Civic Intelligence

Operation Oswego County Foundation Inc.

990EZ • Fiscal year 2014 • EIN 13-4265021

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 05, 2015

44 West Bridge StreetOswego, NY 13126-2026

(315) 343-1545

Siviq Scores

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

Liabilities / Assets

88th percentile

0.51x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • NTEE S • <$500k nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

0.46x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • NTEE S • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-1.1%

Higher net margin than 35% of similar nonprofits.

2014 filings • NTEE S30 • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • NTEE S • <$500k nonprofits • Source year 2014

Asset Growth

90th percentile

80%

Faster asset growth than 90% of similar nonprofits.

2014 filings • NTEE S • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • NTEE S • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$56,819

Up $25,230 (+80%) from 2013

Net Assets

Down

$27,588

Down $694 (-2.5%) from 2013

Liabilities

Up

$29,231

Up $25,924 (+784%) from 2013

Revenue

Down

$63,944

Down $10,220 (-14%) from 2013

Expenses

Up

$64,638

Up $1,478 (+2.3%) from 2013

Net Income

Down

-$694

Down $11,698 (-106%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $16,916Liabilities 2011: $8,7672011Assets 2012: $23,182Liabilities 2012: $5,904Net Assets 2012: $17,2782012Assets 2013: $31,589Liabilities 2013: $3,307Net Assets 2013: $28,2822013Assets 2014: $56,819Liabilities 2014: $29,231Net Assets 2014: $27,5882014Assets 2015: $64,870Liabilities 2015: $23,887Net Assets 2015: $40,9832015Assets 2016: $95,367Liabilities 2016: $42,695Net Assets 2016: $52,6722016Assets 2017: $84,014Liabilities 2017: $16,875Net Assets 2017: $67,1392017Assets 2018: $92,978Liabilities 2018: $28,555Net Assets 2018: $64,4232018Assets 2019: $77,622Liabilities 2019: $29,353Net Assets 2019: $48,2692019Assets 2020: $71,740Liabilities 2020: $13,855Net Assets 2020: $57,8852020Assets 2021: $128,212Liabilities 2021: $65,000Net Assets 2021: $63,2122021Assets 2022: $85,572Liabilities 2022: $40,779Net Assets 2022: $44,7932022Assets 2023: $36,207Liabilities 2023: $3,478Net Assets 2023: $32,7292023Assets 2024: $32,373Liabilities 2024: $1,556Net Assets 2024: $30,8172024

Highlighted filing

2014

Assets$56,819
Liabilities$29,231
Net Assets$27,588

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $41,134Expenses 2011: $56,143Net Income 2011: -$15,0092011Revenue 2012: $42,659Expenses 2012: $33,530Net Income 2012: $9,1292012Revenue 2013: $74,164Expenses 2013: $63,160Net Income 2013: $11,0042013Revenue 2014: $63,944Expenses 2014: $64,638Net Income 2014: -$6942014Revenue 2015: $50,098Expenses 2015: $36,703Net Income 2015: $13,3952015Revenue 2016: $52,412Expenses 2016: $40,723Net Income 2016: $11,6892016Revenue 2017: $62,474Expenses 2017: $44,427Net Income 2017: $18,0472017Revenue 2018: $98,869Expenses 2018: $90,967Net Income 2018: $7,9022018Revenue 2019: $40,272Expenses 2019: $56,426Net Income 2019: -$16,1542019Revenue 2020: $42,994Expenses 2020: $33,378Net Income 2020: $9,6162020Revenue 2021: $27,762Expenses 2021: $21,642Net Income 2021: $6,1202021Revenue 2022: $29,523Expenses 2022: $47,942Net Income 2022: -$18,4192022Revenue 2023: $59,353Expenses 2023: $71,417Net Income 2023: -$12,0642023Revenue 2024: $18,476Expenses 2024: $20,388Net Income 2024: -$1,9122024

Highlighted filing

2014

Revenue$63,944
Expenses$64,638
Net Income-$694
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$63,944
Mission and Program Overview

Mission

Economic job devel oswego county

Program Services

DescriptionGrantsExpenses
ASSISTED AND SUPPORTED OPERATION OSWEGO COUNTY INC AN ECONOMIC AND JOB DEVELOPMENT CORPORATION SERVING OSWEGO COUNTY NY PROVIDED PROMOTION-$64,638
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN LAMONTAGNEPresident-$0--
MICHAEL QUENVILLESecretary-$0--
BARBARA BATEMANVice President-$0--
THOMAS V GRECOTreasurer-$0--
L MICHAEL TREADWELLExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Operation Oswego Cty Foundationinc
EIN
13-4265021
Address
44 WEST BRIDGE STREET, Oswego, NY 13126-2026

