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Blue Hill Heritage Trust INC

Tax-deductible

Blue Hill, ME501(c)(3)Environment EIN 22-2655830Revenue $2.1M in FY2024

On file with the IRSbluehillheritagetrust.orgPo Box 222, 04614-0222 · Blue Hill, METax-exempt since Feb 1986Publicly supported charity — 170(b)(1)(A)(vi)

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To lead in conserving land, water, and wildlife habitat on the greater Blue Hill peninsula; to teach and practice a stewardship ethic; and, to promote ecological, economic, and community health for this and future generations.

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
Run by 100 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
5 of 5
filings with a surplus
Average surplus $1.0M a year · 51% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$223K
to officers and key staff · 17% of spending
Top officer’s pay lower than 53% of similar orgs
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Plus $4.7M in investments, Pt X · Ln 11–13
Looks good: 7.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $25K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$37K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
-21% vs prior year
Spent
$1.3M
To programs
63%
Net assets
$18.1M
By yearFY2020–FY2024
Revenue
$2.1M
FY2024▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.4M
FY2021$1.8M
FY2022$1.1M
FY2023$2.7M
FY2024$2.1M
Expenses
$1.3M
FY2024▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$635K
FY2021$764K
FY2022$1.1M
FY2023$1.2M
FY2024$1.3M
Net assets
$18.1M
FY2024▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$14.7M
FY2021$16.3M
FY2022$15.6M
FY2023$17.5M
FY2024$18.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1986.

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

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $846K Management & general 26% · $349K Fundraising 10% · $137K

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

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Who runs it and what they're paid

14 people listed on the 990; $223K paid to officers and key staff.

Part VII, Section A · reportable compensation
Hans Carlson
Former Ed
$124,187Pt VII · Sec A
George Fields
Executive Di
$99,077Pt VII · Sec A
Peter Clapp
Director
$0Pt VII · Sec A
Randy Curtis
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Brooke Parish
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A

Hans Carlson’s $124K as Former Ed is at the 47th percentile of top reported officer pay among 1851 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Hans Carlson$124,187$104,618$97,776$91,300$88,468
George Fields$99,077————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Conserves land, water, and wildlife habitat while teaching stewardship for ecological and community health.

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Provided by the organization

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1 program · $846K · in their own filed words · FY2024
01

The organization worked to 1) protect valuable conservation land for the benefit of the human and natural communities of the region 2) monitored its 75 easement properties (3,845 acres) and maintained relationships with current owners 3) managed the 8,655 acres of conservation land owned by the trust, for the preservation of conservation…

