OPEN SPACE INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202213159349306296
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T15:58:01-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPEN | BusinessNameControlTxt |
| Phone | 2122908200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE GLEASON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2122908200 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALICE | PersonFirstNm |
| Person Last | GLEASON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA M CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2022-11-10 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICE GLEASON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,250,549 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSINY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | OSI AND ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST, PROTECTS LAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,494,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,959,973 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,108 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,441 | CYProgramServiceRevenueAmt |
| PY Investment Income | $167,183 | PYInvestmentIncomeAmt |
| CY Investment Income | $202,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,574 | PYOtherRevenueAmt |
| CY Other Revenue | $40,775 | CYOtherRevenueAmt |
| PY Total Revenue | $1,729,129 | PYTotalRevenueAmt |
| CY Total Revenue | $2,250,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,329,134 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $225,940 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $411,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $473,653 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,890 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $304,237 | PYOtherExpensesAmt |
| CY Other Expenses | $473,744 | CYOtherExpensesAmt |
| PY Total Expenses | $2,044,377 | PYTotalExpensesAmt |
| CY Total Expenses | $1,173,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$315,248 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,077,212 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,735,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,587,684 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,537,026 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,208,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,198,681 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,379,289 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OPEN SPACE INSTITUTE, INC. (OSI) PROTECTS LAND IN THE EASTERN U.S. FOR CLEAN DRINKING WATER; WILDLIFE HABITAT; IMPROVED ACCESS TO PARKS AND NATURE; HEALTHY COMMUNITIES; AND TO FIGHT CLIMATE CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $851,245 | ExpenseAmt |
| Grant | $125,940 | GrantAmt |
| Revenue | $47,503 | RevenueAmt |
| Desc | CONSERVATION COMMUNITIES: OSI SUPPORTS GRASSROOTS ORGANIZATIONS TO DEVELOP YOUNG ENVIRONMENTAL LEADERS AND BROADEN REPRESENTATION IN CONSERVATION. ITS CITIZEN ACTION INITIATIVE INCUBATES LOCAL ENVIRONMENTAL GROUPS AND URBAN PARKS; THE MALCOLM GORDON CHARITABLE FUND AWARDS GRANTS TO NONPROFITS IN URBAN HUDSON VALLEY COMMUNITIES; AND THE BARNABAS MCHENRY HUDSON RIVER VALLEY AWARDS PROVIDE GRANTS TO STUDENTS WHO ACTIVELY MPROVE THEIR LOCAL COMMUNITIES. LIKEWISE, OSI'S CONSERVATION DIVERSITY FELLOWSHIP PROMOTES GREATER DIVERSITY WITHIN THE ENVIRONMENTAL FIELD BY PROVIDING RECENT STUDENTS SALARIED FELLOWSHIPS TO JUMPSTART CAREERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $130,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | OSI SAVES LAND TO SECURE WATER SOURCES; CREATE AND MAKE PARKS MORE WELCOMING FOR ALL; FIGHT CLIMATE CHANGE; PROTECT AND EXPAND WILDLIFE HABITAT; AND STRENGTHEN COMMUNITIES. THESE GOALS ARE REALIZED THROUGH ITS SUPPORTING ORGANIZATION, THE OPEN SPACE INSTITUTE LAND TRUST ("OSILT"). WORKING IN THE EASTERN U.S., OSI ACHIEVES THESE GOALS THROUGH DIRECT ACQUISITION AND CONSERVATION EASEMENTS. OSILT ALSO PROVIDES GRANTS AND LOANS, PRIMARILY TO OTHER LAND TRUSTS, IN GEOGRAPHIES CRITICAL IN THE FIGHT AGAINST CLIMATE CHANGE AND TO SAFEGUARD WATER QUALITY. IN 2021, OSILT PROTECTED 14,236 ACRES WITH A FAIR VALUE OF $49.2 MILLION AND MADE 7 GRANTS TOTALING $762,427, RESULTING THE PROTECTION OF 4,383 ACRES IN FOUR STATES AND PROVINCES WITH A FAIR VALUE OF $9.3 MILLION. FURTHER, OSILT APPROVED 16 GRANTS FOR PLANNING AND TECHNICAL ASSISTANCE TOTALING $185,275 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $981,245 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE GLEASON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122908200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMELIA SALZMAN | ||||||||
| CO-CHAIRPERSON OF THE BOARD | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANSON FRELINGHUYSEN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALVIN MITCHELL | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL ASH | ||||||||
| VICE-CHAIRPERSON OF THE BOARD | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLINE NIEMCZYK | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE S BRYK | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS BATESON | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BORDEN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GILMAN S BURKE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GIORGIOS VLAMIS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY HEGENER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUME R STEYER | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER CUNNINGHAM | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ADAMS | ||||||||
| CO-CHAIRPERSON OF THE BOARD | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN CAHILL | ||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ERNST | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA GINSBERG PHD | ||||||||
| TREASURER | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATE SINDLING DALY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE O ROBERTS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEA PAINE HIGHET | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA F SULLIVAN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER A BIENSTOCK | ||||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL G HUBER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL W LAMBERT III | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BABCOCK | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| T JEFFERSON CUNNINGHAM III | ||||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| W BARNABUS MCHENRY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YUKI MOORE LAURENTI | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE GLEASON | ||||||||
| SR VP FINANCE AND CFO | 2.00 | 38.00 | Yes (X) | $227,558 | $0 | $32,910 | ||
| CHRISTOPHER J ELLIMAN | ||||||||
| PRESIDENT & CEO | 2.00 | 38.00 | Yes (X) | $475,257 | $0 | $57,681 | ||
| EILEEN LARABEE | ||||||||
| SR VP - COMMUNICATIONS | 2.00 | 38.00 | Yes (X) | $208,165 | $0 | $44,076 | ||
| JEFFREY LEJAVA | ||||||||
| VP - ASSOC. GEN COUNSEL | 2.00 | 38.00 | Yes (X) | $204,007 | $0 | $43,075 | ||
| JENNIFER MELVILLE | ||||||||
| VP - CONSERVATION | 2.00 | 38.00 | Yes (X) | $142,067 | $0 | $39,351 | ||
| JOSEPH HOLLAND | ||||||||
| CONTROLLER AND ASST TREAS (OUTGOING) | 2.00 | 38.00 | Yes (X) | $62,020 | $0 | $4,896 | ||
| KATHLEEN MOSER | ||||||||
| CHIEF CONSERVATION OFFICER | 2.00 | 38.00 | Yes (X) | $251,668 | $0 | $12,000 | ||
| LORIJEANE MOODY | ||||||||
| VP - DEVELOPMENT | 2.00 | 38.00 | Yes (X) | $175,353 | $0 | $52,991 | ||
| MAY MAY CHENG | ||||||||
| CONTROLLER AND ASSISTANT TREASURER | 2.00 | 38.00 | Yes (X) | $112,337 | $0 | $42,464 | ||
| NATHAN BERRY | ||||||||
| SR VICE PRESIDENT | 2.00 | 38.00 | Yes (X) | $245,594 | $0 | $39,867 | ||
| PETER HOWELL | ||||||||
| EXECUTIVE VP, CONSERVATION | 2.00 | 38.00 | Yes (X) | $265,001 | $0 | $31,380 | ||
| PETER KARIS | ||||||||
| VP - PARKS AND STEWARDSHIP | 2.00 | 38.00 | Yes (X) | $144,437 | $0 | $42,959 | ||
| ROBERT K ANDERBERG | ||||||||
| SR VICE PRESIDENT-GENERAL | 2.00 | 38.00 | Yes (X) | $226,715 | $0 | $35,660 | ||
| SAMAYLA DEUTCH | ||||||||
| SR VICE PRESIDENT-GENERAL | 2.00 | 38.00 | Yes (X) | $242,381 | $0 | $33,763 | ||
| TALLY BLUMBERG | ||||||||
| CHIEF PROGRAM OFFICER | 2.00 | 38.00 | Yes (X) | $329,182 | $0 | $44,126 | ||
| ABIGAIL WEINBERG | ||||||||
| DIRECTOR OF RESEARCH | 2.00 | 38.00 | $144,116 | $0 | $29,705 | Yes (X) | ||
| BROOKS KIERAN-KAUFMAN | ||||||||
| STAFF ATTORNEY | 2.00 | 38.00 | $144,290 | $0 | $33,959 | Yes (X) | ||
| IRENE LEE | ||||||||
| VICE PRESIDENT, LAND NE | 2.00 | 38.00 | $138,844 | $0 | $45,469 | Yes (X) | ||
