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Oceanside Conservation Trust FY2021 filing

Tax-deductible

Portland, ME501(c)(3)EIN 01-0376587

The organization works to conserve wild or underdeveloped open space, scenic areas, and historic landmarks in the casco bay region.

501(c)(3) charity; gifts are tax-deductible.
40¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $206K a year · 85% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
40%
of spending
Concern: 40% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
129 mo
of spending, in cash
Looks good: 129.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $300
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$82K
-75% vs prior year
Spent
$41K
To programs
40%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$82K
FY2021▼ -75%
Revenue by fiscal year
FY2020$333K
FY2021$82K
FY2022$720K
FY2023$35K
FY2024$43K
Expenses
$41K
FY2021▲ +19%
Expenses by fiscal year
FY2020$34K
FY2021$41K
FY2022$48K
FY2023$37K
FY2024$24K
Net assets
$1.7M
FY2021▲ +4%
Net assets by fiscal year
FY2020$1.7M
FY2021$1.7M
FY2022$2.3M
FY2023$2.4M
FY2024$2.4M

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

40 cents of each dollar spent went to programs.

Program services 40% · $17K Management & general 60% · $25K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
John Spencer
President
$0Pt VII · Sec A
Roger Berle
Board Member
$0Pt VII · Sec A
Ton Bergh
Board Member
$0Pt VII · Sec A
Dave Hirth
Board Member
$0Pt VII · Sec A
Liz Johnson
Board Member
$0Pt VII · Sec A
Michasel Johnson
Board Member
$0Pt VII · Sec A
Jane Laughlin
Board Member
$0Pt VII · Sec A
John Lortie
Board Member
$0Pt VII · Sec A
See Oceanside Conservation Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Protects wild open space, scenic areas, and historic landmarks in Casco Bay.

Provided by the organization

This section is blank until Oceanside Conservation Trust claims this page.

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1 program service, described in the organization's own filed words · FY2021.
01

Land stewardship and maintenance. Each year the organization walks its various properties and maintains the land as needed. Such maintenance includes trash removal, invasive species removal, and general trail maintenance.

Pt IX · col B

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Roger K Berle Charitable Trust C/O Ropes Wealth AdvisorsFY2024$250
The Murray Charitable TrustFY2024$50
Total grants receivedfrom 2 funders$300

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$82K
Ln 12
Gifts and grantsLn 1h$72K
Investment incomeLn 3$9K
Money outPt IX
$41K
Ln 25
Programscol B$17K
Managementcol C$25K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$443K
Total assetsLn 16$1.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$72K
Investment incomeLn 3$9K
Total revenueLn 12$82K
Assets in detailPt X, end of year
CashLn 1$54K
SavingsLn 2$390K
Cash and savings togetherLn 1–2$443K
Land, buildings, equipmentLn 10c$1.3M
Total assetsLn 16$1.7M
LiabilitiesLn 26$0
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$372K$443K
Land, buildings, equipmentLn 10c$1.3M$1.3M
Total assetsLn 16$1.7M$1.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.7M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$5K$5K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$5K$5K
Office expensesLn 13$1K$1K
InsuranceLn 23$842$842
Other expenses (24a–d)Ln 24$21K$12K$10K
All other expensesLn 24e$3K$500$3K
Total functional expensesLn 25$41K$17K$25K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $43K$24K$19K$2.4M 990 PDF
FY2023 $35K$37K−$2K$2.4M 990 PDF
FY2022 $720K$48K$671K$2.3M 990 PDF
FY2021 Viewing $82K$41K$41K$1.7M 990 PDF
FY2020 $333K$34K$299K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $81,799 across 4 lines filed
VIII-1f All other contributions, gifts and grants$72,321
VIII-1h Total contributions, gifts and grants$72,321
VIII-3 Investment incomeRelated to mission $9,478$9,478
VIII-12 Total revenueRelated to mission $9,478 · Unrelated business $0 · Excluded from tax $0$81,799
Part IX · Statement of functional expenses $41,152 across 7 lines filed
IX-2 Grants to domestic individualsPrograms $4,504$4,504
IX-11b Legal feesManagement $4,984$4,984
IX-11c Accounting feesManagement $5,000$5,000
IX-13 Office expensesManagement $1,396$1,396
IX-23 InsuranceManagement $842$842
IX-24 Other expenses (24a–d)Programs $11,527 · Management $9,744$21,271
IX-24e All other expensesPrograms $500 · Management $2,655$3,155
IX-25 Total functional expensesPrograms $16,531 · Management $24,621 · Fundraising $0$41,152
Part X · Balance sheet $1,739,940 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $22,445$53,612
X-2 Savings and temporary cash investmentsStart of year $349,957$389,854
X-10c Land, buildings and equipment, netStart of year $1,296,473$1,296,474
X-16 Total assetsStart of year $1,668,875$1,739,940
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,655,405$1,673,620
X-28 Net assets with donor restrictionsStart of year $13,470$66,320
X-32 Total net assets or fund balancesStart of year $1,668,875$1,739,940
X-33 Total liabilities and net assetsStart of year $1,668,875$1,739,940
Part XI · Reconciliation of net assets $1,739,940 net assets at year end
XI-1 Total revenue$81,799
XI-2 Total expenses$41,152
XI-3 Revenue less expenses$40,647
XI-4 Net assets at start of year$1,668,875
XI-5 Net unrealized gains (losses) on investments$30,418
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,739,940

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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