Saratoga P L A N Inc is a 501(c)(3) organization based in Saratoga Spgs, New York, registered in 1988, with $2,365,089 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$2.4M
▼ 35.9% vs prior year
Environment median: $250K
Expenses (FY2024)
$2.0M
Net assets
$5.0M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Saratoga P L A N Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Saratoga P L A N Inc: 29 mo reserves · +14% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Saratoga P L A N Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Saratoga P L A N Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $1.4M (FY2017) to $2.4M (FY2024) across 8 reported years.
Financial snapshot
Operating margin
14.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.3M
Total liabilities
$308K
Net assets
$5.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,365,089▼35.9% | $2,029,812▼41.8% | $4,973,452▲28.2% | $5,281,683▲28.4% | 990 |
| 2023 | $3,687,989▲57.9% | $3,489,781▲74.5% | $3,880,364▲26.5% | $4,112,010▲18.2% | 990 |
| 2022 | $2,336,067▼19.5% | $1,999,953▼2.8% | $3,066,327▼8.1% | $3,477,702▼1.3% | 990 |
| 2021 | $2,901,109▲12.2% | $2,058,374▼7.2% | $3,335,540▲45.5% | $3,524,669▲46.0% | 990 |
| 2020 | $2,586,271▼31.0% | $2,216,907▼38.4% | $2,291,804▲32.6% | $2,414,090▲1.9% | 990 |
| 2019 | $3,749,980▼1.0% | $3,600,821 | $1,728,770▲24.7% | $2,368,872▲45.5% | 990 |
| 2018 | $3,786,854▲168% | $3,599,831▲175% | $1,385,870▲2.2% | $1,628,546▲1.8% | 990 |
| 2017 | $1,411,852 | $1,308,869 | $1,355,639 | $1,600,530 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
24 grants to Saratoga P L A N Inc totaling $634K, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Daffy Charitable Fund | General support of mission | 2024 | $7,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $28,050 |
| Donor Advised Charitable Giving | Environmental and animals | 2023 | $8,525 |
| Nature Conservancy | Conservation activities | 2022 | $15,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $11,800 |
| American Online Giving Foundation Inc | General support | 2022 | $11,504 |
| Donor Advised Charitable Giving | Environmental and animals | 2022 | $8,050 |
| Bny Mellon Charitable Gift Fund | To further the organization's exempt purpose | 2022 | $7,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $41,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $41,000 |
| Donor Advised Charitable Giving | Environmental and animals | 2021 | $16,650 |
| Nature Conservancy | Conservation activities | 2020 | $25,000 |
| Nature Conservancy | Conservation activities | 2020 | $25,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2020 | $16,760 |
| American Online Giving Foundation Inc | General support | 2020 | $10,971 |
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Data for Saratoga P L A N Inc (EIN 14-1706013) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.