Civic Intelligence

Roger Tory Peterson Institute of Natural History Foundation

990 • Fiscal year 2023 • EIN 16-1574467

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

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

14th percentile

0.00x

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-79%

Higher net margin than 7% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2023 filings • NTEE A • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,604,447

Up $54,920 (+3.5%) from 2022

Net Assets

Up

$1,604,447

Up $54,920 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin7th percentile

Revenue

Down

$108,484

Down $22,792 (-17%) from 2022

Expenses

Up

$194,262

Up $4,996 (+2.6%) from 2022

Net Income

Down

-$85,778

Down $27,788 (-48%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2023

Assets$1,604,447
Liabilities$0
Net Assets$1,604,447
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$108,484
Expenses$194,262
Net Income-$85,778
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 9, 2024
Return Version
2023v5.0
Gross Receipts
$290,690
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$1,530,241$1,585,161▲ $54,920
Accounts Receivable$19,286$19,286→ $0
Total Assets$1,549,527$1,604,447▲ $54,920
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$790,944$845,864▲ $54,920
Net Assets With Donor Restrictions$758,583$758,583→ $0
Total Net Assets Fund Balance$1,549,527$1,604,447▲ $54,920
Total Liabilities and Net Assets / Fund Balance$1,549,527$1,604,447▲ $54,920

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$758,583---$758,583
2022$758,583---$758,583
2021$758,583---$758,583
2020$1,276,593-▼ $518,010-$758,583
2019$1,068,750-▲ $207,843-$1,276,593
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$108,484
Other Revenue
$0
Change in Net Assets
$-85,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,182
Other Expenses$7,080
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,182--$187,182
Fees for Service Investment Mgmnt Fees$7,080--$7,080
Total Functional Expenses$194,262$0$0$194,262
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$187,182
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
Audit committee
Yes
Backup withholding compliance
No
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

Governance Explanations

Form 990, Page 6, Part 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.”

Form 990, Page 6, Part 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.”

Form 990, Page 6, Part 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”

Filing and Contact Details

Filer

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

Signing Officer

Name
Kent Francois
Title
Treasurer
Phone
7166652473
Signed
2024-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Francois
Formed
2000
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Johnson Mackowiak & Associates Llp
Address
70 E MAIN ST, FREDONIA, NY 14063-1816
Preparer
Denise D Veloski CPA
Phone
7166724770
Supplemental Narrative

Additional Explanations

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

“INVESTMENT EXPENSES.”

Form 990, Part XI, Line 9

“Unrealized gain/ losses 0 unrealized gains/loss 0”

Raw XML Appendix344 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT DELEGATION: MANAGEMENT AND ADMINISTRATIVE DUTIES ARE PROVIDED TO THE FOUNDATION BY THE EMPLOYEES OF THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'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.
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ReturnHeader/ReturnTs02024-11-08T12:26:30-05:00
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,604,447
Liabilities
$0
Net assets
$1,604,447
Revenue
$108,484
Expenses
$194,262
Net income
-$85,778
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