Civic Intelligence

Lemon Bay Conservancy Inc

990 • Fiscal year 2019 • EIN 59-6510980

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

150 S Mccall Rd Ste 2Englewood, FL 34223

(941) 830-8922

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

25th percentile

-6.2%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,832,792

Down $377,062 (-17%) from 2018

Net Assets

Down

$1,832,412

Down $375,171 (-17%) from 2018

Liabilities

Down

$380

Down $1,891 (-83%) from 2018

Revenue

Down

$165,926

Down $207,857 (-56%) from 2018

Expenses

Down

$176,246

Down $62,854 (-26%) from 2018

Net Income

Down

-$10,320

Down $145,003 (-108%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,219,967Liabilities 2011: $168Net Assets 2011: $1,219,7992011Assets 2012: $1,852,461Liabilities 2012: $1,922Net Assets 2012: $1,850,5392012Assets 2013: $1,856,893Liabilities 2013: $3,226Net Assets 2013: $1,853,6672013Assets 2014: $1,869,109Liabilities 2014: $910Net Assets 2014: $1,868,1992014Assets 2015: $1,937,605Liabilities 2015: $2,463Net Assets 2015: $1,935,1422015Assets 2016: $1,976,692Liabilities 2016: $229Net Assets 2016: $1,976,4632016Assets 2017: $2,076,154Liabilities 2017: $837Net Assets 2017: $2,075,3172017Assets 2018: $2,209,854Liabilities 2018: $2,271Net Assets 2018: $2,207,5832018Assets 2019: $1,832,792Liabilities 2019: $380Net Assets 2019: $1,832,4122019Assets 2020: $1,934,136Liabilities 2020: $644Net Assets 2020: $1,933,4922020Assets 2021: $2,257,514Liabilities 2021: $1,857Net Assets 2021: $2,255,6572021Assets 2022: $2,618,622Liabilities 2022: $75,000Net Assets 2022: $2,543,6222022Assets 2023: $2,617,187Liabilities 2023: $1,297Net Assets 2023: $2,615,8902023Assets 2024: $2,887,388Liabilities 2024: $1,793Net Assets 2024: $2,885,5952024

Highlighted filing

2019

Assets$1,832,792
Liabilities$380
Net Assets$1,832,412

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $231,657Expenses 2011: $101,618Net Income 2011: $130,0392011Revenue 2012: $113,476Expenses 2012: $97,257Net Income 2012: $16,2192012Revenue 2013: $110,030Expenses 2013: $107,581Net Income 2013: $2,4492013Revenue 2014: $126,553Expenses 2014: $111,071Net Income 2014: $15,4822014Revenue 2015: $164,373Expenses 2015: $95,257Net Income 2015: $69,1162015Revenue 2016: $228,786Expenses 2016: $188,357Net Income 2016: $40,4292016Revenue 2017: $184,560Expenses 2017: $87,765Net Income 2017: $96,7952017Revenue 2018: $373,783Expenses 2018: $239,100Net Income 2018: $134,6832018Revenue 2019: $165,926Expenses 2019: $176,246Net Income 2019: -$10,3202019Revenue 2020: $373,763Expenses 2020: $273,138Net Income 2020: $100,6252020Revenue 2021: $516,299Expenses 2021: $193,239Net Income 2021: $323,0602021Revenue 2022: $401,835Expenses 2022: $110,987Net Income 2022: $290,8482022Revenue 2023: $234,020Expenses 2023: $178,793Net Income 2023: $55,2272023Revenue 2024: $412,350Expenses 2024: $175,088Net Income 2024: $237,2622024

Highlighted filing

2019

Revenue$165,926
Expenses$176,246
Net Income-$10,320
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.0
Gross Receipts
$165,926
Mission and Program Overview

Mission

Primary purpose is the preservation, protection, and acquisition of natural areas important in maintaining the ecological balance of lemon bay and adjacent waters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,556,073$1,555,955▼ $118
Savings and Temporary Cash Investments$172,563$210,655▲ $38,092
Cash and Non-Interest-Bearing Accounts$90,368$48,630▼ $41,738
Investments in Publicly Traded Securities$15,583$17,002▲ $1,419
Accounts Receivable$285$50▼ $235
Total Assets$1,836,741$1,832,792▼ $3,949
Other Assets Total$1,869$500▼ $1,369
Liabilities
Accounts Payable and Accrued Expenses$2,271$380▼ $1,891
Total Liabilities$2,271$380▼ $1,891
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,555,777$1,555,777→ $0
Net Assets Without Donor Restrictions$278,693$276,635▼ $2,058
Total Net Assets Fund Balance$1,834,470$1,832,412▼ $2,058
Total Liabilities and Net Assets / Fund Balance$1,836,741$1,832,792▼ $3,949

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,555,777-$1,555,777
Other Land Buildings$178$3,951$4,129

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$15,735-▲ $2,567$643$17,625
2016$15,278-▲ $1,118$642$15,735
2015$16,467-▼ $482$625$15,278
Compensation and Service Providers

Board Members and Trustees

NameTitle
James CooperPresident/tr
Buffy CramptonDirector
Eva FurnerDirector
Malcolm Collingwood WindwardDirector
Irene Slattery1st Vice Pre
John Mccurley2nd Vice Pre
Revenue and Support

Revenue Composition

Contributions and Grants
$145,287
Program Service Revenue
$17,755
Investment Income
$2,884
Other Revenue
$0
All Other Contributions
$117,292
Change in Net Assets
$-10,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,632
Salaries, Compensation, and Employee Benefits$27,614
Total Fundraising Expense$5,523
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$113,134$220-$113,354
Other Salaries and Wages$5,523$16,568$5,523$27,614
Occupancy-$9,800-$9,800
Other Expenses$7,460--$7,460
Fees for Services Accounting-$7,450-$7,450
Office Expenses-$6,439-$6,439
Insurance-$3,011-$3,011
Grants to Domestic Orgs$1,000--$1,000
Depreciation Depletion$118--$118
Total Functional Expenses$127,235$43,488$5,523$176,246
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
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 7A

Members elect board members durign the annual meeting

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

Form 990 is reviewed and approved by the president and treasurer. Form 990 is presented to all members of the governing body before filing the return.

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

All directors, officers and employees during the annual meeting, are required to review the conflict of interest policy and sign a statement stating that they have received a copy of the conflict of interest, have read and understand the policy, and have agred to comply with the policy.

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

Executive committee met to review and determine salary for executive director. Currently, the directors do not receive any compensation.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Lemon Bay Conservancy Inc
EIN
59-6510980
Phone
9418308922
Address
150 S MCCALL RD STE 2, ENGLEWOOD, FL 34223

Signing Officer

Name
Irene Slattery
Title
1st Vice President
Phone
9414759021
Signed
2020-05-12

Organization Details

Principal Officer
James Cooper
Formed
1972
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Alejandra M Juffe CPA
Address
900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
Preparer
Alejandra Juffe
Phone
9414757937
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Support the purchase of land for conservation and preservation

Form 990, Part IX, Line 11G

Tarpon, wildflower, other pr. 113,134 0 0 bank charges 0 95 0 administrative expenses gccf 0 85 0 payroll service 0 40 0 total 113,134 220 0

Form 990, Part XI, Line 9

Unrealized loss on value of land 0 acquired for preservation 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Preservation, protection, and acquisition of natural areas important in maintaining the ecological balance of lemon bay and adjacent waters.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015735
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02567
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0643
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0642
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt082
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt016467
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015278
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0625
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt01555777
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01555777
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0178
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03951
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04129
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRESERVATION, PROTECTION, AND ACQUISITION OF NATURAL AREAS IMPORTANT IN MAINTAINING THE ECOLOGICAL BALANCE OF LEMON BAY AND ADJACENT WATERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01555955
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT THE PURCHASE OF LAND FOR CONSERVATION AND PRESERVATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT BOARD MEMBERS DURIGN THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT AND TREASURER. FORM 990 IS PRESENTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DIRECTORS, OFFICERS AND EMPLOYEES DURING THE ANNUAL MEETING, ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT STATING THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST, HAVE READ AND UNDERSTAND THE POLICY, AND HAVE AGRED TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE COMMITTEE MET TO REVIEW AND DETERMINE SALARY FOR EXECUTIVE DIRECTOR. CURRENTLY, THE DIRECTORS DO NOT RECEIVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TARPON, WILDFLOWER, OTHER PR. 113,134 0 0 BANK CHARGES 0 95 0 ADMINISTRATIVE EXPENSES GCCF 0 85 0 PAYROLL SERVICE 0 40 0 TOTAL 113,134 220 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED LOSS ON VALUE OF LAND 0 ACQUIRED FOR PRESERVATION 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01836741
IRS990/TotalAssetsEOYAmt01832792
IRS990/TotalAssetsGrp/BOYAmt01836741
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05523
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043488
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127235
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02271
IRS990/TotalLiabilitiesEOYAmt0380
IRS990/TotalLiabilitiesGrp/BOYAmt02271
IRS990/TotalLiabilitiesGrp/EOYAmt0380
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01834470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01832412
IRS990/TotalOtherProgSrvcExpenseAmt013101
IRS990/TotalProgramServiceExpensesAmt0127235
IRS990/TotalProgramServiceRevenueAmt017755
IRS990/TotalRevenueGrp/ExclusionAmt02884
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165926
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01836741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01832792
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 S MCCALL RD STE 2
IRS990/USAddress/CityNm0ENGLEWOOD
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034223
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0LEMONBAYCONSERVANCY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE SLATTERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt01ST VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09414759021
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEMON BAY CONSERVANCY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEMO
ReturnHeader/Filer/EIN0596510980
ReturnHeader/Filer/PhoneNum09418308922
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 S MCCALL RD STE 2
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EFB901FB628AACA80476ABE671A9D55B8496D63C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:30:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273958690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEJANDRA M JUFFE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 PINE ST STE 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342234457
ReturnHeader/PreparerPersonGrp/PhoneNum09414757937
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEJANDRA JUFFE
ReturnHeader/ReturnTs02020-07-15T14:30:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$2.89$0.00$2.89$0.41$0.18$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.23$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.08$2.54$0.40$0.11$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.52$0.19$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.37$0.27$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.17$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.37$0.24$0.13
2017Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.18$0.09$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.23$0.19$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.10$0.07
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.13$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$1.85$0.11$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.11$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.23$0.10$0.13