| LESLEY KANE SZYNAL | ||||||||
| OUTDOORS AMERICA DIRECTOR | 2.00 | 38.00 | $275,637 | $0 | $44,413 | Yes (X) | ||
| MARIA WHITEHEAD | ||||||||
| VICE PRESIDENT, LAND SE | 2.00 | 38.00 | $131,192 | $0 | $41,903 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,145,821 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $752,648 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TAHAWUS TRAILS LLC | |||||
| PO BOX 31 | ACCORD | NY | 12404 | CONSTRUCTION SERVICES | $990,925 |
| PAULUS SOKOLOWSKI & SARTOR LLC | |||||
| PO BOX 4039 | WARREN | NJ | 07059 | CONSULTING SERVICES | $153,209 |
| CONSERVATION PATHWAYS LLC | |||||
| PO BOX 625 | SAN ANSELMO | CA | 94979 | CONSULTING SERVICES | $120,191 |
| MCMANIMON SCOTLAND & BAUMANN LLC | |||||
| 75 LIVINGSTON AVE 2ND FL | ROSELAND | NJ | 07068 | LEGAL SERVICES | $117,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $70,000 | RelatedOrganizationsAmt |
| Government Grants | $31,292 | GovernmentGrantsAmt |
| All Other Contributions | $1,858,681 | AllOtherContributionsAmt |
| Noncash Contributions | $53,384 | NoncashContributionsAmt |
| Total Contributions | $1,959,973 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $29,994 | $29,994 |
| PROJECT REVENUES | 900099 | $17,143 | $17,143 |
| REVENUE RECOVERY | 900099 | $233 | $233 |
| SETTLEMENT REVENUE | 900099 | $71 | $71 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,441 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,559 | TotalRevenueColumnAmt |
| Exclusion | $7,559 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,713 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,713 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,713 | TotalRevenueColumnAmt |
| Exclusion | $40,713 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $194,801 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $194,801 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,801 | TotalRevenueColumnAmt |
| Exclusion | $194,801 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $62 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,250,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,503 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $243,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,940 | TotalAmt |
| Program Services | $225,940 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,335 | TotalAmt |
| Program Services | $40,217 | ProgramServicesAmt |
| Management And General | $61,118 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,070 | TotalAmt |
| Program Services | $234,172 | ProgramServicesAmt |
| Management And General | $26,898 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,719 | TotalAmt |
| Program Services | $20,034 | ProgramServicesAmt |
| Management And General | $3,685 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,942 | TotalAmt |
| Program Services | $45,737 | ProgramServicesAmt |
| Management And General | $9,205 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,587 | TotalAmt |
| Program Services | $24,912 | ProgramServicesAmt |
| Management And General | $7,675 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,994 | TotalAmt |
| Program Services | $29,994 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,342 | TotalAmt |
| Program Services | $2,440 | ProgramServicesAmt |
| Management And General | $1,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,668 | TotalAmt |
| Management And General | $3,668 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,484 | TotalAmt |
| Management And General | $6,484 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,710 | TotalAmt |
| Program Services | $228,606 | ProgramServicesAmt |
| Management And General | $10,104 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,274 | TotalAmt |
| Program Services | $7,782 | ProgramServicesAmt |
| Management And General | $1,602 | ManagementAndGeneralAmt |
| Fundraising | $7,890 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,027 | TotalAmt |
| Program Services | $924 | ProgramServicesAmt |
| Management And General | $12,103 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,660 | TotalAmt |
| Program Services | $82,939 | ProgramServicesAmt |
| Management And General | $33,721 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,159 | TotalAmt |
| Program Services | $5,573 | ProgramServicesAmt |
