2025-07-14T11:41:16-05:00 2024-08-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-09-01 010269460 Chewonki Foundation Inc CHEW 2078827323 485 Chewonki Neck Road Wiscasset ME 04578 Nancy Kennedy President 2078827323 2025-07-08 1 1 Barbara J McGuan CPA P00219457 2077752387 2025-07-08 2023 2025-03-06 01:10:19Z Nancy Kennedy 485 Chewonki Neck Road Wiscasset ME 04578 10075192 0 X www.chewonki.org X 1917 ME Chewonki inspires transformative growth, teaches appreciation and stewardship of the natural world, and challenges people to build thriving, sustainable communities throughout their lives. 21 21 273 28 0 0 3678789 1969908 6746219 5209049 344390 762273 22059 28244 10791457 7969474 1809099 1378823 0 0 5971824 4587224 0 0 544539 3574985 3319852 11355908 9285899 -564451 -1316425 26688704 25361696 5110551 4510653 21578153 20851043 X Chewonki inspires transformative growth, teaches appreciation and stewardship of the natural world, and challenges people to build thriving, sustainable communities throughout their lives. 0 0 1891817 2100228 Camp Chewonki - provides a residential camp program for all genders focused on nature, sustainability, outdoor skills, community building, and outdoor expeditions. There is also a leadership expedition-based program for older youth that travels to the woods and waters of Maine, along its rocky coast, and into Canada's northern forest and waters. 3036422 1378823 2256453 Chewonki Schools - Maine coast semester at Chewonki is a challenging academic semester (two groups each year) for 45 highly motivated and academically capable 11th-grade students from around the country and aboard. 901090 561804 Education Partnership The outdoor program for schools offers environmental education as part of day trips, overnight encampments, and outdoor trip programs in Maine and New England for school groups. The educational goals emphasize compassion for one another, building self-confidence, and stewardship of the natural world. Chewonki science educators teach natural history programs to more than 20,000 students each year throughout Maine. Chewonki partners in more depth with two local school districts (Bath and Wiscasset) to facilitate active, outdoor, and community-connected learning throughout the Pre-K-12 program. 343009 290564 Other Program Services Includes the Big Eddy Campground and Debsconeag Lake Camp, fundraising, store activity, farm operations, and programing under the environmental living and learning for Maine students collaborative. 343009 290564 6172338 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 273 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Nancy Kennedy 2078827323 485 Chewonki Neck Road Wiscasset ME 04578 Andre Heard Chair 2.00 X X 0 0 0 Elizabeth Mygatt Vice Chair 2.00 X X 0 0 0 J Bailey McCallum Treasurer 1.00 X X 0 0 0 Kathryn Zumstein Secretary 1.00 X X 0 0 0 Dan Townley Clerk 2.00 X X 0 0 0 Laura Appell-Warren Trustee 1.00 X 0 0 0 Sandy Bandhu Trustee 1.00 X 0 0 0 Kyo Bannai Trustee 1.00 X 0 0 0 D Scott Beebe Jr Trustee 1.00 X 0 0 0 Alison Carnduff Trustee 1.00 X 0 0 0 Kevin Connors Trustee 1.00 X 0 0 0 Jeffrey Desjarlais Trustee 1.00 X 0 0 0 Jay Gudebski Trustee 1.00 X 0 0 0 Marion Howard Trustee 1.00 X 0 0 0 Randy Jack Trustee 1.00 X 0 0 0 Matt Kingsbury Trustee 1.00 X 0 0 0 Richard Krantz Trustee 1.00 X 0 0 0 Colby Holtshouse Trustee 1.00 X 0 0 0 Edgardo Ponch Membreno Trustee 1.00 X 0 0 0 Mary-Theresa Quarcoo Trustee 1.00 X 0 0 0 Karen Scheu Trustee 1.00 X 0 0 0 Roseanne Saalfield Past Chair 2.00 X X 0 0 0 Michael Fleisher Past Vice Chair 2.00 X X 0 0 0 Jeffrey Eberle Past Treasurer 1.00 X X 0 0 0 Carl Young Past VP of Finance 40.00 X 83810 0 19626 Nancy Kennedy President 40.00 X 145788 0 19653 229598 0 39279 1 0 1 0 0 41500 1928408 236262 1969908 Tuition and Fees 611600 4888623 4888623 Facility Rentals 532000 262822 262822 Other Programs 611600 57604 57604 5209049 192506 192506 2660528 10027 2100788 0 559740 10027 569767 569767 33174 4930 28244 28244 7969474 4946227 0 1053339 1378823 1378823 268877 268877 3672041 1912884 1421795 337362 351799 191737 126247 33815 294507 144390 124652 25465 46504 46504 34000 34000 45404 45404 211708 204155 7553 201658 113761 25879 62018 246203 94038 149951 2214 136054 128438 1850 5766 195286 131779 57435 6072 137772 69179 63366 5227 8219 3109 5110 284786 271814 12972 605625 599012 6613 278571 265882 12689 Food 371992 359081 12911 Repairs and Maintenance 253368 202884 41764 8720 Other Expenses 189379 83099 106248 32 Program & Camping Expen 73323 21382 51941 9285899 6172338 2569022 544539 X 14982 17278 15018 18439 497415 586405 313309 41653 157541 170649 15200 26065 22799792 7149061 15978515 