Civic Intelligence

Sam L Cohen Foundation

990PF • Fiscal year 2014 • EIN 20-2262822

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization Profile

View Organization Page

PO Box 1123Portland, ME 04104

(207) 871-5600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

28th percentile

$124,158

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

21st percentile

-1.7%

Faster asset growth than 21% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-7.0%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$31,526,743

Down $556,977 (-1.7%) from 2013

Net Assets

Down

$31,526,743

Down $556,977 (-1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin9th percentile

Revenue

Down

$2,156,448

Down $161,724 (-7.0%) from 2013

Expenses

Up

$2,713,425

Up $136,354 (+5.3%) from 2013

Net Income

Down

-$556,977

Down $298,078 (-115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$40M$30M$20M$10M$0Assets 2010: $32,811,598Liabilities 2010: $0Net Assets 2010: $32,811,5982010Assets 2011: $32,725,919Liabilities 2011: $0Net Assets 2011: $32,725,9192011Assets 2012: $32,342,619Liabilities 2012: $0Net Assets 2012: $32,342,6192012Assets 2013: $32,083,720Liabilities 2013: $0Net Assets 2013: $32,083,7202013Assets 2014: $31,526,743Liabilities 2014: $0Net Assets 2014: $31,526,7432014Assets 2015: $31,876,857Liabilities 2015: $0Net Assets 2015: $31,876,8572015Assets 2016: $31,309,081Liabilities 2016: $0Net Assets 2016: $31,309,0812016Assets 2017: $32,402,961Liabilities 2017: $0Net Assets 2017: $32,402,9612017Assets 2018: $32,446,446Liabilities 2018: $0Net Assets 2018: $32,446,4462018Assets 2019: $31,472,107Liabilities 2019: $0Net Assets 2019: $31,472,1072019Assets 2020: $31,005,030Liabilities 2020: $0Net Assets 2020: $31,005,0302020Assets 2021: $30,483,258Liabilities 2021: $0Net Assets 2021: $30,483,2582021Assets 2022: $27,736,124Liabilities 2022: $0Net Assets 2022: $27,736,1242022Assets 2023: $27,561,144Liabilities 2023: $0Net Assets 2023: $27,561,1442023Assets 2024: $28,191,741Liabilities 2024: $0Net Assets 2024: $28,191,7412024

Highlighted filing

2014

Assets$31,526,743
Liabilities$0
Net Assets$31,526,743
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $2,130,8792010Expenses 2011: $2,303,4402011Expenses 2012: $2,343,3002012Revenue 2013: $2,318,172Expenses 2013: $2,577,071Net Income 2013: -$258,8992013Revenue 2014: $2,156,448Expenses 2014: $2,713,425Net Income 2014: -$556,9772014Revenue 2015: $2,960,743Expenses 2015: $2,610,629Net Income 2015: $350,1142015Revenue 2016: $1,643,548Expenses 2016: $2,211,324Net Income 2016: -$567,7762016Revenue 2017: $3,501,533Expenses 2017: $2,407,653Net Income 2017: $1,093,8802017Revenue 2018: $2,690,808Expenses 2018: $2,647,323Net Income 2018: $43,4852018Revenue 2019: $1,990,988Expenses 2019: $2,965,327Net Income 2019: -$974,3392019Revenue 2020: $2,787,823Expenses 2020: $3,254,900Net Income 2020: -$467,0772020Revenue 2021: $3,967,796Expenses 2021: $4,489,568Net Income 2021: -$521,7722021Revenue 2022: $1,991,234Expenses 2022: $4,738,368Net Income 2022: -$2,747,1342022Revenue 2023: $2,899,450Expenses 2023: $3,074,430Net Income 2023: -$174,9802023Revenue 2024: $3,923,912Expenses 2024: $3,293,315Net Income 2024: $630,5972024

Highlighted filing

2014

Revenue$2,156,448
Expenses$2,713,425
Net Income-$556,977
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SHOOSExecutive DirectorFT$108,150$16,008$124,158
JEROME F GOLDBERG ESQDirector, ChairPT$18,500-$18,500
EDWARD K SIMENSKY CPADirector, Treasurer-$10,000-$10,000
JEFFREY A NATHANSON ESQDirector, Secretary-$10,000-$10,000
SHERRY P BRODER ESQDirector-$10,000-$10,000
ELINOR MILLERDirector-$10,000-$10,000
KENNETH SPIRERDirector-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Sam L Cohen Foundation
EIN
20-2262822
Phone
2078715600
Address
PO BOX 1123, PORTLAND, ME 04104

