Civic Intelligence

The Southampton Colonial Society

EIN 11-6027807 • 501(c)3 • Southampton, NY

Profile

To preserve the historical heritage of the town of southampton.

PO Box 303Southampton, NY 11969

southamptonhistoricalmuseum.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.09x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$121,692

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.5%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,512,028

Up $66,013 (+1.5%) from 2023

Liabilities

Up

$65,147

Up $60,787 (+1394%) from 2023

Net Assets

Up

$4,446,881

Up $5,226 (+0.1%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin12th percentile

Revenue

Down

$689,034

Down $92,030 (-12%) from 2023

Expenses

Up

$868,071

Up $200,974 (+30%) from 2023

Net Income

Down

-$179,037

Down $293,004 (-257%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,930,858Liabilities 2010: $6,865Net Assets 2010: $3,923,9932010Assets 2011: $3,953,559Liabilities 2011: $17,481Net Assets 2011: $3,936,0782011Assets 2012: $4,295,299Liabilities 2012: $21,586Net Assets 2012: $4,273,7132012Assets 2013: $4,533,635Liabilities 2013: $9,364Net Assets 2013: $4,524,2712013Assets 2014: $4,546,711Liabilities 2014: $9,791Net Assets 2014: $4,536,9202014Assets 2015: $3,106,345Liabilities 2015: $5,623Net Assets 2015: $3,100,7222015Assets 2016: $3,353,598Liabilities 2016: $12,936Net Assets 2016: $3,340,6622016Assets 2017: $3,584,294Liabilities 2017: $4,339Net Assets 2017: $3,579,9552017Assets 2018: $3,394,951Liabilities 2018: $7,128Net Assets 2018: $3,387,8232018Assets 2019: $3,750,790Liabilities 2019: $19,365Net Assets 2019: $3,731,4252019Assets 2020: $4,063,137Liabilities 2020: $6,868Net Assets 2020: $4,056,2692020Assets 2021: $4,338,831Liabilities 2021: $623Net Assets 2021: $4,338,2082021Assets 2022: $4,121,666Liabilities 2022: $20,346Net Assets 2022: $4,101,3202022Assets 2023: $4,446,015Liabilities 2023: $4,360Net Assets 2023: $4,441,6552023Assets 2024: $4,512,028Liabilities 2024: $65,147Net Assets 2024: $4,446,8812024

Highlighted filing

2024

Assets$4,512,028
Liabilities$65,147
Net Assets$4,446,881
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $275,2412010Expenses 2011: $302,3652011Expenses 2012: $293,1082012Revenue 2013: $466,685Expenses 2013: $348,680Net Income 2013: $118,0052013Revenue 2014: $391,560Expenses 2014: $369,694Net Income 2014: $21,8662014Revenue 2015: -$890,338Expenses 2015: $458,703Net Income 2015: -$1,349,0412015Revenue 2016: $758,671Expenses 2016: $535,649Net Income 2016: $223,0222016Revenue 2017: $564,316Expenses 2017: $485,908Net Income 2017: $78,4082017Revenue 2018: $603,948Expenses 2018: $550,264Net Income 2018: $53,6842018Revenue 2019: $612,391Expenses 2019: $612,117Net Income 2019: $2742019Revenue 2020: $716,784Expenses 2020: $573,679Net Income 2020: $143,1052020Revenue 2021: $1,054,191Expenses 2021: $666,798Net Income 2021: $387,3932021Revenue 2022: $829,057Expenses 2022: $657,081Net Income 2022: $171,9762022Revenue 2023: $781,064Expenses 2023: $667,097Net Income 2023: $113,9672023Revenue 2024: $689,034Expenses 2024: $868,071Net Income 2024: -$179,0372024

Highlighted filing

2024

Revenue$689,034
Expenses$868,071
Net Income-$179,037
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,512,028
Liabilities
$65,147
Net assets
$4,446,881
Revenue
$689,034
Expenses
$868,071
Net income
-$179,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.07$4.45$0.69$0.87$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.44$0.78$0.67$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.02$4.10$0.83$0.66$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$1.05$0.67$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.01$4.06$0.72$0.57$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.02$3.73$0.61$0.61$0.00
2018Summary only. Only limited summary data is available for this year.$3.39$0.01$3.39$0.60$0.55$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.00$3.58$0.56$0.49$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.01$3.34$0.76$0.54$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.01$3.10$0.89$0.46$1.35
2014Detailed filing. Detailed filing data is available for this year.$4.55$0.01$4.54$0.39$0.37$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.53$0.01$4.52$0.47$0.35$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.02$4.27$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.02$3.94$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.01$3.92$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$808,365
Mission and Program Overview

Mission

To preserve the historical heritage of the town of southampton.

The southampton history museum preserves and promotes the history and culture of southampton by engaging diverse audiences in our shared heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,500,604$2,856,037▲ $355,433
Land, Buildings, and Equipment, Net$1,325,987$1,248,952▼ $77,035
Savings and Temporary Cash Investments$385,110$174,697▼ $210,413
Cash and Non-Interest-Bearing Accounts$124,019$110,779▼ $13,240
Accounts Receivable$33,743$36,783▲ $3,040
Prepaid Expenses and Deferred Charges$10,723$18,951▲ $8,228
Total Assets$4,446,015$4,512,028▲ $66,013
Other Assets Total$65,829$65,829→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,032$64,768▲ $61,736
Other Liabilities$1,328$379▼ $949
Total Liabilities$4,360$65,147▲ $60,787
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,427,567$4,413,228▼ $14,339
Net Assets With Donor Restrictions$14,088$33,653▲ $19,565
Total Net Assets Fund Balance$4,441,655$4,446,881▲ $5,226
Total Liabilities and Net Assets / Fund Balance$4,446,015$4,512,028▲ $66,013

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$836,601$396,025$1,232,626
Buildings$404,540$242,466$647,006
Equipment$7,811$30,565$38,376
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sarah KautzExecutive DiFT$121,692$121,692

Board Members and Trustees

NameTitle
Averitt ButtryPresident
Silas MarderSecretary
Gerald AdamsTreasurer
Edward MoneypennyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$449,018
Program Service Revenue
$25,682
Investment Income
$91,583
Other Revenue
$122,751
All Other Contributions
$408,060
Change in Net Assets
$-179,037

Audited Revenue Reconciliation

Revenue per Audited Statements
$578,034
Revenue Not Reported on Financial Statements
$111,000
Revenue Not Reported on Form 990
$184,263
Total Revenue per Audited Statements
$762,297
Total Revenue per Form 990
$689,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$441,416
Other Expenses$426,655
Total Fundraising Expense$162,631
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,999$73,403$64,361$282,763
Current Officers, Directors, Trustees, and Key Employees$36,508$12,169$73,015$121,692
Depreciation Depletion$77,032--$77,032
Fees for Services Legal-$64,071-$64,071
Insurance$58,276$2,480$1,240$61,996
Payroll Taxes$16,587$7,820$12,554$36,961
Fees for Services Other-$33,201-$33,201
All Other Expenses$19,784$2,055$2,109$23,948
Other Expenses$22,387$27,322-$22,387
Office Expenses$6,964$7,977$6,961$21,902
Fees for Services Accounting-$14,300-$14,300
Advertising$2,391-$2,391$4,782
Total Functional Expenses$460,642$244,798$162,631$868,071

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$868,071
Expenses per Audited Statements$757,071
Total Expenses per Audited Statements$757,071
Expenses Not Reported on Financial Statements$111,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$217,075
Fundraising Direct Expenses$106,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Halsey House Ga$157,525$157,525$75,429$82,096
Insiders View$59,550$59,550$11,475$48,075
Total Events$217,075$217,075$106,469$110,606
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$379
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, Page 6, Part VI, Line 11B

“Reviewed and approved by the audit and finance committee chairman, after his review with accountants.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is consistantly discussed within the executive committee. As well, all volunteers and employees are given a code of conduct contract which they must read and sign.”

