Civic Intelligence

Castine Scientific Society

EIN 23-7059689 • 501(c)3 • Castine, ME

Profile

Cultivating and encouraging human connection across place, time, and cultures.

PO Box 196Castine, ME 04421

wilsonmuseum.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.41x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$78,923

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

108%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,672,810

Up $1,446,430 (+6.8%) from 2023

Liabilities

Down

$477,237

Down $7,231 (-1.5%) from 2023

Net Assets

Up

$22,195,573

Up $1,453,661 (+7.0%) from 2023

Revenue

Up

$1,154,635

Up $598,753 (+108%) from 2023

Expenses

Up

$706,755

Up $8,081 (+1.2%) from 2023

Net Income

Up

$447,880

Up $590,672 (+414%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $14,727,910Liabilities 2010: $8,116Net Assets 2010: $14,719,7942010Assets 2011: $14,403,991Liabilities 2011: $9,993Net Assets 2011: $14,393,9982011Assets 2012: $14,917,748Liabilities 2012: $8,618Net Assets 2012: $14,909,1302012Assets 2013: $16,730,352Liabilities 2013: $4,608Net Assets 2013: $16,725,7442013Assets 2014: $16,866,421Liabilities 2014: $7,633Net Assets 2014: $16,858,7882014Assets 2015: $16,153,205Liabilities 2015: $8,611Net Assets 2015: $16,144,5942015Assets 2016: $16,699,583Liabilities 2016: $6,236Net Assets 2016: $16,693,3472016Assets 2017: $18,201,515Liabilities 2017: $5,093Net Assets 2017: $18,196,4222017Assets 2018: $17,141,094Liabilities 2018: $6,144Net Assets 2018: $17,134,9502018Assets 2019: $19,305,599Liabilities 2019: $10,534Net Assets 2019: $19,295,0652019Assets 2020: $19,868,188Liabilities 2020: $8,714Net Assets 2020: $19,859,4742020Assets 2021: $21,941,978Liabilities 2021: $9,815Net Assets 2021: $21,932,1632021Assets 2022: $19,550,807Liabilities 2022: $503,874Net Assets 2022: $19,046,9332022Assets 2023: $21,226,380Liabilities 2023: $484,468Net Assets 2023: $20,741,9122023Assets 2024: $22,672,810Liabilities 2024: $477,237Net Assets 2024: $22,195,5732024

Highlighted filing

2024

Assets$22,672,810
Liabilities$477,237
Net Assets$22,195,573

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $584,9692010Expenses 2011: $651,5492011Expenses 2012: $506,8542012Revenue 2013: $662,847Expenses 2013: $518,401Net Income 2013: $144,4462013Revenue 2014: $2,976,588Expenses 2014: $545,181Net Income 2014: $2,431,4072014Revenue 2015: $257,769Expenses 2015: $509,338Net Income 2015: -$251,5692015Revenue 2016: $225,550Expenses 2016: $561,655Net Income 2016: -$336,1052016Revenue 2017: $694,841Expenses 2017: $581,704Net Income 2017: $113,1372017Revenue 2018: $970,831Expenses 2018: $566,641Net Income 2018: $404,1902018Revenue 2019: $679,487Expenses 2019: $654,945Net Income 2019: $24,5422019Revenue 2020: $2,135,268Expenses 2020: $580,123Net Income 2020: $1,555,1452020Revenue 2021: $577,379Expenses 2021: $669,969Net Income 2021: -$92,5902021Revenue 2022: $819,453Expenses 2022: $679,500Net Income 2022: $139,9532022Revenue 2023: $555,882Expenses 2023: $698,674Net Income 2023: -$142,7922023Revenue 2024: $1,154,635Expenses 2024: $706,755Net Income 2024: $447,8802024

Highlighted filing

2024

Revenue$1,154,635
Expenses$706,755
Net Income$447,880

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.48$22.2$1.15$0.71$0.45
2023Detailed filing. Detailed filing data is available for this year.$21.2$0.48$20.7$0.56$0.70$0.14
2022Detailed filing. Detailed filing data is available for this year.$19.6$0.50$19.0$0.82$0.68$0.14
2021Detailed filing. Detailed filing data is available for this year.$21.9$0.01$21.9$0.58$0.67$0.09
2020Detailed filing. Detailed filing data is available for this year.$19.9$0.01$19.9$2.14$0.58$1.56
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.01$19.3$0.68$0.65$0.02
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.01$17.1$0.97$0.57$0.40
2017Detailed filing. Detailed filing data is available for this year.$18.2$0.01$18.2$0.69$0.58$0.11
2016Detailed filing. Detailed filing data is available for this year.$16.7$0.01$16.7$0.23$0.56$0.34
2015Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.1$0.26$0.51$0.25
2014Detailed filing. Detailed filing data is available for this year.$16.9$0.01$16.9$2.98$0.55$2.43
2013Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.66$0.52$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$0.01$14.9$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.01$14.4$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.01$14.7$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.0
Gross Receipts
$1,605,290
Mission and Program Overview

Mission

Building on the legacy of its founding family, the Wilson Museum uses its diverse collections and learning experiences to stimulate exploration of the natural history and cultures of the Penobscot Bay region and the world.

Cultivating and encouraging human connection across place, time, and cultures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,334,625$18,643,682▲ $1,309,057
Land, Buildings, and Equipment, Net$3,604,014$3,559,012▼ $45,002
Savings and Temporary Cash Investments$252,050$425,338▲ $173,288
Inventories for Sale or Use$8,419$17,506▲ $9,087
Total Assets$21,226,380$22,672,810▲ $1,446,430
Other Assets Total$27,272$27,272→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$481,164$468,846▼ $12,318
Accounts Payable and Accrued Expenses$3,304$8,391▲ $5,087
Total Liabilities$484,468$477,237▼ $7,231
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,639,339$22,084,192▲ $1,444,853
Net Assets With Donor Restrictions$102,573$111,381▲ $8,808
Total Net Assets Fund Balance$20,741,912$22,195,573▲ $1,453,661
Total Liabilities and Net Assets / Fund Balance$21,226,380$22,672,810▲ $1,446,430

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,642,998-$2,642,998
Other Land Buildings$916,014$937,145$1,853,159

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$17,334,625$1,300▲ $2,063,246$660,329$18,643,682
2023$15,609,064-▲ $2,311,885$495,515$17,334,625
2022$18,581,234-▼ $2,279,474$602,380$15,609,064
2021$16,472,386$39,635▲ $2,647,947$483,936$18,581,234
2020$15,943,041$65,535▲ $1,072,038$492,659$16,472,386
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julia GrayExecutive DiFT$78,923$78,923

Board Members and Trustees

NameTitle
Jeanmarie Reed RussellPresident
Barbara CooperTrustee
Linda SimpsonTrustee
Lisa LaddTrustee
Starr KellyTrustee
Walter MurphyTrustee
Steve SheaSecretary
Joceline BoucherTreasurer
Hans CarlsonVice - Presi
Revenue and Support

Revenue Composition

Contributions and Grants
$79,284
Program Service Revenue
$630
Investment Income
$1,063,550
Other Revenue
$11,171
All Other Contributions
$72,649
Change in Net Assets
$447,880

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,056,545
Revenue Not Reported on Financial Statements
$98,090
Revenue Not Reported on Form 990
$1,008,710
Other Revenue Adjustments
$98,090
Total Revenue per Audited Statements
$2,065,255
Total Revenue per Form 990
$1,154,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,341
Salaries, Compensation, and Employee Benefits$344,414
Total Fundraising Expense$31,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$221,496$50,568$19,030$291,094
Fees for Service Investment Mgmnt Fees-$95,160-$95,160
Occupancy$59,727$154-$59,881
Fees for Services Accounting$26,950$19,757-$46,707
Depreciation Depletion$45,006--$45,006
Payroll Taxes$18,246$4,259$1,603$24,108
Other Employee Benefits$16,910$3,947$1,485$22,342
Interest$20,268--$20,268
Insurance$-436$18,749$-38$18,275
Conferences and Meetings$13,462$373-$13,835
Office Expenses$6,460$4,221$1,338$12,019
Advertising$7,506$140$94$7,740
Pension Plan Contributions$5,200$1,214$456$6,870
Fees for Services Other-$1,621-$1,621
Other Expenses$546$678$6,799$546
All Other Expenses-$132-$132
Total Functional Expenses$474,156$200,973$31,626$706,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$706,755
Total Expenses per Audited Statements$611,594
Expenses per Audited Statements$608,665
Expenses Not Reported on Financial Statements$98,090
Other Expense Adjustments$98,090
Expenses Not Reported on Form 990$2,929
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,881
Fundraising Direct Expenses$1,103
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The voting membership of the wilson museum consists of the board of trustees. The non-voting membership of the wilson museum consists of general members. These are one-year dues paying individual members, family members, student members, and one-time dues paying life members. General members have no voting rights.

