RTPI OF NATURAL HISTORY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RTPI OF NATURAL HISTORY (EIN 11-2724904)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349310669
Schema version
2019v5.1
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)
Return2020-11-16T10:50:23-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W VANSTROM CPAPreparerPersonNm
PTINP00426846PTIN
Phone7166613960PhoneNum
Preparation2020-11-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
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$971,362GrossReceiptsAmt
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 Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$506,466PYContributionsGrantsAmt
CY Contributions Grants$590,294CYContributionsGrantsAmt
PY Program Service Revenue$291,220PYProgramServiceRevenueAmt
CY Program Service Revenue$321,199CYProgramServiceRevenueAmt
PY Investment Income$25,030PYInvestmentIncomeAmt
CY Investment Income$33,191CYInvestmentIncomeAmt
PY Other Revenue$43,469PYOtherRevenueAmt
CY Other Revenue$12,628CYOtherRevenueAmt
PY Total Revenue$866,185PYTotalRevenueAmt
CY Total Revenue$957,312CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$604,862PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$554,306CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,769CYTotalFundraisingExpenseAmt
PY Other Expenses$186,398PYOtherExpensesAmt
CY Other Expenses$514,060CYOtherExpensesAmt
PY Total Expenses$791,260PYTotalExpensesAmt
CY Total Expenses$1,068,366CYTotalExpensesAmt
PY Revenues Less Expenses$74,925PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$111,054CYRevenuesLessExpensesAmt
Total Assets BOY$5,046,726TotalAssetsBOYAmt
Total Assets EOY$5,169,772TotalAssetsEOYAmt
Total Liabilities BOY$73,871TotalLiabilitiesBOYAmt
Total Liabilities EOY$305,469TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,972,855NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,864,303NetAssetsOrFundBalancesEOYAmt
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! RTPI OF NATURAL HISTORY IS THE OFFICIAL INSTITUTIONAL STEWARD OF ROGER TORY PETERSON'S BODY OF WORK AND HIS ENDURING LEGACY. RTPI PROVIDES A POWERFUL SYNERGY OF ART, EDUCATION, AND CONSERVATION THAT IS POSITIVELY FOCUSED ON NATURAL HISTORY AND THE ENVIRONMENT. OUR MESSAGE IS GREATLY AMPLIFIED BY THE MEANINGFUL CONNECTIONS BETWEEN THESE THREE ORGANIZATIONAL "PILLARS" AND IS FOUNDED IN THE CREATIVE AND INNOVATIVE BODY OF WORK BY DR. PETERSON THAT ADVANCED ENVIORNMENTAL AWARENESS AND PROTECTION THOUGHOUT THE 20TH CENTURY. IN THIS SPIRIT, WE CONTINUE TO DEVELOP AND IMPLEMENT MEANINGFUL NATURE-ORIENTED ART, EDUCATION AND CONSERVATION INITIATIVES THAT OPEN PEOPLE'S EYES TO THE NATURAL WORLD AROUND THEM - INITIATIVES THAT ARE FOCUSED ON PLACE, BUT ARE CONNECTED THROUMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$352,030ExpenseAmt
Grant$0GrantAmt
Revenue$3,637RevenueAmt
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$333,256ExpenseAmt
Grant$0GrantAmt
Revenue$202,020RevenueAmt
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$197,457ExpenseAmt
Grant$0GrantAmt
Revenue$115,542RevenueAmt
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$882,743TotalProgramServiceExpensesAmt
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee22EmployeeCnt
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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 (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
WILLAM R HACKNEY III
CHAIR1.00Yes (X)Yes (X)$0$0$0
MICHAEL LIBERATI
TRUSTEE1.00Yes (X)$0$0$0
MIKE LYONS
TRUSTEE1.00Yes (X)$0$0$0
LEE ALLEN PETERSON
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
DOUG SCHUTTE CHFC
TREASURER1.00Yes (X)Yes (X)$0$0$0
LINDA GOODRIDGE STECKLEY
TRUSTEE1.00Yes (X)$0$0$0
JONATHAN WESTON
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MARILYN ZAGORA PHD
TRUSTEE1.00Yes (X)$0$0$0
WARREN C BLANCHARD JR
TRUSTEE1.00Yes (X)$0$0$0
WILSON MUDGE
TRUSTEE1.00Yes (X)$0$0$0
TORY C PETERSON
TRUSTEE1.00Yes (X)$0$0$0
ALBERTO REY
TRUSTEE1.00Yes (X)$0$0$0
ERICA STANAT
TRUSTEE1.00Yes (X)$0$0$0
CHRIS ANDERSON
TRUSTEE1.00Yes (X)$0$0$0
GEORGE HARPER
TRUSTEE1.00Yes (X)$0$0$0
ANTON LEENDERS
PRESIDENT & CEO40.00$92,118$0$4,239Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$92,118TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,239TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$126,201RelatedOrganizationsAmt
All Other Contributions$464,093AllOtherContributionsAmt
Total Contributions$590,294TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
SERVICE AGREEMENT REVENUE541900$202,020$0$0
PROGRAM REVENUE611710$119,179$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$321,199TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$33,189OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$33,189OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,189TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$33,189ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$24,416GrossSalesOfInventoryAmt
Cost Of Goods Sold$14,050CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,366TotalRevenueColumnAmt
Related Or Exempt Func Income$10,366RelatedOrExemptFuncIncomeAmt

