Civic Intelligence

Franklin D Roosevelt Hyde Park Foundation Inc.

990 • Fiscal year 2015 • EIN 46-1476916

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 21, 2016

PO Box 338Red Hook, NY 12571

(917) 825-9175

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.00x

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

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2015 filings • NTEE C • <$500k nonprofits • Source year 2015

Asset Growth

98th percentile

357%

Faster asset growth than 98% of similar nonprofits.

2015 filings • NTEE C • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

284%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • NTEE C • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$188,897

Up $147,550 (+357%) from 2014

Net Assets

$188,897

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$267,191

Up $197,641 (+284%) from 2014

Expenses

Up

$119,641

Up $69,104 (+137%) from 2014

Net Income

Up

$147,550

Up $128,537 (+676%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $23,024Liabilities 2013: $02013Assets 2014: $41,347Liabilities 2014: $02014Assets 2015: $188,897Liabilities 2015: $0Net Assets 2015: $188,8972015Assets 2016: $62,445Liabilities 2016: $0Net Assets 2016: $62,4452016Assets 2017: $39,157Liabilities 2017: $02017Assets 2018: $35,078Liabilities 2018: $02018Assets 2019: $59,288Net Assets 2019: $59,2882019Assets 2020: $68,425Liabilities 2020: $0Net Assets 2020: $68,4252020Assets 2021: $41,911Liabilities 2021: $0Net Assets 2021: $41,9112021Assets 2022: $311,270Liabilities 2022: $65,000Net Assets 2022: $246,2702022Assets 2023: $272,315Liabilities 2023: $65,000Net Assets 2023: $207,3152023Assets 2024: $264,054Liabilities 2024: $65,000Net Assets 2024: $199,0542024

Highlighted filing

2015

Assets$188,897
Liabilities$0
Net Assets$188,897

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2013: $30,850Expenses 2013: $7,825Net Income 2013: $23,0252013Revenue 2014: $69,550Expenses 2014: $50,537Net Income 2014: $19,0132014Revenue 2015: $267,191Expenses 2015: $119,641Net Income 2015: $147,5502015Revenue 2016: $141,721Expenses 2016: $268,173Net Income 2016: -$126,4522016Revenue 2017: $33,100Expenses 2017: $56,388Net Income 2017: -$23,2882017Revenue 2018: $19,927Expenses 2018: $24,006Net Income 2018: -$4,0792018Revenue 2019: $38,900Expenses 2019: $14,690Net Income 2019: $24,2102019Revenue 2020: $16,411Expenses 2020: $7,740Net Income 2020: $8,6712020Revenue 2021: $12,059Expenses 2021: $38,573Net Income 2021: -$26,5142021Revenue 2022: $226,901Expenses 2022: $22,542Net Income 2022: $204,3592022Revenue 2023: $42,565Expenses 2023: $81,520Net Income 2023: -$38,9552023Revenue 2024: $33,315Expenses 2024: $39,576Net Income 2024: -$6,2612024

Highlighted filing

2015

Revenue$267,191
Expenses$119,641
Net Income$147,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 21, 2016
Return Version
2015v2.1
Gross Receipts
$267,191
Mission and Program Overview

Mission

The roosevelt-vanderbilt conservancy's mission is to assist the park in preserving, conserving, and restoring the roosevelt-vanderbilt national historic sites in hyde park, ny (home of franklin d. Roosevelt, eleanor roosevelt, vanderbilt mansion); to improve the visitor experience at the sites; to build national understanding of and support for the historic significance of the sites; to preserve and restore historic structures and views of and from the sites; to celebrate franklin d. And eleanor roosevelt's character and legacy; and to conduct informational programs regarding the foregoing. With a target of the upcoming centennial of the national park service in 2016, the roosevelt- vanderbilt conservancy's goals are to: 1. Protect important views from the parks, working with scenic hudson and other land trusts 2. Restore views of the hudson river and other important views within the historic sites 3. Restore forests, specimen trees, and agricultural lands 4. Rehabilitate and promote t

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,906$187,973▲ $153,067
Savings and Temporary Cash Investments$6,441$924▼ $5,517
Total Assets$41,347$188,897▲ $147,550
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$115,400-
Unrestricted Net Assets$41,347$73,497▲ $32,150
Total Net Assets Fund Balance$41,347$188,897▲ $147,550
Total Liabilities and Net Assets / Fund Balance$41,347$188,897▲ $147,550
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$267,184
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$0
All Other Contributions
$267,184
Change in Net Assets
$147,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$1,976-$1,976
Insurance-$1,014-$1,014
Fees for Services Other-$327-$327
Other Expenses$116,004$177-$177
Office Expenses-$143-$143
Total Functional Expenses$116,004$3,637$0$119,641
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

We will call a board meeting to review and approve the form 990 and financial statements as a board. It will be done via conference call, and we will require that a quorum be present on the call before we call for a motion to approve the forms.

Form 990, Page 6, Part VI, Line 12C

All board members are required to sign a conflict of interest form on an annual basis.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request

Filing and Contact Details

Filer

Filer Name
Roosevelt-vanderbilt
EIN
46-1476916
Phone
9178259175
Address
PO BOX 338, RED HOOK, NY 12571

Signing Officer

Name
J Winthrop Aldrich
Title
Chair
Phone
9178259175
Signed
2016-03-21

Organization Details

Principal Officer
J Winthrop Aldrich
Formed
2013
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
D'ARCANGELO & CO LLP
Address
510 HAIGHT AVE, POUGHKEEPSIE, NY 12603
Preparer
Brenda K Santoro
Phone
8454737774
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The roosevelt-vanderbilt conservancy's mission is to assist the park in preserving, conserving, and restoring the roosevelt-vanderbilt national historic sites in hyde park, ny (home of franklin d. Roosevelt, eleanor roosevelt, vanderbilt mansion); to improve the visitor experience at the sites; to build national understanding of and support for the historic significance of the sites; to preserve and restore historic structures and views of and from the sites; to celebrate franklin d. And eleanor roosevelt's character and legacy; and to conduct informational programs regarding the foregoing. With a target of the upcoming centennial of the national park service in 2016, the roosevelt- vanderbilt conservancy's goals are to: 1. Protect important views from the parks, working with scenic hudson and other land trusts 2. Restore views of the hudson river and other important views within the historic sites 3. Restore forests, specimen trees, and agricultural lands 4. Rehabilitate and promote trails throughout the sites 5. Rehabilitate the pond at val-kill 6. Restore the roosevelt home grounds and home garden 7. Replace inadequate facilities and equipment to maintain the sites 8. Restore for visitor use facilities used for maintenance, such as the vanderbilt coach house 9. Provide materials and visitor amenities to interpret and provide educational programming for the sites and their landscapes the roosevelt- vanderbilt conservancy will accomplish these goals by: 1. Establishing a national base of support and increasing awareness of the sites and legacy 2. Engaging in strategic and collaborative partnerships 3. Promoting and/or sponsoring research, planning and implementation projects for the conservation, beautification and preservation of the sites and the hudson river valley region 4. Conducting fund-raising activities in support of identified projects

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROOSEVELT-VANDERBILT CONSERVANCY'S MISSION IS TO ASSIST THE PARK IN PRESERVING, CONSERVING, AND RESTORING THE ROOSEVELT-VANDERBILT NATIONAL HISTORIC SITES IN HYDE PARK, NY (HOME OF FRANKLIN D. ROOSEVELT, ELEANOR ROOSEVELT, VANDERBILT MANSION); TO IMPROVE THE VISITOR EXPERIENCE AT THE SITES; TO BUILD NATIONAL UNDERSTANDING OF AND SUPPORT FOR THE HISTORIC SIGNIFICANCE OF THE SITES; TO PRESERVE AND RESTORE HISTORIC STRUCTURES AND VIEWS OF AND FROM THE SITES; TO CELEBRATE FRANKLIN D. AND ELEANOR ROOSEVELT'S CHARACTER AND LEGACY; AND TO CONDUCT INFORMATIONAL PROGRAMS REGARDING THE FOREGOING. WITH A TARGET OF THE UPCOMING CENTENNIAL OF THE NATIONAL PARK SERVICE IN 2016, THE ROOSEVELT- VANDERBILT CONSERVANCY'S GOALS ARE TO: 1. PROTECT IMPORTANT VIEWS FROM THE PARKS, WORKING WITH SCENIC HUDSON AND OTHER LAND TRUSTS 2. RESTORE VIEWS OF THE HUDSON RIVER AND OTHER IMPORTANT VIEWS WITHIN THE HISTORIC SITES 3. RESTORE FORESTS, SPECIMEN TREES, AND AGRICULTURAL LANDS 4. REHABILITATE AND PROMOTE TRAILS THROUGHOUT THE SITES 5. REHABILITATE THE POND AT VAL-KILL 6. RESTORE THE ROOSEVELT HOME GROUNDS AND HOME GARDEN 7. REPLACE INADEQUATE FACILITIES AND EQUIPMENT TO MAINTAIN THE SITES 8. RESTORE FOR VISITOR USE FACILITIES USED FOR MAINTENANCE, SUCH AS THE VANDERBILT COACH HOUSE 9. PROVIDE MATERIALS AND VISITOR AMENITIES TO INTERPRET AND PROVIDE EDUCATIONAL PROGRAMMING FOR THE SITES AND THEIR LANDSCAPES THE ROOSEVELT- VANDERBILT CONSERVANCY WILL ACCOMPLISH THESE GOALS BY: 1. ESTABLISHING A NATIONAL BASE OF SUPPORT AND INCREASING AWARENESS OF THE SITES AND LEGACY 2. ENGAGING IN STRATEGIC AND COLLABORATIVE PARTNERSHIPS 3. PROMOTING AND/OR SPONSORING RESEARCH, PLANNING AND IMPLEMENTATION PROJECTS FOR THE CONSERVATION, BEAUTIFICATION AND PRESERVATION OF THE SITES AND THE HUDSON RIVER VALLEY REGION 4. CONDUCTING FUND-RAISING ACTIVITIES IN SUPPORT OF IDENTIFIED PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE WILL CALL A BOARD MEETING TO REVIEW AND APPROVE THE FORM 990 AND FINANCIAL STATEMENTS AS A BOARD. IT WILL BE DONE VIA CONFERENCE CALL, AND WE WILL REQUIRE THAT A QUORUM BE PRESENT ON THE CALL BEFORE WE CALL FOR A MOTION TO APPROVE THE FORMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03637
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116004
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041347
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188897
IRS990/TotalProgramServiceExpensesAmt0116004
IRS990/TotalRevenueGrp/ExclusionAmt07
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267191
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt041347
IRS990/UnrestrictedNetAssetsGrp/EOYAmt073497
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.ROOSEVELTCONSERVANCY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J WINTHROP ALDRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09178259175
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT-VANDERBILT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONSERVANCY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0461476916
ReturnHeader/Filer/PhoneNum09178259175
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 338
ReturnHeader/Filer/USAddress/CityNm0RED HOOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012571
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 HAIGHT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012603
ReturnHeader/PreparerPersonGrp/PhoneNum08454737774
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA K SANTORO
ReturnHeader/ReturnTs02016-03-24T07:47:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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