Signing Officer

Name
Kevin Lamontagne
Title
President
Phone
3153431545
Signed
2015-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Jack B Alter CPA
Address
175 SOUTH SECOND STREET, Fulton, NY 13069
Preparer
Jack B Alter CPA
Phone
3155984411
Supplemental Narrative

Additional Explanations

General explanation attachment

Ooc foundation, inc. Shares facilities, equipment, mailing lists, other assets and paid employees of operation oswego county, inc. To assist and support ooc, inc. In economic and job development in oswego county, ny. The value of ooc, inc. Items is not determinable.

Description of other revenue Part I line 8

Description AmountMEETINGS INCOME 3,304

Description of other expenses Part I line 16

Description AmountADVERTISING 24,361SPONSORSHIP EXP NEXT GREAT IDEA 31,954MEETINGS OTHER EXPENSES 2,768OFFICE EQUIPMENT AND SUPPLIES 617

Description of other assets Part II line 24

Category Beginning of Year End of YearRECEIVABLE CONTRIBUTIONS 0 3,450

Description of total liabilities Part II line 26

Category Beginning of Year End of YearACCOUNTS PAYABLE 2,307 3,231LOAN PAYABLE 1,000 1,000AWARD PAYABLE NEXT GREAT IDEA 0 25,000

Raw XML Appendix181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN LAMONTAGNE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS V GRECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4L MICHAEL TREADWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03450
IRS990EZ/OtherExpensesTotalAmt059700
IRS990EZ/OtherRevenueTotalAmt03304
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ECONOMIC JOB DEVEL OSWEGO COUNTY
IRS990EZ/PrintingPublicationsPostageAmt0944
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED AND SUPPORTED OPERATION OSWEGO COUNTY INC AN ECONOMIC AND JOB DEVELOPMENT CORPORATION SERVING OSWEGO COUNTY NY PROVIDED PROMOTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064638
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03307
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029231
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064638
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IRS990EZ/TotalRevenueAmt063944
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0256091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08489
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063939
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0282017
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OOC FOUNDATION, INC. SHARES FACILITIES, EQUIPMENT, MAILING LISTS, OTHER ASSETS AND PAID EMPLOYEES OF OPERATION OSWEGO COUNTY, INC. TO ASSIST AND SUPPORT OOC, INC. IN ECONOMIC AND JOB DEVELOPMENT IN OSWEGO COUNTY, NY. THE VALUE OF OOC, INC. ITEMS IS NOT DETERMINABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMEETINGS INCOME 3,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADVERTISING 24,361SPONSORSHIP EXP NEXT GREAT IDEA 31,954MEETINGS OTHER EXPENSES 2,768OFFICE EQUIPMENT AND SUPPLIES 617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearRECEIVABLE CONTRIBUTIONS 0 3,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearACCOUNTS PAYABLE 2,307 3,231LOAN PAYABLE 1,000 1,000AWARD PAYABLE NEXT GREAT IDEA 0 25,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN LAMONTAGNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03153431545
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATION OSWEGO CTY FOUNDATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0134265021
ReturnHeader/Filer/USAddress/AddressLine1Txt044 WEST BRIDGE STREET
ReturnHeader/Filer/USAddress/CityNm0Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0131262026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161161770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACK B ALTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 SOUTH SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fulton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013069
ReturnHeader/PreparerPersonGrp/PhoneNum03155984411
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK B ALTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-13T21:03:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.02$0.31$0.18$0.20$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.03$0.33$0.59$0.71$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.41$0.45$0.30$0.48$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.65$0.63$0.28$0.22$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.14$0.58$0.43$0.33$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.29$0.48$0.40$0.56$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.29$0.64$0.99$0.91$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.17$0.67$0.62$0.44$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.43$0.53$0.52$0.41$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.24$0.41$0.50$0.37$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.29$0.28$0.64$0.65$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.28$0.74$0.63$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.06$0.17$0.43$0.34$0.09
2011Summary only. Only limited summary data is available for this year.$0.17$0.09$0.41$0.56$0.15