OPEN SPACE INSTITUTE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201232269349302078
- Schema version
- 2011v1.2
- 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 O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T15:18:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OPEN | NameControl |
| Phone | 2122908200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY NO 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT K ANDERBERG ESQ | Name |
| Title | VP & GENERAL COUNSEL | Title |
| Phone | 2122908200 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT R LYONS | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER J ELLIMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY NO 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14580029 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OSINY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 18300 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -10702 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13100132 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14269485 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64717 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 157809 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 385600 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23250 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 366678 | OtherRevenuePriorYear |
| Other Revenue Current Year | 77502 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13917127 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14528046 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 711417 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8093970 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1185271 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 896018 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 48019 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2360378 | OtherExpensePriorYear |
| Other Expenses Current Year | 1929844 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4257066 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10919832 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9660061 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3608214 | RevenuesLessExpensesCY |
| Total Assets BOY | 11444556 | TotalAssetsBOY |
| Total Assets EOY | 11761751 | TotalAssetsEOY |
| Total Liabilities BOY | 8236287 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5062001 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3208269 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6699750 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OPEN SPACE INSTITUTE PROTECTS SCENIC, NATURAL AND HISTORIC LANDSCAPES TO ENSURE PUBLIC ENJOYMENT, CONSERVE HABITATS AND SUSTAIN COMMUNITY CHARACTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4576846 | Expense |
| Grants | 4435962 | Grants |
| Revenue | 0 | Revenue |
| Description | LAND ACQUISITION PROTECTS CRITICAL OPEN SPACE HABITATS AND RECREATION AREAS, SAVES FAMILY FARMS AND HISTORIC SITES, AND PARTNERS WITH LOCAL AND STATE GOVERNMENT TO EXPAND PARKLANDS ACROSS NEW YORK STATE, EXTENDING FROM THE PROTECTION OF THE HUDSON RIVER VALLEY, CATSKILLS, AND THE SHAWANGUNK RIDGE, AREAS SIGNIFICANT FOR AGRICULTURAL PRODUCTIVITY, SCENIC BEAUTY, AND CLOSE-TO-HOME RECREATION OPPORTUNITIES FOR MILLIONS OF PEOPLE, TO SAFEGUARDING THE RURAL FARMLAND OF THE CHAMPLAIN VALLEY AND ACCESS THE HIGH PEAKS OF THE ADIRONDACKS. IN 2011, OSI PROTECTED 3,000 ACRES IN 2011 WITH A FAIR MARKET VALUE OF $14.8 MILLION THROUGH 23 TRANSACTIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2803068 | Expense |
| Grants | 2663961 | Grants |
| Description | LAND STEWARDSHIP PROTECTS AND MAINTAINS ACQUIRED CONSERVATION PROPERTIES WHILE SEEKING THE MOST APPROPRIATE PERMANENT OWNER TO SAFEGUARD ITS RESOURCES, TYPICALLY A GOVERNMENT AGENCY, A PARTNERING LAND TRUST, OR PRIVATE CONSERVATION BUYER. THE STEWARDSHIP PROGRAM ALSO ENFORCES ALL CONSERVATION EASEMENTS HELD BY OSI/OSC. IN 2011, THE LAND STEWARDSHIP PROGRAM MONITORED 34,363 ACRES HELD IN EASEMENTS, MAINTAINED 109 PROPERTIES, AND TRANSFERRED 18 PROPERTIES INTO PERMANENT CONSERVATION OWNERSHIP. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE CONSERVATION FINANCE PROGRAM ("CFP") ACCELERATES THE RATE AND EFFECTIVENESS OF CONSERVATION BY PROVIDING GRANTS AND LOW-COST BRIDGE LOANS FOR LAND TRANSACTIONS IN SELECTED LANDSCAPES IN THE EASTERN U.S. CFP WORKS WITH DONORS TO DESIGN AND ADMINISTER CAPITAL RE-GRANT PROGRAMS, AND WITH LAND TRUSTS TO STRUCTURE AND IMPLEMENT TRANSACTIONS. CFP ASSISTS PROJECTS THAT ENHANCE EXISTING CONSERVATION LANDS, HELP TO CHANNEL OR REDIRECT DEVELOPMENT AWAY FROM SENSITIVE NATURAL AREAS OR THAT WILL PROTECT OPEN SPACES UNDER IMMEDIATE THREAT OF BEING DEVELOPED. THROUGH 28 GRANTS AND 1 LOAN, TOTALING $4.2 MILLION, OSI PROTECTED 13,000 ACRES IN 6 STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $30 MILLION IN 2011. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription | RevenueRevenue |
|---|---|---|---|
| 1758979 | 782897 | OUTDOORS AMERICA - OSI HELPS CRAFT AND ADVOCATE FOR THE FUNDING MECHANISMS THAT MAKE LAND PROTECTION POSSIBLE, FROM LOCAL TO FEDERAL EFFORTS, TO SHAPE NATIONAL, REGIONAL, AND STATEWIDE EFFORTS TO PRESERVE HABITAT AND NATURAL RESOURCES. OUTDOORS AMERICA EDUCATES DECISION MAKERS AND THE PUBLIC ABOUT THE BENEFITS OF PRESERVING OPEN SPACE AND THE ROLE OF FEDERAL FUNDING IN LAND ACQUISITION. | |
| 1208229 | 211150 | CITIZEN ACTION - IN RECOGNITION OF THE ROLE GRASSROOTS GROUPS PLAY IN LAYING THE GROUNDWORK AND EXPANDING THE CONSTITUENCY FOR CONSERVATION, OSI'S CITIZEN ACTION PROGRAM PROVIDES ADMINISTRATIVE SUPPORT TO COMMUNITY GROUPS WHOSE PROGRAMS ARE ALIGNED WITH OSI'S MISSION. OSI PROVIDES FISCAL SPONSORSHIP, OFFERS TECHNICAL ASSISTANCE, HANDLES GRANTS AND CONTRACTS, AND ADMINISTERS PROJECT FINANCES. IN 2011, OSI ASSISTED A TOTAL OF 60 GROUPS, INCLUDING 16 WHO JOINED DURING THE YEAR.CONSERVATION RESEARCH PRODUCES AND DISTRIBUTES INFORMATION THAT INFLUENCES LAND CONSERVATION - AT ACQUISITION, MANAGEMENT AND REGULATORY LEVELS. THE RESEARCH PROGRAM HELPS SHAPE LAND USE POLICY AND PRACTICE WITH PROMISING APPROACHES TO LANDSCAPE-SCALE CONSERVATION. IN 2011, THE PROGRAM RELEASED NUMEROUS REPORTS, CONDUCTED TRAININGS, AND LED SEMINARS, IN ADDITION TO SERVING AS A DEVELOPMENT CENTER FOR CONSERVATION PLANNING FOR OSI'S WORK. | 139509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2967208 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 994047 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 139509 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10347122 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 139 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH HOLLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122908200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN H ADAMS | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| PETER A BIENSTOCK | |||||||
| VICE-CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| CAROLINE NIEMCZYK | |||||||
| VICE-CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| PAUL J ELSTON | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| EDWARD A AMES | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| SUSAN BABCOCK | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ELIZABETH BORDEN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| GILMAN S BURKE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOHN CAHILL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| HOLLY HEGENER CUMMINGS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| T JEFFERSON CUNNINGHAM III | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| J MATTHEW DAVIDSON | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOHN ERNST | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| FELIX KAUFMAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| SAMUEL W LAMBERT III | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| W BARNABAS MCHENRY | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| KATHERINE O ROBERTS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| HUME R STEYER | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PATRICIA F SULLIVAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| SAMUEL G HUBER | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| YUKI MOORE LAURENTI | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ROBERT K ANDERBERG | |||||||
| VP & GENERAL COUNSEL | 2.10 | X | 5968 | 168945 | 26472 | ||
| NATE BERRY | |||||||
| VICE PRESIDENT | 0.00 | X | 0 | 81770 | 28366 | ||
| TALLY BLUMBERG | |||||||
| VP, PROGRAMS | 4.70 | X | 20545 | 130851 | 28227 | ||
| ANTONIA BOWRING | |||||||
| VP, CHIEF OPERATING OFFICER | 9.70 | X | 35137 | 104031 | 32223 | ||
| SAMAYLA DEUTCH | |||||||
| VP, SENIOR COUNSEL | 1.70 | X | 6935 | 135423 | 24494 | ||
| CHRISTOPHER ELLIMAN | |||||||
| PRESIDENT & CEO | 2.50 | X | 20447 | 289644 | 65453 | ||
| JENNIFER GROSSMAN | |||||||
| VICE PRESIDENT (FORMER) | 0.00 | X | 0 | 68439 | 6877 | ||
| JOSEPH HOLLAND | |||||||
| ASSISTANT TREASURER | 5.20 | X | 14705 | 84903 | 7546 | ||
| PETER HOWELL | |||||||
| EXECUTIVE VP | 9.50 | X | 52347 | 141626 | 24034 | ||
| ERIK KULLESEID | |||||||
| V.P., DIR. ALLIANCE FOR NYS PARKS | 0.40 | X | 1875 | 158269 | 33078 | ||
| JOSEPH MARTENS | |||||||
| PRESIDENT (FORMER) | 1.60 | X | 0 | 38000 | 3454 | ||
| TERRENCE NOLAN | |||||||
| VP, CONSERVATION | 0.00 | X | 0 | 60956 | 12881 | ||
| LESLEY KANE SZYNAL | |||||||
| DIRECTOR, OUTDOORS AMERICA | 35.00 | 163769 | 0 | 33587 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 321728 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1462857 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 326692 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLID GROUND CONSULTING GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SE WATER AVE STE 360 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING | DescriptionOfServices |
| Compensation | 205700 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 97450 | FundraisingEvents |
| Government Grants | 11997689 | GovernmentGrants |
| All Other Contributions | 2174346 | AllOtherContributions |
| Noncash Contributions | 21010 | NoncashContributions |
| Total Contributions | 14269485 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MANAGEMENT FEES | 900099 | 82579 | 82579 | |
| SERVICE INCOME | 900099 | 65975 | 47675 | 18300 |
| ADMISSION FEES | 900099 | 9255 | 9255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 157809 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23250 | TotalRevenueColumn |
| Exclusion | $23,250 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 98416 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 98416 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98416 | TotalRevenueColumn |
| Exclusion | $98,416 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23700 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 97450 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 51983 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -28283 | TotalRevenueColumn |
| Exclusion | -$28,283 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7369 | TotalRevenueColumn |
| Exclusion | $7,369 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7369 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14528046 | TotalRevenueColumn |
| Related Or Exempt Function Income | 139509 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 18300 | UnrelatedBusinessRevenue |
| Exclusion | $100,752 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8093970 | Total |
| Program Services | 8093970 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158857 | Total |
| Program Services | 145823 | ProgramServices |
| Management And General | 9470 | ManagementAndGeneral |
| Fundraising | 3564 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552188 | Total |
| Program Services | 506880 | ProgramServices |
| Management And General | 32918 | ManagementAndGeneral |
| Fundraising | 12390 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24107 | Total |
| Program Services | 23615 | ProgramServices |
| Management And General | 166 | ManagementAndGeneral |
| Fundraising | 326 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127440 | Total |
| Program Services | 121231 | ProgramServices |
| Management And General | 3013 | ManagementAndGeneral |
| Fundraising | 3196 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33426 | Total |
| Program Services | 32744 | ProgramServices |
| Management And General | 230 | ManagementAndGeneral |
| Fundraising | 452 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58514 | Total |
| Program Services | 55318 | ProgramServices |
| Management And General | 3196 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39903 | Total |
| Management And General | 39903 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831368 | Total |
| Program Services | 812325 | ProgramServices |
| Management And General | 13787 | ManagementAndGeneral |
| Fundraising | 5256 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132966 | Total |
| Program Services | 114737 | ProgramServices |
| Management And General | 18229 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122846 | Total |
| Program Services | 76779 | ProgramServices |
| Management And General | 46067 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83492 | Total |
| Program Services | 17159 | ProgramServices |
| Management And General | 66333 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73383 | Total |
| Program Services | 54634 | ProgramServices |
| Management And General | 14951 | ManagementAndGeneral |
| Fundraising | 3798 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57635 | Total |
| Program Services | 39789 | ProgramServices |
| Management And General | 16509 | ManagementAndGeneral |
| Fundraising | 1337 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65111 | Total |
| Program Services | 26509 | ProgramServices |
| Management And General | 38602 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70200 | Total |
| Program Services | 70200 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207700 | Total |
| Program Services | 14091 | ProgramServices |
| Management And General | 193609 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29449 | Total |
| Program Services | 2084 | ProgramServices |
| Management And General | 27365 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 135282 | 117239 | 343 | 17700 |
| REAL ESTATE TAX | 16380 | 16380 | ||
| PROPERTY MAINTENANCE | 5615 | 5615 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10919832 | Total |
| Program Services | 10347122 | ProgramServices |
| Management And General | 524691 | ManagementAndGeneral |
| Fundraising | 48019 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424 | BOY |
| EOY | 1424 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6720179 | BOY |
| EOY | 7813457 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50413 | BOY |
| EOY | 125000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106606 | BOY |
| EOY | 112124 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2230427 | BOY |
| EOY | 587000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300821 | BOY |
| EOY | 391108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3626701 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1819816 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2035686 | BOY |
| EOY | 1806885 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 924753 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11444556 | BOY |
| EOY | 11761751 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1166920 | BOY |
| EOY | 1384646 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415000 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5559161 | BOY |
| EOY | 3677355 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1095206 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8236287 | BOY |
| EOY | 5062001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -611724 | BOY |
| EOY | 3069216 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3819993 | BOY |
| EOY | 3630534 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3208269 | BOY |
| EOY | 6699750 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11444556 | BOY |
| EOY | 11761751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3608214 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -116733 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4423593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2456903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3908524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13100132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14269485 | CurrentTaxYear |
| Total | 38158637 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4423593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2456903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3908524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13100132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14269485 | CurrentTaxYear |
| Total | 38158637 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 38158637 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 645181 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1216178 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 865243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 489077 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121666 | CurrentTaxYear |
| Total | 3337345 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 802020 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 614793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 365075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 288289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32530 | CurrentTaxYear |
| Total | 2102707 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43598689 | TotalSupport |
| Gross Receipts From Admissions Etc | 374339 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS SALES REVENUE LOAN LOSS RECOVERY | GeneralExplanation |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 122278 | FilingOrganizationsTotals |
