Civic Intelligence

Equality Maine Foundation

990 • Fiscal year 2014 • EIN 01-0515357

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 12, 2015

PO Box 1951Portland, ME 04104

(207) 761-3732

Siviq Scores

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

Liabilities / Assets

97th percentile

2.30x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$50,750

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

7.1%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$32,644

Down $60,716 (-65%) from 2013

Net Assets

Down

-$42,410

Down $135,091 (-146%) from 2013

Liabilities

Up

$75,054

Up $74,375 (+10954%) from 2013

Revenue

Up

$408,463

Up $27,034 (+7.1%) from 2013

Expenses

Up

$543,554

Up $13,979 (+2.6%) from 2013

Net Income

Up

-$135,091

Up $13,055 (+8.8%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $227,900Liabilities 2011: $36,178Net Assets 2011: $191,7222011Assets 2012: $253,170Liabilities 2012: $12,343Net Assets 2012: $240,8272012Assets 2013: $93,360Liabilities 2013: $679Net Assets 2013: $92,6812013Assets 2014: $32,644Liabilities 2014: $75,054Net Assets 2014: -$42,4102014Assets 2015: $42,972Liabilities 2015: $61,363Net Assets 2015: -$18,3912015Assets 2016: $54,603Liabilities 2016: $52,242Net Assets 2016: $2,3612016Assets 2017: $99,231Liabilities 2017: $932Net Assets 2017: $98,2992017Assets 2018: $113,551Liabilities 2018: $371Net Assets 2018: $113,1802018Assets 2019: $213,023Liabilities 2019: $0Net Assets 2019: $213,0232019Assets 2020: $262,660Liabilities 2020: $50,872Net Assets 2020: $211,7882020Assets 2021: $527,657Liabilities 2021: $646Net Assets 2021: $527,0112021Assets 2022: $444,353Liabilities 2022: $228Net Assets 2022: $444,1252022Assets 2023: $649,917Liabilities 2023: $0Net Assets 2023: $649,9172023Assets 2024: $482,289Liabilities 2024: $99Net Assets 2024: $482,1902024

Highlighted filing

2014

Assets$32,644
Liabilities$75,054
Net Assets-$42,410

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,104,463Expenses 2011: $1,008,278Net Income 2011: $96,1852011Revenue 2012: $1,365,883Expenses 2012: $1,316,781Net Income 2012: $49,1022012Revenue 2013: $381,429Expenses 2013: $529,575Net Income 2013: -$148,1462013Revenue 2014: $408,463Expenses 2014: $543,554Net Income 2014: -$135,0912014Revenue 2015: $410,907Expenses 2015: $386,888Net Income 2015: $24,0192015Revenue 2016: $317,912Expenses 2016: $297,160Net Income 2016: $20,7522016Revenue 2017: $427,717Expenses 2017: $331,779Net Income 2017: $95,9382017Revenue 2018: $386,287Expenses 2018: $371,306Net Income 2018: $14,9812018Revenue 2019: $543,434Expenses 2019: $443,591Net Income 2019: $99,8432019Revenue 2020: $438,887Expenses 2020: $424,494Net Income 2020: $14,3932020Revenue 2021: $797,319Expenses 2021: $478,507Net Income 2021: $318,8122021Revenue 2022: $478,916Expenses 2022: $517,758Net Income 2022: -$38,8422022Revenue 2023: $718,365Expenses 2023: $526,132Net Income 2023: $192,2332023Revenue 2024: $526,065Expenses 2024: $734,634Net Income 2024: -$208,5692024

Highlighted filing

2014

Revenue$408,463
Expenses$543,554
Net Income-$135,091
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 12, 2015
Return Version
2013v4.0
Gross Receipts
$447,356
Mission and Program Overview

Mission

Secure full equality for lesbian, gay, bisexual and transgender people in Maine through community organizing, education and collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,562$32,644▼ $30,918
Accounts Receivable$21,300$0▼ $21,300
Land, Buildings, and Equipment, Net$2,430$0▼ $2,430
Prepaid Expenses and Deferred Charges$500$0▼ $500
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$93,360$32,644▼ $60,716
Other Assets Total$5,568$0▼ $5,568
Liabilities
Other Liabilities$679$29,093▲ $28,414
Deferred Revenue-$25,000-
Accounts Payable and Accrued Expenses-$20,961-
Total Liabilities$679$75,054▲ $74,375
Net Assets / Fund Balance
Temporarily Rstr Net Assets$50,000--
Unrestricted Net Assets$42,681$-42,410▼ $85,091
Total Net Assets Fund Balance$92,681$-42,410▼ $135,091
Total Liabilities and Net Assets / Fund Balance$93,360$32,644▼ $60,716

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$612$612
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Elise JohansenExecutive DirectorFT$50,750$50,750

Board Members and Trustees

NameTitle
Meredith HuntPresident
Barb WoodVice President
Alex RoanBoard Member
Cara PelletierBoard Member
Jenna GinsbergBoard Member
Lucie BauerBoard Member
Matthew MoonenBoard Member
Anya TrundyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$377,762
Program Service Revenue
$0
Investment Income
$-1,253
Other Revenue
$31,954
All Other Contributions
$351,216
Change in Net Assets
$-135,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,893
Salaries, Compensation, and Employee Benefits$247,661
Total Fundraising Expense$69,310
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,341$40,981$33,085$164,407
Current Officers, Directors, Trustees, and Key Employees$50,750--$50,750
Occupancy$41,425$399-$41,824
All Other Expenses$14,119$16,331$4,850$35,300
Payroll Taxes$13,191$3,831$3,093$20,115
Other Employee Benefits$8,124$2,360$1,905$12,389
Other Expenses$10,154$515$1,700$12,369
Travel$7,755$512$1,491$9,758
Fees for Services Other-$8,654-$8,654
Insurance$607$5,241-$5,848
Office Expenses-$3,129-$3,129
Depreciation Depletion-$1,177-$1,177
Advertising$635-$500$1,135
Interest$78$47-$125
Total Functional Expenses$387,318$86,926$69,310$543,554
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,260
Fundraising Direct Expenses$37,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$92,806$66,260$37,640$28,620
Total Events$92,806$66,260$37,640$28,620
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit- Norway Savings$25,000
credit cards$4,093
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 8: Explanation of No Contemporaneously Documentation of Meetings

The executive committee is the only committee that occasionally acts on behalf of the governing body and, when it does, notes are taken at the Board meeting that records that action.

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

The Executive Director and the Treasurer review the 990 then discuss with the preparer prior to submitting to the IRS.

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

The governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
01-0515357
Phone
2077613732

Signing Officer

Name
Anya Trundy
Title
Treasurer
Signed
2015-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anya Trundy
Formed
1998
Legal Domicile
Me
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
150

Preparer

Preparer
Peter J Callnan CPA
Phone
2077740882
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0756
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12993
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2515
IRS990/OtherExpensesGrp/ProgramServicesAmt0139874
IRS990/OtherExpensesGrp/ProgramServicesAmt17318
IRS990/OtherExpensesGrp/ProgramServicesAmt22947
IRS990/OtherExpensesGrp/ProgramServicesAmt310154
IRS990/OtherExpensesGrp/TotalAmt0144107
IRS990/OtherExpensesGrp/TotalAmt117860
IRS990/OtherExpensesGrp/TotalAmt214607
IRS990/OtherExpensesGrp/TotalAmt312369
IRS990/OtherLiabilitiesGrp/BOYAmt0679
IRS990/OtherLiabilitiesGrp/EOYAmt029093
IRS990/OtherRevenueMiscGrp/Desc0miscellaneous revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03334
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03334
IRS990/OtherRevenueTotalAmt03334
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033085
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040981
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt090341
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164407
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03093
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03831
IRS990/PayrollTaxesGrp/ProgramServicesAmt013191
IRS990/PayrollTaxesGrp/TotalAmt020115
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ANYA TRUNDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Annual awards banquet: Dinner and awards program to recognize and honor people who have made a difference in the journey for full equality for gay, lesbian, bisexual and transgender people.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt037641
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt092806
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0365663
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02514
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0215790
IRS990/PYOtherRevenueAmt015766
IRS990/PYRevenuesLessExpensesAmt0-148146
IRS990/PYSalariesCompEmpBnftPaidAmt0311271
IRS990/PYTotalExpensesAmt0529575
IRS990/PYTotalRevenueAmt0381429
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-135091
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0406382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0365663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01315462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01104463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0411762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03603732
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02081
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015766
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt050421
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt066920
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0135188
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96380
IRS990ScheduleA/PublicSupportPY170Pct00.75100
IRS990ScheduleA/PublicSupportTotal170Amt03603732
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0406382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0365663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01315462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01104463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0411762
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03603732
IRS990ScheduleA/TotalSupportAmt03738942
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0612
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0612
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0credit cards
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Line of Credit- Norway Savings
IRS990ScheduleD/TotalLiabilityAmt029093
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt026546
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt026546
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066260
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Annual Awards Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028620
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037640
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037640
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The executive committee is the only committee that occasionally acts on behalf of the governing body and, when it does, notes are taken at the Board meeting that records that action.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director and the Treasurer review the 990 then discuss with the preparer prior to submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.53$0.73$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.72$0.53$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.48$0.52$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.80$0.48$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$0.44$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.54$0.44$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.39$0.37$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.43$0.33$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$0.32$0.30$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.06$0.02$0.41$0.39$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.08$0.04$0.41$0.54$0.14
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.38$0.53$0.15
2012Summary only. Only limited summary data is available for this year.$0.25$0.01$0.24$1.37$1.32$0.05
2011Summary only. Only limited summary data is available for this year.$0.23$0.04$0.19$1.10$1.01$0.10