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Nonprofit · EIN 14-1706013

SARATOGA P L A N INC

Tax-exempt · SARATOGA SPRINGS, NY 12866

Financials

$3.7M$3.5M2023$2.4M$2M2024$3.2M$2.3M2025
Revenue Expenses · by fiscal year end
Financials of SARATOGA P L A N INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,199,014$2,284,802$914,212$6,712,202$295,758$6,416,444
December 31, 2024990$2,365,089$2,029,812$335,277$5,281,683$308,231$4,973,452
December 31, 2023990$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.

NameTitleHours / weekCompensationOther / benefits
ROB DAVIESEXECUTIVE DIRECTOR
Officer
40$124,906$3,867
LESLIE BRENNANBOARD MEMBER
Trustee or director
2$0$0
BRENDAN DAILEYBOARD MEMBER
Trustee or director
2$0$0
WILLIAM HERMANBOARD MEMBER
Trustee or director
2$0$0
BRUCE KLIONBOARD MEMBER
Trustee or director
2$0$0
JOHN LEFNERBOARD MEMBER
Trustee or director
2$0$0
DAVID ROECKERBOARD MEMBER
Trustee or director
2$0$0
LORRAINE SKIBOBOARD MEMBER
Trustee or director
2$0$0
DAWN SZUREKBOARD MEMBER
Trustee or director
2$0$0
KAREN TOTINOBOARD MEMBER
Trustee or director
2$0$0
JAMES TOWNE JR ESQBOARD MEMBER
Trustee or director
2$0$0
LARRY WOOLBRIGHTBOARD MEMBER
Trustee or director
2$0$0
PETER OLMSTEDBOARD MEMBER
Trustee or director
2$0$0
ADAM HOSTETTERBOARD MEMBER
Trustee or director
2$0$0
JENNIFER ALLENBOARD MEMBER
Trustee or director
2$0$0
6 more people on this return
NameTitleHours / weekCompensation
BETHANY KHANBOARD MEMBER
Trustee or director
2$0
PETER MARTINBOARD MEMBER
Trustee or director
2$0
SETH DUNNTREASURER (INTERIM)
Trustee or director, Officer
5$0
EMILY O'HALLORANSECRETARY
Trustee or director, Officer
5$0
JESSICA SCHWARTZMANCHAIR
Trustee or director, Officer
5$0
JENNIFER KOVALVICE-CHAIR
Trustee or director, Officer
5$0
990 for the year ended December 31, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
ROB DAVIESEXECUTIVE DIRECTOR
Officer
40$120,301$4,167
LESLIE BRENNANBOARD MEMBER
Trustee or director
2$0$0
BRENDAN DAILEYBOARD MEMBER
Trustee or director
2$0$0
SETH DUNNBOARD MEMBER
Trustee or director
2$0$0
WILLIAM HERMANBOARD MEMBER
Trustee or director
2$0$0
BRUCE KLIONBOARD MEMBER
Trustee or director
2$0$0
JOHN LEFNERBOARD MEMBER
Trustee or director
2$0$0
EMILY O'HALLORANBOARD MEMBER
Trustee or director
2$0$0
DAVID ROECKERBOARD MEMBER
Trustee or director
2$0$0
LORRAINE SKIBOBOARD MEMBER
Trustee or director
2$0$0
DAWN SZUREKBOARD MEMBER
Trustee or director
2$0$0
KAREN TOTINOBOARD MEMBER
Trustee or director
2$0$0
JAMES TOWNE JR ESQBOARD MEMBER
Trustee or director
2$0$0
RICHARD WISSLERBOARD MEMBER
Trustee or director
2$0$0
LARRY WOOLBRIGHTBOARD MEMBER
Trustee or director
2$0$0
PETER OLMSTEDCHAIR
Trustee or director, Officer
5$0$0
JESSICA SCHWARTZMANVICE-CHAIR
Trustee or director, Officer
5$0$0
CHARLIE DAKETREASURER
Trustee or director, Officer
5$0$0
JENNIFER KOVALSECRETARY
Trustee or director, Officer
5$0$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
ROB DAVIESEXECUTIVE DIRECTOR
Officer
40$116,258$4,070
BRENDAN DAILEYBOARD MEMBER
Trustee or director
2$0$0
SETH DUNNBOARD MEMBER
Trustee or director
2$0$0
FIL L FINA IIIBOARD MEMBER
Trustee or director
2$0$0
JENNIFER KOVALBOARD MEMBER
Trustee or director
2$0$0
DAVID ROECKERBOARD MEMBER
Trustee or director
2$0$0
JIM SEVINSKYBOARD MEMBER
Trustee or director
2$0$0
LORRAINE SKIBOBOARD MEMBER
Trustee or director
2$0$0
DAWN SZUREKBOARD MEMBER
Trustee or director
2$0$0
KAREN TOTINOBOARD MEMBER
Trustee or director
2$0$0
JAMES TOWNE JR ESQBOARD MEMBER
Trustee or director
2$0$0
RICHARD WISSLERBOARD MEMBER
Trustee or director
2$0$0
PETER OLMSTEDCHAIR
Trustee or director, Officer
5$0$0
JESSICA SCHWARTZMANVICE-CHAIR
Trustee or director, Officer
5$0$0
JANE MASTAITISTREASURER, OUTGOING
Trustee or director, Officer
5$0$0
ALISON CROCKERSECRETARY
Trustee or director, Officer
5$0$0
CHARLIE DAKETREASURER, 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
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.

990 for the year ended December 31, 2025

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 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

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,199,014$2,284,802$6,712,202XML
990December 2024$2,365,089$2,029,812$5,281,683XML
990December 2023$3,687,989$3,489,781$4,112,010XML
990December 2022$2,336,067$1,999,953$3,477,702IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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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