| Affiliated Group Totals | 122278 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218566 | FilingOrganizationsTotals |
| Affiliated Group Totals | 271970 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 340844 | FilingOrganizationsTotals |
| Affiliated Group Totals | 394248 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10578988 | FilingOrganizationsTotals |
| Affiliated Group Totals | 23787414 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10919832 | FilingOrganizationsTotals |
| Affiliated Group Totals | 24181662 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 695992 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 173998 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 372467 | CurrentYearMinus3 |
| Current Year Minus2 | 968210 | CurrentYearMinus2 |
| Current Year Minus1 | 892949 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3233626 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,850,439 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 104115 | CurrentYearMinus3 |
| Current Year Minus2 | 105796 | CurrentYearMinus2 |
| Current Year Minus1 | 580820 | CurrentYearMinus1 |
| Current Year | 394248 | CurrentYear |
| Total | 1184979 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 93117 | CurrentYearMinus3 |
| Current Year Minus2 | 242053 | CurrentYearMinus2 |
| Current Year Minus1 | 223327 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 808497 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,212,746 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 70382 | CurrentYearMinus2 |
| Current Year Minus1 | 176819 | CurrentYearMinus1 |
| Current Year | 122278 | CurrentYear |
| Total | 369479 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 200 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 50 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 33 | TotalNumberOfEasements |
| Total Acreage | 9459.00 | TotalAcreage |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 572.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 22425 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 143726233 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1464534 | InvestmentEarningsOrLosses |
| Other Expenditures | 4412840 | OtherExpenditures |
| End Of Year Balance | 140777927 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 132462248 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 16003854 | InvestmentEarningsOrLosses |
| Other Expenditures | 4739869 | OtherExpenditures |
| End Of Year Balance | 143726233 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115507939 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 20637191 | InvestmentEarningsOrLosses |
| Other Expenditures | 3682882 | OtherExpenditures |
| End Of Year Balance | 132462248 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 173073908 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -51183509 | InvestmentEarningsOrLosses |
| Other Expenditures | 6382460 | OtherExpenditures |
| End Of Year Balance | 115507939 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 575654 | OtherCostOrOtherBasis |
| Book Value | 575654 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 579040 | OtherCostOrOtherBasis |
| Depreciation | 269047 | Depreciation |
| Book Value | 309993 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2203701 | OtherCostOrOtherBasis |
| Depreciation | 1339467 | Depreciation |
| Book Value | 864234 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85785 | OtherCostOrOtherBasis |
| Depreciation | 66038 | Depreciation |
| Book Value | 19747 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 182521 | OtherCostOrOtherBasis |
| Depreciation | 145264 | Depreciation |
| Book Value | 37257 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1806885 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERFUND RECEIVABLE | Description |
| Book Value | 924753 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 924753 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | PURCHASED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT COST. DONATED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT FAIR VALUE. CONSERVATION EASEMENTS DETERMINED BY OSI TO HAVE NO RESALE VALUE ARE WRITTEN DOWN TO A $1 CARRYING VALUE. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE WALLACE ENDOWMENT IS HELD BY OPEN SPACE CONSERVANCY, INC., A SUPPORTING ORGANIZATION OF OSI, AND IS INTENDED TO BE USED FOR THE PURPOSE OF ACQUIRING AND HOLDING LAND IN THE HUDSON RIVER VALLEY, CATSKILLS AND ADIRONDACKS IN ORDER TO PRESERVE AND PROTECT SUCH LAND FOR THE BENEFIT OF THE PUBLIC, AND SECONDARILY FOR OTHER PURPOSES THAT ARE IN FURTHERANCE OF THE CONSERVATION OF THE SCENIC BEAUTY, HISTORIC VALUES AND RESOURCES OF THE REGIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011 AND 2010 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. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEAR ENDED DECEMBER 31, 2008 AND PRIOR YEARS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 121150 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 97450 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 23700 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 35642 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 16341 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 121150 | GrossReceiptsTotal |
| Charitable Contributions Total | 97450 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23700 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 35642 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 16341 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 51983 | DirectExpenseSummaryEvents |
| Net Income Summary | -28283 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CATSKILL MOUNTAINKEEPER | |||||||
| PO BOX 381 | YOUNGSVILLE | NY | 12791 | 510583769 | 501(C)(3) | 168120 | CLOSE-OUT OF FISCAL SPONSORSHIP |
| DUTCHESS LAND CONSERVANCY | |||||||
| PO BOX 138 | MILLBROOK | NY | 12545 | 141667526 | 501(C)(3) | 11863 | CLOSE-OUT OF FISCAL SPONSORSHIP |
| COMMUNITY FOUNDATION OF DUTCHESS COUNTY | |||||||
| 80 WASHINGTON ST STE 201 | POUGHKEEPSIE | NY | 12601 | 237026859 | 501(C)(3) | 6698 | CLOSE-OUT OF FISCAL SPONSORSHIP |
| CARY INSTITUTE OF ECOSYSTEM STUDIES | |||||||
| BOX AB | MILLBROOK | NY | 12545 | 223232968 | 501(C)(3) | 5750 | MCHENRY HUDSON RIVER VALLEY AWARD |
| FREE 103 POINT 9 | |||||||
| 5662 ROUTE 23 | ACRA | NY | 12405 | 830346659 | 501(C)(3) | 5750 | MCHENRY HUDSON RIVER VALLEY AWARD |
| GLYNWOOD CENTER | |||||||
| 362 GLYNWOOD RD | COLD SPRING | NY | 10516 | 133852957 | 501(C)(3) | 5750 | MCHENRY HUDSON RIVER VALLEY AWARD |
| NEWBURGH ARMORY UNITY CENTER | |||||||
| 321 SOUTH WILLIAM ST | NEWBURGH | NY | 12550 | 274649035 | 501(C)(3) | 5750 | MCHENRY HUDSON RIVER VALLEY AWARD |
| NRDC ACTION FUND | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | 133976062 | 501(C)(4) | 150000 | OUTDOORS AMERICA CAMPAIGN |
| TRUST FOR PUBLIC LAND | |||||||
| 116 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | 237222333 | 501(C)(3) | 95651 | OUTDOORS AMERICA CAMPAIGN |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | 046001677 | 501(C)(3) | 17000 | OUTDOORS AMERICA CAMPAIGN |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW 2ND FLOOR | WASHINGTON DC | DC | 20036 | 530167933 | 501(C)(3) | 25000 | OUTDOORS AMERICA CAMPAIGN |
| NORTH CAROLINA WILDERNESS FEDERATION | |||||||
| 2155 MCCLINTOCK ROAD | CHARLOTTE | NC | 28205 | 561564376 | 501(C)(3) | 15000 | OUTDOORS AMERICA CAMPAIGN |
| SOUTH CAROLINA WILDERNESS FEDERATION | |||||||
| 215 PICKENS STREET | COLUMBIA | SC | 29205 | 570602549 | 501(C)(3) | 15000 | OUTDOORS AMERICA CAMPAIGN |
| OPEN SPACE CONSERVANCY INC | |||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133028060 | 501(C)(3) | 6028569 | FINANCIAL SUPPORT OF RELATED ORGANIZATION |
| BEAVERKILL VALLEY LAND TRUST INC | |||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | 501(C)(3) | 1284700 | FINANCIAL SUPPORT OF RELATED ORGANIZATION |
| JOHNSON HILL ASSOCIATES INC | |||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 141644926 | N/A | 80000 | FINANCIAL SUPPORT OF RELATED ORGANIZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSI FOR THE PERIOD OF THE AGREEMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT K ANDERBERG | |||||||||||||
| 5968 | 168945 | 0 | 0 | 0 | 0 | 360 | 10196 | 543 | 15373 | 6871 | 194514 | 0 | 0 |
| TALLY BLUMBERG | |||||||||||||
| 20545 | 130851 | 0 | 0 | 0 | 0 | 645 | 4105 | 3186 | 20291 | 24376 | 155247 | 0 | 0 |
| ANTONIA BOWRING | |||||||||||||
| 35137 | 104031 | 0 | 0 | 0 | 0 | 2208 | 6537 | 5928 | 17550 | 43273 | 128118 | 0 | 0 |
| SAMAYLA DEUTCH | |||||||||||||
| 6935 | 135423 | 0 | 0 | 0 | 0 | 431 | 8419 | 762 | 14882 | 8128 | 158724 | 0 | 0 |
| CHRISTOPHER ELLIMAN | |||||||||||||
| 20447 | 289644 | 0 | 0 | 0 | 0 | 2768 | 39207 | 1548 | 21930 | 24763 | 350781 | 0 | 0 |
| PETER HOWELL | |||||||||||||
| 52347 | 141626 | 0 | 0 | 0 | 0 | 2699 | 7301 | 3787 | 10247 | 58833 | 159174 | 0 | 0 |
| ERIK KULLESEID | |||||||||||||
| 1875 | 158269 | 0 | 0 | 0 | 0 | 112 | 9488 | 275 | 23203 | 2262 | 190960 | 0 | 0 |
| LESLEY KANE SZYNAL | |||||||||||||
| 163769 | 0 | 0 | 0 | 0 | 0 | 9900 | 0 | 23687 | 0 | 197356 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (6 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| JOHN ADAMS EDWARD AMES GILMAN S | CHAIRMAN OF OSI/OSC; SECRETARY OF OSI/OSC; TRUSTEE OF OSI/OSC | 168120 | PART V |
| EDWARD AMES | SECRETARY OF OSI/OSC | 5750 | PART V |
| JOHN ADAMS PATRICIA SULLIVAN | CHAIRMAN OF OSI/OSC; TRUSTEE OF OSI/OSC | 150000 | PART V |
| CHRISOPHER ELLIMAN EDWARD AMES | PRESIDENT & CEO OF OSI/OSC; SECRETARY OF OSI/OSC | 25000 | PART V |
| CAROLINE NIEMCZYK | VICE CHAIR OF OSI/OSC | 95651 | PART V |
| PAUL ELSTON | TREASURER OF OSI/OSC | 5000 | PART V |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART III: | Identifier |
| Return Reference | GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: | ReturnReference |
| Explanation | RAMSAY ADAMS, THE SON OF OSI/OSC CHAIRMAN JOHN ADAMS, IS EMPLOYED BY CATSKILL MOUNTAINKEEPER ("CMK"). IN ADDITION, EDWARD AMES, SECRETARY OF OSI/OSC, AND GILMAN S. BURKE, TRUSTEE OF OSI/OSC, ARE VOLUNTEER TRUSTEES OF CMK. OSI WAS A FISCAL SPONSOR OF CMK UNTIL DECEMBER 31, 2010. CMK RECEIVED AN IRS DETERMINATION LETTER IN 2010 CONFIRMING ITS 501(C)(3) STATUS AND, EFFECTIVE JANUARY 1, 2011, WAS INDEPENDENT OF OSI. IN JANUARY 2011, OSI CLOSED OUT ITS FISCAL SPONSORSHIP OF CMK BY GRANTING THE ORGANIZATION THE $168,120 IN GIFTS EARMARKED FOR CMK BUT STILL UNSPENT.EDWARD AMES, SECRETARY OF OSI/OSC, IS ALSO A VOLUNTEER TRUSTEE OF THE CARY INSTITUTE OF ECOSYSTEM STUDIES. IN APRIL 2011, OSI GRANTED A MCHENRY HUDSON RIVER AWARD TO THE CARY INSTITUTE FOR ITS SUPERVISION OF A PROGRAM TO TEACH STUDENTS IN THE POUGHKEEPSIE SCHOOL SYSTEM ABOUT THE HUDSON RIVER ECOSYSTEM.JOHN ADAMS, CHAIRMAN OF OSI/OSC, AND PATRICIA SULLIVAN, TRUSTEE OF OSI/OSC, ARE PAID CONSULTANTS OF THE NRDC ACTION FUND. IN JANUARY 2011, OSI AWARDED A $150,000 GRANT TO THE NRDC ACTION FUND FOR ITS WORK AS PART OF THE OUTDOORS AMERICA CAMPAIGN.CHRISTOPHER ELLIMAN, PRESIDENT AND CEO OF OSI/OSC, AND EDWARD AMES, SECRETARY OF OSI/OSC, ARE ALSO VOLUNTEER BOARD MEMBERS OF THE WILDERNESS SOCIETY. IN OCTOBER 2011, OSI AWARDED A $25,000 GRANT TO THE WILDERNESS SOCIETY FOR ITS WORK AS PART OF THE OUTDOORS AMERICA CAMPAIGN.CAROLINE NIEMCZYK, VICE CHAIR OF OSI/OSC, IS ALSO A VOLUNTEER BOARD MEMBER OF THE TRUST FOR PUBLIC LAND. IN 2011, OSI AWARDED GRANTS TOTALING $95,651 TO THE TRUST FOR PUBLIC LAND.PAUL ELSTON, TREASURER OF OSI/OSC, IS ALSO A VOLUNTEER BOARD MEMBER OF FRIENDS OF HUDSON RIVER GREENWAY. IN 2011, OSI AWARDED A $5,000 GRANT TO THE FRIENDS OF HUDSON RIVER GREENWAY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN ERNST, BOARD MEMBER, AND JOHN CAHILL, BOARD MEMBER, ARE VOLUNTEER TRUSTEES OF THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." GILMAN S. BURKE, BOARD MEMBER, T. JEFFERSON CUNNINGHAM III, BOARD MEMBER, AND W. BARNABAS MCHENRY, BOARD MEMBER, ARE VOLUNTEER TRUSTEES OF THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." EDWARD AMES, SECRETARY, AND GILMAN S. BURKE, BOARD MEMBER, ARE VOLUNTEER TRUSTEES OF THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." JOHN ADAMS, CHAIRMAN, AND PATRICIA SULLIVAN, BOARD MEMBER, ARE BOTH PAID CONSULTANTS OF THE SAME 501(C)(4) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." SUSAN BABCOCK, BOARD MEMBER, JOHN CAHILL, BOARD MEMBER, AND JOHN ERNST, BOARD MEMBER, ARE VOLUNTEER TRUSTEES OF THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." PETER A. BIENSTOCK, VICE CHAIR, HUME R. STEYER, BOARD MEMBER, AND CHRISTOPHER ELLIMAN, PRESIDENT & CEO, ARE VOLUNTEER TRUSTEES OF THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." EDWARD AMES, SECRETARY, AND CHRISTOPHER ELLIMAN, PRESIDENT & CEO, ARE VOLUNTEER TRUSTEES OF THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION." ROBERT ANDERBERG, GENERAL COUNSEL & VP, AND JOSEPH MARTENS, PRESIDENT (UP TO 1/19/2011), WERE BOTH BOARD MEMBERS OF THE SAME 501(C)(3), ORGANIZATION WHICH IS NOT A "RELATED ORGANIZATION." | |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM. THE DRAFT FORM 990 IS REVIEWED BY THE CONTROLLER, CHIEF OPERATING OFFICER & GENERAL COUNSEL. AFTER THE 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. ONCE A CONFLICT OR POTENTIAL CONFLICT HAS BEEN DISCLOSED, THE INTERESTED PERSON MAY NOT DISCUSS THE TRANSACTION THAT IS THE BASIS OF SUCH CONFLICT, AND MUST RECUSE HIMSELF OR HERSELF FROM ANY 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 COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES INVOLVES OUR 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 OUR ORGANIZATION AND REQUESTS SUCH INFORMATION. | |
