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Nonprofiteer
← BLUE HILL HERITAGE TRUST INC

Form 990 for tax year 2024

Filed by BLUE HILL HERITAGE TRUST INC.

Totals

Total revenue
$2,091,001
Total expenses
$1,332,373
Contributions and grants received
$1,198,351
Grants paid
$0
Program service revenue
$0
Investment income
$842,285
Other revenue
$50,365
Total assets, end of year
$18,118,623
Total liabilities, end of year
$37,377
Net assets or fund balances, end of year
$18,081,246
Program services expenses (Part IX)
$846,036
Management and general expenses
$348,946
Fundraising expenses
$137,391
Program service expenses (Part III)
$846,036

Program services were 63.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $25,156

  • 1f · All other contributions, gifts and grants

    $1,173,195

  • 1g · Noncash contributions included above

    $83,242

  • 3 · Investment income

    total $170,299 · excluded $170,299

  • 6a · Gross rents

    real property $43,940

  • 6c · Rental income or loss

    real property $43,940

  • 6d · Net rental income or loss

    total $43,940 · unrelated business $26,225 · excluded $17,715

  • 7a · Gross sales of assets other than inventory

    securities $4,209,333

  • 7b · Less cost or other basis and sales expenses

    securities $3,532,847 · other assets $4,500

  • 7c · Gain or loss

    securities $676,486 · other assets -$4,500

  • 7d · Net gain or loss

    total $671,986 · related or exempt -$4,500 · excluded $676,486

  • 10a · Gross sales of inventory

    $6,755

  • 10b · Cost of goods sold

    $13,168

  • 10c · Net income from sales of inventory

    total -$6,413 · related or exempt -$6,413

  • 11a · Other revenue: FEES FOR SERVICES

    total $12,262 · excluded $12,262

  • 11b · Other revenue: MISC

    total $576 · excluded $576

  • 11e · Other revenue, total

    $12,838

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $228,124 · program services $73,786 · management and general $120,119 · fundraising $34,219

  • 7 · Other salaries and wages

    total $433,166 · program services $394,514 · fundraising $38,652

  • 8 · Pension plan contributions

    total $5,669 · program services $5,241 · fundraising $428

  • 9 · Other employee benefits

    total $2,400 · program services $1,704 · management and general $432 · fundraising $264

  • 10 · Payroll taxes

    total $52,417 · program services $37,216 · management and general $9,440 · fundraising $5,761

  • 11b · Fees: legal

    total $13,479 · program services $10,364 · management and general $3,115

  • 11c · Fees: accounting

    total $16,354 · management and general $16,354

  • 11f · Fees: investment management

    total $21,240 · management and general $21,240

  • 11g · Fees: other

    total $222,496 · program services $173,681 · management and general $10,015 · fundraising $38,800

  • 13 · Office expenses

    total $28,902 · program services $2,587 · management and general $20,690 · fundraising $5,625

  • 16 · Occupancy

    total $42,649 · program services $38,324 · management and general $2,686 · fundraising $1,639

  • 17 · Travel

    total $4,430 · program services $3,094 · management and general $796 · fundraising $540

  • 22 · Depreciation, depletion and amortization

    total $36,566 · program services $31,720 · management and general $4,202 · fundraising $644

  • 23 · Insurance

    total $19,260 · program services $12,755 · management and general $6,095 · fundraising $410

  • 24a · Other expenses: 3 SISTERS LANGUAGE PROJ.

    total $93,164 · management and general $93,164

  • 24b · Other expenses: OUTREACH

    total $25,277 · program services $19,357 · management and general $5,920

  • 24c · Other expenses: TRAINING

    total $20,893 · program services $11,489 · management and general $9,100 · fundraising $304

  • 24d · Other expenses: STEWARDSHIP

    total $17,661 · program services $16,102 · management and general $1,559

  • 24e · All other expenses

    total $48,226 · program services $14,102 · management and general $24,019 · fundraising $10,105

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $110,747 · end of year $130,484

  • 2 · Savings and temporary cash investments

    beginning of year $651,066 · end of year $732,692

  • 3 · Pledges and grants receivable

    beginning of year $394,419 · end of year $411,080

  • 7 · Other notes and loans receivable

    beginning of year $5,400 · end of year $600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,925 · end of year $9,800

  • 10a · Land, buildings and equipment: cost or other basis

    $11,889,067

  • 10b · Land, buildings and equipment: accumulated depreciation

    $134,066

  • 10c · Land, buildings and equipment, net

    beginning of year $11,246,351 · end of year $11,755,001

  • 11 · Investments: publicly traded securities

    beginning of year $4,851,495 · end of year $4,743,966

  • 15 · Other assets

    beginning of year $335,000 · end of year $335,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $40,802 · end of year $28,839

  • 21 · Escrow or custodial account liability

    beginning of year $19,452 · end of year $8,538

  • 27 · Net assets without donor restrictions

    beginning of year $9,508,282 · end of year $9,808,656

  • 28 · Net assets with donor restrictions

    beginning of year $8,029,867 · end of year $8,272,590

Mission and programs · 2024

Mission

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.

  • 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 VALUE 4) MAINTAINED PUBLIC ACCESS ON 27 MILES OF TRAILS AND MULTIPLE SHORELINE ACCESS POINTS 5) SERVED ITS COMMUNITIES BY OFFERING FREE AND PUBLIC EDUCATIONAL PROGRAMS, FOR BOTH CHILDREN AND ADULTS.

    Expenses $846,036

As filed on the 2024 return.

Listed in Part VII

  • Marcia McKeague

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Norman Alt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Clapp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Randy Curtis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • George Hurvitt

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Sarah King

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Brooke Parish

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Brendon Reay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hans Carlson

    FORMER ED

    Total calculated
    $126,887
    From this org
    $124,187
    From related orgs
    $0
    Other
    $2,700
    Hours/week
    40

  • Ruth Ryan

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Michael Sheahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Murphy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Soren Delinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • George Fields

    EXECUTIVE DI

    Total calculated
    $101,237
    From this org
    $99,077
    From related orgs
    $0
    Other
    $2,160
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PENINSULA CONSERVATION ENTERPRISES

    C CORP · LESSORS · ME · 100% owned · share of income $93,476 · share of assets $310,423 · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.0
Source object
202513179349306211

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