Civic Intelligence

Moosehead Historical Society

EIN 23-7138146 • 501(c)3 • Greenville, ME

Profile

Maintenance and preservation of historical site and artifacts

PO Box 1116Greenville, ME 04441-1116

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Assets

Up

$1,727,112

Up $47,400 (+2.8%) from 2023

Liabilities

Up

$4,049

Up $486 (+14%) from 2023

Net Assets

Up

$1,723,063

Up $46,914 (+2.8%) from 2023

Revenue

Up

$144,612

Up $23,761 (+20%) from 2023

Expenses

Up

$213,125

Up $59,771 (+39%) from 2023

Net Income

Down

-$68,513

Down $36,010 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,292,656Liabilities 2014: $58,741Net Assets 2014: $1,233,9152014Assets 2015: $1,058,758Liabilities 2015: $50,712Net Assets 2015: $1,008,0462015Assets 2016: $1,049,902Liabilities 2016: $33,342Net Assets 2016: $1,016,5602016Assets 2017: $1,369,576Liabilities 2017: $21,348Net Assets 2017: $1,348,2282017Assets 2018: $1,369,565Liabilities 2018: $11,261Net Assets 2018: $1,358,3042018Assets 2019: $1,404,485Liabilities 2019: $1,112Net Assets 2019: $1,403,3732019Assets 2020: $1,629,744Liabilities 2020: $1,077Net Assets 2020: $1,628,6672020Assets 2021: $1,784,339Liabilities 2021: $1,068Net Assets 2021: $1,783,2712021Assets 2022: $1,595,293Liabilities 2022: $6,655Net Assets 2022: $1,588,6382022Assets 2023: $1,679,712Liabilities 2023: $3,563Net Assets 2023: $1,676,1492023Assets 2024: $1,727,112Liabilities 2024: $4,049Net Assets 2024: $1,723,0632024

Highlighted filing

2024

Assets$1,727,112
Liabilities$4,049
Net Assets$1,723,063

Operations Trend

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

$400K$200K$0-$200KRevenue 2014: $293,675Expenses 2014: $114,921Net Income 2014: $178,7542014Revenue 2015: $113,587Expenses 2015: $109,877Net Income 2015: $3,7102015Revenue 2016: $120,929Expenses 2016: $127,870Net Income 2016: -$6,9412016Revenue 2017: $347,839Expenses 2017: $108,549Net Income 2017: $239,2902017Revenue 2018: $173,801Expenses 2018: $113,503Net Income 2018: $60,2982018Revenue 2019: $75,880Expenses 2019: $121,174Net Income 2019: -$45,2942019Revenue 2020: $226,571Expenses 2020: $106,985Net Income 2020: $119,5862020Revenue 2021: $108,549Expenses 2021: $145,908Net Income 2021: -$37,3592021Revenue 2022: $82,594Expenses 2022: $138,597Net Income 2022: -$56,0032022Revenue 2023: $120,851Expenses 2023: $153,354Net Income 2023: -$32,5032023Revenue 2024: $144,612Expenses 2024: $213,125Net Income 2024: -$68,5132024

Highlighted filing

2024

Revenue$144,612
Expenses$213,125
Net Income-$68,513

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 29, 2025
Return Version
2024v5.1
Gross Receipts
$145,981
Mission and Program Overview

Mission

Maintenance and preservation of historical site and artifacts

Maintenance and preservation of historical site and artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$444,767$421,736▼ $23,031
Land, Buildings, and Equipment, Net$311,056$352,562▲ $41,506
Cash and Non-Interest-Bearing Accounts$43,131$17,535▼ $25,596
Savings and Temporary Cash Investments$14,399$14,403▲ $4
Total Assets$1,679,712$1,727,112▲ $47,400
Other Assets Total$866,359$920,876▲ $54,517
Liabilities
Other Liabilities$3,563$4,049▲ $486
Total Liabilities$3,563$4,049▲ $486
Net Assets / Fund Balance
Net Assets With Donor Restrictions$866,359$920,876▲ $54,517
Net Assets Without Donor Restrictions$809,790$802,187▼ $7,603
Total Net Assets Fund Balance$1,676,149$1,723,063▲ $46,914
Total Liabilities and Net Assets / Fund Balance$1,679,712$1,727,112▲ $47,400

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$329,476$257,050$586,526
Other Land Buildings$13,086$100,142$113,228
Land$10,000-$10,000
Other Assets Org$920,876--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Luke MuzzyExcutive DirectorFT$42,645$42,645

Board Members and Trustees

NameTitle
Eric WardPresident
Brad GilbertDirector
Jaci GaudetDirector
Jeri Ann GilbertDirector
Lisa HarrisDirector
Pia CarusoDirector
Sean BillingsSecretary
Craig WattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$139,834
Program Service Revenue
$2,875
Investment Income
$7
Other Revenue
$1,896
All Other Contributions
$134,251
Change in Net Assets
$-68,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,274
Salaries, Compensation, and Employee Benefits$88,851
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$67,946--$67,946
Current Officers, Directors, Trustees, and Key Employees$31,984$10,661-$42,645
Other Salaries and Wages$33,410$6,072-$39,482
Depreciation Depletion$15,074--$15,074
Office Expenses$10,779$4,278-$15,057
Other Expenses$12,303$678-$12,981
Advertising$6,480$2,562-$9,042
Payroll Taxes$5,346$1,378-$6,724
Fees for Services Accounting-$3,000-$3,000
Insurance$1,096$78-$1,174
Total Functional Expenses$184,418$28,707$0$213,125
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
Agency Funds Payable$4,049
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 is available for board members to review upon request.

