OPEN SPACE INSTITUTE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201923129349301257
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T08:53:49-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | 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 | 2018-01-01 | 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 NO 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K ANDERBERG | PersonNm |
| Person Title | SVP & GEN. COUNSEL | PersonTitleTxt |
| Phone | 2122908200 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA M CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2019-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.165.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 07:33:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 86324AA6648A884C06306129ED8808CB1BD1A3DC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER J ELLIMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY NO 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,967,504 | 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 | OPEN SPACE INSTITUTE AND ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST, PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $40,237 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,680,361 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,761,533 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $406,244 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,734 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,725 | PYOtherRevenueAmt |
| CY Other Revenue | $10,217 | CYOtherRevenueAmt |
| PY Total Revenue | $2,147,064 | PYTotalRevenueAmt |
| CY Total Revenue | $3,908,202 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $270,326 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,718,404 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $336,809 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $338,414 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,388 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $352,385 | PYOtherExpensesAmt |
| CY Other Expenses | $408,601 | CYOtherExpensesAmt |
| PY Total Expenses | $959,520 | PYTotalExpensesAmt |
| CY Total Expenses | $2,465,419 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,187,544 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,442,783 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,037,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,853,848 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,765,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,410,265 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,271,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,443,583 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OSI CONSERVES LAND TO PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES AND TO ENSURE PUBLIC ENJOYMENT, EQUITABLE ACCESS, INTACT HABITATS AND COMMUNITY ENGAGEMENT IN LAND PROTECTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $655,741 | ExpenseAmt |
| Grant | $83,224 | GrantAmt |
| Revenue | $172,971 | RevenueAmt |
| Desc | CONSERVATION COMMUNITIES: CITIZEN ACTION IS OSI'S PRINCIPAL INITIATIVE IN THIS PROGRAM. CITIZEN ACTION IS DEDICATED TO PROMOTING GREATER AND EQUITABLE ACCESS TO CONSERVED OPEN SPACE AND TO WORK WITH GRASS ROOTS ORGANIZATIONS TO PROTECT LAND AND COMMUNITIES. OSI OFFERS LEGAL, FINANCIAL AND ADMINISTRATIVE SUPPORT TO TWENTY-SEVEN GRASS ROOTS ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,417 | ExpenseAmt |
| Grant | $83,500 | GrantAmt |
| Desc | ENVIRONMENTAL EDUCATION: THIS PROGRAM INCLUDES BOTH THE MALCOLM GORDON CHARITABLE FUND WHICH MAKES GRANTS TO LOCAL ORGANIZATIONS FOR ENVIRONMENTAL EDUCATION PROGRAMS AND THE BARNABUS MCHENRY HUDSON RIVER VALLEY AWARDS PROGRAM WHICH ANNUALLY GRANTS FUNDS TO PAIRINGS OF YOUNG LEADERS AND EXEMPLARY PROJECTS THAT MAKE SIGNIFICANT CONTRIBUTIONS IN ENVIRONMENTAL CONSERVATION, HISTORIC PRESERVATION, TOURISM, AND THE ARTS IN THE HUDSON RIVER VALLEY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE ORGANIZATION THROUGH ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST ("OSILT") PROTECTS CRITICAL OPEN SPACES, HABITATS, RECREATIONAL LANDS, FAMILY FARMS AND HISTORIC SITES THROUGH DIRECT ACQUISITION AND CONSERVATION EASEMENTS. IN ADDITION, OSILT ALSO PROVIDES GRANTS AND LOANS PRIMARILY TO OTHER LAND TRUSTS FOR TRANSACTIONS IN SELECTED GEOGRAPHIES IN THE EASTERN UNITED STATES AND CANADA THAT PROTECT HABITAT, OPEN SPACE, WATER QUALITY AND LANDS THAT SAFEGUARD WILDLIFE IN A CHANGING CLIMATE. IN 2018, OSILT PROTECTED 25,505 ACRES HAVING A FAIR MARKET VALUE OF $23 MILLION. IN ADDITION, OSILT MADE 45 GRANTS TOTALING $7.8 MILLION, RESULTING IN THE PROTECTION OF 29,978 ACRES IN FOURTEEN STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $52 MILLION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,551,680 | ExpenseAmt |
| Grant | $1,551,680 | GrantAmt |
| Desc | THE ORGANIZATION IS FACILITATING THE SPIN-OFF OF ONE OF ITS SUPPORTING ORGANIZATIONS, THE BEAVERKILL VALLEY LAND TRUST (BVLT). BVLT BECAME AN INDEPENDENT ORGANIZATION ON MARCH 9, 2018. OSI WILL CONTINUE TO PROVIDE SUPPORT TO BVLT UNTIL 2021, WHICH WILL INCLUDE ANNUAL GRANTS AND THE SHARING OF SOME EXPENSES. IN 2018, OSI PROVIDED BVLT WITH A $30,000 OPERATING GRANT AND PROVIDED $1,288,043 IN NONCASH ASSISTANCE IN THE FORM OF DEBT FORGIVENESS AND THE TRANSFER OF FEE PARCELS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,551,680 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,551,680 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,291,838 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 56 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 | Yes (1) | 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 | DC | 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 | ME | 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 |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH HOLLAND | 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 (44 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-CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL ASH | ||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE NIEMCZYK | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DALE S BRYK | ||||||||
| BOARD MEMBER (LEFT 1/31/19) | 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 | ||
| 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 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 | ||
| JOHN H ADAMS | ||||||||
| CO-CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSHUA GINSBERG | ||||||||
| 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 | ||
| PAUL J ELSTON | ||||||||
| 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 | ||
| STEPHEN J CLEARMAN | ||||||||
| BOARD MEMBER (LEFT 3/15/19) | 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 | ||||||||
| TREASURER | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS WRIGHT | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W BARNABAS 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 | ||
| CHRISTOPHER ELLIMAN | ||||||||
| PRESIDENT & CEO | 38.00 | 2.00 | Yes (X) | $466,322 | $0 | $65,507 | ||
| ERIK KULLESEID | ||||||||
| SVP, NYS PARKS (LEFT 1/21/19) | 38.00 | 2.00 | Yes (X) | $205,354 | $0 | $49,796 | ||
| JEFFREY LEJAVA | ||||||||
| VP & ASSOC. GENERAL COUNSEL | 33.00 | 7.00 | Yes (X) | $172,884 | $0 | $52,015 | ||
| JENNIFER MELVILLE | ||||||||
| VP, CONSERV. GRANTS & LOANS | 38.00 | 2.00 | Yes (X) | $122,529 | $0 | $41,538 | ||
| JOSEPH HOLLAND | ||||||||
| ASST. TREASURER/CONTROLLER | 38.00 | 2.00 | Yes (X) | $124,699 | $0 | $16,196 | ||
| NATE BERRY | ||||||||
| VICE PRESIDENT | 38.00 | 2.00 | Yes (X) | $201,295 | $0 | $52,657 | ||
| PETER HOWELL | ||||||||
| EXECUTIVE VP, CONSERVATION | 38.00 | 2.00 | Yes (X) | $247,869 | $0 | $43,989 | ||
| RACHEL PIVNICK | ||||||||
| SVP & CFO (LEFT 3/29/19) | 38.00 | 2.00 | Yes (X) | $203,190 | $0 | $29,961 | ||
| ROBERT K ANDERBERG | ||||||||
| SVP & GENERAL COUNSEL | 36.00 | 4.00 | Yes (X) | $219,843 | $0 | $43,131 | ||
| SAMAYLA DEUTCH | ||||||||
| SVP & GENERAL COUNSEL | 38.00 | 2.00 | Yes (X) | $212,155 | $0 | $43,151 | ||
| TALLY BLUMBERG | ||||||||
| SVP, PROGRAMS | 38.00 | 2.00 | Yes (X) | $243,924 | $0 | $53,029 | ||
| TERRENCE NOLAN | ||||||||
| SVP, CONSERVATION TRANSACT | 38.00 | 2.00 | Yes (X) | $201,850 | $0 | $52,796 | ||
| EILEEN LARABEE | ||||||||
| ASSOC. DIR. PARKS | 1.00 | 39.00 | $161,481 | $0 | $47,394 | Yes (X) | ||
| LESLEY KANE SZYNAL | ||||||||
| DIR. OUTDOORS AMERICA | 1.00 | 39.00 | $218,617 | $0 | $51,155 | Yes (X) | ||
| LORIJEANE MOODY | ||||||||
| DIRECTOR, DEVELOPMENT | 1.00 | 39.00 | $160,702 | $0 | $18,229 | Yes (X) | ||
| REBEKAH GERARD | ||||||||
| DIR. OF ADM | 1.00 | 39.00 | $120,607 | $0 | $25,837 | Yes (X) | ||
| ABIGAIL WEINBERG | ||||||||
| DIRECTOR OF RESEARCH | 39.00 | 1.00 | $114,159 | $0 | $32,867 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,397,480 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $719,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BKSK ARCHITECTS | |||||
| 28 WEST 25TH STREET 4TH FLOOR | NEW YORK | NY | 10010 | ARCHITECTURAL SERVICES | $142,936 |
