Civic Intelligence

Healthy Acadia

990 • Fiscal year 2018 • EIN 27-0548057

Oct 01, 2017 to Sep 30, 2018 • Filed on May 31, 2019

140 State Street Suite 1Ellsworth, ME 04605

(207) 288-5331

Siviq Scores

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

Liabilities / Assets

74th percentile

0.36x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$83,643

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$959,512

Up $125,750 (+15%) from 2017

Net Assets

Up

$614,968

Up $37,558 (+6.5%) from 2017

Liabilities

Up

$344,544

Up $88,192 (+34%) from 2017

Revenue

Up

$2,014,647

Up $294,451 (+17%) from 2017

Expenses

Up

$1,980,590

Up $430,090 (+28%) from 2017

Net Income

Down

$34,057

Down $135,639 (-80%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $226,995Liabilities 2012: $87,623Net Assets 2012: $139,3722012Assets 2013: $277,063Liabilities 2013: $175,795Net Assets 2013: $101,2682013Assets 2014: $634,024Liabilities 2014: $375,726Net Assets 2014: $258,2982014Assets 2016: $657,821Liabilities 2016: $253,058Net Assets 2016: $404,7632016Assets 2017: $833,762Liabilities 2017: $256,352Net Assets 2017: $577,4102017Assets 2018: $959,512Liabilities 2018: $344,544Net Assets 2018: $614,9682018Assets 2019: $1,013,383Liabilities 2019: $587,665Net Assets 2019: $425,7182019Assets 2020: $1,302,748Liabilities 2020: $668,458Net Assets 2020: $634,2902020Assets 2022: $1,431,158Liabilities 2022: $428,424Net Assets 2022: $1,002,7342022Assets 2024: $3,937,546Liabilities 2024: $1,553,505Net Assets 2024: $2,384,0412024

Highlighted filing

2018

Assets$959,512
Liabilities$344,544
Net Assets$614,968

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $580,8732012Expenses 2013: $1,285,5392013Revenue 2014: $1,907,554Expenses 2014: $1,750,524Net Income 2014: $157,0302014Revenue 2016: $1,710,227Expenses 2016: $1,571,643Net Income 2016: $138,5842016Revenue 2017: $1,720,196Expenses 2017: $1,550,500Net Income 2017: $169,6962017Revenue 2018: $2,014,647Expenses 2018: $1,980,590Net Income 2018: $34,0572018Revenue 2019: $2,521,528Expenses 2019: $2,710,914Net Income 2019: -$189,3862019Revenue 2020: $3,918,160Expenses 2020: $3,711,331Net Income 2020: $206,8292020Revenue 2022: $4,481,923Expenses 2022: $4,224,660Net Income 2022: $257,2632022Revenue 2024: $6,252,277Expenses 2024: $5,661,025Net Income 2024: $591,2522024

Highlighted filing

2018

Revenue$2,014,647
Expenses$1,980,590
Net Income$34,057
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
May 31, 2019
Return Version
2017v2.3
Gross Receipts
$2,014,647
Mission and Program Overview

Mission

We empower people and organizations as we build healthy communities together.

We empower people and organizations to build healthy communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$338,915$589,083▲ $250,168
Cash and Non-Interest-Bearing Accounts$446,696$293,703▼ $152,993
Land, Buildings, and Equipment, Net-$17,668-
Prepaid Expenses and Deferred Charges$5,050$12,246▲ $7,196
Total Assets$833,762$959,512▲ $125,750
Other Assets Total$43,101$46,812▲ $3,711
Liabilities
Accounts Payable and Accrued Expenses$178,852$344,333▲ $165,481
Deferred Revenue$77,500$211▼ $77,289
Total Liabilities$256,352$344,544▲ $88,192
Net Assets / Fund Balance
Temporarily Rstr Net Assets$425,486$429,620▲ $4,134
Unrestricted Net Assets$151,924$185,348▲ $33,424
Total Net Assets Fund Balance$577,410$614,968▲ $37,558
Total Liabilities and Net Assets / Fund Balance$833,762$959,512▲ $125,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,668$3,666$21,334

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$43,101-▲ $4,429-$46,812
2016$39,089-▲ $4,683-$43,101
2015-$40,250▼ $375-$39,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elspeth FlemingsExecutive DiFT$61,045$22,598$83,643
Sandra JohnsonFinance DireFT$57,198$10,811$68,009

Board Members and Trustees

NameTitle
Martha WagnerChair
Ryan SwansonVice Chair
Bob FitzsimmonsDirector
Clem DeveauDirector
Dean McguireDirector
Jack FrostDirector
Jody JonesDirector
Vince MesserDirector
Patrick LyonsSecretary
Bobbie-jo ThorntonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,946,147
Program Service Revenue
$67,106
Investment Income
$1,394
Other Revenue
$0
All Other Contributions
$1,043,169
Change in Net Assets
$34,057

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,014,647
Revenue Not Reported on Form 990
$3,501
Total Revenue per Audited Statements
$2,018,148
Total Revenue per Form 990
$2,014,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,329,290
Other Expenses$651,300
Total Fundraising Expense$62,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$771,733$21,933$16,641$810,307
Other Employee Benefits$246,239$23,859$5,281$275,379
Current Officers, Directors, Trustees, and Key Employees$74,275$76,289$1,087$151,651
Occupancy$9,997$73,829-$83,826
Payroll Taxes$61,487$8,126$1,290$70,903
Travel$65,572$1,658$759$67,989
Fees for Services Other$6,217$28,131-$34,348
Pension Plan Contributions$19,729$895$426$21,050
Other Expenses$531$9,180$451$9,711
Insurance-$6,200-$6,200
Depreciation Depletion-$1,963-$1,963
All Other Expenses$219$1,136$90$1,445
Total Functional Expenses$1,631,588$286,389$62,613$1,980,590

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,980,590
Total Expenses per Audited Statements$1,980,590
Total Expenses per Form 990$1,980,590
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

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

Upon completion of the form 990 a draft copy is submitted to the board of directors for review/discussion. The board then votes to authorize filing of the form, the vote is documented in the meeting minutes.

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

All new employees are given a copy of the conflict of interest policy as part of the orientation package and asked to complete the conflict of interest disclosure certification and return it to the finance director who retains a copy. Annually the conflict of interest policy is reviewed at a full staff meeting and a board meeting. Certifications are completed at this annual review and are maintained by the finance director. Also consultants are asked to complete a certification if one is deemed necessary.

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

Market survey information is obtained from various sources (apha, mpha, columbia books and association trends) analysed in conjunction with the status of the organization's growth and the incumbent's performance, and then a recommendation is presented to the board for approval.

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

Market survey information is obtained from various sources (apha, mpha, columbia books and association trends) analysed in conjunction with the status of the organization's growth and the incumbent's performance, and then a recommendation is presented to the board for approval, with the exception that recommendations are evaluated, approved and administered by the executive director. The board approves the executive director's decisions regarding compensation changes as part of the annual budget review process.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy and financial statements are maintained in the office and are available to the public during standard business hours.

Filing and Contact Details

Filer

Filer Name
Healthy Acadia
EIN
27-0548057
Phone
2072885331
Address
140 STATE STREET SUITE 1, ELLSWORTH, ME 04605

Signing Officer

Name
Elspeth Flemings
Title
Executive Director
Phone
2072885331
Signed
2019-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elspeth Flemings
Formed
2009
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
10
Employees
23

Preparer

Firm
Edwards Faust & Smith
Address
15 COLUMBIA ST STE 201, BANGOR, ME 04401-6355
Preparer
Mark W Chellis
Phone
2079474575
Supplemental Narrative

Additional Explanations

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

Community health. Some activities are carried out with the support of subcontract partners, consultants and volunteers working together in collaborative, community-based efforts. This work covers the geographic area of hancock and washington counties, me, with limited engagement in a broader eight county region.

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

Education. Populations of focus include seniors, youth from 0-18 years of age, parents, those experiencing low-income, and those eligible for supplemental nutrition assistance through the supplemental nutrition assistance education program. These activities are coordinated by staff with training and education in community health.

