Civic Intelligence

Oswego University Foundation Inc

990 • Fiscal year 2014 • EIN 15-0543477

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 22, 2015

Organization ProfileWWW.OSWEGO.EDU/GIVING

View Organization Page

219 Sheldon Hall Suny Oswego13126

(315) 312-3003

Siviq Scores

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

Liabilities / Assets

28th percentile

0.07x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • NTEE B • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

43rd percentile

0.38x

Higher debt load relative to revenue than 43% of similar nonprofits.

2014 filings • NTEE B • $25M-$50M nonprofits • Source year 2014

Net Margin

79th percentile

33%

Higher net margin than 79% of similar nonprofits.

2014 filings • NTEE B • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

28th percentile

$145,008

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2014 filings • NTEE B • $25M-$50M nonprofits • Source year 2014

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2014 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$26,778,468

Up $3,469,516 (+15%) from 2013

Net Assets

Up

$25,013,182

Up $3,955,322 (+19%) from 2013

Liabilities

Down

$1,765,286

Down $485,806 (-22%) from 2013

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin79th percentile

Revenue

$4,615,908

No earlier filing loaded for comparison.

Expenses

Up

$3,114,012

Up $113,654 (+3.8%) from 2013

Net Income

$1,501,896

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$100M$50M$0Assets 2011: $15,762,959Liabilities 2011: $4,424,529Net Assets 2011: $11,338,4302011Assets 2012: $16,592,685Liabilities 2012: $4,320,488Net Assets 2012: $12,272,1972012Assets 2013: $23,308,952Liabilities 2013: $2,251,092Net Assets 2013: $21,057,8602013Assets 2014: $26,778,468Liabilities 2014: $1,765,286Net Assets 2014: $25,013,1822014Assets 2015: $30,474,205Liabilities 2015: $1,773,421Net Assets 2015: $28,700,7842015Assets 2016: $36,021,010Liabilities 2016: $978,808Net Assets 2016: $35,042,2022016Assets 2017: $40,387,070Liabilities 2017: $606,860Net Assets 2017: $39,780,2102017Assets 2018: $44,877,278Liabilities 2018: $716,380Net Assets 2018: $44,160,8982018Assets 2019: $47,690,472Liabilities 2019: $742,420Net Assets 2019: $46,948,0522019Assets 2020: $51,130,734Liabilities 2020: $694,634Net Assets 2020: $50,436,1002020Assets 2021: $63,676,396Liabilities 2021: $786,935Net Assets 2021: $62,889,4612021Assets 2022: $62,375,654Liabilities 2022: $603,079Net Assets 2022: $61,772,5752022Assets 2023: $69,375,479Liabilities 2023: $962,215Net Assets 2023: $68,413,2642023Assets 2024: $80,075,581Liabilities 2024: $953,677Net Assets 2024: $79,121,9042024

Highlighted filing

2014

Assets$26,778,468
Liabilities$1,765,286
Net Assets$25,013,182
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

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

$10M$5.0M$0Revenue 2011: $3,350,812Expenses 2011: $2,814,735Net Income 2011: $536,0772011Expenses 2012: $2,698,6302012Expenses 2013: $3,000,3582013Revenue 2014: $4,615,908Expenses 2014: $3,114,012Net Income 2014: $1,501,8962014Revenue 2015: $7,123,374Expenses 2015: $3,981,875Net Income 2015: $3,141,4992015Revenue 2016: $9,794,971Expenses 2016: $3,746,547Net Income 2016: $6,048,4242016Revenue 2017: $6,016,076Expenses 2017: $4,729,474Net Income 2017: $1,286,6022017Revenue 2018: $6,403,926Expenses 2018: $4,702,407Net Income 2018: $1,701,5192018Revenue 2019: $4,631,091Expenses 2019: $4,230,370Net Income 2019: $400,7212019Revenue 2020: $6,469,096Expenses 2020: $4,629,950Net Income 2020: $1,839,1462020Revenue 2021: $4,191,729Expenses 2021: $3,862,399Net Income 2021: $329,3302021Revenue 2022: $8,786,632Expenses 2022: $4,431,624Net Income 2022: $4,355,0082022Revenue 2023: $5,698,993Expenses 2023: $5,640,085Net Income 2023: $58,9082023Revenue 2024: $6,462,721Expenses 2024: $5,337,585Net Income 2024: $1,125,1362024

Highlighted filing

2014

Revenue$4,615,908
Expenses$3,114,012
Net Income$1,501,896
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 22, 2015
Return Version
2013v4.0
Gross Receipts
$7,724,336
Mission and Program Overview

