Civic Intelligence

Mory'S Preservation Inc

EIN 26-4794593 • 501(c)3 • New Haven, CT

Profile

Founded by volunteers concerned with preservation of the historic mory's clubhouse in new haven, ct.

306 York StreetNew Haven, CT 06511

n/A

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-4.9%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$3,787,154

Up $198,887 (+5.5%) from 2023

Liabilities

Down

$0

Down $2,853 (-100%) from 2023

Net Assets

Up

$3,787,154

Up $201,740 (+5.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Down

$335,674

Down $578,409 (-63%) from 2023

Expenses

Down

$275,534

Down $81,378 (-23%) from 2023

Net Income

Down

$60,140

Down $497,031 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2011: $100,446Liabilities 2011: $473,406Net Assets 2011: -$372,9602011Assets 2019: $2,893,849Liabilities 2019: $302,705Net Assets 2019: $2,591,1442019Assets 2020: $2,808,439Liabilities 2020: $0Net Assets 2020: $2,808,4392020Assets 2021: $3,260,460Liabilities 2021: $0Net Assets 2021: $3,260,4602021Assets 2022: $3,100,245Liabilities 2022: $2,755Net Assets 2022: $3,097,4902022Assets 2023: $3,588,267Liabilities 2023: $2,853Net Assets 2023: $3,585,4142023Assets 2024: $3,787,154Liabilities 2024: $0Net Assets 2024: $3,787,1542024

Highlighted filing

2024

Assets$3,787,154
Liabilities$0
Net Assets$3,787,154
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,005,6462011Revenue 2019: $583,653Expenses 2019: $300,022Net Income 2019: $283,6312019Revenue 2020: $460,745Expenses 2020: $273,238Net Income 2020: $187,5072020Revenue 2021: $127,817Expenses 2021: $324,875Net Income 2021: -$197,0582021Revenue 2022: $146,735Expenses 2022: $225,197Net Income 2022: -$78,4622022Revenue 2023: $914,083Expenses 2023: $356,912Net Income 2023: $557,1712023Revenue 2024: $335,674Expenses 2024: $275,534Net Income 2024: $60,1402024

Highlighted filing

2024

Revenue$335,674
Expenses$275,534
Net Income$60,140
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,787,154
Liabilities
$0
Net assets
$3,787,154
Revenue
$335,674
Expenses
$275,534
Net income
$60,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.34$0.28$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.91$0.36$0.56
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.15$0.23$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.13$0.32$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.46$0.27$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.30$2.59$0.58$0.30$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.47$0.37$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 17, 2025
Return Version
2023v6.0
Gross Receipts
$335,674
Mission and Program Overview

Mission

Founded by volunteers concerned with preservation of the historic mory's clubhouse in new haven, ct.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,569,577$2,711,177▲ $141,600
Savings and Temporary Cash Investments$794,711$813,252▲ $18,541
Other Notes and Loans Receivable, Net$218,395$221,639▲ $3,244
Cash and Non-Interest-Bearing Accounts$3,158$30,787▲ $27,629
Prepaid Expenses and Deferred Charges-$7,864-
Total Assets$3,588,267$3,787,154▲ $198,887
Other Assets Total$2,426$2,435▲ $9
Liabilities
Accounts Payable and Accrued Expenses$2,853--
Total Liabilities$2,853$0▼ $2,853
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,244,166$2,385,766▲ $141,600
Net Assets Without Donor Restrictions$1,341,248$1,401,388▲ $60,140
Total Net Assets Fund Balance$3,585,414$3,787,154▲ $201,740
Total Liabilities and Net Assets / Fund Balance$3,588,267$3,787,154▲ $198,887

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,244,166-▲ $141,600-$2,385,766
2022$2,313,413-▼ $69,247-$2,244,166
2021$2,299,982-▲ $13,431-$2,313,413
2020$1,559,071-▲ $740,911-$2,299,982
2019$1,444,726-▲ $114,345-$1,559,071
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Thomas KetchumPresident
Melanie GinterVice President
Alan PlattusDirector
Basie GitlinDirector
Douglas RaeDirector
John HerzanDirector
Meghan McmahonDirector
Waring PartridgeDirector
Deborah ArmitageTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$233,640
Program Service Revenue
$0
Investment Income
$102,034
Other Revenue
$0
All Other Contributions
$233,640
Change in Net Assets
$60,140

