Civic Intelligence

Rockland History Trust

990EZ • Fiscal year 2015 • EIN 46-3513422

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 17, 2016

Organization ProfileN/A
19 Traverse StreetRockland, ME 04841

(207) 594-8151

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

3rd percentile

-164%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$121,249

Down $14,074 (-10%) from 2014

Net Assets

Down

$121,249

Down $14,074 (-10%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$3,950

Down $2,583 (-40%) from 2014

Expenses

Down

$10,446

Down $5,892 (-36%) from 2014

Net Income

Up

-$6,496

Up $3,309 (+34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2015

Assets$121,249
Liabilities-
Net Assets$121,249
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$3,950
Expenses$10,446
Net Income-$6,496
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$15,233
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.-$9,446
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HARDENTreasurer-$0--
HAROLD SIMMONSChairman-$0--
WILLIAM BODINEClerk-$0--
ANDREW CARPENTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rockland History Trust
EIN
46-3513422
Address
19 TRAVERSE STREET, ROCKLAND, ME 04841

Signing Officer

Name
Brian Harden
Title
Treasurer
Signed
2016-08-17

Preparer

Firm
Norton & Masters 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 3,500 19 traverse street rockland me 04841”

Form 990-ez, Part I, Line 16

“EXPENSES 612 TOTAL 612”

Form 990-ez, Part I, Line 20

“Change in market value of mutual funds 0 change in market value of mutual funds -7,578”

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 Appendix138 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/BooksInCareOfDetail/USAddress/CityNm0ROCKLAND
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-7578
IRS990EZ/OtherExpensesTotalAmt0612
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTING THE PROGRAMS AND FUNCTIONS OF THE ROCKLAND HISTORICAL SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09446
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt011000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010446
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IRS990EZ/TotalRevenueAmt03950
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt09445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROCKLAND HISTORICAL SOCIETY 3,500 19 TRAVERSE STREET ROCKLAND ME 04841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 612 TOTAL 612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN MARKET VALUE OF MUTUAL FUNDS 0 CHANGE IN MARKET VALUE OF MUTUAL FUNDS -7,578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN HARDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKLAND HISTORY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0463513422
ReturnHeader/Filer/USAddress/AddressLine1Txt019 TRAVERSE STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004841
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010378706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTON & MASTERS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014A SCHOOL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004841
ReturnHeader/PreparerPersonGrp/PhoneNum02075949501
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE MASTERS CPA
ReturnHeader/ReturnTs02016-08-25T09:36:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,249
Liabilities
-
Net assets
$121,249
Revenue
$3,950
Expenses
$10,446
Net income
-$6,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.06$0.17$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.07$0.16$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.43$0.01$1.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits