Civic Intelligence

Roger Tory Peterson Institute of Natural History Foundation

990 • Fiscal year 2015 • EIN 16-1574467

May 01, 2014 to Apr 30, 2015 • Filed on Dec 02, 2015

Organization ProfileRTPI.ORG
311 Curtis StreetJamestown, NY 14701

(716) 665-2473

Siviq Scores

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

Liabilities / Assets

61st percentile

0.12x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • NTEE A • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • NTEE A • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2015 filings • NTEE A • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2015 filings • NTEE A • $1M-$5M nonprofits • Source year 2015

Asset Growth

94th percentile

101%

Faster asset growth than 94% of similar nonprofits.

2015 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

451%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,811,371

Up $912,343 (+101%) from 2014

Net Assets

Up

$1,597,809

Up $889,426 (+126%) from 2014

Liabilities

Up

$213,562

Up $22,917 (+12%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$1,307,366

Up $1,069,927 (+451%) from 2014

Expenses

Up

$421,069

Up $154,167 (+58%) from 2014

Net Income

Up

$886,297

Up $915,760 (+3108%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $836,477Liabilities 2010: $16,405Net Assets 2010: $820,0722010Assets 2011: $1,171,482Liabilities 2011: $373,777Net Assets 2011: $797,7052011Assets 2012: $1,139,991Liabilities 2012: $370,833Net Assets 2012: $769,1582012Assets 2013: $1,061,217Liabilities 2013: $272,744Net Assets 2013: $788,4732013Assets 2014: $899,028Liabilities 2014: $190,645Net Assets 2014: $708,3832014Assets 2015: $1,811,371Liabilities 2015: $213,562Net Assets 2015: $1,597,8092015Assets 2016: $1,498,471Liabilities 2016: $34,760Net Assets 2016: $1,463,7112016Assets 2017: $1,534,772Liabilities 2017: $29,648Net Assets 2017: $1,505,1242017Assets 2018: $1,476,366Liabilities 2018: $27,498Net Assets 2018: $1,448,8682018Assets 2019: $1,792,283Liabilities 2019: $275Net Assets 2019: $1,792,0082019Assets 2020: $1,856,918Liabilities 2020: $3,050Net Assets 2020: $1,853,8682020Assets 2021: $1,975,679Liabilities 2021: $13,340Net Assets 2021: $1,962,3392021Assets 2022: $1,549,527Liabilities 2022: $0Net Assets 2022: $1,549,5272022Assets 2023: $1,604,447Liabilities 2023: $0Net Assets 2023: $1,604,4472023Assets 2024: $1,669,114Liabilities 2024: $0Net Assets 2024: $1,669,1142024

Highlighted filing

2015

Assets$1,811,371
Liabilities$213,562
Net Assets$1,597,809
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $86,126Expenses 2010: $225,417Net Income 2010: -$139,2912010Revenue 2011: $60,902Expenses 2011: $72,073Net Income 2011: -$11,1712011Expenses 2012: $93,1132012Expenses 2013: $103,8342013Revenue 2014: $237,439Expenses 2014: $266,902Net Income 2014: -$29,4632014Revenue 2015: $1,307,366Expenses 2015: $421,069Net Income 2015: $886,2972015Revenue 2016: $40,413Expenses 2016: $142,889Net Income 2016: -$102,4762016Revenue 2017: $50,872Expenses 2017: $158,899Net Income 2017: -$108,0272017Revenue 2018: $162,792Expenses 2018: $107,187Net Income 2018: $55,6052018Revenue 2019: $473,554Expenses 2019: $130,414Net Income 2019: $343,1402019Revenue 2020: $180,267Expenses 2020: $118,407Net Income 2020: $61,8602020Revenue 2021: $204,453Expenses 2021: $95,982Net Income 2021: $108,4712021Revenue 2022: $131,276Expenses 2022: $189,266Net Income 2022: -$57,9902022Revenue 2023: $108,484Expenses 2023: $194,262Net Income 2023: -$85,7782023Revenue 2024: $185,116Expenses 2024: $192,542Net Income 2024: -$7,4262024

Highlighted filing

2015

Revenue$1,307,366
Expenses$421,069
Net Income$886,297
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Dec 2, 2015
Return Version
2014v5.0
Gross Receipts
$1,897,278
Mission and Program Overview

Mission

To financially support the roger tory peterson institute of natural history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$278,766$1,811,371▲ $1,532,605
Investments Other Securities$527,778--
Other Notes and Loans Receivable, Net$92,484--
Total Assets$899,028$1,811,371▲ $912,343
Liabilities
Other Liabilities$179,083$213,098▲ $34,015
Accounts Payable and Accrued Expenses$11,562$464▼ $11,098
Total Liabilities$190,645$213,562▲ $22,917
Net Assets / Fund Balance
Unrestricted Net Assets$407,330$1,268,642▲ $861,312
Permanently Rstr Net Assets$276,714$276,714→ $0
Temporarily Rstr Net Assets$24,339$52,453▲ $28,114
Total Net Assets Fund Balance$708,383$1,597,809▲ $889,426
Total Liabilities and Net Assets / Fund Balance$899,028$1,811,371▲ $912,343

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$92,916-▲ $238,569-$329,167
2013$81,576-▲ $12,162-$92,916
2012$25,565$45,000▲ $11,797-$81,576
2011$24,011-▲ $1,813-$25,565
2010$23,576-▲ $520-$24,011
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Mary H BlairChair
Anne SchettineTrustee
Karen GoodellTrustee
Michael K LyonsTrustee
Tory C PetersonTrustee
Lynne ReadingTrustee/secr
Anton LeendersExecutive Di
Richard RedingtonSecretary/tr
Bill Hackney IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,211,065
Other Revenue
$96,301
Change in Net Assets
$886,297

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,234,619
Revenue Not Reported on Financial Statements
$72,747
Revenue Not Reported on Form 990
$71,081
Other Revenue Adjustments
$67,952
Total Revenue per Audited Statements
$1,305,700
Total Revenue per Form 990
$1,307,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$272,376
Other Expenses$148,693
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$272,376--$272,376
Fees for Services Management-$22,759-$22,759
Fees for Service Investment Mgmnt Fees-$4,795-$4,795
Fees for Services Accounting-$1,875-$1,875
Other Expenses-$189-$189
All Other Expenses-$3-$3
Total Functional Expenses$272,376$148,693$0$421,069

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$421,069
Expenses per Audited Statements$416,274
Total Expenses per Audited Statements$416,274
Expenses Not Reported on Financial Statements$4,795
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roger Tory PetersonJamestown, NY3Support$272,376
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investments Held for Rtpi$190,339
Due to Rtpi$22,759
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Richard redington anton leenders trustee exe. Direct. Family relationship”

Form 990, Page 6, Part VI, Line 3

“Management and adminsitrative duties are provided to the foundation by the employees of the roger tory peterson institute of natural history.”

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

“A draft of the form is e-mailed to each member of the board for review and comment. Comments are reviewed by the finance committee and necessary changes are made before filing.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, form 1023, financial statements, and tax returns are available upon request in the organization's office at 311 curtis street, jamestown, ny 14701.”

Filing and Contact Details

Filer

Filer Name
Roger Tory Peterson Institute
EIN
16-1574467
Phone
7166652473
Address
311 CURTIS STREET, JAMESTOWN, NY 14701

Signing Officer

Name
Anton Leenders
Title
Executive Director
Phone
7166652473
Signed
2015-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anton Leenders Executive Director
Formed
2000
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Saxton Kocur and Associates Llp
Address
301 E 2ND ST SUITE 303, JAMESTOWN, NY 14701-5409
Preparer
Robert Kocur CPA
Phone
7164836109
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Adj to 2014 k-1 ordinary bus. Income -67,952”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Adj to 2014 k-1 ordinary bus. Income 67,952”

Raw XML AppendixShowing 400 of 484 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.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0112724904
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0272376
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROGER TORY PETERSON INSTIT NAT'L HISTORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0272376
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02318
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt092916
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0329167
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0238569
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt081576
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt092916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025565
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt045000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt081576
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0259
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt024011
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01813
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt085
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt023576
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt024011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0520
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04795
IRS990ScheduleD/ExpensesSubtotalAmt0416274
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04795
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04795
IRS990ScheduleD/NetUnrealizedGainsInvstAmt071081
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0190339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt122759
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD FOR RTPI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RTPI
IRS990ScheduleD/OtherRevenuesNotIncludedAmt067952
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84060
IRS990ScheduleD/RevenueNotReportedAmt071081
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt072747
IRS990ScheduleD/RevenueSubtotalAmt01234619
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ADJ TO 2014 K-1 ORDINARY BUS. INCOME 67,952
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15940
IRS990ScheduleD/TotalExpensesPerForm990Amt0421069
IRS990ScheduleD/TotalLiabilityAmt0213098
IRS990ScheduleD/TotalRevenuePerForm990Amt01307366
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01305700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0416274
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0272376
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROGER TORY PETERSON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0INSTITUTE OF NATURAL HISTORY
IRS990ScheduleI/RecipientTable/RecipientEIN0112724904
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0311 CURTIS STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JAMESTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014701
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SALE OF PARTNER. INT.
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02014-08-22
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0592736919
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0527778
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0PARTNSHIP
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0DONATED FV
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0WEST WIND ASSOC OF SANIBEL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt03345 W GULF DRIVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0SANIBEL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd033957
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICHARD REDINGTON ANTON LEENDERS TRUSTEE EXE. DIRECT. FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT AND ADMINSITRATIVE DUTIES ARE PROVIDED TO THE FOUNDATION BY THE EMPLOYEES OF THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE FORM IS E-MAILED TO EACH MEMBER OF THE BOARD FOR REVIEW AND COMMENT. COMMENTS ARE REVIEWED BY THE FINANCE COMMITTEE AND NECESSARY CHANGES ARE MADE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, FINANCIAL STATEMENTS, AND TAX RETURNS ARE AVAILABLE UPON REQUEST IN THE ORGANIZATION'S OFFICE AT 311 CURTIS STREET, JAMESTOWN, NY 14701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJ TO 2014 K-1 ORDINARY BUS. INCOME -67,952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROGER TORY PETERSON INST NAT'L HIST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112724904
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0311 CURTIS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JAMESTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0272376
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt192484
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2929
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt321830
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DISTRIBUTIONS PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FORGIVENESS OF RECEIVABLE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2INSURANCE FOR FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3ALLOCATED COST EMPLOYEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROGER TORY PETERSON INST NAT'L HIST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ROGER TORY PETERSON INST NAT'L HIST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ROGER TORY PETERSON INST NAT'L HIST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3ROGER TORY PETERSON INST NAT'L HIST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,811,371
Liabilities
$213,562
Net assets
$1,597,809
Revenue
$1,307,366
Expenses
$421,069
Net income
$886,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.19$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.13$0.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.96$0.20$0.10$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.85$0.18$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.47$0.13$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.03$1.45$0.16$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.03$1.51$0.05$0.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.03$1.46$0.04$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.21$1.60$1.31$0.42$0.89
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.19$0.71$0.24$0.27$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.27$0.79$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.37$0.77$0.09
2011Summary only. Only limited summary data is available for this year.$1.17$0.37$0.80$0.06$0.07$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.02$0.82$0.09$0.23$0.14