Civic Intelligence

Montgomery County Office for the Aging Inc.

990 • Fiscal year 2017 • EIN 14-1792216

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 31, 2017

Organization ProfileN/A
135 Guy Park AveAmsterdam, NY 12010

(518) 843-2300

Siviq Scores

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

Liabilities / Assets

71st percentile

0.42x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • NTEE P • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.26x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • NTEE P • $1M-$5M nonprofits • Source year 2017

Net Margin

60th percentile

4.6%

Higher net margin than 60% of similar nonprofits.

2017 filings • NTEE P • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$61,500

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • NTEE P • $1M-$5M nonprofits • Source year 2017

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2017 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

7.6%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,070,192

Up $80,556 (+8.1%) from 2016

Net Assets

Up

$623,363

Up $77,421 (+14%) from 2016

Liabilities

Up

$446,829

Up $3,135 (+0.7%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin60th percentile

Revenue

Up

$1,694,757

Up $120,113 (+7.6%) from 2016

Expenses

Up

$1,617,127

Up $125,267 (+8.4%) from 2016

Net Income

Down

$77,630

Down $5,154 (-6.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $937,224Liabilities 2011: $543,430Net Assets 2011: $393,7942011Assets 2012: $904,965Liabilities 2012: $611,539Net Assets 2012: $293,4262012Assets 2013: $870,518Liabilities 2013: $537,280Net Assets 2013: $333,2382013Assets 2014: $841,422Liabilities 2014: $471,806Net Assets 2014: $369,6162014Assets 2015: $995,844Liabilities 2015: $532,494Net Assets 2015: $463,3502015Assets 2016: $989,636Liabilities 2016: $443,694Net Assets 2016: $545,9422016Assets 2017: $1,070,192Liabilities 2017: $446,829Net Assets 2017: $623,3632017Assets 2018: $1,086,080Liabilities 2018: $419,881Net Assets 2018: $666,1992018Assets 2019: $1,098,435Liabilities 2019: $239,375Net Assets 2019: $859,0602019Assets 2020: $1,407,270Liabilities 2020: $479,086Net Assets 2020: $928,1842020Assets 2021: $1,349,396Liabilities 2021: $404,576Net Assets 2021: $944,8202021Assets 2022: $1,549,591Liabilities 2022: $447,472Net Assets 2022: $1,102,1192022Assets 2023: $1,679,536Liabilities 2023: $490,499Net Assets 2023: $1,189,0372023Assets 2024: $1,742,551Liabilities 2024: $512,315Net Assets 2024: $1,230,2362024Assets 2025: $2,187,167Liabilities 2025: $785,862Net Assets 2025: $1,401,3052025

Highlighted filing

2017

Assets$1,070,192
Liabilities$446,829
Net Assets$623,363
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2011: $1,563,3182011Expenses 2012: $1,523,1622012Expenses 2013: $1,367,0072013Revenue 2014: $1,454,912Expenses 2014: $1,418,362Net Income 2014: $36,5502014Revenue 2015: $1,458,463Expenses 2015: $1,364,556Net Income 2015: $93,9072015Revenue 2016: $1,574,644Expenses 2016: $1,491,860Net Income 2016: $82,7842016Revenue 2017: $1,694,757Expenses 2017: $1,617,127Net Income 2017: $77,6302017Revenue 2018: $1,682,432Expenses 2018: $1,639,478Net Income 2018: $42,9542018Revenue 2019: $1,974,309Expenses 2019: $1,783,427Net Income 2019: $190,8822019Revenue 2020: $2,031,536Expenses 2020: $1,958,706Net Income 2020: $72,8302020Revenue 2021: $2,125,770Expenses 2021: $2,120,077Net Income 2021: $5,6932021Revenue 2022: $2,191,698Expenses 2022: $2,030,421Net Income 2022: $161,2772022Revenue 2023: $2,230,392Expenses 2023: $2,148,394Net Income 2023: $81,9982023Revenue 2024: $2,177,680Expenses 2024: $2,143,165Net Income 2024: $34,5152024Revenue 2025: $2,412,592Expenses 2025: $2,243,901Net Income 2025: $168,6912025

Highlighted filing

2017

Revenue$1,694,757
Expenses$1,617,127
Net Income$77,630
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$1,694,757
Mission and Program Overview

Mission

To serve the community by assisting the aging to maintain their independence with dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$450,420$419,984▼ $30,436
Accounts Receivable$196,008$381,439▲ $185,431
Savings and Temporary Cash Investments$165,659$83,835▼ $81,824
Cash and Non-Interest-Bearing Accounts$40,096$47,481▲ $7,385
Total Assets$989,636$1,070,192▲ $80,556
Other Assets Total$137,453$137,453→ $0
Liabilities
Deferred Revenue$100,069$186,556▲ $86,487
Mortgage Notes Payable Secured by Investment Property$234,132$174,582▼ $59,550
Accounts Payable and Accrued Expenses$109,493$85,691▼ $23,802
Total Liabilities$443,694$446,829▲ $3,135
Net Assets / Fund Balance
Temporarily Rstr Net Assets$343,832$447,192▲ $103,360
Unrestricted Net Assets$202,110$176,171▼ $25,939
Total Net Assets Fund Balance$545,942$623,363▲ $77,421
Total Liabilities and Net Assets / Fund Balance$989,636$1,070,192▲ $80,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$291,014$322,552$613,566
Equipment$117,640$148,769$266,409
Land$70,486-$70,486
Other Land Buildings$-59,156$59,156-
Other Assets Org$137,453--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David JordanExecutive DiFT$61,500$61,500

