Nonprofit · EIN 14-1706013
SARATOGA P L A N INC
Tax-exempt · SARATOGA SPRINGS, NY 12866
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,199,014 | $2,284,802 | $914,212 | $6,712,202 | $295,758 | $6,416,444 |
| December 31, 2024 | 990 | $2,365,089 | $2,029,812 | $335,277 | $5,281,683 | $308,231 | $4,973,452 |
| December 31, 2023 | 990 | $3,687,989 | $3,489,781 | $198,208 | $4,112,010 | $231,646 | $3,880,364 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,026,124
- of which government grants
- $452,178
- Program service revenue
- $0
- Investment income
- $158,922
- Net gain from sales of assets
- $59,454
- Net income from fundraising events
- $13,848
- Other revenue
- $13,968
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $128,773
- Other salaries and wages
- $524,732
- Salaries, compensation and benefits (total)
- $794,138
- Professional fundraising fees
- $0
- Legal fees
- $23,487
- Accounting fees
- $68,669
- Occupancy
- $43,780
- Travel
- $23,203
- Depreciation
- $6,771
- Program services (functional)
- $1,971,518
- Management and general (functional)
- $233,262
- Fundraising (functional)
- $80,022
Balance sheet and other
- Total assets, start of year
- $5,281,683
- Total assets, end of year
- $6,712,202
- Total liabilities, end of year
- $295,758
- Net assets, end of year
- $6,416,444
- Land, buildings and equipment
- $10,732
- Publicly traded securities
- $4,476,261
- Net assets without donor restrictions
- $4,022,803
- Net assets with donor restrictions
- $2,393,641
- Gross receipts
- $3,552,101
- Employees
- 15
- Volunteers
- 105
- Year formed
- 2003
- 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 | Other / benefits |
|---|---|---|---|---|
| ROB DAVIES | EXECUTIVE DIRECTOR Officer | 40 | $124,906 | $3,867 |
| LESLIE BRENNAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRENDAN DAILEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WILLIAM HERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRUCE KLION | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN LEFNER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID ROECKER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LORRAINE SKIBO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAWN SZUREK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN TOTINO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES TOWNE JR ESQ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LARRY WOOLBRIGHT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PETER OLMSTED | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ADAM HOSTETTER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JENNIFER ALLEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETHANY KHAN | BOARD MEMBER Trustee or director | 2 | $0 |
| PETER MARTIN | BOARD MEMBER Trustee or director | 2 | $0 |
| SETH DUNN | TREASURER (INTERIM) Trustee or director, Officer | 5 | $0 |
| EMILY O'HALLORAN | SECRETARY Trustee or director, Officer | 5 | $0 |
| JESSICA SCHWARTZMAN | CHAIR Trustee or director, Officer | 5 | $0 |
| JENNIFER KOVAL | VICE-CHAIR Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROB DAVIES | EXECUTIVE DIRECTOR Officer | 40 | $120,301 | $4,167 |
| LESLIE BRENNAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRENDAN DAILEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SETH DUNN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WILLIAM HERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRUCE KLION | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN LEFNER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EMILY O'HALLORAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID ROECKER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LORRAINE SKIBO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAWN SZUREK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN TOTINO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES TOWNE JR ESQ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICHARD WISSLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LARRY WOOLBRIGHT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PETER OLMSTED | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JESSICA SCHWARTZMAN | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHARLIE DAKE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JENNIFER KOVAL | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROB DAVIES | EXECUTIVE DIRECTOR Officer | 40 | $116,258 | $4,070 |
| BRENDAN DAILEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SETH DUNN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| FIL L FINA III | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JENNIFER KOVAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVID ROECKER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JIM SEVINSKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LORRAINE SKIBO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAWN SZUREK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN TOTINO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES TOWNE JR ESQ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICHARD WISSLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PETER OLMSTED | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JESSICA SCHWARTZMAN | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JANE MASTAITIS | TREASURER, OUTGOING Trustee or director, Officer | 5 | $0 | $0 |
| ALISON CROCKER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CHARLIE DAKE | TREASURER, INCOMING Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 112 SPRING STREET, SARATOGA SPRINGS, NY 12866-3350
- Principal officer (990 for 2025)
- JAMIE BROWN, 112 SPRING STREET, SARATOGA SPRINGS, NY 12866
- Signed the 990
- JAMIE BROWN, EXECUTIVE DIRECTOR
- Phone
- (518) 587-5554
- Website
- WWW.SARATOGAPLAN.ORG
- Return prepared by
- MENGEL METZGER BARR & CO LLP
Mission
SARATOGA PLAN STEWARDS AND PROTECTS FARMS, FORESTS, AND WATERS OF THE SARATOGA REGION AND THE SOUTHERN ADIRONDACK FOOTHILLS - NOW AND FOREVER.
Program accomplishments
- 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.Expenses $1,385,867
- STEWARDSHIP PROGRAM - PLAN PROVIDES LAND STEWARDSHIP FOR 9,873 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. 105 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 62 CONSERVATION EASEMENT AGREEMENTS ON 5,835 ACRES IN CLOSE CONSULTATION WITH THE LAND OWNERS.Expenses $323,583
- 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.Expenses $262,068
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
- 14-1706013
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $6,712,202
- Income (IRS master file)
- $3,552,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,199,014 | $2,284,802 | $6,712,202 | XML |
| 990 | December 2024 | $2,365,089 | $2,029,812 | $5,281,683 | XML |
| 990 | December 2023 | $3,687,989 | $3,489,781 | $4,112,010 | XML |
| 990 | December 2022 | $2,336,067 | $1,999,953 | $3,477,702 | 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 14-1706013).
Questions about SARATOGA P L A N INC
- What is the EIN of SARATOGA P L A N INC?
- The employer identification number (EIN) of SARATOGA P L A N INC is 14-1706013.
- Is SARATOGA P L A N INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SARATOGA P L A N INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SARATOGA P L A N 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 P L A N 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 P L A N 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 P L A N INC?
- The 990 for the year ended December 31, 2025 names JAMIE BROWN.
- Who are the officers and directors of SARATOGA P L A N INC?
- The 990 for the year ended December 31, 2025 lists 21 people; 1 received compensation from the organization, the highest $124,906 (ROB DAVIES, EXECUTIVE DIRECTOR).
- How much revenue does SARATOGA P L A N INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,199,014, expenses of $2,284,802 and total assets of $6,712,202 at year end.
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