Civic Intelligence

Southern Harbor Eldercare Services

990 • Fiscal year 2018 • EIN 32-0451503

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

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

$4,098,343

No earlier filing loaded for comparison.

Net Assets

$3,346,897

No earlier filing loaded for comparison.

Liabilities

$751,446

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$3,177,603

No earlier filing loaded for comparison.

Expenses

$95,700

No earlier filing loaded for comparison.

Net Income

$3,081,903

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 2018: $4,098,343Liabilities 2018: $751,446Net Assets 2018: $3,346,8972018Assets 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

2018

Assets$4,098,343
Liabilities$751,446
Net Assets$3,346,897
Open 2018 Filing

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $3,177,603Expenses 2018: $95,700Net Income 2018: $3,081,9032018Revenue 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

2018

Revenue$3,177,603
Expenses$95,700
Net Income$3,081,903
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$3,177,783
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$3,522,460-
Rtn Earn Endowment Incm Other Fnds$267,876$3,346,897▲ $3,079,021
Cash and Non-Interest-Bearing Accounts$227,755$540,551▲ $312,796
Savings and Temporary Cash Investments$15,002$100▼ $14,902
Total Assets$267,876$4,098,343▲ $3,830,467
Other Assets Total$25,119$35,232▲ $10,113
Liabilities
Other Liabilities-$750,000-
Accounts Payable and Accrued Expenses-$1,446-
Total Liabilities$0$751,446▲ $751,446
Net Assets / Fund Balance
Total Net Assets Fund Balance$267,876$3,346,897▲ $3,079,021
Total Liabilities and Net Assets / Fund Balance$267,876$4,098,343▲ $3,830,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,819,490$9,066$2,828,556
Land$684,835-$684,835
Other Land Buildings$18,135$670$18,805

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$25,119$11,265▼ $738-$35,232
2017-$25,250▲ $123-$25,119
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,173,157
Program Service Revenue
$0
Investment Income
$2,146
Other Revenue
$2,300
All Other Contributions
$3,173,157
Change in Net Assets
$3,081,903

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$2,782,196Cost
Other Non Cash Contri Table1$2,335-
Total Noncash Contributions2$2,784,531-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,382
Salaries, Compensation, and Employee Benefits$40,818
Total Fundraising Expense$14,533
Professional Fundraising Fees$5,500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$29,427$6,903$36,330
Office Expenses-$10,416-$10,416
Depreciation Depletion$4,867$4,869-$9,736
Information Technology$3,238$3,309-$6,547
Fees for Services Accounting-$4,508$1,058$5,566
Fees for Services Professional Fundraising--$5,500$5,500
Insurance-$4,186-$4,186
Fees for Services Other-$2,890$278$3,168
Payroll Taxes-$2,251$528$2,779
Occupancy-$2,210-$2,210
Other Employee Benefits-$1,517$192$1,709
Other Expenses$1,633$952-$952
All Other Expenses$508$328-$836
Fees for Service Investment Mgmnt Fees-$414-$414
Travel-$271$60$331
Advertising-$61$14$75
Total Functional Expenses$12,581$68,586$14,533$95,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,500
Fundraising Gross Income$885
Fundraising Direct Expenses$180
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Conditional Mortgage Loan$750,000
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
Yes
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 4

“Wording of mission statement was adjusted. The new wording is reflected on the form 990.”

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 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
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathi Lovell
Formed
2014
Legal Domicile
Me
Voting Board Members
10
Independent Board Members
10
Employees
9
Volunteers
36

Preparer

Firm
Williams CPA Group LLC
Address
PO BOX 839, ROCKPORT, ME 04856
Preparer
David R Williams
Phone
2072368781
Supplemental Narrative

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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0319378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012962
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0417485
IRS990ScheduleA/TotalSupportAmt0425134
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01595
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01595
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02819490
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09066
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02828556
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0414
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025119
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011265
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt035232
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-738
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0254
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0123
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0684835
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0684835
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt018135
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0670
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018805
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0750000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONDITIONAL MORTGAGE LOAN
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/TotalBookValueLandBuildingsAmt03522460
IRS990ScheduleD/TotalLiabilityAmt0750000
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt02335
IRS990ScheduleM/RealEstateResidentialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateResidentialGrp/MethodOfDeterminingRevenuesTxt0COST
IRS990ScheduleM/RealEstateResidentialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateResidentialGrp/NoncashContributionsRptF990Amt02782196
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0LAND, BUILDING, AND FURNISHINGS FOR ESTABLISHING THE ORGANIZATION AND ITS EXEMPT PURPOSE WERE BUILT AND GRANTED BY 501(C)3 ORGANIZATION NORTH HAVEN SUSTAINABLE HOUSING. CONSTRUCTION WAS COMPLETED AND PROPERTY WAS TRANSFERRED TO THE ORGANIZATION IN 2018.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 2, PART II
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WORDING OF MISSION STATEMENT WAS ADJUSTED. THE NEW WORDING IS REFLECTED ON THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL REVIEW THE FORM 990 AND A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE ITS BYLAWS AVAILABLE FOR PUBLIC REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0267876
IRS990/TotalAssetsEOYAmt04098343
IRS990/TotalAssetsGrp/BOYAmt0267876
IRS990/TotalAssetsGrp/EOYAmt04098343
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03173157
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014533
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068586
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012581
IRS990/TotalFunctionalExpensesGrp/TotalAmt095700
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0751446
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0751446
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0267876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03346897
IRS990/TotalProgramServiceExpensesAmt012581
IRS990/TotalRevenueGrp/ExclusionAmt04446
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03177603
IRS990/TotalVolunteersCnt036
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0267876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04098343
IRS990/TravelGrp/FundraisingAmt060
IRS990/TravelGrp/ManagementAndGeneralAmt0271
IRS990/TravelGrp/TotalAmt0331
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/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0SOUTHERNHARBORHOUSE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,098,343
Liabilities
$751,446
Net assets
$3,346,897
Revenue
$3,177,603
Expenses
$95,700
Net income
$3,081,903
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
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.75$3.35$3.18$0.10$3.08