Civic Intelligence

Southern Madison Heritage Trust Inc

EIN 16-1600505 • 501(c)3 • Hamilton, NY

Profile

Natural resource conservation

PO Box 117Hamilton, NY 13346

www.smht.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-40%

Higher net margin than 14% of similar nonprofits.

NTEE C • <$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

NTEE C • <$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-3.3%

Faster asset growth than 41% of similar nonprofits.

NTEE C • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-66%

Faster revenue growth than 13% of similar nonprofits.

NTEE C • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$166,262

Down $5,672 (-3.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$166,262

Down $5,672 (-3.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$14,359

Down $28,406 (-66%) from 2024

Expenses

Down

$20,031

Down $3,068 (-13%) from 2024

Net Income

Down

-$5,672

Down $25,338 (-129%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$200K$150K$100K$50K$0Assets 2011: $86,723Net Assets 2011: $86,7232011Assets 2012: $79,749Liabilities 2012: $02012Assets 2013: $82,203Net Assets 2013: $82,2032013Assets 2014: $100,315Net Assets 2014: $100,3152014Assets 2015: $94,700Net Assets 2015: $94,7002015Assets 2016: $97,238Net Assets 2016: $97,2382016Assets 2017: $118,056Net Assets 2017: $118,0562017Assets 2018: $121,676Net Assets 2018: $121,6762018Assets 2019: $128,885Net Assets 2019: $128,8852019Assets 2020: $129,960Net Assets 2020: $129,9602020Assets 2021: $145,434Liabilities 2021: $8,007Net Assets 2021: $137,4272021Assets 2022: $146,817Net Assets 2022: $146,8172022Assets 2023: $152,268Net Assets 2023: $152,2682023Assets 2024: $171,934Net Assets 2024: $171,9342024Assets 2025: $166,262Net Assets 2025: $166,2622025

Highlighted filing

2025

Assets$166,262
Liabilities-
Net Assets$166,262
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $11,766Expenses 2011: $6,009Net Income 2011: $5,7572011Revenue 2012: $4,527Expenses 2012: $11,501Net Income 2012: -$6,9742012Revenue 2013: $9,163Expenses 2013: $6,709Net Income 2013: $2,4542013Revenue 2014: $23,251Expenses 2014: $5,139Net Income 2014: $18,1122014Revenue 2015: $12,309Expenses 2015: $17,924Net Income 2015: -$5,6152015Revenue 2016: $8,790Expenses 2016: $6,252Net Income 2016: $2,5382016Revenue 2017: $24,705Expenses 2017: $3,887Net Income 2017: $20,8182017Revenue 2018: $9,460Expenses 2018: $5,840Net Income 2018: $3,6202018Revenue 2019: $12,827Expenses 2019: $5,618Net Income 2019: $7,2092019Revenue 2020: $8,670Expenses 2020: $7,595Net Income 2020: $1,0752020Revenue 2021: $11,577Expenses 2021: $4,110Net Income 2021: $7,4672021Revenue 2022: $15,309Expenses 2022: $5,919Net Income 2022: $9,3902022Revenue 2023: $13,176Expenses 2023: $7,725Net Income 2023: $5,4512023Revenue 2024: $42,765Expenses 2024: $23,099Net Income 2024: $19,6662024Revenue 2025: $14,359Expenses 2025: $20,031Net Income 2025: -$5,6722025

Highlighted filing

2025

Revenue$14,359
Expenses$20,031
Net Income-$5,672
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,262
Liabilities
-
Net assets
$166,262
Revenue
$14,359
Expenses
$20,031
Net income
-$5,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.14$0.20$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.43$0.23$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.13$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.15$0.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.08$1.37$0.12$0.04$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.09$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.25$0.04$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.09$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.12$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.23$0.05$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.82$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.05$0.12$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$0.12$0.06$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$14,359
Mission and Program Overview

Mission

Natural resource conservation

Program Services

DescriptionGrantsExpenses
PERFORMED WETLAND PLANTING (14 ACRES), HONEYSUCKLE REMOVAL AND REPLANTING (5 ACRES), AND RIPARIAN FEEDER CANAL BUFFER PLANTING (1 ACRE) IN SPRING 2023 TO INCREASE THE HABITAT AND FUNCTIONALITY OF THE ON-SITE WETLANDS BY REESTABLISHING A FOREST COVER TYPE THROUGHOUT THE 14 BOTTOMLAND AREA, 5 ACRES OF UPLANDS DOMINATED BY HONEYSUCKLE AND BUCKTHORN, AND 1 ACRE OF RIPARIAN FOREST BUFFER. COST INCLUDES LEGAL AND PROFESSIONAL FEES IN CONNECTION WITH PROCUREMENT OF THE LAND.$0$12,682
PERFORMED GENERAL LANDSCAPING, LAWN CARE ANDMAINTENANCE AT LELAND RESERVE, INCLUDING TRAILCLEAN UP (2-10 VOLUNTEERS) ON 3 OCCASIONS.$0$6,426
HELD AN ANNUAL PICNIC ON 8/22/24 WHICH WAS OPEN TOTHE PUBLIC, OF WHICH APPROXIMATELY 50 PERSONSATTENDED, TO PROMOTE LAND PRESERVATION AWARENESS.$0$923
HOSTED 5 EDUCATIONAL FIELD TRIPS AT THE LELAND LANDRESERVE FOR 55+ STUDENTS FROM THE HAMILTON ANDMADISON CENTRAL SCHOOL DISTRICTS.$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY KLIMANPresident-$0--
DEBBIE KLIMANSecretary-$0--
DEEDE VAN DER MANDELETreasurer-$0--
GREG OWENSVP For Land Conserv-$0--
JOHN NOVAKDirector-$0--
ADAM SCHOONMAKERDirector-$0--
CAROLYN TODDDirector-$0--
THOMAS PARISHDirector-$0--
LAURA COUGHLINDirector-$0--
HARMON HOFFDirector-$0--
MICHAEL LORANTYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southern Madison Heritage Trust Inc
EIN
16-1600505
Phone
3156916041
Address
PO BOX 117, HAMILTON, NY 13346

Signing Officer

Name
Dorothy Van Der Mandele
Title
Treasurer
Phone
3156916041
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Ray & Co Business Services Inc
Address
PO Box 617, Cazenovia, NY 13035
Preparer
Raymond Schwock EA
Phone
3156627121
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Performed wetland planting (14 acres), honeysuckle removal and replanting (5 acres), and riparian feeder canal buffer planting (1 acre) in spring 2023 to increase the habitat and functionality of the on-site wetlands by reestablishing a forest cover type throughout the 14 bottomland area, 5 acres of uplands dominated by honeysuckle and buckthorn, and 1 acre of riparian forest buffer. Cost includes legal and professional fees in connection with procurement of the land.”

Form 990EZ, Part I, Line 16

“Depreciation 0.”

Form 990EZ, Part I, Line 16

“Dues & Subscriptions 454.”

Form 990EZ, Part I, Line 16

“Marketing 819.”

Form 990EZ, Part I, Line 16

“Statutory Filing Fees & Permits 125.”

Raw XML Appendix219 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSTED 5 EDUCATIONAL FIELD TRIPS AT THE LELAND LANDRESERVE FOR 55+ STUDENTS FROM THE HAMILTON ANDMADISON CENTRAL SCHOOL DISTRICTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERFORMED WETLAND PLANTING (14 ACRES), HONEYSUCKLE REMOVAL AND REPLANTING (5 ACRES), AND RIPARIAN FEEDER CANAL BUFFER PLANTING (1 ACRE) IN SPRING 2023 TO INCREASE THE HABITAT AND FUNCTIONALITY OF THE ON-SITE WETLANDS BY REESTABLISHING A FOREST COVER TYPE THROUGHOUT THE 14 BOTTOMLAND AREA, 5 ACRES OF UPLANDS DOMINATED BY HONEYSUCKLE AND BUCKTHORN, AND 1 ACRE OF RIPARIAN FOREST BUFFER. COST INCLUDES LEGAL AND PROFESSIONAL FEES IN CONNECTION WITH PROCUREMENT OF THE LAND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues & Subscriptions 454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Marketing 819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Statutory Filing Fees & Permits 125.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03156916041
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
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ReturnHeader/Filer/EIN0161600505
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ReturnHeader/Filer/USAddress/ZIPCd013346
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161504992
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ray & Co Business Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 617
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cazenovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013035
ReturnHeader/PreparerPersonGrp/PhoneNum03156627121
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Raymond Schwock EA
ReturnHeader/ReturnTs02025-12-22T13:20:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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