Civic Intelligence

Holbrook Community Foundation

EIN 86-1162382 • 501(c)3 • Brunswick, ME

Profile

To provide for protection of the coastal heritage of harpswell, maine and surrounding area; preserve harpswell's community shorefront infrastructure and fishing industry; protect key community assets; support waterfront uses; educate the public.

74 Neptune DriveBrunswick, ME 04011

holbrookcommunityfoundation.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.24x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

23rd percentile

-9.2%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

0.2%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,515,254

Down $44,249 (-2.8%) from 2024

Liabilities

Down

$49,637

Down $25,408 (-34%) from 2024

Net Assets

Down

$1,465,617

Down $18,841 (-1.3%) from 2024

Revenue

Up

$205,436

Up $438 (+0.2%) from 2024

Expenses

Up

$224,277

Up $24,121 (+12%) from 2024

Net Income

Down

-$18,841

Down $23,683 (-489%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,766,638Liabilities 2012: $304,074Net Assets 2012: $1,462,5642012Assets 2013: $1,757,023Liabilities 2013: $300,492Net Assets 2013: $1,456,5312013Assets 2014: $1,750,736Liabilities 2014: $278,195Net Assets 2014: $1,472,5412014Assets 2015: $1,745,381Liabilities 2015: $276,230Net Assets 2015: $1,469,1512015Assets 2016: $1,713,417Liabilities 2016: $264,702Net Assets 2016: $1,448,7152016Assets 2017: $1,718,393Liabilities 2017: $260,832Net Assets 2017: $1,457,5612017Assets 2018: $1,717,867Liabilities 2018: $246,056Net Assets 2018: $1,471,8112018Assets 2019: $1,698,898Liabilities 2019: $245,874Net Assets 2019: $1,453,0242019Assets 2020: $1,722,901Liabilities 2020: $233,871Net Assets 2020: $1,489,0302020Assets 2021: $1,830,902Liabilities 2021: $359,444Net Assets 2021: $1,471,4582021Assets 2022: $1,624,039Liabilities 2022: $135,718Net Assets 2022: $1,488,3212022Assets 2023: $1,579,747Liabilities 2023: $100,131Net Assets 2023: $1,479,6162023Assets 2024: $1,559,503Liabilities 2024: $75,045Net Assets 2024: $1,484,4582024Assets 2025: $1,515,254Liabilities 2025: $49,637Net Assets 2025: $1,465,6172025

Highlighted filing

2025

Assets$1,515,254
Liabilities$49,637
Net Assets$1,465,617

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $102,4962012Expenses 2013: $109,1052013Revenue 2014: $113,124Expenses 2014: $97,114Net Income 2014: $16,0102014Revenue 2015: $226,784Expenses 2015: $230,174Net Income 2015: -$3,3902015Revenue 2016: $109,659Expenses 2016: $130,095Net Income 2016: -$20,4362016Revenue 2017: $149,645Expenses 2017: $140,799Net Income 2017: $8,8462017Revenue 2018: $149,512Expenses 2018: $135,262Net Income 2018: $14,2502018Revenue 2019: $128,018Expenses 2019: $146,805Net Income 2019: -$18,7872019Revenue 2020: $170,485Expenses 2020: $134,479Net Income 2020: $36,0062020Revenue 2021: $126,885Expenses 2021: $144,457Net Income 2021: -$17,5722021Revenue 2022: $178,193Expenses 2022: $161,330Net Income 2022: $16,8632022Revenue 2023: $149,002Expenses 2023: $157,707Net Income 2023: -$8,7052023Revenue 2024: $204,998Expenses 2024: $200,156Net Income 2024: $4,8422024Revenue 2025: $205,436Expenses 2025: $224,277Net Income 2025: -$18,8412025

Highlighted filing

2025

Revenue$205,436
Expenses$224,277
Net Income-$18,841

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.05$1.47$0.21$0.22$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.08$1.48$0.20$0.20$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.10$1.48$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.14$1.49$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.36$1.47$0.13$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.23$1.49$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.25$1.45$0.13$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.25$1.47$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.26$1.46$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.26$1.45$0.11$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.28$1.47$0.23$0.23$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.28$1.47$0.11$0.10$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.30$1.46$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.30$1.46$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.0
Gross Receipts
$205,436
Mission and Program Overview

