Civic Intelligence

Plattsburgh College Foundation Inc

EIN 14-1484644 • 501(c)3 • Plattsburgh, NY

Profile

Plattsburgh college foundation, inc. Was established in 1963 to receive and manage substantially all private gifts to the state university of new york college at plattsburgh. A significant amount of funds raised from private contributions and generated from endowment investments is designated for financial assistance for the college's students. In addition, the foundation provides support for academic and student life enrichment programs and other institutional support.

101 Broad Street 107 Hawkins HallPlattsburgh, NY 12901

alumni.plattsburgh.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

23rd percentile

0.09x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

5.5%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$43,415,969

Up $2,252,449 (+5.5%) from 2024

Liabilities

Down

$359,803

Down $1,077,511 (-75%) from 2024

Net Assets

Up

$43,056,166

Up $3,329,960 (+8.4%) from 2024

Operations
Liabilities / Revenue23rd percentileNet Margin72nd percentile

Revenue

Up

$4,032,470

Up $590,808 (+17%) from 2024

Expenses

Down

$3,345,288

Down $2,158,101 (-39%) from 2024

Net Income

Up

$687,182

Up $2,748,909 (+133%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $18,173,365Liabilities 2011: $208,500Net Assets 2011: $17,964,8652011Assets 2012: $17,532,890Liabilities 2012: $173,713Net Assets 2012: $17,359,1772012Assets 2013: $19,180,878Liabilities 2013: $201,741Net Assets 2013: $18,979,1372013Assets 2014: $22,490,800Liabilities 2014: $189,592Net Assets 2014: $22,301,2082014Assets 2015: $22,426,885Liabilities 2015: $169,063Net Assets 2015: $22,257,8222015Assets 2016: $22,420,303Liabilities 2016: $186,574Net Assets 2016: $22,233,7292016Assets 2017: $24,442,074Liabilities 2017: $121,839Net Assets 2017: $24,320,2352017Assets 2018: $25,740,171Liabilities 2018: $122,158Net Assets 2018: $25,618,0132018Assets 2019: $28,331,662Liabilities 2019: $147,340Net Assets 2019: $28,184,3222019Assets 2020: $28,061,045Liabilities 2020: $116,477Net Assets 2020: $27,944,5682020Assets 2021: $35,447,207Liabilities 2021: $272,261Net Assets 2021: $35,174,9462021Assets 2022: $36,656,468Liabilities 2022: $323,071Net Assets 2022: $36,333,3972022Assets 2023: $39,342,840Liabilities 2023: $406,302Net Assets 2023: $38,936,5382023Assets 2024: $41,163,520Liabilities 2024: $1,437,314Net Assets 2024: $39,726,2062024Assets 2025: $43,415,969Liabilities 2025: $359,803Net Assets 2025: $43,056,1662025

Highlighted filing

2025

Assets$43,415,969
Liabilities$359,803
Net Assets$43,056,166
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,607,814Expenses 2011: $1,454,539Net Income 2011: $1,153,2752011Revenue 2012: $1,697,536Expenses 2012: $1,727,024Net Income 2012: -$29,4882012Expenses 2013: $1,689,9912013Revenue 2014: $3,509,979Expenses 2014: $1,795,229Net Income 2014: $1,714,7502014Revenue 2015: $2,677,158Expenses 2015: $2,093,229Net Income 2015: $583,9292015Revenue 2016: $2,731,192Expenses 2016: $2,323,042Net Income 2016: $408,1502016Revenue 2017: $4,182,142Expenses 2017: $3,631,731Net Income 2017: $550,4112017Revenue 2018: $3,081,319Expenses 2018: $2,388,632Net Income 2018: $692,6872018Revenue 2019: $5,007,991Expenses 2019: $2,853,919Net Income 2019: $2,154,0722019Revenue 2020: $2,925,204Expenses 2020: $2,703,749Net Income 2020: $221,4552020Revenue 2021: $3,539,122Expenses 2021: $2,045,119Net Income 2021: $1,494,0032021Revenue 2022: $8,457,454Expenses 2022: $2,288,854Net Income 2022: $6,168,6002022Revenue 2023: $4,297,455Expenses 2023: $2,933,888Net Income 2023: $1,363,5672023Revenue 2024: $3,441,662Expenses 2024: $5,503,389Net Income 2024: -$2,061,7272024Revenue 2025: $4,032,470Expenses 2025: $3,345,288Net Income 2025: $687,1822025

