Civic Intelligence

Healthy Acadia

990 • Fiscal year 2020 • EIN 27-0548057

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 02, 2021

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

81st percentile

0.51x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

55th percentile

0.17x

Higher debt load relative to revenue than 55% of similar nonprofits.

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

Net Margin

50th percentile

5.3%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$110,118

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

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

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,302,748

Up $289,365 (+29%) from 2019

Net Assets

Up

$634,290

Up $208,572 (+49%) from 2019

Liabilities

Up

$668,458

Up $80,793 (+14%) from 2019

Revenue

Up

$3,918,160

Up $1,396,632 (+55%) from 2019

Expenses

Up

$3,711,331

Up $1,000,417 (+37%) from 2019

Net Income

Up

$206,829

Up $396,215 (+209%) from 2019

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

2020

Assets$1,302,748
Liabilities$668,458
Net Assets$634,290

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

2020

Revenue$3,918,160
Expenses$3,711,331
Net Income$206,829
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 2, 2021
Return Version
2019v5.0
Gross Receipts
$3,918,160
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$727,859$1,105,343▲ $377,484
Cash and Non-Interest-Bearing Accounts$209,199$74,223▼ $134,976
Land, Buildings, and Equipment, Net$20,465$54,179▲ $33,714
Prepaid Expenses and Deferred Charges$8,625$19,790▲ $11,165
Total Assets$1,013,383$1,302,748▲ $289,365
Other Assets Total$47,235$49,213▲ $1,978
Liabilities
Accounts Payable and Accrued Expenses$488,460$616,637▲ $128,177
Deferred Revenue$99,205$51,821▼ $47,384
Total Liabilities$587,665$668,458▲ $80,793
Net Assets / Fund Balance
Net Assets With Donor Restrictions$344,491$537,827▲ $193,336
Net Assets Without Donor Restrictions$81,227$96,463▲ $15,236
Total Net Assets Fund Balance$425,718$634,290▲ $208,572
Total Liabilities and Net Assets / Fund Balance$1,013,383$1,302,748▲ $289,365

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$54,179$18,108$72,287

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$47,235-▲ $2,622-$49,213
2018$46,812-▲ $1,130-$47,235
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$83,623$26,495$110,118
Amy ClementFinance DireFT$65,229$13,918$79,147
Sandra JohnsonFinance DireFT$29,910-$29,910

Board Members and Trustees

NameTitle
Martha WagnerChair
Dean McguireVice Chair
Clem DeveauDirector
Jack FrostDirector
Jody JonesDirector
Marilyn HughesDirector
Rev Sara GavitDirector
Vince MesserSecretary
Patrick LyonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,802,233
Program Service Revenue
$114,758
Investment Income
$1,169
Other Revenue
$0
All Other Contributions
$805,772
Change in Net Assets
$206,829

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,918,160
Revenue Not Reported on Form 990
$1,743
Total Revenue per Audited Statements
$3,919,903
Total Revenue per Form 990
$3,918,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,398,243
Other Expenses$1,124,002
Grants and Similar Amounts Paid$189,086
Total Fundraising Expense$78,667
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,409,659$120,963$24,927$1,555,549
Other Employee Benefits$423,185$47,556$12,222$482,963
Grants to Domestic Orgs$189,086--$189,086
Current Officers, Directors, Trustees, and Key Employees$63,194$115,443$125$178,762
Occupancy-$169,505-$169,505
Payroll Taxes$127,081$14,281$3,670$145,032
Fees for Services Other-$71,976-$71,976
Travel$59,043$6,379$1,269$66,691
Pension Plan Contributions$31,489$3,539$909$35,937
Information Technology$5,540$24,416-$29,956
Depreciation Depletion$3,542$6,227-$9,769
Insurance-$9,622-$9,622
Other Expenses$154,241$797$1,041$797
All Other Expenses-$15-$15
Total Functional Expenses$2,981,255$651,409$78,667$3,711,331

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,711,331
Total Expenses per Audited Statements$3,711,331
Total Expenses per Form 990$3,711,331
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kennebec Behavioral HealthWaterville, ME501c3Substance Abuse$69,827
Mayo Regional HospitalDover Foxcroft, ME501c3Substance Abuse$61,499
Volunteers of America Northern NeBrunswick, ME501c3Substance Abuse$57,760
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
Audit committee
Yes
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
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
2021-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elspeth Flemings
Formed
2009
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
68
Volunteers
100

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

Mini grant programs this area of programming, funded by private foundation, state and federal grants, includes initiatives to support people of all ages to live free of substance misuse and substance use disorder, and to support individuals throughout their recovery journey. Program activities include 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, and facilitating direct access to recovery services. These activities are coordinated by staff with training and education in 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

Food 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.

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

Health 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.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Discretion of the board of directors for future use.

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IRS990/MissionDesc0WE EMPOWER PEOPLE AND ORGANIZATIONS AS WE BUILD HEALTHY COMMUNITIES TOGETHER.
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IRS990/OtherExpensesGrp/Desc0CONSULTING SERVICES
IRS990/OtherExpensesGrp/Desc1MATERIALS & SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
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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.
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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/SupplementalInformationDetail/ExplanationTxt0DISCRETION OF THE BOARD OF DIRECTORS FOR FUTURE USE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUBSTANCE ABUSE
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2VOLUNTEERS OF AMERICA NORTHERN NE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1897 WEST MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt214 MAINE STREET SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DOVER FOXCROFT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BRUNSWICK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ME

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