Civic Intelligence

Eagle Hill - Southport School Inc

EIN 06-1135389 • 501(c)3 • Southport, CT

Profile

The mission of eagle hill - southport school, inc. Is to provide transformative educational experiences that have lifelong impact on our students as well as thought leadership that engages the learning differences community.

214 Main StreetSouthport, CT 06890

www.southportschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.41x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.83x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

34th percentile

-0.4%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$537,716

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

47th percentile

3.3%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,409,421

Up $690,574 (+3.3%) from 2023

Liabilities

Down

$8,757,811

Down $78,962 (-0.9%) from 2023

Net Assets

Up

$12,651,610

Up $769,536 (+6.5%) from 2023

Revenue

Up

$10,559,643

Up $1,098,796 (+12%) from 2023

Expenses

Up

$10,601,694

Up $1,364,674 (+15%) from 2023

Net Income

Down

-$42,051

Down $265,878 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $11,544,950Liabilities 2011: $4,436,147Net Assets 2011: $7,108,8032011Assets 2012: $11,541,723Liabilities 2012: $4,793,205Net Assets 2012: $6,748,5182012Assets 2013: $11,540,264Liabilities 2013: $5,112,118Net Assets 2013: $6,428,1462013Assets 2014: $12,246,677Liabilities 2014: $5,911,769Net Assets 2014: $6,334,9082014Assets 2015: $12,219,808Liabilities 2015: $6,311,571Net Assets 2015: $5,908,2372015Assets 2016: $12,834,333Liabilities 2016: $7,064,001Net Assets 2016: $5,770,3322016Assets 2017: $14,770,790Liabilities 2017: $7,390,083Net Assets 2017: $7,380,7072017Assets 2018: $16,361,131Liabilities 2018: $7,723,372Net Assets 2018: $8,637,7592018Assets 2019: $17,425,679Liabilities 2019: $8,458,344Net Assets 2019: $8,967,3352019Assets 2020: $19,548,655Liabilities 2020: $8,830,807Net Assets 2020: $10,717,8482020Assets 2021: $21,403,131Liabilities 2021: $9,262,338Net Assets 2021: $12,140,7932021Assets 2022: $20,559,212Liabilities 2022: $9,395,466Net Assets 2022: $11,163,7462022Assets 2023: $20,718,847Liabilities 2023: $8,836,773Net Assets 2023: $11,882,0742023Assets 2024: $21,409,421Liabilities 2024: $8,757,811Net Assets 2024: $12,651,6102024

Highlighted filing

2024

Assets$21,409,421
Liabilities$8,757,811
Net Assets$12,651,610

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,851,8742011Expenses 2012: $5,026,7242012Revenue 2013: $5,092,988Expenses 2013: $5,342,568Net Income 2013: -$249,5802013Revenue 2014: $5,461,984Expenses 2014: $5,285,599Net Income 2014: $176,3852014Revenue 2015: $5,718,269Expenses 2015: $5,638,386Net Income 2015: $79,8832015Revenue 2016: $5,660,179Expenses 2016: $5,717,860Net Income 2016: -$57,6812016Revenue 2017: $7,000,398Expenses 2017: $6,001,904Net Income 2017: $998,4942017Revenue 2018: $7,002,765Expenses 2018: $6,463,264Net Income 2018: $539,5012018Revenue 2019: $7,857,375Expenses 2019: $6,956,050Net Income 2019: $901,3252019Revenue 2020: $8,346,841Expenses 2020: $7,259,964Net Income 2020: $1,086,8772020Revenue 2021: $8,125,780Expenses 2021: $7,649,245Net Income 2021: $476,5352021Revenue 2022: $9,881,411Expenses 2022: $8,430,285Net Income 2022: $1,451,1262022Revenue 2023: $9,460,847Expenses 2023: $9,237,020Net Income 2023: $223,8272023Revenue 2024: $10,559,643Expenses 2024: $10,601,694Net Income 2024: -$42,0512024

Highlighted filing

2024

Revenue$10,559,643
Expenses$10,601,694
Net Income-$42,051

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$8.76$12.7$10.6$10.6$0.04
2023Detailed filing. Detailed filing data is available for this year.$20.7$8.84$11.9$9.46$9.24$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$9.40$11.2$9.88$8.43$1.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$9.26$12.1$8.13$7.65$0.48
2020Detailed filing. Detailed filing data is available for this year.$19.5$8.83$10.7$8.35$7.26$1.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$8.46$8.97$7.86$6.96$0.90
2018Summary only. Only limited summary data is available for this year.$16.4$7.72$8.64$7.00$6.46$0.54
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$7.39$7.38$7.00$6.00$1.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$7.06$5.77$5.66$5.72$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$6.31$5.91$5.72$5.64$0.08
2014Detailed filing. Detailed filing data is available for this year.$12.2$5.91$6.33$5.46$5.29$0.18
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.5$5.11$6.43$5.09$5.34$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$4.79$6.75$5.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$4.44$7.11$4.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 12, 2025
Return Version
2023v6.0
Gross Receipts
$11,913,134
Mission and Program Overview

Mission

The mission of the southport school, inc. Is to provide transformative educational experiences that have lifelong impact on our students as well as thought leadership that engages the learning differences community.

The mission of the southport school, inc. Is to provide transformative educational experiences that have lifelong impact on our students, as well as thought leadership that engages the learning differences community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,556,382$8,519,679▼ $36,703
Investments in Publicly Traded Securities$5,511,143$6,282,291▲ $771,148
Accounts Receivable$3,741,762$3,637,854▼ $103,908
Investments Other Securities$1,420,081$1,270,847▼ $149,234
Savings and Temporary Cash Investments$1,083,603$1,193,232▲ $109,629
Cash and Non-Interest-Bearing Accounts$135,364$244,791▲ $109,427
Prepaid Expenses and Deferred Charges$83,760$88,375▲ $4,615
Total Assets$20,718,847$21,409,421▲ $690,574
Other Assets Total$186,752$172,352▼ $14,400
Liabilities
Deferred Revenue$8,387,453$8,263,830▼ $123,623
Accounts Payable and Accrued Expenses$420,611$476,669▲ $56,058
Other Liabilities$28,709$17,312▼ $11,397
Total Liabilities$8,836,773$8,757,811▼ $78,962
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,404,965$7,601,601▲ $196,636
Net Assets With Donor Restrictions$4,477,109$5,050,009▲ $572,900
Total Net Assets Fund Balance$11,882,074$12,651,610▲ $769,536
Total Liabilities and Net Assets / Fund Balance$20,718,847$21,409,421▲ $690,574

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,696,496$2,248,498$4,944,994
Leasehold Improvements$2,826,459$1,192,465$4,018,924
Land$2,405,500-$2,405,500
Equipment$432,903$466,413$899,316
Other Land Buildings$158,321$95,719$254,040
Other Securities$1,270,847--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,067,732$4,567▲ $838,074$249,976$6,660,397
2022$5,737,768$7,787▲ $573,289$196,282$6,067,730
2021$6,833,191$11,315▼ $858,295$183,473$5,737,768
2020$6,243,011$2,774▲ $825,431$180,638$6,833,191
2019$5,900,550$7,949▲ $566,172$231,660$6,243,011
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin PowersExecutive DirectorFT$411,125$126,591$537,716
Margaret MacariChief Financial OfficerFT$196,914$32,931$229,845
Jeffrey RuggieroAssociate Head of School for AcademicsFT$170,656$48,863$219,519
Jeffrey RuggieroAssociate Head of School for Academi-$170,656$48,863$219,519
Hallie BuckinghamAssociate Head of School for Student EngagementFT$152,879$41,916$194,795
Hallie BuckinghamAssociate Head of School for Student-$152,879$41,916$194,795
Kathleen GallagherAssociate Head of School for AdministrationFT$151,700$41,469$193,169
Kathleen GallagherAssociate Head of School for Adminis-$151,700$41,469$193,169
Theresa CollinsDirector, Orton-gillingham Academy TrainingFT$140,937$33,131$174,068
Theresa CollinsDirector, Orton-gillingham Academy T-$140,937$33,131$174,068
Mario FialloDirector of FacilitiesFT$132,008$31,656$163,664

Board Members and Trustees

NameTitle
Virginia CargillChair
Bob DisabatoFinance Chair
Jim BradleyVice Chair & Treasurer
Adam MoccioloDirector
Amy WatsonDirector
Colleen BrandonDirector
David HoltzeDirector
Dick FergusonDirector
Ellen BoyleDirector
George Clark JrDirector
Jill PengueDirector
Jim VoseDirector
Karen JeffersDirector
Mark ConnellyDirector
Nat MundyDirector
Paul QuinseeDirector
Sue RobertsDirector
Susan Smith EllisDirector
T Hoffman JrDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$860,630
Program Service Revenue
$9,307,213
Investment Income
$189,798
Other Revenue
$202,002
All Other Contributions
$860,630
Change in Net Assets
$-42,051

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,927,467
Revenue Not Reported on Financial Statements
$632,176
Revenue Not Reported on Form 990
$860,885
Other Revenue Adjustments
$597,855
Total Revenue per Audited Statements
$10,788,352
Total Revenue per Form 990
$10,559,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,492,898
Other Expenses$2,510,941
Grants and Similar Amounts Paid$597,855
Total Fundraising Expense$225,426
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,861,833$1,444,100$128,614$5,434,547
Current Officers, Directors, Trustees, and Key Employees$499,235$186,685$16,627$702,547
Grants to Domestic Individuals$597,855--$597,855
Other Employee Benefits$419,457$118,576$12,771$550,804
Payroll Taxes$328,177$94,981$10,257$433,415
Depreciation Depletion$324,793$49,645$4,259$378,697
Pension Plan Contributions$282,975$79,994$8,616$371,585
Occupancy$245,328$33,136$9,040$287,504
Fees for Services Other$228,419$23,842$5,960$258,221
All Other Expenses$175,383$21,152$6,162$202,697
Advertising$20,846$151,728$10,925$183,499
Insurance$148,024$15,658$3,915$167,597
Office Expenses$141,694$12,432$3,210$157,336
Fees for Services Accounting$73,009$7,620$1,905$82,534
Other Expenses$75,707$25,322$167$75,707
Information Technology$64,794$6,914$1,729$73,437
Travel$43,851$5,545$597$49,993
Fees for Service Investment Mgmnt Fees-$34,321-$34,321
Fees for Services Legal$25,756$2,688$672$29,116
Total Functional Expenses$8,061,260$2,315,008$225,426$10,601,694