Form 990, Page 6, Part VI, Line 11B

The draft form 990 is provided to the director and the treasurer by the paid preparer. The treasurer subsequently provides the draft to the board, allowing at least one week for the members to review the document. The board then votes to accept and file the document as presented. If not accepted, and as needed, the board requests the preparer file an extension in order to resolve any discrepancies prior to filing.

Form 990, Page 6, Part VI, Line 12C

In order to monitor the wilson museum's conflict of interest policy, covered persons will annually disclose (in writing) any conflicts or potential conflicts of interest as well as review the policy and sign an acknowledgement statement. Procedures for identifying and addressing conflicts of interest and violations to the policy are outlined in detail within the conflict of interest policy adopted by the board of trustees on september 22, 2009 and may include disciplinary and/or corrective actions.

Form 990, Page 6, Part VI, Line 15A

If a new executive director were to be hired, compensation would be set by the board of trustees after a review of compensation levels at other maine non-profit organizations with comparable budgets and programs. The review would serve as guidance to the board, but not be the only determinant of compensation level. Any future adjustments in compensation may be made by the board as it sees fit. Normally, this will occur through the annual budget process. The board may consider increases in compensation as cost of living adjustments, as the result of organizational growth, and/or to reward exceptional job performance. The board may also consider decreases in compensation, depending on the fiscal health of the organization and/or job performance. Before making any compensation adjustments in excess of 5% (up or down), the board shall once again review compensation levels at other maine non-profit organizations to guide its decisions.

Form 990, Page 6, Part VI, Line 19

The wilson museum makes its governing documents, policies and financial statements, including its form 990 available for public inspection by keeping a copy on file in the museum's office which may be viewed upon request. Form 990 is also available on-line through candid.org

Filing and Contact Details

Filer

Filer Name
Castine Scientific Society
EIN
23-7059689
Phone
2073269247
Address
PO BOX 196, CASTINE, ME 04421
Doing Business As
Wilson Museum

Signing Officer

Name
Joceline Boucher
Title
Treasurer
Phone
2073269247
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanmarie Reed Russell
Formed
1921
Legal Domicile
Me
Voting Board Members
9
Independent Board Members
9
Employees
15

Preparer

Firm
Hmv LLC
Address
PO BOX 543, ELLSWORTH, ME 04605
Preparer
Ellen Cleveland
Phone
2076675529
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Other program services - outreach to area schools and community organizations. Approximately 150 persons impacted.

Form 990, Part XI, Line 9

Fundraising net on 990 2,929 rounding 2 investment income net of statements -98,090 fundraising net on 990 -2,929 investment income net of statements 98,090 total 2

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

Castine scientific society is the holder of a conservation easement pertaining to nautilus island, a thirty acre island situated in castine harbor in east penobscot bay. The organization was granted the easement by the estate of ellenore doudiet on may 11, 2006. The primary purpose of the easement is to provide significant public benefit by protecting and preserving nautilus island in perpetuity in its substantially natural and undeveloped condition and to protect the natural habitat of the island. Castine scientific society, its successors and assigns are granted certain affirmative rights including access to the property for inspection, monitoring, and enforcement of the terms of the conservation easement. As the holder of the conservation easement, castine scientific society has not assigned any value or reported the easement in its statement of financial position or statement of activities.

Schedule D, Page 2, Part V, Line 4

The intended use of the quasi-endowment fund is to provide the organization with predictable and growing investment income and appreciation of principal through the prudent selection of quality investments. Specific objectives includes offsetting the effects of inflation, protecting principal and providing the organization with discretionary income necessary to help offset operating expenses while increasing the base value of the underlying asset. Funds are distributed from the quasi-endowment to support annual operations of the organization based on recommendations by the finance committee and as approved by the board.