Mission

To provide for protection of the coastal heritage of harpswell, maine and surrounding area; preserve harpswell's community shorefront infrastructure and fishing industry; protect key community assets; support waterfront uses; educate the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,333,072$1,291,593▼ $41,479
Cash and Non-Interest-Bearing Accounts$184,115$197,887▲ $13,772
Savings and Temporary Cash Investments$24,710$24,710→ $0
Other Notes and Loans Receivable, Net$16,542--
Inventories for Sale or Use$1,064$1,064→ $0
Total Assets$1,559,503$1,515,254▼ $44,249
Liabilities
Escrow Account Liability$24,710$24,710→ $0
Mortgage Notes Payable Secured by Investment Property$43,985$18,077▼ $25,908
Other Liabilities$6,350$6,850▲ $500
Total Liabilities$75,045$49,637▼ $25,408
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,484,458$1,465,617▼ $18,841
Total Net Assets Fund Balance$1,484,458$1,465,617▼ $18,841
Total Liabilities and Net Assets / Fund Balance$1,559,503$1,515,254▼ $44,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$441,066$394,234$835,300
Leasehold Improvements$332,128$251,335$583,463
Land$400,000-$400,000
Other Land Buildings$117,577$148,742$266,319
Equipment$822$84,966$85,788
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deirdre StrachanPresident
Anne FlanneryTrustee/dire
Bernice KenneyTrustee/dire
Charles BenekeTrustee/dire
Christy PulsiferTrustee/dire
Greg BarmoreTrustee/dire
Joan MelroyTrustee/dire
Lori WilliamsTrustee/dire
Mary Susan LeahyTrustee/dire
Mike WilliamsTrustee/dire
Nancy WestTrustee/dire
Peter MelroyTrustee/dire
Sarah BenekeTrustee/dire
Harriette GriffinCo-secretary
Paige MangumCo-secretary
Peter GriffinTreasurer
Mackin PulsiferVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$123,551
Program Service Revenue
$81,768
Investment Income
$117
Other Revenue
$0
All Other Contributions
$123,551
Change in Net Assets
$-18,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$54,498--$54,498
Occupancy$30,222--$30,222
Other Expenses$7,622--$7,622
All Other Expenses$1,975--$1,975
Interest$1,692--$1,692
Total Functional Expenses$224,277$0$0$224,277
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$6,850
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 2

Peter griffin harriette griffin husband/wife mackin pulsifer christy pulsifer husband/wife peter melroy joan melroy husband/wife

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

No review was or will be conducted

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

The organization has an open door policy whereby any conflicts or possible conflicts of interest are brought immediately and directly to the board of directors for discussion at the next regularly scheduled meeting.

Form 990, Page 6, Part VI, Line 19

The governing documents, policies, procedures and compiled financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Holbrook Community Foundation
EIN
86-1162382
Phone
2077254505
Address
74 NEPTUNE DRIVE, BRUNSWICK, ME 04011

Signing Officer

Name
Peter Griffin
Title
Treasurer
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Griffin
Formed
2005
Legal Domicile
Me
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Mangum & Associates LLC
Address
74 NEPTUNE DRIVE, BRUNSWICK, ME 04011
Preparer
Thomas C Mangum
Phone
2077254505
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide for protection of the coastal heritage of harpswell, maine and surrounding area; preserve harpswell's community shorefront infrastructure and fishing industry; protect key community assets; support waterfront uses; educate the public.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

Hcf is acting as fiscal agent for the organization described in part iii 4b & 4c. Hcf holds the funds in a separate account for the organiation and carries that amount as a liability on the balance sheet (part x, line 21).

Schedule D, Page 2, Part IV, Line 2B

Hcf is acting as fiscal agent for the organization described in part iii 4b & 4c. Hcf holds the funds in a separate account for the organiation and carries that amount as a liability on the balance sheet (part x, line 21). Hcf does not include the income or expenses for this organization in its tax return amounts. Therefore, the reported results for hcf, the fiscal sponsor, are not distorted.