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

Providers, educators and students, business owners and employees, strengthening linkages between primary care providers, health systems, community based organizations and health resources. These activities are coordinated by staff with training and education in community health. This work covers the geographic area of hancock and washington counties, me.

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IRS990/OtherExpensesGrp/Desc1MATERILAS & SUPPLIES
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IRS990/PrincipalOfficerNm0ELSPETH FLEMINGS
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IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt067106
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IRS990/ProgSrvcAccomActy2Grp/Desc0FOOD AND NUTRITION THIS AREA OF PROGRAMMING, FUNDED BY PRIVATE FOUNDATION, STATE AND FEDERAL GRANTS, INCLUDES INITIATIVES TO ENSURE THAT ALL PEOPLE HAVE ACCESS TO NUTRITIOUS, AFFORDABLE FOOD, AND TO MAKE THE HEALTHY CHOICE THE EASY CHOICE. PROGRAM ACTIVITIES INCLUDE LINKING GROWERS WITH FOOD SECURITY ORGANIZATIONS THROUGH A COMPREHENSIVE GLEANING INITIATIVE; SUPPORTING FOOD SYSTEM AND NUTRITION CURRICULUM INTEGRATION THROUGH GARDENS, GREENHOUSES AND COMMUNITY FOOD LITERACY; AND PARTNERING WITH RURAL GENERAL STORES, HOSPITALS, AND OTHER FOOD PROVIDERS TO INCREASE THE ACCESSIBILITY OF HEALTHY FOOD OPTIONS THROUGHOUT HANCOCK AND WASHINGTON COUNTIES, MAINE. THESE PROGRAMS ADDRESS HUNGER AND PROMOTE FOOD SECURITY AND NUTRITION EDUCATION. POPULATIONS OF FOCUS INCLUDE SENIORS, YOUTH FROM 0-18 YEARS OF AGE, PARENTS, THOSE EXPERIENCING LOW-INCOME, AND THOSE ELIGIBLE FOR SUPPLEMENTAL NUTRITION ASSISTANCE THROUGH THE SUPPLEMENTAL NUTRITION ASSISTANCE EDUCATION PROGRAM. THESE ACTIVITIES ARE COORDINATED BY STAFF WITH TRAINING AND EDUCATION IN COMMUNITY HEALTH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0417682
IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTH PROMOTION AND MANAGEMENT THIS AREA OF PROGRAMMING, FUNDED BY PRIVATE FOUNDATION, STATE AND FEDERAL GRANTS, INCLUDES INITIATIVES TO IMPROVE COMMUNITY SUPPORTS ACROSS A WIDE RANGE OF HEALTH NEEDS INCLUDING CANCER PATIENT NAVIGATION, STRESS REDUCTION, DIABETES PREVENTION PROGRAMMING, CHRONIC DISEASE AND PAIN SELF- MANAGEMENT AND TO BARRIER REMOVAL FOR AN ASSORTMENT OF HEALTH CHALLENGES. PROGRAMING FOCUSES ON DISEASE PREVENTION, MANAGEMENT, AND ACCESS TO TREATMENT, INCLUDING FOR THOSE AT-RISK OF, OR SUFFERING FROM, DIABETES, CANCER, OSTEOPOROSIS, ARTHRITIS, STROKE, HEART DISEASE, AND MORE. ACTIVITIES INCLUDE THE DISSEMINATION OF EDUCATIONAL MATERIALS; HOSTING EDUCATIONAL CLASSES, TRAINING AND PROFESSIONAL DEVELOPMENT FOR HEALTH PROVIDERS, EDUCATORS AND STUDENTS, BUSINESS OWNERS AND EMPLOYEES, STRENGTHENING LINKAGES BETWEEN PRIMARY CARE PROVIDERS, HEALTH SYSTEMS, COMMUNITY BASED ORGANIZATIONS AND HEALTH RESOURCES. THESE ACTIVITIES ARE COORDINATED BY STAFF WITH TRAINING AND EDUCATION IN COMMUNITY HEALTH. THIS WORK COVERS THE GEOGRAPHIC AREA OF HANCOCK AND WASHINGTON COUNTIES, ME.