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$2,262$2,262$0$0
FieldValueIRS element (for citing)
Other Revenue Total$2,262OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$957,312TotalRevenueColumnAmt
Related Or Exempt Func Income$333,827RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$33,191ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$92,118TotalAmt
Program Services$82,906ProgramServicesAmt
Management And General$4,606ManagementAndGeneralAmt
Fundraising$4,606FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$379,390TotalAmt
Program Services$308,052ProgramServicesAmt
Management And General$35,669ManagementAndGeneralAmt
Fundraising$35,669FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$46,306TotalAmt
Program Services$37,679ProgramServicesAmt
Management And General$4,314ManagementAndGeneralAmt
Fundraising$4,313FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,492TotalAmt
Program Services$30,256ProgramServicesAmt
Management And General$3,120ManagementAndGeneralAmt
Fundraising$3,116FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,155TotalAmt
Program Services$0ProgramServicesAmt
Management And General$9,155ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,822TotalAmt
Program Services$15,965ProgramServicesAmt
Management And General$17,857ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,024TotalAmt
Program Services$6,731ProgramServicesAmt
Management And General$4,504ManagementAndGeneralAmt
Fundraising$8,789FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,966TotalAmt
Program Services$6,276ProgramServicesAmt
Management And General$897ManagementAndGeneralAmt
Fundraising$1,793FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$246,564TotalAmt
Program Services$221,565ProgramServicesAmt
Management And General$14,862ManagementAndGeneralAmt
Fundraising$10,137FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,310TotalAmt
Program Services$7,917ProgramServicesAmt
Management And General$1,131ManagementAndGeneralAmt
Fundraising$2,262FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,969TotalAmt
Program Services$3,477ProgramServicesAmt
Management And General$1,492ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,647TotalAmt
Program Services$3,282ProgramServicesAmt
Management And General$183ManagementAndGeneralAmt
Fundraising$182FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,005TotalAmt
Program Services$22,505ProgramServicesAmt
Management And General$1,250ManagementAndGeneralAmt
Fundraising$1,250FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM & WORKSHOP EXP$116,513$116,513$0$0
VEHICLE EXPENSE$2,437$1,706$244$487
MISCELLANEOUS$1,204$964$120$120
EQUIPMENT$1,117$1,005$67$45