Raw XML Appendix394 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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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt018077
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IRS990/NetAssetsOrFundBalancesEOYAmt01465617
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt030222
IRS990/OccupancyGrp/TotalAmt030222
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0REPAIRS
IRS990/OtherExpensesGrp/Desc1WATER PURCHASES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING
IRS990/OtherExpensesGrp/Desc3FUNDRAISING/MARKETING
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IRS990/OtherExpensesGrp/ProgramServicesAmt117500
IRS990/OtherExpensesGrp/ProgramServicesAmt212500
IRS990/OtherExpensesGrp/ProgramServicesAmt37622
IRS990/OtherExpensesGrp/TotalAmt098268
IRS990/OtherExpensesGrp/TotalAmt117500
IRS990/OtherExpensesGrp/TotalAmt212500
IRS990/OtherExpensesGrp/TotalAmt37622
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PETER GRIFFIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0COMMERCIAL PROPERTY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt081768
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt081768
IRS990/ProgSrvcAccomActy2Grp/Desc0TO HELP RESTORE PUBLIC ACCESS TO CEDAR BEACH, HARPSWELL, ME 04003.
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IRS990/PYTotalRevenueAmt0204998
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080830
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047680
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047680
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0484970
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IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0441066
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0394234
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0835300
IRS990ScheduleD/EquipmentGrp/BookValueAmt0822
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084966
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt085788
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0332128
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0251335
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0583463
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0117577
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0148742
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0266319
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HCF IS ACTING AS FISCAL AGENT FOR THE ORGANIZATION DESCRIBED IN PART III 4B & 4C. HCF HOLDS THE FUNDS IN A SEPARATE ACCOUNT FOR THE ORGANIATION AND CARRIES THAT AMOUNT AS A LIABILITY ON THE BALANCE SHEET (PART X, LINE 21).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1HCF IS ACTING AS FISCAL AGENT FOR THE ORGANIZATION DESCRIBED IN PART III 4B & 4C. HCF HOLDS THE FUNDS IN A SEPARATE ACCOUNT FOR THE ORGANIATION AND CARRIES THAT AMOUNT AS A LIABILITY ON THE BALANCE SHEET (PART X, LINE 21). HCF DOES NOT INCLUDE THE INCOME OR EXPENSES FOR THIS ORGANIZATION IN ITS TAX RETURN AMOUNTS. THEREFORE, THE REPORTED RESULTS FOR HCF, THE FISCAL SPONSOR, ARE NOT DISTORTED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 1B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleD/TotalLiabilityAmt06850
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FOR PROTECTION OF THE COASTAL HERITAGE OF HARPSWELL, MAINE AND SURROUNDING AREA; PRESERVE HARPSWELL'S COMMUNITY SHOREFRONT INFRASTRUCTURE AND FISHING INDUSTRY; PROTECT KEY COMMUNITY ASSETS; SUPPORT WATERFRONT USES; EDUCATE THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PETER GRIFFIN HARRIETTE GRIFFIN HUSBAND/WIFE MACKIN PULSIFER CHRISTY PULSIFER HUSBAND/WIFE PETER MELROY JOAN MELROY HUSBAND/WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS AN OPEN DOOR POLICY WHEREBY ANY CONFLICTS OR POSSIBLE CONFLICTS OF INTEREST ARE BROUGHT IMMEDIATELY AND DIRECTLY TO THE BOARD OF DIRECTORS FOR DISCUSSION AT THE NEXT REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, POLICIES, PROCEDURES AND COMPILED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0224277
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt081768
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205436
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0HOLBROOKCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER GRIFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLBROOK COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLB
ReturnHeader/Filer/EIN0861162382
ReturnHeader/Filer/PhoneNum02077254505
ReturnHeader/Filer/USAddress/AddressLine1Txt074 NEPTUNE DRIVE
ReturnHeader/Filer/USAddress/CityNm0BRUNSWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562537763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANGUM & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074 NEPTUNE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRUNSWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004011
ReturnHeader/PreparerPersonGrp/PhoneNum02077254505
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C MANGUM
ReturnHeader/ReturnTs02026-01-30T11:15:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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