Civic Intelligence

Operation Oswego County Foundation Inc.

990EZ • Fiscal year 2017 • EIN 13-4265021

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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

73rd percentile

0.20x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • NTEE S30 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • NTEE S30 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2017 filings • NTEE S30 • <$500k nonprofits • Source year 2017

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2017 filings • NTEE S30 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2017 filings • NTEE S30 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

19%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • NTEE S30 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$84,014

Down $11,353 (-12%) from 2016

Net Assets

Up

$67,139

Up $14,467 (+27%) from 2016

Liabilities

Down

$16,875

Down $25,820 (-60%) from 2016

Revenue

Up

$62,474

Up $10,062 (+19%) from 2016

Expenses

Up

$44,427

Up $3,704 (+9.1%) from 2016

Net Income

Up

$18,047

Up $6,358 (+54%) from 2016

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

2017

Assets$84,014
Liabilities$16,875
Net Assets$67,139

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

2017

Revenue$62,474
Expenses$44,427
Net Income$18,047
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$62,474
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-$44,427
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA BATEMANPresident-$0--
ERIC BEHLINGSecretary-$0--
ELLEN HOLSTVice Pres-$0--
MICHAEL QUENVILLETreasurer-$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
Barbara Bateman
Title
President
Phone
3153431545
Signed
2018-11-07
Discuss with paid preparer
No

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 195

Description of other expenses Part I line 16

Description AmountADVERTISING 35,116BANK CHARGES 31SPONSORSHIP EXPENSES 3,452MEETINGS OTHER EXPENSES 138OFFICE EQUIPMENT AND SUPPLIES 712

Other changes in net assets or fund balances Part I line 20

Description AmountACCTS PAY 2016 NOT REPORTED 2016 (3,580)

Description of total liabilities Part II line 26

Category Beginning of Year End of YearACCOUNTS PAYABLE 2,195 2,375NEXT GREAT IDEA PROJECT 2017 25,000 0AWARD PAYABLE NEXT GREAT IDEA 15,500 14,500

Raw XML Appendix183 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL QUENVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4L MICHAEL TREADWELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-3580
IRS990EZ/OtherExpensesTotalAmt039449
IRS990EZ/OtherRevenueTotalAmt0195
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ECONOMIC JOB DEVEL OSWEGO COUNTY
IRS990EZ/PrintingPublicationsPostageAmt02040
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044427
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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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 195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADVERTISING 35,116BANK CHARGES 31SPONSORSHIP EXPENSES 3,452MEETINGS OTHER EXPENSES 138OFFICE EQUIPMENT AND SUPPLIES 712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountACCTS PAY 2016 NOT REPORTED 2016 (3,580)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearACCOUNTS PAYABLE 2,195 2,375NEXT GREAT IDEA PROJECT 2017 25,000 0AWARD PAYABLE NEXT GREAT IDEA 15,500 14,500
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/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03153431545
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ReturnHeader/Filer/EIN0134265021
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ReturnHeader/Filer/USAddress/CityNm0Oswego
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ReturnHeader/FilingSecurityInformation/IPTm023:53:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161161770
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ReturnHeader/ReturnTs02018-11-12T23:51:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
2017Detailed filing. Detailed filing data is available for this year.$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