Otsego 2000 INC FY2023 filing

Tax-deductible

Cooperstown, NY501(c)(3)EIN 11-2654945

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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.
75¢ of each $1 spent went to programs.
$64K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
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
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$64K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 6.9 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
$228
0.04% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$420K
-2% vs prior year
Spent
$448K
To programs
75%
Net assets
$621K
By yearFY2021–FY2025
Revenue
$420K
FY2023▼ -2%
Revenue by fiscal year
FY2021$474K
FY2022$430K
FY2023$420K
FY2024$441K
FY2025$449K
Expenses
$448K
FY2023▲ +11%
Expenses by fiscal year
FY2021$417K
FY2022$405K
FY2023$448K
FY2024$461K
FY2025$457K
Net assets
$621K
FY2023▼ -8%
Net assets by fiscal year
FY2021$664K
FY2022$676K
FY2023$621K
FY2024$623K
FY2025$607K

From the FY2023 Form 990 (year ending March 2023) · see the original

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You’re viewing the FY2023 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

75 cents of each dollar spent went to programs.

Program services 75% · $334K Management & general 23% · $104K Fundraising 2% · $9K

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; $64K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$64,241Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$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.

Provided by the organization

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3 programs · $334K · in their own filed words · FY2022
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…

$322Kprogram 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.

$12Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$420K
Ln 12
Gifts and grantsLn 1h$311K
Fees for servicesLn 2g$72K
Investment incomeLn 3$25K
Money outPt IX
$448K
Ln 25
Programscol B$334K
Managementcol C$104K
Fundraisingcol D$9K
Owns and owesPt X
$621K
net assets · Ln 32
Cash and savingsLn 1–2$258K
Total assetsLn 16$621K
LiabilitiesLn 26$228
PeoplePt VI, VII
20
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$311K
Government grantsLn 1e$67K
Noncash giftsLn 1g$15K
Fees for servicesLn 2g$72K
Investment incomeLn 3$25K
Other incomeLn 4–11$11K
Gains on assetsLn 7$13K
Total revenueLn 12$420K
Assets in detailPt X, end of year
CashLn 1$75K
SavingsLn 2$183K
Cash and savings togetherLn 1–2$258K
InvestmentsLn 11–13$343K
Land, buildings, equipmentLn 10c$11K
Other assetsLn 15$5K
Total assetsLn 16$621K
LiabilitiesLn 26$228
Net assetsLn 32$621K
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 FY23End FY23
Cash and savingsLn 1–2$295K$258K
InvestmentsLn 11–13$362K$343K
Land, buildings, equipmentLn 10c$9K$11K
Total assetsLn 16$683K$621K
LiabilitiesLn 26$7K$228
Net assetsLn 32$676K$621K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$78K$52K$23K$3K
Other salaries and wagesLn 7$122K$81K$37K$4K
Other employee benefitsLn 9$12K$8K$3K$1K
Payroll taxesLn 10$16K$11K$5K$472
Accounting feesLn 11c$8K$6K$3K
Investment management feesLn 11f$2K$1K$519
Other fees for servicesLn 11g$23K$22K$829$87
Advertising and promotionLn 12$34K$34K
Office expensesLn 13$29K$20K$9K$156
OccupancyLn 16$14K$9K$4K
TravelLn 17$8K$8K
Conferences, conventions and meetingsLn 19$35K$18K$17K
Depreciation, depletion and amortizationLn 22$3K$2K$851
InsuranceLn 23$2K$2K$728
Other expenses (24a–d)Ln 24$58K$58K$296
All other expensesLn 24e$3K$2K$1K
Total functional expensesLn 25$448K$334K$104K$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $449K$457K−$8K$607K 990 PDF
FY2024 $441K$461K−$20K$623K 990 PDF
FY2023 Viewing $420K$448K−$28K$621K 990 PDF
FY2022 $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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $420,098 across 10 lines filed
VIII-1e Government grants$67,000
VIII-1f All other contributions, gifts and grants$243,878
VIII-1g Noncash contributions (included above)$15,444
VIII-1h Total contributions, gifts and grants$310,878
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $72,470$72,470
VIII-3 Investment incomeExcluded from tax $12,373$12,373
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,053$13,053
VIII-8 Net income from fundraising eventsExcluded from tax $11,299$11,299
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $25$25
VIII-12 Total revenueRelated to mission $72,495 · Unrelated business $0 · Excluded from tax $36,725$420,098
Part IX · Statement of functional expenses $447,858 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $52,194 · Management $22,882 · Fundraising $3,272$78,348
IX-7 Other salaries and wagesPrograms $81,027 · Management $36,513 · Fundraising $4,192$121,732
IX-9 Other employee benefitsPrograms $8,306 · Management $2,976 · Fundraising $1,115$12,397
IX-10 Payroll taxesPrograms $10,554 · Management $4,723 · Fundraising $472$15,749
IX-11c Accounting feesPrograms $5,873 · Management $2,519$8,392
IX-11f Investment management feesPrograms $1,311 · Management $519$1,830
IX-11g Other fees for servicesPrograms $22,308 · Management $829 · Fundraising $87$23,224
IX-12 Advertising and promotionPrograms $33,705$33,705
IX-13 Office expensesPrograms $20,350 · Management $8,932 · Fundraising $156$29,438
IX-16 OccupancyPrograms $9,493 · Management $4,070$13,563
IX-17 TravelPrograms $8,140$8,140
IX-19 Conferences, conventions and meetingsPrograms $18,280 · Management $17,170$35,450
IX-22 Depreciation, depletion and amortizationPrograms $1,986 · Management $851$2,837
IX-23 InsurancePrograms $1,696 · Management $728$2,424
IX-24 Other expenses (24a–d)Programs $57,621 · Management $296$57,917
IX-24e All other expensesPrograms $1,609 · Management $1,103$2,712
IX-25 Total functional expensesPrograms $334,453 · Management $104,111 · Fundraising $9,294$447,858
Part X · Balance sheet $621,215 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $112,433$74,798
X-2 Savings and temporary cash investmentsStart of year $182,676$183,172
X-8 Inventories for sale or useStart of year $2,179$3,083
X-9 Prepaid expenses and deferred chargesStart of year $8,630$1,075
X-10c Land, buildings and equipment, netStart of year $9,155$10,705
X-11 Publicly traded securitiesStart of year $361,863$343,097
X-15 Other assetsStart of year $5,285$5,285
X-16 Total assetsStart of year $682,954$621,215
X-17 Accounts payable and accrued expensesStart of year $6,867$228
X-26 Total liabilitiesStart of year $6,867$228
X-27 Net assets without donor restrictionsStart of year $507,915$534,295
X-28 Net assets with donor restrictionsStart of year $168,172$86,692
X-32 Total net assets or fund balancesStart of year $676,087$620,987
X-33 Total liabilities and net assetsStart of year $682,954$621,215
Part XI · Reconciliation of net assets $620,987 net assets at year end
XI-1 Total revenue$420,098
XI-2 Total expenses$447,858
XI-3 Revenue less expenses−$27,760
XI-4 Net assets at start of year$676,087
XI-5 Net unrealized gains (losses) on investments−$27,340
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$620,987

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

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