Civic Intelligence

Rockland History Trust

990EZ • Fiscal year 2016 • EIN 46-3513422

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 20, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

2nd percentile

-458%

Higher net margin than 2% of similar nonprofits.

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

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.

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

Asset Growth

29th percentile

-10.0%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$109,130

Down $12,119 (-10.0%) from 2015

Net Assets

Down

$109,130

Down $12,119 (-10.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$3,450

Down $500 (-13%) from 2015

Expenses

Up

$19,263

Up $8,817 (+84%) from 2015

Net Income

Down

-$15,813

Down $9,317 (-143%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$109,130
Liabilities-
Net Assets$109,130

Operations Trend

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

2016

Revenue$3,450
Expenses$19,263
Net Income-$15,813
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$16,247
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.-$18,128
Compensation and Service Providers

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
2017-10-20

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 4,500 19 traverse street rockland me 04841

Form 990-ez, Part I, Line 20

Change in market value of mutual funds 3,694 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 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN HARDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02075948151
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019 TRAVERSE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004841
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121249
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109130
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt012797
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15813
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012513
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121249
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109130
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-297
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04500
IRS990EZ/GrossReceiptsAmt016247
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03747
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121249
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109130
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121249
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109130
IRS990EZ/OccupancyRentUtltsAndMaintAmt02250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN HARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HAROLD SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM BODINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramServiceExpensesAmt018128
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt012500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019263
IRS990EZ/TotalProgramServiceExpensesAmt018128
IRS990EZ/TotalRevenueAmt03450
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
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010353697
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018128
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROCKLAND HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ROCKLAND HISTORICAL SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt018128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROCKLAND HISTORICAL SOCIETY 4,500 19 TRAVERSE STREET ROCKLAND ME 04841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN MARKET VALUE OF MUTUAL FUNDS 3,694 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN HARDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9EA127B1123C2B9B9F7603DADE3E0DDF46E87D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048FFB77D4616A23198CCEF00C1607D9269D3B27A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010378706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASTERS FOWLIE & ENGELBERG CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014A SCHOOL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004841
ReturnHeader/PreparerPersonGrp/PhoneNum02075949501
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE MASTERS CPA
ReturnHeader/ReturnTs02017-11-15T07:59:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings