
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt027468
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018514
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0177950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016804
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt081058
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68700
IRS990ScheduleA/PublicSupportPY170Pct00.64700
IRS990ScheduleA/PublicSupportTotal170Amt0177950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0177950
IRS990ScheduleA/TotalSupportAmt0259008
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0123302
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt061140
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0184442
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0208028
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt141530
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt225446
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt35878
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PEOPLE'S UNITED WEALTH MGT-FIX
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PEOPLE'S UNITED WEALTH MGT-COR
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PEOPLE'S UNITED WEALTH MGT-GOV
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PEOPLE'S UNITED WEALTH MGT-REA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0123402
IRS990ScheduleD/TotalBookValueSecuritiesAmt0280882
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES 1,813 0 0 INSURANCE 1,421 0 0 IRRIGATION 1,325 0 0 CONTRIBUTIONS 1,000 0 0 MISCELLANEOUS 40 0 0 FOREIGN TAXES 0 8 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt013643
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt013951
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0691986
IRS990/TotalAssetsEOYAmt0719454
IRS990/TotalAssetsGrp/BOYAmt0691986
IRS990/TotalAssetsGrp/EOYAmt0719454
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039350
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034148
IRS990/TotalFunctionalExpensesGrp/TotalAmt042706
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0691986
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0719454
IRS990/TotalProgramServiceExpensesAmt034148
IRS990/TotalRevenueGrp/ExclusionAmt030824
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070174
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0691986
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0719454
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06115
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020668
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt041 WOODSIDE MEADOW
IRS990/USAddress/CityNm0YORK
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd003909
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY W MCCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02073635494
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARTLEY MASON RESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JEFFREY MCCONNELL
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0010486407
ReturnHeader/Filer/PhoneNum02073635494
ReturnHeader/Filer/USAddress/AddressLine1Txt041 WOODSIDE MEADOW
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd003909
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010528789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHOFF & ASSOCIATES CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 LONG SANDS RD STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0039091166
ReturnHeader/PreparerPersonGrp/PhoneNum02073512534
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY C SCHOFF
ReturnHeader/ReturnTs02016-10-03T16:08:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$719,454
Liabilities
$0
Net assets
$719,454
Revenue
$70,174
Expenses
$42,706
Net income
$27,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.14$0.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.10$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.12$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.05$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.07$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.07$0.05$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.06$0.03$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.03