The Eagle Hill Institute FY2023 filing

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To contribute to the development of a scholarly facility at Eagle Hill, steuben, maine through advanced and specialized in-person and online natural history science training seminars, publishing nine scholarly science journals and one policy journal, and sponsoring chamber music concerts, public lectures, and other community programs.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$62K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $54K a year · 9% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$62K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$87K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$677K
+42% vs prior year
Spent
$640K
To programs
91%
Net assets
$2.1M
By yearFY2020–FY2024
Revenue
$677K
FY2023▲ +42%
Tap a bar for its year
Revenue by fiscal year
FY2020$409K
FY2021$671K
FY2022$478K
FY2023$677K
FY2024$732K
Expenses
$640K
FY2023▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$450K
FY2021$472K
FY2022$536K
FY2023$640K
FY2024$598K
Net assets
$2.1M
FY2023▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.1M
FY2023$2.1M
FY2024$2.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $580K Management & general 8% · $53K Fundraising 1% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $62K paid to officers and key staff.

Part VII, Section A · reportable compensation
$62,400Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Joerg-Henner Lotze’s $62K as President / is at the 46th percentile of top reported officer pay among 312 $100K–1M science & technology nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Joerg-Henner Lotze$62,400$62,400$62,400$63,600$55,600

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Eagle Hill Institute executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II2 listed

Programs and updates

Offers science training, publishes journals, and sponsors arts and community programs.

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3 programs · $548K · in their own filed words · FY2023
01

Advanced and specialized in-person and online natural history science training seminars for university professors, students, and biologists from federal & state governments and non-profit organizations.

$318Kprogram expense
02

Published nine scholarly journals and one policy journal.

$131Kprogram expense
03

Held the annual northeastern natural history conference, the largest broad spectrum conference of its kind for northeastern north america.

$100Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$677K
Ln 12
Fees for servicesLn 2g$708K
Gifts and grantsLn 1h$46K
Investment incomeLn 3$33K
Money outPt IX
$640K
Ln 25
Programscol B$580K
Managementcol C$53K
Fundraisingcol D$7K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$99K
Total assetsLn 16$2.2M
LiabilitiesLn 26$87K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$46K
Fees for servicesLn 2g$708K
Investment incomeLn 3$33K
Gains on assetsLn 7−$115K
Total revenueLn 12$677K
Assets in detailPt X, end of year
CashLn 1$54K
SavingsLn 2$45K
Cash and savings togetherLn 1–2$99K
Land, buildings, equipmentLn 10c$1.1M
InvestmentsLn 11–13$1.0M
Total assetsLn 16$2.2M
LiabilitiesLn 26$87K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 57
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$40K$99K
InvestmentsLn 11–13$1.0M$1.0M
Land, buildings, equipmentLn 10c$1.1M$1.1M
Total assetsLn 16$2.2M$2.2M
LiabilitiesLn 26$87K$87K
Net assetsLn 32$2.1M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$64K$41K$16K$6K
Other salaries and wagesLn 7$122K$121K$1K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$17K$15K$2K$564
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$121K$120K$233$86
Office expensesLn 13$18K$15K$4K
Information technologyLn 14$8K$8K
OccupancyLn 16$91K$82K$9K
TravelLn 17$7K$7K
Conferences, conventions and meetingsLn 19$68K$68K
InterestLn 20$189$170$19
Depreciation, depletion and amortizationLn 22$50K$45K$5K
Other expenses (24a–d)Ln 24$52K$52K
All other expensesLn 24e$9K$3K$6K
Total functional expensesLn 25$640K$580K$53K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Oct 31, 2025 $732K$598K$134K$2.3M 990 PDF
FY2023 ViewingFiled with the IRS Nov 14, 2024 $677K$640K$37K$2.1M 990 PDF
FY2022Filed with the IRS Nov 13, 2023 $478K$536K−$58K$2.1M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $671K$472K$199K$2.1M 990 PDF
FY2020Filed with the IRS Sep 1, 2021 $409K$450K−$41K$1.9M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $676,890 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $18,211$45,992
I-9 Program service revenuePrior year $413,727$708,082
I-10 Investment incomePrior year $38,793−$82,091
I-11 Other revenuePrior year $7,026$4,907
I-12 Total revenuePrior year $477,757$676,890
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $176,083$205,410
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $359,497$434,795
I-18 Total expensesPrior year $535,580$640,205
I-19 Revenue less expensesPrior year −$57,823$36,685
Part VI · Governance 3 of 5 board members independent, 5 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $676,890 across 7 lines filed
VIII-1f All other contributions, gifts and grants$45,992
VIII-1h Total contributions, gifts and grants$45,992
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $708,082$708,082
VIII-3 Investment incomeExcluded from tax $33,251$33,251
VIII-6 Net rental income or lossExcluded from tax $4,907$4,907
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$115,342−$115,342
VIII-12 Total revenueRelated to mission $708,082 · Excluded from tax −$77,184$676,890
Part IX · Statement of functional expenses $640,205 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $41,122 · Management $16,162 · Fundraising $6,365$63,649
IX-7 Other salaries and wagesPrograms $120,543 · Management $1,075$121,618
IX-8 Pension plan contributionsPrograms $1,297$1,297
IX-9 Other employee benefitsPrograms $2,215$2,215
IX-10 Payroll taxesPrograms $14,532 · Management $1,535 · Fundraising $564$16,631
IX-11c Accounting feesManagement $2,993$2,993
IX-11f Investment management feesManagement $7,877$7,877
IX-11g Other fees for servicesPrograms $120,302 · Management $233 · Fundraising $86$120,621
IX-13 Office expensesPrograms $14,655 · Management $3,664$18,319
IX-14 Information technologyPrograms $7,776$7,776
IX-16 OccupancyPrograms $82,110 · Management $9,123$91,233
IX-17 TravelPrograms $6,655$6,655
IX-19 Conferences, conventions and meetingsPrograms $67,740$67,740
IX-20 InterestPrograms $170 · Management $19$189
IX-22 Depreciation, depletion and amortizationPrograms $44,719 · Management $4,969$49,688
IX-24 Other expenses (24a–d)Programs $52,389$52,389
IX-24e All other expensesPrograms $3,478 · Management $5,837$9,315
IX-25 Total functional expensesPrograms $579,703 · Management $53,487 · Fundraising $7,015$640,205
Part X · Balance sheet $2,214,340 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $26,100$54,440
X-2 Savings and temporary cash investmentsStart of year $14,304$44,846
X-10c Land, buildings and equipment, netStart of year $1,091,731$1,075,725
X-11 Publicly traded securitiesStart of year $1,019,308$1,039,329
X-16 Total assetsStart of year $2,151,443$2,214,340
X-22 Loans from officers and insidersStart of year $80,482$80,482
X-25 Other liabilitiesStart of year $6,020$6,705
X-26 Total liabilitiesStart of year $86,502$87,187
X-31 Retained earnings or endowmentStart of year $2,064,941$2,127,153
X-32 Total net assets or fund balancesStart of year $2,064,941$2,127,153
X-33 Total liabilities and net assetsStart of year $2,151,443$2,214,340
Part XI · Reconciliation of net assets $2,127,153 net assets at year end
XI-1 Total revenue$676,890
XI-2 Total expenses$640,205
XI-3 Revenue less expenses$36,685
XI-4 Net assets at start of year$2,064,941
XI-8 Prior period adjustments$25,527
XI-10 Net assets at end of year$2,127,153

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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