Civic Intelligence

North Haven Foundation

990 • Fiscal year 2020 • EIN 01-6022839

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

Organization Profile
PO Box 664Rockland, ME 04841

(207) 594-4421

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,279,436

Up $112,376 (+2.7%) from 2019

Net Assets

Up

$4,279,436

Up $112,376 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin91st percentile

Revenue

Down

$344,758

Down $193,757 (-36%) from 2019

Expenses

Up

$155,368

Up $4,717 (+3.1%) from 2019

Net Income

Down

$189,390

Down $198,474 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,218,091Liabilities 2011: $0Net Assets 2011: $2,218,0912011Assets 2012: $2,265,965Liabilities 2012: $0Net Assets 2012: $2,265,9652012Assets 2013: $2,602,490Liabilities 2013: $0Net Assets 2013: $2,602,4902013Assets 2014: $3,104,402Liabilities 2014: $0Net Assets 2014: $3,104,4022014Assets 2015: $3,150,628Liabilities 2015: $0Net Assets 2015: $3,150,6282015Assets 2016: $3,219,854Liabilities 2016: $0Net Assets 2016: $3,219,8542016Assets 2017: $3,650,343Liabilities 2017: $0Net Assets 2017: $3,650,3432017Assets 2018: $3,844,352Liabilities 2018: $0Net Assets 2018: $3,844,3522018Assets 2019: $4,167,060Liabilities 2019: $0Net Assets 2019: $4,167,0602019Assets 2020: $4,279,436Liabilities 2020: $0Net Assets 2020: $4,279,4362020Assets 2021: $5,504,744Liabilities 2021: $0Net Assets 2021: $5,504,7442021Assets 2022: $4,860,567Liabilities 2022: $0Net Assets 2022: $4,860,5672022Assets 2023: $5,292,378Liabilities 2023: $0Net Assets 2023: $5,292,3782023Assets 2024: $5,770,081Liabilities 2024: $0Net Assets 2024: $5,770,0812024Assets 2025: $6,503,560Liabilities 2025: $0Net Assets 2025: $6,503,5602025

Highlighted filing

2020

Assets$4,279,436
Liabilities$0
Net Assets$4,279,436
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$800K$600K$400K$200K$0Revenue 2011: $348,752Expenses 2011: $138,107Net Income 2011: $210,6452011Revenue 2012: $202,529Expenses 2012: $122,943Net Income 2012: $79,5862012Revenue 2013: $233,158Expenses 2013: $149,812Net Income 2013: $83,3462013Revenue 2014: $335,320Expenses 2014: $131,036Net Income 2014: $204,2842014Revenue 2015: $329,061Expenses 2015: $164,808Net Income 2015: $164,2532015Revenue 2016: $324,348Expenses 2016: $127,515Net Income 2016: $196,8332016Revenue 2017: $270,558Expenses 2017: $132,663Net Income 2017: $137,8952017Revenue 2018: $377,233Expenses 2018: $190,280Net Income 2018: $186,9532018Revenue 2019: $538,515Expenses 2019: $150,651Net Income 2019: $387,8642019Revenue 2020: $344,758Expenses 2020: $155,368Net Income 2020: $189,3902020Revenue 2021: $536,925Expenses 2021: $139,264Net Income 2021: $397,6612021Revenue 2022: $621,495Expenses 2022: $230,658Net Income 2022: $390,8372022Revenue 2023: $559,197Expenses 2023: $253,455Net Income 2023: $305,7422023Revenue 2024: $422,086Expenses 2024: $314,816Net Income 2024: $107,2702024Revenue 2025: $798,361Expenses 2025: $266,343Net Income 2025: $532,0182025

Highlighted filing

2020

Revenue$344,758
Expenses$155,368
Net Income$189,390
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.0
Gross Receipts
$345,827
Mission and Program Overview

Mission

The mission of the foundation is to assist graduates of the north haven community school and adult residents of the island in their pursuit of a post secondary education, and to support the north haven community school in support of its extra curricular and tuition programs and college counseling.

The mission of the foundaotn is to assist graduates of the north haven community school and adult residents of the island in their pursuit of a post secondary education, and to support the north haven community school in soupport of its extra curricular and tuition programs and college counseling.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,972,097$4,076,485▲ $104,388
Savings and Temporary Cash Investments$194,961$202,951▲ $7,990
Cash and Non-Interest-Bearing Accounts$2--
Total Assets$4,167,060$4,279,436▲ $112,376
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,167,060$4,279,436▲ $112,376
Total Net Assets Fund Balance$4,167,060$4,279,436▲ $112,376
Total Liabilities and Net Assets / Fund Balance$4,167,060$4,279,436▲ $112,376
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Janice HopkinsPresident
Bruce GelbTrustee
Bryne MurphyTrustee
Charles F PingreeTrustee
Elizabeth LovellTrustee
Kathleen MacyTrustee
Linda N CabotTrustee
Haven Hopkins StoneExecutive Di
David TestaFinancial Ad
Jesse RutterTreasurer
Charles C Cunningham JrVice Preside
Patricia CurtisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$162,645
Program Service Revenue
$0
Investment Income
$182,113
Other Revenue
$0
All Other Contributions
$162,645
Change in Net Assets
$189,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$126,257
Other Expenses$29,111
Total Fundraising Expense$16,106
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$82,837--$82,837
Grants to Domestic Orgs$43,420--$43,420
Fees for Services Accounting-$4,693-$4,693
Fees for Services Management-$2,500-$2,500
Fees for Services Other-$2,000-$2,000
Insurance-$1,698-$1,698
Fees for Services Legal-$1,035-$1,035
Office Expenses-$170-$170
Conferences and Meetings-$50-$50
Other Expenses-$32$16,106$32
Total Functional Expenses$126,257$13,005$16,106$155,368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Haven Community SchoolNorth Haven, ME501c3Career Counseling$30,000
North Haven Arts and EnrichmentNorth Haven, ME501c3Pre School Programs$13,420
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee PtrBookkeeping FeesNo$1,751
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“All trustees are provided a copy of the 990 for review. The return is discussed at the annual meeting.”

