Civic Intelligence

Healthy Peninsula

990 • Fiscal year 2023 • EIN 81-2799943

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 03, 2025

PO Box 945Blue Hill, ME 04614

(207) 374-3257

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$463,000

Up $42,993 (+10%) from 2022

Net Assets

Up

$462,653

Up $44,090 (+11%) from 2022

Liabilities

Down

$347

Down $1,097 (-76%) from 2022

Revenue

Up

$315,769

Up $53,269 (+20%) from 2022

Expenses

Up

$271,391

Up $46,245 (+21%) from 2022

Net Income

Up

$44,378

Up $7,024 (+19%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $174,895Liabilities 2016: $02016Assets 2017: $150,300Liabilities 2017: $3,6742017Assets 2018: $204,328Liabilities 2018: $377Net Assets 2018: $203,9512018Assets 2019: $265,774Liabilities 2019: $367Net Assets 2019: $265,4072019Assets 2020: $337,754Liabilities 2020: $3,937Net Assets 2020: $333,8172020Assets 2021: $393,485Liabilities 2021: $10,690Net Assets 2021: $382,7952021Assets 2022: $420,007Liabilities 2022: $1,444Net Assets 2022: $418,5632022Assets 2023: $463,000Liabilities 2023: $347Net Assets 2023: $462,6532023Assets 2024: $528,987Liabilities 2024: $119Net Assets 2024: $528,8682024Assets 2025: $522,768Liabilities 2025: $0Net Assets 2025: $522,7682025

Highlighted filing

2023

Assets$463,000
Liabilities$347
Net Assets$462,653

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $177,384Expenses 2016: $2,489Net Income 2016: $174,8952016Revenue 2017: $109,470Expenses 2017: $137,739Net Income 2017: -$28,2692017Revenue 2018: $252,570Expenses 2018: $195,245Net Income 2018: $57,3252018Revenue 2019: $284,714Expenses 2019: $223,258Net Income 2019: $61,4562019Revenue 2020: $292,795Expenses 2020: $224,474Net Income 2020: $68,3212020Revenue 2021: $282,459Expenses 2021: $233,481Net Income 2021: $48,9782021Revenue 2022: $262,500Expenses 2022: $225,146Net Income 2022: $37,3542022Revenue 2023: $315,769Expenses 2023: $271,391Net Income 2023: $44,3782023Revenue 2024: $379,666Expenses 2024: $315,554Net Income 2024: $64,1122024Revenue 2025: $347,526Expenses 2025: $353,996Net Income 2025: -$6,4702025

Highlighted filing

2023

Revenue$315,769
Expenses$271,391
Net Income$44,378
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 3, 2025
Return Version
2022v5.0
Gross Receipts
$315,769
Mission and Program Overview

Mission

Healthy peninsula mobilizes, supports and collaborates with community partners to improve the health of the towns of the blue hill peninsula, deer isle and stonington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$98,550$254,625▲ $156,075
Cash and Non-Interest-Bearing Accounts$317,457$207,933▼ $109,524
Pledges and Grants Receivable$2,500--
Land, Buildings, and Equipment, Net$1,500$442▼ $1,058
Total Assets$420,007$463,000▲ $42,993
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,444$347▼ $1,097
Total Liabilities$1,444$347▼ $1,097
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$305,147$335,054▲ $29,907
Net Assets With Donor Restrictions$113,416$127,599▲ $14,183
Total Net Assets Fund Balance$418,563$462,653▲ $44,090
Total Liabilities and Net Assets / Fund Balance$420,007$463,000▲ $42,993

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$442$4,852$5,294
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$302,003
Program Service Revenue
$0
Investment Income
$6,566
Other Revenue
$7,200
All Other Contributions
$302,003
Change in Net Assets
$44,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$192,473
Other Expenses$78,918
Total Fundraising Expense$6,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$141,582$30,031$5,500$177,113
Occupancy$14,854$3,148$577$18,579
Payroll Taxes$12,307$2,580$473$15,360
Office Expenses$4,537$8,336$240$13,113
Fees for Services Other-$7,886-$7,886
Fees for Services Accounting-$6,631-$6,631
Insurance-$3,065-$3,065
Other Expenses$1,276$570-$1,846
All Other Expenses$544$1,248-$1,792
Depreciation Depletion$1,058--$1,058
Conferences and Meetings$475$546-$1,021
Travel$718--$718
Advertising-$202-$202
Fees for Services Legal-$55-$55
Total Functional Expenses$199,808$64,793$6,790$271,391
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
Backup withholding compliance
No
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 11B

The executive director and treasurer review the form 990 prior to filing.

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

Conflict of interest policy adopted by the board of directors. At the beginning of each meeting of the board of directors, the president gives all members the opportunity to declare a conflict of interest with any agenda items. All new board members sign a conflict of interest statement and all board members sign a conflict of interest annual affirmation.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Healthy Peninsula
EIN
81-2799943
Phone
2073743257
Address
PO BOX 945, BLUE HILL, ME 04614

Signing Officer

Name
Elizabeth Sylvia
Title
Chair
Phone
2073743257
Signed
2025-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Sylvia
Formed
2016
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
90

Preparer

Firm
Cheryl L Boulet CPA
Address
PO BOX 775, BLUE HILL, ME 04614-5929
Preparer
Cheryl L Boulet CPA
Phone
2073742400
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Functional allocation of salaries and wages, payroll taxes, and occupancy expenses were inadvertently misstated in part ix, statement of functional expenses. Amended return properly reports the functional allocations.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNCTIONAL ALLOCATION OF SALARIES AND WAGES, PAYROLL TAXES, AND OCCUPANCY EXPENSES WERE INADVERTENTLY MISSTATED IN PART IX, STATEMENT OF FUNCTIONAL EXPENSES. AMENDED RETURN PROPERLY REPORTS THE FUNCTIONAL ALLOCATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD OF DIRECTORS. AT THE BEGINNING OF EACH MEETING OF THE BOARD OF DIRECTORS, THE PRESIDENT GIVES ALL MEMBERS THE OPPORTUNITY TO DECLARE A CONFLICT OF INTEREST WITH ANY AGENDA ITEMS. ALL NEW BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AND ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST ANNUAL AFFIRMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315769
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IRS990/WebsiteAddressTxt0WWW.HEALTHYPENINSULA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH SYLVIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02073743257
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHY PENINSULA
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0812799943
ReturnHeader/Filer/PhoneNum02073743257
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ReturnHeader/Filer/USAddress/CityNm0BLUE HILL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473458131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERYL L BOULET CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 775
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0046145929
ReturnHeader/PreparerPersonGrp/PhoneNum02073742400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL L BOULET CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-06T08:59:13-05:00

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