Civic Intelligence

Robert H and Eleanor S Heald Trust

EIN 01-6131271 • Camden, ME

49 Mechanic StCamden, ME 04843
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$14,959

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

79%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,453,760

Up $58,652 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,453,760

Up $58,652 (+4.2%) from 2023

Revenue

Up

$169,348

Up $74,973 (+79%) from 2023

Expenses

Up

$110,954

Up $18,350 (+20%) from 2023

Net Income

Up

$58,394

Up $56,623 (+3197%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,055,882Liabilities 2010: $0Net Assets 2010: $1,055,8822010Assets 2011: $1,026,457Liabilities 2011: $0Net Assets 2011: $1,026,4572011Assets 2012: $965,296Liabilities 2012: $0Net Assets 2012: $965,2962012Assets 2013: $936,606Liabilities 2013: $0Net Assets 2013: $936,6062013Assets 2014: $906,135Liabilities 2014: $0Net Assets 2014: $906,1352014Assets 2015: $906,678Liabilities 2015: $0Net Assets 2015: $906,6782015Assets 2016: $1,143,275Liabilities 2016: $0Net Assets 2016: $1,143,2752016Assets 2017: $1,265,448Liabilities 2017: $0Net Assets 2017: $1,265,4482017Assets 2019: $1,610,081Liabilities 2019: $0Net Assets 2019: $1,610,0812019Assets 2020: $1,586,922Liabilities 2020: $0Net Assets 2020: $1,586,9222020Assets 2021: $1,492,766Liabilities 2021: $0Net Assets 2021: $1,492,7662021Assets 2022: $1,393,338Liabilities 2022: $0Net Assets 2022: $1,393,3382022Assets 2023: $1,395,108Liabilities 2023: $0Net Assets 2023: $1,395,1082023Assets 2024: $1,453,760Liabilities 2024: $0Net Assets 2024: $1,453,7602024

Highlighted filing

2024

Assets$1,453,760
Liabilities$0
Net Assets$1,453,760

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $51,9632010Expenses 2011: $47,1052011Expenses 2012: $59,5632012Revenue 2013: $40,645Expenses 2013: $69,335Net Income 2013: -$28,6902013Revenue 2014: $56,234Expenses 2014: $86,705Net Income 2014: -$30,4712014Revenue 2015: $70,322Expenses 2015: $69,779Net Income 2015: $5432015Revenue 2016: $317,710Expenses 2016: $81,113Net Income 2016: $236,5972016Revenue 2017: $212,137Expenses 2017: $90,012Net Income 2017: $122,1252017Revenue 2019: $129,053Expenses 2019: $95,587Net Income 2019: $33,4662019Revenue 2020: $78,504Expenses 2020: $101,663Net Income 2020: -$23,1592020Revenue 2021: $20,408Expenses 2021: $114,564Net Income 2021: -$94,1562021Revenue 2022: $14,658Expenses 2022: $114,086Net Income 2022: -$99,4282022Revenue 2023: $94,375Expenses 2023: $92,604Net Income 2023: $1,7712023Revenue 2024: $169,348Expenses 2024: $110,954Net Income 2024: $58,3942024

Highlighted filing

2024

Revenue$169,348
Expenses$110,954
Net Income$58,394

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.17$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.01$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.02$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.09$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.32$0.08$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$14,959-$14,959
Filing and Contact Details

Filer

Filer Name
Robert H & Eleanor S Heald Trust
EIN
01-6131271
Phone
2072367171
Address
49 MECHANIC ST, CAMDEN, ME 04843

Signing Officer

Name
Rendle a Jones
Title
Trustee
Phone
2072367171
Signed
2025-06-02

Preparer

Firm
Rmw Accounting LLC
Address
350 COMMERCIAL ST, ROCKPORT, ME 04856
Preparer
David Williams
Phone
2072368781
Raw XML Appendix361 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004843
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0100218
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0100218
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENDLE A JONES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt049 MECHANIC ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004843
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PER THE WILLS OF THE DECEDENTS, AS AMENDED IN 2001 BY THE KNOX COUNTY PROBATE COURT, INCOME EARNED ON INVESTMENTS IS DISTRIBUTED TO LOCAL CHARITABLE PURPOSES AS FOLLOWS: PEOPLE'S UNITED METHODIST CHURCH IN UNION, ME RECEIVES FUNDING FOR LOCAL NEEDS; THE TOWN OF UNION SCHOLARSHIP COMMITTEE RECEIVES FUNDING FOR ROBERT & ELEANOR HEALD SCHOLARSHIP FUND, WHICH AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ARE RESIDENTS OF UNION, ME; UNION HISTORICAL SOCIETY RECEIVES FUNDING FOR GENERAL OPERATIONS; AND VOSE LIBRARY IN UNION, ME RECEIVES FUNDING FOR LIBRARY OPERATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0100218
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135347
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt214161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt321246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LOCAL NEEDS WITHIN UNION, ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS FOR UNION RESIDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ORGANIZATIONAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3LIBRARY OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PEOPLE'S UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TOWN OF UNION SCHOLARSHIP COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VOSE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013 CHAPEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1567 COMMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2343 COMMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3392 COMMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH THOMASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt098677
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01541
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103093
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100218
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04416
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01541
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2US COMMODITY K-1 TRADER EXPEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1280
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03064
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US COMMODITY K-1 1256 CONTRAC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03064
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03064
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0258
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0K-1 BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0795
TaxesSchedule/TaxesDetail/Amt11350
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INVESTMENT TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0795
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RENDLE A JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02072367171
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT H & ELEANOR S HEALD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0016131271
ReturnHeader/Filer/PhoneNum02072367171
ReturnHeader/Filer/USAddress/AddressLine1Txt049 MECHANIC ST
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004843
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851777754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RMW ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 COMMERCIAL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004856
ReturnHeader/PreparerPersonGrp/PhoneNum02072368781
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID WILLIAMS
ReturnHeader/ReturnTs02025-07-01T09:55:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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