Otsego 2000 INC FY2024 filing

Tax-deductible

Cooperstown, NY501(c)(3)EIN 11-2654945Revenue $441K in FY2024

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.
74¢ of each $1 spent went to programs.
$68K 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

FY2024 · 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
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$68K
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
6 mo
of spending, in cash
Looks good: 6.2 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
$234
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
$441K
+5% vs prior year
Spent
$461K
To programs
74%
Net assets
$623K
By yearFY2021–FY2025
Revenue
$441K
FY2024▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2021$474K
FY2022$430K
FY2023$420K
FY2024$441K
FY2025$449K
Expenses
$461K
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2021$417K
FY2022$405K
FY2023$448K
FY2024$461K
FY2025$457K
Net assets
$623K
FY2024+0.4%
Tap a bar for its year
Net assets by fiscal year
FY2021$664K
FY2022$676K
FY2023$621K
FY2024$623K
FY2025$607K

From the FY2024 Form 990 (year ending March 2024) · see the original

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You’re viewing the FY2024 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

74 cents of each dollar spent went to programs.

Program services 74% · $340K Management & general 25% · $113K 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

22 people listed on the 990; $68K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$67,723Pt 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
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.

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Provided by the organization

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3 programs · $340K · in their own filed words · FY2023
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…

$326Kprogram 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.

$14Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$441K
Ln 12
Gifts and grantsLn 1h$327K
Fees for servicesLn 2g$77K
Investment incomeLn 3$21K
Money outPt IX
$461K
Ln 25
Programscol B$340K
Managementcol C$113K
Fundraisingcol D$8K
Owns and owesPt X
$623K
net assets · Ln 32
Cash and savingsLn 1–2$238K
Total assetsLn 16$623K
LiabilitiesLn 26$234
PeoplePt VI, VII
22
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$327K
Government grantsLn 1e$57K
Noncash giftsLn 1g$9K
Fees for servicesLn 2g$77K
Investment incomeLn 3$21K
Other incomeLn 4–11$17K
Gains on assetsLn 7$6K
Total revenueLn 12$441K
Assets in detailPt X, end of year
CashLn 1$56K
SavingsLn 2$182K
Cash and savings togetherLn 1–2$238K
InvestmentsLn 11–13$367K
Land, buildings, equipmentLn 10c$9K
Other assetsLn 15$5K
Total assetsLn 16$623K
LiabilitiesLn 26$234
Net assetsLn 32$623K
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 FY24End FY24
Cash and savingsLn 1–2$258K$238K
InvestmentsLn 11–13$343K$367K
Land, buildings, equipmentLn 10c$11K$9K
Total assetsLn 16$621K$623K
LiabilitiesLn 26$228$234
Net assetsLn 32$621K$623K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$78K$52K$24K$3K
Other salaries and wagesLn 7$119K$79K$36K$4K
Other employee benefitsLn 9$12K$8K$4K$414
Payroll taxesLn 10$16K$10K$5K$535
Accounting feesLn 11c$8K$6K$3K
Investment management feesLn 11f$2K$1K$492
Other fees for servicesLn 11g$33K$33K$788$83
Advertising and promotionLn 12$21K$21K
Office expensesLn 13$42K$31K$10K$180
OccupancyLn 16$11K$11K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$41K$18K$23K
Depreciation, depletion and amortizationLn 22$3K$2K$870
InsuranceLn 23$2K$2K$728
Other expenses (24a–d)Ln 24$64K$59K$6K
All other expensesLn 24e$2K$1K$1K
Total functional expensesLn 25$461K$340K$113K$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $449K$457K−$8K$607K 990 PDF
FY2024 Viewing $441K$461K−$20K$623K 990 PDF
FY2023 $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 FY2024 990 (6 parts)
Part I · Summary $440,855 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $310,878$326,685
I-9 Program service revenuePrior year $72,470$76,646
I-10 Investment incomePrior year $25,426$20,702
I-11 Other revenuePrior year $11,324$16,822
I-12 Total revenuePrior year $420,098$440,855
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $228,226$225,037
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $219,632$235,902
I-18 Total expensesPrior year $447,858$460,939
I-19 Revenue less expensesPrior year −$27,760−$20,084
Part VI · Governance 19 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
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 $440,855 across 10 lines filed
VIII-1e Government grants$57,460
VIII-1f All other contributions, gifts and grants$269,225
VIII-1g Noncash contributions (included above)$8,832
VIII-1h Total contributions, gifts and grants$326,685
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $76,646$76,646
VIII-3 Investment incomeExcluded from tax $14,464$14,464
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,238$6,238
VIII-8 Net income from fundraising eventsExcluded from tax $16,802$16,802
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $20$20
VIII-12 Total revenueRelated to mission $76,666 · Unrelated business $0 · Excluded from tax $37,504$440,855
Part IX · Statement of functional expenses $460,939 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $52,216 · Management $23,529 · Fundraising $2,703$78,448
IX-7 Other salaries and wagesPrograms $79,239 · Management $35,707 · Fundraising $4,099$119,045
IX-9 Other employee benefitsPrograms $7,994 · Management $3,602 · Fundraising $414$12,010
IX-10 Payroll taxesPrograms $10,340 · Management $4,659 · Fundraising $535$15,534
IX-11c Accounting feesPrograms $5,914 · Management $2,534$8,448
IX-11f Investment management feesPrograms $1,244 · Management $492$1,736
IX-11g Other fees for servicesPrograms $32,608 · Management $788 · Fundraising $83$33,479
IX-12 Advertising and promotionPrograms $20,951$20,951
IX-13 Office expensesPrograms $30,993 · Management $10,438 · Fundraising $180$41,611
IX-16 OccupancyPrograms $11,490$11,490
IX-17 TravelPrograms $4,761$4,761
IX-19 Conferences, conventions and meetingsPrograms $18,131 · Management $23,044$41,175
IX-22 Depreciation, depletion and amortizationPrograms $2,032 · Management $870$2,902
IX-23 InsurancePrograms $1,697 · Management $728$2,425
IX-24 Other expenses (24a–d)Programs $58,935 · Management $5,552$64,487
IX-24e All other expensesPrograms $1,176 · Management $1,261$2,437
IX-25 Total functional expensesPrograms $339,721 · Management $113,204 · Fundraising $8,014$460,939
Part X · Balance sheet $623,410 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $74,798$55,768
X-2 Savings and temporary cash investmentsStart of year $183,172$182,311
X-8 Inventories for sale or useStart of year $3,083$3,083
X-9 Prepaid expenses and deferred chargesStart of year $1,075$1,075
X-10c Land, buildings and equipment, netStart of year $10,705$9,082
X-11 Publicly traded securitiesStart of year $343,097$366,677
X-15 Other assetsStart of year $5,285$5,414
X-16 Total assetsStart of year $621,215$623,410
X-17 Accounts payable and accrued expensesStart of year $228$234
X-26 Total liabilitiesStart of year $228$234
X-27 Net assets without donor restrictionsStart of year $534,295$558,616
X-28 Net assets with donor restrictionsStart of year $86,692$64,560
X-32 Total net assets or fund balancesStart of year $620,987$623,176
X-33 Total liabilities and net assetsStart of year $621,215$623,410
Part XI · Reconciliation of net assets $623,176 net assets at year end
XI-1 Total revenue$440,855
XI-2 Total expenses$460,939
XI-3 Revenue less expenses−$20,084
XI-4 Net assets at start of year$620,987
XI-5 Net unrealized gains (losses) on investments$22,273
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$623,176

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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