Saratoga P L A N Inc

Saratoga P L A N Inc consistently grows assets and operates without executive compensation.

EIN: 141706013 · Saratoga Spgs, NY · NTEE: C340 · Updated: 2026-03-28

$2.6MRevenue

$5.3MAssets

90/100Mission Score (Excellent)

C340

About Saratoga P L A N Inc

Saratoga P L A N Inc (EIN: 141706013) is a nonprofit organization based in Saratoga Spgs, NY, classified under NTEE code C340. The organization reported total revenue of $2.6M and total assets of $5.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Saratoga P L A N Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

Saratoga P L A N Inc demonstrates generally sound financial health with consistent revenue generation and asset growth over the past decade. In the most recent filing (202312), the organization reported revenues of $3,687,989 against expenses of $3,489,781, indicating a surplus. Their assets have shown significant growth, increasing from $879,932 in 2014 to $4,112,010 in 2023, suggesting effective asset management and financial stability. The organization consistently reports 0% officer compensation, which is a strong indicator of transparency and a commitment to directing funds towards its mission rather than executive salaries.

The spending efficiency appears robust, with a high proportion of expenses likely directed towards program services, given the absence of officer compensation and the overall financial health. While a detailed breakdown of program, administrative, and fundraising expenses isn't provided in the summary data, the consistent surpluses and asset growth suggest responsible financial stewardship. The organization's consistent filing history over 13 periods further enhances its transparency profile, allowing for public scrutiny of its financial operations.

Overall, Saratoga P L A N Inc appears to be a financially healthy and transparent organization, effectively managing its resources to achieve its mission. The consistent growth in assets and the absence of executive compensation are particularly positive indicators of its financial integrity and dedication to its cause.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Saratoga P L A N Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 10%
programs: 85%
fundraising: 5%

According to IRS 990 filings, Saratoga P L A N Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is highly commendable for a nonprofit of its size with revenues often exceeding $2 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Saratoga P L A N Inc:

Consistent asset growth, from $879,932 in 2014 to $4,112,010 in 2023, demonstrating strong financial management.
0% officer compensation reported across all filings, indicating a high dedication to mission and efficient use of funds.
Consistent revenue generation, with recent years showing revenues over $2 million, supporting ongoing operations.
Positive net income in most recent periods (e.g., $3,687,989 revenue vs. $3,489,781 expenses in 2023), contributing to financial stability.
Long and consistent IRS 990 filing history (13 filings), indicating strong transparency and accountability.

Frequently Asked Questions about Saratoga P L A N Inc

Is Saratoga P L A N Inc financially stable?

Yes, Saratoga P L A N Inc appears financially stable, evidenced by consistent revenue generation (e.g., $3,687,989 in 2023) and significant asset growth from $879,932 in 2014 to $4,112,010 in 2023.

How does Saratoga P L A N Inc manage executive compensation?

Saratoga P L A N Inc reports 0% officer compensation in all available filings, indicating a strong commitment to directing funds towards its mission rather than executive salaries.

Has the organization's financial health improved over time?

Yes, the organization's financial health has improved, with assets growing from $879,932 in 2014 to $4,112,010 in 2023, and consistent positive net income in most recent years.

Filing History

IRS 990 filing history for Saratoga P L A N Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Saratoga P L A N Inc's revenue has grown by 445.8%, moving from $676K to $3.7M. Total assets increased by 549.4% over the same period, from $633K to $4.1M. Total functional expenses rose by 484.8%, from $597K to $3.5M. In its most recent filing year (2023), Saratoga P L A N Inc reported a surplus of $198K, with revenue exceeding expenses. The organization holds $232K in liabilities against $4.1M in assets (debt-to-asset ratio: 5.6%), resulting in net assets of $3.9M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$3.7M	$3.5M	$4.1M	$232K	—	View 990
2022	$2.3M	$2.0M	$3.5M	$411K	—	View 990
2021	$2.9M	$2.1M	$3.5M	$189K	—	View 990
2020	$2.6M	$2.2M	$2.4M	$122K	—	View 990
2019	$3.7M	$3.6M	$2.4M	$640K	—	View 990
2018	$3.8M	$3.6M	$1.6M	$243K	—	View 990
2017	$1.4M	$1.3M	$1.6M	$245K	—	View 990
2016	$455K	$406K	$1.4M	$186K	—	View 990
2015	$3.8M	$3.5M	$1.2M	$96K	—	View 990
2014	$406K	$386K	$880K	$19K	—	View 990
2013	$571K	$518K	$871K	$23K	—	View 990
2012	$875K	$663K	$827K	$47K	—	View 990
2011	$676K	$597K	$633K	$85K	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $3.7M, expenses of $3.5M, and assets of $4.1M (revenue +57.9% year-over-year).
2022: Revenue of $2.3M, expenses of $2.0M, and assets of $3.5M (revenue -19.5% year-over-year).
2021: Revenue of $2.9M, expenses of $2.1M, and assets of $3.5M (revenue +12.2% year-over-year).
2020: Revenue of $2.6M, expenses of $2.2M, and assets of $2.4M (revenue -31.0% year-over-year).
2019: Revenue of $3.7M, expenses of $3.6M, and assets of $2.4M (revenue -1.0% year-over-year).
2018: Revenue of $3.8M, expenses of $3.6M, and assets of $1.6M (revenue +168.2% year-over-year).
2017: Revenue of $1.4M, expenses of $1.3M, and assets of $1.6M (revenue +210.1% year-over-year).
2016: Revenue of $455K, expenses of $406K, and assets of $1.4M (revenue -87.9% year-over-year).
2015: Revenue of $3.8M, expenses of $3.5M, and assets of $1.2M (revenue +825.7% year-over-year).
2014: Revenue of $406K, expenses of $386K, and assets of $880K (revenue -29.0% year-over-year).
2013: Revenue of $571K, expenses of $518K, and assets of $871K (revenue -34.7% year-over-year).
2012: Revenue of $875K, expenses of $663K, and assets of $827K (revenue +29.4% year-over-year).
2011: Revenue of $676K, expenses of $597K, and assets of $633K.

Data Sources and Methodology

This transparency report for Saratoga P L A N Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.