Civic Intelligence

The Sunset Home of Utica Foundation

EIN 16-1562929 • 501(c)3 • New Hartford, NY

Profile

To assist in charitable activities for senior housing

118 Genesee StreetNew Hartford, NY 13413

n/A

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE L • <$500k nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE L • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-5047%

Higher net margin than 2% of similar nonprofits.

NTEE L • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE L • <$500k nonprofits • Source year 2025

Asset Growth

6th percentile

-98%

Faster asset growth than 6% of similar nonprofits.

NTEE L • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-88%

Faster revenue growth than 9% of similar nonprofits.

NTEE L • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$20,458

Down $929,802 (-98%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$20,458

Down $929,802 (-98%) from 2024

Revenue

Down

$18,132

Down $137,913 (-88%) from 2024

Expenses

Up

$933,291

Up $760,886 (+441%) from 2024

Net Income

Down

-$915,159

Down $898,799 (-5494%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $520,924Liabilities 2011: $0Net Assets 2011: $520,9242011Assets 2012: $616,117Liabilities 2012: $0Net Assets 2012: $616,1172012Assets 2013: $705,714Liabilities 2013: $0Net Assets 2013: $705,7142013Assets 2014: $774,035Liabilities 2014: $0Net Assets 2014: $774,0352014Assets 2015: $739,609Liabilities 2015: $0Net Assets 2015: $739,6092015Assets 2016: $772,323Liabilities 2016: $0Net Assets 2016: $772,3232016Assets 2017: $852,934Liabilities 2017: $0Net Assets 2017: $852,9342017Assets 2018: $896,015Liabilities 2018: $0Net Assets 2018: $896,0152018Assets 2019: $893,218Liabilities 2019: $0Net Assets 2019: $893,2182019Assets 2020: $965,737Liabilities 2020: $0Net Assets 2020: $965,7372020Assets 2021: $1,121,783Liabilities 2021: $0Net Assets 2021: $1,121,7832021Assets 2022: $874,727Liabilities 2022: $0Net Assets 2022: $874,7272022Assets 2023: $926,425Liabilities 2023: $0Net Assets 2023: $926,4252023Assets 2024: $950,260Liabilities 2024: $0Net Assets 2024: $950,2602024Assets 2025: $20,458Liabilities 2025: $0Net Assets 2025: $20,4582025

Highlighted filing

2025

Assets$20,458
Liabilities$0
Net Assets$20,458

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $26,320Expenses 2011: $10,576Net Income 2011: $15,7442011Revenue 2012: $34,367Expenses 2012: $15,870Net Income 2012: $18,4972012Revenue 2013: $43,379Expenses 2013: $10,615Net Income 2013: $32,7642013Revenue 2014: $40,296Expenses 2014: $8,356Net Income 2014: $31,9402014Revenue 2015: $42,709Expenses 2015: $11,306Net Income 2015: $31,4032015Revenue 2016: $37,324Expenses 2016: $31,758Net Income 2016: $5,5662016Revenue 2017: $40,767Expenses 2017: $25,772Net Income 2017: $14,9952017Revenue 2018: $61,813Expenses 2018: $13,067Net Income 2018: $48,7462018Revenue 2019: $91,493Expenses 2019: $25,525Net Income 2019: $65,9682019Revenue 2020: $24,859Expenses 2020: $11,698Net Income 2020: $13,1612020Revenue 2021: $37,955Expenses 2021: $10,976Net Income 2021: $26,9792021Revenue 2022: $9,142Expenses 2022: $91,806Net Income 2022: -$82,6642022Revenue 2023: $69,028Expenses 2023: $52,922Net Income 2023: $16,1062023Revenue 2024: $156,045Expenses 2024: $172,405Net Income 2024: -$16,3602024Revenue 2025: $18,132Expenses 2025: $933,291Net Income 2025: -$915,1592025

Highlighted filing

2025

Revenue$18,132
Expenses$933,291
Net Income-$915,159

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.93$0.92
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.16$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.03$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.01$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.01$0.03
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.04$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.03$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.03$0.01$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$18,132
Mission and Program Overview

Mission

To assist in charitable activities for senior housing

To assist in charitable activities for senior housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$649,452$15,323▼ $634,129
Savings and Temporary Cash Investments$296,228$5,135▼ $291,093
Cash and Non-Interest-Bearing Accounts$4,580$0▼ $4,580
Total Assets$950,260$20,458▼ $929,802
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$940,776$10,476▼ $930,300
Net Assets With Donor Restrictions$9,484$9,982▲ $498
Total Net Assets Fund Balance$950,260$20,458▼ $929,802
Total Liabilities and Net Assets / Fund Balance$950,260$20,458▼ $929,802
Compensation and Service Providers