Form 990, Page 6, Part VI, Line 15A

“The compensation of the executive director is determined by the executive committee and is comparable to compensation for similar positions in the area.”

Form 990, Page 6, Part VI, Line 19

“Avaliable on request at organization office.”

Filing and Contact Details

Filer

Filer Name
Southampton History Museum
EIN
11-6027807
Phone
6312832494
Address
PO BOX 303, SOUTHAMPTON, NY 11969

Signing Officer

Name
Gerald Adams
Title
Treasurer
Phone
6312832494
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Kautz
Formed
1910
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
110

Preparer

Firm
JONES LITTLE & CO CPA'S LLP
Address
186 WEST MONTAUK HIGHWAY SUITE D3, HAMPTON BAYS, NY 11946-2347
Preparer
Kathleen Galway CPA
Phone
6317284020
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“The museum's collections are made up of artifacts of historical significance and art objects that are held for educational and curatorial purposes. Each of the items in the collection is cataloged, preserved and cared for. The collections, which were acquired through purchases and contributions since the museum's inception, are recognized as assets on the statement of financial position. The museum in 2003, adopted the policy to capitalize its collections of works of art, historical treasures or similar asstes, that are (a) helod for public exhibition, education or research in the furtherance of public service rather than finacial gain, (b)protected, cared for and preserved, and (c)subject to an organizational policy that requires the proceeds of items that are sold to be used to acquire other items for the collection.”

Schedule D, Page 2, Part III, Line 4

“The collection resides in a museum, a library, and a research center containing historical documents from the local area, period furniture and other artifacts. The halsey house, owned by the museum, is the oldest house remaining in new york state. Also, the museum owns the first landing site of the settlers in new york, known as conscience point.”

Schedule D, Page 3, Part X

“The museum has been classified by the internal revenue service as a publicly supported tax-exempt charity pursuant to irc section 501(c)(3) and as a not-for-profit corporation under the laws of new york state. Accordingly, no provisions for federal or state income tax is required. The organization's tax returns for 2021 and forward are subject to the usual review by the appropriate taxing authorities.”

Raw XML AppendixShowing 400 of 448 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03032
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt064768
IRS990/AccountsReceivableGrp/BOYAmt033743
IRS990/AccountsReceivableGrp/EOYAmt036783
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE SOUTHAMPTON HISTORY MUSEUM PRESERVES AND PROMOTES THE HISTORY AND CULTURE OF SOUTHAMPTON BY ENGAGING DIVERSE AUDIENCES IN OUR SHARED HERITAGE.
IRS990/AdvertisingGrp/FundraisingAmt02391
IRS990/AdvertisingGrp/ProgramServicesAmt02391
IRS990/AdvertisingGrp/TotalAmt04782
IRS990/AllOtherContributionsAmt0408060
IRS990/AllOtherExpensesGrp/FundraisingAmt02109
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02055
IRS990/AllOtherExpensesGrp/ProgramServicesAmt019784
IRS990/AllOtherExpensesGrp/TotalAmt023948
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0GERALD ADAMS
IRS990/BooksInCareOfDetail/PhoneNum06312832494
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 303
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHAMPTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011969
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0124019
IRS990/CashNonInterestBearingGrp/EOYAmt0110779
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt073015
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012169
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt036508
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0121692
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt012862
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0449018
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt091583
IRS990/CYOtherExpensesAmt0426655
IRS990/CYOtherRevenueAmt0122751
IRS990/CYProgramServiceRevenueAmt025682
IRS990/CYRevenuesLessExpensesAmt0-179037
IRS990/CYSalariesCompEmpBnftPaidAmt0441416
IRS990/CYTotalExpensesAmt0868071
IRS990/CYTotalFundraisingExpenseAmt0162631
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0689034
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt077032
IRS990/DepreciationDepletionGrp/TotalAmt077032
IRS990/Desc0PRESERVATION AND PROMOTION OF THE HISTORY AND CULTURE OF SOUTHAMPTON BY ENGAGING DIVERSE AUDIENCES IN OUR SHARED HERITAGE THROUGH THE MAINTAINING OF MUSEUMS AND THEIR HISTORICAL ARTIFACTS, AS WELL AS THE EDUCATION OF THE PUBLIC ABOUT THESE SITES AND ITEMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt014088
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt033653
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0400237
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014300
IRS990/FeesForServicesAccountingGrp/TotalAmt014300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt064071
IRS990/FeesForServicesLegalGrp/TotalAmt064071
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt033201
IRS990/FeesForServicesOtherGrp/TotalAmt033201
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH KAUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1GERALD ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2AVERITT BUTTRY
IRS990/Form990PartVIISectionAGrp/PersonNm3SILAS MARDER
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD MONEYPENNY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0121692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01910
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0106469
IRS990/FundraisingGrossIncomeAmt0217075
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt034863
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0808365
IRS990/GrossSalesOfInventoryAmt025007
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01240
IRS990/InsuranceGrp/ManagementAndGeneralAmt02480
IRS990/InsuranceGrp/ProgramServicesAmt058276
IRS990/InsuranceGrp/TotalAmt061996
IRS990/InvestmentIncomeGrp/ExclusionAmt091583
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091583
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02500604
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02856037
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0669056
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01325987
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01248952
IRS990/LandBldgEquipCostOrOtherBssAmt01918008
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt06095
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE SOUTHAMPTON HISTORY MUSEUM PRESERVES AND PROMOTES THE HISTORY AND CULTURE OF SOUTHAMPTON BY ENGAGING DIVERSE AUDIENCES IN OUR SHARED HERITAGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04441655
IRS990/NetAssetsOrFundBalancesEOYAmt04446881
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0110606
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt012145
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt012145
IRS990/NetUnrlzdGainsLossesInvstAmt0184263
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04427567
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04413228
IRS990/NoncashContributionsAmt019565
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt06961
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07977
IRS990/OfficeExpensesGrp/ProgramServicesAmt06964
IRS990/OfficeExpensesGrp/TotalAmt021902
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt065829
IRS990/OtherAssetsTotalGrp/EOYAmt065829
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2FEES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE OF HALSEY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027322
IRS990/OtherExpensesGrp/ProgramServicesAmt038018
IRS990/OtherExpensesGrp/ProgramServicesAmt137696
IRS990/OtherExpensesGrp/ProgramServicesAmt222387
IRS990/OtherExpensesGrp/TotalAmt038018
IRS990/OtherExpensesGrp/TotalAmt137696
IRS990/OtherExpensesGrp/TotalAmt227322
IRS990/OtherExpensesGrp/TotalAmt322387
IRS990/OtherLiabilitiesGrp/BOYAmt01328
IRS990/OtherLiabilitiesGrp/EOYAmt0379
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt064361
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073403
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0144999
IRS990/OtherSalariesAndWagesGrp/TotalAmt0282763
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt012554
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07820
IRS990/PayrollTaxesGrp/ProgramServicesAmt016587
IRS990/PayrollTaxesGrp/TotalAmt036961
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010723
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018951
IRS990/PrincipalOfficerNm0SARAH KAUTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022634
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13048
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt038018
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03048
IRS990/ProgSrvcAccomActy3Grp/Desc0MAINTENANCE OF HALSEY HOUSE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022387
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0714659
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt086758
IRS990/PYOtherExpensesAmt0294571
IRS990/PYOtherRevenueAmt0-23869
IRS990/PYProgramServiceRevenueAmt03516
IRS990/PYRevenuesLessExpensesAmt0113967
IRS990/PYSalariesCompEmpBnftPaidAmt0372526
IRS990/PYTotalExpensesAmt0667097
IRS990/PYTotalRevenueAmt0781064
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-179037
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012145
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0385110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0174697
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0156,800
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PROPERTY RENTAL INCOME
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0449018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0714659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0866836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0725616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0421302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03177431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt091583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt080048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt064688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0358411
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0267764
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033230
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt021425
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt074270
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt027875
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0156800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86050
IRS990ScheduleA/PublicSupportPY170Pct00.85410
IRS990ScheduleA/PublicSupportTotal170Amt03177431
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0449018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0714659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0866836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0725616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0421302
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03177431
IRS990ScheduleA/TotalSupportAmt03692642
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt065829
IRS990ScheduleD/BuildingsGrp/BookValueAmt0404540
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0242466
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0647006
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt07811
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030565
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038376
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0111000
IRS990ScheduleD/ExpensesSubtotalAmt0757071
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0111000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0111000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0184263
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0836601
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0396025
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01232626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0184263
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0111000
IRS990ScheduleD/RevenueSubtotalAmt0578034
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IN THE COLLECTION IS CATALOGED, PRESERVED AND CARED FOR. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THE MUSEUM IN 2003, ADOPTED THE POLICY TO CAPITALIZE ITS COLLECTIONS OF WORKS OF ART, HISTORICAL TREASURES OR SIMILAR ASSTES, THAT ARE (A) HELOD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN THE FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINACIAL GAIN, (B)PROTECTED, CARED FOR AND PRESERVED, AND (C)SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS OF ITEMS THAT ARE SOLD TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE COLLECTION RESIDES IN A MUSEUM, A LIBRARY, AND A RESEARCH CENTER CONTAINING HISTORICAL DOCUMENTS FROM THE LOCAL AREA, PERIOD FURNITURE AND OTHER ARTIFACTS. THE HALSEY HOUSE, OWNED BY THE MUSEUM, IS THE OLDEST HOUSE REMAINING IN NEW YORK STATE. ALSO, THE MUSEUM OWNS THE FIRST LANDING SITE OF THE SETTLERS IN NEW YORK, KNOWN AS CONSCIENCE POINT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE MUSEUM HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PUBLICLY SUPPORTED TAX-EXEMPT CHARITY PURSUANT TO IRC SECTION 501(C)(3) AND AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF NEW YORK STATE. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAX IS REQUIRED. THE ORGANIZATION'S TAX RETURNS FOR 2021 AND FORWARD ARE SUBJECT TO THE USUAL REVIEW BY THE APPROPRIATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01248952
IRS990ScheduleD/TotalExpensesPerForm990Amt0868071
IRS990ScheduleD/TotalLiabilityAmt0379
IRS990ScheduleD/TotalRevenuePerForm990Amt0689034
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0762297
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0757071
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0106469
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HALSEY HOUSE GA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0INSIDERS VIEW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0157525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt059550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0217075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0157525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt059550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0217075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0110606
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt019565
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt019565
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt086904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt075429
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011475
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AND APPROVED BY THE AUDIT AND FINANCE COMMITTEE CHAIRMAN, AFTER HIS REVIEW WITH ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS CONSISTANTLY DISCUSSED WITHIN THE EXECUTIVE COMMITTEE. AS WELL, ALL VOLUNTEERS AND EMPLOYEES ARE GIVEN A CODE OF CONDUCT CONTRACT WHICH THEY MUST READ AND SIGN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE AND IS COMPARABLE TO COMPENSATION FOR SIMILAR POSITIONS IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVALIABLE ON REQUEST AT ORGANIZATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04446015
IRS990/TotalAssetsEOYAmt04512028
IRS990/TotalAssetsGrp/BOYAmt04446015
IRS990/TotalAssetsGrp/EOYAmt04512028
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0449018
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0162631
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0244798
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0460642
IRS990/TotalFunctionalExpensesGrp/TotalAmt0868071
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04360
IRS990/TotalLiabilitiesEOYAmt065147
IRS990/TotalLiabilitiesGrp/BOYAmt04360
IRS990/TotalLiabilitiesGrp/EOYAmt065147
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04441655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04446881
IRS990/TotalProgramServiceExpensesAmt0460642
IRS990/TotalProgramServiceRevenueAmt025682

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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