| PART VII, SECTION A, COLUMN B: | THE ESTIMATED AVERAGE WEEKLY HOURS REPORTED FOR THE DIRECTORS, OFFICERS AND EMPLOYEES LISTED IN PART VII REPRESENTS THE AVERAGE HOURS PER WEEK DEVOTED TO THE ORGANIZATION DURING THE YEAR. THE ESTIMATED AVERAGE WEEKLY HOURS DEVOTED TO RELATED ORGANIZATIONS IS AS FOLLOWS: JOHN H. ADAMS - 3 HOURS PETER A. BIENSTOCK - 3 HOURS CAROLYN NIEMCZYK - 3 HOURS PAUL J. ELSTON - 3 HOURS EDWARD A. AMES - 3 HOURS SUSAN BABCOCK - 3 HOURS ELIZABETH BORDEN - 3 HOURS GILMAN S. BURKE - 3 HOURS JOHN CAHILL - 3 HOURS HOLLY HEGENER CUMMINGS - 3 HOURS T. JEFFERSON CUNNINGHAM III - 3 HOURS J. MATTHEW DAVIDSON - 3 HOURS JOHN ERNST - 3 HOURS SAMUEL G. HUBER - 3 HOURS FELIX KAUFMAN - 3 HOURS SAMUEL W. LAMBERT - 3 HOURS YUKI MOORE LAURENTI - 3 HOURS W. BARNABAS MCHENRY - 3 HOURS KATHERINE O. ROBERTS - 3 HOURS HUME R. STEYER - 3 HOURS PATRICIA F. SULLIVAN - 3 HOURS CHRISTOPHER ELLIMAN - 32.5 HOURS PETER HOWELL - 25.5 HOURS ROBERT K. ANDERBERG - 32.9 HOURS ANTONIA BOWRING - 25.3 HOURS JOSEPH G. HOLLAND - 29.8 HOURS SAMAYLA DEUTCH - 33.3 HOURS TALLY BLUMBERG - 30.3 HOURS ERIK KULLESEID - 34.6 HOURS | ESTIMATED AVERAGE WEEKLY HOURS DEVOTED TO RELATED ORGANIZATIONS: |
| FORM 990, PART XI, LINE 5: | IN-KIND INTEREST EXPENSE -118,194. IN-KIND INTEREST INCOME 1,461. TOTAL TO FORM 990, PART XI, LINE 5: -116,733. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OF THE OPEN SPACE INSTITUTE, INC. IS RESPONSIBLE FOR THE OVERSIGHT OF OSI'S FINANCIAL STATEMENTS AND SELECTION OF OSI'S INDEPENDENT ACCOUNTANT. THE COMMITTEE MEETS QUARTERLY TO REVIEW COMPLEX TRANSACTIONS AND INTERIM FINANCIAL STATEMENTS TO OBTAIN A BETTER UNDERSTANDING OF THE CURRENT FINANCIAL CONDITION OF THE ORGANIZATION. ON AN ANNUAL BASIS OSI'S AUDIT COMMITTEE REVIEWS THE REPORT TO THE AUDIT COMMITTEE PREPARED BY OSI'S OUTSIDE AUDITORS AND THE CONSOLIDATED FINANCIAL STATEMENTS OF OUR ORGANIZATION. THE AUDIT COMMITTEE PERIODICALLY REVIEWS THE NEED TO REPLACE OSI'S INDEPENDENT ACCOUNTANT BASED ON CERTAIN CRITERIA. THE CRITERIA CONSIDERED INCLUDE DETERMINING IF THE INDEPENDENT ACCOUNTANT POSSESSES A HIGH LEVEL OF KNOWLEDGE OF ACCOUNTING STANDARDS AND PRINCIPLES, GENERALLY, AND NOT FOR PROFIT ACCOUNTING KNOWLEDGE, SPECIFICALLY, AND IF THEY CAN COMPLETE THE REQUIRED WORK IN A TIMELY MANNER AT A COMPETITIVE PRICE. | DESCRIPTION OF THE ORGANIZATION'S AUDIT COMMITTEE: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| OPEN SPACE CONSERVANCY INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133028060 | LAND CONSERVATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | 1 |
| BEAVERKILL VALLEY LAND TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | LAND CONSERVATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | 1 |
| MALCOLM GORDON CHARITABLE TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133756345 | ENVIREMENTAL EDUCATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON HILL ASSOCIATES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141644926 | EIN |
| Primary Activity | HOLDING LAND | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OPEN SPACE CONSERVANCY INC | ||
| B | 6028569 | FORGIVENESS OF DEBT |
| BEAVERKILL VALLEY LAND TRUST INC | ||
| B | 1284700 | FORGIVENESS OF DEBT |
| JOHNSON HILL ASSOCIATES | ||
| B | 80000 | FORGIVENESS OF DEBT |
| OPEN SPACE CONSERVANCY INC | ||
| D | 59995 | CASH PAYMENTS |
| OPEN SPACE CONSERVANCY INC | ||
| M | 689563 | CASH PAYMENTS |
| OPEN SPACE CONSERVANCY INC | ||
| N | 3308596 | CASH PAYMENTS |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 CONSERVANCY, INC. (EIN 13-3028060)1350 BROADWAY, SUITE 201NEW YORK, NY 10018 | Explanation |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE CONSERVANCY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
| Electing Org | X | ElectingOrg |
| Total Grassroots Lobbying | 0 | TotalGrassrootsLobbying |
| Total Direct Lobbying | 53404 | TotalDirectLobbying |
| Total Lobbying Expenditures | 53404 | TotalLobbyingExpenditures |
| Other Exempt Purpose Expenditures | 13260747 | OtherExemptPurposeExpenditures |
| Total Exempt Purpose Expenditures | 13314151 | TotalExemptPurposeExpenditures |
| Lobbying Nontaxable | $815,708 | LobbyingNontaxableAmount |
| Grassroots Nontaxable | $203,927 | GrassrootsNontaxableAmount |
| Tot Lobbying Grassroot Minus Nontx | 0 | TotLobbyingGrassrootMinusNontx |
| Tot Lobby Expend Mns Lobbying Nontx | 0 | TotLobbyExpendMnsLobbyingNontx |
| Share Of Excess Lobbying Expendtrs | 0 | ShareOfExcessLobbyingExpendtrs |
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