Audited Revenue Reconciliation

Revenue per Audited Statements
$335,674
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$141,600
Total Revenue per Audited Statements
$477,274
Total Revenue per Form 990
$335,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,534
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
Other Expenses$242,426$16,924-$16,924
Fees for Services Accounting-$8,200-$8,200
Insurance-$4,715-$4,715
Office Expenses-$2,341-$2,341
Fees for Services Other-$928-$928
Total Functional Expenses$242,426$33,108$0$275,534

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$275,534
Total Expenses per Audited Statements$275,534
Total Expenses per Form 990$275,534
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
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

“The form 990 will be reviewed by the board before being submitted to the internal revenue service.”

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

“Each year at the october board of directors meeting the conflict of interest policy is circulated and all directors are required to update their statement which is kept on file at the club.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policies or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
MORY'S PRESERVATION INC
EIN
26-4794593
Phone
2035623157
Address
306 YORK STREET, NEW HAVEN, CT 06511

Signing Officer

Name
Deborah Armitage
Title
Treasurer
Phone
2035623157
Signed
2025-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Armitage
Formed
2009
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Supplemental Narrative

Additional Explanations

Part III, Line 1

“Mory's preservation, inc. (the organization") was founded by volunteers concerned with the historic preservation of the mory's clubhouse in new haven, connecticut. The organization is a public charitable organization. Its mission is to preserve and restore the historic mory's clubhouse; the memorabilia, traditions, and history of the clubhouse; and develop and provide educational programs on the same topic. By making grants; the organization supports the preservation of the mory's clubhouse being undertaken by the mory's association, inc.”

Financial Statement Notes

PART V, LINE 4:

“Temporarily restricted, which represent assets restricted by the donor for specific time period or a designated purpose.”

Raw XML Appendix388 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0233640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0799062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0369773
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01479075
IRS990ScheduleA/TotalSupportAmt01985054
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02244166
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02385766
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02313413
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02244166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-69247
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02299982
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02313413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013431
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01559071
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02299982
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0740911
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01444726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01559071
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114345
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0275534
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0141600
IRS990ScheduleD/RevenueNotReportedAmt0141600
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0335674
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEMPORARILY RESTRICTED, WHICH REPRESENT ASSETS RESTRICTED BY THE DONOR FOR SPECIFIC TIME PERIOD OR A DESIGNATED PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0275534
IRS990ScheduleD/TotalRevenuePerForm990Amt0335674
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MORY'S PRESERVATION, INC. (THE ORGANIZATION") WAS FOUNDED BY VOLUNTEERS CONCERNED WITH THE HISTORIC PRESERVATION OF THE MORY'S CLUBHOUSE IN NEW HAVEN, CONNECTICUT. THE ORGANIZATION IS A PUBLIC CHARITABLE ORGANIZATION. ITS MISSION IS TO PRESERVE AND RESTORE THE HISTORIC MORY'S CLUBHOUSE; THE MEMORABILIA, TRADITIONS, AND HISTORY OF THE CLUBHOUSE; AND DEVELOP AND PROVIDE EDUCATIONAL PROGRAMS ON THE SAME TOPIC. BY MAKING GRANTS; THE ORGANIZATION SUPPORTS THE PRESERVATION OF THE MORY'S CLUBHOUSE BEING UNDERTAKEN BY THE MORY'S ASSOCIATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED BY THE BOARD BEFORE BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR AT THE OCTOBER BOARD OF DIRECTORS MEETING THE CONFLICT OF INTEREST POLICY IS CIRCULATED AND ALL DIRECTORS ARE REQUIRED TO UPDATE THEIR STATEMENT WHICH IS KEPT ON FILE AT THE CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TotalAssetsBOYAmt03588267
IRS990/TotalAssetsEOYAmt03787154
IRS990/TotalAssetsGrp/BOYAmt03588267
IRS990/TotalAssetsGrp/EOYAmt03787154
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0233640
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033108
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0242426
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275534
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02853
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02853
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03585414
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0102034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0306 YORK STREET
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006511
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH ARMITAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02035623157
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORY'S PRESERVATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MORY
ReturnHeader/Filer/EIN0264794593
ReturnHeader/Filer/PhoneNum02035623157
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 YORK STREET
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER LAZZARUOLO
ReturnHeader/ReturnTs02025-03-17T12:25:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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