New York · Nonprofit
SARATOGA PLAN INC
SARATOGA PLAN INC (New York) receives grants from 41 organizations whose IRS filings report $2,973,795 to it, the largest being THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC ($560,000). 28 of them have funded it in more than one year.
- Revenue FY2024
- $2.4M
- Funders on record
- 41
- Grants received
- $3.0M
- Net assets
- $5.0M
What Saratoga Plan Inc does
Mission
To preserve the rural character, natural habitats, and scenic beauty of the saratoga county region so these irreplaceable assets are accessible to all and survive for future generations. Plan acknowledges that the lands it conserves are ancestral homelands of mohican, mohawk and abenaki people.
As stated on its FY2024 Form 990.
Programs
Conservation program - plan provides comprehensive services and expertise to communities and individuals in the saratoga county region to permanently conserve significant tracts of farmland, woodlands, wildlife habitats, water resources, and trail linkages. Landscape analysis, conservation and community planning, consultations, educational programs, grant writing, volunteer coordination, local government partnership, technical assistance, project management, and direct and facilitated land protection are elements of plan's conservation services.for some projects, plan directly acquires title to real property for nature preserves, trails, and water resource protection, or facilitates and assists the conveyance of property to another entity such as a town or another conservation organization. Another strategy used to conserve land is the acceptance of conservation easements which restrict uses and limit development on properties which continue to be owned and managed by others, thus ensuring their permanent protection and public benefits. In other scenarios, plan helps landowners and communities identify and develop plans for conservation of their natural resources, facilitating or…
$1,385,867 spent70% of program spendingStewardship program - plan provides land stewardship for 9,873 acres of conserved lands which are owned in fee title, protected by conservation easements, or managed for municipalities. Lands owned by plan are managed primarily for natural resource protection, in accordance with management plans, allowing for compatible public access at some sites for recreational and educational uses while maintaining conservation values and ecological functions. 105 volunteers received training and coordination in order to assist with management of the 12 nature preserves which are open for public access, hiking, contemplation, nature observation, artistic activities, experiential educational explorations, and enjoyment by all visitors. To ensure that conservation values are upheld in perpetuity, plan's staff members monitor and enforce the terms of 62 conservation easement agreements on 5,835 acres in close consultation with the land owners.
$323,583 spent16% of program spendingEducation and outreach - through an active, multi-faceted education and outreach program, plan fosters an understanding and appreciation for the landscape of saratoga county and its relationship to the well-being of the community. The importance of the landscape and natural resource protection to public health, quality of life, economic vitality, and life support systems are emphasized through written communications, website, social media, fact sheets, newsletters, press releases, exhibits, outings, and tours, numerous student internships, interpretive signage, field activities, and in-person presentations to community groups, field trips, conferences, service opportunities, tours, and other forums. Plan maintains 30 nature preserves for public benefit and natural resource protection.
$262,068 spent13% of program spending
The 3 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $1,971,518.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $4.1M to $5.3M (+28%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 43% · 2018 53% · 2019 55% · 2020 58% · 2021 46% · 2022 40% · 2023 53% · 2024 40%. Grants only. Government contracts and fees sit inside program revenue.
92% of SARATOGA PLAN INC’s revenue is contributions — more donation-reliant than the typical peer (88% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Rob Davies
Executive director
Board chair
Jessica Schwartzman
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 10 funders to 22 funders, grant income rose $156k → $359k.
11 of 41 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 30% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of SARATOGA PLAN INC’s funders (the co-funder graph). Top 30 of 41 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
SARATOGA PLAN INC has a broad base — no single funder exceeds 19% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
43% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SARATOGA PLAN INC.
Largest funder’s share by year: 2017 48% · 2018 42% · 2019 29% · 2020 72% · 2021 18% · 2022 59% · 2023 31% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
55% of SARATOGA PLAN INC's funders are still giving 3 years after their first grant; 68% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
77% of SARATOGA PLAN INC's grant income comes from New York funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $880k arriving through sponsors registered in 9 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
SARATOGA PLAN INC runs a healthier operating margin than half of the 2,186 environment nonprofits its size.
this organization peer median middle 50% of peers· 2,186 environment nonprofits $1M–$10M, FY2024
Organizations like SARATOGA PLAN INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In New York
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
88% of spending goes to programs.
Governance
Public support
88%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for SARATOGA PLAN INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds SARATOGA PLAN INC?
- SARATOGA PLAN INC (New York) receives grants from 41 organizations whose IRS filings report $2,973,795 to it, the largest being THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC ($560,000). 28 of them have funded it in more than one year.
- How many funders does SARATOGA PLAN INC have?
- IRS filings report 41 organizations giving $2,973,795 in grants to SARATOGA PLAN INC, 28 of which have funded it in more than one year.
- Who is the largest funder of SARATOGA PLAN INC?
- THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC is the largest funder on record, with $560,000 in grants. The full list of funders is on this page.
- How can an organization like SARATOGA PLAN INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Saratoga Plan →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 41 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing