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

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$7,268

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

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
Liabilities / Revenue56th percentileNet Margin97th percentile

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

Asset GrowthScore unavailable

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 GrowthScore unavailable

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
Top Officer Pay79th percentile

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.”

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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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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0123
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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