Form 990, Part VI, Section C, Line 19

Statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Moosehead Historical Society
EIN
23-7138146
Phone
2076952909
Address
PO BOX 1116, GREENVILLE, ME 04441-1116

Signing Officer

Name
Luke Muzzy
Title
Executive Director
Phone
2076952909
Signed
2025-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luke Muzzy
Formed
1971
Legal Domicile
Me
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
12

Preparer

Firm
Haverlock Estey & Curran LLC
Address
8 COMMERCE COURT, HAMPDEN, ME 04444-1538
Preparer
Vicki J Vincent
Phone
2079455695
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in beneficial interest in trust assets 115427.

Financial Statement Notes

PART III, LINE 4:

The collection is photographs, paper ephemera, and three dimensional artifacts from the moosehead lake region. These collections provide insight into both the rugged and fashionable lifestyles of people who lived in, and visited the once-remote region of maine.

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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE IS CURRENTLY AT 35%. THE ORGANIZATION IS LOCATED IN A SMALL TOWN IN RURAL MAINE AND HOLDS VARIOUS SPECIAL EVENTS TO ATTRACT MORE PUBLIC SUPPORT.THE ORGANIZATION'S MISSION TO COLLECT, PRESERVE, INTERPRET AND EXHIBIT THE HISTORY OF THE GREATER MOOSEHEAD LAKE REGION AND ITS WATERSHED, AND TO PERPETUATE THE CONTRIBUTIONS OF THE PEOPLE, PAST AND PRESENT, WHO POPULATE THE AREA, IS OF GREAT IMPORTANCE TO THE REGION IT SERVES. EACH YEAR THE MOOSEHEAD HISTORICAL SOCIETY ENTERTAINS AND EDUCATES THOUSANDS OF VISITORS FROM AROUND THE GLOBE. THE ORGANIZATION PROVIDES A GREAT RESOURCE TO THE COMMUNITY AND STRIVES TO FULFILL THEIR MISSION IN THEIR ONGOING OPERATIONS.
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IRS990ScheduleA/PublicSupportTotal170Amt0205589
IRS990ScheduleA/SubstantialContributorsTotAmt0274257
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0129834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0117426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0479846
IRS990ScheduleA/TotalSupportAmt0502158
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/BookValueAmt0329476
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0257050
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0586526
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0920876
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0HELD BY MAINE COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013086
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0100142
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0113228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COLLECTION IS PHOTOGRAPHS, PAPER EPHEMERA, AND THREE DIMENSIONAL ARTIFACTS FROM THE MOOSEHEAD LAKE REGION. THESE COLLECTIONS PROVIDE INSIGHT INTO BOTH THE RUGGED AND FASHIONABLE LIFESTYLES OF PEOPLE WHO LIVED IN, AND VISITED THE ONCE-REMOTE REGION OF MAINE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0352562
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0920876
IRS990ScheduleD/TotalLiabilityAmt04049
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS AVAILABLE FOR BOARD MEMBERS TO REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFICIAL INTEREST IN TRUST ASSETS 115427.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01679712
IRS990/TotalAssetsEOYAmt01727112
IRS990/TotalAssetsGrp/BOYAmt01679712
IRS990/TotalAssetsGrp/EOYAmt01727112
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0139834
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028707
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0184418
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213125
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03563
IRS990/TotalLiabilitiesEOYAmt04049
IRS990/TotalLiabilitiesGrp/BOYAmt03563
IRS990/TotalLiabilitiesGrp/EOYAmt04049
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01676149
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01723063
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0184418
IRS990/TotalProgramServiceRevenueAmt02875
IRS990/TotalReportableCompFromOrgAmt042645
IRS990/TotalRevenueGrp/ExclusionAmt07
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04771
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144612
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01679712
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01727112
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1116
IRS990/USAddress/CityNm0GREENVILLE
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004441
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE MUZZY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02076952909
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOOSEHEAD HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MOOS
ReturnHeader/Filer/EIN0237138146
ReturnHeader/Filer/PhoneNum02076952909
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1116
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0044411116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010271013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAVERLOCK ESTEY & CURRAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 COMMERCE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMPDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0044441538
ReturnHeader/PreparerPersonGrp/PhoneNum02079455695
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKI J VINCENT
ReturnHeader/ReturnTs02025-06-16T13:35:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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