Civic Intelligence

The Onion Foundation

990PF • Fiscal year 2023 • EIN 47-1289795

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

Organization Profile

View Organization Page

2 Great Falls Plaza Box 7Auburn, ME 04210

(207) 221-0272

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

206%

Higher net margin than 99% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

17th percentile

$16,249

Higher top officer pay than 17% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

30th percentile

0.2%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$64,768,101

Up $104,811 (+0.2%) from 2022

Net Assets

Up

$64,751,480

Up $93,385 (+0.1%) from 2022

Liabilities

Up

$16,621

Up $11,426 (+220%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$4,207,671

Up $120,913 (+2.8%) from 2022

Expenses

Up

$4,475,646

Up $621,326 (+16%) from 2022

Net Income

Down

-$8,683,317

Down $500,413 (-6.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$100M$50M$0Assets 2014: $7,941,847Liabilities 2014: $02014Assets 2015: $7,621,969Liabilities 2015: $1Net Assets 2015: $7,621,9692015Assets 2016: $7,242,157Liabilities 2016: $0Net Assets 2016: $7,242,1572016Assets 2017: $6,967,458Liabilities 2017: $0Net Assets 2017: $6,967,4582017Assets 2019: $11,214,898Liabilities 2019: $7882019Assets 2020: $13,942,760Liabilities 2020: $819Net Assets 2020: $13,941,9412020Assets 2021: $81,245,612Liabilities 2021: $6,292Net Assets 2021: $81,239,3202021Assets 2022: $64,663,290Liabilities 2022: $5,195Net Assets 2022: $64,658,0952022Assets 2023: $64,768,101Liabilities 2023: $16,621Net Assets 2023: $64,751,4802023Assets 2024: $63,607,053Liabilities 2024: $4,710Net Assets 2024: $63,602,3432024

Highlighted filing

2023

Assets$64,768,101
Liabilities$16,621
Net Assets$64,751,480
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MRevenue 2014: $8,041,848Expenses 2014: $100,001Net Income 2014: $7,941,8472014Revenue 2015: $287,173Expenses 2015: $402,566Net Income 2015: -$115,3932015Revenue 2016: $186,584Expenses 2016: $566,396Net Income 2016: -$379,8122016Revenue 2017: $248,013Expenses 2017: $522,712Net Income 2017: -$274,6992017Revenue 2019: $8,431,647Expenses 2019: $1,929,142Net Income 2019: $6,502,5052019Revenue 2020: $6,147,695Expenses 2020: $3,744,677Net Income 2020: $2,403,0182020Revenue 2021: $74,610,618Expenses 2021: $3,834,151Net Income 2021: $70,776,4672021Revenue 2022: -$4,328,584Expenses 2022: $3,854,320Net Income 2022: -$8,182,9042022Revenue 2023: -$4,207,671Expenses 2023: $4,475,646Net Income 2023: -$8,683,3172023Revenue 2024: $3,124,480Expenses 2024: $5,554,662Net Income 2024: -$2,430,1822024

Highlighted filing

2023

Revenue-$4,207,671
Expenses$4,475,646
Net Income-$8,683,317
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frederick OnionTrusteePT$0$16,249$16,249
Susan OnionTrusteePT$0$16,249$16,249
Zoe OnionTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Onion Foundation
EIN
47-1289795
Phone
2072210272
Address
2 Great Falls Plaza Box 7, Auburn, ME 04210

Signing Officer

Name
Fritz Onion
Title
President & Trustee
Phone
2072210272
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0From the Partnership, Onion Foundation has obtained copies of the partnership agreement, the Partnership's annual tax return, and the Foundation's associated annual Schedule K-1 to report the Foundation's share of income and losses from this program-related investement. To date, based on the reports and documents received by the Partnership and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds.
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt053074
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0520743
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0520743
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0118989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0124001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-944136
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-944136
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0109061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt073482
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0182543
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0138291
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0138291
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019809
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04353235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0117399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04475646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0329219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-4207671
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01018360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0117399
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01140771
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt021412
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt021412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022924840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4572510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt219370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4572510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt219370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018352330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1From Pass-through Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-4536890
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8683317
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08776702
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064751480
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064658095
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064751480
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03188683
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03188683
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03188683
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03191627
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02944
IRS990PF/DistributableAmountGrp/TotalTaxAmt02944
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032731
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02944
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032731
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02944
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02944
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035675
IRS990PF/FMVAssetsEOYAmt064768101
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02964
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt013388
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt081691
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0554818
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0554818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04238753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04659400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04659400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt049975746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt049082092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt049082092
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018229
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04184663
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04754473
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04754473
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02231
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03233
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0510000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0510000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0510000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt064658095
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt064751480
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0667188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01112930
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01112930
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064663290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064768101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064768101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05195
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt016621
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064663290
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064768101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064658095
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064751480
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05015249
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04076159
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04076159
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt064804600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01099229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt059168324
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0972069
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04537047
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03191627
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt063832531
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt064804600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt036.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt136.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt236.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt336.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0224248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1120630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt298679
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt372612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt035413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt118505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt219633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt338860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Diana L Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Nathaniel May
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Dana T Kidder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Sara Struever
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Program Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Program Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Grants Administrator
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02 Great Falls Plaza Box 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt12 Great Falls Plaza Box 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt22 Great Falls Plaza Box 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt32 Great Falls Plaza Box 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Auburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Auburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Auburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Auburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd004210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd104210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd204210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd304210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Harpswell Capital Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt063755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Advisory

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,768,101
Liabilities
$16,621
Net assets
$64,751,480
Revenue
-$4,207,671
Expenses
$4,475,646
Net income
-$8,683,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$3.12$5.55$2.43
2023Detailed filing. Detailed filing data is available for this year.$64.8$0.02$64.8$4.21$4.48$8.68
2022Detailed filing. Detailed filing data is available for this year.$64.7$0.01$64.7$4.33$3.85$8.18
2021Detailed filing. Detailed filing data is available for this year.$81.2$0.01$81.2$74.6$3.83$70.8
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$6.15$3.74$2.40
2019Summary only. Only limited summary data is available for this year.$11.2$0.00$8.43$1.93$6.50
2017Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.25$0.52$0.27
2016Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.19$0.57$0.38
2015Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.29$0.40$0.12
2014Summary only. Only limited summary data is available for this year.$7.94$0.00$8.04$0.10$7.94