Skip to content
ProPublica Donate
ProPublica Donate

Francis Small Heritage Trust Inc

  • Limerick, ME
  • Tax-exempt since Oct. 1990
  • EIN: 22-3055540

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Environmental Quality, Protection and Beautification / Land Resources Conservation (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$485k (2023)

Expenses
$103k (2023)

Total Assets
$2.62M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$485,188
Expenses
$102,969
Net Income
$382,219
Net Assets
$2,624,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $484,531
99.9%
Program Services $0
Investment Income $657
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,624,599
Total Liabilities $0
Net Assets $2,624,599
Compensation
Key Employees and Officers Compensation Related Other
Donna Nelson (President, Director) $0 $0 $0
Peter Zack Jr (1st Vice President, Director) $0 $0 $0
Daniel Hester (2nd Vice President, Director) $0 $0 $0
Elizabeth Burnett (Secretary, Director) $0 $0 $0
Richard Jarrett (Treasurer, Director) $0 $0 $0
Katherine Chaiklin (Director) $0 $0 $0
Nathan Burnett (Director) $0 $0 $0
Scott Cecil (Director) $0 $0 $0
John Lowry (Director) $0 $0 $0
Margaret Lowry (Director) $0 $0 $0
Steve Thistlewood (Director) $0 $0 $0
Jamel Torres (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$897,505
Expenses
$148,926
Net Income
$748,579
Net Assets
$2,237,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $896,981
99.9%
Program Services $0
Investment Income $524
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,237,875
Total Liabilities $0
Net Assets $2,237,875
Compensation
Key Employees and Officers Compensation Related Other
Donna Nelson (President, Director) $0 $0 $0
Peter Zack Jr (1st Vice President, Director) $0 $0 $0
Daniel Hester (2nd Vice President, Director) $0 $0 $0
Elizabeth Burnett (Secretary, Director) $0 $0 $0
Richard Jarrett (Treasurer, Director) $0 $0 $0
Katherine Chaiklin (Director) $0 $0 $0
Nathan Burnett (Director) $0 $0 $0
Scott Cecil (Director) $0 $0 $0
John Lowry (Director) $0 $0 $0
Margaret Lowry (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$197,006
Expenses
$58,434
Net Income
$138,572
Net Assets
$1,494,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $195,985
99.5%
Program Services $0
Investment Income $1,021
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,494,765
Total Liabilities $0
Net Assets $1,494,765
Compensation
Key Employees and Officers Compensation Related Other
Donna Nelson (President, Director) $0 $0 $0
Peter Zack Jr (1st Vice President, Director) $0 $0 $0
Daniel Hester (2nd Vice President, Director) $0 $0 $0
Katherine Chailkin (Secretary, Director) $0 $0 $0
Richard Jarrett (Treasurer, Director) $0 $0 $0
Greg Averill (Director) $0 $0 $0
Elizabeth Burnett (Director) $0 $0 $0
Nathan Burnett (Director) $0 $0 $0
Scott Cecil (Director) $0 $0 $0
John Lowry (Director) $0 $0 $0
Margaret Lowry (Director) $0 $0 $0
Denise Oliver (Director) $0 $0 $0
David Newman (Director Part Year 2021) $0 $0 $0
Rebecca Thompson (Director Part Year 2021) $0 $0 $0
+ View more people

Document Links

990
Filed on March 25, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,025
Expenses
$26,365
Net Income
$100,660
Net Assets
$1,353,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $124,829
98.3%
Program Services $0
Investment Income $2,196
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,364,110
Total Liabilities $11,000
Net Assets $1,353,110
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Donna Nelson (President, Director) $0 $0 $0
Peter Zack Jr (1st Vice President, Director) $0 $0 $0
Daniel Hester (2nd Vice President, Director) $0 $0 $0
Katherine Chailkin (Secretary, Director) $0 $0 $0
Richard Jarrett (Treasurer, Director) $0 $0 $0
John Lowry (Director) $0 $0 $0
Margaret Lowry (Director) $0 $0 $0
Denise Oliver (Director) $0 $0 $0
Greg Averill (Director) $0 $0 $0
Rebecca Thompson (Director) $0 $0 $0
David Newman (Director) $0 $0 $0
Gilbert Harris (Director Until 12/2020) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 2, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,118
Expenses
$38,431
Net Income
$43,687
Net Assets
$1,250,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,221
96.5%
Program Services $0
Investment Income $2,897
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,287,495
Total Liabilities $37,250
Net Assets $1,250,245
Compensation
Key Employees and Officers Compensation Related Other
Donna Nelson (President, Director) $0 $0 $0
Peter Zack Jr (1st Vice President, Director) $0 $0 $0
Gilbert Harris (2nd Vice President, Director) $0 $0 $0
Katherine Chailkin (Secretary, Director) $0 $0 $0
Richard Jarrett (Treasurer, Director) $0 $0 $0
Daniel Hester (Director) $0 $0 $0
Rebecca Thompson (Director) $0 $0 $0
John Lowry (Director) $0 $0 $0
Margaret Lowry (Director) $0 $0 $0
Denise Oliver (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,116
Expenses
$21,492
Net Income
$17,624
Net Assets
$1,200,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,192
92.5%
Program Services $0
Investment Income $2,924
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,200,415
Total Liabilities $0
Net Assets $1,200,415

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,260
Expenses
$28,465
Net Income
$8,795
Net Assets
$1,186,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,836
93.5%
Program Services $0
Investment Income $2,424
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,186,835
Total Liabilities $0
Net Assets $1,186,835

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,453
Expenses
$30,472
Net Income
$35,981
Net Assets
$1,174,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,710
98.9%
Program Services $0
Investment Income $743
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,178,455
Total Liabilities $3,614
Net Assets $1,174,841

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,351
Expenses
$52,762
Net Income
-$5,411
Net Assets
$1,137,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,517
98.2%
Program Services $0
Investment Income $834
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $12,868
24.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,150,654
Total Liabilities $13,311
Net Assets $1,137,343

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,229
Expenses
$42,650
Net Income
$1,579
Net Assets
$1,144,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,358
48.3%
Program Services $0
Investment Income $567
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$190
Other Revenue $22,494
50.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,069
16.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,166,679
Total Liabilities $22,349
Net Assets $1,144,330

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,308
Expenses
$53,405
Net Income
$42,903
Net Assets
$1,140,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,324
80.3%
Program Services $12,050
12.5%
Investment Income $416
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$982
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,500
7.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,913
18.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,171,620
Total Liabilities $30,786
Net Assets $1,140,834

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,685
Expenses
$18,525
Net Income
$12,160
Net Assets
$1,094,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,694
93.5%
Program Services $0
Investment Income $408
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,568
5.1%
Sales of Assets $0
Net Inventory Sales $15
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,132,919
Total Liabilities $38,651
Net Assets $1,094,268

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,938
Expenses
$85,032
Net Income
$29,906
Net Assets
$1,080,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $112,269
97.7%
Program Services $0
Investment Income $405
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,505
1.3%
Sales of Assets $759
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,126,683
Total Liabilities $45,802
Net Assets $1,080,881

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated