Civic Intelligence

Saratoga Foundation

990 • Fiscal year 2016 • EIN 14-1787105

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization ProfileWWW.THESARATOGAFOUNDATION.ORG
PO Box 463Saratoga Springs, NY 12866

(518) 584-5844

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-76%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

82%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,192,750

Up $10,646 (+0.9%) from 2015

Net Assets

Up

$1,192,750

Up $10,646 (+0.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Up

$59,510

Up $26,773 (+82%) from 2015

Expenses

Down

$104,500

Down $500 (-0.5%) from 2015

Net Income

Up

-$44,990

Up $27,273 (+38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $973,386Liabilities 2010: $0Net Assets 2010: $973,3862010Assets 2011: $956,398Liabilities 2011: $0Net Assets 2011: $956,3982011Assets 2012: $1,010,213Liabilities 2012: $0Net Assets 2012: $1,010,2132012Assets 2013: $1,212,125Liabilities 2013: $0Net Assets 2013: $1,212,1252013Assets 2014: $1,255,412Liabilities 2014: $0Net Assets 2014: $1,255,4122014Assets 2015: $1,182,104Liabilities 2015: $0Net Assets 2015: $1,182,1042015Assets 2016: $1,192,750Liabilities 2016: $0Net Assets 2016: $1,192,7502016Assets 2017: $1,233,797Liabilities 2017: $0Net Assets 2017: $1,233,7972017Assets 2018: $1,139,580Liabilities 2018: $0Net Assets 2018: $1,139,5802018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$1,192,750
Liabilities$0
Net Assets$1,192,750
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $24,625Expenses 2010: $42,500Net Income 2010: -$17,8752010Expenses 2011: $62,5102011Expenses 2012: $68,2032012Revenue 2013: $70,284Expenses 2013: $32,500Net Income 2013: $37,7842013Revenue 2014: $96,222Expenses 2014: $55,000Net Income 2014: $41,2222014Revenue 2015: $32,737Expenses 2015: $105,000Net Income 2015: -$72,2632015Revenue 2016: $59,510Expenses 2016: $104,500Net Income 2016: -$44,9902016Revenue 2017: $159,917Expenses 2017: $145,000Net Income 2017: $14,9172017Revenue 2018: $121,439Expenses 2018: $60,000Net Income 2018: $61,4392018Revenue 2019: $396,611Expenses 2019: $46,020Net Income 2019: $350,5912019

Highlighted filing

2016

Revenue$59,510
Expenses$104,500
Net Income-$44,990
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$110,167
Mission and Program Overview

Mission

Fund civic projects in the saratoga area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,131,528$1,148,387▲ $16,859
Savings and Temporary Cash Investments$50,576$44,363▼ $6,213
Total Assets$1,182,104$1,192,750▲ $10,646
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,182,104$1,192,750▲ $10,646
Total Net Assets Fund Balance$1,182,104$1,192,750▲ $10,646
Total Liabilities and Net Assets / Fund Balance$1,182,104$1,192,750▲ $10,646
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
William P DakePresident
Barbara GlaserDirector
Cathy MassieDirector
Charles V WaitDirector
Denise PolitDirector
Ed SwyerDirector
Elizabeth Smith-holmesDirector
Elliot MassieDirector
Gary DicresceDirector
James C MercerDirector
Jane GreenbergDirector
Linda TooheyDirector
Nan GuslanderDirector
Nancy DicresceDirector
Susan DakeDirector
Susan BokanSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000
Program Service Revenue
$0
Investment Income
$56,510
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$-44,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,500
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,500--$104,500
Total Functional Expenses$104,500$0$0$104,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caffe Lena IncSaratoga Springs, NY501c3Help Aquire Building$25,000
Saratoga Performing Arts CenterSaratoga Springs, NY501c3Support New Program$25,000
Universal Preservation HallSaratoga Springs, NY501c3Renovate Building$25,000
Friends of the Nys Military MuseumSaratoga Springs, NY501c3New Exhibition$10,000
Home of the Good ShepherdSaratoga Springs, NY501c3Provide Computers$7,000
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
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
No
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 2

“William dake susan dake president director spouse gary dicresce nancy dicresce director director spouse elliot massie cathy massie director director spouse”

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

“The form 990 is available at the board meeting for review”

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

“The board monitors any conflict of interest issues.”

Form 990, Page 6, Part VI, Line 19

“A copy of the requested forms will be provided to the public”

Filing and Contact Details

Filer

Filer Name
Saratoga Foundation
EIN
14-1787105
Phone
5185845844
Address
PO BOX 463, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
William P Dake
Title
President
Phone
5185845844
Signed
2017-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William P Dake
Formed
1995
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Fredette Sankowski & Company
Address
25 WALTON ST, SARATOGA SPRINGS, NY 12866-2013
Preparer
Brian T Fredette
Phone
5185834166
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Donation to friends of the nys military museum to support the development of a major new exhibition on the korean and vietnam wars. Donation to caffe lena to help america's oldest continuing coffee house acquire its building. Donation to the saratoga ymca to help build its state of the art facility that serves more than 20,000 members of our community. Donation to the saratoga children's theater to provide scholarships for the summer program. Donation to the christopher dailey foundation for a new playground.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026145
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119790
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39130
IRS990ScheduleA/PublicSupportPY170Pct00.46850
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IRS990ScheduleA/SubstantialContributorsTotAmt062
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013899
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077098
IRS990ScheduleA/TotalSupportAmt0196888
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RENOVATE BUILDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT NEW PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDE COMPUTERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3NEW EXHIBITION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HELP AQUIRE BUILDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSAL PRESERVATION HALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SARATOGA PERFORMING ARTS CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HOME OF THE GOOD SHEPHERD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FRIENDS OF THE NYS MILITARY MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CAFFE LENA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0320033321
IRS990ScheduleI/RecipientTable/RecipientEIN1141466353
IRS990ScheduleI/RecipientTable/RecipientEIN2141338349
IRS990ScheduleI/RecipientTable/RecipientEIN3141742563
IRS990ScheduleI/RecipientTable/RecipientEIN4141726194
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt025 WASHINGTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1108 AVENUE OF THE PINES
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2390 CHURCH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt361 LAKE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 245
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd112866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd212866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd312866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd412866
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ONE OF THE TRUSTEES IS ASSIGNED TO THE ORGANIZATION RECEIVING GRANT FUNDS AND MAKES SURE THE MONIES ARE USED FOR THE APPROPRIATE PURPOSE. THE TRUSTEE REPORTS BACK TO THE ENTIRE BOARD WHEN THE PURPOSE IS COMPLETE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION TO FRIENDS OF THE NYS MILITARY MUSEUM TO SUPPORT THE DEVELOPMENT OF A MAJOR NEW EXHIBITION ON THE KOREAN AND VIETNAM WARS. DONATION TO CAFFE LENA TO HELP AMERICA'S OLDEST CONTINUING COFFEE HOUSE ACQUIRE ITS BUILDING. DONATION TO THE SARATOGA YMCA TO HELP BUILD ITS STATE OF THE ART FACILITY THAT SERVES MORE THAN 20,000 MEMBERS OF OUR COMMUNITY. DONATION TO THE SARATOGA CHILDREN'S THEATER TO PROVIDE SCHOLARSHIPS FOR THE SUMMER PROGRAM. DONATION TO THE CHRISTOPHER DAILEY FOUNDATION FOR A NEW PLAYGROUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILLIAM DAKE SUSAN DAKE PRESIDENT DIRECTOR SPOUSE GARY DICRESCE NANCY DICRESCE DIRECTOR DIRECTOR SPOUSE ELLIOT MASSIE CATHY MASSIE DIRECTOR DIRECTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS AVAILABLE AT THE BOARD MEETING FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MONITORS ANY CONFLICT OF INTEREST ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE REQUESTED FORMS WILL BE PROVIDED TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01182104
IRS990/TotalAssetsEOYAmt01192750
IRS990/TotalAssetsGrp/BOYAmt01182104
IRS990/TotalAssetsGrp/EOYAmt01192750
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0104500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01182104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01192750
IRS990/TotalOtherProgSrvcExpenseAmt047500
IRS990/TotalOtherProgSrvcGrantAmt047500
IRS990/TotalProgramServiceExpensesAmt0104500
IRS990/TotalRevenueGrp/ExclusionAmt056510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059510
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01182104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01192750
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01182104
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01192750
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 463
IRS990/USAddress/CityNm0SARATOGA SPRINGS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012866
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.THESARATOGAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM P DAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05185845844
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,192,750
Liabilities
$0
Net assets
$1,192,750
Revenue
$59,510
Expenses
$104,500
Net income
-$44,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.40$0.05$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.16$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.03$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.06
2010Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.02$0.04$0.02