Board Members and Trustees

NameTitle
William LockePresident
Millie OcchioneroVice President
Alison HodgeDirector
Charles MillarDirector
Marie MascaDirector
Michael BushardtDirector
Sarah ZamielloDirector
Dominick ManfredoExecutive Director
Kameli McintyreSecretary
Elise BourgeoisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$763
Program Service Revenue
$0
Investment Income
$17,369
Other Revenue
$0
All Other Contributions
$763
Change in Net Assets
$-915,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$915,969
Other Expenses$17,322
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$915,969--$915,969
Other Expenses$12,036--$12,036
Fees for Service Investment Mgmnt Fees-$3,836-$3,836
Fees for Services Accounting-$1,450-$1,450
Total Functional Expenses$928,005$5,286$0$933,291
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Sunset Home of UticaNew Hartford, NY-To Enhance Living Facility for Senior Housing$915,969
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
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
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

Line 11b explanation - the finance committee reviews the form and makes any recommended changes to the preparation firm. Once the return is acceptable to the finance committee it goes to the full board for review and approval.

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

The board of directors monitors compliance regularly during the year as needed.

Form 990, Part VI, Section B, Line 15

N/a - the organization does not have any payroll expense.

Form 990, Part VI, Section C, Line 19

The documents are available at the bookkeeper's office daily from 8:30 am to 4:30 pm.

Filing and Contact Details

Filer

Filer Name
The Sunset Home of Utica Foundation
EIN
16-1562929
Phone
3157331389
Address
118 GENESEE STREET, NEW HARTFORD, NY 13413

Signing Officer

Name
Dominick Manfredo
Title
Executive Director
Phone
3157331389
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elise Bourgois
Formed
1984
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Fitzgerald Depietro & Wojnas Cpas Pc
Address
7 RUTGER PARK 3RD FLOOR, UTICA, NY 13501
Preparer
Joseph Finkst
Phone
3157242145
Raw XML Appendix393 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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IRS990ScheduleA/SupportSumAmt0915969
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0915969
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ENHANCE LIVING FACILITY FOR SENIOR HOUSING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE SUNSET HOME OF UTICA
IRS990ScheduleI/RecipientTable/RecipientEIN0150539097
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0118 GENESEE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HARTFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd013413
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I LINE 2 - THE ORGANIZATION'S MISSION IS TO ASSIST SENIORS LIVING IN ONEIDA COUNTY, NEW YORK. THEREFORE DONEE ORGANIZATIONS MUST BE BASED IN ONEIDA COUNTY, NY AND SPEND THE MONEY WITHIN THE COUNTY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV - ADDITIONAL SUPPLEMENTAL INFORMATION
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE FINANCE COMMITTEE REVIEWS THE FORM AND MAKES ANY RECOMMENDED CHANGES TO THE PREPARATION FIRM. ONCE THE RETURN IS ACCEPTABLE TO THE FINANCE COMMITTEE IT GOES TO THE FULL BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MONITORS COMPLIANCE REGULARLY DURING THE YEAR AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A - THE ORGANIZATION DOES NOT HAVE ANY PAYROLL EXPENSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE AT THE BOOKKEEPER'S OFFICE DAILY FROM 8:30 AM TO 4:30 PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SUNSET HOME OF UTICA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0150539097
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(3)(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ENABLE SENIORS TO LIVE INDEPENDENTLY IN A SECURE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE_10_ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0118 GENESEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW HARTFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd013413
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0915969
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE SUNSET HOME OF UTICA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0950260
IRS990/TotalAssetsEOYAmt020458
IRS990/TotalAssetsGrp/BOYAmt0950260
IRS990/TotalAssetsGrp/EOYAmt020458
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0763
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0928005
IRS990/TotalFunctionalExpensesGrp/TotalAmt0933291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0950260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020458
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0928005
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017369
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018132
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0950260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020458
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0118 GENESEE STREET
IRS990/USAddress/CityNm0NEW HARTFORD
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013413
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOMINICK MANFREDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03157331389
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUNSET HOME OF UTICA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0161562929
ReturnHeader/Filer/PhoneNum03157331389
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 GENESEE STREET
ReturnHeader/Filer/USAddress/CityNm0NEW HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013413
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161163912
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FITZGERALD DEPIETRO & WOJNAS CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 RUTGER PARK 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UTICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013501
ReturnHeader/PreparerPersonGrp/PhoneNum03157242145
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH FINKST
ReturnHeader/ReturnTs02026-01-13T09:05:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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