| CONSERVATION PATHWAYS LLC | |||||
| P O BOX 625 | SAN ANSELMO | CA | 94979 | CONSULTING SERVICES | $110,000 |
| TAHAWUS TRAILS LLC | |||||
| P O BOX 31 | ACCORD | NY | 12404 | CONSULTING SERVICES | $104,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $302,741 | FundraisingAmt |
| Related Organizations | $1,092,129 | RelatedOrganizationsAmt |
| All Other Contributions | $2,366,663 | AllOtherContributionsAmt |
| Noncash Contributions | $1,134,096 | NoncashContributionsAmt |
| Total Contributions | $3,761,533 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE INCOME | 900099 | $54,473 | $54,473 |
| MANAGEMENT FEES | 900099 | $49,423 | $49,423 |
| ADMISSION FEES | 900099 | $22,491 | $22,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,065 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $302,741 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $59,302 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,302 | TotalRevenueColumnAmt |
| Exclusion | -$26,302 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SETTLEMENT | 900099 | $23,080 | $23,080 |
| MISCELLANEOUS | 900099 | $13,439 | $13,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,908,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $172,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$26,302 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,404 | TotalAmt |
| Program Services | $1,718,404 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,576 | TotalAmt |
| Program Services | $58,635 | ProgramServicesAmt |
| Management And General | $48,609 | ManagementAndGeneralAmt |
| Fundraising | $11,332 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,813 | TotalAmt |
| Program Services | $153,487 | ProgramServicesAmt |
| Management And General | $21,312 | ManagementAndGeneralAmt |
| Fundraising | $14 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,128 | TotalAmt |
| Program Services | $27,490 | ProgramServicesAmt |
| Management And General | $5,415 | ManagementAndGeneralAmt |
| Fundraising | $223 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,897 | TotalAmt |
| Program Services | $8,833 | ProgramServicesAmt |
| Management And General | $2,687 | ManagementAndGeneralAmt |
| Fundraising | $377 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,504 | TotalAmt |
| Management And General | $2,504 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,877 | TotalAmt |
| Program Services | $111,844 | ProgramServicesAmt |
| Management And General | $14,856 | ManagementAndGeneralAmt |
| Fundraising | $177 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,535 | TotalAmt |
| Program Services | $59,583 | ProgramServicesAmt |
| Management And General | $4,547 | ManagementAndGeneralAmt |
| Fundraising | $11,405 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,455 | TotalAmt |
| Program Services | $100,379 | ProgramServicesAmt |
| Management And General | $21,291 | ManagementAndGeneralAmt |
| Fundraising | $2,785 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,340 | TotalAmt |
| Program Services | $37,746 | ProgramServicesAmt |
| Management And General | $11,274 | ManagementAndGeneralAmt |
| Fundraising | $320 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,963 | TotalAmt |
| Management And General | $2,963 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $19,407 | $7,917 | $1,735 | $9,755 |
| PROPERTY MAINTENANCE | $7,520 | $7,520 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465,419 | TotalAmt |
| Program Services | $2,291,838 | ProgramServicesAmt |
| Management And General | $137,193 | ManagementAndGeneralAmt |
| Fundraising | $36,388 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418 | BOYAmt |
| EOY | $625 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,191,826 | BOYAmt |
| EOY | $5,331,943 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,731 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,088 | BOYAmt |
| EOY | $111,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,492,961 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,246,992 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,147 | BOYAmt |
| EOY | $245,969 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,965,046 | BOYAmt |
| EOY | $1,766,623 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $397,526 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,037,256 | BOYAmt |
| EOY | $7,853,848 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,227 | BOYAmt |
| EOY | $450,267 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,039 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,313 | BOYAmt |
| EOY | $959,998 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,765,579 | BOYAmt |
| EOY | $1,410,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,915,855 | BOYAmt |
| EOY | $3,995,783 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,355,822 | BOYAmt |
| EOY | $2,447,800 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,271,677 | BOYAmt |
| EOY | $6,443,583 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,037,256 | BOYAmt |
| EOY | $7,853,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,442,783 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$229,640 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$41,237 | 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 | $1,851,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $811,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $828,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,680,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,761,533 | CurrentTaxYearAmt |
| Total | $8,934,140 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,851,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $811,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $828,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,680,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,761,533 | CurrentTaxYearAmt |
| Total | $8,934,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,828,807 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,105,333 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,065 | CurrentTaxYearAmt |
| Total | $197,338 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,519 | CurrentTaxYearAmt |
| Total | $257,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,388,680 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,127,027 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86720 | 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 - 2014 AMOUNT: $ 46,126. 2018 AMOUNT: $ 36,519. SALES REVENUE - 2014 AMOUNT: $ 35,686. OTHER - 2014 AMOUNT: $ 671. SPECIAL EVENTS - 2014 AMOUNT: $ 28,700. 2015 AMOUNT: $ 21,400. 2016 AMOUNT: $ 23,900. 2017 AMOUNT: $ 31,200. 2018 AMOUNT: $ 33,000. | 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 | $134,441 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $223,003 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $357,444 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,506,656 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $39,739,263 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,506,656 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $40,096,707 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $275,333 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,833 | 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 | $352,575 | CurrentYearMinus3Amt |
| Current Year Minus2 | $295,257 | CurrentYearMinus2Amt |
| Current Year Minus1 | $328,578 | CurrentYearMinus1Amt |
| Current Year | $357,444 | CurrentYearAmt |
| Total | $1,333,854 | 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 | $193,248 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,538 | CurrentYearMinus2Amt |
| Current Year Minus1 | $113,171 | CurrentYearMinus1Amt |
| Current Year | $134,441 | CurrentYearAmt |
| Total | $562,398 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,203,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,965,077 | DepreciationAmt |
| Book Value | $238,624 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,427 | DepreciationAmt |
| Book Value | $7,345 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $182,488 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $245,969 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS ON LEASE | $876 |
| 457 B PLAN ACCOUNT | $396,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $397,526 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $559,323 |
| DEFERRED COMPENSATION PAYABLE | $396,650 |
| SECURITY DEPOSITS PAYABLE | $4,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $959,998 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,913,048 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$229,640 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $9,267,313 | OtherRevenueAmt |
