Civic Intelligence

Coastal Trans Inc

990 • Fiscal year 2015 • EIN 22-2571406

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 05, 2016

46 Summer StreetRockland, ME 04841

(207) 596-6605

Siviq Scores

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

Liabilities / Assets

78th percentile

0.50x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.26x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$72,954

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

3rd percentile

-36%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$539,816

Down $303,053 (-36%) from 2014

Net Assets

Down

$270,122

Down $302,082 (-53%) from 2014

Liabilities

Down

$269,694

Down $971 (-0.4%) from 2014

Revenue

Down

$1,031,052

Down $322,056 (-24%) from 2014

Expenses

Down

$1,333,134

Down $244,464 (-15%) from 2014

Net Income

Down

-$302,082

Down $77,592 (-35%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $498,135Liabilities 2010: $281,846Net Assets 2010: $216,2892010Assets 2011: $486,767Liabilities 2011: $293,827Net Assets 2011: $192,9402011Assets 2012: $624,489Liabilities 2012: $372,497Net Assets 2012: $251,9922012Assets 2013: $1,174,058Liabilities 2013: $377,364Net Assets 2013: $796,6942013Assets 2014: $842,869Liabilities 2014: $270,665Net Assets 2014: $572,2042014Assets 2015: $539,816Liabilities 2015: $269,694Net Assets 2015: $270,1222015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$539,816
Liabilities$269,694
Net Assets$270,122

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,004,1082010Expenses 2011: $2,210,4202011Expenses 2012: $2,206,4572012Expenses 2013: $2,160,6822013Revenue 2014: $1,353,108Expenses 2014: $1,577,598Net Income 2014: -$224,4902014Revenue 2015: $1,031,052Expenses 2015: $1,333,134Net Income 2015: -$302,0822015Revenue 2016: $449,822Expenses 2016: $719,944Net Income 2016: -$270,1222016

Highlighted filing

2015

Revenue$1,031,052
Expenses$1,333,134
Net Income-$302,082
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$1,031,052
Mission and Program Overview

Mission

Provide transportation services to the elderly, people with disabilities, low-income individuals and others needing transportation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$489,219$329,783▼ $159,436
Pledges and Grants Receivable$159,387$122,361▼ $37,026
Investments Other Securities-$38,405-
Savings and Temporary Cash Investments$22,571$22,600▲ $29
Cash and Non-Interest-Bearing Accounts$169,737$13,036▼ $156,701
Prepaid Expenses and Deferred Charges$545$2,681▲ $2,136
Accounts Receivable$1,410--
Total Assets$842,869$539,816▼ $303,053
Other Assets Total$0$10,950▲ $10,950
Liabilities
Accounts Payable and Accrued Expenses$117,484$133,453▲ $15,969
Other Liabilities$130,000$128,671▼ $1,329
Deferred Revenue$23,181$7,570▼ $15,611
Total Liabilities$270,665$269,694▼ $971
Net Assets / Fund Balance
Unrestricted Net Assets$572,204$270,122▼ $302,082
Total Net Assets Fund Balance$572,204$270,122▼ $302,082
Total Liabilities and Net Assets / Fund Balance$842,869$539,816▼ $303,053

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$329,783$1,146,692$1,476,475
Other Securities$38,405--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Lee KarkerExecutive DirectorPT$21,887$51,067$72,954
Tom BoudinFinance ManagerPT$6,537$13,270$19,807

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$668,440
Program Service Revenue
$362,471
Investment Income
$141
Other Revenue
$0
All Other Contributions
$121,067
Change in Net Assets
$-302,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,031,052
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,031,052
Total Revenue per Form 990
$1,031,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$730,710
Salaries, Compensation, and Employee Benefits$602,424
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$473,209--$473,209
Depreciation Depletion$159,436--$159,436
All Other Expenses$39,063$32,983-$72,046
Other Expenses$70,166$64,110-$64,110
Other Employee Benefits$62,757--$62,757
Insurance$61,107--$61,107
Payroll Taxes$38,034--$38,034
Occupancy-$37,283-$37,283
Current Officers, Directors, Trustees, and Key Employees$28,424--$28,424
Office Expenses-$19,205-$19,205
Fees for Services Accounting-$15,000-$15,000
Advertising-$3,825-$3,825
Fees for Services Legal-$350-$350
Total Functional Expenses$1,160,378$172,756$0$1,333,134

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,333,134
Total Expenses per Audited Statements$1,333,134
Total Expenses per Form 990$1,333,134
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Line of Credit$128,671
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members include the board of directors.

Form 990, Part VI, Section A, Line 7A

The board of directors are elected by its members.

Form 990, Part VI, Section A, Line 7B

The board of directors vote to approve governing decisions.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the finance director and executive director and made available to the board of directors.

Form 990, Part VI, Section B, Line 12C

The board of directors regularly and consistently review conflicts of interest.

Form 990, Part VI, Section B, Line 15

The organization uses area wage surveys for comparable organizations to determine compensation.

Form 990, Part VI, Section C, Line 19

All organizing and operating documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Coastal Trans Inc
EIN
22-2571406
Phone
2075966605
Address
46 SUMMER STREET, ROCKLAND, ME 04841

Signing Officer

Name
Arthur Lee Karker
Title
Executive Director
Phone
2075966605
Signed
2016-02-05

Organization Details

Principal Officer
Arthur Lee Karker
Formed
1988
Legal Domicile
Me
Voting Board Members
6
Independent Board Members
6
Employees
26
Volunteers
3

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Gioia
Phone
2077801100
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02181982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02118064
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07956297
IRS990ScheduleA/TotalSupportAmt07958988
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0329783
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01146692
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01476475
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01333134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0128671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt038405
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01031052
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0329783
IRS990ScheduleD/TotalBookValueSecuritiesAmt038405
IRS990ScheduleD/TotalExpensesPerForm990Amt01333134
IRS990ScheduleD/TotalLiabilityAmt0128671
IRS990ScheduleD/TotalRevenuePerForm990Amt01031052
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01031052
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01333134
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS INCLUDE THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ARE ELECTED BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS VOTE TO APPROVE GOVERNING DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR AND MADE AVAILABLE TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS REGULARLY AND CONSISTENTLY REVIEW CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION USES AREA WAGE SURVEYS FOR COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL ORGANIZING AND OPERATING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0010364836
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1010523640
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MCH HOUSING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1STONEWOOD ROAD COOPERATIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt046 SUMMER STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt146 SUMMER STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ROCKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1ROCKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd004841
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd104841
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST CONFERENCE HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SUMMER STREET HOUSING PRESERVATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MCH NEIGHBOR FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0010275875
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1223179723
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2460907981
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 11A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt046 SUMMER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt146 SUMMER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt246 SUMMER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROCKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ROCKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd004841
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd104841
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd204841
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01

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