Otsego 2000 INC FY2022 filing

Tax-deductible

Cooperstown, NY501(c)(3)EIN 11-2654945Revenue $430K in FY2022

On file with the IRSotsego2000.orgPo Box 1130, 13326-6130 · Cooperstown, NYTax-exempt since Mar 1984Publicly supported charity — 170(b)(1)(A)(vi)

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Otsego 2000 celebrates, protects, and enhances the environmental, agricultural, cultural, scenic, and historic significance of the greater Otsego lake region. As a 'first responder' on environmental, sustainability, and community issues that affect the region's quality of life, Otsego 2000 endeavors to ensure healthy environmental and economic futures for present and coming generations through informed advocacy, public education, innovative projects, and ideas for economic advancement.

501(c)(3) charity; gifts are tax-deductible.
77¢ 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

FY2022 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $5K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% 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 · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $117K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$430K
-9% vs prior year
Spent
$405K
To programs
77%
Net assets
$676K
By yearFY2021–FY2025
Revenue
$430K
FY2022▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2021$474K
FY2022$430K
FY2023$420K
FY2024$441K
FY2025$449K
Expenses
$405K
FY2022▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2021$417K
FY2022$405K
FY2023$448K
FY2024$461K
FY2025$457K
Net assets
$676K
FY2022▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2021$664K
FY2022$676K
FY2023$621K
FY2024$623K
FY2025$607K

From the FY2022 Form 990 (year ending March 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1984.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $312K Management & general 21% · $84K Fundraising 2% · $8K

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

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

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$62,403Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (part Year)
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (part Year)
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021
Ellen Pope$69,703$67,723$64,241$62,403$61,816

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.

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Protects and enhances the region's environment, agriculture, culture, and history through advocacy and education.

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Provided by the organization

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3 programs · $312K · in their own filed words · FY2021
01

Sustainable Economic Development

Otsego 2000 believes that the overall environmental and economic health of the otsego lake region depends heavily on a diverse, sustainable, year-round economy that emphasizes sustainable agriculture and a robust regional food system, a vibrant year-round cultural life, and significantly increasing the profile of the region as a…

$306Kprogram expense
02

Regional Heritage/Historic Preservation

Historic landscapes, villages, hamlets, and buildings are integral to the otsego lake region's identity and environment. Otsego 2000 supports and protects historic districts and historic designation of landmarks and structures, provides technical assistance to property owners on federal and state preservation tax credit programs, and…

$6Kprogram expense
03

Environmental Defense and Stewardship

Otsego 2000's work in environmental defense and stewardship embodies its role of first responder for the region whenever an environmental threat emerges. Thus, eds program priorities are generally dictated by outside factors and are reactive to the extent that, as soon as a possible threat to the region's air, water, lands or the otsego…