| Revenue Not Reported | $9,037,673 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,875,375 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,032,827 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,032,827 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,908,202 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,276,935 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $36,903,645 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $36,903,645 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,373,290 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,092,129 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,092,129 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,465,419 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2018 AND 2017 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 9,510,631. CONSOLIDATING ELIMINATIONS -243,318. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -59,302. CONTRIBUTION RECEIVED FROM OSILT 1,092,129. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITIES' EXPENSES 37,046,424. CONSOLIDATING ELIMINATION -243,318. DIRECT FUNDRAISING EXPENSES 59,302. NON DEDUCTIBLE TRANSPORTATION BENEFITS 41,237. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LAND DISTRIBUTED TO BEAVERKILL VALLEY 1,092,129. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $335,741 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $302,741 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $59,302 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $335,741 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $302,741 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $59,302 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $59,302 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,302 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | ||||||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(C)(3) | $6,000 | MCHENRY HUDSON RIVER VALLEY AWARDS | |||
| BANNERMAN CASTLE TRUST INC | ||||||||||
| PO BOX 843 | GLENHAM | NY | 11201 | 061410979 | 501(C)(3) | $6,000 | MALCOM GORDON CHARITABLE FUND | |||
| FRIENDS OF VAN CORTLANDT PARK INC | ||||||||||
| 80 VAN CORTLANDT PARK SOUTH ROOM E1 | BRONX | NY | 10463 | 133843182 | 501(C)(3) | $6,000 | MCHENRY HUDSON RIVER VALLEY AWARDS | E1 | ||
| PALISADES PARKS CONSERVANCY INC | ||||||||||
| 3006 SEVEN LAKES DRIVE PO BOX 427 | BEAR MOUNTAIN | NY | 10911 | 134138370 | 501(C)(3) | $6,000 | MCHENRY HUDSON RIVER VALLEY AWARDS | |||
| NEW YORK NEW JERSEY TRAIL CONFERENCE INC | ||||||||||
| 600 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | 226042838 | 501(C)(3) | $6,000 | MCHENRY HUDSON RIVER VALLEY AWARDS | |||
| HUDSON VALLEY SEED | ||||||||||
| 380 MAIN STREET SUITE 200 | BEACON | NY | 12508 | 463267308 | 501(C)(3) | $8,000 | MALCOLM GORDON CHARITABLE FUND | |||
| HUDSON RIVER SLOOP CLEARWATER INC | ||||||||||
| 72 WOLCOTT AVENUE | BEACON | NY | 12508 | 146049022 | 501(C)(3) | $8,000 | MALCOM GORDON CHARITABLE FUND | |||
| JOLLY ROVERS TRAIL CREW INC | ||||||||||
| 72 PRICES SWITCH RD | WARWICK | NY | 10990 | 472961021 | 501(C)(3) | $8,000 | MALCOLM GORDON CHARITABLE FUND | |||
| HUDSON HIGHLANDS NATURE MUSEUM | ||||||||||
| PO BOX 451 120 MUSER DRIVE | CORNWALL | NY | 12518 | 141470087 | 501(C)(3) | $10,000 | MALCOM GORDON CHARITABLE FUND | |||
| HARBORLAB | ||||||||||
| 53-21 VERNON BLD | LONG ISLAND CITY | NY | 11101 | 800853728 | 501(C)(3) | $10,000 | CITIZEN ACTION PROGRAM | |||
| ECOLOGICAL CITIZEN'S PROJECT INC | ||||||||||
| 69 SOUTH MOUNTAIN PASS | GARRISON | NY | 10524 | 812903289 | 501(C)(3) | $10,324 | MALCOM GORDON CHARITABLE FUND | |||
| CITIZEN CLIMATE COST PROJECT LTD HARVARD BUSINESS SERVICES INC | ||||||||||
| 16192 COASTA HIGHWAY | LEWES | DE | 19958 | 474444404 | 501(C)(3) | $24,791 | CITIZEN ACTION PROGRAM | |||
| BEAVERKILL VALLEY LAND TRUST INC | ||||||||||
| 1350 BROADWAY NO 201 | NEW YORK | NY | 10018 | 133545322 | 501(C)(3) | $30,000 | TO SUPPORT RELATED ORGANIZATION | $1,542,663 | FORGIVNESS OF DEBT AND TRANSFER OF LAND | |
| ADIRONDACK COUNCIL | ||||||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 12932 | 141594386 | 501(C)(3) | $33,751 | CITIZEN ACTION PROGRAM | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | 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 | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 ELLIMAN | ||||||||||||||
| PRESIDENT & CEO | $465,103 | $0 | $0 | $0 | $1,219 | $0 | $22,000 | $0 | $43,507 | $0 | $531,829 | $0 | $0 | $0 |
| ERIK KULLESEID | ||||||||||||||
| SVP, NYS PARKS (LEFT 1/21/19) | $204,580 | $0 | $0 | $0 | $774 | $0 | $16,724 | $0 | $33,072 | $0 | $255,150 | $0 | $0 | $0 |
| JEFFREY LEJAVA | ||||||||||||||
| VP & ASSOC. GENERAL COUNSEL | $169,614 | $0 | $3,000 | $0 | $270 | $0 | $14,520 | $0 | $37,495 | $0 | $224,899 | $0 | $0 | $0 |
| JENNIFER MELVILLE | ||||||||||||||
