SAG HARBOR PARTNERSHIP INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

SUSAN MEAD

Phone

2129535926

Tax Period

2025-01-01 to 2025-12-31

SAG HARBOR PARTNERSHIP INC, founded in 2011, is a small nonprofit in the Arts, Culture & Humanities sector that reported $223K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 19% operating margin.

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

Program Service Accomplishments

Program 1

Expenses: $4,263 Revenue: $220,620

FACILITATE THE PROTECTION OF HISTORIC BUILDINGS AND BUSINESSES BY PROVIDING RESOURCES AND SPEAKERS TO EDUCATE THE PUBLIC ON PRESERVATION EFFORTS

Program 2

Expenses: $83,461

PROVIDE COMMUNITY SUPPORT

Program 3

Expenses: $52,644

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...

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $220,620

Program Service Revenue $0

Investment Income $2,554

Other Revenue $0

TOTAL REVENUE $223,174

Expense Breakdown

Grants Paid $83,461

Salaries & Benefits $45,383

Fundraising Expenses $8,791

Program Expenses $140,368

Other Expenses $51,786

TOTAL EXPENSES $180,630

Year-over-Year Comparison

	2025	2024	Change
Revenue	$223,174	$180,180	+0.2%
Expenses	$180,630	$2,455,734	-0.9%
Net Income	$42,544	$-2,275,554	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN ARRIGONI	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
LAURIE BECKELMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHLEEN CIVALE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT CUGINI	BOARD MEMBER	1.00	Director	$0	$0	$0
KATRINA DUDLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL GORNIK	BOARD MEMBER	1.00	Director	$0	$0	$0
EDMUND HOLLANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA HOWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS KANN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN LACY	BOARD MEMBER	1.00	Director	$0	$0	$0
HILARY LOOMIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN MEAD	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
CAROL OSTROW	BOARD MEMBER	1.50	Director	$0	$0	$0
HERB SAMBOL	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE VH SIMONS	TREASURER	2.00	Officer Director	$0	$0	$0
FRED THIELE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAYNE YOUNG	CO-PRESIDENT	4.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$223,174	$180,630	$459,541	$42,544
2024	$180,180	$2,455,734	$361,502	$-2,275,554
2023	$1,059,975	$208,043	$3,408,959	$851,932
2022	$1,710,615	$328,244	$1,800,810	$1,382,371
2021	$435,140	$394,746	$416,259	$40,394
2020	$441,437	$622,558	$414,310	$-181,121
2019	$490,016	$12,003,956	$604,030	$-11,513,940
2018	$5,519,534	$1,004,122	$12,158,268	$4,515,412