Nonprofit · EIN 01-0426251
ISLAND HERITAGE TRUST INC
Tax-exempt · DEER ISLE, ME 04627
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $1,988,826 | $1,454,751 | $534,075 | $2,968,057 | $31,564 | $2,936,493 |
| October 31, 2024 | 990 | $1,157,212 | $631,618 | $525,594 | $2,548,266 | $39,671 | $2,508,595 |
| October 31, 2023 | 990 | $840,772 | $486,516 | $354,256 | $1,817,586 | $46,740 | $1,770,846 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $1,638,666
- Program service revenue
- $10,607
- Investment income
- $335,187
- Net gain from sales of assets
- $261,326
- Net income from fundraising events
- $3,889
- Net income from sales of inventory
- $91
- Other revenue
- $4,366
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $99,736
- Other salaries and wages
- $238,070
- Salaries, compensation and benefits (total)
- $420,381
- Professional fundraising fees
- $0
- Accounting fees
- $6,300
- Occupancy
- $31,170
- Travel
- $1,496
- Depreciation
- $16,081
- Program services (functional)
- $1,236,916
- Management and general (functional)
- $122,034
- Fundraising (functional)
- $95,801
Balance sheet and other
- Total assets, start of year
- $2,548,266
- Total assets, end of year
- $2,968,057
- Total liabilities, end of year
- $31,564
- Net assets, end of year
- $2,936,493
- Land, buildings and equipment
- $450,037
- Publicly traded securities
- $2,070,502
- Net assets without donor restrictions
- $1,260,343
- Net assets with donor restrictions
- $1,676,150
- Gross receipts
- $3,471,499
- Employees
- 8
- Volunteers
- 93
- Year formed
- 1987
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIA ZELL | EXECUTIVE DI Officer | 40 | $81,000 | $12,517 |
| WILLIAM WIEGMANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICKIE FLORES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS WILSON | TRUSTEE (FMR Trustee or director | 1 | $0 | $0 |
| ELKE DORR | TRUSTEE (FMR Trustee or director | 1 | $0 | $0 |
| DAVE BAYLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNA GOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE WASHBURN | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROD GREENWOOD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LYNNE ROCKWOOD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELE JANIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VALERIE DUNCAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAITLYN PORTO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN PUDDINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended October 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIA ZELL | EXECUTIVE DI Officer | 40 | $74,546 | $12,398 |
| WILLIAM WIEGMANN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICKIE FLORES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KAREN HILL | TREASURER-TH Trustee or director, Officer | 2 | $0 | $0 |
| DOUGLAS WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELKE DORR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE BAYLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANNA GOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE WASHBURN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROD GREENWOOD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LYNN ROCKWOOD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELE JANIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VALERIE DUNCAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended October 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIA ZELL | EXECUTIVE DI Officer | 40 | $68,326 | $5,750 |
| WILLIAM WIEGMANN | PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MICKIE FLORES | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| KAREN HILL | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DOUGLAS WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELKE DORR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DIANA HARTNETT | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| DAVE BAYLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNA GOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFF HARTNETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE WASHBURN | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| WOODY OSBORNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 42, DEER ISLE, ME 04627-0042
- Principal officer (990 for 2024)
- CATHERINE WASHBURN, P O BOX 42, DEER ISLE, ME 046270042
- Signed the 990
- ROD GREENWOOD, TREASURER
- Phone
- (207) 384-2455
- Website
- WWW.ISLANDHERITAGETRUST.ORG
- Return prepared by
- LG&H
Mission
CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES.
Program accomplishments
- PROMOTED THE VALUE OF LAND CONSERVATION, ENVIRONMENTAL EDUCATION, ENVIRONMENTAL PROTECTION, SIGNIFICANT OPEN SPACE, SCENIC AREAS, WILDLIFE HABITAT, NATURAL RESOURCES, AND HISTORIC AND CULTURAL FEATURES THAT OFFER PUBLIC BENEFIT TO THE RESIDENTS AND VISITORS TO DEER ISLE, MAINE. A TOTAL OF 2,338 ACRES AND 40 MILES OF SHORELINE HAVE BEEN PROTECTED TO DATE WITH OVER 50,000 PRESERVE VISITS A YEAR. 80+ VOLUNTEERS ENGAGED IN OUR WORK, INCLUDING TRAIL BUILDING AND MAINTENANCE, AND PARTICIPATING IN OVER 30 VARIED-TOPIC, VIRTUAL, PUBLIC EDUCATION PROGRAMS FOR ALL AGES. APPROXIMATELY 500 LOCAL SCHOOL STUDENTS BENEFIT FROM WORKING WITH OUR ENVIRONMENTAL EDUCATOR, THE SCHOOL NATURE TRAIL, AND TAKING FIELD TRIPS TO OUR PRESERVES EACH YEAR.Expenses $1,236,916 · grants $50,000 · revenue $10,607
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0426251
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $2,968,057
- Income (IRS master file)
- $3,471,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $1,988,826 | $1,454,751 | $2,968,057 | XML |
| 990 | October 2024 | $1,157,212 | $631,618 | $2,548,266 | IRS |
| 990 | October 2023 | $840,772 | $486,516 | $1,817,586 | XML |
| 990 | October 2022 | $630,819 | $470,518 | $1,437,300 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0426251).
Questions about ISLAND HERITAGE TRUST INC
- What is the EIN of ISLAND HERITAGE TRUST INC?
- The employer identification number (EIN) of ISLAND HERITAGE TRUST INC is 01-0426251.
- Is ISLAND HERITAGE TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ISLAND HERITAGE TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ISLAND HERITAGE TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ISLAND HERITAGE TRUST INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ISLAND HERITAGE TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of ISLAND HERITAGE TRUST INC?
- The 990 for the year ended October 31, 2025 names CATHERINE WASHBURN.
- Who are the officers and directors of ISLAND HERITAGE TRUST INC?
- The 990 for the year ended October 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $81,000 (JULIA ZELL, EXECUTIVE DI).
- How much revenue does ISLAND HERITAGE TRUST INC have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $1,988,826, expenses of $1,454,751 and total assets of $2,968,057 at year end.
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- ISLAND WORKFORCE HOUSING EIN 83-3534060 · last filed 990 for 2024
- ISLAND COUNTRY CLUB EIN 01-0096117 · last filed 990 for 2024
- GRANDMOTHERS FOR REPRODUCTIVE RIGHTS EIN 37-1946175 · last filed 990 for 2025
- ISLAND HEALTH & WELLNESS FOUNDATION EIN 01-6022815 · last filed 990 for 2025
- REACH PERFORMING ARTS CENTER EIN 88-1195171 · last filed 990 for 2025