Board Members and Trustees

NameTitle
William WinsmanPresident
Dolores PartykaDirector
Dorothy SavareseDirector
Joan ConboyDirector
Kirsten DunnDirector
Lynn Van EpsDirector
Michael WancewiczDirector
Ted MadejDirector
Thomas SorberoDirector
Barbara WoolDirector Eme
Donald MasseyDirector Eme
Michael AmatoDirector Eme
Roberta WinsmanDirector Eme
Thomas MickleDirector Eme
Nancy VertucciSecretary
Ron DievendorfTreasurer
Vincent RossiVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Trinity Services GroupFood Service62836 COLLECTION CENTER DRIVE, Chicago, IL 60693$482,424
Revenue and Support

Revenue Composition

Contributions and Grants
$1,638,519
Program Service Revenue
$49,615
Investment Income
$6,623
Other Revenue
$0
All Other Contributions
$336,162
Change in Net Assets
$77,630

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 AmountValuation Method
Other Non Cash Contri Table100$99,735Estimated Market Value
Total Noncash Contributions100$99,735-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,694,757
Total Revenue per Audited Statements
$1,694,757
Total Revenue per Form 990
$1,694,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,078,514
Salaries, Compensation, and Employee Benefits$538,613
Total Fundraising Expense$24,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$382,102--$382,102
Payroll Taxes$95,011--$95,011
Current Officers, Directors, Trustees, and Key Employees$19,540$41,960-$61,500
All Other Expenses$29,201-$24,667$53,868
Occupancy$53,868--$53,868
Depreciation Depletion$43,520--$43,520
Advertising$32,301--$32,301
Office Expenses$8,960$15,991-$24,951
Insurance$11,867--$11,867
Fees for Services Accounting-$9,900-$9,900
Other Expenses$7,303--$7,303
Conferences and Meetings$3,187--$3,187
Interest$1,780--$1,780
Travel$1,499--$1,499
Total Functional Expenses$1,524,609$67,851$24,667$1,617,127

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,617,298
Total Expenses per Form 990$1,617,127
Expenses per Audited Statements$1,617,125
Expenses Not Reported on Form 990$173
Expenses Not Reported on Financial Statements$2
Other Expense Adjustments$2
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
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 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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Montgomery county office for aging, inc. Sole member”

Form 990, Page 6, Part VI, Line 7A

“Annual election of directors by membership”

Form 990, Page 6, Part VI, Line 7B

“All decisions are subject to approval by the sole member montgomery county office for aging, inc.”

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

“Board provided with copy of form 990”

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

“Board regularly reviews potential conflicts”

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

“Any compensation subject to board review and approval.”

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

“Any compensation subject to board review and approval.”

Form 990, Page 6, Part VI, Line 19

“Upon request, and financial statements available on nys attorney general's charities bureau website”

Filing and Contact Details

Filer

Filer Name
Montgomery County Office for Aging
EIN
14-1792216
Phone
5188432300
Address
135 GUY PARK AVE, AMSTERDAM, NY 12010

Signing Officer

Name
David Jordan
Title
Executive Director
Phone
5188432300
Signed
2017-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Jordan
Formed
1996
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
13
Employees
12
Volunteers
87

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, Part XI, Line 9

“Book / tax depreciation difference -171 rounding -38 total -209”

Financial Statement Notes

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

“Book / tax depreciation difference 173”

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

“ROUNDING 2”

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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/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR EME
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR EME
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR EME
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR EME
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IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SERVE THE COMMUNITY BY ASSISTING THE AGING TO MAINTAIN THEIR INDEPENDENCE WITH DIGNITY.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt08960
IRS990/OfficeExpensesGrp/TotalAmt024951
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/TotalAmt095011
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID JORDAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FIDELIS
IRS990/ProgramServiceRevenueGrp/Desc1EISEP CLIENT CHECKS
IRS990/ProgramServiceRevenueGrp/Desc2SPLASH FOR CASH
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01501740
IRS990/PYExcessBenefitTransInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01369566
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0148769
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt070486
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT MCOFA FOUNDATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK / TAX DEPRECIATION DIFFERENCE 173
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,070,192
Liabilities
$446,829
Net assets
$623,363
Revenue
$1,694,757
Expenses
$1,617,127
Net income
$77,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.79$1.40$2.41$2.24$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.51$1.23$2.18$2.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.49$1.19$2.23$2.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.45$1.10$2.19$2.03$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.40$0.94$2.13$2.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.48$0.93$2.03$1.96$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.24$0.86$1.97$1.78$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.42$0.67$1.68$1.64$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.45$0.62$1.69$1.62$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.44$0.55$1.57$1.49$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.53$0.46$1.46$1.36$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.47$0.37$1.45$1.42$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.54$0.33$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.61$0.29$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.54$0.39$1.56