Civic Intelligence

Roger Tory Peterson Institute of Natural History Foundation

990 • Fiscal year 2021 • EIN 16-1574467

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • NTEE A • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.07x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • NTEE A • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • NTEE A • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$115,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 56.2% of source-year revenue.

2021 filings • NTEE A • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

6.4%

Faster asset growth than 41% of similar nonprofits.

2021 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

13%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,975,679

Up $118,761 (+6.4%) from 2020

Net Assets

Up

$1,962,339

Up $108,471 (+5.9%) from 2020

Liabilities

Up

$13,340

Up $10,290 (+337%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin84th percentile

Revenue

Up

$204,453

Up $24,186 (+13%) from 2020

Expenses

Down

$95,982

Down $22,425 (-19%) from 2020

Net Income

Up

$108,471

Up $46,611 (+75%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2021

Assets$1,975,679
Liabilities$13,340
Net Assets$1,962,339
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$204,453
Expenses$95,982
Net Income$108,471
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.1
Gross Receipts
$204,453
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$1,856,918$1,975,679▲ $118,761
Other Notes and Loans Receivable, Net$0--
Total Assets$1,856,918$1,975,679▲ $118,761
Liabilities
Other Liabilities$2,775$13,065▲ $10,290
Accounts Payable and Accrued Expenses$275$275→ $0
Total Liabilities$3,050$13,340▲ $10,290
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$388,821$1,203,756▲ $814,935
Net Assets With Donor Restrictions$1,465,047$758,583▼ $706,464
Total Net Assets Fund Balance$1,853,868$1,962,339▲ $108,471
Total Liabilities and Net Assets / Fund Balance$1,856,918$1,975,679▲ $118,761

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$758,583-→ $0-$758,583
2020$1,276,593-▼ $518,010-$758,583
2019$1,068,750-▲ $207,843-$1,276,593
2018$986,243$110,000▼ $21,920-$1,068,750
2017$860,255-▲ $130,883-$986,243
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Arthur PearsonCEOFT$115,000$115,000

Board Members and Trustees

NameTitle
Linda G SteckleyChair
Douglas L SchutteTrustee
Tory PetersonTrustee
Lynne H ReadingSecretary
William R Hackney IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$204,453
Other Revenue
$0
Change in Net Assets
$108,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,982
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$95,982--$95,982
Total Functional Expenses$95,982$0$0$95,982
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roger Tory PetersonJamestown, NY3Support$85,692
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$13,065
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
Filing and Contact Details

Filer

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

Signing Officer

Name
William Hackney Iii
Title
Treasurer
Phone
7166652473
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Hackney Iii
Formed
2000
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Johnson Mackowiak & Assoc Llp
Address
70 E MAIN ST, FREDONIA, NY 14063
Preparer
Denise D Veloski CPA
Phone
7166724770
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Organization's process to review form 990: 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.”

Pt VI, Line 19

“Governing documents disclosure explanation: 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 990's are also available on rtpi.org”

Pt VI, Line 3

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

Raw XML Appendix375 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/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ARTHUR PEARSON
IRS990/BooksInCareOfDetail/PhoneNum07166652473
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0311 CURTIS ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0JAMESTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014701
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt095982
IRS990/CYInvestmentIncomeAmt0204453
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0108471
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt095982
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0204453
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/DonorRestrictionNetAssetsGrp/BOYAmt01465047
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0758583
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt095982
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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/PersonNm0ARTHUR PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm1LINDA G STECKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM R HACKNEY III
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNNE H READING
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS L SCHUTTE
IRS990/Form990PartVIISectionAGrp/PersonNm5TORY PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0115000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt095982
IRS990/GrantsToDomesticOrgsGrp/TotalAmt095982
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0204453
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0204453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0204453
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01856918
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01975679
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
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/NetAssetsOrFundBalancesBOYAmt01853868
IRS990/NetAssetsOrFundBalancesEOYAmt01962339
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0388821
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01203756
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt02775
IRS990/OtherLiabilitiesGrp/EOYAmt013065
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM HACKNEY III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0188454
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0126201
IRS990/PYInvestmentIncomeAmt0285100
IRS990/PYOtherExpensesAmt04213
IRS990/PYRevenuesLessExpensesAmt0343140
IRS990/PYTotalExpensesAmt0130414
IRS990/PYTotalRevenueAmt0473554
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0108471
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
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/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0112724904
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt085692
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROGER TORY PETERSON INSTITUTE NAT'L HISTORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt085692
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0758583
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0758583
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01276593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0758583
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-518010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01068750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01276593
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0207843
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05573
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0986243
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0110000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01068750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-21920
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04895
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0860255
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0986243
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RTPI
IRS990ScheduleD/TotalLiabilityAmt013065
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt085692
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROGER TORY PETERSON
IRS990ScheduleI/RecipientTable/RecipientEIN0112724904
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0311 CURTIS ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JAMESTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014701
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: 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 990'S ARE ALSO AVAILABLE ON RTPI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT DELEGATION: MANAGEMENT AND ADMINISTRATIVE DUTIES ARE PROVIDED TO THE FOUNDATION BY THE EMPLOYEES OF THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 3
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112724904
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt085692
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0DISTRIBUTIONS TO RTPI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROGER TORY PETERSON INST OF NATURAL HISTORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01856918
IRS990/TotalAssetsEOYAmt01975679
IRS990/TotalAssetsGrp/BOYAmt01856918
IRS990/TotalAssetsGrp/EOYAmt01975679
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095982
IRS990/TotalFunctionalExpensesGrp/TotalAmt095982
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03050
IRS990/TotalLiabilitiesEOYAmt013340
IRS990/TotalLiabilitiesGrp/BOYAmt03050
IRS990/TotalLiabilitiesGrp/EOYAmt013340
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01853868
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01962339
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095982
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0204453
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204453
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01856918
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01975679
IRS990/TotReportableCompRltdOrgAmt0115000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0311 CURTIS ST
IRS990/USAddress/CityNm0JAMESTOWN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014701
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HACKNEY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07166652473
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER TORY PETERSON INSTITUTE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0161574467
ReturnHeader/Filer/PhoneNum07166652473
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 CURTIS STREET
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161185742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON MACKOWIAK & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014063
ReturnHeader/PreparerPersonGrp/PhoneNum07166724770
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE D VELOSKI CPA
ReturnHeader/ReturnTs02022-11-10T06:08:00-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HACKNEY III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,975,679
Liabilities
$13,340
Net assets
$1,962,339
Revenue
$204,453
Expenses
$95,982
Net income
$108,471
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