Civic Intelligence

The Oley Foundation Inc.

990 • Fiscal year 2016 • EIN 13-3194182

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 14, 2017

43 New Scotland AvenueAlbany, NY 12208

(518) 262-5079

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.08x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

39th percentile

$25,889

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

8.2%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,370,318

Up $224,734 (+20%) from 2015

Net Assets

Up

$1,296,980

Up $177,633 (+16%) from 2015

Liabilities

Up

$73,338

Up $47,101 (+180%) from 2015

Revenue

Up

$863,301

Up $65,316 (+8.2%) from 2015

Expenses

Up

$697,306

Up $158,184 (+29%) from 2015

Net Income

Down

$165,995

Down $92,868 (-36%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $629,625Liabilities 2011: $95,476Net Assets 2011: $534,1492011Assets 2012: $595,489Liabilities 2012: $61,936Net Assets 2012: $533,5532012Assets 2013: $734,119Liabilities 2013: $64,775Net Assets 2013: $669,3442013Assets 2014: $872,190Liabilities 2014: $10,260Net Assets 2014: $861,9302014Assets 2015: $1,145,584Liabilities 2015: $26,237Net Assets 2015: $1,119,3472015Assets 2016: $1,370,318Liabilities 2016: $73,338Net Assets 2016: $1,296,9802016Assets 2017: $1,321,482Liabilities 2017: $40,796Net Assets 2017: $1,280,6862017Assets 2018: $1,434,864Liabilities 2018: $46,917Net Assets 2018: $1,387,9472018Assets 2019: $1,590,576Liabilities 2019: $29,861Net Assets 2019: $1,560,7152019Assets 2020: $1,808,345Liabilities 2020: $65,593Net Assets 2020: $1,742,7522020Assets 2021: $2,239,501Liabilities 2021: $75,965Net Assets 2021: $2,163,5362021Assets 2022: $2,313,867Liabilities 2022: $94,183Net Assets 2022: $2,219,6842022Assets 2023: $2,314,103Liabilities 2023: $54,433Net Assets 2023: $2,259,6702023Assets 2024: $2,761,242Liabilities 2024: $69,043Net Assets 2024: $2,692,1992024

Highlighted filing

2016

Assets$1,370,318
Liabilities$73,338
Net Assets$1,296,980

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $443,087Expenses 2011: $408,806Net Income 2011: $34,2812011Expenses 2012: $505,9352012Revenue 2013: $616,659Expenses 2013: $487,036Net Income 2013: $129,6232013Revenue 2014: $733,814Expenses 2014: $551,055Net Income 2014: $182,7592014Revenue 2015: $797,985Expenses 2015: $539,122Net Income 2015: $258,8632015Revenue 2016: $863,301Expenses 2016: $697,306Net Income 2016: $165,9952016Revenue 2017: $666,473Expenses 2017: $694,645Net Income 2017: -$28,1722017Revenue 2018: $728,102Expenses 2018: $622,947Net Income 2018: $105,1552018Revenue 2019: $957,474Expenses 2019: $727,852Net Income 2019: $229,6222019Revenue 2020: $682,669Expenses 2020: $507,554Net Income 2020: $175,1152020Revenue 2021: $862,345Expenses 2021: $477,801Net Income 2021: $384,5442021Revenue 2022: $713,451Expenses 2022: $618,171Net Income 2022: $95,2802022Revenue 2023: $807,840Expenses 2023: $789,997Net Income 2023: $17,8432023Revenue 2024: $1,298,283Expenses 2024: $1,013,838Net Income 2024: $284,4452024

Highlighted filing

2016

Revenue$863,301
Expenses$697,306
Net Income$165,995
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 14, 2017
Return Version
2015v3.0
Gross Receipts
$863,301
Mission and Program Overview

Mission

To provide information and psycho-social support to patients, families, caregivers and professionals of home nutrition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,041,565$1,227,849▲ $186,284
Investments in Publicly Traded Securities$101,483$115,715▲ $14,232
Accounts Receivable-$22,621-
Prepaid Expenses and Deferred Charges-$2,449-
Land, Buildings, and Equipment, Net$2,536$1,684▼ $852
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,145,584$1,370,318▲ $224,734
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$26,237$73,338▲ $47,101
Total Liabilities$26,237$73,338▲ $47,101
Net Assets / Fund Balance
Unrestricted Net Assets$1,036,338$1,226,841▲ $190,503
Temporarily Rstr Net Assets$83,009$70,139▼ $12,870
Total Net Assets Fund Balance$1,119,347$1,296,980▲ $177,633
Total Liabilities and Net Assets / Fund Balance$1,145,584$1,370,318▲ $224,734

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,684$14,965$16,649
Other Land Buildings-$7,171$7,171
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joan BishopExecutive DirecFT$25,889$25,889