15650731 8098628 7254592 1345805 1343660 252224 252224 67 0 26688704 25361696 370141 318752 985694 570877 3754716 3621024 5110551 4510653 X 11228436 11470831 10349717 9380212 21578153 20851043 26688704 25361696 -1316425 589315 0 X 0 1 X 1 0 X 3759911 3479214 2704666 3678789 1969908 15592488 3532972 5862360 6822087 6776011 5242223 28235653 7292883 9341574 9526753 10454800 7212131 43828141 357056 897835 794247 206000 228473 2483611 0 357056 897835 794247 206000 228473 2483611 41344530 174935 258026 158956 178992 192506 963415 174935 258026 158956 178992 192506 963415 7467818 9599600 9685709 10633792 7404637 44791556 0.92300 0.89770 0.02150 0.02960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 3 323.00 0 1 1 12.00 9089397 381673 1283438 2315092 8439416 10245991 119841 404561 1680996 9089397 13183420 197511 -1446447 1688493 10245991 11368172 275873 2183562 644187 13183420 10081821 179296 1424398 317343 11368172 0.14102 0.75238 0.10660 0 0 1288243 3259685 4547928 14911453 5365860 9545593 2322789 1209359 1113430 1017622 573842 443780 15650731 Investment in Huber Corporation 1343660 F 1343660 X 7157234 589315 3185 592500 6564734 45404 1359336 1404740 7969474 7884344 3185 3185 7881159 45404 1359336 1404740 9285899 Part II, Line 5: Yes, the organization has a written policy. Part II, Line 9: Conservation easements were deemed immaterial to the financial statements and are not reported in the organization's internal or audited financial statements. Part V, Line 4: The purpose of endowment funds is to provide investment income and gains to further various activities of the foundation, including a provision for financial aid and related expenditures. Part X, Line 2: The Foundation is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code (the Code). However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. In addition, it qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(2) of the Code. U.S. GAAP requires management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain tax position that more likely than not would not be sustained upon examination by the Internal Revenue Service and state taxing authorities. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XI, Line 4b - Other Adjustments: Financial Aid 1,359,336. Part XII, Line 4b - Other Adjustments: Financial Aid 1,359,336. Europe (Including Iceland & Greenland) 0 0 Fundraising Activities North America 0 0 Program Service Activities The organization conducts program services in Canada consisting of leadership outdoor trips centered around the Chewonki mission. 4059 0 0 0 0 0 0 4059 0 4059 0 0 0 0 0 0 Form 990, Schedule F, Part I, Line 3: During the fiscal year, the organization received $15,000 of contribution revenue from contributors outside of the United States. 1 Financial Aid 347 1359336 Tuition Reduction in Tuition Wrap Around Support 41 19487 Wrap Around Support Part I, Line 2: The organization maintains detailed records as to the amounts of and reasons for financial aid awarded to participants in its programs. For grants to other organizations, a five-member collaborative discussed and decided upon the grant recipients. The recipients provide individual reports of how the funds were used. X 1 0 0 0 0 0 0 0 0 Nancy Kennedy President 145788 0 0 0 0 0 0 0 19653 0 165441 0 0 0 Part I, Line 4a During calendar year 2023, Carl Young, Past VP of Finance, received severance pay of $17,516. X 1 173 Cost X 18 194004 Market Value X 2 41985 Market Value X 1 100 Market Value 0 0 1 0 Form 990, Part VI, Section B, line 11b The 990 was prepared by the organization's accounting and auditing firm and then reviewed by the President and staff accountant before filing. Form 990, Part VI, Section B, line 12c The foundation monitors compliance with its conflict of interest policy through regular review of such matters with members of management and the board of trustees. Form 990, Part VI, Section B, line 15 Compensation for the president is determined by the board periodically through a review of her performance coupled with consideration of comparable compensation levels for similar positions in similar organizations. When a key position needs to be filled, a research committee is established to bring a recommendation to the board, who have the ultimate approval. Form 990, Part VI, Section C, line 19 The organization makes its governing documents and financial statements available to the public by way of its own website, and upon request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Chewonki Foundation, Inc. 485 Chewonki Neck Road Wiscasset, ME 04578 EIN 01-0269460 Chewonki Foundation, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).