Civic Intelligence

Cary Institute of Ecosystem Studies Inc

EIN 22-3232968 • 501(c)3 • Millbrook, NY

View Organization Page

Profile

The cary institute of ecosystem studies generates rigorous scientific knowledge about ecological systems and their importance to human well-being.

Box AbMillbrook, NY 12545

www.caryinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.04x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.21x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$474,988

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

47th percentile

5.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

226%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$155,867,052

Up $7,531,590 (+5.1%) from 2024

Liabilities

Up

$6,652,209

Up $1,293,760 (+24%) from 2024

Net Assets

Up

$149,214,843

Up $6,237,830 (+4.4%) from 2024

Operations
Liabilities / Revenue31st percentileNet Margin89th percentile

Revenue

Up

$30,981,844

Up $21,471,805 (+226%) from 2024

Expenses

Up

$18,220,907

Up $2,087,379 (+13%) from 2024

Net Income

Up

$12,760,937

Up $19,384,426 (+293%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2011: $113,656,923Liabilities 2011: $1,900,535Net Assets 2011: $111,756,3882011Assets 2012: $105,943,516Liabilities 2012: $1,674,308Net Assets 2012: $104,269,2082012Assets 2013: $113,560,684Liabilities 2013: $1,857,003Net Assets 2013: $111,703,6812013Assets 2014: $125,526,226Liabilities 2014: $1,784,117Net Assets 2014: $123,742,1092014Assets 2015: $124,544,236Liabilities 2015: $1,474,397Net Assets 2015: $123,069,8392015Assets 2016: $123,590,165Liabilities 2016: $1,487,276Net Assets 2016: $122,102,8892016Assets 2017: $133,680,834Liabilities 2017: $1,604,315Net Assets 2017: $132,076,5192017Assets 2018: $139,100,964Liabilities 2018: $1,750,951Net Assets 2018: $137,350,0132018Assets 2019: $140,540,365Liabilities 2019: $1,765,701Net Assets 2019: $138,774,6642019Assets 2020: $140,518,327Liabilities 2020: $1,564,387Net Assets 2020: $138,953,9402020Assets 2021: $171,604,941Liabilities 2021: $3,409,055Net Assets 2021: $168,195,8862021Assets 2022: $143,232,353Liabilities 2022: $2,390,627Net Assets 2022: $140,841,7262022Assets 2023: $141,751,267Liabilities 2023: $2,095,865Net Assets 2023: $139,655,4022023Assets 2024: $148,335,462Liabilities 2024: $5,358,449Net Assets 2024: $142,977,0132024Assets 2025: $155,867,052Liabilities 2025: $6,652,209Net Assets 2025: $149,214,8432025

Highlighted filing

2025

Assets$155,867,052
Liabilities$6,652,209
Net Assets$149,214,843
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2011: $10,851,2132011Expenses 2012: $10,858,8822012Expenses 2013: $10,763,5282013Revenue 2014: $11,863,931Expenses 2014: $10,467,409Net Income 2014: $1,396,5222014Revenue 2015: $15,591,484Expenses 2015: $11,046,021Net Income 2015: $4,545,4632015Revenue 2016: $13,368,863Expenses 2016: $11,050,076Net Income 2016: $2,318,7872016Revenue 2017: $8,257,747Expenses 2017: $13,031,409Net Income 2017: -$4,773,6622017Revenue 2018: $13,227,039Expenses 2018: $14,191,504Net Income 2018: -$964,4652018Revenue 2019: $11,343,430Expenses 2019: $15,046,421Net Income 2019: -$3,702,9912019Revenue 2020: $15,738,420Expenses 2020: $15,161,586Net Income 2020: $576,8342020Revenue 2021: $15,688,779Expenses 2021: $13,976,432Net Income 2021: $1,712,3472021Revenue 2022: $10,369,057Expenses 2022: $13,189,706Net Income 2022: -$2,820,6492022Revenue 2023: $7,403,819Expenses 2023: $14,320,234Net Income 2023: -$6,916,4152023Revenue 2024: $9,510,039Expenses 2024: $16,133,528Net Income 2024: -$6,623,4892024Revenue 2025: $30,981,844Expenses 2025: $18,220,907Net Income 2025: $12,760,9372025

