Civic Intelligence

Winous Point Marsh Conservancy

990 • Fiscal year 2018 • EIN 34-1900372

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

3500 S Lattimore RoadPort Clinton, OH 43452

(419) 732-3168

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$121,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

1.0%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

40%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,359,624

Up $33,227 (+1.0%) from 2017

Net Assets

Up

$3,354,043

Up $34,984 (+1.1%) from 2017

Liabilities

Down

$5,581

Down $1,757 (-24%) from 2017

Revenue

Up

$1,238,102

Up $351,581 (+40%) from 2017

Expenses

Up

$1,203,118

Up $462,989 (+63%) from 2017

Net Income

Down

$34,984

Down $111,408 (-76%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $580,376Liabilities 2010: $174,863Net Assets 2010: $405,5132010Assets 2011: $829,648Liabilities 2011: $129,783Net Assets 2011: $699,8652011Assets 2012: $673,881Liabilities 2012: $122,166Net Assets 2012: $551,7152012Assets 2013: $835,510Liabilities 2013: $3,643Net Assets 2013: $831,8672013Assets 2014: $917,013Liabilities 2014: $5,749Net Assets 2014: $911,2642014Assets 2015: $971,076Liabilities 2015: $7,676Net Assets 2015: $963,4002015Assets 2016: $3,180,043Liabilities 2016: $7,376Net Assets 2016: $3,172,6672016Assets 2017: $3,326,397Liabilities 2017: $7,338Net Assets 2017: $3,319,0592017Assets 2018: $3,359,624Liabilities 2018: $5,581Net Assets 2018: $3,354,0432018Assets 2019: $3,671,723Liabilities 2019: $9,508Net Assets 2019: $3,662,2152019Assets 2020: $4,335,493Liabilities 2020: $862Net Assets 2020: $4,334,6312020Assets 2021: $4,656,375Liabilities 2021: $11,183Net Assets 2021: $4,645,1922021Assets 2022: $4,138,317Liabilities 2022: $9,257Net Assets 2022: $4,129,0602022Assets 2023: $5,549,229Liabilities 2023: $12,845Net Assets 2023: $5,536,3842023Assets 2024: $6,116,930Liabilities 2024: $92,196Net Assets 2024: $6,024,7342024

Highlighted filing

2018

Assets$3,359,624
Liabilities$5,581
Net Assets$3,354,043

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $501,6542010Expenses 2011: $940,0802011Expenses 2012: $797,3802012Revenue 2013: $808,115Expenses 2013: $527,963Net Income 2013: $280,1522013Revenue 2014: $583,725Expenses 2014: $504,328Net Income 2014: $79,3972014Revenue 2015: $606,405Expenses 2015: $584,258Net Income 2015: $22,1472015Revenue 2016: $2,998,072Expenses 2016: $788,805Net Income 2016: $2,209,2672016Revenue 2017: $886,521Expenses 2017: $740,129Net Income 2017: $146,3922017Revenue 2018: $1,238,102Expenses 2018: $1,203,118Net Income 2018: $34,9842018Revenue 2019: $1,338,371Expenses 2019: $1,030,199Net Income 2019: $308,1722019Revenue 2020: $1,323,892Expenses 2020: $651,476Net Income 2020: $672,4162020Revenue 2021: $838,592Expenses 2021: $853,909Net Income 2021: -$15,3172021Revenue 2022: $1,160,912Expenses 2022: $774,771Net Income 2022: $386,1412022Revenue 2023: $2,378,504Expenses 2023: $1,234,185Net Income 2023: $1,144,3192023Revenue 2024: $1,344,444Expenses 2024: $1,515,856Net Income 2024: -$171,4122024

Highlighted filing

2018

Revenue$1,238,102
Expenses$1,203,118
Net Income$34,984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$2,052,510
Mission and Program Overview

Mission

To assure the protection and stewardship of one of ohio's largest wetlands; to facilitate wetland conservation and restoration efforts in the more than 15,000 acres contiguous to and including the conservancy property; to increase research and educational opportunities in wetland and wildlife ecology.

Preservation of marsh land

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,151,897$2,775,798▲ $623,901
Savings and Temporary Cash Investments$1,150,551$520,741▼ $629,810
Cash and Non-Interest-Bearing Accounts$23,949$63,085▲ $39,136
Total Assets$3,326,397$3,359,624▲ $33,227
Liabilities
Accounts Payable and Accrued Expenses$7,338$5,581▼ $1,757
Total Liabilities$7,338$5,581▼ $1,757
Net Assets / Fund Balance
Unrestricted Net Assets$3,319,059$3,354,043▲ $34,984
Total Net Assets Fund Balance$3,319,059$3,354,043▲ $34,984
Total Liabilities and Net Assets / Fund Balance$3,326,397$3,359,624▲ $33,227
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John W SimpsonExecutive DiFT$121,500$121,500

Board Members and Trustees

NameTitle
A Chace AndersonChairman
David K WellesPresident
Randall E MarcusSecretary
Richard W MuzzyTreasurer
Robert I GaleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$893,643
Program Service Revenue
$105,776
Investment Income
$238,683
Other Revenue
$0
All Other Contributions
$893,643
Change in Net Assets
$34,984

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded7$130,519
Total Noncash Contributions7$130,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$933,451
Salaries, Compensation, and Employee Benefits$269,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,560--$128,560
Current Officers, Directors, Trustees, and Key Employees$121,500--$121,500
All Other Expenses$97,482--$97,482
Occupancy$63,016--$63,016
Other Expenses$43,733$423,958-$43,733
Insurance$13,227$13,227-$26,454
Fees for Service Investment Mgmnt Fees-$21,540-$21,540
Payroll Taxes$19,607--$19,607
Fees for Services Accounting-$13,834-$13,834
Office Expenses$5,897--$5,897
Travel-$4,793-$4,793
Fees for Services Legal-$2,053-$2,053
Total Functional Expenses$723,713$479,405$0$1,203,118
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Members of winous point marsh conservancy are individuals

Form 990, Page 6, Part VI, Line 7B

Members are requested to vote on various matters

Form 990, Page 6, Part VI, Line 11B

Upon approval by the board of directors the form 990 was completed and filed.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to public upon request.

Filing and Contact Details

Filer

Filer Name
Winous Point Marsh Conservancy
EIN
34-1900372
Address
3500 S LATTIMORE ROAD, PORT CLINTON, OH 43452

Signing Officer

Name
A Chace Anderson
Title
Chairman
Phone
4197341188
Signed
2019-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
A Chace Anderson
Voting Board Members
5
Independent Board Members
5
Employees
11

Preparer

Firm
Soderberg and Brenner Cpas LLC
Address
121 JEFFERSON ST, PORT CLINTON, OH 43452-1138
Preparer
Joseph M Brenner
Phone
4197323168
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To assure the protection and stewardship of one of ohio's largest wetlands; to facilitate wetland conservation and restoration efforts in the more than 15,000 acres contiguous to and including the conservancy property; to increase research and educational opportunities in wetland and wildlife ecology.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ASSURE THE PROTECTION AND STEWARDSHIP OF ONE OF OHIO'S LARGEST WETLANDS; TO FACILITATE WETLAND CONSERVATION AND RESTORATION EFFORTS IN THE MORE THAN 15,000 ACRES CONTIGUOUS TO AND INCLUDING THE CONSERVANCY PROPERTY; TO INCREASE RESEARCH AND EDUCATIONAL OPPORTUNITIES IN WETLAND AND WILDLIFE ECOLOGY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF WINOUS POINT MARSH CONSERVANCY ARE INDIVIDUALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE REQUESTED TO VOTE ON VARIOUS MATTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON APPROVAL BY THE BOARD OF DIRECTORS THE FORM 990 WAS COMPLETED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSERV.
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WINOUS POINT SHOOTING CLUB
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt03359624
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0723713
IRS990/TotalFunctionalExpensesGrp/TotalAmt01203118
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07338
IRS990/TotalLiabilitiesEOYAmt05581
IRS990/TotalLiabilitiesGrp/BOYAmt07338
IRS990/TotalLiabilitiesGrp/EOYAmt05581
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03319059
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03354043
IRS990/TotalProgramServiceExpensesAmt0723713
IRS990/TotalProgramServiceRevenueAmt0105776
IRS990/TotalReportableCompFromOrgAmt0121500
IRS990/TotalRevenueGrp/ExclusionAmt0238683
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105776
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01238102
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03326397
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03359624
IRS990/TravelGrp/ManagementAndGeneralAmt04793
IRS990/TravelGrp/TotalAmt04793
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03319059
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03354043
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03500 S LATTIMORE RD
IRS990/USAddress/CityNm0PORT CLINTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043452
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0A CHACE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04197341188
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINOUS POINT MARSH CONSERVANCY
ReturnHeader/Filer/BusinessNameControlTxt0WINO
ReturnHeader/Filer/EIN0341900372
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 S LATTIMORE ROAD
ReturnHeader/Filer/USAddress/CityNm0PORT CLINTON
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E88784D27C168FA89EFBD54F73B9F8E0A49EDC83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0679AEE731951ABB8C6DC16E3F044C99F2366BB8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:21:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263705173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SODERBERG AND BRENNER CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 JEFFERSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT CLINTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0434521138
ReturnHeader/PreparerPersonGrp/PhoneNum04197323168
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M BRENNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-10T10:21:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.09$6.02$1.34$1.52$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.55$0.01$5.54$2.38$1.23$1.14
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.01$4.13$1.16$0.77$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.01$4.65$0.84$0.85$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.33$1.32$0.65$0.67
2019Detailed filing. Detailed filing data is available for this year.$3.67$0.01$3.66$1.34$1.03$0.31
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$1.24$1.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.32$0.89$0.74$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$3.00$0.79$2.21
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.61$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.58$0.50$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.83$0.81$0.53$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.12$0.55$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.13$0.70$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.17$0.41$0.50