SARATOGA INSTITUTE INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SARATOGA INSTITUTE INC (EIN 14-1664693)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201302269349201020
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-14T10:35:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST & COMPANY CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 BROADWAY | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141664693 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARATOGA INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | NameControl |
| Phone | 5185876433 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ROBERTS | Name |
| Title | PRESIDENT | Title |
| Phone | 5185876433 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL L PINSLEY | Name |
| Phone | 5185875111 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.ACASE.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 86381 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 60122 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 25992 | ProgramServiceRevenue |
| Investment Income | 267 | InvestmentIncome |
| Total Revenue | 86381 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 182 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1770 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 81532 | OtherExpensesTotal |
| Total Expenses | 83484 | TotalExpenses |
| Excess Or Deficit For Year | 2897 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 78031 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 4484 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 85412 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85375 | BOY |
| EOY | 85450 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85375 | BOY |
| EOY | 85450 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7344 | BOY |
| EOY | 38 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78031 | BOY |
| EOY | 85412 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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 2009. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| THE GALLERY: AN ART EXTHE 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.HIBITION PROGRAM TO ENABLE | 17560 |
| 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. | 54089 |
| SARATOGA VITAL AGING NETWORK - TO PROMOTE SELF-DETERMINATION, CIVIC ENGAGEMENT, AND GROWTH IN PEOPLE OVER 55 AS THEY AGE. | 4010 |
| 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. | 3419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 79078 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| 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 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARBARA GLASER | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 5185876433 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18890 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15112 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60122 | CurrentTaxYear |
| Total | 223295 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10365 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2894 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25992 | CurrentTaxYear |
| Total | 83830 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37115 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76046 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86114 | CurrentTaxYear |
| Total | 307125 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16458 | CurrentTaxYear |
| Total | 176601 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16458 | CurrentTaxYear |
| Total | 176601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 130524 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2371 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 267 | CurrentTaxYear |
| Total | 10724 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2371 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 267 | CurrentTaxYear |
| Total | 10724 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48041 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39486 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66721 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86381 | CurrentTaxYear |
| Total | 317849 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.41060 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.48680 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ACASE TRAVEL 3,651 INSURANCE 2,284 ACASE OFFICE/SUPPLIES 5,400 ACASE CONSULTANTS 42,008 ACASE TELEPHONE/INTERNET 977 SVAN SUPPLIES/ADV 2,864 SVAN CONSULTANT FEES 1,146 ACASE DUES/SUBS 1,871 GALLERY OPEN HOUSE 2,752 GALLERY PROF DEV FEES 9,938 GALLERY PRINTING/OFFICE 4,870 CHILDREN & NATURE CONSUL 500 BANK CHARGES 97 FILING FEE 60 DUES/MEMBERSHIPS 195 ON DECK - PRINTING/SUPPLI 2,919 TOTAL 81,532 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 4,484 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | 7,703 7,703 LESS ACCUMULATED DEPRECIATION 7,703 7,703 TOTAL 0 0 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,344 38 |
| PRIMARY EXEMPT PURPOSE | 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 2009. |
| FIRST ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 28 | THE GALLERY: AN ART EXTHE 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.HIBITION PROGRAM TO ENABLE |
| SECOND ACCOMPLISHMENT | 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. |
| ALL OTHER ACCOMPLISHMENT | 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 Compensation (6 entries)
| BARBARA GLASER |
| JERRY LUHN |
| DAVE ROBERTS |
| RICH TORKELSON |
| DOUG WARD |
| HOLLY SCHWARZLAWTON |
Comments