Civic Intelligence

Montgomery County Society for the Prevention of Cruelty to Animals

990 • Fiscal year 2019 • EIN 14-1383470

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 03, 2020

PO Box 484Amsterdam, NY 12010

(518) 842-8050

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • NTEE D • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • NTEE D • $500k-$1M nonprofits • Source year 2019

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2019 filings • NTEE D • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2019 filings • NTEE D • $500k-$1M nonprofits • Source year 2019

Asset Growth

69th percentile

25%

Faster asset growth than 69% of similar nonprofits.

2019 filings • NTEE D • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • NTEE D • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$965,692

Up $194,884 (+25%) from 2018

Net Assets

Up

$961,881

Up $202,893 (+27%) from 2018

Liabilities

Down

$3,811

Down $8,009 (-68%) from 2018

Revenue

Up

$512,974

Up $202,536 (+65%) from 2018

Expenses

Up

$311,713

Up $49,526 (+19%) from 2018

Net Income

Up

$201,261

Up $153,010 (+317%) from 2018

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 2010: $364,175Liabilities 2010: $1,265Net Assets 2010: $362,9102010Assets 2011: $371,622Liabilities 2011: $3,327Net Assets 2011: $368,2952011Assets 2012: $417,586Liabilities 2012: $3,563Net Assets 2012: $414,0232012Assets 2013: $439,450Liabilities 2013: $5,585Net Assets 2013: $433,8652013Assets 2014: $431,712Liabilities 2014: $5,945Net Assets 2014: $425,7672014Assets 2015: $520,055Liabilities 2015: $8,100Net Assets 2015: $511,9552015Assets 2016: $586,389Liabilities 2016: $7,708Net Assets 2016: $578,6812016Assets 2017: $718,577Liabilities 2017: $7,564Net Assets 2017: $711,0132017Assets 2018: $770,808Liabilities 2018: $11,820Net Assets 2018: $758,9882018Assets 2019: $965,692Liabilities 2019: $3,811Net Assets 2019: $961,8812019Assets 2020: $1,999,111Liabilities 2020: $6,263Net Assets 2020: $1,992,8482020Assets 2021: $2,221,619Liabilities 2021: $6,903Net Assets 2021: $2,214,7162021Assets 2022: $2,455,078Liabilities 2022: $8,229Net Assets 2022: $2,446,8492022Assets 2023: $2,704,835Liabilities 2023: $149,784Net Assets 2023: $2,555,0512023Assets 2024: $2,926,322Liabilities 2024: $14,200Net Assets 2024: $2,912,1222024

Highlighted filing

2019

Assets$965,692
Liabilities$3,811
Net Assets$961,881

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $188,6162010Expenses 2011: $219,4042011Revenue 2012: $236,569Expenses 2012: $190,841Net Income 2012: $45,7282012Revenue 2013: $217,521Expenses 2013: $197,679Net Income 2013: $19,8422013Revenue 2014: $217,589Expenses 2014: $225,688Net Income 2014: -$8,0992014Revenue 2015: $307,721Expenses 2015: $221,533Net Income 2015: $86,1882015Revenue 2016: $295,739Expenses 2016: $228,142Net Income 2016: $67,5972016Revenue 2017: $380,814Expenses 2017: $250,775Net Income 2017: $130,0392017Revenue 2018: $310,438Expenses 2018: $262,187Net Income 2018: $48,2512018Revenue 2019: $512,974Expenses 2019: $311,713Net Income 2019: $201,2612019Revenue 2020: $1,318,440Expenses 2020: $288,198Net Income 2020: $1,030,2422020Revenue 2021: $545,507Expenses 2021: $341,815Net Income 2021: $203,6922021Revenue 2022: $585,719Expenses 2022: $350,269Net Income 2022: $235,4502022Revenue 2023: $608,779Expenses 2023: $482,787Net Income 2023: $125,9922023Revenue 2024: $869,170Expenses 2024: $512,099Net Income 2024: $357,0712024

Highlighted filing

2019

Revenue$512,974
Expenses$311,713
Net Income$201,261
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 3, 2020
Return Version
2019v5.0
Gross Receipts
$512,974
Mission and Program Overview

