Civic Intelligence

Maritime Heritage Alliance

EIN 38-2528874 • 501(c)3 • Traverse City, MI

Profile

Preserve Interpret Share and promote the Maritime Heritage of the Great Lakes.

13268 S West Bayshore DriveTraverse City, MI 49684

www.maritimeheritagealliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

37th percentile

-4.7%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$44,187

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

9.3%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$259,004

Down $7,980 (-3.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$259,004

Down $6,486 (-2.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$139,163

Up $11,854 (+9.3%) from 2023

Expenses

Up

$145,649

Up $26,004 (+22%) from 2023

Net Income

Down

-$6,486

Down $14,150 (-185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,544,818Liabilities 2010: $2,435Net Assets 2010: $1,542,3832010Assets 2011: $1,550,146Liabilities 2011: $4,241Net Assets 2011: $1,545,9052011Assets 2012: $1,544,160Liabilities 2012: $270Net Assets 2012: $1,543,8902012Assets 2013: $1,030,913Liabilities 2013: $1,626Net Assets 2013: $1,029,2872013Assets 2014: $1,008,704Liabilities 2014: $1,367Net Assets 2014: $1,007,3372014Assets 2015: $976,057Liabilities 2015: $913Net Assets 2015: $975,1442015Assets 2016: $993,175Liabilities 2016: $1,572Net Assets 2016: $991,6032016Assets 2017: $1,012,072Liabilities 2017: $2,879Net Assets 2017: $1,009,1932017Assets 2018: $1,022,440Liabilities 2018: $9,013Net Assets 2018: $1,013,4272018Assets 2019: $1,017,418Liabilities 2019: $2,094Net Assets 2019: $1,015,3242019Assets 2020: $1,016,052Liabilities 2020: $7,176Net Assets 2020: $1,008,8762020Assets 2021: $870,328Liabilities 2021: $0Net Assets 2021: $870,3282021Assets 2022: $457,645Liabilities 2022: $0Net Assets 2022: $457,6452022Assets 2023: $266,984Liabilities 2023: $1,494Net Assets 2023: $265,4902023Assets 2024: $259,004Net Assets 2024: $259,0042024

Highlighted filing

2024

Assets$259,004
Liabilities-
Net Assets$259,004
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $185,2532010Revenue 2011: $170,107Expenses 2011: $178,668Net Income 2011: -$8,5612011Revenue 2012: $117,049Expenses 2012: $107,978Net Income 2012: $9,0712012Revenue 2013: $147,228Expenses 2013: $111,831Net Income 2013: $35,3972013Revenue 2014: $99,397Expenses 2014: $96,347Net Income 2014: $3,0502014Revenue 2015: $65,915Expenses 2015: $97,690Net Income 2015: -$31,7752015Revenue 2016: $117,511Expenses 2016: $101,265Net Income 2016: $16,2462016Revenue 2017: $82,809Expenses 2017: $66,786Net Income 2017: $16,0232017Revenue 2018: $124,604Expenses 2018: $125,047Net Income 2018: -$4432018Revenue 2019: $149,815Expenses 2019: $147,852Net Income 2019: $1,9632019Revenue 2020: $91,634Expenses 2020: $98,082Net Income 2020: -$6,4482020Revenue 2021: $93,065Expenses 2021: $88,241Net Income 2021: $4,8242021Revenue 2022: $105,521Expenses 2022: $17,902Net Income 2022: $87,6192022Revenue 2023: $127,309Expenses 2023: $119,645Net Income 2023: $7,6642023Revenue 2024: $139,163Expenses 2024: $145,649Net Income 2024: -$6,4862024

Highlighted filing

2024

Revenue$139,163
Expenses$145,649
Net Income-$6,486
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,004
Liabilities
-
Net assets
$259,004
Revenue
$139,163
Expenses
$145,649
Net income
-$6,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.13$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.11$0.02$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.09$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.15$0.15$0.00
2018Summary only. Only limited summary data is available for this year.$1.02$0.01$1.01$0.12$0.13$0.00
2017Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.08$0.07$0.02
2016Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.12$0.10$0.02
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.07$0.10$0.03
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.10$0.10$0.00
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.15$0.11$0.04
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.12$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$0.17$0.18$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 24, 2025
Return Version
2024v5.2
Gross Receipts
$139,163
Mission and Program Overview

Mission

Preserve Interpret Share and promote the Maritime Heritage of the Great Lakes.

Our mission is to preserve, interpret, share, and promote the Maritime Heritage of the Great Lakes. We do this through on the water experiences on historic vessels and in shop activities.

Program Services

DescriptionGrantsExpenses
Working with at risk youth to promote self reliance and confidence on the water and off. Teaching traditional skills to assist in the maintenance of a wooden boat fleet. Youth and adults both are active participants. Sailing and maintaining a reproduction 18th century schooner to be used as a community asset for other nonprofit organizations and for asset limited community members.$10,543$112,584
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather JankensExecutive CoordinatorFT$44,187-$44,187
Ross RichardsonPresident-$0--
Linda PoslerSecretary-$0--
Bob GoddardTreasurer-$0--
Brett DerrTrustee-$0--
Amy SolakDirector-$0--
Filing and Contact Details

Filer

Filer Name
Maritime Heritage Alliance
EIN
38-2528874
Phone
2319462647
Address
13268 S West Bayshore Drive, Traverse City, MI 49684

Signing Officer

Name
Bob Goddard
Title
President
Signed
2025-12-24
Discuss with paid preparer
Yes

Preparer

Firm
JCaldwell Consulting PLLC
Address
149 East Sixteenth Street, Traverse City, MI 49684
Preparer
Jamie Caldwell
Phone
2317140658
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2567”

Other Expenses.1002

“Office Expenses $413”

Other Expenses.1012

“Insurance $7072”

Other Expenses.1

“Program & boat expenses $45515”

Other Expenses.2

“Education and training $3735”

Other Expenses.3

“Service charges $807”

Other Expenses.4

“Computer and IT $517”

Other Expenses.6

“Miscellaneous $221”

Other Assets.1010

“Inventories - Beginning $18639 Inventories - Ending $18594”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1480”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1494 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix179 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Solak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heather Jankens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt020074
IRS990EZ/OtherExpensesTotalAmt060847
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0250
IRS990EZ/ProgramServiceRevenueAmt07215
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010543
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $7072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program & boat expenses $45515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Education and training $3735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Service charges $807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Computer and IT $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $221
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Goddard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Maritime Heritage Alliance
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0382528874
ReturnHeader/Filer/PhoneNum02319462647
ReturnHeader/Filer/USAddress/AddressLine1Txt013268 S West Bayshore Drive
ReturnHeader/Filer/USAddress/CityNm0Traverse City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049684
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933573169
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0149 East Sixteenth Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Traverse City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049684
ReturnHeader/PreparerPersonGrp/PhoneNum02317140658
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Caldwell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-29T07:20:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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