Form 990, Page 6, Part VI, Line 12C

“The trustees discuss the possibility of any conflicts of interest at its annual meeting each year. The board will review as needed.”

Form 990, Page 6, Part VI, Line 15A

“The trustees review as needed”

Form 990, Page 6, Part VI, Line 15B

“The trustees review as needed”

Form 990, Page 6, Part VI, Line 19

“The foundation makes its governing documents available upon request during normal business hours at the office of the clerk in rockland, me”

Filing and Contact Details

Filer

Filer Name
North Haven Foundation
EIN
01-6022839
Phone
2075944421
Address
PO BOX 664, ROCKLAND, ME 04841

Signing Officer

Name
Jesse Rutter
Title
Treasurer
Phone
2075944421
Signed
2020-10-28

Organization Details

Principal Officer
Jesse Rutter
Formed
1965
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Masters Fowlie & Engelberg Cpas
Address
14A SCHOOL ST, ROCKLAND, ME 04841
Preparer
Marianne Masters CPA
Phone
2075949501
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the foundaotn is to assist graduates of the north haven community school and adult residents of the island in their pursuit of a post secondary education, and to support the north haven community school in soupport of its extra curricular and tuition programs and college counseling.”

Form 990, Part XI, Line 9

“ROUNDING -2”

Raw XML AppendixShowing 400 of 416 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAREER COUNSELING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PRE SCHOOL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH HAVEN COMMUNITY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NORTH HAVEN ARTS AND ENRICHMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0NORTH HAVEN COMMUNITY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1NORTH HAVEN ARTS AND ENRICHMENT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt093 PULPIT HARBOR ROAD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 2 THE FOUNDATION ANNUALLY REVIEWS APPLICATIONS FOR AWARDS TO FAMILIES BASED ON RESIDENCY IN NORTH HAVEN, MAINE, ENROLLMENT AND ACADEMIC PERFORMANCE AT A POST-SECONDARY EDUCATIONAL INSTITUTION, AND IN THE CASE OF NORTH HAVEN COMMUNITY SCHOOL, FINANCIAL NEED FOR CURRICULUM AND CAPITAL PROJECTS. PART II, LINE 1 COLUMN (H) NORTH HAVEN COMMUNITY SCHOOL PURPOSE OF GRANT OR ASSISTANCE BEYOND HIGH SCHOOL PROGRAM - CAREER AND COLLEGE COUNSELING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0EDWARD COLLINS, TRUSTEE, TREASURER, AND CLERK OF NORTH HAVEN FOUNDATION UNTIL HIS DEATH IN DECEMBER 2019 WAS AN OWNER OF HANSCOM & COLLINS PA, A LAW FIRM. THE FOUNDATION PAID HANSCOM & COLLINS P.A. BOOKKEEPING FEES OF 1,751 DURING EDWARD COLLINS TIME AS A TRUSEE IN THE FYE 06/30/20. JESSIE RUTTER, AN EMPLOYEE OF HANSCOM & COLLINS, P.A. TOOK OVER EDWARD COLLINS POSITION UPON HIS DEATH IN DECEMBER 2019.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE FOUNDAOTN IS TO ASSIST GRADUATES OF THE NORTH HAVEN COMMUNITY SCHOOL AND ADULT RESIDENTS OF THE ISLAND IN THEIR PURSUIT OF A POST SECONDARY EDUCATION, AND TO SUPPORT THE NORTH HAVEN COMMUNITY SCHOOL IN SOUPPORT OF ITS EXTRA CURRICULAR AND TUITION PROGRAMS AND COLLEGE COUNSELING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TRUSTEES ARE PROVIDED A COPY OF THE 990 FOR REVIEW. THE RETURN IS DISCUSSED AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES DISCUSS THE POSSIBILITY OF ANY CONFLICTS OF INTEREST AT ITS ANNUAL MEETING EACH YEAR. THE BOARD WILL REVIEW AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW AS NEEDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES REVIEW AS NEEDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS AT THE OFFICE OF THE CLERK IN ROCKLAND, ME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING -2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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ReturnHeader/BusinessOfficerGrp/PhoneNum02075944421
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH HAVEN FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-10-28

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,279,436
Liabilities
$0
Net assets
$4,279,436
Revenue
$344,758
Expenses
$155,368
Net income
$189,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$0.00$6.50$0.80$0.27$0.53
2024Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.42$0.31$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.56$0.25$0.31
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.62$0.23$0.39
2021Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.54$0.14$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.34$0.16$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.54$0.15$0.39
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.38$0.19$0.19
2017Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.27$0.13$0.14
2016Summary only. Only limited summary data is available for this year.$3.22$0.00$3.22$0.32$0.13$0.20
2015Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.33$0.16$0.16
2014Summary only. Only limited summary data is available for this year.$3.10$0.00$3.10$0.34$0.13$0.20
2013Summary only. Only limited summary data is available for this year.$2.60$0.00$2.60$0.23$0.15$0.08
2012Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.20$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.35$0.14$0.21