Civic Intelligence

Saratoga Foundation

990 • Fiscal year 2018 • EIN 14-1787105

Jan 01, 2018 to Dec 31, 2018 • Filed on May 17, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.6%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,139,580

Down $94,217 (-7.6%) from 2017

Net Assets

Down

$1,139,580

Down $94,217 (-7.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Down

$121,439

Down $38,478 (-24%) from 2017

Expenses

Down

$60,000

Down $85,000 (-59%) from 2017

Net Income

Up

$61,439

Up $46,522 (+312%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2018

Assets$1,139,580
Liabilities$0
Net Assets$1,139,580
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$121,439
Expenses$60,000
Net Income$61,439
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 17, 2019
Return Version
2018v3.1
Gross Receipts
$306,635
Mission and Program Overview

Mission

Fund civic projects in the saratoga area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,059,964$1,045,109▼ $14,855
Savings and Temporary Cash Investments$173,833$94,471▼ $79,362
Total Assets$1,233,797$1,139,580▼ $94,217
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,233,797$1,139,580▼ $94,217
Total Net Assets Fund Balance$1,233,797$1,139,580▼ $94,217
Total Liabilities and Net Assets / Fund Balance$1,233,797$1,139,580▼ $94,217
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
$12,906
Program Service Revenue
$0
Investment Income
$108,533
Other Revenue
$0
All Other Contributions
$12,906
Change in Net Assets
$61,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
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$60,000--$60,000
Total Functional Expenses$60,000$0$0$60,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Gardens at Pitney MeadowsSaratoga Springs, NY501c3Gardnen Construction$25,000
Veteran & Community Housing CoalitiBallston Spa, NY501c3Purchase Van$15,000
Friends of Saratoga BattlefieldStillwater, NY501c3Memorial at Site$10,000
Opera SaratogaSaratoga Springs, NY501c3Opera Education$10,000
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
2019-05-17
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
Jillian M Woodcock
Phone
5185834166
Supplemental Narrative

Additional Explanations

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

“Donation to friends of saratoga battlefield was the second half of a pledge for construction of a memorial at the site of the surrender of the british to the americans. This property when complete will become a part of the saratoga battlefield site.”

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST BECAUSE THE ORGANIZATION RECEIVES 18% OF ITS SUPPORT FROM THE GENERAL PUBLIC. THE ORGANIZATION MAINTAINS CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE BOARD OF DIRECTORS CURRENTLY NUMBERS SIXTEEN INDIVIDUALS. THEY REPRESENT THE BROAD INTEREST OF THE GENERAL PUBLIC.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt055754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023302
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0118713
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18270
IRS990ScheduleA/PublicSupportPY170Pct00.32660
IRS990ScheduleA/PublicSupportTotal170Amt031879
IRS990ScheduleA/SubstantialContributorsTotAmt023875
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09495
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt055754
IRS990ScheduleA/TotalSupportAmt0174467
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEMORIAL AT SITE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERA EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GARDNEN CONSTRUCTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PURCHASE VAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF SARATOGA BATTLEFIELD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OPERA SARATOGA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY GARDENS AT PITNEY MEADOWS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3VETERAN & COMMUNITY HOUSING COALITI
IRS990ScheduleI/RecipientTable/RecipientEIN0223090470
IRS990ScheduleI/RecipientTable/RecipientEIN1132505803
IRS990ScheduleI/RecipientTable/RecipientEIN2812724904
IRS990ScheduleI/RecipientTable/RecipientEIN3112646839
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0648 ROUTE 32
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt119 ROOSEVELT DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2112 SPRING STREET NO 109
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt320 PROSPECT ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STILLWATER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SARATOGA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BALLSTON SPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012170
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd112866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd212866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd312020
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/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION TO FRIENDS OF SARATOGA BATTLEFIELD WAS THE SECOND HALF OF A PLEDGE FOR CONSTRUCTION OF A MEMORIAL AT THE SITE OF THE SURRENDER OF THE BRITISH TO THE AMERICANS. THIS PROPERTY WHEN COMPLETE WILL BECOME A PART OF THE SARATOGA BATTLEFIELD SITE.
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01233797
IRS990/TotalAssetsGrp/EOYAmt01139580
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012906
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt060000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01233797
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01139580
IRS990/TotalOtherProgSrvcExpenseAmt010000
IRS990/TotalOtherProgSrvcGrantAmt010000
IRS990/TotalProgramServiceExpensesAmt060000
IRS990/TotalRevenueGrp/ExclusionAmt0108533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121439
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01233797
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01139580
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01233797
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01139580
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM P DAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05185845844
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARATOGA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0141787105
ReturnHeader/Filer/PhoneNum05185845844

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,139,580
Liabilities
$0
Net assets
$1,139,580
Revenue
$121,439
Expenses
$60,000
Net income
$61,439
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