SCENIC HUDSON LAND TRUST INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCENIC HUDSON LAND TRUST INC (EIN 23-7148333)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-10
- IRS object ID
- 201603159349301475
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T10:09:41-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237148333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCENIC HUDSON LAND TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCEN | BusinessNameControlTxt |
| Phone | 8454734440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA NO 200 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CPA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8454734440 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT R LYONS CPA | PreparerPersonNm |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN ROSENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA NO 200 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,680,245 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCENICHUDSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SCENIC HUDSON IS DEDICATED TO PROTECTING AND RESTORING THE HUDSON RIVER, ITS RIVERFRONT AND THE MAJESTIC VISTAS AND WORKING LANDSCAPES BEYOND AS AN IRREPLACEABLE NATIONAL TREASURE FOR AMERICA AND A VITAL RESOURCE FOR RESIDENTS AND VISITORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 415 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,451,771 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,342,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,214,657 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,563,419 | CYInvestmentIncomeAmt |
| PY Other Revenue | $142,872 | PYOtherRevenueAmt |
| CY Other Revenue | $138,352 | CYOtherRevenueAmt |
| PY Total Revenue | $14,809,300 | PYTotalRevenueAmt |
| CY Total Revenue | $11,044,326 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $237,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,280 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $135,213 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $140,176 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,680 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,563,257 | PYOtherExpensesAmt |
| CY Other Expenses | $13,444,789 | CYOtherExpensesAmt |
| PY Total Expenses | $8,935,970 | PYTotalExpensesAmt |
| CY Total Expenses | $13,595,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,873,330 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,550,919 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $243,823,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,355,217 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,919,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,067,108 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $240,903,637 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $230,288,109 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SCENIC HUDSON IS DEDICATED TO PROTECTING AND RESTORING THE HUDSON RIVER, ITS RIVERFRONT, ITS VALLEYS AND THE MAJESTIC VISTAS AND WORKING LANDSCAPES BEYOND AS AN IRREPLACEABLE NATIONAL TREASURE FOR AMERICA AND A VITAL RESOURCE FOR RESIDENTS AND VISITORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,735,907 | ExpenseAmt |
| Grant | $10,280 | GrantAmt |
| Desc | THE SCENIC HUDSON LAND TRUST, INC. PROTECTS LAND THAT IS OF ECOLOGICAL, SCENIC, HISTORIC, AGRICULTURAL OR RECREATIONAL SIGNIFICANCE. SERVICES INCLUDE CREATING PUBLIC ACCESS TO THE LAND, PROMOTING APPROPRIATE COMPATIBLE USE OF LAND, AND EDUCATING THE PUBLIC ABOUT THE LAND'S SIGNIFICANCE. | Desc |