Mission

Raise and manage private support to advance the mission of the state university of new york at oswego. Founded in 1947, the foundation was established to foster, encourage, promote and support the scientific, literary, educational and cultural purposes of suny oswego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,806,885$20,036,480▲ $3,229,595
Pledges and Grants Receivable$5,339,992$5,120,855▼ $219,137
Cash and Non-Interest-Bearing Accounts$959,651$1,430,920▲ $471,269
Land, Buildings, and Equipment, Net$92,202$92,202→ $0
Prepaid Expenses and Deferred Charges$2,670$7,243▲ $4,573
Total Assets$23,308,952$26,778,468▲ $3,469,516
Other Assets Total$107,552$90,768▼ $16,784
Liabilities
Tax Exempt Bond Liabilities$1,360,000$890,000▼ $470,000
Other Liabilities$330,593$373,273▲ $42,680
Escrow Account Liability$314,215$297,202▼ $17,013
Accounts Payable and Accrued Expenses$213,808$176,925▼ $36,883
Deferred Revenue$32,476$27,886▼ $4,590
Total Liabilities$2,251,092$1,765,286▼ $485,806
Net Assets / Fund Balance
Permanently Rstr Net Assets$12,971,163$14,208,832▲ $1,237,669
Temporarily Rstr Net Assets$9,118,119$11,504,100▲ $2,385,981
Unrestricted Net Assets$-1,031,422$-699,750▲ $331,672
Total Net Assets Fund Balance$21,057,860$25,013,182▲ $3,955,322
Total Liabilities and Net Assets / Fund Balance$23,308,952$26,778,468▲ $3,469,516

Asset Categories

AssetBook ValueDepreciationBasis
Land$92,202-$92,202
Other Securities$137,549--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$16,468,898$1,239,935▲ $2,189,991-$19,508,754
2012$9,980,898$5,489,467▲ $1,418,915-$16,468,898
2011$9,307,394$579,001▲ $320,355-$9,980,898
2010$7,617,253$349,204▲ $1,577,370-$9,307,394
2009$6,456,232$696,711▲ $701,686-$7,617,253
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kerry DorseyPresidentFT$145,008$145,008
Mary CanaleDirector of Major GiftsFT$122,459$122,459
Mark SlaytonDirector of FinanceFT$105,006$105,006

Board Members and Trustees

NameTitle
William SpinelliChair
Michael DurneyVice Chair
Bernie HendersonMember
Bob GarrettMember
COLLEEN O'LEARYMember
Colleen MurphyMember
Deborah F StanleyMember
Doreen MochrieMember
Gordon LenzMember
Harold MorseMember
Jack JamesMember
Joseph YacuraMember
Louis Borrelli JrMember
Mark BaumMember
Mark TryniskiMember
Peter MccarthyMember
Robert MoritzMember
Rose CraneMember
Steve DoranMember
Suzanne SackMember
Marcia Thompson-youngSecretary
Nick LyonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,429,421
Program Service Revenue
$0
Investment Income
$189,818
Other Revenue
$-3,331
All Other Contributions
$4,429,421
Change in Net Assets
$1,501,896

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$356,745Market Value
Total Noncash Contributions$356,745-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,615,908
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,641,882
Total Revenue per Audited Statements
$8,257,790
Total Revenue per Form 990
$4,615,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,301,255
Grants and Similar Amounts Paid$812,757
Total Fundraising Expense$171,301
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$662,757--$662,757
Grants to Domestic Orgs$150,000--$150,000
Information Technology-$40,342$32,974$73,316
Travel-$36,148$21,458$57,606
Office Expenses-$12,969$30,761$43,730
Interest$27,863--$27,863
All Other Expenses-$18,781$3,680$22,461
Fees for Services Accounting-$20,678-$20,678
Depreciation Depletion-$16,784-$16,784
Other Expenses$1,515,473$13,985$39,052$13,985
Fees for Services Legal-$11,043-$11,043
Insurance-$9,589-$9,589
Total Functional Expenses$2,356,093$586,618$171,301$3,114,012

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,302,468
Expenses per Audited Statements$3,114,012
Total Expenses per Form 990$3,114,012
Expenses Not Reported on Form 990$1,188,456
Expenses Not Reported on Financial Statements$0
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
Due to Oswego Alumni Association, Inc.$299,093
Annuity Obligations$74,180

Bond Issues

BondIssuerIssuedIssue PricePurpose
A16-13633852003-12-01$5,185,000Finance a portion of the acquisition and construction of building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,185,000--$182,615

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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
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 11

“The draft copy of the 990 is reviewed and approved by the audit and finance committee and distributed to the board prior to filing.”

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

“Conflict of interest questionnaires are completed and reviewed annually.”

