Civic Intelligence

The Southport Conservancy Inc

990 • Fiscal year 2013 • EIN 06-1057342

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

PO Box 744Southport, CT 06890

(203) 259-7035

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

5th percentile

-57%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

-0.1%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Down

$1,316,328

Down $22,902 (-1.7%) from 2012

Net Assets

Down

$1,316,328

Down $22,557 (-1.7%) from 2012

Liabilities

Down

$0

Down $345 (-100%) from 2012

Revenue

$39,736

No earlier filing loaded for comparison.

Expenses

Up

$62,293

Up $2,749 (+4.6%) from 2012

Net Income

-$22,557

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,366,556Liabilities 2011: $0Net Assets 2011: $1,366,5562011Assets 2012: $1,339,230Liabilities 2012: $345Net Assets 2012: $1,338,8852012Assets 2013: $1,316,328Liabilities 2013: $0Net Assets 2013: $1,316,3282013Assets 2014: $1,306,630Liabilities 2014: $0Net Assets 2014: $1,306,6302014Assets 2015: $1,246,299Liabilities 2015: $0Net Assets 2015: $1,246,2992015Assets 2016: $1,232,419Liabilities 2016: $0Net Assets 2016: $1,232,4192016Assets 2017: $1,348,878Liabilities 2017: $0Net Assets 2017: $1,348,8782017Assets 2018: $1,301,970Liabilities 2018: $0Net Assets 2018: $1,301,9702018Assets 2019: $1,306,626Liabilities 2019: $0Net Assets 2019: $1,306,6262019Assets 2020: $1,294,939Liabilities 2020: $0Net Assets 2020: $1,294,9392020Assets 2021: $1,280,258Liabilities 2021: $0Net Assets 2021: $1,280,2582021Assets 2022: $1,276,826Liabilities 2022: $0Net Assets 2022: $1,276,8262022Assets 2023: $1,281,356Liabilities 2023: $0Net Assets 2023: $1,281,3562023Assets 2024: $1,262,786Liabilities 2024: $0Net Assets 2024: $1,262,7862024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2013

Assets$1,316,328
Liabilities$0
Net Assets$1,316,328

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $39,804Expenses 2011: $32,828Net Income 2011: $6,9762011Expenses 2012: $59,5442012Revenue 2013: $39,736Expenses 2013: $62,293Net Income 2013: -$22,5572013Revenue 2014: $44,882Expenses 2014: $54,581Net Income 2014: -$9,6992014Revenue 2015: $34,253Expenses 2015: $94,584Net Income 2015: -$60,3312015Revenue 2016: $41,070Expenses 2016: $54,951Net Income 2016: -$13,8812016Revenue 2017: $152,155Expenses 2017: $35,696Net Income 2017: $116,4592017Revenue 2018: $46,724Expenses 2018: $92,334Net Income 2018: -$45,6102018Revenue 2019: $43,370Expenses 2019: $40,257Net Income 2019: $3,1132019Revenue 2020: $28,365Expenses 2020: $41,410Net Income 2020: -$13,0452020Revenue 2021: $32,104Expenses 2021: $45,583Net Income 2021: -$13,4792021Revenue 2022: $53,300Expenses 2022: $49,724Net Income 2022: $3,5762022Revenue 2023: $74,673Expenses 2023: $70,432Net Income 2023: $4,2412023Revenue 2024: $50,728Expenses 2024: $71,805Net Income 2024: -$21,0772024Revenue 2025: $41,569Expenses 2025: $9,938Net Income 2025: $31,6312025

Highlighted filing

2013

Revenue$39,736
Expenses$62,293
Net Income-$22,557
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Gross Receipts
$40,802
Mission and Program Overview

Mission

The southport conservancy is dedicated to preserving and restoring unique and historical buildings and property of the southport community that might be otherwise lost forever. To achieve its mission, the conservancy makes provisions for the following:

The southport conservancy is dedicated to preserving and restoring unique and historical buildings and property of the southport community that might be otherwise lost forever. The conservancy does the following to achieve its mission as detailed in form 990 part iii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$904,844$892,560▼ $12,284
Savings and Temporary Cash Investments$379,277$380,531▲ $1,254
Cash and Non-Interest-Bearing Accounts$36,424$23,953▼ $12,471
Inventories for Sale or Use$18,685$17,619▼ $1,066
Investments Other Securities-$1,665-
Total Assets$1,339,230$1,316,328▼ $22,902
Liabilities
Other Liabilities$345$0▼ $345
Total Liabilities$345$0▼ $345
Net Assets / Fund Balance
Unrestricted Net Assets$1,333,238$1,315,086▼ $18,152
Temporarily Rstr Net Assets$5,647$1,242▼ $4,405
Total Net Assets Fund Balance$1,338,885$1,316,328▼ $22,557
Total Liabilities and Net Assets / Fund Balance$1,339,230$1,316,328▼ $22,902

Asset Categories

AssetBook ValueDepreciationBasis
Land$708,564-$708,564
Buildings$258,864$208,752$467,616
Other Land Buildings$8,900$2,650$11,550
Leasehold Improvements$-83,768$83,768-
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$27,050
Program Service Revenue
$0
Investment Income
$1,253
Other Revenue
$11,433
All Other Contributions
$13,660
Change in Net Assets
$-22,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,293
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Depreciation Depletion$12,284--$12,284
Other Expenses$1,831$314-$2,145
Fees for Services Accounting-$1,775-$1,775
All Other Expenses-$1,098-$1,098
Total Functional Expenses$57,720$4,573$0$62,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
45-2603797--Land Conservation and Enhancement for Community Enjoyment$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Form 990 is provided to the finance committee of the board of directors for their review and approval prior to filing.

Form 990, Part VI, Section C, Line 19

The board of directors makes all its governing documents available to the public upon request.

Filing and Contact Details

Filer

EIN
06-1057342
Phone
2032597035

Signing Officer

Name
Tracy Wheeler Lennon
Title
Treasurer
Phone
2032597035
Signed
2014-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Wheeler Lennon
Formed
1982
Legal Domicile
Ct
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Preparer
John M Rolleri CPA
Phone
2032592727
Supplemental Narrative

Additional Explanations

Part XII Line 1

The modified cash basis of accounting is employed to prepare the return.

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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt013390
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOUTHPORT CONSERVANCY IS DEDICATED TO PRESERVING AND RESTORING UNIQUE AND HISTORICAL BUILDINGS AND PROPERTY OF THE SOUTHPORT COMMUNITY THAT MIGHT BE OTHERWISE LOST FOREVER. THE CONSERVANCY DOES THE FOLLOWING TO ACHIEVE ITS MISSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01338885
IRS990/NetAssetsOrFundBalancesEOYAmt01316328
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0177
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0177
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt011256
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt011256
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PARADE EXPENSE
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/Desc3PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1314
IRS990/OtherExpensesGrp/ProgramServicesAmt09499
IRS990/OtherExpensesGrp/ProgramServicesAmt17243
IRS990/OtherExpensesGrp/ProgramServicesAmt21863
IRS990/OtherExpensesGrp/ProgramServicesAmt31831
IRS990/OtherExpensesGrp/TotalAmt09499
IRS990/OtherExpensesGrp/TotalAmt17243
IRS990/OtherExpensesGrp/TotalAmt23249
IRS990/OtherExpensesGrp/TotalAmt32145
IRS990/OtherLiabilitiesGrp/BOYAmt0345
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TRACY WHEELER LENNON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0BLESSING OF THE FLEET PARADE. PARADE COINCIDES WITH ANNUAL CEREMONY AT LOWER WHARF PROPERTY IN HISTORIC DISTRICT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07243
IRS990/ProgSrvcAccomActy3Grp/Desc0QUARTERLY NEWSLETTER. EDITORIALS PROVIDE HISTORY OF THE LAND, HOMES AND PEOPLE OF THE VILLAGE OF SOUTHPORT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01831
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020554
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt01352
IRS990/PYOtherExpensesAmt034544
IRS990/PYOtherRevenueAmt09967
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-27671
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt059544
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031873
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-22557
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011256
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0379277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0380531
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02118
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04690
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02118
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02852
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012265
IRS990ScheduleA/InvestmentIncomeCYPct00.05870
IRS990ScheduleA/InvestmentIncomePYPct00.10410
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94130
IRS990ScheduleA/PublicSupportPY509Pct00.89590
IRS990ScheduleA/PublicSupportTotal509Amt0196575
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037723
IRS990ScheduleA/Total509Grp/TotalAmt0196575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208840
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0258864
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0208752
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0467616
IRS990ScheduleD/LandGrp/BookValueAmt0708564
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0708564
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0-83768
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt083768
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08900
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02650
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011550
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0892560
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LAND CONSERVATION AND ENHANCEMENT FOR COMMUNITY ENJOYMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10FRIENDS OF SOUTHPORT PARK
IRS990ScheduleI/RecipientTable/RecipientEIN0452603797
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 626
IRS990ScheduleI/RecipientTable/USAddress/City0SOUTHPORT
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006890

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.04$0.01$0.03
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.07$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.05$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.03$0.04$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.04$0.04$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.05$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.15$0.04$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.05$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.03$0.09$0.06
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.31$0.00$1.31$0.04$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.06
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.04$0.03$0.01