| Total Program Service Expenses | $12,735,907 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON CAMPORESE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454734440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA SUITE 200 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FREDERIC C RICH | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SIMON ROOSEVELT | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W PATRICK MCMULLAN III | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WHEELOCK WHITNEY III | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD O SULLIVAN | ||||||||
| ASSISTANT SECRETARY | 5.00 | 37.00 | Yes (X) | Yes (X) | $0 | $380,291 | $96,230 | |
| JAMES CLARK | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN GAMBLE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GUNDLACH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE L HART | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID H MORTIMER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUDOLPH RAUCH III | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER REESE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEIGH SEIPPEL | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN ROSENBERG | ||||||||
| EXECUTIVE DIRECTOR | 20.00 | 28.00 | Yes (X) | $0 | $252,532 | $109,540 | ||
| JOSEPH KAZLAUSKAS | ||||||||
| CHIEF FIN. & OPER. (THROUGH 12/14/15) | 7.00 | 38.00 | Yes (X) | $0 | $247,025 | $28,750 | ||
| JASON CAMPORESE | ||||||||
| CHIEF FIN. OFFICER (FROM 12/14/15) | 7.00 | 38.00 | Yes (X) | $0 | $6,154 | $0 | ||
| ERIN RILEY | ||||||||
| VP - EXTERNAL RELATIONS | 2.00 | 40.00 | Yes (X) | $0 | $211,186 | $37,895 | ||
| JAMES BURGESS | ||||||||
| DIRECTOR OF COMMUNICATIONS | 39.00 | 1.00 | $0 | $144,277 | $12,334 | Yes (X) | ||
| SETH MCKEE | ||||||||
| LAND CONSERVATION DIRECTOR | 39.00 | 1.00 | $0 | $111,315 | $35,677 | Yes (X) | ||
| RITA SHEEHAN | ||||||||
| LAND CONSERVATION DIRECTOR | 39.00 | 1.00 | $0 | $109,103 | $10,396 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,461,883 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $330,822 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCENIC HUDSON INC | |||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | SERVICE AGREEMENT | $2,397,300 |
| MEYER CONTRACTING CORPORATION | |||||
| 12 CHARLES STREET | PLEASANT VALLEY | NY | 12569 | PARK CONSTRUCTION | $604,858 |
| SNEERINGER MONAHAN PROVOST REDGRAVE | |||||
| 313 MAIN STREET | POUGHKEEPSIE | NY | 12601 | TITLE AGENCY | $189,920 |
| HEMLOCK HOLLOW FARMS INC | |||||
| PO BOX 6 | PHILMONT | NY | 12607 | CONTRACTOR | $157,614 |
| ECOSYSTEMS STRATEGIES INC | |||||
| 24 DAVIS AVE | POUGHKEEPSIE | NY | 12603 | REMEDIATION | $129,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,459,155 | GovernmentGrantsAmt |
| All Other Contributions | $1,883,400 | AllOtherContributionsAmt |
| Total Contributions | $3,342,555 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,393,268 | TotalRevenueColumnAmt |
| Exclusion | $3,393,268 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $135,970 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $135,970 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,970 | TotalRevenueColumnAmt |
| Exclusion | $135,970 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,591,069 | SecuritiesAmt |
| Other | $2,215,001 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,840,018 | SecuritiesAmt |
| Other | $795,901 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,751,051 | SecuritiesAmt |
| Other | $1,419,100 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,170,151 | TotalRevenueColumnAmt |
| Exclusion | $4,170,151 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,382 | TotalRevenueColumnAmt |
| Exclusion | $2,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,382 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,044,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,701,771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,280 | TotalAmt |
| Program Services | $10,280 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,176 | TotalAmt |
| Program Services | $140,176 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,824,435 | TotalAmt |
| Program Services | $1,646,225 | ProgramServicesAmt |
| Management And General | $121,530 | ManagementAndGeneralAmt |
| Fundraising | $56,680 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,189 | TotalAmt |
| Program Services | $9,189 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,500 | TotalAmt |
| Management And General | $47,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,628 | TotalAmt |
| Management And General | $633,628 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,834 | TotalAmt |
| Program Services | $11,834 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,445 | TotalAmt |
| Program Services | $141,445 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SALES/DONATIONS OF LAND | $5,569,049 | $5,569,049 |
| CONSERVATION EASEMENTS | $2,972,255 | $2,972,255 |
| LAND PROJECT EXPENSES | $1,949,900 | $1,949,900 |
| PROPERTY TAXES | $224,692 | $224,692 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,862 | TotalAmt |
| Program Services | $60,862 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,595,245 | TotalAmt |
| Program Services | $12,735,907 | ProgramServicesAmt |
| Management And General | $802,658 | ManagementAndGeneralAmt |
| Fundraising | $56,680 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,124,019 | BOYAmt |
| EOY | $14,207,206 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,639,627 | BOYAmt |
| EOY | $2,680,347 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,694 | BOYAmt |
| EOY | $422,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,896 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,469 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,806 | BOYAmt |
| EOY | $30,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,441,035 | BOYAmt |
| EOY | $109,130,577 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,907,135 | BOYAmt |
| EOY | $47,507,526 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,590,807 | BOYAmt |
| EOY | $60,376,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,823,123 | BOYAmt |
| EOY | $234,355,217 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,890 | BOYAmt |
| EOY | $649,917 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,596 | BOYAmt |
| EOY | $3,317,191 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,919,486 | BOYAmt |
| EOY | $4,067,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,170,171 | BOYAmt |
| EOY | $72,705,222 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,733,466 | BOYAmt |
| EOY | $157,582,887 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,903,637 | BOYAmt |
| EOY | $230,288,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,823,123 | BOYAmt |
| EOY | $234,355,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,550,919 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,216,013 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $151,404 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCENIC HUDSON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132898799 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,882,300 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,882,300 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 176 | TotalEasementsCnt |
| Total Acreage | 17841.00 | TotalAcreageCnt |
| Historic Structure Easements | 2 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 2912.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $129,237 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,554,564 | BeginningYearBalanceAmt |
| Contributions | $917,329 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,845,896 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,205,800 | OtherExpendituresAmt |
| End Year Balance | $168,420,197 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,909,191 | BeginningYearBalanceAmt |
| Contributions | $289,100 | ContributionsAmt |
| Investment Earnings Or Losses | $3,076,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,720,000 | OtherExpendituresAmt |
| End Year Balance | $178,554,564 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,031,429 | BeginningYearBalanceAmt |
| Contributions | $5,192,544 | ContributionsAmt |
| Investment Earnings Or Losses | $26,729,409 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,044,400 | OtherExpendituresAmt |
| End Year Balance | $182,909,191 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,968,542 | BeginningYearBalanceAmt |
| Contributions | $244,162 | ContributionsAmt |
| Investment Earnings Or Losses | $20,388,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,570,238 | OtherExpendituresAmt |
| End Year Balance | $158,031,429 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,682,343 | BeginningYearBalanceAmt |
| Contributions | $1,411,091 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,622,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,502,700 | OtherExpendituresAmt |
| End Year Balance | $143,968,542 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.90000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,469 | DepreciationAmt |
| Book Value | $30,427 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,427 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED INVESTMENT FUNDS - EX U.S. COMMINGLED FUNDS | $30,910,859 | F |
| POOLED INVESTMENT FUNDS - ALTERNATIVE INVESTMENT FUNDS | $16,596,667 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,507,526 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LAND AREAS | $60,336,737 |
| DUE FROM RELATED PARTY | $40,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $60,376,972 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | THE ORGANIZATION(S) POLICIES ON CONSERVATION EASEMENT MONITORING AND VIOLATIONS CONFORM TO LAND TRUST ALLIANCE STANDARDS AND PRACTICES. THE POLICIES REQUIRE THAT EACH CONSERVATION EASEMENT IS MONITORED ANNUALLY BY A PHYSICAL INSPECTION OF THE PROPERTY. IF ANY VIOLATION OF THE CONSERVATION EASEMENT HAS OCCURRED, THE LANDOWNER IS NOTIFIED BY CERTIFIED LETTER OF THE VIOLATION. WHEN APPROPRIATE, THE LETTER OUTLINES CORRECTIVE MEASURES THAT WILL MITIGATE THE PROBLEMS. LEGAL ACTION, AUTHORIZED BY THE BOARD, MAY BE TAKEN IN THE EVENT THAT A LANDOWNER DISREGARDS THE TERMS OF THE EASEMENT AND/OR REFUSES TO TAKE CORRECTIVE MEASURES. |
| PART II, LINE 9: | PURCHASED EASEMENTS ARE EXPENSED IN THE PERIOD ACQUIRED. DONATED CONSERVATION EASEMENTS ARE NOT RECORDED AS REVENUE OR EXPENSE BY THE ORGANIZATION, EXCEPT THOSE EASEMENTS DONATED BY THIRD PARTIES TO SATISFY THE REQUIREMENTS OF GOVERNMENTAL FUNDING AGENCIES. |
| PART V, LINE 4: | THE SCENIC HUDSON LAND TRUST IS A SUPPORTING ORGANIZATION OF SCENIC HUDSON (THE ORGANIZATIONS"). SCENIC HUDSON HAS TWO OF THE ORGANIZATIONS' FOUR ENDOWMENTS; THE SCENIC HUDSON, INC. BOARD DESIGNATED (QUASI-ENDOWMENT) AND THE KATHRYN W. DAVIS FUND FOR PARK PLANNING AND COMMUNITY LAND USE. THE SCENIC HUDSON LAND TRUST, INC. HAS THE LILA ACHESON AND DEWITT WALLACE HUDSON VALLEY LAND PRESERVATION ENDOWMENT AND THE EASEMENT ENFORCEMENT FUND. AS REQUIRED, THE COMBINED FAIR VALUE OF THESE ENDOWMENTS IS REPORTED ON SCHEDULE D, PART V OF THE 990 FOR BOTH SCENIC HUDSON AND THE SCENIC HUDSON LAND TRUST. THE BOARD DESIGNATED (QUASI-ENDOWMENT) WAS ESTABLISHED TO ENSURE SCENIC HUDSON'S FISCAL STABILITY AND PROVIDE EMERGENCY FUNDS FOR PURPOSES APPROVED BY THE BOARD. SCENIC HUDSON, INC. ESTABLISHED THE KATHRYN W. DAVIS FUND FOR PARK PLANNING AND COMMUNITY LAND USE, FUNDED WITH A DONOR-RESTRICTED GIFT OF $5 MILLION FROM THE SHELBY CULLOM DAVIS FOUNDATION. EXPENDITURES FROM THIS FUND SHALL BE USED TO SUPPORT THE ORGANIZATION'S STAFF, CONSULTANTS, AND OTHER COSTS FOR PARK DESIGN, PARK MANAGEMENT AND/OR ACQUISITION AND LAND USE PLANNING. THE LILA ACHESON AND DEWITT WALLACE HUDSON VALLEY LAND PRESERVATION ENDOWMENT (THE "WALLACE ENDOWMENT") IS A TERM ENDOWMENT HELD BY THE SCENIC HUDSON LAND TRUST, INC. THAT SHALL CONTINUE TO BE USED FOR THE PURPOSES OF ACQUIRING AND HOLDING LAND IN THE HUDSON RIVER VALLEY IN ORDER TO PRESERVE AND PROTECT SUCH LAND FOR THE BENEFIT OF THE PUBLIC, AND SECONDARILY FOR OTHER PURPOSES THAT ARE IN FURTHERANCE OF THE CONSERVATION OF THE SCENIC BEAUTY, HISTORIC VALUES, AND RESOURCES OF THE HUDSON RIVER VALLEY. THE BOARD OF DIRECTORS OF THE SCENIC HUDSON LAND TRUST, INC. HAS ALSO ESTABLISHED A BOARD DESIGNATED EASEMENT ENFORCEMENT FUND AS A RESERVE TO PAY LEGAL AND OTHER EASEMENT ENFORCEMENT AND MONITORING COSTS THAT MAY BE INCURRED TO DEFEND THE ORGANIZATION'S CONTRACTUAL RIGHTS AND PRIVILEGES ESTABLISHED THROUGH CONSERVATION EASEMENTS OWNED. |
| PART X, LINE 2: | INCOME TAXES - THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016 AND 2015 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | PASSIVE FOREIGN INVESTMENTS | N/A | $12,201,971 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | PASSIVE FOREIGN INVESTMENTS | N/A | $4,394,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,596,667 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,596,667 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD O SULLIVAN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $312,354 | $0 | $60,000 | $0 | $7,937 | $0 | $94,970 | $0 | $1,260 | $0 | $476,521 | $0 | $0 |
| STEVEN ROSENBERG | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $217,532 | $0 | $35,000 | $0 | $0 | $0 | $83,536 | $0 | $26,004 | $0 | $362,072 | $0 | $0 |
| JOSEPH KAZLAUSKAS | ||||||||||||||
| CHIEF FIN. & OPER. (THROUGH 12/14/15 | $0 | $212,025 | $0 | $35,000 | $0 | $0 | $0 | $19,762 | $0 | $8,988 | $0 | $275,775 | $0 | $0 |
| ERIN RILEY | ||||||||||||||
| VP - EXTERNAL RELATIONS | $0 | $176,186 | $0 | $35,000 | $0 | $0 | $0 | $16,895 | $0 | $21,000 | $0 | $249,081 | $0 | $0 |
| JAMES BURGESS | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $0 | $129,277 | $0 | $15,000 | $0 | $0 | $0 | $11,542 | $0 | $792 | $0 | $156,611 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DURING THE YEAR ENDED JUNE 30, 2015, SCENIC HUDSON, INC. AND EDWARD SULLIVAN ENTERED INTO A LONG-TERM EMPLOYMENT AGREEMENT UNDER IRC SECTION 457(F). THE TERMS OF THE AGREEMENT RUN THROUGH JANUARY 31, 2020 AT WHICH TIME MR. SULLIVAN WILL COMPLETE HIS COMMITMENT AND RECEIVE A ONE-TIME LUMP SUM PAYMENT OF $500,000. SINCE MR. SULLIVAN ALSO PROVIDES ESSENTIAL SERVICES TO THE SCENIC HUDSON LAND TRUST, INC. (THE "LAND TRUST"), THE LAND TRUST HAS AGREED TO PROVIDE SCENIC HUDSON, INC. WITH FUNDS SUFFICIENT TO ENABLE SCENIC HUDSON, INC. TO MAKE PAYMENTS DUE UNDER THE