| VP, CONSERV. GRANTS & LOANS | $121,817 | $0 | $0 | $0 | $712 | $0 | $9,978 | $0 | $31,560 | $0 | $164,067 | $0 | $0 | $0 |
| NATE BERRY | ||||||||||||||
| VICE PRESIDENT | $172,089 | $0 | $29,044 | $0 | $162 | $0 | $16,137 | $0 | $36,520 | $0 | $253,952 | $0 | $0 | $0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP, CONSERVATION | $246,681 | $0 | $0 | $0 | $1,188 | $0 | $20,252 | $0 | $23,737 | $0 | $291,858 | $0 | $0 | $0 |
| RACHEL PIVNICK | ||||||||||||||
| SVP & CFO (LEFT 3/29/19) | $202,416 | $0 | $0 | $0 | $774 | $0 | $16,480 | $0 | $13,481 | $0 | $233,151 | $0 | $0 | $0 |
| ROBERT K ANDERBERG | ||||||||||||||
| SVP & GENERAL COUNSEL | $218,655 | $0 | $0 | $0 | $1,188 | $0 | $17,907 | $0 | $25,224 | $0 | $262,974 | $0 | $0 | $0 |
| SAMAYLA DEUTCH | ||||||||||||||
| SVP & GENERAL COUNSEL | $212,155 | $0 | $0 | $0 | $0 | $0 | $17,427 | $0 | $25,724 | $0 | $255,306 | $0 | $0 | $0 |
| TALLY BLUMBERG | ||||||||||||||
| SVP, PROGRAMS | $228,298 | $0 | $15,356 | $0 | $270 | $0 | $19,857 | $0 | $33,172 | $0 | $296,953 | $0 | $0 | $0 |
| TERRENCE NOLAN | ||||||||||||||
| SVP, CONSERVATION TRANSACT | $201,580 | $0 | $0 | $0 | $270 | $0 | $16,724 | $0 | $36,072 | $0 | $254,646 | $0 | $0 | $0 |
| EILEEN LARABEE | ||||||||||||||
| ASSOC. DIR. PARKS | $161,067 | $0 | $0 | $0 | $414 | $0 | $13,322 | $0 | $34,072 | $0 | $208,875 | $0 | $0 | $0 |
| LESLEY KANE SZYNAL | ||||||||||||||
| DIR. OUTDOORS AMERICA | $218,203 | $0 | $0 | $0 | $414 | $0 | $17,833 | $0 | $33,322 | $0 | $269,772 | $0 | $0 | $0 |
| LORIJEANE MOODY | ||||||||||||||
| DIRECTOR, DEVELOPMENT | $160,288 | $0 | $0 | $0 | $414 | $0 | $13,045 | $0 | $5,184 | $0 | $178,931 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUS DISPLAYED IN COLUMN (II) WERE APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN CLEARMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $12,633 | TransactionAmt |
| Transaction | PART VSTEPHEN CLEARMAN WAS A TRUSTEE OF BOTH OSI AND OSILT UNTIL HE RESIGNED IN MARCH OF 2019. MR. CLEARMAN IS ALSO A MANAGING PARTNER OF KINDERHOOK, LP, IN WHICH OSILT HAD INVESTED. IN AUGUST OF 2015 KINDERHOOK ANNOUNCED THAT THEY WOULD BE LIQUIDATING THEIR PARTNERSHIP. KINDERHOOK HAS MADE YEARLY DISTRIBUTIONS AS THEY LIQUIDATE THEIR PORTFOLIO, BUT THEY HAVE NOT COMPLETED THE PROCESS AS YET. MANAGEMENT FEES PAID BY OSILT TO KINDERHOOK, LP DURING THE TAXABLE YEAR ENDED 12/31/18 TOTALED $12,633. MR. CLEARMAN HAD RECUSED HIMSELF FROM ANY DECISION REGARDING THE OISLT INVESTMENT IN KINDERHOOK, LP. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,967 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LAND | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,092,129 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A | THE 1099'S ISSUED BY OPEN SPACE INSTITUTE, INC INCLUDES AMOUNTS PAID BY OPEN SPACE INSTITUTE LAND TRUST, INC. |
| FORM 990, PART VI, SECTION A, LINE 2 | SAMUEL W. LAMBERT III, BOARD MEMBER, AND HOLLY HEGENER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. HOLLY HEGENER IS SAMUEL LAMBERT'S STEP DAUGHTER. |
| 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 HIMSELF OR HERSELF 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 15 | 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 (OTHER TOP MANAGEMENT AND KEY EMPLOYEES ARE REVIEWED AT LEAST ANNUALLY BY THE CEO/PRESIDENT). 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 XI, LINE 9: | NON DEDUCTIBLE TRANSPORTATION BENEFITS -41,237. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OPEN SPACE INSTITUTE LAND TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133028060 | LAND CONSERVATION | NY | 501(C)(3) | LINE 12A, I | OPEN SPACE INSTITUTE INC | Yes (1) |
| BEAVERKILL VALLEY LAND TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | LAND CONSERVATION | NY | 501(C)(3) | LINE 12A, I | OPEN SPACE INSTITUTE INC | Yes (1) |
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 |
| 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OPEN SPACE INSTITUTE LAND TRUST INC | ||
| C | $1,092,129 | APPRAISAL |
| OPEN SPACE INSTITUTE LAND TRUST INC | ||
| N | $1,339,534 | ALLOCATED EXPENSES |
| OPEN SPACE INSTITUTE LAND TRUST INC | ||
| O | $7,500,928 | ALLOCATED EXPENSES |
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 | $134,441 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $223,003 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $357,444 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $37,232,607 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $37,590,051 | 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