$846Kprogram expense

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 · FY2025
Southern Maine Conservation CollaborativeFY2025$15K
Prior Family FoundationFY2025$10K
Total grants receivedfrom 2 funders$25K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$1.2M
Investment incomeLn 3$842K
Other incomeLn 4–11$50K
Money outPt IX
$1.3M
Ln 25
Programscol B$846K
Managementcol C$349K
Fundraisingcol D$137K
Owns and owesPt X
$18.1M
net assets · Ln 32
Cash and savingsLn 1–2$863K
Total assetsLn 16$18.1M
LiabilitiesLn 26$37K
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$25K
Noncash giftsLn 1g$83K
Investment incomeLn 3$842K
Other incomeLn 4–11$50K
Gains on assetsLn 7$672K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$130K
SavingsLn 2$733K
Cash and savings togetherLn 1–2$863K
InvestmentsLn 11–13$4.7M
Land, buildings, equipmentLn 10c$11.8M
Other assetsLn 15$335K
Total assetsLn 16$18.1M
LiabilitiesLn 26$37K
Net assetsLn 32$18.1M
OperationsPt I, VI
EmployeesI 58
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$762K$863K
InvestmentsLn 11–13$4.9M$4.7M
Land, buildings, equipmentLn 10c$11.2M$11.8M
Total assetsLn 16$17.6M$18.1M
LiabilitiesLn 26$60K$37K
Net assetsLn 32$17.5M$18.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$228K$74K$120K$34K
Other salaries and wagesLn 7$433K$395K$39K
Pension plan contributionsLn 8$6K$5K$428
Other employee benefitsLn 9$2K$2K$432$264
Payroll taxesLn 10$52K$37K$9K$6K
Legal feesLn 11b$13K$10K$3K
Accounting feesLn 11c$16K$16K
Investment management feesLn 11f$21K$21K
Other fees for servicesLn 11g$222K$174K$10K$39K
Office expensesLn 13$29K$3K$21K$6K
OccupancyLn 16$43K$38K$3K$2K
TravelLn 17$4K$3K$796$540
Depreciation, depletion and amortizationLn 22$37K$32K$4K$644
InsuranceLn 23$19K$13K$6K$410
Other expenses (24a–d)Ln 24$157K$47K$110K$304
All other expensesLn 24e$48K$14K$24K$10K
Total functional expensesLn 25$1.3M$846K$349K$137K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.1M$1.3M$759K$18.1M 990 PDF
FY2023 $2.7M$1.2M$1.5M$17.5M 990 PDF
FY2022 $1.1M$1.1M$31K$15.6M 990 PDF
FY2021 $1.8M$764K$1.1M$16.3M 990 PDF
FY2020 $2.4M$635K$1.8M$14.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,091,001 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,419,864$1,198,351
I-9 Program service revenue$0
I-10 Investment incomePrior year $179,279$842,285
I-11 Other revenuePrior year $50,926$50,365
I-12 Total revenuePrior year $2,650,069$2,091,001
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $612,884$721,776
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $571,587$610,597
I-18 Total expensesPrior year $1,184,471$1,332,373
I-19 Revenue less expensesPrior year $1,465,598$758,628
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,091,001 across 9 lines filed
Lines not itemized here account for −$6,413 of total revenue; see the IRS return.
VIII-1e Government grants$25,156
VIII-1f All other contributions, gifts and grants$1,173,195
VIII-1g Noncash contributions (included above)$83,242
VIII-1h Total contributions, gifts and grants$1,198,351
VIII-3 Investment incomeExcluded from tax $170,299$170,299
VIII-6 Net rental income or lossUnrelated business $26,225 · Excluded from tax $17,715$43,940
VIII-7 Net gain or loss on sales of assetsRelated to mission −$4,500 · Excluded from tax $676,486$671,986
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $12,838$12,838
VIII-12 Total revenueRelated to mission −$10,913 · Unrelated business $26,225 · Excluded from tax $877,338$2,091,001
Part IX · Statement of functional expenses $1,332,373 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $73,786 · Management $120,119 · Fundraising $34,219$228,124
IX-7 Other salaries and wagesPrograms $394,514 · Fundraising $38,652$433,166
IX-8 Pension plan contributionsPrograms $5,241 · Fundraising $428$5,669
IX-9 Other employee benefitsPrograms $1,704 · Management $432 · Fundraising $264$2,400
IX-10 Payroll taxesPrograms $37,216 · Management $9,440 · Fundraising $5,761$52,417
IX-11b Legal feesPrograms $10,364 · Management $3,115$13,479
IX-11c Accounting feesManagement $16,354$16,354
IX-11f Investment management feesManagement $21,240$21,240
IX-11g Other fees for servicesPrograms $173,681 · Management $10,015 · Fundraising $38,800$222,496
IX-13 Office expensesPrograms $2,587 · Management $20,690 · Fundraising $5,625$28,902
IX-16 OccupancyPrograms $38,324 · Management $2,686 · Fundraising $1,639$42,649
IX-17 TravelPrograms $3,094 · Management $796 · Fundraising $540$4,430
IX-22 Depreciation, depletion and amortizationPrograms $31,720 · Management $4,202 · Fundraising $644$36,566
IX-23 InsurancePrograms $12,755 · Management $6,095 · Fundraising $410$19,260
IX-24 Other expenses (24a–d)Programs $46,948 · Management $109,743 · Fundraising $304$156,995
IX-24e All other expensesPrograms $14,102 · Management $24,019 · Fundraising $10,105$48,226
IX-25 Total functional expensesPrograms $846,036 · Management $348,946 · Fundraising $137,391$1,332,373
Part X · Balance sheet $18,118,623 assets, 14 lines filed
Asset lines not itemized here account for $600; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $110,747$130,484
X-2 Savings and temporary cash investmentsStart of year $651,066$732,692
X-3 Pledges and grants receivableStart of year $394,419$411,080
X-9 Prepaid expenses and deferred chargesStart of year $3,925$9,800
X-10c Land, buildings and equipment, netStart of year $11,246,351$11,755,001
X-11 Publicly traded securitiesStart of year $4,851,495$4,743,966
X-15 Other assetsStart of year $335,000$335,000
X-16 Total assetsStart of year $17,598,403$18,118,623
X-17 Accounts payable and accrued expensesStart of year $40,802$28,839
X-26 Total liabilitiesStart of year $60,254$37,377
X-27 Net assets without donor restrictionsStart of year $9,508,282$9,808,656
X-28 Net assets with donor restrictionsStart of year $8,029,867$8,272,590
X-32 Total net assets or fund balancesStart of year $17,538,149$18,081,246
X-33 Total liabilities and net assetsStart of year $17,598,403$18,118,623
Part XI · Reconciliation of net assets $18,081,246 net assets at year end
XI-1 Total revenue$2,091,001
XI-2 Total expenses$1,332,373
XI-3 Revenue less expenses$758,628
XI-4 Net assets at start of year$17,538,149
XI-5 Net unrealized gains (losses) on investments−$222,031
XI-8 Prior period adjustments$6,500
XI-10 Net assets at end of year$18,081,246

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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