Civic Intelligence

The Southport Conservancy Inc

990 • Fiscal year 2019 • EIN 06-1057342

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-7.2%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,306,626

Up $4,656 (+0.4%) from 2018

Net Assets

Up

$1,306,626

Up $4,656 (+0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$43,370

Down $3,354 (-7.2%) from 2018

Expenses

Down

$40,257

Down $52,077 (-56%) from 2018

Net Income

Up

$3,113

Up $48,723 (+107%) from 2018

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

2019

Assets$1,306,626
Liabilities$0
Net Assets$1,306,626

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

2019

Revenue$43,370
Expenses$40,257
Net Income$3,113
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.1
Gross Receipts
$43,651
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. Form 990 part iii, 4a-4c provides detail as to how the conservancy achieves its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$831,141$819,543▼ $11,598
Investments in Publicly Traded Securities$399,066$411,707▲ $12,641
Cash and Non-Interest-Bearing Accounts$59,158$63,052▲ $3,894
Inventories for Sale or Use$12,605$12,324▼ $281
Total Assets$1,301,970$1,306,626▲ $4,656
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,300,728$1,305,384▲ $4,656
Net Assets With Donor Restrictions$1,242$1,242→ $0
Total Net Assets Fund Balance$1,301,970$1,306,626▲ $4,656
Total Liabilities and Net Assets / Fund Balance$1,301,970$1,306,626▲ $4,656

Asset Categories

AssetBook ValueDepreciationBasis
Land$708,564-$708,564
Buildings$110,979$356,637$467,616
Other Land Buildings$0$10,957$10,957
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$21,960
Program Service Revenue
$0
Investment Income
$9,869
Other Revenue
$11,541
All Other Contributions
$12,500
Change in Net Assets
$3,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$11,598--$11,598
Insurance$2,312$2,434-$4,746
Fees for Services Accounting-$2,769-$2,769
Other Expenses$2,492$103-$2,492
Conferences and Meetings-$763-$763
All Other Expenses$250--$250
Total Functional Expenses$34,188$6,069$0$40,257
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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 11B

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

Filer Name
The Southport Conservancy Inc
EIN
06-1057342
Phone
2032597035
Address
PO BOX 744, SOUTHPORT, CT 06890

Signing Officer

Name
Packer Wilbur
Title
Treasurer
Phone
2032597035
Signed
2020-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Packer Wilbur
Formed
1982
Legal Domicile
Ct
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Knight Rolleri Sheppard Cpas Llp
Address
1499 POST ROAD SUITE 1040, FAIRFIELD, CT 06824
Preparer
John M Rolleri CPA
Phone
2032592727
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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. TO ACHIEVE ITS MISSION, THE CONSERVANCY MAKES PROVISIONS FOR THE FOLLOWING:
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01300728
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01305384
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PARADE EXPENSE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0103
IRS990/OtherExpensesGrp/ProgramServicesAmt08300
IRS990/OtherExpensesGrp/ProgramServicesAmt15287
IRS990/OtherExpensesGrp/ProgramServicesAmt23949
IRS990/OtherExpensesGrp/ProgramServicesAmt32492
IRS990/OtherExpensesGrp/TotalAmt08300
IRS990/OtherExpensesGrp/TotalAmt15287
IRS990/OtherExpensesGrp/TotalAmt24052
IRS990/OtherExpensesGrp/TotalAmt32492
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PACKER WILBUR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0BLESSING OF THE FLEET PARADE. PARADE COINCIDES WITH ANNUAL CEREMONY AT LOWER WHARF PROPERTY IN HISTORIC DISTRICT
IRS990/ProgSrvcAccomActy3Grp/Desc0QUARTERLY NEWSLETTER. EDITORIALS PROVIDE HISTORY OF THE LAND, HOMES AND PEOPLE OF THE VILLAGE OF SOUTHPORT.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033529
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01975
IRS990/PYOtherExpensesAmt092334
IRS990/PYOtherRevenueAmt011220
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-45610
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt092334
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046724
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03113
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011256
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt021410
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0140009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0249993
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09869
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01975
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0891
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0927
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052769
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09869
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01975
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0891
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014530
IRS990ScheduleA/InvestmentIncomeCYPct00.04580
IRS990ScheduleA/InvestmentIncomePYPct00.01770
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95420
IRS990ScheduleA/PublicSupportPY509Pct00.98230
IRS990ScheduleA/PublicSupportTotal509Amt0302762
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033325
IRS990ScheduleA/Total509Grp/TotalAmt0302762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034252
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317292
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0110979
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0356637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0467616
IRS990ScheduleD/LandGrp/BookValueAmt0708564
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0708564
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010957
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010957
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0819543
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MAKES ALL ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01301970
IRS990/TotalAssetsEOYAmt01306626
IRS990/TotalAssetsGrp/BOYAmt01301970
IRS990/TotalAssetsGrp/EOYAmt01306626
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021960
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034188
IRS990/TotalFunctionalExpensesGrp/TotalAmt040257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00

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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits