RTPI OF NATURAL HISTORY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RTPI OF NATURAL HISTORY (EIN 11-2724904)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349306434
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T10:07:29-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES W VANSTROM & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityFALCONERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14733ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112724904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROGEBusinessNameControlTxt
Phone7166652473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 CURTIS STREETAddressLine1Txt
CityJAMESTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR PEARSONPersonNm
Person TitleCEOPersonTitleTxt
Phone7166652473PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARTHURPersonFirstNm
Person LastPEARSONPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W VANSTROM CPAPreparerPersonNm
PTINP00426846PTIN
Phone7166613960PhoneNum
Preparation2021-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerARTHUR PEARSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 CURTIS STREETAddressLine1Txt
CityJAMESTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,003,175GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSEE PAGE 2, PART III, LINE #1ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$590,294PYContributionsGrantsAmt
CY Contributions Grants$799,544CYContributionsGrantsAmt
PY Program Service Revenue$321,199PYProgramServiceRevenueAmt
CY Program Service Revenue$102,884CYProgramServiceRevenueAmt
PY Investment Income$33,191PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$12,628PYOtherRevenueAmt
CY Other Revenue-$12,196CYOtherRevenueAmt
PY Total Revenue$957,312PYTotalRevenueAmt
CY Total Revenue$890,232CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$554,306PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$513,411CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$151,264CYTotalFundraisingExpenseAmt
PY Other Expenses$514,060PYOtherExpensesAmt
CY Other Expenses$953,379CYOtherExpensesAmt
PY Total Expenses$1,068,366PYTotalExpensesAmt
CY Total Expenses$1,466,790CYTotalExpensesAmt
PY Revenues Less Expenses-$111,054PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$576,558CYRevenuesLessExpensesAmt
Total Assets BOY$5,169,772TotalAssetsBOYAmt
Total Assets EOY$3,195,571TotalAssetsEOYAmt
Total Liabilities BOY$305,469TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,573TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,864,303NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,157,998NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ROGER TORY PETERSON INSTITUTE(RTPI) IS TO HONOR AND CONTINUE THE WORK OF ROGER TORY PETERSON, TO FOSTER UNDERSTANDING, APPRECIATION AND PROTECTION OF THE NATURAL WORLD. OUR MOTTO: LEARN IT, LOVE IT, PROTECT IT!MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$55,392ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescEDUCATION: RTPI SPECIALIZED IN PROVIDING NATURE-BASED LEARNING EXPERIENCES ROOTED IN THE PLACES WHERE WE LIVE. RPTI WORKS IN COLLABORATION WITH OUR PARTNERS (I.E. SCHOOLS, UNIVERSITIES, COMMUNITIES, AND LIKE-MINDED ORGANIZATIONS) AND INDIVIDUALS OF ALL AGES AND BACKGROUNDS AT THE INSTITUTE'S JAMESTOWN, NY LOCATION AND ACROSS THE COUNTRY TO PROVIDE A VARIETY OF HANDS-ON LEARNING EXPERIENCES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$357,092ExpenseAmt
Grant$0GrantAmt
Revenue$93,857RevenueAmt
DescCONSERVATION AND PUBLIC PROGRAMS: RTPI DESIGNS AND IMPLEMENTS ACTIVE CONSERVATION AND OUTREACH PROJECTS IN THE LOCAL REGION AND BEYOND.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$839,491ExpenseAmt
Grant$0GrantAmt
Revenue$9,027RevenueAmt
DescEXHIBITS AND ARCHIVES: RTPI HONORS THE ARTISTIC ACCOMPLISHMENTS OF ROGER TORY PETERSON BY OFFERING WORLD-CLASS ART AND PHOTOGRAPHY EXHIBITS, INCULDING WORKS BY ROGER TORY PETERSON AND MANY OTHERS. RTPI ARCHIVES HOUSE SOME 200,000 ITEMS OF ROGER TORY PETERSON'S LIFETIME BODY OF WORK AND MANY OTHER IMPORTANT PIECES ARE ON PUBLIC DISPLAY IN OUR FACILITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,251,975TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonARTHUR PEARSONPersonNm
Phone7166652473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 CURTIS STREETAddressLine1Txt
CityJAMESTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
WILLAM R HACKNEY III
TREASURER1.00Yes (X)Yes (X)$0$0$0
LEE ALLEN PETERSON
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
DOUG SCHUTTE CHFC
CHAIR1.00Yes (X)Yes (X)$0$0$0
LINDA GOODRIDGE STECKLEY
TRUSTEE1.00Yes (X)$0$0$0
MARILYN ZAGORA PHD
TRUSTEE1.00Yes (X)$0$0$0
WILSON MUDGE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
TORY C PETERSON
TRUSTEE1.00Yes (X)$0$0$0
ALBERTO REY
TRUSTEE1.00Yes (X)$0$0$0
ERIKA STANAT
TRUSTEE1.00Yes (X)$0$0$0
CHRIS ANDERSON
TRUSTEE1.00Yes (X)$0$0$0
JEANNE WIEBENGA
TRUSTEE1.00Yes (X)$0$0$0
WARREN BLANCHARD
TRUSTEE1.00Yes (X)$0$0$0
GEORGE HARPER JR
TRUSTEE1.00Yes (X)$0$0$0
ARTHUR PEARSON
PRESIDENT & CEO40.00$97,442$0$19,964Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$97,442TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,964TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$115,632RelatedOrganizationsAmt
Government Grants$99,942GovernmentGrantsAmt
All Other Contributions$583,970AllOtherContributionsAmt
Total Contributions$799,544TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
SERVICE AGREEMENT REVENUE541900$93,857$0$0
PROGRAM REVENUE611710$9,027$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$102,884TotalProgramServiceRevenueAmt
Gross Sales Of Inventory$100,635GrossSalesOfInventoryAmt
Cost Of Goods Sold$112,943CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,308TotalRevenueColumnAmt
Related Or Exempt Func Income-$12,308RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADMIN. SERVICES FNDT900099$0$0$0$0
REIMB. OF EXPENSES FNDT900099$0$0$0$0
MISC. INCOME900099$112$112$0$0
FieldValueIRS element (for citing)
Other Revenue Total$112OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$890,232TotalRevenueColumnAmt
Related Or Exempt Func Income$90,688RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$97,443TotalAmt
Program Services$68,210ProgramServicesAmt
Management And General$24,361ManagementAndGeneralAmt
Fundraising$4,872FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$322,437TotalAmt
Program Services$262,024ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$60,413FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$62,733TotalAmt
Program Services$49,559ProgramServicesAmt
Management And General$3,764ManagementAndGeneralAmt
Fundraising$9,410FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,798TotalAmt
Program Services$24,223ProgramServicesAmt
Management And General$1,786ManagementAndGeneralAmt
Fundraising$4,789FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,163TotalAmt
Program Services$6,449ProgramServicesAmt
Management And General$490ManagementAndGeneralAmt
Fundraising$1,224FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,951TotalAmt
Program Services$5,492ProgramServicesAmt
Management And General$417ManagementAndGeneralAmt
Fundraising$1,042FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,270TotalAmt
Program Services$3,373ProgramServicesAmt
Management And General$256ManagementAndGeneralAmt
Fundraising$641FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$259,527TotalAmt
Program Services$205,026ProgramServicesAmt
Management And General$15,572ManagementAndGeneralAmt
Fundraising$38,929FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,259TotalAmt
Program Services$2,574ProgramServicesAmt
Management And General$196ManagementAndGeneralAmt
Fundraising$489FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM & WORKSHOP EXP$21,178$21,178$0$0
BOARD EXPENSE$2,570$2,030$154$386
MISCELLANEOUS$425$59$5$361
FEES & INTEREST$927$732$56$139

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$646,109TotalAmt
Program Services$601,046ProgramServicesAmt
Management And General$16,494ManagementAndGeneralAmt
Fundraising$28,569FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,466,790TotalAmt
Program Services$1,251,975ProgramServicesAmt
Management And General$63,551ManagementAndGeneralAmt
Fundraising$151,264FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$130,999BOYAmt
EOY$84,008EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,244,618BOYAmt
EOY$2,900,011EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,640BOYAmt
EOY$23,115EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$26,614BOYAmt
EOY$3,570EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$490,896LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$480,859LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,295BOYAmt
EOY$10,037EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$738BOYAmt
EOY$738EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,736,868BOYAmt
EOY$174,092EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,169,772BOYAmt
EOY$3,195,571EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$33,772BOYAmt
EOY$37,573EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$44,078BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$227,619BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$305,469BOYAmt
EOY$37,573EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$714,636BOYAmt
EOY$154,567EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,149,667BOYAmt
EOY$3,003,431EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,864,303BOYAmt
EOY$3,157,998EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,169,772BOYAmt
EOY$3,195,571EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$576,558ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$1,129,747PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$392,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$390,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$506,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$590,294CurrentTaxYearMinus1YearAmt
Current Tax Year$799,544CurrentTaxYearAmt
Total$2,680,064TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$182,867CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$191,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$204,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,863CurrentTaxYearMinus1YearAmt
Current Tax Year$186,711CurrentTaxYearAmt
Total$950,631TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$575,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$582,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$711,355CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$775,157CurrentTaxYearMinus1YearAmt
Current Tax Year$986,255CurrentTaxYearAmt
Total$3,630,695TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$323,409SubstantialContributorsTotAmt
Public Support Total170$3,307,286PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,326CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$12,650TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,787CurrentTaxYearMinus1YearAmt
Current Tax Year$112CurrentTaxYearAmt
Total$101,541TotalAmt
FieldValueIRS element (for citing)
Total Support$3,744,886TotalSupportAmt
Public Support CY1700.88310PublicSupportCY170Pct
Public Support PY1700.87630PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: MISC. INCOME 2016: 26250. 2017: 23696. 2018: 48696. 2019: 2787. 2020: 112.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,792,008BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$180,267InvestmentEarningsOrLossesAmt
Grants Or Scholarships$115,632GrantsOrScholarshipsAmt
Administrative Expenses$2,775AdministrativeExpensesAmt
End Year Balance$1,853,868EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,448,868BeginningYearBalanceAmt
Contributions$188,454ContributionsAmt
Investment Earnings Or Losses$285,100InvestmentEarningsOrLossesAmt
Grants Or Scholarships$126,201GrantsOrScholarshipsAmt
Administrative Expenses$4,213AdministrativeExpensesAmt
End Year Balance$1,792,008EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,505,124BeginningYearBalanceAmt
Contributions$118,000ContributionsAmt
Investment Earnings Or Losses-$74,344InvestmentEarningsOrLossesAmt
Grants Or Scholarships$67,000GrantsOrScholarshipsAmt
Administrative Expenses$32,912AdministrativeExpensesAmt
End Year Balance$1,448,868EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,463,711BeginningYearBalanceAmt
Investment Earnings Or Losses$192,968InvestmentEarningsOrLossesAmt
Grants Or Scholarships$117,000GrantsOrScholarshipsAmt
Administrative Expenses$34,555AdministrativeExpensesAmt
End Year Balance$1,505,124EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,465,020BeginningYearBalanceAmt
Investment Earnings Or Losses$133,498InvestmentEarningsOrLossesAmt
Grants Or Scholarships$67,000GrantsOrScholarshipsAmt
Administrative Expenses$67,807AdministrativeExpensesAmt
End Year Balance$1,463,711EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$483,696OtherCostOrOtherBasisAmt
Depreciation$477,979DepreciationAmt
Book Value$5,717BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,200OtherCostOrOtherBasisAmt
Depreciation$2,880DepreciationAmt
Book Value$4,320BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,037TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
COLLECTIONS$0
LIFE INS. - CASH SURRENDER VALUE$73,317
RESTRICTED CASH$98,000
DUE FROM FOUNDATION$2,775
FieldValueIRS element (for citing)
Total Book Value Other Assets$174,092TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO RTPI FNDT.$0
CASH DUE TO RTPI FOUNDATION$0
LINE OF CREDIT$0
FieldValueIRS element (for citing)
Total Liability$0TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt V, Line 4INTENDED USES FOR ENDOWMENT FUNDS: THE ENDOWMENT FUNDS AMOUNT REPORTED IN PART V, REPRESENTS THE TOTAL NET ASSETS AT DECEMBER 31, 2020, OF ROGER TORY PETERSON INSTITUTE FOUNDATION, INC. THE FOUNDATION WAS ESTABLISHED AS A TYPE I SUPPORTING ORGANIZATION OF THE INSTITUTE. THE INSTITUTE IS THE SOLE BENEFICIARY OF THE FOUNDATION. THE FOUNDATION'S ENDOWMENT FUNDS AND EARNINGS ARE TO BE USED TO PROVIDE SUPPORT FOR THE GENERAL OPERATION OF THE INSTITUTE.
Pt XI, Line 2dREVENUE AMOUNTS INCLUDED IN FINANCIALS: OTHER INCREASE IN CSV OF LIFE INSURANCE POLICY. $420
Pt III, Line 4SEE DESCRIPTIONS ON PAGE #2 OF THE 990.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 2RELATED PARTY INFORMATION AMONG OFFICERS: TORY PETERSON, TRUSTEE AND LEE ALLEN PETERSON, VICE-CHAIR ARE BROTHERS.
Pt VI, Line 11bORGANIZATION'S PROCESS TO REVIEW FORM 990: A DRAFT OF THE FORM 990 IS MADE AVAILABLE TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENTS. ANY COMMENTS AND/OR QUESTIONS ARE REVIEWED BY MANAGEMENT AND FINANCE COMMITTEE MEMBERS AND NECESSARY CHANGES MADE BEFORE FILING.
Pt VI, Line 15aCOMPENSATION PROCESS FOR TOP OFFICIAL: THE PRESIDENT/CEO TURNS IN AN ACTIVITY REPORT FOR THE YEAR TO THE BOARD CHAIRMAN FOR REVIEW. THE EXECUTIVE COMMITTEE THEN MEETS WITH THE PRESIDENT/CEO TO EVALUATE HIS PERFORMANCE AND TO DETERMINE COMPENSATION.
Pt VI, Line 19GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, AUDIT FINANCIAL STATEMENTS, AND EXEMPT ORGANIZATION RETURNS ARE AVAILABLE UPON REQUEST AT THE INSTITUTE'S OFFICE LOCATED AT 311 CURTIS STREET, JAMESTOWN, NY.
Form 990, Part IX, Line 24eFUND RAISING EXPENSE 15453. 0. 0. 15453.
Form 990, Part IX, Line 24eSPECIAL EVENTS EXPENSE 13116. 0. 0. 13116.
Form 990, Part IX, Line 24eCONTRACTED SERVICES 82469. 65975. 16494. 0.
Form 990, Part IX, Line 24eCOLLECTION RECLASSIFICATION 535071. 535071. 0. 0.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1RTPI FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 CURTIS STREETAddressLine1Txt
CityJAMESTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14701ZIPCd
FieldValueIRS element (for citing)
EIN161574467EIN
Primary ActivitiesFINANCIAL SUPPORTPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status12APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1RTPI INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1RTPI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$115,632InvolvedAmt
Method Of Amount DeterminationDISTRIBUTIONS RECEIVEDMethodOfAmountDeterminationTxt

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