Civic Intelligence

Sam L Cohen Foundation

990PF • Fiscal year 2017 • EIN 20-2262822

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

Organization Profile
22 Free Street Ste 401Portland, ME 04101

(207) 871-5600

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$138,322

Higher top officer pay than 31% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

45th percentile

3.5%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

113%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$32,402,961

Up $1,093,880 (+3.5%) from 2016

Net Assets

Up

$32,402,961

Up $1,093,880 (+3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin82nd percentile

Revenue

Up

$3,501,533

Up $1,857,985 (+113%) from 2016

Expenses

Up

$2,407,653

Up $196,329 (+8.9%) from 2016

Net Income

Up

$1,093,880

Up $1,661,656 (+293%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$32,402,961
Liabilities$0
Net Assets$32,402,961
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$3,501,533
Expenses$2,407,653
Net Income$1,093,880
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SHOOSExecutive DirectorFT$119,889$18,433$138,322
JEFFREY A NATHANSON ESQDirector, PresidentPT$30,000-$30,000
JEROME F GOLDBERG ESQDirector, ChairPT$18,500-$18,500
EDWARD K SIMENSKY CPADirector, Treasurer-$10,000-$10,000
SHERRY P BRODER ESQDirector, Secretary-$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
22 FREE STREET STE 401, PORTLAND, ME 04101

Signing Officer

Name
Jerome Goldberg
Title
President
Phone
2078715600
Signed
2018-10-18
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 1,335 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FPA CRESCENT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12K-1: SEAPORT GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13K-1: ADAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02210774
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01093880
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032402961
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031309081
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032402961
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01723135
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01723135
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01723135
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0145649
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01895994
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027210
IRS990PF/DistributableAmountGrp/TotalTaxAmt0172859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt045917
IRS990PF/FMVAssetsEOYAmt040070914
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt093981
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt062143
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt062143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02025925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02002958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01906793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07226491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09894104
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012613707
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018312966
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015731348
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt020775393
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt031309081
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt032402961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01242961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01242961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031309081
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032402961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040070914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031309081
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032402961
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031309081
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032402961
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03641912
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03469447
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03469917
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt038497343
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0572083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037925260
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0577460
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01895994
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt037919883
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt038497343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt068330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt014684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DANA BALDWIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt022 FREE STREET STE 401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd004101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PRIME BUCHHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt075000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0273 CORPORATE DR PEASE INTL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0TRADEPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PORTSMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd003801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt410000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt510000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6119889
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/EmployeeBenefitProgramAmt618433
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, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR, SECRETARY
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/AdjNetVlNoncharitableAssetsAmt01975740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02002950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01885992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02045337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02157390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02024563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01925655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt027210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt037919883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt035724181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038650029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt041038613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt039679964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt037604181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02041931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260513
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02014721
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02041931
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt027210
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02041931
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

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,402,961
Liabilities
$0
Net assets
$32,402,961
Revenue
$3,501,533
Expenses
$2,407,653
Net income
$1,093,880
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