Caterpillar Lab INC FY2021 filing

Tax-deductible

Marlborough, NH501(c)(3)EducationEIN 47-3436568Revenue $239K in FY2021

On file with the IRSthecaterpillarlab.org369 Old Chesham Rd, 03455-3109 · Marlborough, NHTax-exempt since Feb 2016Publicly supported charity — 170(b)(1)(A)(vi)

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To foster greater appreciation and care for the complexity and beauty of our local natural history through live Caterpillar educational programs, research initiatives, photography, and film.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$50K 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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FY2021 · 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
3 of 5
filings with a surplus
Average surplus $14K a year · 5% 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
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$50K
to officers and key staff · 29% of spending
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $102K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$239K
Spent
$173K
To programs
82%
Net assets
$188K
By yearFY2021–FY2025
Revenue
$239K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$239K
FY2022$272K
FY2023$222K
FY2024$370K
FY2025$307K
Expenses
$173K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$173K
FY2022$252K
FY2023$272K
FY2024$296K
FY2025$347K
Net assets
$188K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$188K
FY2022$209K
FY2023$159K
FY2024$232K
FY2025$193K

From the FY2021 Form 990 (year ending March 2021) · see the original

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You’re viewing the FY2021 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 Feb 2016.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $141K Management & general 12% · $21K Fundraising 6% · $10K

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

10 people listed on the 990; $50K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$50,000Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Samuel Jaffe’s $56K as Executive Director is at the 47th percentile of top reported officer pay among 1613 $100K–1M education 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

NameFY2025FY2024FY2023FY2022FY2021
Samuel Jaffe$55,650$56,650$52,173$51,000$50,000

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Teaches about local nature's beauty and complexity through caterpillar programs, research, and media.

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Provided by the organization

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3 programs · $141K · in their own filed words · FY2020
01

Educational Programs

12 public events, 1/2-6 day residencies, reaching 8k people of diverse background and age range, both urban and rural populations. Live caterpillar and live video presentations displaying over 200 native SPECIES.AVAILABLE one on one conversations with staff and close encounters with caterpillars. Hands on experience.

$94Kprogram expense
02

Free open hours at the caterpillar lab in marlborough, NH, where all caterpillars are cared for: 100 days and 2k visitors. Visitors learn from staff as they care for stock, learn about research projects and video and photography projects. Hands on experience using microscopes and computers for individual exploration.

$35Kprogram expense
03

Consulting Revenue

Exhibit development at museums, provide specimens to universities, provide content for natural history filming. Filming lasted 7 days to help film for a major natural history documentary on caterpillars.

$12Kprogram 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 4 funders$102K
See all 4 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$239K
Ln 12
Gifts and grantsLn 1h$182K
Other incomeLn 4–11$32K
Fees for servicesLn 2g$24K
Money outPt IX
$173K
Ln 25
Programscol B$141K
Managementcol C$21K
Fundraisingcol D$10K
Owns and owesPt X
$188K
net assets · Ln 32
Cash and savingsLn 1–2$151K
Total assetsLn 16$188K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$182K
Government grantsLn 1e$5K
Noncash giftsLn 1g$20K
Fees for servicesLn 2g$24K
Investment incomeLn 3$2K
Other incomeLn 4–11$32K
Total revenueLn 12$239K
Assets in detailPt X, end of year
CashLn 1$151K
Cash and savings togetherLn 1–2$151K
InvestmentsLn 11–13$37K
Other assetsLn 15$0
Total assetsLn 16$188K
LiabilitiesLn 26$0
Net assetsLn 32$188K
OperationsPt I, VI
EmployeesI 55
VolunteersI 611
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$104K$151K
InvestmentsLn 11–13$37K
Total assetsLn 16$111K$188K
LiabilitiesLn 26$3K$0
Net assetsLn 32$108K$188K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$54K$47K$3K$4K
Other salaries and wagesLn 7$56K$49K$3K$5K
Other employee benefitsLn 9$8K$7K$402$644
Payroll taxesLn 10$10K$8K$477$762
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$7K$7K
Information technologyLn 14$3K$3K
OccupancyLn 16$18K$14K$4K
TravelLn 17$400$400
InsuranceLn 23$3K$2K$518
Other expenses (24a–d)Ln 24$11K$11K$352
Total functional expensesLn 25$173K$141K$21K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $307K$347K−$40K$193K 990 PDF
FY2024 $370K$296K$73K$232K 990 PDF
FY2023 $222K$272K−$50K$159K 990 PDF
FY2022 $272K$252K$20K$209K 990 PDF
FY2021 Viewing $239K$173K$67K$188K 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 FY2021 990 (6 parts)
Part I · Summary $239,114 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $128,678$181,768
I-9 Program service revenuePrior year $109,783$23,500
I-10 Investment incomePrior year $0$1,568
I-11 Other revenuePrior year $15,460$32,278
I-12 Total revenuePrior year $253,921$239,114
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 $180,220$128,196
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $60,841$44,396
I-18 Total expensesPrior year $241,061$172,592
I-19 Revenue less expensesPrior year $12,860$66,522
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $239,114 across 8 lines filed
Lines not itemized here account for $30,314 of total revenue; see the IRS return.
VIII-1e Government grants$5,000
VIII-1f All other contributions, gifts and grants$176,768
VIII-1g Noncash contributions (included above)$20,176
VIII-1h Total contributions, gifts and grants$181,768
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $23,500$23,500
VIII-3 Investment incomeExcluded from tax $1,568$1,568
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,964$1,964
VIII-12 Total revenueRelated to mission $53,814 · Unrelated business $0 · Excluded from tax $3,532$239,114
Part IX · Statement of functional expenses $172,592 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $47,155 · Management $2,710 · Fundraising $4,336$54,201
IX-7 Other salaries and wagesPrograms $49,085 · Management $2,821 · Fundraising $4,514$56,420
IX-9 Other employee benefitsPrograms $6,999 · Management $402 · Fundraising $644$8,045
IX-10 Payroll taxesPrograms $8,291 · Management $477 · Fundraising $762$9,530
IX-11c Accounting feesManagement $1,950$1,950
IX-12 Advertising and promotionManagement $1,237$1,237
IX-13 Office expensesManagement $7,014$7,014
IX-14 Information technologyPrograms $2,548$2,548
IX-16 OccupancyPrograms $13,829 · Management $3,707$17,536
IX-17 TravelPrograms $400$400
IX-23 InsurancePrograms $2,074 · Management $518$2,592
IX-24 Other expenses (24a–d)Programs $10,767 · Management $352$11,119
IX-25 Total functional expensesPrograms $141,148 · Management $21,188 · Fundraising $10,256$172,592
Part X · Balance sheet $188,394 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $103,935$151,456
X-11 Publicly traded securities$36,938
X-15 Other assetsStart of year $1,000$0
X-16 Total assetsStart of year $110,564$188,394
X-25 Other liabilitiesStart of year $2,886$0
X-26 Total liabilitiesStart of year $2,886$0
X-27 Net assets without donor restrictionsStart of year $107,678$188,394
X-32 Total net assets or fund balancesStart of year $107,678$188,394
X-33 Total liabilities and net assetsStart of year $110,564$188,394
Part XI · Reconciliation of net assets $188,394 net assets at year end
XI-1 Total revenue$239,114
XI-2 Total expenses$172,592
XI-3 Revenue less expenses$66,522
XI-4 Net assets at start of year$107,678
XI-8 Prior period adjustments$14,194
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$188,394

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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