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SARATOGA INSTITUTE INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SARATOGA INSTITUTE INC (EIN 14-1664693)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349201211
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T08:32:12-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141662664PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEST & COMPANY CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1219AddressLine1Txt
CityGLOVERSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP120780354ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141664693EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARATOGA INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone5185876433PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 SPRING STREETAddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH TORKELSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5185876433PhoneNum
Signature2017-10-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRISHA ROGERS-BYRNSPreparerPersonNm
PTINP00175220PTIN
Phone5187257127PhoneNum
Preparation2017-11-15PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdEC0BFB99E0BA434A2E31B32C38654B0D6FE454D3AtSubmissionCreationDeviceId
At Submission Filing Device IdEC0BFB99E0BA434A2E31B32C38654B0D6FE454D3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.ACASE.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$114,715GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$87,823ContributionsGiftsGrantsEtcAmt
Program Service Revenue$12,724ProgramServiceRevenueAmt
Investment Income$1InvestmentIncomeAmt
Sale Of Assets Gross$14,167SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$14,442CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$275GainOrLossFromSaleOfAssetsAmt
Total Revenue$100,273TotalRevenueAmt
Salaries Other Comp Empl Bnft$20,652SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$56,358OtherExpensesTotalAmt
Total Expenses$78,510TotalExpensesAmt
Excess Or Deficit For Year$21,763ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$71,405NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$7,426OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$100,594NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$73,159BOYAmt
EOY$104,763EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,159BOYAmt
EOY$104,763EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,754BOYAmt
EOY$4,169EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$71,405BOYAmt
EOY$100,594EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE A WIDE VARIETY OF EDUCATIONAL MATERIALS/EXPERIENCES TO THE GENERAL PUBLIC IN THE FORM OF WRITTEN MATERIALS, COMMUNITY FORUMS, WORKSHOPS/CONFERENCES, AND/OR PRESENTATIONS. GRANTS ARE AWARDED TO INDIVIUALS AND/OR ORGANIZATIONS WHOSE PUBLICATIONS, RESEARCH, OR PRESENTATIONS WILL PROVIDE EDUCATIONAL PRODUCTS OR SERVICES TO/FOR THE GENERAL PUBLIC. GRANT APPLICANTS MUST SUBMIT WRITTEN PROPOSALS TO THE BOARD OF DIRECTORS. NO GRANTS WERE AWARDED IN 2015.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
PROVIDE GALLERY SPACE FOR ART EXHIBITION PROGRAMS TO ENABLE DEVELOPING ARTISTS TO PRESENT AND SELL ARTWORK TO THE PUBLIC WITH A PORTION OF PROCEEDS GIVEN TO THE ORGANIZATION.$49,802
ACASE(ASSN FOR THE COOP. ADVANCEMENT OF SCIENCE & EDUCATION) TO DEVELOP NEW WAYS TO ASSESS STUDENTS' UNDERSTANDING OF SCIENTIFIC THEORIES, AND GIVES TEACHERS BETTER WAYS TO ASSESS STUDENT LEARNING.$2,530
ACE(UPSTATE ALLIANCE FOR THE CREATIVE ECONOMY)ACE IS WORKING WITH CROSS- SECTOR, GEOGRAPHICALLY DIVERSE INDIVIDUALS, PRIVATE AND PUBLIC ORGANIZATIONS, NONPROFITS, AND COMMUNITY LEADERSHIP TO DEVELOP AND IMPLEMENT PROGRAMS THAT BENEFIT THE PEOPLE, PLACES, AND CREATIVITY OF THE GREATER CAPITAL REGION.$21,552
FieldValueIRS element (for citing)
Total Program Service Expenses$73,884TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BARBARA GLASER
DIRECTOR000.00$0
JERRY LUHN
DIRECTOR000.00$0
DAVID ROBERTS
PRESIDENT000.00$0
RICH TORKELSON
SECRETARY000.00$0
DOUGLAS WARD
DIRECTOR000.00$0
HOLLY SCHWARZ-LAWTON
DIRECTOR000.00$0
BROOKE MCCONNELL
DIRECTOR000.00$0
GEOFF BORNEMANN
DIRECTOR000.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARBARA GLASERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 SPRING STAddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Phone5185876433PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,313CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,476CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,162CurrentTaxYearMinus1YearAmt
Current Tax Year$87,823CurrentTaxYearAmt
Total$309,896TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,992CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,263CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,305CurrentTaxYearMinus1YearAmt
Current Tax Year$12,724CurrentTaxYearAmt
Total$103,995TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,467CurrentTaxYearMinus1YearAmt
Current Tax Year$100,547CurrentTaxYearAmt
Total$413,891TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,458CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,350CurrentTaxYearMinus3YearsAmt
Current Tax Year$34,100CurrentTaxYearAmt
Total$65,908TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,458CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,350CurrentTaxYearMinus3YearsAmt
Current Tax Year$34,100CurrentTaxYearAmt
Total$65,908TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$347,983PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88CurrentTaxYearMinus1YearAmt
Current Tax Year$1CurrentTaxYearAmt
Total$1,075TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88CurrentTaxYearMinus1YearAmt
Current Tax Year$1CurrentTaxYearAmt
Total$1,075TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,381CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,415CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,555CurrentTaxYearMinus1YearAmt
Current Tax Year$100,548CurrentTaxYearAmt
Total$414,966TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.83860PublicSupportCY509Pct
Public Support PY5090.81010PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES INSURANCE 3,126 ACASE OFFICE/SUPPLIES 875 ACASE DUES/SUBS 1,029 GALLERY PROF DEV FEES 11,161 GALLERY PRINTING/OFFICE 5,322 GALLERY ADVERTISING 138 GALLERY DUES 15 BANK FEES 273 UPSTATE CONSULTING 20,450 UPSTATE TRAVEL & MEETING 631 MISC EXPENSE - ACASE 626 MISC EXPENSE - GALLER 12,241 MISC EXPENSE - UPSTATE AL 471 TOTAL 56,358
FORM 990-EZ, PART I, LINE 20UNREAL G/L 7,426
FORM 990-EZ, PART II, LINE 24EQUIPMENT 7,703 7,703 LESS ACCUMULATED DEPRECIATION 7,703 7,703 TOTAL 0 0
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,754 4,169
FORM 990-EZ, PART IIITHE EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE A WIDE VARIETY OF EDUCATIONAL MATERIALS/EXPERIENCES TO THE GENERAL PUBLIC IN THE FORM OF WRITTEN MATERIALS, COMMUNITY FORUMS, WORKSHOPS/CONFERENCES, AND/OR PRESENTATIONS. GRANTS ARE AWARDED TO INDIVIUALS AND/OR ORGANIZATIONS WHOSE PUBLICATIONS, RESEARCH, OR PRESENTATIONS WILL PROVIDE EDUCATIONAL PRODUCTS OR SERVICES TO/FOR THE GENERAL PUBLIC. GRANT APPLICANTS MUST SUBMIT WRITTEN PROPOSALS TO THE BOARD OF DIRECTORS. NO GRANTS WERE AWARDED IN 2015.
FORM 990-EZ, PART III, LINE 30ACE(UPSTATE ALLIANCE FOR THE CREATIVE ECONOMY)ACE IS WORKING WITH CROSS- SECTOR, GEOGRAPHICALLY DIVERSE INDIVIDUALS, PRIVATE AND PUBLIC ORGANIZATIONS, NONPROFITS, AND COMMUNITY LEADERSHIP TO DEVELOP AND IMPLEMENT PROGRAMS THAT BENEFIT THE PEOPLE, PLACES, AND CREATIVITY OF THE GREATER CAPITAL REGION.

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