Putnam County Land Trust Save Open Space Inc

Nonprofit profile at a glance

EIN
237058465
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Brewster, NY, USA
Phone
8452782808
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Land Resources Conservation

Official website

Reported finances

Revenue
$276,240
Expenses
$82,699
Assets
$7,639,406
Liabilities
$61,415

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • NELSON M FRIAS (PRESIDENT)
  • JASON HOPPER (PRESIDENT)
  • PATTY KRAVIT (PRESIDENT)
  • JUDY TERLIZZI (PRESIDENT)

People named in this filing

  • SANDY BANDEHAS (TREASURER)
  • NELSON M FRIAS (PRESIDENT)
  • MICHAEL GOLD (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Putnam county land trust save open space inc form 990, part iii, line 1: putnam county land trust (pclt) is dedicated to the protection of forests and wetlands, wildlife habitats and important water resources in and around putnam county, New York. Pclt is accredited by the land trust alliance, a national land conservation organization.accreditation affirms that national quality standards are met for sound finances, ethical conduct, responsible governance and lasting stewardship. Accreditation runs from march 05, 2024 to april 05, 2029. Form 990, part vi, section a, line 2: two members of the board are related through marriage. Form 990, part vi, section b, line 11b: pclt board designated person(s)are tasked with reviewing the 990 and all its schedules in detail in conjunction with providing to the fiscal oversight committee for their additional review and comments.prior to filing a copy of the form 990 and its schedules is distributed to all board members of which is followed by presen

What it reported doing in 2024

Pclt stewards acquired preserves and natural areas utilizing established procedures of maintaining documentation that includes a photographic record of property borders, aerial photos of the property, trail maps, and environmental studies of every preserve. Pclt also provides education programs, publications, information, and workshops on matters relating to land conservation, planning and use of land in putnam county and its environs. Conservation outreach programs are organized for school and scouting groups. Scouts and students perform community service and work on educational projects and can earn badges and community service credits.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 86
  • Accountability: 82
  • Sustainability: 88
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 23.7%; rating input score 24
  • Program expense ratio: 76%; rating input score 76
  • Fundraising efficiency: $27.26 raised per $1 spent on fundraising; rating input score 65; 65th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 26th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 70.1%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 92.38; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 7.8% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: -6.9% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 4.9% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 23.7% of revenue deployed · 76% of spending went to programs
  • Governance: 19 of 19 board members independent · 4 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $63K in reported program spending
  • Leadership: top reported pay $0 · 19 people listed
  • Consistency: 19 of 20 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 24/100.
  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule D land buildings reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.