Nonprofit · EIN 14-1664693
SARATOGA INSTITUTE INC
Tax-exempt · SARATOGA SPGS, NY 12866
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $131,948 | $237,886 | -$105,938 | $194,536 | $8,126 | $186,410 |
| December 31, 2024 | 990 | $400,160 | $191,767 | $208,393 | $295,990 | $7,838 | $288,152 |
| December 31, 2023 | 990 | $161,926 | $249,273 | -$87,347 | $79,479 | $7,933 | $71,546 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $112,120
- Program service revenue
- $14,655
- Investment income
- $5,173
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,750
- Program services (functional)
- $232,351
- Management and general (functional)
- $5,535
Balance sheet and other
- Total assets, start of year
- $295,990
- Total assets, end of year
- $194,536
- Total liabilities, end of year
- $8,126
- Net assets, end of year
- $186,410
- Publicly traded securities
- $42,725
- Net assets without donor restrictions
- $186,410
- Gross receipts
- $131,948
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1985
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEOFF BORNEMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA GLASER | DIRECTOR Trustee or director | 1 | $0 |
| JERRY LUHN | TREASURER Trustee or director, Officer | 0.25 | $0 |
| BROOKE MCCONNELL | DIRECTOR Trustee or director | 0.25 | $0 |
| JESSICA NYLES | DIRECTOR Trustee or director | 0.25 | $0 |
| DAVID ROBERTS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MAUREEN SAGER | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY SCHWARZ-LAWTON | DIRECTOR Trustee or director | 0.25 | $0 |
| RICH TORKELSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEOFF BORNEMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA GLASER | DIRECTOR Trustee or director | 1 | $0 |
| JERRY LUHN | TREASUER Trustee or director, Officer | 0.25 | $0 |
| BROOKE MCCONNELL | DIRECTOR Trustee or director | 0.25 | $0 |
| JESSICA NYLES | DIRECTOR Trustee or director | 0.25 | $0 |
| DAVID ROBERTS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MAUREEN SAGER | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY SCHWARZ-LAWTON | DIRECTOR Trustee or director | 0.25 | $0 |
| RICH TORKELSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEOFF BORNEMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA GLASER | DIRECTOR Trustee or director | 1 | $0 |
| JERRY LUHN | DIRECTOR Trustee or director | 0.25 | $0 |
| BROOKE MCCONNELL | DIRECTOR Trustee or director | 0.25 | $0 |
| JESSICA NYLES | DIRECTOR Trustee or director | 0.25 | $0 |
| DAVID ROBERTS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MAUREEN SAGER | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY SCHWARZ-LAWTON | DIRECTOR Trustee or director | 0.25 | $0 |
| RICH TORKELSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 110 SPRING ST, SARATOGA SPGS, NY 12866-3302
- Principal officer (990 for 2025)
- DAVID ROBERTS, 168 WEST RIVER RD, SCHUYLERVILLE, NY 12871
- Signed the 990
- BROOKE MCCONNELL, DIRECTOR
- Phone
- (518) 587-6433
- Website
- WWW.ACASE.ORG
- Return prepared by
- WEST & COMPANY CPAS PC
Mission
THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE A WIDE VARIETY OF EDUCATIONAL MATERIALS/EXPERIENCES TO THE GENERAL PUBLIC IN THE FORM OF WRITTEN MATERIALS, COMMUNITY FORUMS, WORKSHOPS/CONFERENCES, AND/OR PRESENTATIONS. GRANTS ARE AWARDED TO INDIVIUALS AND/OR ORGANIZATIONS WHOSE PUBLICATIONS, RESEARCH, OR PRESENTATIONS WILL PROVIDE EDUCATIONAL PRODUCTS OR SERVICES TO/FOR THE GENERAL PUBLIC. GRANT APPLICANTS MUST SUBMIT WRITTEN PROPOSALS TO THE BOARD OF DIRECTORS.
Program accomplishments
- PROVIDE GALLERY SPACE FOR ART EXHIBITION PROGRAMS TO ENABLE DEVELOPING ARTISTS TO PRESENT AND SELL ARTWORK TO THE PUBLIC WITH A PORTION OF PROCEEDS GIVEN TO THE ORGANIZATION.Expenses $23,653
- ACASE(ASSN FOR THE COOP. ADVANCEMENT OF SCIENCE & EDUCATION) TO DEVELOP NEW WAYS TO ASSESS STUDENTS' UNDERSTANDING OF SCIENTIFIC THEORIES, AND GIVES TEACHERS BETTER WAYS TO ASSESS STUDENT LEARNING.Expenses $170,948
- ACE(UPSTATE ALLIANCE FOR THE CREATIVE ECONOMY)ACE IS WORKING WITH CROSS- SECTOR, GEOGRAPHICALLY DIVERSE INDIVIDUALS, PRIVATE AND PUBLIC ORGANIZATIONS, NONPROFITS, AND COMMUNITY LEADERSHIP TO DEVELOP AND IMPLEMENT PROGRAMS THAT BENEFIT THE PEOPLE, PLACES, AND CREATIVITY OF THE GREATER CAPITAL REGION.Expenses $37,750
- PROVIDE START UP FUNDS FOR OTHER LOCAL ORGANIZATIONS AS THEY ACHIEVE NON PROFIT STATUS THEMSELVES
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 14-1664693
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S99Z)
- Assets (IRS master file)
- $194,536
- Income (IRS master file)
- $131,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $131,948 | $237,886 | $194,536 | IRS |
| 990 | December 2024 | $400,160 | $191,767 | $295,990 | IRS |
| 990 | December 2023 | $161,926 | $249,273 | $79,479 | XML |
| 990 | December 2022 | $203,586 | $122,799 | $163,430 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1664693).
Questions about SARATOGA INSTITUTE INC
- What is the EIN of SARATOGA INSTITUTE INC?
- The employer identification number (EIN) of SARATOGA INSTITUTE INC is 14-1664693.
- Is SARATOGA INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SARATOGA INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SARATOGA INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SARATOGA INSTITUTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SARATOGA INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SARATOGA INSTITUTE INC?
- The 990 for the year ended December 31, 2025 names DAVID ROBERTS.
- Who are the officers and directors of SARATOGA INSTITUTE INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SARATOGA INSTITUTE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $131,948, expenses of $237,886 and total assets of $194,536 at year end.
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- SARATOGA ECONOMIC DEVELOPMENT CORPORATION EIN 14-1605957 · last filed 990 for 2024
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- THE SARATOGA SPRINGS COLUMBIAN ASSOCIATION INC EIN 14-1674556 · last filed 990 for 2024
- 47 PHILA INC EIN 14-1809430 · last filed 990-EZ for 2024
- LOISABA COMMUNITY CONSERVATION FOUNDATION INC EIN 14-0503540 · last filed 990-PF for 2025
- CAPITAL SARATOGA REGION TOURISM ASSOCIATION INC EIN 59-3795645 · last filed 990-EZ for 2024
- SARATOGA COUNTY PROSPERITY PARTNERSHIP INC EIN 47-1244417 · last filed 990 for 2025
All nonprofits in SARATOGA SPGS · New York · Community improvement and capacity building