Sag Harbor Partnership Inc
Nonprofit profile at a glance
- EIN
- 454940725
- IRS 990 coverage
- 2016–2025
- Forms available
- Form 990 2025, Form 990-N 2015
- Location
- Sag Harbor, NY, USA
- Phone
- 2129535926
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $223,174
- Expenses
- $180,630
- Assets
- $459,541
- Liabilities
- $56,229
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- SUSAN MEAD (CO-PRESIDENT)
- JAYNE YOUNG (CO-PRESIDENT)
People named in this filing
- KAREN ARRIGONI (VICE PRESIDE)
- LAURIE BECKELMAN (BOARD MEMBER)
- CATHLEEN CIVALE (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The sag harbor partnership, inc ("organization") was formed for the purpose of preserving the traditions, architecture and the appearance of the village of sag harbor, including (a) providing education and information to the citizens of sag harbor to foster the preservation of the historic main street in sag harbor; (b) facilitating the protection of historic buildings and businesses by providing resources and speakers to education the public on preservation efforts; (c) building and supporting a community of educators dedicated to the social, cultural and environmental aesthetics of the village; and (d) other activities, including developing and disseminating land use plans on matters useful to governmental entities and beneficial to community activities, as well the strategic acquisition, occasional restoration of historically or architecturally significant properties and disposition of those property which will be subject to restrictive covenants. The purpose of these covenants is t
What it reported doing in 2025
Build and support a community of educators dedicated to the social, cultural, and environmental aesthetics of the village including affordable housing, water quality initiative, scholarships, sans survey and bike racks
Operating model
- Revenue model
- Donor-supported. 99% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 41% for direct work, and 59% for grants.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 68
- Transparency & Controls: 94
- Accountability: 82
- Sustainability: 62
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.3%; rating input score 63
- Program expense ratio: 77.7%; rating input score 78
- Fundraising efficiency: $25.1 raised per $1 spent on fundraising; rating input score 61; 61st percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 19.1%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 2.54; rating input score 65; 65th percentile among comparable filings
- Liabilities to assets ratio: 0.12; rating input score 20; 20th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: -8.3% per year; rating input score 0; 12th percentile among comparable filings
- Revenue growth: -24% per year; rating input score 0; 2nd percentile among comparable filings
- Asset growth: -19.6% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 63.3% of revenue deployed · 77.7% of spending went to programs
- Governance: 17 of 17 board members independent · 4 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $140K in reported program spending
- Leadership: top reported pay $0 · 17 people listed
- Consistency: 23 of 23 current checks pass
- Schedules: 5 filed schedules · includes major donors and grants
- Filing history: 10 filing years from 2016 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 2 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 20/100.