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,327TotalAmt
Program Services$15,944ProgramServicesAmt
Management And General$13,383ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,068,366TotalAmt
Program Services$882,743ProgramServicesAmt
Management And General$112,854ManagementAndGeneralAmt
Fundraising$72,769FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$90,495BOYAmt
EOY$130,999EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,140,773BOYAmt
EOY$3,244,618EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$41,542BOYAmt
EOY$16,640EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$19,791BOYAmt
EOY$26,614EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$530,467LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$517,172LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,942BOYAmt
EOY$13,295EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$736BOYAmt
EOY$738EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,736,447BOYAmt
EOY$1,736,868EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,046,726BOYAmt
EOY$5,169,772EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,271BOYAmt
EOY$33,772EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$44,078EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,600BOYAmt
EOY$227,619EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$73,871BOYAmt
EOY$305,469EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$677,860BOYAmt
EOY$714,636EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,294,995BOYAmt
EOY$4,149,667EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,972,855BOYAmt
EOY$4,864,303EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,046,726BOYAmt
EOY$5,169,772EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$111,054ReconcilationRevenueExpnssAmt
Prior Period Adjustments$2,502PriorPeriodAdjustmentsAmt
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$260,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$392,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$390,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$506,466CurrentTaxYearMinus1YearAmt
Current Tax Year$590,294CurrentTaxYearAmt
Total$2,141,487TotalAmt

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$118,825CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$182,867CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$191,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$204,889CurrentTaxYearMinus1YearAmt
Current Tax Year$184,863CurrentTaxYearAmt
Total$882,745TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$379,792CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$575,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$582,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$711,355CurrentTaxYearMinus1YearAmt
Current Tax Year$775,157CurrentTaxYearAmt
Total$3,024,232TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$255,416SubstantialContributorsTotAmt
Public Support Total170$2,768,816PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,290CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,892CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,430CurrentTaxYearMinus1YearAmt
Current Tax Year$2CurrentTaxYearAmt
Total$14,940TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,131CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,696CurrentTaxYearMinus1YearAmt
Current Tax Year$2,787CurrentTaxYearAmt
Total$120,560TotalAmt
FieldValueIRS element (for citing)
Total Support$3,159,732TotalSupportAmt
Gross Receipts Rltd Activities$1,299,583GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87630PublicSupportCY170Pct
Public Support PY1700.83450PublicSupportPY170Pct
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 2015: 19131. 2016: 26250. 2017: 23696. 2018: 48696. 2019: 2787.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$1,448,868BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,794,270BeginningYearBalanceAmt
Investment Earnings Or Losses-$48,684InvestmentEarningsOrLossesAmt
Grants Or Scholarships$53,333GrantsOrScholarshipsAmt
Other Expenditures$196,461OtherExpendituresAmt
Administrative Expenses$30,772AdministrativeExpensesAmt
End Year Balance$1,465,020EndYearBalanceAmt
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$523,267OtherCostOrOtherBasisAmt
Depreciation$515,732DepreciationAmt
Book Value$7,535BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,200OtherCostOrOtherBasisAmt
Depreciation$1,440DepreciationAmt
Book Value$5,760BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,295TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
COLLECTIONS$1,664,819
LIFE INS. - CASH SURRENDER VALUE$72,049
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,736,868TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO RTPI FNDT.$187,619
CASH DUE TO RTPI FOUNDATION$0
LINE OF CREDIT$40,000
FieldValueIRS element (for citing)
Total Liability$227,619TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$957,312TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$187,822DonatedServicesAndUseFcltsAmt
Other Revenue$420OtherRevenueAmt
Revenue Not Reported$188,242RevenueNotReportedAmt
Revenue Subtotal$769,070RevenueSubtotalAmt
Total Revenue Per Form990$769,070TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,068,366TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,068,366ExpensesSubtotalAmt
Total Expenses Per Form990$1,068,366TotalExpensesPerForm990Amt

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, 2019, 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 (4 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.

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$126,201InvolvedAmt
Method Of Amount DeterminationDISTRIBUTIONS RECEIVEDMethodOfAmountDeterminationTxt

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