SARATOGA INSTITUTE INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SARATOGA INSTITUTE INC (EIN 14-1664693)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-24
- IRS object ID
- 201531759349200203
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-24T07:38:05-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN ELLWANGER CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 ASH ST | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141664693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARATOGA INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 5185834645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SPRING STREET | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TORKELSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5185834645 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN ELLWANGER CPA | PreparerPersonNm |
| Phone | 5189321079 | PhoneNum |
| Preparation | 2015-06-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.ACASE.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $83,415 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $66,476 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $16,711 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $228 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $83,415 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $315 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,200 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $494 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $114,740 | OtherExpensesTotalAmt |
| Total Expenses | $116,749 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$33,334 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $104,076 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $12,806 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $83,548 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,783 | BOYAmt |
| EOY | $84,807 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,911 | BOYAmt |
| EOY | $84,807 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835 | BOYAmt |
| EOY | $1,259 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,076 | BOYAmt |
| EOY | $83,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE A WIDE VARIETY OF EDUCATIONAL RESOURCES TO THE GENERAL PUBLIC INCLUDING WRITTEN MATERIALS, COMMUNITY FORUMS, WORKSHOPS, CONFERENCES, PRESENTATIONS. GRANTS ARE AWARDED TO INDIVIDUALS AND/OR ORGANIZATIONS WHOSE PUBLICATIONS, RESEARCH, OR PRESENTATIONS WILL PROVIDE EDUCATIONAL PRODUCTS OR SERVICES TO/FOR THE GENERAL PUBLIC. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program 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. | $14,250 | $39,749 |
| 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. | $38,926 | $75,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $114,951 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BARBARA GLASER | ||
| DIRECTOR | 8.00 | $0 |
| JERRY LUHN | ||
| TREASURER | 2.00 | $0 |
| DAVID ROBERTS | ||
| PRESIDENT | 2.00 | $0 |
| RICH TORKELSON | ||
| SECRETARY | 2.00 | $0 |
| DOUG WARD | ||
| DIRECTOR | 2.00 | $0 |
| HOLLY SCHWARZ-LAWTON | ||
| DIRECTOR | 2.00 | $0 |
| BROOKE MCCONNELL | ||
| DIRECTOR | 2.00 | $0 |
| GEOFF BORNEMAN | ||
| DIRECTOR | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA GLASER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 SPRING STREET | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5185876433 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,476 | CurrentTaxYearAmt |
| Total | $310,082 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,711 | CurrentTaxYearAmt |
| Total | $72,225 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,187 | CurrentTaxYearAmt |
| Total | $382,307 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,000 | CurrentTaxYearAmt |
| Total | $100,826 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,000 | CurrentTaxYearAmt |
| Total | $100,826 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $281,481 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $228 | CurrentTaxYearAmt |
| Total | $2,497 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $228 | CurrentTaxYearAmt |
| Total | $2,497 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73150 | PublicSupportCY509Pct |
| Investment Income CY | 0.00650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | ADVERTISING 836. BANK FEES 264. OUTSIDE SERVICES 78728. DUES AND SUBSCRIPTIONS 2517. FEES 50. INSURANCE 2333. OFFICE EXPENSE 3270. MISCELLANEOUS 7364. TAXES 99. COMMISSIONS 8841. SUPPLIES 4292. TELEPHONE 1237. TRAVEL AND MEETINGS 4909. |
| Form 990EZ, Part I, Line 20 | UNREALIZED GAIN ON INVESTMENTS 12806. |
| Form 990EZ, Part II, Line 24 | ACCOUNTS RECEIVABLE 128. 0. |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE 835. 471. CREDIT CARD PAYABLE 0. 64. PAYROLL TAXES PAYABLE 0. 2. SALES TAX PAYABLE 0. 722. |
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