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$859,191
Program Service Revenue
$0
Investment Income
$4,110
Other Revenue
$0
All Other Contributions
$859,191
Change in Net Assets
$165,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$863,301
Revenue Not Reported on Form 990
$11,638
Total Revenue per Audited Statements
$874,939
Total Revenue per Form 990
$863,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$436,101
Salaries, Compensation, and Employee Benefits$245,397
Total Fundraising Expense$112,558
Grants and Similar Amounts Paid$15,808
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$239,022$3,725$26,752$269,499
Other Salaries and Wages$107,777$39,191$48,990$195,958
All Other Expenses$36,771$15,263$6,193$58,227
Current Officers, Directors, Trustees, and Key Employees$14,239$5,178$6,472$25,889
Fees for Services Accounting-$23,010-$23,010
Payroll Taxes$12,339$4,487$5,608$22,434
Occupancy$12,897$543$136$13,576
Other Expenses$10,940$1,178$12,788$12,788
Grants to Domestic Individuals$8,000--$8,000
Grants to Domestic Orgs$7,808--$7,808
Insurance-$2,135-$2,135
Pension Plan Contributions$614$223$279$1,116
Depreciation Depletion$656$196-$852
Advertising$450-$150$600
Total Functional Expenses$489,619$95,129$112,558$697,306

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$697,306
Total Expenses per Audited Statements$697,306
Total Expenses per Form 990$697,306
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of form 990 and the financial statements are delivered to the executive director, joan bishop for her and the board of directors review.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents are available upon request but some documents can be located on the organizations website.

Filing and Contact Details

Filer

Filer Name
The Oley Foundation Inc
EIN
13-3194182
Phone
5182625079
Address
43 NEW SCOTLAND AVENUE, ALBANY, NY 12208

Signing Officer

Name
Joan Bishop
Title
Executive Direc
Signed
2017-08-14
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
7

Preparer

Firm
Slocum DeAngelus & Assocs CPAs PC
Address
974 Albany-Shaker Road, Latham, NY 12110
Preparer
Michael J Ryan CPA
Phone
5187836000
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0863301
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02135
IRS990/InsuranceGrp/TotalAmt02135
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt04110
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04110
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0101483
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0115715
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022136
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02536
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01684
IRS990/LandBldgEquipCostOrOtherBssAmt023820
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INFORMATION AND PSYCHO-SOCIAL SUPPORT TO PATIENTS, FAMILIES, CAREGIVERS AND PROFESSIONALS OF HOME NUTRITION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01119347
IRS990/NetAssetsOrFundBalancesEOYAmt01296980
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt011638
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0136
IRS990/OccupancyGrp/ManagementAndGeneralAmt0543
IRS990/OccupancyGrp/ProgramServicesAmt012897
IRS990/OccupancyGrp/TotalAmt013576
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1RESEARCH
IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3LIFE INSURANCE ENDOWMENT
IRS990/OtherExpensesGrp/FundraisingAmt03260
IRS990/OtherExpensesGrp/FundraisingAmt11930
IRS990/OtherExpensesGrp/FundraisingAmt212788
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01178
IRS990/OtherExpensesGrp/ProgramServicesAmt025013
IRS990/OtherExpensesGrp/ProgramServicesAmt113093
IRS990/OtherExpensesGrp/ProgramServicesAmt210940
IRS990/OtherExpensesGrp/TotalAmt029451
IRS990/OtherExpensesGrp/TotalAmt113093
IRS990/OtherExpensesGrp/TotalAmt212870
IRS990/OtherExpensesGrp/TotalAmt312788
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048990
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039191
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0107777
IRS990/OtherSalariesAndWagesGrp/TotalAmt0195958
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05608
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04487
IRS990/PayrollTaxesGrp/ProgramServicesAmt012339
IRS990/PayrollTaxesGrp/TotalAmt022434
IRS990/PensionPlanContributionsGrp/FundraisingAmt0279
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0223
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0614
IRS990/PensionPlanContributionsGrp/TotalAmt01116
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02449
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH TO INCREASE SCIENTIFIC KNOWLEDGE ABOUT THE LONG- TERM DELIVERY OF NUTRITIONAL SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043024
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt036753
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0794785
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03200
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0289544
IRS990/PYRevenuesLessExpensesAmt0258863
IRS990/PYSalariesCompEmpBnftPaidAmt0249578
IRS990/PYTotalExpensesAmt0539122
IRS990/PYTotalRevenueAmt0797985
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0165995
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0ALBANY
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0NY
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALBANY MEDICAL CENTER
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01684
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014965
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016649
IRS990ScheduleD/ExpensesSubtotalAmt0697306
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011638
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07171
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07171
IRS990ScheduleD/RevenueNotReportedAmt011638
IRS990ScheduleD/RevenueSubtotalAmt0863301
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01684
IRS990ScheduleD/TotalExpensesPerForm990Amt0697306
IRS990ScheduleD/TotalRevenuePerForm990Amt0863301
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0874939
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0697306
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESEARCH PRIZE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.07$2.69$1.30$1.01$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.05$2.26$0.81$0.79$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.09$2.22$0.71$0.62$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.08$2.16$0.86$0.48$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.07$1.74$0.68$0.51$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.56$0.96$0.73$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.05$1.39$0.73$0.62$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.04$1.28$0.67$0.69$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.07$1.30$0.86$0.70$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$0.80$0.54$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.73$0.55$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.06$0.67$0.62$0.49$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.06$0.53$0.51
2011Summary only. Only limited summary data is available for this year.$0.63$0.10$0.53$0.44$0.41$0.03