Civic Intelligence

Southern Harbor Eldercare Services

990 • Fiscal year 2017 • EIN 32-0451503

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileSOUTHERNHARBORHOUSE.ORG
PO Box 220North Haven, ME 04853

(207) 867-4633

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$267,876

No earlier filing loaded for comparison.

Net Assets

$267,876

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$320,889

No earlier filing loaded for comparison.

Expenses

$66,050

No earlier filing loaded for comparison.

Net Income

$254,839

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2017: $267,876Liabilities 2017: $0Net Assets 2017: $267,8762017Assets 2019: $3,955,880Liabilities 2019: $751,284Net Assets 2019: $3,204,5962019Assets 2020: $3,967,554Liabilities 2020: $804,558Net Assets 2020: $3,162,9962020Assets 2021: $4,250,390Liabilities 2021: $757,016Net Assets 2021: $3,493,3742021Assets 2022: $4,047,764Liabilities 2022: $768,466Net Assets 2022: $3,279,2982022Assets 2024: $4,302,409Liabilities 2024: $766,666Net Assets 2024: $3,535,7432024

Highlighted filing

2017

Assets$267,876
Liabilities$0
Net Assets$267,876
Open 2017 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $320,889Expenses 2017: $66,050Net Income 2017: $254,8392017Revenue 2019: $246,024Expenses 2019: $419,323Net Income 2019: -$173,2992019Revenue 2020: $373,529Expenses 2020: $415,129Net Income 2020: -$41,6002020Revenue 2021: $664,432Expenses 2021: $419,857Net Income 2021: $244,5752021Revenue 2022: $377,935Expenses 2022: $471,895Net Income 2022: -$93,9602022Revenue 2024: $578,198Expenses 2024: $507,079Net Income 2024: $71,1192024

Highlighted filing

2017

Revenue$320,889
Expenses$66,050
Net Income$254,839
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$321,730
Mission and Program Overview

Mission

Our mission is to provide high quality on-island care in a safe, nurturing, and truly residential environment for year-round and seasonal members of the North Haven community who cannot remain in their longtime homes.

To operate a high quality facility and first-rate programs that sustain and provide a safe, nurturing, stimulating, compassionate, and homelike environment in support of year-round and seasonal members of the north haven community. The organization will provide a dignified, adaptive aging alternative with the supported opportunity to stay in one's home or to reside in the southern harbor house assisted living facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$267,876-
Cash and Non-Interest-Bearing Accounts$12,963$227,755▲ $214,792
Savings and Temporary Cash Investments-$15,002-
Cap Stk Tr Prin Current Funds$12,963--
Total Assets$12,963$267,876▲ $254,913
Other Assets Total-$25,119-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,963$267,876▲ $254,913
Total Liabilities and Net Assets / Fund Balance$12,963$267,876▲ $254,913

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$25,119--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017-$25,250▲ $123-$25,119
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lindsey BeverageAdministratoFT$7,268$7,268

Board Members and Trustees

NameTitle
Kathi LovellPresident
Dave MacyDirector
Foy E BrownDirector
Holly AmblerDirector
Nancy Hopkins-davissonDirector
Rebecca DemmonsDirector
Robert JenkinsDirector
Sue FerraDirector
Wendy CooperDirector
Lisa ShieldsSecretary
Doug RecordVP & Treasur
Revenue and Support

Revenue Composition

Contributions and Grants
$319,378
Program Service Revenue
$0
Investment Income
$51
Other Revenue
$1,460
All Other Contributions
$319,378
Change in Net Assets
$254,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Salaries, Compensation, and Employee Benefits$12,741
Other Expenses$3,309
Total Fundraising Expense$3,221
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Current Officers, Directors, Trustees, and Key Employees-$6,178$1,090$7,268
Other Salaries and Wages-$2,926$1,050$3,976
Office Expenses-$1,039$244$1,283
Payroll Taxes-$696$164$860
Information Technology-$568$133$701
Other Employee Benefits-$516$121$637
Fees for Services Accounting-$511$120$631
Fees for Service Investment Mgmnt Fees--$254$254
Advertising-$190$45$235
Fees for Services Legal-$175-$175
Travel-$30-$30
Total Functional Expenses$50,000$12,829$3,221$66,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Haven Sustainable HousingNorth Haven, ME501c3Operations Support$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,301
Fundraising Direct Expenses$841
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
No
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“The organization will review the form 990 and a board meeting prior to filing.”