Pt IX · col B

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
See all 7 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$430K
Ln 12
Gifts and grantsLn 1h$324K
Fees for servicesLn 2g$76K
Investment incomeLn 3$25K
Money outPt IX
$405K
Ln 25
Programscol B$312K
Managementcol C$84K
Fundraisingcol D$8K
Owns and owesPt X
$676K
net assets · Ln 32
Cash and savingsLn 1–2$295K
Total assetsLn 16$683K
LiabilitiesLn 26$7K
PeoplePt VI, VII
20
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$324K
Government grantsLn 1e$31K
Noncash giftsLn 1g$14K
Fees for servicesLn 2g$76K
Investment incomeLn 3$25K
Other incomeLn 4–11$5K
Gains on assetsLn 7$15K
Total revenueLn 12$430K
Assets in detailPt X, end of year
CashLn 1$112K
SavingsLn 2$183K
Cash and savings togetherLn 1–2$295K
InvestmentsLn 11–13$362K
Land, buildings, equipmentLn 10c$9K
Other assetsLn 15$5K
Total assetsLn 16$683K
LiabilitiesLn 26$7K
Net assetsLn 32$676K
OperationsPt I, VI
EmployeesI 55
VolunteersI 630
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$322K$295K
InvestmentsLn 11–13$317K$362K
Land, buildings, equipmentLn 10c$11K$9K
Total assetsLn 16$666K$683K
LiabilitiesLn 26$3K$7K
Net assetsLn 32$664K$676K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Grants to domestic individualsLn 2$4K$4K
Pay of current officers, directors and key staffLn 5$72K$48K$21K$3K
Other salaries and wagesLn 7$87K$58K$26K$3K
Other employee benefitsLn 9$16K$11K$4K$1K
Payroll taxesLn 10$13K$9K$4K$389
Legal feesLn 11b$425$425
Accounting feesLn 11c$8K$5K$2K
Investment management feesLn 11f$1K$1K$411
Other fees for servicesLn 11g$20K$19K$732$77
Advertising and promotionLn 12$17K$17K
Office expensesLn 13$33K$25K$8K$304
OccupancyLn 16$15K$10K$4K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$23K$12K$11K
Depreciation, depletion and amortizationLn 22$2K$2K$746
InsuranceLn 23$2K$1K$638
Other expenses (24a–d)Ln 24$82K$82K
All other expensesLn 24e$3K$1K$1K
Total functional expensesLn 25$405K$312K$84K$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $449K$457K−$8K$607K 990 PDF
FY2024 $441K$461K−$20K$623K 990 PDF
FY2023 $420K$448K−$28K$621K 990 PDF
FY2022 Viewing $430K$405K$25K$676K 990 PDF
FY2021 $474K$417K$57K$664K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $430,109 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $293,451$324,278
I-9 Program service revenuePrior year $170,813$75,654
I-10 Investment incomePrior year $8,203$25,470
I-11 Other revenuePrior year $1,598$4,707
I-12 Total revenuePrior year $474,065$430,109
I-13 Grants and similar amounts paidPrior year $4,600$5,750
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $162,901$188,413
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $249,854$210,692
I-18 Total expensesPrior year $417,355$404,855
I-19 Revenue less expensesPrior year $56,710$25,254
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $430,109 across 10 lines filed
VIII-1e Government grants$31,225
VIII-1f All other contributions, gifts and grants$293,053
VIII-1g Noncash contributions (included above)$13,559
VIII-1h Total contributions, gifts and grants$324,278
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $75,654$75,654
VIII-3 Investment incomeExcluded from tax $10,079$10,079
VIII-7 Net gain or loss on sales of assetsExcluded from tax $15,391$15,391
VIII-8 Net income from fundraising eventsExcluded from tax $4,225$4,225
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $482$482
VIII-12 Total revenueRelated to mission $76,136 · Unrelated business $0 · Excluded from tax $29,695$430,109
Part IX · Statement of functional expenses $404,855 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $1,500$1,500
IX-2 Grants to domestic individualsPrograms $4,250$4,250
IX-5 Pay of current officers, directors and key staffPrograms $47,981 · Management $21,038 · Fundraising $3,005$72,024
IX-7 Other salaries and wagesPrograms $57,903 · Management $26,093 · Fundraising $2,995$86,991
IX-9 Other employee benefitsPrograms $10,995 · Management $3,940 · Fundraising $1,476$16,411
IX-10 Payroll taxesPrograms $8,703 · Management $3,895 · Fundraising $389$12,987
IX-11b Legal feesPrograms $425$425
IX-11c Accounting feesPrograms $5,485 · Management $2,353$7,838
IX-11f Investment management feesPrograms $1,037 · Management $411$1,448
IX-11g Other fees for servicesPrograms $19,301 · Management $732 · Fundraising $77$20,110
IX-12 Advertising and promotionPrograms $16,506$16,506
IX-13 Office expensesPrograms $24,671 · Management $7,755 · Fundraising $304$32,730
IX-16 OccupancyPrograms $10,269 · Management $4,403$14,672
IX-17 TravelPrograms $5,294$5,294
IX-19 Conferences, conventions and meetingsPrograms $12,019 · Management $10,801$22,820
IX-22 Depreciation, depletion and amortizationPrograms $1,740 · Management $746$2,486
IX-23 InsurancePrograms $1,486 · Management $638$2,124
IX-24 Other expenses (24a–d)Programs $81,500$81,500
IX-24e All other expensesPrograms $1,246 · Management $1,493$2,739
IX-25 Total functional expensesPrograms $312,311 · Management $84,298 · Fundraising $8,246$404,855
Part X · Balance sheet $682,954 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $86,349$112,433
X-2 Savings and temporary cash investmentsStart of year $235,205$182,676
X-4 Accounts receivable$733
X-8 Inventories for sale or useStart of year $3,009$2,179
X-9 Prepaid expenses and deferred chargesStart of year $7,991$8,630
X-10c Land, buildings and equipment, netStart of year $10,971$9,155
X-11 Publicly traded securitiesStart of year $317,419$361,863
X-15 Other assetsStart of year $5,285$5,285
X-16 Total assetsStart of year $666,229$682,954
X-17 Accounts payable and accrued expensesStart of year $2,596$6,867
X-26 Total liabilitiesStart of year $2,596$6,867
X-27 Net assets without donor restrictionsStart of year $552,282$507,915
X-28 Net assets with donor restrictionsStart of year $111,351$168,172
X-32 Total net assets or fund balancesStart of year $663,633$676,087
X-33 Total liabilities and net assetsStart of year $666,229$682,954
Part XI · Reconciliation of net assets $676,087 net assets at year end
XI-1 Total revenue$430,109
XI-2 Total expenses$404,855
XI-3 Revenue less expenses$25,254
XI-4 Net assets at start of year$663,633
XI-5 Net unrealized gains (losses) on investments−$12,800
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$676,087

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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