| Management And General | $5,586 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROPERTY MAINTENANCE | $31,900 | $31,900 | |
| MISCELLANEOUS | $526 | $75 | $451 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,337 | TotalAmt |
| Program Services | $981,245 | ProgramServicesAmt |
| Management And General | $184,202 | ManagementAndGeneralAmt |
| Fundraising | $7,890 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,595 | BOYAmt |
| EOY | $192,539 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,935,173 | BOYAmt |
| EOY | $6,649,328 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $131,876 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $488 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,534 | BOYAmt |
| EOY | $64,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,429,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,882,871 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,502 | BOYAmt |
| EOY | $546,702 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,201,575 | BOYAmt |
| EOY | $2,340,383 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,328 | BOYAmt |
| EOY | $662,024 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,735,707 | BOYAmt |
| EOY | $10,587,684 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,643 | BOYAmt |
| EOY | $1,300,529 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,383 | BOYAmt |
| EOY | $907,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,026 | BOYAmt |
| EOY | $2,208,395 | 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 | $4,315,443 | BOYAmt |
| EOY | $5,118,083 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,238 | BOYAmt |
| EOY | $3,261,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,198,681 | BOYAmt |
| EOY | $8,379,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,735,707 | BOYAmt |
| EOY | $10,587,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,077,212 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,431 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $59,965 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,680,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,761,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,837,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,494,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,959,973 | CurrentTaxYearAmt |
| Total | $11,733,773 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,680,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,761,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,837,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,494,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,959,973 | CurrentTaxYearAmt |
| Total | $11,733,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,704,853 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,028,920 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,559 | CurrentTaxYearAmt |
| Total | $115,388 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62 | CurrentTaxYearAmt |
| Total | $131,802 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,980,963 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $765,495 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63400 | 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 - 2018 AMOUNT: $ 36,519. 2019 AMOUNT: $ 2,247. 2020 AMOUNT: $ 5,574. 2021 AMOUNT: $ 62. FUNDRAISING INCOME - 2017 AMOUNT: $ 31,200. 2018 AMOUNT: $ 33,000. 2019 AMOUNT: $ 23,200. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $120,417 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $150,345 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $270,762 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,173,336 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $22,815,999 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,173,336 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $23,086,761 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $192,334 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,084 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $357,444 | CurrentYearMinus3Amt |
| Current Year Minus2 | $436,883 | CurrentYearMinus2Amt |
| Current Year Minus1 | $303,953 | CurrentYearMinus1Amt |
| Current Year | $270,762 | CurrentYearAmt |
| Total | $1,369,042 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $134,441 | CurrentYearMinus3Amt |
| Current Year Minus2 | $206,415 | CurrentYearMinus2Amt |
| Current Year Minus1 | $108,247 | CurrentYearMinus1Amt |
| Current Year | $120,417 | CurrentYearAmt |
| Total | $569,520 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,426,100 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $67,402 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,493,502 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,302,869 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $123,231 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,426,100 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,174,094 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $128,775 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,302,869 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,317,749 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$143,655 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,174,094 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,215,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101,809 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,317,749 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,104,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,581,844 | DepreciationAmt |
| Book Value | $522,931 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,785 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,242 | DepreciationAmt |
| Book Value | $23,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $546,702 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS ON LEASE | $1,400 |
| DEFERRED COMPENSATION | $660,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $662,024 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $660,624 |
| DEFERRED RENT | $243,218 |
| SECURITY DEPOSITS PAYABLE | $4,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $907,866 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $50,083,667 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,431 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $47,796,172 | OtherRevenueAmt |
| Revenue Not Reported | $47,839,603 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,244,064 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,484 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $6,484 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,250,548 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,275,028 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $21,178,176 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $21,178,176 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,096,852 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,484 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $70,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $76,484 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,173,336 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE MALCOLM GORDON CHARITABLE ENDOWMENT FUNDS WERE CLASSIFIED AS TEMPORARILY RESTRICTED BECAUSE THE GRANTOR WHO ESTABLISHED THE TRUST REQUIRED THAT THE FUNDS BE DEVOTED TO ENVIRONMENTAL EDUCATION GRANTS. AFTER THE TRUST WAS DISSOLVED IN AUGUST 2012, THE ORGANIZATION CONTINUED TO CONSIDER THESE FUNDS TO BE TEMPORARILY RESTRICTED. |
| PART X, LINE 2: | THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021 AND 2020 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITIES' REVENUE 47,906,201. CONSOLIDATING ELIMINATIONS -99,994. TRANSFER FROM NET ASSETS -10,035. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITIES' EXPENSES 21,278,170. CONSOLIDATING ELIMINATIONS -99,994. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT TRANSFERRED TO BEAVERKILL NOT REPORTED ON FS 70,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ARM OF THE SEA PRODUCTIONS INC | ||||||||
| PO BOX 175 | HUDSON | NY | 12453 | 141745940 | 501(C)(3) | $6,000 | $0 | MALCOLM GORDON CHARITABLE FUND |
| BEAVERKILL VALLEY LAND TRUST INC | ||||||||
| 1532 BEAVERKILL ROAD | LIVINGSTON MANOR | NY | 12758 | 133545322 | 501(C)(3) | $100,000 | $0 | STEWARDSHIP |
| CITY SCHOOL DISTRICT OF NEWBURGH | ||||||||
| 124 GRAND STREET | NEWBURGH | NY | 12550 | 146001726 | 501(C)(3) | $10,000 | $0 | MALCOLM GORDON CHARITABLE FUND |
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | 812903289 | 501(C)(3) | $15,000 | $0 | MALCOLM GORDON CHARITABLE FUND |
| HARBORLAB INC | ||||||||
| 5321 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | 800853728 | 501(C)(3) | $13,600 | $0 | CITIZEN ACTION PROGRAM |
| LAND TO LEARN INC | ||||||||
| 380 MAIN ST UNIT 200 | BEACON | NY | 125083078 | 463267308 | 501(C)(3) | $16,000 | $0 | "MALCOLM GORDON CHARITABLE FUND |
| MOHONK PRESERVE INC | ||||||||
| 3197 ROUTE 44/55 | GARDINER | NY | 12525 | 141609484 | 501(C)(3) | $6,500 | $0 | MCHENRY HUDSON RIVER VALLEY AWARDS |
| RENSSELAER PLATEAU ALLIANCE | ||||||||
| 1463 PLANK RD | PETERSBURGH | NY | 121385631 | 943444825 | 501(C)(3) | $6,000 | $0 | MCHENRY HUDSON RIVER VALLEY AWARDS |
| STONEY KILL FOUNDATION INC | ||||||||
| 79 FARMSTEAD LN | WAPPINGER FALLS | NY | 12590 | 132917536 | 501(C)(3) | $7,000 | $0 | MALCOLM GORDON CHARITABLE FUND |
| THE FULLERTON MANSION CENTER FOR CULTURE AND HISTORY | ||||||||
| 6 GRAND STREET | NEWBURGH | NY | 12550 | 464144016 | 501(C)(3) | $6,000 | $0 | MCHENRY HUDSON RIVER VALLEY AWARDS |
| THE WALLKILL VALLEY LAND TRUST | ||||||||
| 40 SUNSET RIDGE RD STE 220 | NEW PALTZ | NY | 125611037 | 222867070 | 501(C)(3) | $6,500 | $0 | MCHENRY HUDSON RIVER VALLEY AWARDS |
| WILD EARTH WILDERNESS SCHOOL | ||||||||
| 2307 LUCAS TPKE | HIGH FALLS | NY | 124405907 | 201675636 | 501(C)(3) | $8,000 | $0 | MALCOLM GORDON CHARITABLE FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSI FOR THE PERIOD OF THE AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER J ELLIMAN | ||||||||||||||
| PRESIDENT & CEO | $468,713 | $0 | $0 | $0 | $6,544 | $0 | $12,000 | $0 | $45,681 | $0 | $532,938 | $0 | $0 | $0 |
| TALLY BLUMBERG | ||||||||||||||
| CHIEF PROGRAM OFFICER | $327,955 | $0 | $0 | $0 | $1,227 | $0 | $12,000 | $0 | $32,126 | $0 | $373,308 | $0 | $0 | $0 |
| LESLEY KANE SZYNAL | ||||||||||||||
| OUTDOORS AMERICA DIRECTOR | $239,469 | $0 | $34,562 | $0 | $1,606 | $0 | $12,000 | $0 | $32,413 | $0 | $320,050 | $0 | $0 | $0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP, CONSERVATION | $262,274 | $0 | $0 | $0 | $2,727 | $0 | $12,000 | $0 | $19,380 | $0 | $296,381 | $0 | $0 | $0 |
| NATHAN BERRY | ||||||||||||||
| SR VICE PRESIDENT | $245,214 | $0 | $0 | $0 | $380 | $0 | $12,000 | $0 | $27,867 | $0 | $285,461 | $0 | $0 | $0 |
| SAMAYLA DEUTCH | ||||||||||||||
| SR VICE PRESIDENT-GENERAL | $241,807 | $0 | $0 | $0 | $574 | $0 | $12,000 | $0 | $21,763 | $0 | $276,144 | $0 | $0 | $0 |
| KATHLEEN MOSER | ||||||||||||||
| CHIEF CONSERVATION OFFICER | $250,000 | $0 | $0 | $0 | $1,668 | $0 | $12,000 | $0 | $0 | $0 | $263,668 | $0 | $0 | $0 |
| ROBERT K ANDERBERG | ||||||||||||||
| SR VICE PRESIDENT-GENERAL | $223,281 | $0 | $0 | $0 | $3,434 | $0 | $12,000 | $0 | $23,660 | $0 | $262,375 | $0 | $0 | $0 |
| ALICE GLEASON | ||||||||||||||
| SR VP FINANCE AND CFO | $226,031 | $0 | $0 | $0 | $1,527 | $0 | $12,000 | $0 | $20,910 | $0 | $260,468 | $0 | $0 | $0 |
| EILEEN LARABEE | ||||||||||||||
| SR VP - COMMUNICATIONS | $207,423 | $0 | $0 | $0 | $742 | $0 | $12,000 | $0 | $32,076 | $0 | $252,241 | $0 | $0 | $0 |
| JEFFREY LEJAVA | ||||||||||||||
| VP - ASSOC. GEN COUNSEL | $203,281 | $0 | $0 | $0 | $726 | $0 | $12,000 | $0 | $31,075 | $0 | $247,082 | $0 | $0 | $0 |
| LORIJEANE MOODY | ||||||||||||||
| VP - DEVELOPMENT | $174,702 | $0 | $0 | $0 | $651 | $0 | $12,000 | $0 | $40,991 | $0 | $228,344 | $0 | $0 | $0 |
| PETER KARIS | ||||||||||||||
| VP - PARKS AND STEWARDSHIP | $144,122 | $0 | $0 | $0 | $315 | $0 | $12,000 | $0 | $30,959 | $0 | $187,396 | $0 | $0 | $0 |
| IRENE LEE | ||||||||||||||
| VICE PRESIDENT, LAND NE | $138,372 | $0 | $0 | $0 | $472 | $0 | $11,760 | $0 | $33,709 | $0 | $184,313 | $0 | $0 | $0 |
| JENNIFER MELVILLE | ||||||||||||||
| VP - CONSERVATION | $140,758 | $0 | $0 | $0 | $1,309 | $0 | $11,484 | $0 | $27,867 | $0 | $181,418 | $0 | $0 | $0 |
| BROOKS KIERAN-KAUFMAN | ||||||||||||||
| STAFF ATTORNEY | $144,122 | $0 | $0 | $0 | $168 | $0 | $3,000 | $0 | $30,959 | $0 | $178,249 | $0 | $0 | $0 |
| ABIGAIL WEINBERG | ||||||||||||||
| DIRECTOR OF RESEARCH | $143,913 | $0 | $0 | $0 | $203 | $0 | $11,754 | $0 | $17,951 | $0 | $173,821 | $0 | $0 | $0 |
| MARIA WHITEHEAD | ||||||||||||||
| VICE PRESIDENT, LAND SE | $130,916 | $0 | $0 | $0 | $276 | $0 | $10,944 | $0 | $30,959 | $0 | $173,095 | $0 | $0 | $0 |
| MAY MAY CHENG | ||||||||||||||
| CONTROLLER AND ASSISTANT TREASURER | $112,217 | $0 | $0 | $0 | $120 | $0 | $9,600 | $0 | $32,864 | $0 | $154,801 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES DISPLAYED ON SCHEDULE J, PART II, COLUMN B(II) WERE APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $53,384 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | 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 NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ORGANIZATION HAD BEAVERKILL VALLEY LAND PROTECTION PROGRAM ON PRIOR YEARS. THIS PROGRAM HAS BEEN COMPLETED. |
| FORM 990, PART VI, SECTION A, LINE 2 | SAMUEL W. LAMBERT III, BOARD MEMBER, AND HOLLY HEGENER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | OUR 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM. THE DRAFT FORM 990 IS REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER & GENERAL COUNSEL. AFTER STAFF REVIEW THE RETURN IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. THE REVIEWED AND CORRECTED 990 FORM IS THEN SENT OUT TO ALL THE BOARD MEMBERS OF THE ORGANIZATION FOR THEIR REVIEW AND COMMENTS. THE RETURN IS FILED ONCE ALL PARTIES HAVE COMPLETED THEIR REVIEW AND REQUIRED EDITS HAVE BEEN MADE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OPEN SPACE INSTITUTE, INC. HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL INTERESTED PERSONS TO DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS AS SOON AS THEY ARISE. A CONFLICTED PARTY MAY NOT DISCUSS THE TRANSACTION THAT IS THE BASIS OF SUCH CONFLICT, AND MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE ON SUCH TRANSACTION. THE PRESIDENT EACH YEAR REPORTS TO THE BOARD OF TRUSTEES ALL CONFLICT TRANSACTIONS AND HOW THEY WERE HANDLED. THE BOARD OF OPEN SPACE INSTITUTE, INC. HAS THE POWER TO TAKE REMEDIAL ACTION IF THE CONFLICT POLICY IS VIOLATED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS OF DETERMINING COMPETITIVE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES INVOLVES OSI'S COMPENSATION COMMITTEE WORKING WITH AN INDEPENDENT COMPENSATION CONSULTANT. THE COMMITTEE PERFORMS AN ANNUAL ASSESSMENT OF THE RESPONSIBILITIES AND PERFORMANCE OF THE CEO/PRESIDENT AND OTHER TOP MANAGEMENT. THE COMMITTEE ALSO UTILIZES COMPENSATION SURVEYS AND INFORMATION GLEANED FROM FORM 990S OF COMPARABLE ORGANIZATIONS TO DETERMINE APPLICABLE COMPENSATION RATES. ONCE REASONABLE AND COMPETITIVE COMPENSATION RATES ARE ESTABLISHED, THEY ARE APPROVED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | OPEN SPACE INSTITUTE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THESE DOCUMENTS ARE SENT TO ANYONE WHO CONTACTS THE ORGANIZATION AND REQUESTS SUCH INFORMATION. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 228,606. MANAGEMENT AND GENERAL EXPENSES 10,104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,710. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS -10,035. GRANT TRANSFERRED TO BEAVERKILL NOT REPORTED ON FS 70,000. |
| PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
| Primary Activities | LAND CONSERVATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC CONSERVATION PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823283734 | EIN |
| Primary Activities | CONSERVATION LAND INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $70,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Meduim Explanation | PURSUANT TO REGULATIONS SECTION 56.4911-8(B) AND IRC SECTION 4911(F), AN AFFILIATED GROUP OF ORGANIZATIONS IS TREATED AS A SINGLE ORGANIZATION FOR THE PURPOSES OF THE TAX IMPOSED BY IRC SECTION 4911(A). THEREFORE, SINCE THE AFFILIATED GROUP DID NOT HAVE ANY EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES, THE FILING ORGANIZATION IS DEEMED TO NOT HAVE EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES FOR THE PURPOSES OF THE DISCLOSURE ON PART II-A, LINE 1(H) AND 1(I), COLUMN A.AFFILIATED GROUP MEMBER:OPEN SPACE INSTITUTE LAND TRUST, INC. (EIN 13-3028060)1350 BROADWAY, SUITE 201NEW YORK, NY 10018 | MeduimExplanationTxt |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
| Electing Organization | Yes (X) | ElectingOrganizationInd |
| Total Grassroots Lobby | $120,417 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $150,345 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $270,762 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $21,642,663 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $21,913,425 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $1,000,000 | LobbyNontxAmt |
| Grassroots Nontx | $250,000 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
Comments