Form 990, Page 6, Part VI, Line 18

“The organization has requested a copy of its 1023 application from the irs and will make that available upon request along with its tax returns.”

Form 990, Page 6, Part VI, Line 19

“The organization will make its bylaws available for public review upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Harbor Eldercare Services
EIN
32-0451503
Phone
2078674633
Address
PO BOX 220, NORTH HAVEN, ME 04853

Signing Officer

Name
Kathi Lovell
Title
President
Phone
2078674633
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathi Lovell
Formed
2014
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
5

Preparer

Firm
Williams CPA Group LLC
Address
PO BOX 839, ROCKPORT, ME 04856
Preparer
Tacy T Trippe
Phone
2072368781
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To operate a high quality facility and first-rate programs that sustain and provide a safe, nurturing, stimulating, compassionate, and homelike environment in support of year-round and seasonal members of the north haven community. The organization will provide a dignified, adaptive aging alternative with the supported opportunity to stay in one's home or to reside in the southern harbor house assisted living facility.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment is intended to provide income to supplement the client fees and fundraising efforts of the organization.”

Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A HIGH QUALITY FACILITY AND FIRST-RATE PROGRAMS THAT SUSTAIN AND PROVIDE A SAFE, NURTURING, STIMULATING, COMPASSIONATE, AND HOMELIKE ENVIRONMENT IN SUPPORT OF YEAR-ROUND AND SEASONAL MEMBERS OF THE NORTH HAVEN COMMUNITY. THE ORGANIZATION WILL PROVIDE A DIGNIFIED, ADAPTIVE AGING ALTERNATIVE WITH THE SUPPORTED OPPORTUNITY TO STAY IN ONE'S HOME OR TO RESIDE IN THE SOUTHERN HARBOR HOUSE ASSISTED LIVING FACILITY.
IRS990/AdvertisingGrp/FundraisingAmt045
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0190
IRS990/AdvertisingGrp/TotalAmt0235
IRS990/AllOtherContributionsAmt0319378
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0DOUG RECORD
IRS990/BooksInCareOfDetail/PhoneNum02078672299
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd004853
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt012963
IRS990/CashNonInterestBearingGrp/BOYAmt012963
IRS990/CashNonInterestBearingGrp/EOYAmt0227755
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01090
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06178
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07268
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0319378
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt051
IRS990/CYOtherExpensesAmt03309
IRS990/CYOtherRevenueAmt01460
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0254839
IRS990/CYSalariesCompEmpBnftPaidAmt012741
IRS990/CYTotalExpensesAmt066050
IRS990/CYTotalFundraisingExpenseAmt03221
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0320889
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION WILL PROVIDE ELDERCARE SERVICES VIA THE SIX-BED SOUTHERN HARBOR HOUSE. THIS FACILITY WILL BE COMPLETED AND TRANSFERRED TO SHES BY NORTH HAVEN SUSTAINABLE HOUSING DURING 2018. THE ORGANIZATION ALSO OFFERS A VARIETY OF IN-HOME SUPPORT PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt050000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0120
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0511
IRS990/FeesForServicesAccountingGrp/TotalAmt0631
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0175
IRS990/FeesForServicesLegalGrp/TotalAmt0175
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt0254
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0254
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHI LOVELL
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUG RECORD
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE MACY
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY HOPKINS-DAVISSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SUE FERRA
IRS990/Form990PartVIISectionAGrp/PersonNm6WENDY COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm7REBECCA DEMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm8FOY E BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm10HOLLY AMBLER
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDSEY BEVERAGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt117268
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP & TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11ADMINISTRATO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt0841
IRS990/FundraisingGrossIncomeAmt02301
IRS990/GainOrLossGrp/OtherAmt039
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt039
IRS990/GrossReceiptsAmt0321730
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0133
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0568
IRS990/InformationTechnologyGrp/TotalAmt0701
IRS990/InvestmentIncomeGrp/ExclusionAmt012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A HIGH QUALITY FACILITY AND FIRST-RATE PROGRAMS THAT SUSTAIN AND PROVIDE A SAFE, NURTURING, STIMULATING, COMPASSIONATE, AND HOMELIKE ENVIRONMENT IN SUPPORT OF YEAR-ROUND AND SEASONAL MEMBERS OF THE NORTH HAVEN COMMUNITY. THE ORGANIZATION WILL PROVIDE A DIGNIFIED, ADAPTIVE AGING ALTERNATIVE WITH THE SUPPORTED OPPORTUNITY TO STAY IN ONE'S HOME OR TO RESIDE IN THE SOUTHERN HARBOR HOUSE ASSISTED LIVING FACILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012963
IRS990/NetAssetsOrFundBalancesEOYAmt0267876
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt039
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01460
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01460
IRS990/NetUnrlzdGainsLossesInvstAmt074
IRS990/NoncashContributionsAmt02082
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0244
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01039
IRS990/OfficeExpensesGrp/TotalAmt01283
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt025119
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0121
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0516
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0637
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01050
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02926
IRS990/OtherSalariesAndWagesGrp/TotalAmt03976
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0164
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0696
IRS990/PayrollTaxesGrp/TotalAmt0860
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHI LOVELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012963
IRS990/PYExcessBenefitTransInd0false
IRS990/PYRevenuesLessExpensesAmt012963
IRS990/PYTotalRevenueAmt012963
IRS990/ReconcilationRevenueExpnssAmt0254839
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0267876
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015002
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0319378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0332340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02301
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02301
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0280726
IRS990ScheduleA/SubstantialContributorsTotAmt051614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0319378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012962
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0332340
IRS990ScheduleA/TotalSupportAmt0334653
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0254
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025119
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0123
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt025119
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT @ ME COMMUNITY FDN
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS INTENDED TO PROVIDE INCOME TO SUPPLEMENT THE CLIENT FEES AND FUNDRAISING EFFORTS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueOtherAssetsAmt025119
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH HAVEN SUSTAINABLE HOUSING
IRS990ScheduleI/RecipientTable/RecipientEIN0203828493
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 373
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH HAVEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004853
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO OPERATE A HIGH QUALITY FACILITY AND FIRST-RATE PROGRAMS THAT SUSTAIN AND PROVIDE A SAFE, NURTURING, STIMULATING, COMPASSIONATE, AND HOMELIKE ENVIRONMENT IN SUPPORT OF YEAR-ROUND AND SEASONAL MEMBERS OF THE NORTH HAVEN COMMUNITY. THE ORGANIZATION WILL PROVIDE A DIGNIFIED, ADAPTIVE AGING ALTERNATIVE WITH THE SUPPORTED OPPORTUNITY TO STAY IN ONE'S HOME OR TO RESIDE IN THE SOUTHERN HARBOR HOUSE ASSISTED LIVING FACILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL REVIEW THE FORM 990 AND A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS REQUESTED A COPY OF ITS 1023 APPLICATION FROM THE IRS AND WILL MAKE THAT AVAILABLE UPON REQUEST ALONG WITH ITS TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE ITS BYLAWS AVAILABLE FOR PUBLIC REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012963
IRS990/TotalAssetsEOYAmt0267876
IRS990/TotalAssetsGrp/BOYAmt012963
IRS990/TotalAssetsGrp/EOYAmt0267876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0319378
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03221
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012829
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050000
IRS990/TotalFunctionalExpensesGrp/TotalAmt066050
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0267876
IRS990/TotalProgramServiceExpensesAmt050000
IRS990/TotalReportableCompFromOrgAmt07268
IRS990/TotalRevenueGrp/ExclusionAmt01511
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0320889
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012963
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0267876
IRS990/TravelGrp/ManagementAndGeneralAmt030
IRS990/TravelGrp/TotalAmt030
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt041 PULPIT HARBOR RD
IRS990/USAddress/CityNm0NORTH HAVEN
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004853
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0SOUTHERNHARBORHOUSE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHI LOVELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02078674633
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN HARBOR ELDERCARE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0320451503
ReturnHeader/Filer/PhoneNum02078674633
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 220
ReturnHeader/Filer/USAddress/CityNm0NORTH HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004853
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08EA1B38065BD7868FEDF61CF668D19525B4573A1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D2CF969BF983009C273D0EAE2A3534A28FAA42F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.0.103.81
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:43:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043378763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 839
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004856
ReturnHeader/PreparerPersonGrp/PhoneNum02072368781
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TACY T TRIPPE
ReturnHeader/ReturnTs02018-11-07T12:43:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,876
Liabilities
$0
Net assets
$267,876
Revenue
$320,889
Expenses
$66,050
Net income
$254,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.77$3.54$0.58$0.51$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.77$3.28$0.38$0.47$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.76$3.49$0.66$0.42$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.80$3.16$0.37$0.42$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.75$3.20$0.25$0.42$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.32$0.07$0.25