Civic Intelligence

Pine Tree State 4-H Foundation

990 • Fiscal year 2024 • EIN 01-6011487

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 28, 2025

Estabrooke Hall Room 400Orono, ME 04469

(207) 581-3739

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$65,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,634,725

Up $1,172,619 (+9.4%) from 2023

Net Assets

Up

$13,634,725

Up $1,172,619 (+9.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$1,617,620

Up $428,919 (+36%) from 2023

Expenses

Up

$1,310,342

Up $376,733 (+40%) from 2023

Net Income

Up

$307,278

Up $52,186 (+20%) from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $2,851,904Liabilities 2010: $98,133Net Assets 2010: $2,753,7712010Assets 2011: $2,922,314Liabilities 2011: $169,485Net Assets 2011: $2,752,8292011Assets 2012: $3,058,096Liabilities 2012: $160,238Net Assets 2012: $2,897,8582012Assets 2013: $3,504,153Liabilities 2013: $179,409Net Assets 2013: $3,324,7442013Assets 2014: $3,476,082Liabilities 2014: $134,343Net Assets 2014: $3,341,7392014Assets 2015: $3,492,716Liabilities 2015: $127,696Net Assets 2015: $3,365,0202015Assets 2016: $3,663,557Liabilities 2016: $0Net Assets 2016: $3,663,5572016Assets 2017: $4,172,807Liabilities 2017: $0Net Assets 2017: $4,172,8072017Assets 2018: $4,778,018Liabilities 2018: $0Net Assets 2018: $4,778,0182018Assets 2019: $5,225,918Liabilities 2019: $0Net Assets 2019: $5,225,9182019Assets 2020: $5,795,213Liabilities 2020: $0Net Assets 2020: $5,795,2132020Assets 2021: $10,692,559Liabilities 2021: $0Net Assets 2021: $10,692,5592021Assets 2022: $10,095,778Liabilities 2022: $0Net Assets 2022: $10,095,7782022Assets 2023: $12,462,106Liabilities 2023: $0Net Assets 2023: $12,462,1062023Assets 2024: $13,634,725Liabilities 2024: $0Net Assets 2024: $13,634,7252024

Highlighted filing

2024

Assets$13,634,725
Liabilities$0
Net Assets$13,634,725

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $160,9062010Expenses 2011: $144,9152011Expenses 2012: $127,7912012Revenue 2013: $114,393Expenses 2013: $109,594Net Income 2013: $4,7992013Revenue 2014: $214,446Expenses 2014: $166,107Net Income 2014: $48,3392014Revenue 2015: $315,530Expenses 2015: $214,232Net Income 2015: $101,2982015Revenue 2016: $495,056Expenses 2016: $324,412Net Income 2016: $170,6442016Revenue 2017: $748,873Expenses 2017: $622,945Net Income 2017: $125,9282017Revenue 2018: $1,354,737Expenses 2018: $950,160Net Income 2018: $404,5772018Revenue 2019: $974,881Expenses 2019: $526,582Net Income 2019: $448,2992019Revenue 2020: $921,819Expenses 2020: $352,924Net Income 2020: $568,8952020Revenue 2021: $1,578,614Expenses 2021: $1,098,878Net Income 2021: $479,7362021Revenue 2022: $1,168,633Expenses 2022: $1,081,763Net Income 2022: $86,8702022Revenue 2023: $1,188,701Expenses 2023: $933,609Net Income 2023: $255,0922023Revenue 2024: $1,617,620Expenses 2024: $1,310,342Net Income 2024: $307,2782024

Highlighted filing

2024

Revenue$1,617,620
Expenses$1,310,342
Net Income$307,278
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$1,617,620
Mission and Program Overview

Mission

See Schedule O. To support the development of youth education programs and educational learning centers across Maine including support to 4-H Youth Development education.

See Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,560,651$4,936,234▲ $375,583
Cash and Non-Interest-Bearing Accounts$1,001,955$722,491▼ $279,464
Total Assets$12,462,106$13,634,725▲ $1,172,619
Other Assets Total$6,899,500$7,976,000▲ $1,076,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,950,204$9,034,725▲ $1,084,521
Net Assets Without Donor Restrictions$4,511,902$4,600,000▲ $88,098
Total Net Assets Fund Balance$12,462,106$13,634,725▲ $1,172,619
Total Liabilities and Net Assets / Fund Balance$12,462,106$13,634,725▲ $1,172,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,976,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,133,226---$5,133,226
2023$5,133,226---$5,133,226
2022$4,778,534$1,027,468▼ $672,776-$5,133,226
2021$4,256,168$918,768▲ $659,846$925,303$4,778,534
2020$3,912,622$452,851▲ $468,968$490,757$4,256,168
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jenni RicciEmployeeFT$65,000$65,000
Debora KingManagerFT$55,000$55,000
Laurie BraggDirectorFT$40,000$40,000
Jacob LevasseurEmployeePT$30,000$30,000
Ryan PhilbrookEmployeePT$25,000$25,000

Board Members and Trustees

NameTitle
John KnuerrLearning Center Chair
Deb ChaseScholarship Chair
Sean CameronPresident
Carla LafayetteVice President
Dr Ron O BrownBoard Member
George ConantBoard Member
Jason JuddBoard Member
Jon OlsonBoard Member
Justin KigerBoard Member
Karen Hatch GagneBoard Member
Lavon BartelBoard Member
Mike SawyerBoard Member
Molly StiflerBoard Member
Susan ScacchiBoard Member
Dean Hannah CarterHonorary Board Member
Lincoln MerrillHonorary Board Member
Scott JohnsonHonorary Board Member
Devora StagerHonorary Boarad Member
John Jay NuttingSecretary
Lynn GallagherTreasurer
Jacob MitchellYouth Member
Maddie GrayYouth Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Susan JenningsOrganization157 BARKER RD, Bethel, ME 04217$22,000
Revenue and Support

Revenue Composition

Contributions and Grants
$431,548
Program Service Revenue
$628,996
Investment Income
$554,347
Other Revenue
$2,729
All Other Contributions
$421,548
Change in Net Assets
$307,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$937,001
Salaries, Compensation, and Employee Benefits$373,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$50,681$487,504-$487,504
Current Officers, Directors, Trustees, and Key Employees$296,053$67,476-$363,529
Travel$108,585$30,100-$138,685
Royalties$76,005--$76,005
Office Expenses-$12,112-$12,112
Other Salaries and Wages$9,812--$9,812
Insurance-$6,931-$6,931
Advertising$2,000$3,462-$5,462
All Other Expenses-$4,250-$4,250
Total Functional Expenses$615,644$694,698$0$1,310,342
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Funds held as agency endowment-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pine Tree State 4-h Foundation
EIN
01-6011487
Phone
2075813739
Address
ESTABROOKE HALL ROOM 400, Orono, ME 04469
Doing Business As
Maine 4-h Foundation

Signing Officer

Name
Jenni Ricci
Title
Director
Phone
2075813739
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenni Ricci
Formed
1965
Legal Domicile
Me
Voting Board Members
21
Independent Board Members
21
Employees
12
Volunteers
15

Preparer

Firm
Self
Address
677 SALEM ST, GROVELAND, MA 01834
Preparer
Margaret J Muench
Phone
9783746176
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 0, Grants and allocations 386,310, Revenue 0 To Bryant Pond Learning Center for land purchase and scholarship support

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Employee
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Scholarship Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Honorary Boarad Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Learning Center Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Youth Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Youth Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt21Honorary Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Honorary Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member
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IRS990/MissionDesc0See Schedule O. To support the development of youth education programs and educational learning centers across Maine including support to 4-H Youth Development education.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Restricted program support based on donor directed gifts to programs, primarily directed toward our learning centers. Our restricted gifts support facility capital improvements, scholarships for school-based programs, clubs, home school groups and summer camp scholarships. Programs focus on environmental education, ecology, outdoor skills and science based learning.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships for higher education, early college and technical/trade school programs. The Maine 4-H Foundation supports youth going to colleges, universities and trade schools all over the country. Many scholarships are supported through endowed funds designated by our incredibly dedicated 4-H donors. Scholarships range from 1000 to 2500.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$1.62$1.31$0.31
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.19$0.93$0.26
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$10.1$0.00$10.1$1.17$1.08$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$1.58$1.10$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.92$0.35$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.97$0.53$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$1.35$0.95$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.75$0.62$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.50$0.32$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.13$3.37$0.32$0.21$0.10
2014Summary only. Only limited summary data is available for this year.$3.48$0.13$3.34$0.21$0.17$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.18$3.32$0.11$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.16$2.90$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.17$2.75$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.10$2.75$0.16