CARY INSTITUTE OF ECOSYSTEM STUDIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARY INSTITUTE OF ECOSYSTEM STUDIES INC (EIN 22-3232968)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-29
- IRS object ID
- 202410899349301406
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-29T11:37:10-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223232968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARY INSTITUTE OF ECOSYSTEM STUDIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARY | BusinessNameControlTxt |
| Phone | 8456775343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX AB | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JOSHUA R GINSBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8456775343 | PhoneNum |
| Signature | 2024-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | JOSHUA R GINSBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA SCHWEITZER CPA | PreparerPersonNm |
| PTIN | P01760010 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2024-03-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JOSHUA R GINSBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX AB | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,875,305 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ECOLOGICAL RESEARCH & EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $18,398 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,061 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,074,273 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,766,448 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $116,104 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $173,084 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,123,714 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,325,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,966 | PYOtherRevenueAmt |
| CY Other Revenue | $139,029 | CYOtherRevenueAmt |
| PY Total Revenue | $10,369,057 | PYTotalRevenueAmt |
| CY Total Revenue | $7,403,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,980 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,926 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,738,585 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,104,882 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $593,929 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,421,141 | PYOtherExpensesAmt |
| CY Other Expenses | $6,169,426 | CYOtherExpensesAmt |
| PY Total Expenses | $13,189,706 | PYTotalExpensesAmt |
| CY Total Expenses | $14,320,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,820,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,916,415 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,232,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,751,267 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,390,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,095,865 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,841,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $139,655,402 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CARY INSTITUTE OF ECOSYSTEM STUDIES GENERATES RIGOROUS SCIENTIFIC KNOWLEDGE ABOUT ECOLOGICAL SYSTEMS AND THEIR IMPORTANCE TO HUMAN WELL-BEING.-WE WORK AT THE FRONTIERS OF ECOLOGICAL SCIENCE.-WE CREATE EXCELLENCE IN SCIENCE THROUGH INNOVATION, COLLABORATION, SYNTHESIS AND DISSEMINATION OF OUR RESULTS.-WE SHAPE THE PRACTICE AND APPLICATION OF ECOLOGICAL KNOWLEDGE AND DISCOVERY.-WE ENGAGE DIVERSE COMMUNITIES IN OUR WORK: SCIENTISTS, STUDENTS, EDUCATORS, POLICY MAKERS, PRACTITIONERS AND THE PUBLIC.-WE USE OUR SCIENTIFIC LEADERSHIP TO CONVENE, EDUCATE AND INFORM THESE DIVERSE COMMUNITIES TO ENSURE THE APPLICATION OF ECOLOGICAL KNOWLEDGE FOR THE PUBLIC GOOD.-WE PROMOTE AND MAINTAIN A VIBRANT AND DIVERSE WORKFORCE AND FOSTER A CULTURE OF INTEGRITY AND RESPECT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,823,681 | ExpenseAmt |
| Grant | $45,926 | GrantAmt |
| Desc | RESEARCH - UNBIASED ENVIRONMENTAL RESEARCH TO ADVANCE UNDERSTANDING OF ECOLOGICAL SYSTEMS AND CLIMATE CHANGE. WE PROVIDE SOLUTIONS FOR ENVIRONMENTAL PROBLEMS. OUR STAFF ARE GLOBAL EXPERTS IN THE ECOLOGY OF CITIES, DISEASE, FORESTS AND FRESHWATER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $654,299 | ExpenseAmt |
| Revenue | $54,568 | RevenueAmt |
| Desc | EDUCATION - INNOVATIVE EDUCATION PROGRAMS TO PROMOTE ECOLITERACY FOR ALL AGES. WE SERVE K-12 STUDENTS AND TEACHERS THROUGH SCHOOL PROGRAMS, SUMMER CAMP, DATA JAMS, TEACHER WORKSHOPS AND CURRICULUM. WE PROVIDE RESEARCH EXPERIENCE FOR UNDERGRADUATE STUDENTS. WE OFFER RESEARCH EXPERIENCE, COURSES AND MENTORING FOR GRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $331,077 | ExpenseAmt |
| Desc | OUTREACH - TRANSLATE SCIENCE IN MANY WAYS THAT ADVANCE THE PUBLIC'S UNDERSTANDING OF ENVIRONMENTAL ISSUES AND INFORM PUBLIC POLICY. WE SHARE OUR FINDINGS WIDELY AND PROVIDE LECTURES, FORUMS, TOURS, FIELD GUIDES AND MAPS TO RESEARCH OUR PROPERTY. OUR PROGRAMS ARE GENERALLY FREE AND OPEN TO THE PUBLIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,295,829 | ExpenseAmt |
| Revenue | $118,516 | RevenueAmt |
| Desc | ALL OTHER PROGRAMS INCLUDING GROUNDS, AUXILIARY AND LIBRARY - MAINTENANCE OF THE 2000 ACRE CAMPUS USED FOR RESEARCH, EDUCATION AND OUTREACH, HOUSING FOR VISITING SCIENTISTS AND STAFF AND A 10,000 VOLUME LIBRARY THAT INCLUDES WEB OF SCIENCE AND ECOLOGY REFERENCE SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,295,829 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $118,516 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,104,886 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY TALBOT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8456775343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX AB | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SCOTT J ULM | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH M HEWITT | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SOOHYUNG KIM | |||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBBIANNE MACKIN MFR | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIM M WIELAND | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD A AMES | |||||||
| BOARD OF TRUSTEES THROUGH 11/22 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES BEINECKE | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY BERNHARDT PHD | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FARRAN TOZER BROWN | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| INDY BURKE PHD | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGO CASSIRER | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J BARCLAY COLLINS | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN M DRAKE PHD | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC S EWING | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH R HILPMAN | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICH D JARVIS PHD | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EVERETTE JOSEPH PHD | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUBEN KRAIEM | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J MCKENZIE | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SIMON ROOSEVELT | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH SCHMIDT | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN SENZEL | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MURIEL POSTON | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH COMSTOCK | |||||||
| BOARD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA R GINSBERG | |||||||
| PRESIDENT | 35.00 | Yes (X) | $348,164 | $0 | $56,321 | ||
| HOLLY A TALBOT | |||||||
| SR. DIRECTOR OF ADMIN/COMP | 35.00 | Yes (X) | $219,188 | $0 | $34,272 | ||
| STEWARD TA PICKETT | |||||||
| DISTINGUISHED SENIOR SCIEN | 35.00 | $194,989 | $0 | $33,446 | Yes (X) | ||
| RICHARD S OSTFELD | |||||||
| DISTINGUISHED SENIOR SCIENTIST | 35.00 | $184,916 | $0 | $53,810 | Yes (X) | ||
| KATHLEEN C WEATHERS | |||||||
| SENIOR SCIENTIST | 35.00 | $155,381 | $0 | $29,059 | Yes (X) | ||
| EMMA ROSI | |||||||
| SENIOR SCIENTIST | 35.00 | $151,362 | $0 | $45,553 | Yes (X) | ||
| FRED MERRITT | |||||||
| DTR OF PHYSICAL PLANT & GROUNDS | 35.00 | $165,872 | $0 | $17,430 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,419,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $269,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION | |||||
| 199 WEST RD | PLEASANT VALLEY | NY | 12569 | CONSTRUCTION MANAGEMENT | $555,312 |
| HALL CAPITAL | |||||
| ONE MARITIME PLAZA | SAN FRANCISCO | CA | 94111 | INVESTMENT CONSULTING | $404,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,119 | FundraisingAmt |
| Government Grants | $3,891,774 | GovernmentGrantsAmt |
| All Other Contributions | $1,841,555 | AllOtherContributionsAmt |
| Noncash Contributions | $35,283 | NoncashContributionsAmt |
| Total Contributions | $5,766,448 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSING - RESEARCH & EDUCATION | 900099 | $118,516 | $118,516 |
| TUITION - EDUCATION | 611600 | $54,568 | $54,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $173,084 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,826 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,398 | UnrelatedBusinessRevenueAmt |
| Exclusion | $187,428 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,566,513 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,447,081 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,119,432 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,119,432 | TotalRevenueColumnAmt |
| Exclusion | $1,119,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,413 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,119 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,405 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,008 | TotalRevenueColumnAmt |
| Exclusion | $15,008 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $124,021 | TotalRevenueColumnAmt |
| Exclusion | $124,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,403,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,398 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,445,889 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,926 | TotalAmt |
| Program Services | $45,926 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,019 | TotalAmt |
| Program Services | $72,972 | ProgramServicesAmt |
| Management And General | $668,749 | ManagementAndGeneralAmt |
| Fundraising | $37,298 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,444,818 | TotalAmt |
| Program Services | $4,313,212 | ProgramServicesAmt |
| Management And General | $789,848 | ManagementAndGeneralAmt |
| Fundraising | $341,758 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,270 | TotalAmt |
| Program Services | $335,944 | ProgramServicesAmt |
| Management And General | $62,541 | ManagementAndGeneralAmt |
| Fundraising | $24,785 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,775 | TotalAmt |
| Program Services | $1,125,367 | ProgramServicesAmt |
| Management And General | $233,343 | ManagementAndGeneralAmt |
| Fundraising | $99,065 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,314 | TotalAmt |
| Management And General | $2,314 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,726 | TotalAmt |
| Management And General | $97,726 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,511 | TotalAmt |
| Management And General | $1,011,511 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,876 | TotalAmt |
| Program Services | $632,304 | ProgramServicesAmt |
| Management And General | $353,198 | ManagementAndGeneralAmt |
| Fundraising | $34,374 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,317 | TotalAmt |
| Program Services | $262,449 | ProgramServicesAmt |
| Management And General | $27,399 | ManagementAndGeneralAmt |
| Fundraising | $8,469 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,399 | TotalAmt |
| Program Services | $154,816 | ProgramServicesAmt |
| Management And General | $5,531 | ManagementAndGeneralAmt |
| Fundraising | $2,052 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,660 | TotalAmt |
| Program Services | $311,131 | ProgramServicesAmt |
| Management And General | $9,097 | ManagementAndGeneralAmt |
| Fundraising | $2,432 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,153 | TotalAmt |
| Program Services | $49,303 | ProgramServicesAmt |
| Management And General | $2,575 | ManagementAndGeneralAmt |
| Fundraising | $18,275 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,148 | TotalAmt |
| Program Services | $1,115,728 | ProgramServicesAmt |
| Management And General | $46,050 | ManagementAndGeneralAmt |
| Fundraising | $16,370 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,376 | TotalAmt |
| Management And General | $270,376 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTS | $1,468,264 | $1,468,264 | ||
| PRINTING | $142,743 | $139,222 | $1,457 | $2,064 |
| TELEPHONE | $61,055 | $23,341 | $37,604 | $110 |
| MISCELLANEOUS | $53,580 | $50,589 | $2,991 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,304 | TotalAmt |
| Program Services | $4,318 | ProgramServicesAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
| Fundraising | $3,886 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,320,234 | TotalAmt |
| Program Services | $10,104,886 | ProgramServicesAmt |
| Management And General | $3,621,419 | ManagementAndGeneralAmt |
| Fundraising | $593,929 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,117 | BOYAmt |
| EOY | $699,545 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,308 | BOYAmt |
| EOY | $1,333,390 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,232 | BOYAmt |
| EOY | $66,081 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,088 | BOYAmt |
| EOY | $254,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,247,314 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,580,224 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,510,090 | BOYAmt |
| EOY | $18,667,090 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,566,399 | BOYAmt |
| EOY | $12,831,117 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,371,119 | BOYAmt |
| EOY | $107,899,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,232,353 | BOYAmt |
| EOY | $141,751,267 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,854 | BOYAmt |
| EOY | $256,755 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,744 | BOYAmt |
| EOY | $1,181,892 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,974 | BOYAmt |
| EOY | $4,621 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,055 | BOYAmt |
| EOY | $652,597 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,390,627 | BOYAmt |
| EOY | $2,095,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,708,021 | BOYAmt |
| EOY | $45,672,715 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,133,705 | BOYAmt |
| EOY | $93,982,687 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,841,726 | BOYAmt |
| EOY | $139,655,402 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,232,353 | BOYAmt |
| EOY | $141,751,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,916,415 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,730,091 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,182,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,003,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,145,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,074,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,766,448 | CurrentTaxYearAmt |
| Total | $41,172,044 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,182,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,003,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,145,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,074,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,766,448 | CurrentTaxYearAmt |
| Total | $41,172,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,547,285 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,624,759 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,826 | CurrentTaxYearAmt |
| Total | $937,653 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,021 | CurrentTaxYearAmt |
| Total | $460,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,570,454 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $758,854 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2018 AMOUNT: $ 148,821. 2019 AMOUNT: $ 112,142. 2020 AMOUNT: $ 20,807. 2021 AMOUNT: $ 54,966. 2022 AMOUNT: $ 124,021. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,735,688 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,966,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,078,788 | OtherExpendituresAmt |
| End Year Balance | $110,623,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,012,965 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$22,755,044 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,522,233 | OtherExpendituresAmt |
| End Year Balance | $110,735,688 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,697,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,524,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,208,884 | OtherExpendituresAmt |
| End Year Balance | $143,012,965 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,648,381 | BeginningYearBalanceAmt |
| Contributions | $226 | ContributionsAmt |
| Investment Earnings Or Losses | $2,472,731 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,424,288 | OtherExpendituresAmt |
| End Year Balance | $115,697,049 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,274,416 | BeginningYearBalanceAmt |
| Contributions | $337 | ContributionsAmt |
| Investment Earnings Or Losses | $6,697,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,324,238 | OtherExpendituresAmt |
| End Year Balance | $118,648,381 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,472,402 | OtherCostOrOtherBasisAmt |
| Book Value | $3,472,402 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,341,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,804,837 | DepreciationAmt |
| Book Value | $14,537,155 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,068,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,003,968 | DepreciationAmt |
| Book Value | $64,954 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,363,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,771,419 | DepreciationAmt |
| Book Value | $592,579 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,667,090 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND CASH EQUIVALENTS | $5,459,022 | F |
| ALTERNATIVE INVESTMENTS | $102,440,694 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $107,899,716 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED VACATION | Desc |
| Amt | $652,597 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $652,597 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,146,804 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,730,091 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $24,405 | OtherRevenueAmt |
| Revenue Not Reported | $5,754,496 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,392,308 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,011,511 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,011,511 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,403,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,333,128 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $24,405 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $24,405 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,308,723 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,011,511 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,011,511 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,320,234 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM THE ENDOWMENT FUNDS HAS A VARIETY OF PURPOSES TO HELP DEFRAY THE COSTS OF SCIENTIFIC RESEARCH AND EDUCATION PROGRAMS, INCLUDING CONSERVATION, MAINTENANCE, AND PRESERVATION OF THE GROUNDS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON THE 990 24,405. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON THE 990 24,405. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS | 0 | 0 | INVESTMENTS | $35,386,047 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $14,266,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $49,652,451 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $49,652,451 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING LUNCH | Event1Nm |
| Gross Receipts Event1 | $72,532 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,119 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,413 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $989 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $18,693 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,223 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $72,532 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,119 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,413 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $989 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,693 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,223 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,405 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,008 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS FOR RESEARCH | GrantTypeTxt |
| Recipient | 23 | RecipientCnt |
| Cash Grant | $45,926 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STIPENDS ARE MONITORED MONTHLY TO ENSURE THEY ARE WITHIN BUDGET. IF THEY ARE OVERSPENT THERE WILL BE A PRIOR APPROVAL. THERE ARE TWO GROUPS RECEIVING STIPENDS, STUDENTS AND TEACHERS/FELLOWS. STUDENTS RECEIVE A LETTER OF APPOINTMENT NOTIFYING THEM THEY ARE ELIGIBLE FOR A STIPEND AND CHECK REQUISITIONS ARE SUBMITTED AND APPROVED FOR THE STIPENDS. TEACHERS/FELLOWS ARE ISSUED AN MOU OUTLINING THE SCOPE OF THEIR WORK, PERFORMANCE PERIOD, DELIVERABLES, AND AMOUNT OF STIPEND. THEN AGREEMENT IS RETURNED A COPY IS GIVEN TO THE PI AND THE GRANTS OFFICE. A SPREADSHEET IS SET UP FOR EACH TEACHER/FELLOW, WHICH TRACKS THE AMOUNT OF STIPENDS STILL AVAILABLE TO BE PAID. WHEN INVOICES COME IN THEY ARE APPROVED BY THE PI AND GRANTS OFFICE. IF ADDITIONAL FUNDS ARE APPROVED, THEY WOULD BE APPROVED BY THE PI AND AN AMENDMENT WOULD BE MADE TO THE CONTRACT. THE SPREADSHEET WOULD ALSO BE UPDATED FOR THE AMENDED AMOUNT. THE AMOUNT OF TEACHER/FELLOW AGREEMENTS ARE USUALLY ENCUMBERED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSHUA R GINSBERG | ||||||||||||||
| PRESIDENT | $348,164 | $0 | $0 | $0 | $0 | $0 | $36,600 | $0 | $19,721 | $0 | $404,485 | $0 | $0 | $0 |
| HOLLY A TALBOT | ||||||||||||||
| SR. DIRECTOR OF ADMIN/COMP | $219,188 | $0 | $0 | $0 | $0 | $0 | $24,472 | $0 | $9,800 | $0 | $253,460 | $0 | $0 | $0 |
| RICHARD S OSTFELD | ||||||||||||||
| DISTINGUISHED SENIOR SCIENTIST | $184,916 | $0 | $0 | $0 | $0 | $0 | $23,139 | $0 | $30,671 | $0 | $238,726 | $0 | $0 | $0 |
| STEWARD TA PICKETT | ||||||||||||||
| DISTINGUISHED SENIOR SCIEN | $194,989 | $0 | $0 | $0 | $0 | $0 | $23,646 | $0 | $9,800 | $0 | $228,435 | $0 | $0 | $0 |
| EMMA ROSI | ||||||||||||||
| SENIOR SCIENTIST | $151,362 | $0 | $0 | $0 | $0 | $0 | $18,882 | $0 | $26,671 | $0 | $196,915 | $0 | $0 | $0 |
| KATHLEEN C WEATHERS | ||||||||||||||
| SENIOR SCIENTIST | $155,381 | $0 | $0 | $0 | $0 | $0 | $19,259 | $0 | $9,800 | $0 | $184,440 | $0 | $0 | $0 |
| FRED MERRITT | ||||||||||||||
| DTR OF PHYSICAL PLANT & GROUNDS | $165,872 | $0 | $0 | $0 | $0 | $0 | $16,750 | $0 | $680 | $0 | $183,302 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,283 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE INSTITUTE HAS CHANGED THE LENGTH OF TIME A TRUSTEE CAN SERVE ON THE BOARD. IT WENT FROM 4-3 YEAR TERMS TO 3-3 YEAR TERMS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NEW YORK BOTANICAL GARDEN HAS THE ABILITY TO APPOINT UP TO THREE TRUSTEES TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED BY CARY STAFF AND THEN PRESENTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND DISCUSSIONS WITH CARY'S AUDITORS. ONCE THE FINAL DRAFT IS AGREED UPON, IT IS DISTRIBUTED TO THE FULL BOARD. AS PART OF THE AUDIT COMMITTEE REPORT AT THE BOARD MEETING, THE AUDIT COMMITTEE CHAIR REVIEWS THE DOCUMENT AND ANY DISCUSSIONS THAT WERE HELD WITH THE AUDITORS AND THE FORM 990 AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOR TRUSTEES AND OFFICERS, ALL DISCLOSURES ARE REVIEWED BY THE AUDIT COMMITTEE CHAIR AND IF THERE ARE ANY ACTUAL OR POTENTIAL CONFLICTS THEY ARE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE AND THE FULL BOARD FOR DISCUSSION AND, IF REQUIRED, APPROVAL. THE BASIS OF THE APPROVAL OR REJECTION SHALL BE DOCUMENTED IN THE RECORDS OF THE CORPORATION, INCLUDING THE MINUTES OF THE MEETING. FOR EMPLOYEES WITH BUDGETARY AUTHORITY, THE COMPLIANCE OFFICER REVIEWS AND IF THERE ARE POTENTIAL CONFLICTS THE COMPLIANCE OFFICER WORKS WITH THE PRESIDENT TO PUT A PLAN IN PLACE TO MANAGE OR AVOID THE CONFLICT AND IF APPLICABLE THE FUNDING AGENCY WOULD BE NOTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS SET BY THE BOARD WITH INPUT FROM ONE OR MORE RECRUITING FIRMS AND PUBLICLY AVAILABLE INFORMATION FROM OTHER ORGANIZATIONS. EACH YEAR THE BOARD CHAIR REVIEWS THE COMPENSATION OF THE PRESIDENT AND PRESENTS THE PROPOSED COMPENSATION TO THE FULL BOARD FOR APPROVAL. KEY EMPLOYEES' COMPENSATION IS SET BASED ON SALARY FOR COMPARABLE POSITIONS AT OTHER INSTITUTIONS AND OTHER PUBLICLY AVAILABLE INFORMATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |