Civic Intelligence

Roger Tory Peterson Institute of Natural History Foundation

990 • Fiscal year 2018 • EIN 16-1574467

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 18, 2019

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

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.17x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$96,745

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 59.4% of source-year revenue.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

220%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$1,476,366

Down $58,406 (-3.8%) from 2017

Net Assets

Down

$1,448,868

Down $56,256 (-3.7%) from 2017

Liabilities

Down

$27,498

Down $2,150 (-7.3%) from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin85th percentile

Revenue

Up

$162,792

Up $111,920 (+220%) from 2017

Expenses

Down

$107,187

Down $51,712 (-33%) from 2017

Net Income

Up

$55,605

Up $163,632 (+151%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$1,476,366
Liabilities$27,498
Net Assets$1,448,868
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$162,792
Expenses$107,187
Net Income$55,605
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 18, 2019
Return Version
2018v3.1
Gross Receipts
$201,401
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$1,504,172$1,437,766▼ $66,406
Other Notes and Loans Receivable, Net$30,600$30,600→ $0
Total Assets$1,534,772$1,476,366▼ $58,406
Other Assets Total-$8,000-
Liabilities
Other Liabilities$29,373$27,223▼ $2,150
Accounts Payable and Accrued Expenses$275$275→ $0
Total Liabilities$29,648$27,498▼ $2,150
Net Assets / Fund Balance
Permanently Rstr Net Assets$749,928$867,928▲ $118,000
Unrestricted Net Assets$518,881$380,118▼ $138,763
Temporarily Rstr Net Assets$236,315$200,822▼ $35,493
Total Net Assets Fund Balance$1,505,124$1,448,868▼ $56,256
Total Liabilities and Net Assets / Fund Balance$1,534,772$1,476,366▼ $58,406

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$986,243$110,000▼ $21,920-$1,068,750
2017$860,255-▲ $130,883-$986,243
2016$794,135-▲ $71,476-$860,255
2015$329,167$473,214▼ $5,704-$794,135
2014$92,916-▲ $238,569-$329,167
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Anton LeendersPresident &PT$96,745$96,745

Board Members and Trustees

NameTitle
Michael K LyonsChair
Linda Goodridge SteckleyTrustee
Lynne ReadingTrustee
Mary BlairTrustee
Tory C PetersonTrustee
Warren C Blanchard JrTrustee
William H Hackney IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,000
Program Service Revenue
$0
Investment Income
$54,792
Other Revenue
$0
All Other Contributions
$108,000
Change in Net Assets
$55,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$155,517
Revenue Not Reported on Financial Statements
$7,275
Revenue Not Reported on Form 990
$-121,861
Total Revenue per Audited Statements
$33,656
Total Revenue per Form 990
$162,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,000
Other Expenses$40,187
Total Fundraising Expense$5,541
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,000--$67,000
Fees for Services Management-$23,696-$23,696
Fees for Service Investment Mgmnt Fees-$7,275-$7,275
Fees for Services Accounting-$3,400-$3,400
Other Expenses-$275$5,541$275
Total Functional Expenses$67,000$34,646$5,541$107,187

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$107,187
Expenses per Audited Statements$99,912
Total Expenses per Audited Statements$99,912
Expenses Not Reported on Financial Statements$7,275
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roger Tory PetersonJamestown, NY3Support$67,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rtpi$27,223
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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 990 is made available to each member of the board for review and comment prior to filing. Comments are reviewed by the executive director and 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 exempt organization returns are available upon request in the organization's office at 311 curtis street, jamestown, ny 14701. Form 990s are also available on rtpi.org.”

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
President & CEO
Phone
7166652473
Signed
2019-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael K Lyons
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, Page 1, Part I, Line 6

“Individuals serving on the board of directors during 2018.”

Form 990, Part XI, Line 9

“Transfer of 2015 contribution from rtpi to foundation which was restricted by donor as endowment, with dividend and interest available for summer youth program at rtpi.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“To generate investment return to provide annual support for the general operation of roger tory peterson institute of natural history.”

Raw XML AppendixShowing 400 of 454 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0275
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0275
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FINANCIALLY SUPPORT THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990/AllOtherContributionsAmt0108000
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ANTON LEENDERS
IRS990/BooksInCareOfDetail/PhoneNum07166652473
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0311 CURTIS STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0JAMESTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014701
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0108000
IRS990/CYGrantsAndSimilarPaidAmt067000
IRS990/CYInvestmentIncomeAmt054792
IRS990/CYOtherExpensesAmt040187
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt055605
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0107187
IRS990/CYTotalFundraisingExpenseAmt05541
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0162792
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0TO FINANCIALLY SUPPORT THE EDUCATIONAL EFFORTS OF THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt067000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03400
IRS990/FeesForServicesAccountingGrp/TotalAmt03400
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt023696
IRS990/FeesForServicesManagementGrp/TotalAmt023696
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07275
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07275
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt74168
IRS990/Form990PartVIISectionAGrp/PersonNm0WARREN C BLANCHARD JR
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM H HACKNEY III
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL K LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm3TORY C PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY BLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNNE READING
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA GOODRIDGE STECKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7ANTON LEENDERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt792577
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT &
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt013152
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt067000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt067000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt067000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt051761
IRS990/GrossReceiptsAmt0201401
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt041640
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041640
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01504172
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01437766
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038609
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FINANCIALLY SUPPORT THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01505124
IRS990/NetAssetsOrFundBalancesEOYAmt01448868
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013152
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013152
IRS990/NetUnrlzdGainsLossesInvstAmt0-121861
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt08000
IRS990/OtherChangesInNetAssetsAmt010000
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT COSTS
IRS990/OtherExpensesGrp/Desc1FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt05541
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0275
IRS990/OtherExpensesGrp/TotalAmt05541
IRS990/OtherExpensesGrp/TotalAmt1275
IRS990/OtherLiabilitiesGrp/BOYAmt029373
IRS990/OtherLiabilitiesGrp/EOYAmt027223
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt030600
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt030600
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0749928
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0867928
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL K LYONS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0117000
IRS990/PYInvestmentIncomeAmt050872
IRS990/PYOtherExpensesAmt041899
IRS990/PYRevenuesLessExpensesAmt0-108027
IRS990/PYTotalExpensesAmt0158899
IRS990/PYTotalRevenueAmt050872
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt055605
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0112724904
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt067000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROGER TORY PETERSON INSTIT NAT'L HISTORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt067000
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05573
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0986243
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0110000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01068750
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-21920
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04895
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0860255
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0986243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130883
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0794135
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0860255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071476
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0329167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0473214
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0794135
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5704
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt092916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0329167
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0238569
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07275
IRS990ScheduleD/ExpensesSubtotalAmt099912
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07275
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07275
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-121861
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RTPI
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.81210
IRS990ScheduleD/RevenueNotReportedAmt0-121861
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07275
IRS990ScheduleD/RevenueSubtotalAmt0155517
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO GENERATE INVESTMENT RETURN TO PROVIDE ANNUAL SUPPORT FOR THE GENERAL OPERATION OF ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18790
IRS990ScheduleD/TotalExpensesPerForm990Amt0107187
IRS990ScheduleD/TotalLiabilityAmt027223
IRS990ScheduleD/TotalRevenuePerForm990Amt0162792
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt033656
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt099912
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt067000
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
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS DURING 2018.
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 990 IS MADE AVAILABLE TO EACH MEMBER OF THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. COMMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND 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 EXEMPT ORGANIZATION RETURNS ARE AVAILABLE UPON REQUEST IN THE ORGANIZATION'S OFFICE AT 311 CURTIS STREET, JAMESTOWN, NY 14701. FORM 990S ARE ALSO AVAILABLE ON RTPI.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF 2015 CONTRIBUTION FROM RTPI TO FOUNDATION WHICH WAS RESTRICTED BY DONOR AS ENDOWMENT, WITH DIVIDEND AND INTEREST AVAILABLE FOR SUMMER YOUTH PROGRAM AT RTPI.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
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/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt067000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt19216
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt223696
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt335062
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt410000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0DISTRIBUTIONS TO RTPI
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PAYMENT OF EXP BY RTPI
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ALLOCATED COST EMPLOYEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3REIMB OF EXP PAID BY RTPI
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4TRANSFER RESTRICTED CONTR
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/OtherOrganizationName/BusinessNameLine1Txt4ROGER TORY PETERSON INST NAT'L HIST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0236315
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0200822
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01534772
IRS990/TotalAssetsEOYAmt01476366
IRS990/TotalAssetsGrp/BOYAmt01534772
IRS990/TotalAssetsGrp/EOYAmt01476366
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0108000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05541
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107187
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029648
IRS990/TotalLiabilitiesEOYAmt027498
IRS990/TotalLiabilitiesGrp/BOYAmt029648
IRS990/TotalLiabilitiesGrp/EOYAmt027498
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01505124
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01448868
IRS990/TotalOtherCompensationAmt04168
IRS990/TotalProgramServiceExpensesAmt067000
IRS990/TotalRevenueGrp/ExclusionAmt054792
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162792
IRS990/TotalVolunteersCnt07

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,476,366
Liabilities
$27,498
Net assets
$1,448,868
Revenue
$162,792
Expenses
$107,187
Net income
$55,605
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