Form 990, Part VI, Section B, Line 15

“As the foundation does not have any direct payroll and all executive staff of the foundation are employee's of the state of new york whose wages are contributed to the foundation, no specific foundation policy or procedure exists. These staff members are evaluated annually by their respective new york state supervisors under any applicable personnel policies and/or union agreements.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

EIN
15-0543477
Phone
3153123003

Signing Officer

Name
Kerry Dorsey
Title
President
Phone
3153123003
Signed
2015-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Dorsey
Formed
1947
Legal Domicile
Ny
Voting Board Members
23
Independent Board Members
20
Employees
0
Volunteers
200

Preparer

Preparer
Bettina Lipphardt
Phone
3152147575
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit committee is responsible for recommending an independent accountant to the board. The board reviews and approves the audit committee's recommendation. The audit committee oversees the audit process and meets with the auditors to review their work.”

Financial Statement Notes

PART IV, LINE 2B:

“The foundation manages the endowment assets of an unrelated charitable foundation. These assets provide scholarships for students at suny oswego.”

PART X, LINE 2:

“For tax-exempt entities, their tax-exempt status itself is deemed to be an uncertainty, since events could potentially occur to jeopardize their tax-exempt status. As of june 30, 2014, the foundation does not have a liability for unrecognized tax benefits. The foundation files income tax returns in the u.s. Federal jurisdiction and new york state. The foundation is generally no longer subject to u.s. Federal and state income tax examinations by tax authorities for years before 2011.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF MAJOR GIFTS
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IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05896
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0662757
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt040342
IRS990/InformationTechnologyGrp/TotalAmt073316
IRS990/InsuranceGrp/ManagementAndGeneralAmt09589
IRS990/InsuranceGrp/TotalAmt09589
IRS990/InterestGrp/ProgramServicesAmt027863
IRS990/InterestGrp/TotalAmt027863
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IRS990/IRPDocumentCnt077
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt092202
IRS990/LandBldgEquipCostOrOtherBssAmt092202
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03108428
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0RAISE AND MANAGE PRIVATE SUPPORT TO ADVANCE THE MISSION OF THE STATE UNIVERSITY OF NEW YORK AT OSWEGO. FOUNDED IN 1947, THE FOUNDATION WAS ESTABLISED TO FOSTER, ENCOURAGE, PROMOTE AND SUPPORT THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CULTURAL PURPOSES OF SUNY OSWEGO.
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05896
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05896
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02453426
IRS990/NoncashContributionsAmt0356745
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt030761
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012969
IRS990/OfficeExpensesGrp/TotalAmt043730
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2EVENTS AND STEWARDSHIP
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0350952
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt155347
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213985
IRS990/OtherExpensesGrp/ProgramServicesAmt01515473
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IRS990/OtherExpensesGrp/TotalAmt1394328
IRS990/OtherExpensesGrp/TotalAmt294399
IRS990/OtherExpensesGrp/TotalAmt313985
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IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT THE OPERATING BUDGET OF THE OSWEGO ALUMNI ASSOCIATION, INC.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CAMPUS CAPITAL PROJECTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc1MISCELLANEOUS ACTIVITIES
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0-3331
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,778,468
Liabilities
$1,765,286
Net assets
$25,013,182
Revenue
$4,615,908
Expenses
$3,114,012
Net income
$1,501,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.1$0.95$79.1$6.46$5.34$1.13
2023Detailed filing. Detailed filing data is available for this year.$69.4$0.96$68.4$5.70$5.64$0.06
2022Detailed filing. Detailed filing data is available for this year.$62.4$0.60$61.8$8.79$4.43$4.36
2021Detailed filing. Detailed filing data is available for this year.$63.7$0.79$62.9$4.19$3.86$0.33
2020Detailed filing. Detailed filing data is available for this year.$51.1$0.69$50.4$6.47$4.63$1.84
2019Detailed filing. Detailed filing data is available for this year.$47.7$0.74$46.9$4.63$4.23$0.40
2018Detailed filing. Detailed filing data is available for this year.$44.9$0.72$44.2$6.40$4.70$1.70
2017Detailed filing. Detailed filing data is available for this year.$40.4$0.61$39.8$6.02$4.73$1.29
2016Detailed filing. Detailed filing data is available for this year.$36.0$0.98$35.0$9.79$3.75$6.05
2015Detailed filing. Detailed filing data is available for this year.$30.5$1.77$28.7$7.12$3.98$3.14
2014Detailed filing. Detailed filing data is available for this year.$26.8$1.77$25.0$4.62$3.11$1.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$2.25$21.1$3.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$4.32$12.3$2.70
2011Summary only. Only limited summary data is available for this year.$15.8$4.42$11.3$3.35$2.81$0.54