Civic Intelligence

Sagadahoc Preservation Inc.

990 • Fiscal year 2020 • EIN 23-7117004

Oct 01, 2019 to Sep 30, 2020 • Filed on Nov 16, 2020

Organization ProfileSAGADAHOCPRESERVATION.ORG
PO Box 322Bath, ME 04530-0322

(207) 443-4294

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

1.12x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$1,357,494

No earlier filing loaded for comparison.

Net Assets

$1,303,877

No earlier filing loaded for comparison.

Liabilities

$53,617

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin18th percentile

Revenue

$48,068

No earlier filing loaded for comparison.

Expenses

$55,344

No earlier filing loaded for comparison.

Net Income

-$7,276

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,357,494Liabilities 2020: $53,617Net Assets 2020: $1,303,8772020Assets 2021: $1,345,427Liabilities 2021: $27,701Net Assets 2021: $1,317,7262021Assets 2025: $1,767,587Liabilities 2025: $0Net Assets 2025: $1,767,5872025

Highlighted filing

2020

Assets$1,357,494
Liabilities$53,617
Net Assets$1,303,877
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $48,068Expenses 2020: $55,344Net Income 2020: -$7,2762020Revenue 2021: $65,497Expenses 2021: $55,682Net Income 2021: $9,8152021Revenue 2025: $98,391Expenses 2025: $89,861Net Income 2025: $8,5302025

Highlighted filing

2020

Revenue$48,068
Expenses$55,344
Net Income-$7,276
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$131,668
Mission and Program Overview

Mission

To preserve and maintain the bath (maine) area's architectural heritage through the creation of a historic district commission, the promotion of stewardship, and the use of protective covenants

Historic preservation and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,054,450$1,032,806▼ $21,644
Investments in Publicly Traded Securities$294,503$312,285▲ $17,782
Cash and Non-Interest-Bearing Accounts$18,592$8,997▼ $9,595
Prepaid Expenses and Deferred Charges-$3,381-
Savings and Temporary Cash Investments$25$25→ $0
Total Assets$1,367,570$1,357,494▼ $10,076
Liabilities
Mortgage Notes Payable Secured by Investment Property$62,451$51,217▼ $11,234
Other Liabilities$0$2,400▲ $2,400
Accounts Payable and Accrued Expenses$333--
Total Liabilities$62,784$53,617▼ $9,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,154,063$1,153,154▼ $909
Net Assets With Donor Restrictions$150,723$150,723→ $0
Total Net Assets Fund Balance$1,304,786$1,303,877▼ $909
Total Liabilities and Net Assets / Fund Balance$1,367,570$1,357,494▼ $10,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,031,251$218,137$1,249,388
Equipment$1,555$1,406$2,961
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Timothy BrosnihanPresident
Alicia RomacTrustee
Catherine HarrisTrustee
Curtis HendersonTrustee
Emma SiehTrustee
Irene DragoTrustee
Judith BarringtonTrustee
Kathyrn BeckTrustee
Martha BourqueTrustee
Nathanael DoakTrustee
Peter MurphyTrustee
Thomas JohnsonTrustee
Sandra WhiteleySecretary
Jacqueline BerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,556
Program Service Revenue
$0
Investment Income
$24,394
Other Revenue
$1,118
All Other Contributions
$19,816
Change in Net Assets
$-7,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$27,894--$27,894
Insurance$4,335--$4,335
Interest$3,293--$3,293
Fees for Service Investment Mgmnt Fees-$2,058-$2,058
All Other Expenses$1,417$144-$1,561
Other Expenses$1,382$1,352-$1,352
Fees for Services Accounting-$475-$475
Office Expenses-$293-$293
Total Functional Expenses$51,022$4,322$0$55,344
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$560
Fundraising Direct Expenses$20
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
Insurance Reserve, Steeple Repair$2,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Part VI, Section A, Line 6

“Membership: any person interested in the general mission and purpose of the organization can become a member by paying the annual dues established by the board of trustees.”

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

“Member rights: all of the affairs of the organization are managed by the board of trustees and all decision making authority is vested in the trustees. All trustees are elected by the members at the annual meeting of the organization.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is presented to the board of directors at a regularly scheduled meeting, reviewed, and then approved prior to filing.”

Form 990, Part VI, Section B, Line 12

“Board members are regularly monitored for compliance with the organization's conflict of interest policy”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available upon written request addressed to the treasurer or president”

Filing and Contact Details

Filer

Filer Name
Sagadahoc Preservation Inc
EIN
23-7117004
Phone
2074434294
Address
PO BOX 322, BATH, ME 04530-0322

Signing Officer

Name
Jacqueline Berry
Title
Treasurer
Phone
2074434294
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Berry
Formed
1971
Legal Domicile
Me
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
75

Preparer

Firm
William T Racine CPA
Address
1 FRONT STREET, BATH, ME 04530
Preparer
William Racine
Phone
2074435716
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0182653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013363
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074195
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt081920
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71110
IRS990ScheduleA/PublicSupportPY170Pct00.59560
IRS990ScheduleA/PublicSupportTotal170Amt0182653
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066973
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0182653
IRS990ScheduleA/TotalSupportAmt0256848
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/BuildingsGrp/BookValueAmt01031251
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0218137
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01249388
IRS990ScheduleD/EquipmentGrp/BookValueAmt01555
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01406
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02961
IRS990ScheduleD/HistoricStructureEasementsCnt01
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INSURANCE RESERVE, STEEPLE REPAIR
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01032806
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/TotalLiabilityAmt02400
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP: ANY PERSON INTERESTED IN THE GENERAL MISSION AND PURPOSE OF THE ORGANIZATION CAN BECOME A MEMBER BY PAYING THE ANNUAL DUES ESTABLISHED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER RIGHTS: ALL OF THE AFFAIRS OF THE ORGANIZATION ARE MANAGED BY THE BOARD OF TRUSTEES AND ALL DECISION MAKING AUTHORITY IS VESTED IN THE TRUSTEES. ALL TRUSTEES ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING, REVIEWED, AND THEN APPROVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REGULARLY MONITORED FOR COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE TREASURER OR PRESIDENT
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01367570
IRS990/TotalAssetsEOYAmt01357494
IRS990/TotalAssetsGrp/BOYAmt01367570
IRS990/TotalAssetsGrp/EOYAmt01357494
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022556
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051022
IRS990/TotalFunctionalExpensesGrp/TotalAmt055344
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt062784
IRS990/TotalLiabilitiesEOYAmt053617
IRS990/TotalLiabilitiesGrp/BOYAmt062784
IRS990/TotalLiabilitiesGrp/EOYAmt053617
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01304786
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01303877
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051022
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025512
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048068
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01367570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01357494
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,357,494
Liabilities
$53,617
Net assets
$1,303,877
Revenue
$48,068
Expenses
$55,344
Net income
-$7,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.10$0.09$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.03$1.32$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.30$0.05$0.06$0.01
Peer Organizations

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