Civic Intelligence

Mount Desert Island Historical Soci

EIN 51-0137906 • 501(c)3 • Mount Desert, ME

Profile

The mission of the mount desert island historical society is to foster meaningful engagement with the histories of mount desert island

PO Box 653Mount Desert, ME 04660

www.mdihistory.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

66%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$882,121

Up $71,783 (+8.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$882,121

Up $71,783 (+8.9%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin62nd percentile

Revenue

Up

$561,989

Up $223,105 (+66%) from 2024

Expenses

Up

$498,708

Up $148,924 (+43%) from 2024

Net Income

Up

$63,281

Up $74,181 (+681%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.0M$500K$0Assets 2011: $565,825Liabilities 2011: $0Net Assets 2011: $565,8252011Assets 2012: $577,842Liabilities 2012: $0Net Assets 2012: $577,8422012Assets 2013: $630,572Liabilities 2013: $0Net Assets 2013: $630,5722013Assets 2014: $733,022Liabilities 2014: $0Net Assets 2014: $733,0222014Assets 2015: $741,836Liabilities 2015: $0Net Assets 2015: $741,8362015Assets 2016: $765,997Liabilities 2016: $0Net Assets 2016: $765,9972016Assets 2017: $822,152Liabilities 2017: $0Net Assets 2017: $822,1522017Assets 2018: $733,240Liabilities 2018: $0Net Assets 2018: $733,2402018Assets 2019: $807,695Liabilities 2019: $0Net Assets 2019: $807,6952019Assets 2020: $838,971Liabilities 2020: $0Net Assets 2020: $838,9712020Assets 2021: $932,182Liabilities 2021: $0Net Assets 2021: $932,1822021Assets 2022: $802,252Liabilities 2022: $0Net Assets 2022: $802,2522022Assets 2023: $776,955Liabilities 2023: $0Net Assets 2023: $776,9552023Assets 2024: $810,338Liabilities 2024: $0Net Assets 2024: $810,3382024Assets 2025: $882,121Liabilities 2025: $0Net Assets 2025: $882,1212025

Highlighted filing

2025

Assets$882,121
Liabilities$0
Net Assets$882,121
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $112,3272011Expenses 2012: $130,9042012Revenue 2013: $161,235Expenses 2013: $156,506Net Income 2013: $4,7292013Revenue 2014: $257,625Expenses 2014: $169,963Net Income 2014: $87,6622014Revenue 2015: $227,714Expenses 2015: $214,242Net Income 2015: $13,4722015Revenue 2016: $241,985Expenses 2016: $238,250Net Income 2016: $3,7352016Revenue 2017: $618,021Expenses 2017: $609,993Net Income 2017: $8,0282017Revenue 2018: $257,549Expenses 2018: $336,294Net Income 2018: -$78,7452018Revenue 2019: $283,874Expenses 2019: $236,714Net Income 2019: $47,1602019Revenue 2020: $343,217Expenses 2020: $357,090Net Income 2020: -$13,8732020Revenue 2021: $297,327Expenses 2021: $291,127Net Income 2021: $6,2002021Revenue 2022: $130,217Expenses 2022: $181,517Net Income 2022: -$51,3002022Revenue 2023: $278,809Expenses 2023: $337,571Net Income 2023: -$58,7622023Revenue 2024: $338,884Expenses 2024: $349,784Net Income 2024: -$10,9002024Revenue 2025: $561,989Expenses 2025: $498,708Net Income 2025: $63,2812025

Highlighted filing

2025

Revenue$561,989
Expenses$498,708
Net Income$63,281
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$882,121
Liabilities
$0
Net assets
$882,121
Revenue
$561,989
Expenses
$498,708
Net income
$63,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$5.62$4.99$0.63
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.00$8.10$3.39$3.50$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.77$0.00$7.77$2.79$3.38$0.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$1.30$1.82$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.00$9.32$2.97$2.91$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.00$8.39$3.43$3.57$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$2.84$2.37$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.00$7.33$2.58$3.36$0.79
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$0.00$8.22$6.18$6.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$2.42$2.38$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$2.28$2.14$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$2.58$1.70$0.88
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$1.61$1.57$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.00$5.78$1.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$0.00$5.66$1.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 21, 2025
Return Version
2024v5.0
Gross Receipts
$563,230
Mission and Program Overview

