Civic Intelligence

Rockland History Trust

EIN 46-3513422 • 501(c)3 • Rockland, ME

Profile

The purpose of the rockland history trust is to raise funds to support the programs and functions of the rockland historical socieity. The rockland historical society is a maine non-profit corporation, tax-exempt and tax- deductible under the internal revenue code. The rockland historical society collects and preserves data concerning the land, people, events, businesses and enterprises relating to the locale now known as the city of rockland, situated in the county of knox and state of maine for the periods of time both prior to the organization of the city of rockland and during the existence of the city of rockland. The rockland history trust may receive, solicit and invest funds and make grants and distributions to the rockland historical society. The rockland history trust may also make grants or distribution of funds to other non-profit, tax-exempt organizations that hold similar purposes and undertake similar activies relating to the documentation and preservation of the history

PO Box 1331Rockland, ME 04841

n/A

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

6th percentile

-202%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-3.3%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$105,541

Down $3,589 (-3.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$105,541

Down $3,589 (-3.3%) from 2016

Revenue

Up

$5,781

Up $2,331 (+68%) from 2016

Expenses

Down

$17,460

Down $1,803 (-9.4%) from 2016

Net Income

Up

-$11,679

Up $4,134 (+26%) from 2016

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $143,144Net Assets 2013: $143,1442013Assets 2014: $135,323Net Assets 2014: $135,3232014Assets 2015: $121,249Net Assets 2015: $121,2492015Assets 2016: $109,130Net Assets 2016: $109,1302016Assets 2017: $105,541Net Assets 2017: $105,5412017

Highlighted filing

2017

Assets$105,541
Liabilities-
Net Assets$105,541

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $142,618Expenses 2013: $531Net Income 2013: $142,0872013Revenue 2014: $6,533Expenses 2014: $16,338Net Income 2014: -$9,8052014Revenue 2015: $3,950Expenses 2015: $10,446Net Income 2015: -$6,4962015Revenue 2016: $3,450Expenses 2016: $19,263Net Income 2016: -$15,8132016Revenue 2017: $5,781Expenses 2017: $17,460Net Income 2017: -$11,6792017

Highlighted filing

2017

Revenue$5,781
Expenses$17,460
Net Income-$11,679

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$24,831
Mission and Program Overview

Mission

The purpose of the rockland history trust is to raise funds to support the programs and functions of the rockland historical socieity. The rockland historical society is a maine non-profit corporation, tax-exempt and tax- deductible under the internal revenue code. The rockland historical society collects and preserves data concerning the land, people, events, businesses and enterprises relating to the locale now known as the city of rockland, situated in the county of knox and state of maine for the periods of time both prior to the organization of the city of rockland and during the existence of the city of rockland. The rockland history trust may receive, solicit and invest funds and make grants and distributions to the rockland historical society. The rockland history trust may also make grants or distribution of funds to other non-profit, tax-exempt organizations that hold similar purposes and undertake similar activies relating to the documentation and preservation of the history

Program Services

DescriptionGrantsExpenses
SUPPORTING THE PROGRAMS AND FUNCTIONS OF THE ROCKLAND HISTORICAL SOCIETY.-$16,225
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HARDENTreasurer-$0--
HAROLD SIMMONSDirector-$0--
WILLIAM BODINESecretary-$0--
ANDREW CARPENTERChairman-$0--
Filing and Contact Details

Filer

Filer Name
Rockland History Trust
EIN
46-3513422
Address
PO BOX 1331, ROCKLAND, ME 04841

Signing Officer

Name
Brian Harden
Title
Treasurer
Signed
2018-07-31

Preparer

Firm
Masters Fowlie & Engelberg Cpas
Address
14A SCHOOL ST, ROCKLAND, ME 04841
Preparer
Marianne Masters CPA
Phone
2075949501
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rockland historical society 11,050 p.o. Box 1331 rockland me 04841

Form 990-ez, Part I, Line 20

Change in market value of mutual funds 8,090 change in market value of mutual funds 0

Form 990-ez, Part III

The purpose of the rockland history trust is to raise funds to support the programs and functions of the rockland historical socieity. The rockland historical society is a maine non-profit corporation, tax-exempt and tax- deductible under the internal revenue code. The rockland historical society collects and preserves data concerning the land, people, events, businesses and enterprises relating to the locale now known as the city of rockland, situated in the county of knox and state of maine for the periods of time both prior to the organization of the city of rockland and during the existence of the city of rockland. The rockland history trust may receive, solicit and invest funds and make grants and distributions to the rockland historical society. The rockland history trust may also make grants or distribution of funds to other non-profit, tax-exempt organizations that hold similar purposes and undertake similar activies relating to the documentation and preservation of the history of the city of rockland, maine and knox county, maine, generally.

Raw XML Appendix145 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROCKLAND HISTORICAL SOCIETY 11,050 P.O. BOX 1331 ROCKLAND ME 04841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN MARKET VALUE OF MUTUAL FUNDS 8,090 CHANGE IN MARKET VALUE OF MUTUAL FUNDS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE ROCKLAND HISTORY TRUST IS TO RAISE FUNDS TO SUPPORT THE PROGRAMS AND FUNCTIONS OF THE ROCKLAND HISTORICAL SOCIEITY. THE ROCKLAND HISTORICAL SOCIETY IS A MAINE NON-PROFIT CORPORATION, TAX-EXEMPT AND TAX- DEDUCTIBLE UNDER THE INTERNAL REVENUE CODE. THE ROCKLAND HISTORICAL SOCIETY COLLECTS AND PRESERVES DATA CONCERNING THE LAND, PEOPLE, EVENTS, BUSINESSES AND ENTERPRISES RELATING TO THE LOCALE NOW KNOWN AS THE CITY OF ROCKLAND, SITUATED IN THE COUNTY OF KNOX AND STATE OF MAINE FOR THE PERIODS OF TIME BOTH PRIOR TO THE ORGANIZATION OF THE CITY OF ROCKLAND AND DURING THE EXISTENCE OF THE CITY OF ROCKLAND. THE ROCKLAND HISTORY TRUST MAY RECEIVE, SOLICIT AND INVEST FUNDS AND MAKE GRANTS AND DISTRIBUTIONS TO THE ROCKLAND HISTORICAL SOCIETY. THE ROCKLAND HISTORY TRUST MAY ALSO MAKE GRANTS OR DISTRIBUTION OF FUNDS TO OTHER NON-PROFIT, TAX-EXEMPT ORGANIZATIONS THAT HOLD SIMILAR PURPOSES AND UNDERTAKE SIMILAR ACTIVIES RELATING TO THE DOCUMENTATION AND PRESERVATION OF THE HISTORY OF THE CITY OF ROCKLAND, MAINE AND KNOX COUNTY, MAINE, GENERALLY.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
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ReturnHeader/Filer/EIN0463513422
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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