Highlighted filing

2025

Revenue$4,032,470
Expenses$3,345,288
Net Income$687,182
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,415,969
Liabilities
$359,803
Net assets
$43,056,166
Revenue
$4,032,470
Expenses
$3,345,288
Net income
$687,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.4$0.36$43.1$4.03$3.35$0.69
2024Detailed filing. Detailed filing data is available for this year.$41.2$1.44$39.7$3.44$5.50$2.06
2023Detailed filing. Detailed filing data is available for this year.$39.3$0.41$38.9$4.30$2.93$1.36
2022Detailed filing. Detailed filing data is available for this year.$36.7$0.32$36.3$8.46$2.29$6.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$0.27$35.2$3.54$2.05$1.49
2020Detailed filing. Detailed filing data is available for this year.$28.1$0.12$27.9$2.93$2.70$0.22
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.15$28.2$5.01$2.85$2.15
2018Detailed filing. Detailed filing data is available for this year.$25.7$0.12$25.6$3.08$2.39$0.69
2017Detailed filing. Detailed filing data is available for this year.$24.4$0.12$24.3$4.18$3.63$0.55
2016Detailed filing. Detailed filing data is available for this year.$22.4$0.19$22.2$2.73$2.32$0.41
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.17$22.3$2.68$2.09$0.58
2014Detailed filing. Detailed filing data is available for this year.$22.5$0.19$22.3$3.51$1.80$1.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.20$19.0$1.69
2012Summary only. Only limited summary data is available for this year.$17.5$0.17$17.4$1.70$1.73$0.03
2011Summary only. Only limited summary data is available for this year.$18.2$0.21$18.0$2.61$1.45$1.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$5,144,691
Mission and Program Overview

Mission

The plattsburgh college foundation is operated for the benefit of the state university of new york at plattsburgh.

Plattsburgh college foundation, inc. Was established in 1963 to receive and manage substantially all private gifts to the state university of new york college at plattsburgh. A significant amount of funds raised from private contributions and generated from endowment investments is designated for financial assistance for the college's students. In addition, the foundation provides support for academic and student life enrichment programs and other institutional support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,707,157$37,045,992▲ $4,338,835
Cash and Non-Interest-Bearing Accounts$3,565,539$1,674,683▼ $1,890,856
Pledges and Grants Receivable$1,117,717$1,085,691▼ $32,026
Investments Other Securities$1,134,693$928,647▼ $206,046
Accounts Receivable$143,872$69,273▼ $74,599
Land, Buildings, and Equipment, Net$34,482$34,482→ $0
Prepaid Expenses and Deferred Charges$12,099$32,945▲ $20,846
Total Assets$41,163,520$43,415,969▲ $2,252,449
Other Assets Total$2,447,961$2,544,256▲ $96,295
Liabilities
Other Liabilities$285,315$274,442▼ $10,873
Accounts Payable and Accrued Expenses$1,151,999$85,361▼ $1,066,638
Total Liabilities$1,437,314$359,803▼ $1,077,511
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,408,234$40,014,132▲ $1,605,898
Net Assets Without Donor Restrictions$1,317,972$3,042,034▲ $1,724,062
Total Net Assets Fund Balance$39,726,206$43,056,166▲ $3,329,960
Total Liabilities and Net Assets / Fund Balance$41,163,520$43,415,969▲ $2,252,449

Asset Categories

AssetBook ValueDepreciationBasis
Land$34,482-$34,482
Other Assets Org$2,006,927--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$30,379,271$517,752▲ $4,183,871$1,386,717$33,694,717
2023$27,303,715$673,548▲ $3,664,899$1,262,891$30,379,271
2022$25,521,413$681,757▲ $2,352,719$1,252,174$27,303,715
2021$28,743,057$1,019,412▼ $3,120,794$1,120,262$25,521,413
2020$21,935,756$902,825▲ $6,468,819$564,343$28,743,057
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Henry CasazzaPresident
Peter GerneyFirst Vice President
Thomas HermesSecond Vice President
Catherine KeleherDirector
Cerise G ObermanDirector
Christina GerardiDirector
Cindy KanskyDirector
Danielle KingDirector
Dr Alexander EnyediDirector
Gary StevensDirector
Henry LeavittDirector
Jody L CarpenterDirector
Joseph TolliverDirector
Kalema GoodingDirector
Lawrence UnreinDirector
Megan RenadetteDirector
Michele CarpentierDirector
Neville E StrumpfDirector
Randall G GiltzDirector
Rick GeoffroyDirector
Robert S AiroDirector
Robert Schofield Iv EsqDirector
Ronald BrunellDirector
Thomas J SkeaDirector
Thomas R KearneyDirector
William LaundryDirector
William MeyersDirector
Gordon MuirSecretary
Kathleen E KirleisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,163,610
Program Service Revenue
$0
Investment Income
$1,847,916
Other Revenue
$20,944
All Other Contributions
$2,163,610
Change in Net Assets
$687,182

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1,983$182,474
Total Noncash Contributions1,983$182,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,031,568
Other Expenses$1,313,720
Total Fundraising Expense$125,079
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,031,568--$2,031,568
Fees for Services Other$205,244$111,465-$316,709
Travel$99,274-$24,649$123,923
Other Expenses$107,754$1,133$11,141$107,754
Office Expenses$19,774-$48,563$68,337
Information Technology$17,845$3,654$16,649$38,148
Depreciation Depletion-$25,000-$25,000
Advertising--$24,077$24,077
Insurance$1,702$2,913-$4,615
Total Functional Expenses$3,076,044$144,165$125,079$3,345,288
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payment Liability$274,442
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Section B, Line 11B

“Form 990 is reviewed by management, the president, and the treasurer prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation requires completion of additional disclosure statements whenever a new or potential conflict of interest arises. The president of the foundation's board of directors shall approve the disclosure forms except for his/her own, which shall be approved by the first vice president. Cumulative annual transactions of $5,000 involving related or affiliated individuals require board approval. The board then has the authority to remove individuals that do not comply with the policy.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents and conflict of interest policy available upon request. Copies of financial statements are available at the college library.”

Filing and Contact Details

Filer

Filer Name
Plattsburgh College Foundation Inc
EIN
14-1484644
Phone
5185642090
Address
101 BROAD STREET 107 HAWKINS HALL, PLATTSBURGH, NY 12901

Signing Officer

Name
Anne W Hansen
Title
Executive Director
Phone
5185642090
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne W Hansen
Formed
1964
Legal Domicile
Ny
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
100 CORPORATE PKWY, AMHERST, NY 14226
Preparer
Mark Perez
Phone
7162506600
Supplemental Narrative

Additional Explanations

Form 990. Part XII, Line 2C

“The foundation has not changed its oversight or selection process during the year.”

Financial Statement Notes

PART III, LINE 1A:

“The foundation's collections, which have been acquired through purchases and contributions since the foundation's inception, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as decreases in net assets without donor restrictions in the year in which the items are acquired or as decreases in net assets with donor restrictions, if the assets used to purchase the items are restricted by donors. Proceeds from deaccessions and insurance recoveries are reflected as increases in the appropriate net asset class.”

PART V LINE IV:

“Endowment investments are designated for financial assistance for the college's students. In addition, the foundation provides support for academic and student life enrichment programs and other institutional support.”

Raw XML AppendixShowing 400 of 661 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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IRS990/ActivityOrMissionDesc0PLATTSBURGH COLLEGE FOUNDATION, INC. WAS ESTABLISHED IN 1963 TO RECEIVE AND MANAGE SUBSTANTIALLY ALL PRIVATE GIFTS TO THE STATE UNIVERSITY OF NEW YORK COLLEGE AT PLATTSBURGH. A SIGNIFICANT AMOUNT OF FUNDS RAISED FROM PRIVATE CONTRIBUTIONS AND GENERATED FROM ENDOWMENT INVESTMENTS IS DESIGNATED FOR FINANCIAL ASSISTANCE FOR THE COLLEGE'S STUDENTS. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT FOR ACADEMIC AND STUDENT LIFE ENRICHMENT PROGRAMS AND OTHER INSTITUTIONAL SUPPORT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
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IRS990/MissionDesc0PLATTSBURGH COLLEGE FOUNDATION, INC. WAS ESTABLISHED IN 1963 TO RECEIVE AND MANAGE SUBSTANTIALLY ALL PRIVATE GIFTS TO THE STATE UNIVERSITY OF NEW YORK COLLEGE AT PLATTSBURGH. A SIGNIFICANT AMOUNT OF FUNDS RAISED FROM PRIVATE CONTRIBUTIONS AND GENERATED FROM ENDOWMENT INVESTMENTS IS DESIGNATED FOR FINANCIAL ASSISTANCE FOR THE COLLEGE'S STUDENTS. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT FOR ACADEMIC AND STUDENT LIFE ENRICHMENT PROGRAMS AND OTHER INSTITUTIONAL SUPPORT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDES SUPPORT FOR ACADEMIC DEPARTMENTS AND PROGRAMS OF THE UNIVERSITY. THE SUPPORT INCLUDES THE PURCHASE OF ACADEMIC EQUIPMENT, SUPPORT FOR SALARIES PAID BY THE UNIVERSITY, TRAVEL TO CONFERENCES AND OTHER PROFESSIONAL DEVELOPMENT ACTIVITIES AND VARIOUS OTHER ACTIVITIES THAT ENHANCE THE VIBRANCY OF THE ACADEMIC PROGRAMS OFFERED BY THE UNIVERSITY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION PROVIDES SUPPORT FOR STUDENT FOCUSED DEPARTMENTS AND PROGRAMS OF THE UNIVERSITY INCLUDING ATHLETICS, STUDENT LEADERSHIP OPPORTUNITIES AND THE LIKE. THE SUPPORT COMES IN THE FORM OF FUNDS FOR EQUIPMENT, TRAVEL, MARKETING MATERIALS, EVENTS AND ASSISTANCE TO STUDENTS IN CRISIS, AND OTHER ACTIVITIES WHICH ENRICH THE OVERALL STUDENT EXPERIENCE.
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