Mission

The mission of the mount desert island historical society is to foster meaningful engagement with the histories of mount desert island

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$171,039$170,009▼ $1,030
Savings and Temporary Cash Investments$89,110$130,784▲ $41,674
Investments Other Securities$73,689$79,579▲ $5,890
Cash and Non-Interest-Bearing Accounts$1,501$1,502▲ $1
Total Assets$810,338$882,121▲ $71,783
Other Assets Total$474,999$500,247▲ $25,248
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$474,999$446,609▼ $28,390
Net Assets Without Donor Restrictions$335,339$435,512▲ $100,173
Total Net Assets Fund Balance$810,338$882,121▲ $71,783
Total Liabilities and Net Assets / Fund Balance$810,338$882,121▲ $71,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$161,215$223,738$384,953
Equipment$69,632-$69,632
Other Land Buildings$-60,838$89,910$29,072
Other Assets Org$500,247--
Other Securities$79,579--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Robin LawtonPresident
Anna DurandBoard Member
Bob BellBoard Member
Bonny RogersBoard Member
David MacdonaldBoard Member
Dru ColbertBoard Member
Durlin LuntBoard Member
John WilsonBoard Member
Johnny HassBoard Member
Jonathan WinthropBoard Member
Karl KusserowBoard Member
Oka HutchinsBoard Member
Phamilton ClarkBoard Member
Rick WheelerBoard Member
William HornerBoard Member
Benjamin PierceSecretary
Michael PancoeTreasurer
Vassar PierceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$505,224
Program Service Revenue
$5,243
Investment Income
$51,522
Other Revenue
$0
All Other Contributions
$62,441
Change in Net Assets
$63,281

Audited Revenue Reconciliation

Revenue per Audited Statements
$561,989
Total Revenue per Audited Statements
$561,989
Total Revenue per Form 990
$561,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$285,751
Other Expenses$212,957
Total Fundraising Expense$44,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,456$113,478$41,520$265,454
Occupancy$47,606$5,290-$52,896
Office Expenses$25,615$13,492-$39,107
Payroll Taxes$8,445$8,677$3,175$20,297
Depreciation Depletion$11,546--$11,546
Fees for Service Investment Mgmnt Fees-$9,855-$9,855
Insurance$6,915$521-$7,436
Other Expenses$4,874--$4,874
Fees for Services Other-$4,667-$4,667
Travel$1,337--$1,337
Fees for Services Accounting-$1,245-$1,245
All Other Expenses$751--$751
Advertising$378--$378
Total Functional Expenses$296,788$157,225$44,695$498,708

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$498,708
Total Expenses per Audited Statements$498,708
Total Expenses per Form 990$498,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Membership is open to the public”

Form 990, Page 6, Part VI, Line 7A

“Board is elected by members”

Form 990, Page 6, Part VI, Line 11B

“Tax return is reviewed by executive director and board members prior to filing”

Form 990, Page 6, Part VI, Line 12C

“Policy is presented when director joins organization”

Form 990, Page 6, Part VI, Line 18

“The organizations tax return is available for public inspection at its' office in mount desert, maine tax return is posted on guidestar”

Form 990, Page 6, Part VI, Line 19

“The organizations governing documents, conflict of interest policy and financial statements are avaiable upon request for public inspection at the main office located in mount desert, maine”

Filing and Contact Details

Filer

Filer Name
Mount Desert Island Historical
EIN
51-0137906
Phone
2072769323
Address
PO BOX 653, MOUNT DESERT, ME 04660

Signing Officer

Name
Raney Bench
Title
Current Director
Phone
2072769323
Signed
2025-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raney Bench
Formed
1931
Legal Domicile
Me
Voting Board Members
18
Independent Board Members
18
Employees
5

Preparer

Firm
Hmv LLC
Address
PO BOX 543, ELLSWORTH, ME 04605
Preparer
Ellen Cleveland
Phone
2076675529
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in value of beneficial interest 19,030”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Direct costs reported net on 990 0 change in benficial interest 0”

Schedule D, Page 4, Part XII, Line 2D

“Direct costs reported net on 990 0”

Raw XML AppendixShowing 400 of 515 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
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IRS990/BooksInCareOfDetail/PhoneNum02072769323
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