Mission

To provide protection, care and shelter to homeless, abused and neglected animals in the montgomery county new york vicinity, and to promote public awareness about spaying and neutering, as well as proper pet care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$651,735$849,744▲ $198,009
Land, Buildings, and Equipment, Net$82,129$78,060▼ $4,069
Cash and Non-Interest-Bearing Accounts$29,687$28,994▼ $693
Investments in Publicly Traded Securities$7,257$8,894▲ $1,637
Total Assets$770,808$965,692▲ $194,884
Liabilities
Accounts Payable and Accrued Expenses$9,470$3,211▼ $6,259
Other Liabilities$2,350$600▼ $1,750
Total Liabilities$11,820$3,811▼ $8,009
Net Assets / Fund Balance
Net Assets With Donor Restrictions$287,221$828,329▲ $541,108
Net Assets Without Donor Restrictions$471,767$133,552▼ $338,215
Total Net Assets Fund Balance$758,988$961,881▲ $202,893
Total Liabilities and Net Assets / Fund Balance$770,808$965,692▲ $194,884

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$73,854$7,184$81,038
Buildings$4,001$45,664$49,665
Land$205-$205
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janice ZumboloPresident
Amy TollnerSecretary
Bethany Schumann-mcghee EsqSecretary
Maureen RossiTreasurer
Ann Marie BertuchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$394,541
Program Service Revenue
$116,298
Investment Income
$2,135
Other Revenue
$0
All Other Contributions
$282,041
Change in Net Assets
$201,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$512,974
Revenue Not Reported on Form 990
$1,637
Total Revenue per Audited Statements
$514,611
Total Revenue per Form 990
$512,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,655
Salaries, Compensation, and Employee Benefits$144,797
Total Fundraising Expense$28,755
Professional Fundraising Fees$16,261
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,515--$129,515
Fees for Services Professional Fundraising--$16,261$16,261
Payroll Taxes$15,282--$15,282
Occupancy$13,613$1,513-$15,126
All Other Expenses$272$7,310$348$7,930
Insurance$5,891$1,040-$6,931
Depreciation Depletion$4,069--$4,069
Fees for Services Accounting-$2,377-$2,377
Other Expenses$97,281$2,074$4,136$2,074
Travel$1,686--$1,686
Conferences and Meetings$1,035--$1,035
Total Functional Expenses$268,644$14,314$28,755$311,713

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$311,718
Expenses per Audited Statements$311,713
Total Expenses per Form 990$311,713
Expenses Not Reported on Form 990$5
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$16,261
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7A

Annual membership election

Form 990, Page 6, Part VI, Line 11B

ANNUAL BOARD REVIEW

Form 990, Page 6, Part VI, Line 12C

ANNUAL REVIEW

Form 990, Page 6, Part VI, Line 15A

ANNUAL BOARD REVIEW

Form 990, Page 6, Part VI, Line 15B

ANNUAL BOARD REVIEW

Form 990, Page 6, Part VI, Line 19

Per request, or nys attorney general's charities bureau website.

Filing and Contact Details

Filer

Filer Name
Montgomery County Spca
EIN
14-1383470
Phone
5188428050
Address
PO BOX 484, AMSTERDAM, NY 12010

Signing Officer

Name
Janice Zumbolo
Title
President
Phone
5188428050
Signed
2020-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Zumbolo
Formed
1904
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
10
Volunteers
36

Preparer

Firm
Philip Beckett CPA Pc
Address
132 E STATE STREET, GLOVERSVILLE, NY 12078
Preparer
Philip Beckett
Phone
5187737226
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide protection, care and shelter to homeless, abused and neglected animals in the montgomery county new york vicinity, and to promote public awareness about spaying and neutering, as well as proper pet care.

Form 990, Page 1, Part I, Line 6

Fundraising, animal and pet services

Form 990, Part XI, Line 9

ROUNDING -5

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

ROUNDING 5

Raw XML AppendixShowing 400 of 422 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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IRS990ScheduleD/LandGrp/BookValueAmt0205
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0205
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01637
IRS990ScheduleD/OtherExpensesIncludedAmt05
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt081038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
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IRS990ScheduleD/RevenueSubtotalAmt0512974
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING 5
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING, ANIMAL AND PET SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL MEMBERSHIP ELECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL BOARD REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL BOARD REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL BOARD REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PER REQUEST, OR NYS ATTORNEY GENERAL'S CHARITIES BUREAU WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING -5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0116298
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0965692
IRS990/TravelGrp/ProgramServicesAmt01686
IRS990/TravelGrp/TotalAmt01686
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MC-SPCA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE ZUMBOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05188428050
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY COUNTY SPCA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0141383470
ReturnHeader/Filer/PhoneNum05188428050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 484
ReturnHeader/Filer/USAddress/CityNm0AMSTERDAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.01$2.91$0.87$0.51$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.15$2.56$0.61$0.48$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.45$0.59$0.35$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.55$0.34$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$1.32$0.29$1.03
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.96$0.51$0.31$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.31$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.38$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.30$0.23$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.31$0.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.43$0.22$0.23$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.22$0.20$0.02
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.41$0.24$0.19$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.19