PLAN. ACCORDINGLY, THE LAND TRUST WILL RECOGNIZE THIS OBLIGATION OVER THE TERM OF THE AGREEMENT. DURING THE YEAR ENDED JUNE 30, 2016, THE LAND TRUST RECOGNIZED $98,361 OF EXPENSE RELATED TO THIS AGREEMENT. DURING THE YEAR ENDED JUNE 30, 2010, SCENIC HUDSON, INC. AND STEVEN ROSENBERG ENTERED INTO A LONG-TERM EMPLOYMENT AGREEMENT UNDER IRC SECTION 457(F). THE TERMS OF THE AGREEMENT RAN THROUGH MAY 29, 2016 AT WHICH TIME MR. ROSENBERG COMPLETED HIS COMMITMENT AND RECEIVED A ONE-TIME LUMP SUM PAYMENT OF $275,000.DURING THE YEAR ENDED JUNE 30, 2016, SCENIC HUDSON, INC. AND MR. ROSENBERG ENTERED INTO A LONG-TERM EMPLOYMENT AGREEMENT UNDER IRC SECTION 457(F). THE AGREEMENT IS FOR A FIVE-YEAR TERM AND WILL PROVIDE FOR A PAYMENT OF $230,000 UPON MATURITY. SINCE MR. ROSENBERG ALSO PROVIDES ESSENTIAL SERVICES TO THE SCENIC HUDSON LAND TRUST, INC. (THE "LAND TRUST"), THE LAND TRUST HAS AGREED TO PROVIDE SCENIC HUDSON, INC. WITH FUNDS SUFFICIENT TO ENABLE SCENIC HUDSON, INC. TO MAKE PAYMENTS DUE UNDER THE PLANS. ACCORDINGLY, THE LAND TRUST WILL RECOGNIZE THIS OBLIGATION OVER THE TERM OF THE AGREEMENT. DURING THE YEAR ENDED JUNE 30, 2016, THE LAND TRUST RECOGNIZED $41,815 OF EXPENSE RELATED TO THE AGREEMENT. |
| SCHEDULE J, PART II: | THE PERSONS LISTED IN PART II OF SCHEDULE J PERFORM SERVICES FOR THE SCENIC HUDSON LAND TRUST, INC. IN THEIR CAPACITIES AS EMPLOYEES OF SCENIC HUDSON, INC; THE SCENIC HUDSON LAND TRUST, INC. HAS NO EMPLOYEES. TOTAL COMPENSATION TO EACH OF SUCH PERSONS IS REQUIRED TO BE REPORTED ON SCHEDULE J BY BOTH SCENIC HUDSON, INC. AND THE SCENIC HUDSON LAND TRUST, INC. NOTWITHSTANDING THAT EACH OF THESE DIRECTORS, OFFICERS AND EMPLOYEES ARE PAID DIRECTLY AND ONLY BY SCENIC HUDSON. AS NOTED IN SCHEDULE R PART V, THE SCENIC HUDSON LAND TRUST, INC. IS PARTY TO A SERVICES AGREEMENT WITH SCENIC HUDSON, INC. PURSUANT TO WHICH SCENIC HUDSON, INC., AMONG OTHER THINGS, MAKES THE SERVICES OF SUCH PERSONS AVAILABLE TO THE SCENIC HUDSON LAND TRUST, INC. AND THE SCENIC HUDSON LAND TRUST, INC. MAKES A SINGLE AGGREGATE PAYMENT TO SCENIC HUDSON, WHICH IN FISCAL YEAR 2016 WAS $1,822,300. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SCENIC HUDSON, INC. PROVIDES THE ORGANIZATION WITH THE SERVICES OF ITS EMPLOYEES, SPACE AND GENERAL ADMINISTRATIVE SUPPORT FOR WHICH THE ORGANIZATION PROVIDES PAYMENT TO SCENIC HUDSON, INC. FOR THE ACTUAL COST OF THE AGREED SERVICES ON A QUARTERLY BASIS. |
| FORM 990, PART VI, SECTION A, LINE 6 | SCENIC HUDSON, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TOTAL NUMBER OF DIRECTORS SHALL INCLUDE THREE (3) PERSONS WHO SHALL SERVE EX OFFICIO, WITH FULL VOTING RIGHTS, IN THEIR CAPACITIES AS THE CHAIR, TREASURER AND PRESIDENT OF SCENIC HUDSON, INC. THE REMAINING NUMBER OF DIRECTORS SHALL BE ELECTED BY THE SOLE MEMBER (SCENIC HUDSON, INC.) AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTIONS MAY BE TAKEN ONLY IF AUTHORIZED BY THE SOLE MEMBER (I) THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (II) A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION; AND (III) A PLAN OF DISSOLUTION AND DISTRIBUTION OF ASSETS OF THE CORPORATION. THE SOLE MEMBER SHALL HAVE THE EXCLUSIVE POWER TO AMEND THE CORPORATION'S CERTIFICATE OF INCORPORATION AND BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S 990 IS REVIEWED BY THE AUDIT COMMITTEE AND DISCUSSED WITH THE FULL BOARD AT THE ANNUAL MEETING BEFORE THE RETURN IS FILED. PRINTED COPIES OF THE 990 ARE DISTRIBUTED TO THE FULL BOARD IN PREPARATION OF THE ANNUAL MEETING. COPIES OF THE 990 ARE AVAILABLE ON THE ORGANIZATION'S BOARD EXTRA-NET AND ON THE ORGANIZATION'S WEBSITE (WWW.SCENICHUDSON.ORG). |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND ALL STAFF ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD MEMBERS WHO MAY HAVE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST ABSTAIN FROM DISCUSSION AND VOTING. CONFLICTS OF INTEREST INVOLVING STAFF SITUATIONS WHICH MAY ARISE (REAL OR PERCEIVED) ARE REVIEWED BY THE BOARD OF DIRECTORS. ISSUES INVOLVING EXECUTIVES ARE REVIEWED BY THE EXECUTIVE COMMITTEE OR FULL BOARD AND/OR LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION RELIED ON SCENIC HUDSON, INC., A RELATED ORGANIZATION, THAT DETERMINED THE EXECUTIVE COMPENSATION AS FOLLOW: EXECUTIVE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE IN CONSULTATION WITH THE BOARD OF DIRECTORS. THIS COMMITTEE ENGAGES A THIRD PARTY COMPENSATION CONSULTANT WHO PROVIDES A MARKET ANALYSIS WITH RECOMMENDATIONS. THE COMMITTEE ALSO INCORPORATES FIRST HAND RESEARCH DATA ON COMPARABLE ORGANIZATIONS IN SCENIC HUDSON'S GEOGRAPHIC AREA IN THEIR RECOMMENDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOLLOWING CORPORATE GOVERNANCE DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (HTTP://WWW.SCENICHUDSON.ORG/ABOUT/FINANCIALS): * FORM 1023 * FORM 990 * AUDITED FINANCIAL STATEMENTS * CERTIFICATE OF INCORPORATION * CORPORATE BY-LAWS * WHISTLEBLOWER POLICY * CONFLICT OF INTEREST POLICY |
| FORM 990, PART IX, LINE 24E | REMEDIATION EXPENSE: PROGRAM SERVICE EXPENSES 60,862. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,862. |
| FORM 990, PART IX: | ACTIVITIES THAT OCCUR WITHIN THE SCENIC HUDSON LAND TRUST, A SUPPORTING ORGANIZATION OF SCENIC HUDSON, DIRECTLY IMPACT THE ACHIEVEMENT OF SCENIC HUDSON'S MISSION. SUCH ACTIVITIES INCLUDE THE PURCHASE OF CONSERVATION EASEMENTS AND LAND IN FEE TITLE. THE PROGRAM EXPENSES ASSOCIATED WITH THESE ACTIVITIES LARGELY ARE INCURRED BY THE SCENIC HUDSON LAND TRUST, WITH MANY OF THE ADMINISTRATIVE EXPENSES SUPPORTING THESE ACTIVITIES OCCURRING WITHIN SCENIC HUDSON. AS A RESULT, THE ONLY MEANINGFUL CALCULATION OF THE ORGANIZATIONS' PROGRAM EXPENSE RATIO MUST BE ON A CONSOLIDATED BASIS. ON A CONSOLIDATED BASIS, THE PROGRAM EXPENSE RATIO FOR THE ORGANIZATIONS WAS 82.6% AND 78.7%, RESPECTIVELY, FOR THE FISCAL YEARS ENDED JUNE 30, 2016 AND 2015. |
| FORM 990, PART XI, LINE 9: | IN-KIND CONTRIBUTION FOR IMPUTED INTEREST ON NOTES PAYABLE 203,572. IMPUTED INTEREST ON NOTES PAYABLE -52,168. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT BEEN CHANGED FROM THE PRIOR YEAR. THE INDEPENDENT AUDITORS ARE APPOINTED BY THE BOARD BASED ON THE RECOMMENDATION OF THE AUDIT COMMITTEE. |
| FORM 990, PART I, LINE 5 AND PART V, LINE 1A: | CLARIFICATION RELATED TO NUMBER OF EMPLOYEES: THE ORGANIZATION HAS NO EMPLOYEES OF ITS OWN AS THE MANAGEMENT OF THE ORGANIZATION IS PROVIDED BY SCENIC HUDSON, INC. SCENIC HUDSON, INC. IS REIMBURSED FOR THE PAYROLL AND OPERATING COSTS PAID ON BEHALF OF THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON WATERFRONT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA SUITE 200 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261107386 | EIN |
| Primary Activities | LIMITED LIABILITY COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $1,593,163 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCENIC HUDSON INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA SUITE 200 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132898799 | EIN |
| Primary Activities | PROTECTING AND RESTORING THE HUDSON RIVER | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SCENIC HUDSON INC | ||
| O | $1,822,300 | COST |
| SCENIC HUDSON INC | ||
| P | $575,000 | CASH PAYMENTS |
| SCENIC HUDSON INC | ||
| Q | $900,500 | CASH PAYMENTS |