Highlighted filing

2025

Revenue$30,981,844
Expenses$18,220,907
Net Income$12,760,937
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,867,052
Liabilities
$6,652,209
Net assets
$149,214,843
Revenue
$30,981,844
Expenses
$18,220,907
Net income
$12,760,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$156$6.65$149$31.0$18.2$12.8
2024Detailed filing. Detailed filing data is available for this year.$148$5.36$143$9.51$16.1$6.62
2023Detailed filing. Detailed filing data is available for this year.$142$2.10$140$7.40$14.3$6.92
2022Detailed filing. Detailed filing data is available for this year.$143$2.39$141$10.4$13.2$2.82
2021Detailed filing. Detailed filing data is available for this year.$172$3.41$168$15.7$14.0$1.71
2020Detailed filing. Detailed filing data is available for this year.$141$1.56$139$15.7$15.2$0.58
2019Detailed filing. Detailed filing data is available for this year.$141$1.77$139$11.3$15.0$3.70
2018Detailed filing. Detailed filing data is available for this year.$139$1.75$137$13.2$14.2$0.96
2017Detailed filing. Detailed filing data is available for this year.$134$1.60$132$8.26$13.0$4.77
2016Detailed filing. Detailed filing data is available for this year.$124$1.49$122$13.4$11.1$2.32
2015Detailed filing. Detailed filing data is available for this year.$125$1.47$123$15.6$11.0$4.55
2014Detailed filing. Detailed filing data is available for this year.$126$1.78$124$11.9$10.5$1.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$1.86$112$10.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$1.67$104$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$1.90$112$10.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.5
Gross Receipts
$45,401,801
Mission and Program Overview

Mission

The cary institute of ecosystem studies generates rigorous scientific knowledge about ecological systems and their importance to human well-being.

Ecological research & education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$86,409,507$78,458,853▼ $7,950,654
Investments in Publicly Traded Securities$41,481,592$50,980,319▲ $9,498,727
Land, Buildings, and Equipment, Net$18,338,076$17,953,591▼ $384,485
Savings and Temporary Cash Investments$449,651$7,133,337▲ $6,683,686
Pledges and Grants Receivable$1,325,245$1,147,222▼ $178,023
Prepaid Expenses and Deferred Charges$275,616$137,378▼ $138,238
Accounts Receivable$55,775$56,352▲ $577
Total Assets$148,335,462$155,867,052▲ $7,531,590
Liabilities
Deferred Revenue$3,667,131$4,797,714▲ $1,130,583
Accounts Payable and Accrued Expenses$1,065,647$1,282,229▲ $216,582
Other Liabilities$625,403$572,266▼ $53,137
Unsecured Notes Loans Payable$268--
Total Liabilities$5,358,449$6,652,209▲ $1,293,760
Net Assets / Fund Balance
Net Assets With Donor Restrictions$97,189,912$101,751,154▲ $4,561,242
Net Assets Without Donor Restrictions$45,787,101$47,463,689▲ $1,676,588
Total Net Assets Fund Balance$142,977,013$149,214,843▲ $6,237,830
Total Liabilities and Net Assets / Fund Balance$148,335,462$155,867,052▲ $7,531,590

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,524,761$13,791,925$27,316,686
Equipment$391,940$3,306,275$3,698,215
Land$3,671,378-$3,671,378
Leasehold Improvements$64,893$1,021,879$1,086,772
Other Land Buildings$300,619$660,466$961,085
Other Securities$78,458,853--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$115,340,826-▲ $12,742,897$5,960,358$122,123,365
2023$110,623,066-▲ $10,707,471$5,989,711$115,340,826
2022$110,735,688-▲ $5,966,166$6,078,788$110,623,066
2021$143,012,965-▼ $22,755,044$9,522,233$110,735,688
2020$115,697,049-▲ $34,524,800$7,208,884$143,012,965
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua R GinsbergPresidentFT$401,805$73,183$474,988
Holly a TalbotSr. Director of Admin/comptrollerFT$216,130$51,350$267,480
Richard S OstfeldDistinguished Senior ScientistFT$200,162$58,423$258,585
Steward Ta PickettDistinguished Senior ScientistFT$210,372$43,824$254,196
Kathleen C WeathersSenior ScientistFT$185,092$42,419$227,511
Chris SolomonSenior ScientistFT$154,468$59,466$213,934
Alan BerkowitzHead of EducationFT$159,344$39,681$199,025

Board Members and Trustees

NameTitle
Scott J UlmChair
Soohyung KimCo-vice Chair
Elizabeth M HewittVice Chair
Allan ShopeBoard of Trustees
Beth ComstockBoard of Trustees
Christopher J MckenzieBoard of Trustees
Eric S EwingBoard of Trustees
Erich D Jarvis PhdBoard of Trustees
Everette Joseph PhdBoard of Trustees
Farran Tozer BrownBoard of Trustees
Frances BeineckeBoard of Trustees
Hugo CassirerBoard of Trustees
Indy Burke PhdBoard of Trustees
J Barclay CollinsBoard of Trustees
Jed HartBoard of Trustees
John M Drake PhdBoard of Trustees
Lawrence KellyBoard of Trustees
Linda GreerBoard of Trustees
Muriel PostonBoard of Trustees
Nichola Tucker GrayBoard of Trustees
Ruben KraiemBoard of Trustees
Simon RooseveltBoard of Trustees
Elizabeth R HilpmanBoard of Trustees (until 11/24)
Emily Bernhardt PhdBoard of Trustees (until 11/24)
Robbianne Mackin MfrSecretary
Kim M WielandTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hall CapitalInvestment ConsultingONE MARITIME PLAZA, San Francisco, CA 94111$375,802
Revenue and Support

Revenue Composition

Contributions and Grants
$9,856,437
Program Service Revenue
$234,860
Investment Income
$20,799,768
Other Revenue
$90,779
All Other Contributions
$4,331,181
Change in Net Assets
$12,760,937

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,014,805
Revenue Not Reported on Financial Statements
$967,039
Revenue Not Reported on Form 990
$-6,373,107
Other Revenue Adjustments
$-57,288
Total Revenue per Audited Statements
$23,641,698
Total Revenue per Form 990
$30,981,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,798,363
Other Expenses$8,304,197
Total Fundraising Expense$683,151
Grants and Similar Amounts Paid$118,347
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,534,732$909,287$408,367$6,852,386
Depreciation Depletion$1,197,304$48,467$19,540$1,265,311
Fees for Services Other$888,711$213,052$20,209$1,121,972
Other Employee Benefits$817,100$198,906$65,831$1,081,837
Fees for Service Investment Mgmnt Fees-$1,024,327-$1,024,327
Current Officers, Directors, Trustees, and Key Employees$40,109$580,501$57,453$678,063
Pension Plan Contributions$495,747$105,931$38,798$640,476
Payroll Taxes$405,607$106,499$33,495$545,601
Office Expenses$403,376$105,718$15,394$524,488
Travel$401,750$7,137$4,022$412,909
Insurance-$359,766-$359,766
Occupancy$166,773$6,093$2,457$175,323
Grants to Domestic Individuals$118,347--$118,347
Other Expenses$101,864$741$3,686$106,291
Conferences and Meetings$68,086$3,385$9,017$80,488
Fees for Services Accounting-$75,256-$75,256
Fees for Services Legal$15,060--$15,060
Total Functional Expenses$13,756,986$3,780,770$683,151$18,220,907

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,220,907
Total Expenses per Audited Statements$17,403,868
Expenses per Audited Statements$17,196,580
Expenses Not Reported on Financial Statements$1,024,327
Expenses Not Reported on Form 990$207,288
International Activity

International Summary

Offices
0
Employees
0
Spending
$41,316,951

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$27,468,276
Europe (including Iceland & Greenland)Investments-00$13,848,675
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,550
Fundraising Direct Expenses$57,288
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Lunch$96,156$57,068$23,252$33,816
Spring Lunch$67,744$51,482$2,984$48,498
Total Events$163,900$108,550$57,288$51,262
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Benefits$572,266
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The new york botanical garden has the ability to appoint up to three trustees to the board.”

Form 990, Part VI, Section B, Line 11B

“The audit committee meets with the professional services firm to review the form 990 and upon recommendation of that committee, the draft form 990 is then submitted to the board of trustees for review prior to it being filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“For trustees and officers, all disclosures are reviewed by the audit committee chair and if there are any actual or potential conflicts they are brought to the attention of the audit committee and the full board for discussion and, if required, approval. The basis of the approval or rejection shall be documented in the records of the corporation, including the minutes of the meeting. For employees with budgetary authority, the compliance officer reviews and if there are potential conflicts the compliance officer works with the president to put a plan in place to manage or avoid the conflict and if applicable the funding agency would be notified.”

Form 990, Part VI, Section B, Line 15

“The president's compensation is set by the board with input from one or more recruiting firms and publicly available information from other organizations. Each year the board chair reviews the compensation of the president and presents the proposed compensation to the full board for approval. The process described here was last completed in 2024.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cary Institute of Ecosystem Studies Inc
EIN
22-3232968
Phone
8456775343
Address
BOX AB, MILLBROOK, NY 12545

Signing Officer

Name
Dr Joshua R Ginsberg
Title
President
Phone
8456775343
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Joshua R Ginsberg
Formed
1993
Legal Domicile
Ny
Voting Board Members
24
Independent Board Members
24
Employees
121
Volunteers
42

Preparer

Firm
Cliftonlarsonallen Llp
Address
4 BATTERYMARCH PARK SUITE 100, QUINCY, MA 02169
Preparer
Danielle Nihill
Phone
7819821001
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The income from the endowment funds has a variety of purposes to help defray the costs of scientific research and education programs, including conservation, maintenance, and preservation of the grounds.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Internal transfers 150,000.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses netted with revenue on the 990 -57,288.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted with revenue on the 990 57,288. Internal transfers 150,000.”

Raw XML AppendixShowing 400 of 909 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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IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF TRUSTEES
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF TRUSTEES
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IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF TRUSTEES
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IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD OF TRUSTEES
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IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD OF TRUSTEES
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IRS990/MissionDesc0THE CARY INSTITUTE OF ECOSYSTEM STUDIES GENERATES RIGOROUS SCIENTIFIC KNOWLEDGE ABOUT ECOLOGICAL SYSTEMS AND THEIR IMPORTANCE TO HUMAN WELL-BEING.
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