Signing Officer

Name
Jerome Goldberg
Title
President
Phone
2078715600
Signed
2015-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Albin Randall & Bennett Cpas
Address
130 MIDDLE STREET PO BOX 445, PORTLAND, ME 04112-0445
Preparer
Daniel P Doiron
Phone
2077721981
Raw XML AppendixShowing 400 of 1,559 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISTRIBUTIONS TO DONOR ADVISED FUND
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS TO DONOR ADVISED FUNDRECIPIENT:MAINE COMMUNITY FOUNDATION245 MAIN STREETELLSWORTH, ME 04605HOW DISTRIBUTION ACCOMPLISHED CHARITABLE PURPOSE:DURING THE YEAR ENDED 12/31/14, THE SAM L. COHEN FOUNDATION ESTABLISHED A DONOR ADVISED FUND WITH THE MAINE COMMUNITY FOUNDATION, A CHARITABLE COMMUNITY FOUNDATION. THE DONOR ADVISED FUND WAS FUNDED WITH $200,000 DURING THE YEAR ENDED 12/31/14. THE MAINE COMMUNITY FOUNDATION IS THE OWNER OF THESE FUNDS AND HAS ULTIMATE CONTROL OVER THE INCOME AND ASSETS OF THE FUND. THE SAM L. COHEN FOUNDATION INTENDS TO USE ITS ADVISORY PRIVILEGES TO DIRECT DISTRIBUTIONS FROM THE DONOR ADVISED FUND TO PROVIDE ACCESS TO EDUCATIONAL OPPORTUNITIES, PROMOTE CULTURE AND THE ARTS, CONTRIBUTE TO CIVIC IMPROVEMENT AND COMMUNITY WELL BEING, INCREASE ACCESS TO HEALTH CARE, OR PRESERVE JEWISH TRADITIONS, CULTURE AND COMMUNITY. AMOUNT TREATED AS QUALIFYING DISTRIBUTION FOR YEAR ENDED 12/31/14:$200,000
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IRS990PF/DistributableAmountGrp/TotalTaxAmt016307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033160
IRS990PF/FMVAssetsEOYAmt040298396
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0198935
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt097510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt097510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01810063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01919682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01812416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07403442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05887288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08265308
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018099122
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019905256
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026255048
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt032083720
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt031526743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041571
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0138536
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0138536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt032083720
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031526743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040298396
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032083720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031526743
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032083720
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031526743
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04530587
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03578471
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03729578
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt041663567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0523740
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt041139827
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0624954
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02051931
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt041038613
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt041663567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt065564
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt013878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0STEPHANIE EGLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 1123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd004104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PRIME BUCHHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1SANDERSON ASSET MANAGEMENT INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt075000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt151786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0273 CORPORATE DR PEASE INTL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1250 SOUTH WACKER DRIVE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0TRADEPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PORTSMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd003801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt018500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt410000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt510000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6108150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt616008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEROME F GOLDBERG ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD K SIMENSKY CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFFREY A NATHANSON ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHERRY P BRODER ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELINOR MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KENNETH SPIRER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN SHOOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1268 MAIN STREET PO BOX 760
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2BANKNORTH ONE PORTLAND SQUARE PO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37 WATERFRONT PLAZA SUITE 400 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt445 BELMONT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt518 NEAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt683 GOUDY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0BOX 9540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1ALA MOANA BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SACO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HONOLULU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SOUTH PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd396813
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd404104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd504102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd604106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02143159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02159466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02024563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01925655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01920631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01781643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01836019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt041038613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt039679964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt037604181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt037501366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt035744749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt031750610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02173697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.261115
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02157390
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02173697
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt016307
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02173697
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,526,743
Liabilities
$0
Net assets
$31,526,743
Revenue
$2,156,448
Expenses
$2,713,425
Net income
-$556,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$3.92$3.29$0.63
2023Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$2.90$3.07$0.17
2022Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$1.99$4.74$2.75
2021Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$3.97$4.49$0.52
2020Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$2.79$3.25$0.47
2019Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$1.99$2.97$0.97
2018Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$2.69$2.65$0.04
2017Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$3.50$2.41$1.09
2016Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$1.64$2.21$0.57
2015Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$2.96$2.61$0.35
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$2.16$2.71$0.56
2013Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$2.32$2.58$0.26
2012Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.34
2011Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$2.30
2010Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$2.13