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IRS990ScheduleD/TotalRevenuePerForm990Amt02014647
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY HEALTH. SOME ACTIVITIES ARE CARRIED OUT WITH THE SUPPORT OF SUBCONTRACT PARTNERS, CONSULTANTS AND VOLUNTEERS WORKING TOGETHER IN COLLABORATIVE, COMMUNITY-BASED EFFORTS. THIS WORK COVERS THE GEOGRAPHIC AREA OF HANCOCK AND WASHINGTON COUNTIES, ME, WITH LIMITED ENGAGEMENT IN A BROADER EIGHT COUNTY REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATION. POPULATIONS OF FOCUS INCLUDE SENIORS, YOUTH FROM 0-18 YEARS OF AGE, PARENTS, THOSE EXPERIENCING LOW-INCOME, AND THOSE ELIGIBLE FOR SUPPLEMENTAL NUTRITION ASSISTANCE THROUGH THE SUPPLEMENTAL NUTRITION ASSISTANCE EDUCATION PROGRAM. THESE ACTIVITIES ARE COORDINATED BY STAFF WITH TRAINING AND EDUCATION IN COMMUNITY HEALTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDERS, EDUCATORS AND STUDENTS, BUSINESS OWNERS AND EMPLOYEES, STRENGTHENING LINKAGES BETWEEN PRIMARY CARE PROVIDERS, HEALTH SYSTEMS, COMMUNITY BASED ORGANIZATIONS AND HEALTH RESOURCES. THESE ACTIVITIES ARE COORDINATED BY STAFF WITH TRAINING AND EDUCATION IN COMMUNITY HEALTH. THIS WORK COVERS THE GEOGRAPHIC AREA OF HANCOCK AND WASHINGTON COUNTIES, ME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON COMPLETION OF THE FORM 990 A DRAFT COPY IS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW/DISCUSSION. THE BOARD THEN VOTES TO AUTHORIZE FILING OF THE FORM, THE VOTE IS DOCUMENTED IN THE MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL NEW EMPLOYEES ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AS PART OF THE ORIENTATION PACKAGE AND ASKED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE CERTIFICATION AND RETURN IT TO THE FINANCE DIRECTOR WHO RETAINS A COPY. ANNUALLY THE CONFLICT OF INTEREST POLICY IS REVIEWED AT A FULL STAFF MEETING AND A BOARD MEETING. CERTIFICATIONS ARE COMPLETED AT THIS ANNUAL REVIEW AND ARE MAINTAINED BY THE FINANCE DIRECTOR. ALSO CONSULTANTS ARE ASKED TO COMPLETE A CERTIFICATION IF ONE IS DEEMED NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKET SURVEY INFORMATION IS OBTAINED FROM VARIOUS SOURCES (APHA, MPHA, COLUMBIA BOOKS AND ASSOCIATION TRENDS) ANALYSED IN CONJUNCTION WITH THE STATUS OF THE ORGANIZATION'S GROWTH AND THE INCUMBENT'S PERFORMANCE, AND THEN A RECOMMENDATION IS PRESENTED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKET SURVEY INFORMATION IS OBTAINED FROM VARIOUS SOURCES (APHA, MPHA, COLUMBIA BOOKS AND ASSOCIATION TRENDS) ANALYSED IN CONJUNCTION WITH THE STATUS OF THE ORGANIZATION'S GROWTH AND THE INCUMBENT'S PERFORMANCE, AND THEN A RECOMMENDATION IS PRESENTED TO THE BOARD FOR APPROVAL, WITH THE EXCEPTION THAT RECOMMENDATIONS ARE EVALUATED, APPROVED AND ADMINISTERED BY THE EXECUTIVE DIRECTOR. THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S DECISIONS REGARDING COMPENSATION CHANGES AS PART OF THE ANNUAL BUDGET REVIEW PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICE AND ARE AVAILABLE TO THE PUBLIC DURING STANDARD BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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