Schedule D, Page 4, Part XI, Line 2D

Fundraising net on 990 2,929 rounding 2

Schedule D, Page 4, Part XI, Line 4B

Investment income net of statements 98,090

Schedule D, Page 4, Part XII, Line 2D

Fundraising net on 990 2,929

Schedule D, Page 4, Part XII, Line 4B

Investment income net of statements 98,090

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE - PRESI
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt022342
IRS990/OtherExpensesGrp/Desc0PROGRAMS
IRS990/OtherExpensesGrp/Desc1COLLECTIONS MANAGEMENT
IRS990/OtherExpensesGrp/Desc2FEES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3ALL OTHER
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IRS990/OtherExpensesGrp/FundraisingAmt16799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0678
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IRS990/OtherExpensesGrp/ProgramServicesAmt112593
IRS990/OtherExpensesGrp/ProgramServicesAmt23622
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IRS990/OtherExpensesGrp/TotalAmt112593
IRS990/OtherExpensesGrp/TotalAmt211099
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019030
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050568
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0221496
IRS990/OtherSalariesAndWagesGrp/TotalAmt0291094
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IRS990/PayrollTaxesGrp/FundraisingAmt01603
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04259
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IRS990/PayrollTaxesGrp/TotalAmt024108
IRS990/PensionPlanContributionsGrp/FundraisingAmt0456
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01214
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05200
IRS990/PensionPlanContributionsGrp/TotalAmt06870
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IRS990/PrincipalOfficerNm0JEANMARIE REED RUSSELL
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION CENTER & DEMONSTRATION/EXHIBIT AREA - CARE, MAINTENANCE, AND INTERPRETATION OF EXHIBITION/DEMONSTRATION BUILDINGS, A FULLY FUNCTIONAL 19TH CENTURY SMITHY, AND A 3,000 SQUARE FOOT EDUCATION CENTER WHERE EDUCATIONAL SERVICES SUCH AS LECTURES, DEMONSTRATIONS AND EXHIBITS ARE OFFERED ON A YEAR-ROUND BASIS. APPROXIMATE EDUCATION CENTER & DEMONSTRATION EXHIBIT AREA ATTENDANCE OF 1,600.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016620
IRS990/ProgSrvcAccomActy3Grp/Desc0JOHN & PHEBE PERKINS HOUSE, PERKINS GALLERY & MUSEUM STORE - CARE, MAINTENANCE, AND INTERPRETATION OF EXHIBITION, MUSEUM STORE AND A 2 STORY COLONIAL HOME, BUILT IN 1763/83 WHICH IS ON THE NATIONAL REGISTER OF HISTORIC PLACES, AS WELL AS THE CARE OF THE COLLECTIONS WITHIN, INCLUDING FAMILY HEIRLOOMS, LOCAL ARTIFACTS, AND PERIOD PIECES. HISTORIC HOME OPEN JULY AND AUGUST AND BY APPOINTMENT WITH GUIDED TOURS AND DEMONSTRATIONS SUCH AS FIRESIDE COOKING. GALLERY & MUSEUM STORE OPEN MAY 27TH TO SEPTEMBER 30TH, GROUPS BY APPOINTMENT DURING THE OFF-SEASON. PERKINS HOUSE, GALLERY & MUSEUM STORE ATTENDANCE OF 1,750.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05731
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES - OUTREACH TO AREA SCHOOLS AND COMMUNITY ORGANIZATIONS. APPROXIMATELY 150 PERSONS IMPACTED.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 19,054 NET INVENTORY SALES 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDES FREE PROGRAMS OF BENEFIT TO THE LOCAL COMMUNITY, SCHOOLS AND VISITING PUBLIC. AS SUCH, THE MANAGEMENT AND BOARD ARE ACTIVELY INVOLVED IN ENGAGING THE PUBLIC IN SUPPORT FOR THE ORGANIZATION. IN 2024, 169 INDIVIDUALS DONATED TO THE ORGANIZATION, A REMARKABLE NUMBER FOR A RURAL COMMUNITY WITH A SMALL POPULATION, AND THE ORGANIZATION SEEKS TO GROW THAT NUMBER FURTHER. THIS IS HAPPENING THROUGH ENHANCED AND INCREASED PROGRAMMING, MARKETING, GRANT WRITING, AND FUND-RAISING EFFORTS, INCLUDING A CAPITAL CAMPAIGN PLANNED TO BEGIN IN 2026. THE ORGANIZATION IS ON TRACK TO GROW ITS PUBLIC SUPPORT BY EIGHT PERCENT IN 2025, WITH A GOAL OF SURPASSING THAT AMOUNT IN 2026.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17B
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