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Saratoga Institute Inc

Public charity · Grantmaker Saratoga Springs, NY EIN: 14-1664693 Website

The exempt purpose of the organization is to provide a wide variety of educational materials/experiences to the general public in the form of written materials, community forums, workshops/conferences, and/or presentations. Grants are awarded to indiviuals and/or organizations whose publications, research, or presentations will provide educational products or services to/for the general public. Grant applicants must submit written proposals to the board of directors.

Key facts about Saratoga Institute Inc

EIN
14-1664693
Latest 990 filing
Form 990, 2025
Total assets
$194,536

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$195K

-34.3% YoY

Revenue

$132K

-67.0% YoY

Net Investment Income

$5K

+93.2% YoY

Expenses

$238K

+24.0% YoY

About Saratoga Institute Inc

Based on IRS filings

Saratoga Institute Inc is a public charity focused on Community Improvement & Capacity Building, based in Saratoga Springs, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $195K in total assets. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Saratoga Springs

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K0 grants20201 grants20210 grants20220 grants20230 grants20240 grants2025

In 2021 it made 1 grant totaling $9K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$194,536$295,990$79,479
Revenue$131,948$400,160$161,926
Expenses$237,886$191,767$249,273
Net Investment Income$5,173$2,678$31

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
  2. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Saratoga Institute Inc is led by David Roberts, President on every filing since 2020; none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David Roberts

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Barbara Glaser

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Brooke McConnell

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Geoff Borneman

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Holly Schwarz-Lawton

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Maureen Sager

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jessica Nyles

    Director

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Jerry Luhn

    Treasurer

    Director → Treasuer, 2024

    Treasuer → Treasurer, 2025

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Rich Torkelson

    Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Saratoga Institute Inc

How large is Saratoga Institute Inc?

Saratoga Institute Inc reported $195K in total assets on its 2025 IRS Form 990. Its revenue that year was $132K.

What is Saratoga Institute Inc?

Saratoga Institute Inc is a public charity focused on Community Improvement & Capacity Building, based in Saratoga Springs, NY. It holds $195K in total assets as of 2025.

Where does Saratoga Institute Inc operate?

Saratoga Institute Inc has awarded grants in New York.

What is Saratoga Institute Inc's EIN?

Saratoga Institute Inc's EIN (Employer Identification Number) is 14-1664693. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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