SARATOGA PLAN INC

EIN: 141706013 501(c)(3) Environment

SARATOGA SPRINGS, NY

Total Revenue
$2,365,089
Total Expenses
$2,029,812
Total Assets
$5,281,683
Net Assets
$4,973,452
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
NY
Principal Officer
ROBERT DAVIES
Phone
5185875554
Tax Period
2024-01-01 to 2024-12-31

SARATOGA PLAN INC, founded in 2003, is a community nonprofit in the Environment sector that reported $2.4M in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $2.0M left a modest 14% surplus.

Mission

TO PRESERVE THE RURAL CHARACTER, NATURAL HABITATS, AND SCENIC BEAUTY OF THE SARATOGA COUNTY REGION SO THESE IRREPLACEABLE ASSETS ARE ACCESSIBLE TO ALL AND SURVIVE FOR FUTURE GENERATIONS. PLAN ACKNOWLEDGES THAT THE LANDS IT CONSERVES ARE ANCESTRAL HOMELANDS OF MOHICAN, MOHAWK AND ABENAKI PEOPLE.

Program Service Accomplishments

Program 1
Expenses: $1,258,759

CONSERVATION PROGRAM - PLAN PROVIDES COMPREHENSIVE SERVICES AND EXPERTISE TO COMMUNITIES AND INDIVIDUALS IN THE SARATOGA COUNTY REGION TO PERMANENTLY CONSERVE SIGNIFICANT TRACTS OF FARMLAND...

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CONSERVATION PROGRAM - PLAN PROVIDES COMPREHENSIVE SERVICES AND EXPERTISE TO COMMUNITIES AND INDIVIDUALS IN THE SARATOGA COUNTY REGION TO PERMANENTLY CONSERVE SIGNIFICANT TRACTS OF FARMLAND, WOODLANDS, WILDLIFE HABITATS, WATER RESOURCES, AND TRAIL LINKAGES. LANDSCAPE ANALYSIS, CONSERVATION AND COMMUNITY PLANNING, CONSULTATIONS, EDUCATIONAL PROGRAMS, GRANT WRITING, VOLUNTEER COORDINATION, LOCAL GOVERNMENT PARTNERSHIP, TECHNICAL ASSISTANCE, PROJECT MANAGEMENT, AND DIRECT AND FACILITATED LAND PROTECTION ARE ELEMENTS OF PLAN'S CONSERVATION SERVICES.FOR SOME PROJECTS, PLAN DIRECTLY ACQUIRES TITLE TO REAL PROPERTY FOR NATURE PRESERVES, TRAILS, AND WATER RESOURCE PROTECTION, OR FACILITATES AND ASSISTS THE CONVEYANCE OF PROPERTY TO ANOTHER ENTITY SUCH AS A TOWN OR ANOTHER CONSERVATION ORGANIZATION. ANOTHER STRATEGY USED TO CONSERVE LAND IS THE ACCEPTANCE OF CONSERVATION EASEMENTS WHICH RESTRICT USES AND LIMIT DEVELOPMENT ON PROPERTIES WHICH CONTINUE TO BE OWNED AND MANAGED BY OTHERS, THUS ENSURING THEIR PERMANENT PROTECTION AND PUBLIC BENEFITS. IN OTHER SCENARIOS, PLAN HELPS LANDOWNERS AND COMMUNITIES IDENTIFY AND DEVELOP PLANS FOR CONSERVATION OF THEIR NATURAL RESOURCES, FACILITATING OR SERVING AS THE AGENT TO HELP IMPLEMENT AND ACCOMPLISH THEIR MUTUAL CONSERVATION GOALS. PLAN SERVES AS AN UMBRELLA ORGANIZATION TO PROVIDE SUPPORT AND COORDINATE THE EFFORTS OF HUNDREDS OF VOLUNTEERS WORKING TO PLAN, ADVANCE AND MANAGE A MULTI-USER TRAIL SYSTEM THROUGHOUT SARATOGA COUNTY FOR RECREATION AND TRANSPORTATION. OVER 215 MILES OF TRAIL HAVE BEEN ESTABLISHED TO DATE AND PROGRESS CONTINUES TO EXPAND AND LINK THEM INTO A NETWORK.SARATOGA PLAN IS A NATIONALLY ACCREDITED LAND TRUST, MEETING THE HIGHEST STANDARDS FOR NONPROFIT MANAGEMENT AND TRANSACTION PRACTICES FOR LAND CONSERVATION AND STEWARDSHIP PROJECTS.

Program 2
Expenses: $277,052

STEWARDSHIP PROGRAM - PLAN PROVIDES LAND STEWARDSHIP FOR 7,560 ACRES OF CONSERVED LANDS WHICH ARE OWNED IN FEE TITLE, PROTECTED BY CONSERVATION EASEMENTS, OR MANAGED FOR MUNICIPALITIES. LANDS OWNED...

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STEWARDSHIP PROGRAM - PLAN PROVIDES LAND STEWARDSHIP FOR 7,560 ACRES OF CONSERVED LANDS WHICH ARE OWNED IN FEE TITLE, PROTECTED BY CONSERVATION EASEMENTS, OR MANAGED FOR MUNICIPALITIES. LANDS OWNED BY PLAN ARE MANAGED PRIMARILY FOR NATURAL RESOURCE PROTECTION, IN ACCORDANCE WITH MANAGEMENT PLANS, ALLOWING FOR COMPATIBLE PUBLIC ACCESS AT SOME SITES FOR RECREATIONAL AND EDUCATIONAL USES WHILE MAINTAINING CONSERVATION VALUES AND ECOLOGICAL FUNCTIONS. 139 VOLUNTEERS RECEIVED TRAINING AND COORDINATION IN ORDER TO ASSIST WITH MANAGEMENT OF THE 12 NATURE PRESERVES WHICH ARE OPEN FOR PUBLIC ACCESS, HIKING, CONTEMPLATION, NATURE OBSERVATION, ARTISTIC ACTIVITIES, EXPERIENTIAL EDUCATIONAL EXPLORATIONS, AND ENJOYMENT BY ALL VISITORS. TO ENSURE THAT CONSERVATION VALUES ARE UPHELD IN PERPETUITY, PLAN'S STAFF MEMBERS MONITOR AND ENFORCE THE TERMS OF 58 CONSERVATION EASEMENT AGREEMENTS ON 5,267 ACRES IN CLOSE CONSULTATION WITH THE LAND OWNERS.

Program 3
Expenses: $256,194

EDUCATION AND OUTREACH - THROUGH AN ACTIVE, MULTI-FACETED EDUCATION AND OUTREACH PROGRAM, PLAN FOSTERS AN UNDERSTANDING AND APPRECIATION FOR THE LANDSCAPE OF SARATOGA COUNTY AND ITS RELATIONSHIP TO...

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EDUCATION AND OUTREACH - THROUGH AN ACTIVE, MULTI-FACETED EDUCATION AND OUTREACH PROGRAM, PLAN FOSTERS AN UNDERSTANDING AND APPRECIATION FOR THE LANDSCAPE OF SARATOGA COUNTY AND ITS RELATIONSHIP TO THE WELL-BEING OF THE COMMUNITY. THE IMPORTANCE OF THE LANDSCAPE AND NATURAL RESOURCE PROTECTION TO PUBLIC HEALTH, QUALITY OF LIFE, ECONOMIC VITALITY, AND LIFE SUPPORT SYSTEMS ARE EMPHASIZED THROUGH WRITTEN COMMUNICATIONS, WEBSITE, SOCIAL MEDIA, FACT SHEETS, NEWSLETTERS, PRESS RELEASES, EXHIBITS, OUTINGS, AND TOURS, NUMEROUS STUDENT INTERNSHIPS, INTERPRETIVE SIGNAGE, FIELD ACTIVITIES, AND IN-PERSON PRESENTATIONS TO COMMUNITY GROUPS, FIELD TRIPS, CONFERENCES, SERVICE OPPORTUNITIES, TOURS, AND OTHER FORUMS. PLAN MAINTAINS 30 NATURE PRESERVES FOR PUBLIC BENEFIT AND NATURAL RESOURCE PROTECTION.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,170,623
Program Service Revenue $0
Investment Income $92,503
Other Revenue $101,963
TOTAL REVENUE $2,365,089

Expense Breakdown

Grants Paid $0
Salaries & Benefits $700,546
Fundraising Expenses $57,326
Program Expenses $1,792,005
Other Expenses $1,329,266
TOTAL EXPENSES $2,029,812

Year-over-Year Comparison

2024 2023 Change
Revenue $2,365,089 $3,687,989 -0.4%
Expenses $2,029,812 $3,489,781 -0.4%
Net Income $335,277 $198,208 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
Employees
13
Volunteers
139

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$124,468
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LESLIE BRENNAN BOARD MEMBER 2.00
Director
$0 $0 $0
BRENDAN DAILEY BOARD MEMBER 2.00
Director
$0 $0 $0
SETH DUNN BOARD MEMBER 2.00
Director
$0 $0 $0
WILLIAM HERMAN BOARD MEMBER 2.00
Director
$0 $0 $0
BRUCE KLION BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN LEFNER BOARD MEMBER 2.00
Director
$0 $0 $0
EMILY O'HALLORAN BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID ROECKER BOARD MEMBER 2.00
Director
$0 $0 $0
LORRAINE SKIBO BOARD MEMBER 2.00
Director
$0 $0 $0
DAWN SZUREK BOARD MEMBER 2.00
Director
$0 $0 $0
KAREN TOTINO BOARD MEMBER 2.00
Director
$0 $0 $0
JAMES TOWNE JR ESQ BOARD MEMBER 2.00
Director
$0 $0 $0
RICHARD WISSLER BOARD MEMBER 2.00
Director
$0 $0 $0
LARRY WOOLBRIGHT BOARD MEMBER 2.00
Director
$0 $0 $0
PETER OLMSTED CHAIR 5.00
Officer Director
$0 $0 $0
JESSICA SCHWARTZMAN VICE-CHAIR 5.00
Officer Director
$0 $0 $0
CHARLIE DAKE TREASURER 5.00
Officer Director
$0 $0 $0
JENNIFER KOVAL SECRETARY 5.00
Officer Director
$0 $0 $0
ROB DAVIES EXECUTIVE DIRECTOR 40.00
Officer
$120,301 $4,167 $124,468
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $2,365,089 $2,029,812 $5,281,683 $335,277
2023 $3,687,989 $3,489,781 $4,112,010 $198,208
2022 $2,336,067 $1,999,953 $3,477,702 $336,114
2021 $2,901,109 $2,058,374 $3,524,669 $842,735
2020 $2,586,271 $2,216,907 $2,414,090 $369,364
2019 $3,749,980 $3,600,821 $2,368,872 $149,159
2018 $3,786,854 $3,599,831 $1,628,546 $187,023
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