SARATOGA INSTITUTE INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SARATOGA INSTITUTE INC (EIN 14-1664693)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349203050
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T12:06:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST & COMPANY CPAS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 RAILROAD PLACE SUITE 302 | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 5185876433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SPRING STREET | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5185876433 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY J SHEELER | PreparerPersonNm |
| PTIN | P00174681 | PTIN |
| Phone | 5185875111 | PhoneNum |
| Preparation | 2014-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | $71,067 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $54,313 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $16,263 | ProgramServiceRevenueAmt |
| Investment Income | $491 | InvestmentIncomeAmt |
| Total Revenue | $71,067 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,613 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $61,849 | OtherExpensesTotalAmt |
| Total Expenses | $63,462 | TotalExpensesAmt |
| Excess Or Deficit For Year | $7,605 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $85,412 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $11,059 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $104,076 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,450 | BOYAmt |
| EOY | $104,783 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $128 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,450 | BOYAmt |
| EOY | $104,911 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38 | BOYAmt |
| EOY | $835 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,412 | BOYAmt |
| EOY | $104,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE 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 2013. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| THE GALLERY: AN ART EXHIBITION PROGRAM TO ENABLE DEVELOPING ARTISTS TO PRESENT AND SELL THEIR ART TO THE PUBLIC. A PORTION OF THE SALE PROCEEDS IS CONTRIBUTED TO THE SARATOGA INSTITUTE. | $31,450 |
| ACASE(ASSN FOR THE COOPERATIVE ADVANCEMENT OF SCIENCE AND EDUCATION): THE PROGRAM DEVELOPS NEW WAYS TO ASSESS STUDENTS' UNDERSTANDING OF SCIENTIFIC THEORIES, AND GIVES TEACHERS BETTER WAYS TO ASSESS STUDENT LEARNING. | $23,595 |
| SARATOGA VITAL AGING NETWORK - TO PROMOTE SELF-DETERMINATION, CIVIC ENGAGEMENT, AND GROWTH IN PEOPLE OVER 55 AS THEY AGE. | $4,442 |
| CHILDREN AND NATURE NETWORK - A CHILD ADVOCACY AND NATURE PROJECT PROGRAM FOR LOCAL CHILDREN. ON DECK - EDUCATION AND ADVOCACY FOR SAFE SKATEBOARD FACILITIES AND SERVICES FOR YOUTH IN SARATOGA SPRINGS, NY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,487 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BARBARA GLASER | ||
| DIRECTOR | 8.00 | $0 |
| JERRY LUHN | ||
| TREASURER | 2.00 | $0 |
| DAVE ROBERTS | ||
| PRESIDENT | 2.00 | $0 |
| RICH TORKELSON | ||
| SECRETARY | 2.00 | $0 |
| DOUG WARD | ||
| DIRECTOR | 2.00 | $0 |
| HOLLY SCHWARZ-LAWTON | ||
| 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 ST | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
| 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 |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,313 | CurrentTaxYearAmt |
| Total | $258,718 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,263 | CurrentTaxYearAmt |
| Total | $77,517 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,576 | CurrentTaxYearAmt |
| Total | $336,235 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,350 | CurrentTaxYearAmt |
| Total | $145,851 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,350 | CurrentTaxYearAmt |
| Total | $145,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $190,384 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491 | CurrentTaxYearAmt |
| Total | $4,640 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491 | CurrentTaxYearAmt |
| Total | $4,640 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,067 | CurrentTaxYearAmt |
| Total | $340,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.55850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.41060 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 2,117 ACASE OFFICE/SUPPLIES 2,091 ACASE CONSULTANTS 19,652 ACASE TELEPHONE/INTERNET 827 SVAN SUPPLIES/ADV 3,877 SVAN CONSULTANT FEES 565 ACASE DUES/SUBS 1,025 GALLERY PROF DEV FEES 20,673 GALLERY PRINTING/OFFICE 10,777 FILING FEE 50 DUES/MEMBERSHIPS 195 TOTAL 61,849 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 11,059 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 0 128 7,703 7,703 LESS ACCUMULATED DEPRECIATION 7,703 7,703 TOTAL 0 128 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 38 835 |
| FORM 990-EZ, PART III | THE 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 2013. |
| FORM 990-EZ, PART III, LINE 28 | THE GALLERY: AN ART EXHIBITION PROGRAM TO ENABLE DEVELOPING ARTISTS TO PRESENT AND SELL THEIR ART TO THE PUBLIC. A PORTION OF THE SALE PROCEEDS IS CONTRIBUTED TO THE SARATOGA INSTITUTE. |
| FORM 990-EZ, PART III, LINE 29 | ACASE(ASSN FOR THE COOPERATIVE ADVANCEMENT OF SCIENCE AND EDUCATION): THE PROGRAM DEVELOPS NEW WAYS TO ASSESS STUDENTS' UNDERSTANDING OF SCIENTIFIC THEORIES, AND GIVES TEACHERS BETTER WAYS TO ASSESS STUDENT LEARNING. |
| FORM 990-EZ, PART III, LINE 31 | CHILDREN AND NATURE NETWORK - A CHILD ADVOCACY AND NATURE PROJECT PROGRAM FOR LOCAL CHILDREN. ON DECK - EDUCATION AND ADVOCACY FOR SAFE SKATEBOARD FACILITIES AND SERVICES FOR YOUTH IN SARATOGA SPRINGS, NY. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| BARBARA GLASER |
| JERRY LUHN |
| DAVE ROBERTS |
| RICH TORKELSON |
| DOUG WARD |
| HOLLY SCHWARZLAWTON |
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