2011-01-10T08:37:04-06:00 2010-08-31 ALBIN RANDALL & BENNETT CPA'S PO BOX 445 130 MIDDLE STREET PORTLAND ME 041120445 990 2009-09-01 010212442 PINE TREE SOCIETY FOR HANDICAPPED CHILDREN AND ADULTS INC PINE 2074433341 149 FRONT STREET PO BOX 518 BATH ME 045300518 ANNE MARSH 2074433341 2010-11-23 1 JASON C LEBLANC 2077721981 2009 2016-02-24 21:20:13Z ANNE MARSH 149 FRONT STREET PO BOX 518 BATH ME 045300518 7959266 0 X www.pinetreesociety.org X 1936 ME The Society's mission is to provide Maine children and adults with disabilities the opportunities and the means to create better lives for themselves and their families. 18 18 89 250 0 0 833395 1826711 2754802 2821037 382184 172558 486134 559017 4456515 5379323 0 0 2602349 2609477 0 258516 2020248 1935435 4622597 4544912 -166082 834411 17691582 19126550 554537 434943 17137045 18691607 The Society's mission is to provide Maine children and adults with disabilities the opportunities and the means to create better lives for themselves and their families. 0 0 3985646 3082088 DIRECT SERVICES TO INDIVIDUALS - This program supports PINE TREE CAMP, SPEECH & HEARING THERAPY, DEAF INTERPRETING AND OTHER PROGRAMS. APPROXIMATELY 2,500 individuals are SERVED by the program. 189541 128066 PUBLIC HEALTH EDUCATION - This program supports RADIO, TV AND PERSONAL APPEARANCES TO PROVIDE INFORMATION ON PROGRAMS AND SERVICES AVAILABLE TO HANDICAPPED children and adults. 4175187 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 89 0 0 0 0 0 0 0 0 0 1 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUSAN CADY 2074433341 149 FRONT STREET PO BOX 518 BATH ME 045300518 BRUCE ALBISTON 1.00 X 0 0 0 CHERYL TIMBERLAKE 1.00 X X 0 0 0 DAVID HUNT 1.00 X 0 0 0 DEBORAH REGAN 1.00 X 0 0 0 DIANE GILBERT 1.00 X 0 0 0 DONALD BUSHEY 1.00 X 0 0 0 EMILY FULLER HAWKINS 1.00 X X 0 0 0 GEORGE LAMBERT 1.00 X X 0 0 0 GERARD QUEALLY 1.00 X 0 0 0 HUGH PHELPS 1.00 X 0 0 0 JOHANN GOUWS 1.00 X 0 0 0 MATTHEW HUNTER 1.00 X 0 0 0 PAT ROIX 1.00 X 0 0 0 RICHARD MACKENZIE 1.00 X 0 0 0 WENDY PARADIS 1.00 X X 0 0 0 ANNE MARSH 40.00 X 95831 0 3685 0 0 0 0 0 0 0 0 1826711 1826711 GOVERNMENT FEES & CONT 624100 1535658 1535658 FEES-OTHER 624100 1025849 1025849 FEES-INDIVIDUALS 624100 259530 259530 2821037 387090 387090 1824389 2038921 -214532 -214532 -214532 319295 149395 169900 169900 774599 391627 382972 382972 MISCELLANEOUS 900099 6145 6145 6145 5379323 3210154 0 342458 99515 91420 2435 5660 1892755 1804321 9657 78777 421351 400936 2557 17858 195856 186983 945 7928 727180 573931 82544 70705 23414 21315 45 2054 429067 364193 4905 59969 231274 227600 362 3312 147184 141690 1964 3530 30729 29924 192 613 200074 199239 79 756 75322 71187 3556 579 DAY HAB TAX 28597 28597 BAD DEBT 19420 19420 Memberships 9532 8890 10 632 GIFT ANNUITY PAYMENT 6143 6143 SPECIFIC AID 5163 5163 2336 378 1958 4544912 4175187 111209 258516 359062 164689 0 194373 253637 1694779 127251 485837 402576 46152 35911 93593 93164 3922887 2082660 1878543 1840227 11244820 11241642 3689000 3691000 17691582 19126550 527731 423525 26806 11418 554537 434943 X 11557072 12787692 77202 398459 5502771 5505456 17137045 18691607 17691582 19126550 X 0 1 1 X 0 X 1274219 816803 894563 833395 1005572 4824552 1274219 816803 894563 833395 1005572 4824552 4824552 503438 564757 733333 493466 387090 2682084 -13227 -17003 7417 5959 6145 -10709 7495927 17148154 0.64360 0.71300 X Schedule A, Part IV, List of Unusual Grants: BEQUESTS - CASH Date: 08/31/06 Amount: 460736. BEQUESTS - CASH Date: 08/31/07 Amount: 572805. BEQUESTS - CASH Date: 08/31/08 Amount: 413261. BEQUESTS - CASH Date: 08/31/10 Amount: 821139. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11244820 17300 781673 739376 62775 11241642 12579908 53582 -1330489 1994 56187 11244820 0.83860 0.16140 0 0 118956 118956 2532004 1192278 1339726 1133690 890382 243308 138237 138237 1840227 cash Reserve Funds 325262 F MUTUAL FUNDS 263203 F BONDS 3307750 F STOCKS 7345427 F 11241642 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 3289000 CONTRIBUTIONS RECEIVABLE FROM REMAINDER TRUSTS 402000 3691000 5379323 4544912 834411 718151 2000 720151 1554562 6461977 718151 213108 2000 933259 5528718 -149395 -149395 5379323 4907415 213108 149395 362503 4544912 0 4544912 Part V, Line 4: Description of Intended Use of Endowment Funds: The Society has adopted investment and spending policies, approved by the Board of Directors, for endowment assets that attempt to provide a substantial and reasonably stable stream of income to support the operating budget of the Society and to achieve this result in perpetuity while preserving and enhancing the total value of the endowment. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS: 2000. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS: 2000. Part XII, Line 4b - Other Adjustments: SPECIAL EVENT DIRECT EXPENSES ON PART VIII: -149395. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT DIRECT EXPENSES ON PART VIII: 149395. SNOWMOBILE RIDE IN 92424 92424 29253 PADDLE FOR PINE TREE CAMP 43223 43223 18271 9 183648 183648 101871 319295 319295 149395 149395 169900 Form 990, Part VI, Section B, line 11 THE SOCIETY'S EXECUTIVE DIRECTOR AND FINANCE DIRECTOR REVIEW THE RETURN FOR ACCURACY AND COMPLETENESS BEFORE MAILING. Form 990, Part VI, Section B, line 12c All board members of the Society are required to complete a written conflict of interest disclosure statement annually. Form 990, Part VI, Section B, line 15 The Society's Board has an evaluation committee that meets annually with the executive director to evaluate performance. The compensation package is determined based on positive performance. The committee uses the Maine Non-Profit wage analysis as a guide for determining competitive pay rates in Maine. Form 990, Part VI, Section C, line 19 A copy of the Society's 990 is posted on their website while all other governing documents referenced are available upon request of the Society. PROCEDURES FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE FROM PRIOR YEARS.