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,601,694
Total Expenses per Audited Statements$10,018,816
Expenses per Audited Statements$9,969,518
Expenses Not Reported on Financial Statements$632,176
Other Expense Adjustments$597,855
Expenses Not Reported on Form 990$49,298
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$133,033
Fundraising Direct Expenses$26,464
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Benefit$133,033$133,033-$133,033
Total Events$133,033$133,033$26,464$106,569
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$17,312
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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

The form 990 is reviewed by the school's chief financial officer, then distributed to the audit committee & the full board for their review prior to filing.

Form 990, Part VI, Section B, Line 12C

The school, its directors and officers shall at all times take such steps as are necessary to ensure no conflict of interest exists or occurs between any director or officer of the school and the school or its interests. Any director who has any interest, directly or indirectly, in any entity that contracts with or otherwise serves the school shall be disqualified from voting with regard to such relationship or otherwise acting in any official capacity on behalf of the school in connection with such relationship.

Form 990, Part VI, Section B, Line 15A

The executive director's compensation is reviewed annually by the chair of the board of directors with the assistance of the executive committee. Comparable compensation data is considered during the review, including salary data from prior years' form 990, nais benchmark data, and the annual fairchester survey of administrative salaries. A recommendation is then provided for the approval of the full board. Similarly, compensation of all employees, including officers, are reviewed by the executive director in conjunction with comparable salary data derived from the annual fairchester survey of administrative salaries, the annual fairchester survey of schools and data supplied by the fairfield teachers agency regarding compensation at schools.

Form 990, Part VI, Section C, Line 19

The school's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Southport School Inc
EIN
06-1135389
Phone
2032542044
Address
214 MAIN STREET, SOUTHPORT, CT 06890

Signing Officer

Name
Benjamin Powers
Title
Executive Director
Phone
2032542044
Signed
2025-06-12

Organization Details

Principal Officer
Benjamin Powers
Formed
1985
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
19
Employees
64
Volunteers
19

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6 RESEARCH DRIVE 450, SHELTON, CT 06484
Preparer
Sandra D Callanan CPA
Phone
2033665876
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The audit committee of the board of directors is responsible for selection of the independent accountant and oversight of the audit. This process has not changed from prior years.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses net with revenue on the 990

PART XI, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses net with revenue on the 990

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID

Raw XML AppendixShowing 400 of 823 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0THE MISSION OF THE SOUTHPORT SCHOOL, INC. IS TO PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT HAVE LIFELONG IMPACT ON OUR STUDENTS, AS WELL AS THOUGHT LEADERSHIP THAT ENGAGES THE LEARNING DIFFERENCES COMMUNITY.
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IRS990/Desc0THE SOUTHPORT SCHOOL PROVIDES A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS IN SECOND THROUGH EIGTH GRADE. ENROLLMENT TOTALED APPROXIMATELY 124 STUDENTS DURING THE SCHOOL YEAR.
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IRS990/Form990PartVIISectionAGrp/PersonNm3COLLEEN BRANDON
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLEN BOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE CLARK JR
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK CONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm7DICK FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID HOLTZE
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN JEFFERS
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IRS990/Form990PartVIISectionAGrp/PersonNm12JILL PENGUE
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL QUINSEE
IRS990/Form990PartVIISectionAGrp/PersonNm14SUE ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm15SUSAN SMITH ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM VOSE
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm18T HOFFMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm19BENJAMIN POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm20MARGARET MACARI
IRS990/Form990PartVIISectionAGrp/PersonNm21JEFFREY RUGGIERO
IRS990/Form990PartVIISectionAGrp/PersonNm22HALLIE BUCKINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm23THERESA COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm24KATHLEEN GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm25MARIO FIALLO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOCIATE HEAD OF SCHOOL FOR ACADEMICS
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOCIATE HEAD OF SCHOOL FOR STUDENT ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR, ORTON-GILLINGHAM ACADEMY TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSOCIATE HEAD OF SCHOOL FOR ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF FACILITIES
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IRS990/MissionDesc0THE MISSION OF THE SOUTHPORT SCHOOL, INC. IS TO PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT HAVE LIFELONG IMPACT ON OUR STUDENTS, AS WELL AS THOUGHT LEADERSHIP THAT ENGAGES THE LEARNING DIFFERENCES COMMUNITY.
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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