Civic Intelligence

Saratoga Institute Inc

EIN 14-1664693 • 501(c)3 • Saratoga Springs, NY

Profile

To provide a wide variety of educational resources to the general public including written materials, community forums, workshops, conferences, presentations. Grants are awarded to individuals and/or organizations whose publications, research, or presentations will provide educational products or services to/for the general public.

110 Spring StreetSaratoga Springs, NY 12866

www.acase.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

52%

Higher net margin than 86% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

272%

Faster asset growth than 96% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

147%

Faster revenue growth than 92% of similar nonprofits.

NTEE S • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$295,990

Up $216,511 (+272%) from 2023

Liabilities

Down

$7,838

Down $95 (-1.2%) from 2023

Net Assets

Up

$288,152

Up $216,606 (+303%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin86th percentile

Revenue

Up

$400,160

Up $238,234 (+147%) from 2023

Expenses

Down

$191,767

Down $57,506 (-23%) from 2023

Net Income

Up

$208,393

Up $295,740 (+339%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $70,771Liabilities 2010: $182010Assets 2011: $85,375Liabilities 2011: $7,3442011Assets 2012: $85,450Liabilities 2012: $38Net Assets 2012: $85,4122012Assets 2013: $104,911Liabilities 2013: $835Net Assets 2013: $104,0762013Assets 2014: $84,807Liabilities 2014: $1,259Net Assets 2014: $83,5482014Assets 2015: $73,159Liabilities 2015: $1,754Net Assets 2015: $71,4052015Assets 2016: $104,763Liabilities 2016: $4,169Net Assets 2016: $100,5942016Assets 2017: $166,903Liabilities 2017: $5,909Net Assets 2017: $160,9942017Assets 2018: $111,924Liabilities 2018: $6,570Net Assets 2018: $105,3542018Assets 2019: $64,312Liabilities 2019: $8,034Net Assets 2019: $56,2782019Assets 2020: $71,853Liabilities 2020: $7,468Net Assets 2020: $64,3852020Assets 2021: $80,614Liabilities 2021: $7,410Net Assets 2021: $73,2042021Assets 2022: $163,430Liabilities 2022: $8,597Net Assets 2022: $154,8332022Assets 2023: $79,479Liabilities 2023: $7,933Net Assets 2023: $71,5462023Assets 2024: $295,990Liabilities 2024: $7,838Net Assets 2024: $288,1522024

Highlighted filing

2024

Assets$295,990
Liabilities$7,838
Net Assets$288,152
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $81,424Expenses 2010: $97,757Net Income 2010: -$16,3332010Revenue 2011: $69,242Expenses 2011: $58,050Net Income 2011: $11,1922011Revenue 2012: $86,381Expenses 2012: $83,484Net Income 2012: $2,8972012Revenue 2013: $71,067Expenses 2013: $63,462Net Income 2013: $7,6052013Revenue 2014: $83,415Expenses 2014: $116,749Net Income 2014: -$33,3342014Revenue 2015: $73,349Expenses 2015: $78,061Net Income 2015: -$4,7122015Revenue 2016: $100,273Expenses 2016: $78,510Net Income 2016: $21,7632016Revenue 2017: $201,240Expenses 2017: $143,853Net Income 2017: $57,3872017Revenue 2018: $171,130Expenses 2018: $227,515Net Income 2018: -$56,3852018Revenue 2019: $106,120Expenses 2019: $156,348Net Income 2019: -$50,2282019Revenue 2020: $92,887Expenses 2020: $85,236Net Income 2020: $7,6512020Revenue 2021: $87,324Expenses 2021: $84,211Net Income 2021: $3,1132021Revenue 2022: $203,586Expenses 2022: $122,799Net Income 2022: $80,7872022Revenue 2023: $161,926Expenses 2023: $249,273Net Income 2023: -$87,3472023Revenue 2024: $400,160Expenses 2024: $191,767Net Income 2024: $208,3932024

Highlighted filing

2024

Revenue$400,160
Expenses$191,767
Net Income$208,393
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$295,990
Liabilities
$7,838
Net assets
$288,152
Revenue
$400,160
Expenses
$191,767
Net income
$208,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.08$2.88$4.00$1.92$2.08
2023Summary only. Only limited summary data is available for this year.$0.79$0.08$0.72$1.62$2.49$0.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.09$1.55$2.04$1.23$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.07$0.73$0.87$0.84$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.07$0.64$0.93$0.85$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.08$0.56$1.06$1.56$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.07$1.05$1.71$2.28$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.06$1.61$2.01$1.44$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.04$1.01$1.00$0.79$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$0.73$0.78$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.83$1.17$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.71$0.63$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.86$0.83$0.03
2011Summary only. Only limited summary data is available for this year.$0.85$0.07$0.69$0.58$0.11
2010Summary only. Only limited summary data is available for this year.$0.71$0.00$0.81$0.98$0.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 20, 2020
Return Version
2019v5.0
Gross Receipts
$111,897
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$76,757$44,003▼ $32,754
Investments in Publicly Traded Securities$25,523$19,253▼ $6,270
Savings and Temporary Cash Investments$9,620$1,027▼ $8,593
Accounts Receivable-$5-
Total Assets$111,924$64,312▼ $47,612
Other Assets Total$24$24→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,570$8,034▲ $1,464
Total Liabilities$6,570$8,034▲ $1,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$105,354$56,278▼ $49,076
Total Net Assets Fund Balance$105,354$56,278▼ $49,076
Total Liabilities and Net Assets / Fund Balance$111,924$64,312▼ $47,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$7,703$7,703
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
David RobertsPresident
Barbara GlaserDirector
Brooke McconnellDirector
Douglas WardDirector
Geoff BornemanDirector
Holly Schwarz-lawtonDirector
Jerry LuhnDirector
Rich TorkelsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$65,520
Program Service Revenue
$37,399
Investment Income
$3,201
Other Revenue
$0
All Other Contributions
$52,020
Change in Net Assets
$-50,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$19,324--$19,324
Office Expenses-$4,179-$4,179
Other Expenses$3,845--$3,845
Insurance-$1,907-$1,907
Fees for Services Accounting-$1,750-$1,750
Fees for Services Other$75--$75
Total Functional Expenses$148,512$7,836$0$156,348
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of directors reviews the federal form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Each year any conflicts of interest of the governing board are reviewed.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is approved by the governing board of directors.”

Form 990, Page 6, Part VI, Line 18

“Organizational documents and tax documents available for inspection upon request to the organization.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request to the organization.”

Filing and Contact Details

Filer

Filer Name
Saratoga Institute Inc
EIN
14-1664693
Phone
5185876433
Address
110 SPRING STREET, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Rich Torkelson
Title
Secretary
Phone
5185876433
Signed
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Roberts
Formed
1985
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
50

Preparer

Firm
West & Company Cpas Pc
Address
PO BOX 1219, GLOVERSVILLE, NY 12078-0354
Preparer
Trisha Rogers-byrns
Phone
5187257127
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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.”

Form 990, Part IX, Line 24E

“Upstate advertising 3,645 0 0 gallery prof dev fees 2,814 0 0 upstate- pro fees 2,150 0 0 repairs & maintenace 2,089 0 0 telephone 1,108 0 0 gallery supplies 990 0 0 gallery advertising 981 0 0 misc expense - galler 931 0 0 misc expense - upstate 631 0 0 upstate-suppleis 554 0 0 acase dues/subs 383 0 0 gallery dues 333 0 0 acase- supplies 306 0 0 acase pro. Fees 269 0 0 acase office 266 0 0 gallery bank fees 134 0 0 upstate-office exp 119 0 0 upstate -bank fees 108 0 0 upstate -dues 106 0 0 investment fees 73 0 0 acase bank fees 61 0 0 acase advertising 48 0 0 gallery printing/office 18 0 0 on deck-bank fees 2 0 0 misc expense - acase 1,205 0 0 total 19,324 0 0”

Form 990, Part XI, Line 9

“UNREAL G/L 1,152”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06570
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08034
IRS990/AccountsReceivableGrp/EOYAmt05
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IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt052020
IRS990/AllOtherExpensesGrp/ProgramServicesAmt019324
IRS990/AllOtherExpensesGrp/TotalAmt019324
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0BARBARA GLASER
IRS990/BooksInCareOfDetail/PhoneNum05185876433
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0108 SPRING ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SARATOGA SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012866
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt076757
IRS990/CashNonInterestBearingGrp/EOYAmt044003
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt065520
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03201
IRS990/CYOtherExpensesAmt0156348
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt037399
IRS990/CYRevenuesLessExpensesAmt0-50228
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0156348
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0106120
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE GALLERY SPACE FOR ART EXHIBITION PROGRAMS TO ENABLE DEVELOPING ARTISTS TO PRESENT AND SELL ARTWORK TO THE PUBLIC WITH A PORTION OF PROCEEDS GIVEN TO THE ORGANIZATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt017936
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01750
IRS990/FeesForServicesAccountingGrp/TotalAmt01750
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt075
IRS990/FeesForServicesOtherGrp/TotalAmt075
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0GEOFF BORNEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA GLASER
IRS990/Form990PartVIISectionAGrp/PersonNm2JERRY LUHN
IRS990/Form990PartVIISectionAGrp/PersonNm3BROOKE MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm5HOLLY SCHWARZ-LAWTON
IRS990/Form990PartVIISectionAGrp/PersonNm6RICH TORKELSON
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUGLAS WARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03183
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08960
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025523
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IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07703
IRS990/LandBldgEquipCostOrOtherBssAmt07703
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05777
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt013500
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0105354
IRS990/NetAssetsOrFundBalancesEOYAmt056278
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03183
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03183
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0105354
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04179
IRS990/OfficeExpensesGrp/TotalAmt04179
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt024
IRS990/OtherChangesInNetAssetsAmt01152
IRS990/OtherExpensesGrp/Desc0UPSTATE CONSULTING
IRS990/OtherExpensesGrp/Desc1UPSTATE TRAVEL & MEETING
IRS990/OtherExpensesGrp/Desc2GALLERY CONSULTING
IRS990/OtherExpensesGrp/Desc3ACASE CONSULTING
IRS990/OtherExpensesGrp/ProgramServicesAmt0100177
IRS990/OtherExpensesGrp/ProgramServicesAmt116701
IRS990/OtherExpensesGrp/ProgramServicesAmt28390
IRS990/OtherExpensesGrp/ProgramServicesAmt33845
IRS990/OtherExpensesGrp/TotalAmt0100177
IRS990/OtherExpensesGrp/TotalAmt116701
IRS990/OtherExpensesGrp/TotalAmt28390
IRS990/OtherExpensesGrp/TotalAmt33845
IRS990/OtherInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID ROBERTS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ACE
IRS990/ProgramServiceRevenueGrp/Desc1GALLERY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030188
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030188
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17211
IRS990/ProgSrvcAccomActy2Grp/Desc0ACASE(ASSN FOR THE COOP. ADVANCEMENT OF SCIENCE & EDUCATION) TO DEVELOP NEW WAYS TO ASSESS STUDENTS' UNDERSTANDING OF SCIENTIFIC THEORIES, AND GIVES TEACHERS BETTER WAYS TO ASSESS STUDENT LEARNING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06383
IRS990/ProgSrvcAccomActy3Grp/Desc0ACE(UPSTATE ALLIANCE FOR THE CREATIVE ECONOMY)ACE IS WORKING WITH CROSS- SECTOR, GEOGRAPHICALLY DIVERSE INDIVIDUALS, PRIVATE AND PUBLIC ORGANIZATIONS, NONPROFITS, AND COMMUNITY LEADERSHIP TO DEVELOP AND IMPLEMENT PROGRAMS THAT BENEFIT THE PEOPLE, PLACES, AND CREATIVITY OF THE GREATER CAPITAL REGION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0124193
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0141162
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt0222002
IRS990/PYProgramServiceRevenueAmt029956
IRS990/PYRevenuesLessExpensesAmt0-56385
IRS990/PYSalariesCompEmpBnftPaidAmt05513
IRS990/PYTotalExpensesAmt0227515
IRS990/PYTotalRevenueAmt0171130
IRS990/ReconcilationRevenueExpnssAmt0-50228
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09620
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01027
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt037000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt034100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0103100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0141162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0149831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0485498
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84030
IRS990ScheduleA/PublicSupportPY509Pct00.85090
IRS990ScheduleA/PublicSupportTotal509Amt0543053
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt037000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt034100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0103100
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0171118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0198102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073467
IRS990ScheduleA/Total509Grp/TotalAmt0646153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0171130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0198103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0646273
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07703
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07703
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS THE FEDERAL FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR ANY CONFLICTS OF INTEREST OF THE GOVERNING BOARD ARE REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS APPROVED BY THE GOVERNING BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATIONAL DOCUMENTS AND TAX DOCUMENTS AVAILABLE FOR INSPECTION UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPSTATE ADVERTISING 3,645 0 0 GALLERY PROF DEV FEES 2,814 0 0 UPSTATE- PRO FEES 2,150 0 0 REPAIRS & MAINTENACE 2,089 0 0 TELEPHONE 1,108 0 0 GALLERY SUPPLIES 990 0 0 GALLERY ADVERTISING 981 0 0 MISC EXPENSE - GALLER 931 0 0 MISC EXPENSE - UPSTATE 631 0 0 UPSTATE-SUPPLEIS 554 0 0 ACASE DUES/SUBS 383 0 0 GALLERY DUES 333 0 0 ACASE- SUPPLIES 306 0 0 ACASE PRO. FEES 269 0 0 ACASE OFFICE 266 0 0 GALLERY BANK FEES 134 0 0 UPSTATE-OFFICE EXP 119 0 0 UPSTATE -BANK FEES 108 0 0 UPSTATE -DUES 106 0 0 INVESTMENT FEES 73 0 0 ACASE BANK FEES 61 0 0 ACASE ADVERTISING 48 0 0 GALLERY PRINTING/OFFICE 18 0 0 ON DECK-BANK FEES 2 0 0 MISC EXPENSE - ACASE 1,205 0 0 TOTAL 19,324 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREAL G/L 1,152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0111924
IRS990/TotalAssetsEOYAmt064312
IRS990/TotalAssetsGrp/BOYAmt0111924
IRS990/TotalAssetsGrp/EOYAmt064312
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt065520
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07836
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0148512
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06570
IRS990/TotalLiabilitiesEOYAmt08034
IRS990/TotalLiabilitiesGrp/BOYAmt06570
IRS990/TotalLiabilitiesGrp/EOYAmt08034
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0105354
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056278
IRS990/TotalProgramServiceExpensesAmt0148512
IRS990/TotalProgramServiceRevenueAmt037399
IRS990/TotalRevenueGrp/ExclusionAmt03201
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037399
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106120
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0111924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064312
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0168 WEST RIVER RD
IRS990/USAddress/CityNm0SCHUYLERVILLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012871
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ACASE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICH TORKELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05185876433
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARATOGA INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0141664693
ReturnHeader/Filer/PhoneNum05185876433
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 SPRING STREET
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0221E535867B0618DB1B682159248C5830395A0F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06E3CC1280EACFBF44B37D133AB3C4732FF8DBD03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.71.82
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:35:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141662664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEST & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOVERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0120780354
ReturnHeader/PreparerPersonGrp/PhoneNum05187257127
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRISHA ROGERS-BYRNS
ReturnHeader/ReturnTs02020-11-11T12:35:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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