Civic Intelligence

Tate House Museum

990 • Fiscal year 2013 • EIN 20-1283552

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

1267 Westbrook Street04102

(207) 774-9781

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$84,158

Up $8,623 (+11%) from 2012

Net Assets

Up

$78,605

Up $3,933 (+5.3%) from 2012

Liabilities

Up

$5,553

Up $4,690 (+543%) from 2012

Revenue

$71,989

No earlier filing loaded for comparison.

Expenses

Up

$75,263

Up $10,596 (+16%) from 2012

Net Income

-$3,274

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $76,441Liabilities 2011: $850Net Assets 2011: $75,5912011Assets 2012: $75,535Liabilities 2012: $863Net Assets 2012: $74,6722012Assets 2013: $84,158Liabilities 2013: $5,553Net Assets 2013: $78,6052013Assets 2014: $145,660Liabilities 2014: $3,377Net Assets 2014: $142,2832014Assets 2015: $97,199Liabilities 2015: $3,042Net Assets 2015: $94,1572015Assets 2016: $132,890Liabilities 2016: $3,817Net Assets 2016: $129,0732016Assets 2017: $128,830Liabilities 2017: $3,920Net Assets 2017: $124,9102017Assets 2018: $107,519Liabilities 2018: $3,358Net Assets 2018: $104,1612018Assets 2019: $166,619Liabilities 2019: $6,120Net Assets 2019: $160,4992019Assets 2020: $156,155Liabilities 2020: $2,591Net Assets 2020: $153,5642020Assets 2021: $182,751Liabilities 2021: $4,305Net Assets 2021: $178,4462021Assets 2022: $308,369Liabilities 2022: $4,962Net Assets 2022: $303,4072022Assets 2023: $339,700Liabilities 2023: $4,266Net Assets 2023: $335,4342023Assets 2024: $388,117Liabilities 2024: $4,269Net Assets 2024: $383,8482024

Highlighted filing

2013

Assets$84,158
Liabilities$5,553
Net Assets$78,605

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $94,972Expenses 2011: $72,427Net Income 2011: $22,5452011Expenses 2012: $64,6672012Revenue 2013: $71,989Expenses 2013: $75,263Net Income 2013: -$3,2742013Revenue 2014: $137,836Expenses 2014: $76,760Net Income 2014: $61,0762014Revenue 2015: $89,086Expenses 2015: $137,906Net Income 2015: -$48,8202015Revenue 2016: $155,552Expenses 2016: $118,926Net Income 2016: $36,6262016Revenue 2017: $123,398Expenses 2017: $128,025Net Income 2017: -$4,6272017Revenue 2018: $108,180Expenses 2018: $128,929Net Income 2018: -$20,7492018Revenue 2019: $169,310Expenses 2019: $112,972Net Income 2019: $56,3382019Revenue 2020: $107,567Expenses 2020: $106,359Net Income 2020: $1,2082020Revenue 2021: $126,836Expenses 2021: $104,456Net Income 2021: $22,3802021Revenue 2022: $236,401Expenses 2022: $146,768Net Income 2022: $89,6332022Revenue 2023: $123,900Expenses 2023: $125,299Net Income 2023: -$1,3992023Revenue 2024: $170,217Expenses 2024: $149,647Net Income 2024: $20,5702024

Highlighted filing

2013

Revenue$71,989
Expenses$75,263
Net Income-$3,274
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$77,788
Mission and Program Overview

Mission

Operation and management of a colonial era house museum

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$55,342$41,036▼ $14,306
Land, Buildings, and Equipment, Net$16,702$23,718▲ $7,016
Investments in Publicly Traded Securities$9,870$15,253▲ $5,383
Inventories for Sale or Use$3,220$4,151▲ $931
Total Assets$85,134$84,158▼ $976
Liabilities
Accounts Payable and Accrued Expenses$4,067$3,698▼ $369
Other Liabilities$1,911$1,855▼ $56
Total Liabilities$5,978$5,553▼ $425
Net Assets / Fund Balance
Unrestricted Net Assets$71,857$71,272▼ $585
Temporarily Rstr Net Assets$7,299$7,333▲ $34
Total Net Assets Fund Balance$79,156$78,605▼ $551
Total Liabilities and Net Assets / Fund Balance$85,134$84,158▼ $976

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,718$7,223$30,941
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$48,507
Program Service Revenue
$11,184
Investment Income
$33
Other Revenue
$12,265
All Other Contributions
$18,897
Change in Net Assets
$-3,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,808
Salaries, Compensation, and Employee Benefits$32,455
Total Fundraising Expense$1,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,090$12,059$0$30,149
All Other Expenses$12,671$7,290$1,366$21,327
Fees for Services Other$0$10,020$0$10,020
Fees for Services Accounting$0$3,906$0$3,906
Payroll Taxes$1,384$922$0$2,306
Office Expenses$1,311$874$0$2,185
Insurance$821$548$0$1,369
Advertising$1,257$0$0$1,257
Conferences and Meetings$728$485$0$1,213
Information Technology$500$333$0$833
Depreciation Depletion$0$698$0$698
Total Functional Expenses$36,762$37,135$1,366$75,263
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
Security Deposit$1,750
Sales Tax Payable$105
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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 9

Peter cook 227 diamond rd berwick me 03901 anita jones 33 old mast rd portland me 04102 christina jackson 32 browns point rd yarmouth me 04096 andrew stickney 39 trundy rd cape elizabeth me 04107 susan bowditch 32 castle ln westport island me 04578 richard gilbane 364 benefit st providence ri 02093 william hubbell 11 ledge rd cumberland me 04110 thomas thomsen 188 danforth st portland me 04102 anne upton 15 rock crest dr cape elizabeth me 04107 christopher dargie one canal plaza portland me 0411

Filing and Contact Details

Filer

EIN
20-1283552
Phone
2077749781

Signing Officer

Name
Andrew Stickney
Title
Treasurer
Phone
2077749781
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Stickney
Formed
2003
Legal Domicile
Me
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
44

Preparer

Preparer
Sally M Donelson Ea
Phone
2078786288
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Reviewed and signed by treasurer

Pt VI, Line 19

Available upon written request

Form 990, Part IX, Line 24F

Bank charges 449. 0. 449. 0. Bus tour ramble costs 1390. 1390. 0. 0. Collections expense 690. 690. 0. 0. Credit card processing fees 555. 333. 222. 0. Development expense 1181. 0. 0. 1181. Dues & subscriptions 145. 0. 145. 0. Garden and plant costs 1026. 1026. 0. 0. Printing & reproduction 1470. 1116. 354. 0. Rental fees 40. 40. 0. 0. Repairs & maintenance 5037. 3022. 2015. 0. Security costs 928. 928. 0. 0. Supplies & program materials 1847. 185. 1477. 185. Utilities 6569. 3941. 2628. 0.

Financial Statement Notes

Pt III Line 4

Collections: 18th & 19th century furniture & decorative arts purpose: interpret colonial maine's social, economic, & cultural history

Pt V Line 4

No financial interest in a foreign country

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IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13891
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt054838
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt057
IRS990/PYOtherExpensesAmt048595
IRS990/PYOtherRevenueAmt06785
IRS990/PYProgramServiceRevenueAmt08350
IRS990/PYRevenuesLessExpensesAmt04484
IRS990/PYSalariesCompEmpBnftPaidAmt016951
IRS990/PYTotalExpensesAmt065546
IRS990/PYTotalRevenueAmt070030
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-3274
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt016970
IRS990/RentalIncomeOrLossGrp/RealAmt07987
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt023482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0275907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010200
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045651
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt078834
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42010
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.40350
IRS990ScheduleA/PublicSupportTotal170Amt0135078
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0140829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047467
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0275907
IRS990ScheduleA/TotalSupportAmt0321558
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/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023718
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07223
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COLLECTIONS: 18TH & 19TH CENTURY FURNITURE & DECORATIVE ARTS PURPOSE: INTERPRET COLONIAL MAINE'S SOCIAL, ECONOMIC, & CULTURAL HISTORY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NO FINANCIAL INTEREST IN A FOREIGN COUNTRY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt V Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023718
IRS990ScheduleD/TotalLiabilityAmt01855
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AND SIGNED BY TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PETER COOK 227 DIAMOND RD BERWICK ME 03901 ANITA JONES 33 OLD MAST RD PORTLAND ME 04102 CHRISTINA JACKSON 32 BROWNS POINT RD YARMOUTH ME 04096 ANDREW STICKNEY 39 TRUNDY RD CAPE ELIZABETH ME 04107 SUSAN BOWDITCH 32 CASTLE LN WESTPORT ISLAND ME 04578 RICHARD GILBANE 364 BENEFIT ST PROVIDENCE RI 02093 WILLIAM HUBBELL 11 LEDGE RD CUMBERLAND ME 04110 THOMAS THOMSEN 188 DANFORTH ST PORTLAND ME 04102 ANNE UPTON 15 ROCK CREST DR CAPE ELIZABETH ME 04107 CHRISTOPHER DARGIE ONE CANAL PLAZA PORTLAND ME 0411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES 449. 0. 449. 0. BUS TOUR RAMBLE COSTS 1390. 1390. 0. 0. COLLECTIONS EXPENSE 690. 690. 0. 0. CREDIT CARD PROCESSING FEES 555. 333. 222. 0. DEVELOPMENT EXPENSE 1181. 0. 0. 1181. DUES & SUBSCRIPTIONS 145. 0. 145. 0. GARDEN AND PLANT COSTS 1026. 1026. 0. 0. PRINTING & REPRODUCTION 1470. 1116. 354. 0. RENTAL FEES 40. 40. 0. 0. REPAIRS & MAINTENANCE 5037. 3022. 2015. 0. SECURITY COSTS 928. 928. 0. 0. SUPPLIES & PROGRAM MATERIALS 1847. 185. 1477. 185. UTILITIES 6569. 3941. 2628. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07299
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07333
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt085134
IRS990/TotalAssetsEOYAmt084158
IRS990/TotalAssetsGrp/BOYAmt085134
IRS990/TotalAssetsGrp/EOYAmt084158
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048507
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01366
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037135
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036762
IRS990/TotalFunctionalExpensesGrp/TotalAmt075263
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05978
IRS990/TotalLiabilitiesEOYAmt05553
IRS990/TotalLiabilitiesGrp/BOYAmt05978
IRS990/TotalLiabilitiesGrp/EOYAmt05553
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt078605
IRS990/TotalProgramServiceExpensesAmt036762
IRS990/TotalProgramServiceRevenueAmt011184
IRS990/TotalRevenueGrp/ExclusionAmt08020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071989
IRS990/TotalVolunteersCnt044
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt085134

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.04$3.84$1.70$1.50$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.04$3.35$1.24$1.25$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.05$3.03$2.36$1.47$0.90
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.04$1.78$1.27$1.04$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.54$1.08$1.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.06$1.60$1.69$1.13$0.56
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.03$1.04$1.08$1.29$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.25$1.23$1.28$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.29$1.56$1.19$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.94$0.89$1.38$0.49
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.42$1.38$0.77$0.61
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.06$0.79$0.72$0.75$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.01$0.75$0.65
2011Summary only. Only limited summary data is available for this year.$0.76$0.01$0.76$0.95$0.72$0.23