Civic Intelligence

The Office for Aging Foundation of Mohawk Valley Inc

EIN 20-0948875 • 501(c)3 • Amsterdam, NY

Profile

Fundraising for montgomery county office for aging, inc.

135 Guy Park AvenueAmsterdam, NY 12010

officeforaging.com

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2025

Net Margin

61st percentile

8.9%

Higher net margin than 61% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$96,491

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 72.2% of source-year revenue.

NTEE P • $1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

2.5%

Faster asset growth than 47% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,395,678

Up $57,558 (+2.5%) from 2024

Liabilities

Up

$3,451

Up $974 (+39%) from 2024

Net Assets

Up

$2,392,227

Up $56,584 (+2.4%) from 2024

Operations
Liabilities / Revenue32nd percentileNet Margin61st percentile

Revenue

Down

$133,728

Down $71,426 (-35%) from 2024

Expenses

Up

$121,892

Up $27,302 (+29%) from 2024

Net Income

Down

$11,836

Down $98,728 (-89%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $181,580Liabilities 2011: $0Net Assets 2011: $181,5802011Assets 2012: $186,101Liabilities 2012: $0Net Assets 2012: $186,1012012Assets 2013: $180,521Liabilities 2013: $0Net Assets 2013: $180,5212013Assets 2014: $180,180Liabilities 2014: $0Net Assets 2014: $180,1802014Assets 2015: $198,499Liabilities 2015: $612Net Assets 2015: $197,8872015Assets 2016: $269,683Liabilities 2016: $0Net Assets 2016: $269,6832016Assets 2017: $1,299,884Liabilities 2017: $1,140Net Assets 2017: $1,298,7442017Assets 2018: $1,371,090Liabilities 2018: $3,309Net Assets 2018: $1,367,7812018Assets 2019: $1,393,524Liabilities 2019: $2,646Net Assets 2019: $1,390,8782019Assets 2020: $1,745,766Liabilities 2020: $1,572Net Assets 2020: $1,744,1942020Assets 2021: $2,167,801Liabilities 2021: $2,181Net Assets 2021: $2,165,6202021Assets 2022: $2,234,427Liabilities 2022: $2,361Net Assets 2022: $2,232,0662022Assets 2023: $2,186,291Liabilities 2023: $1,120Net Assets 2023: $2,185,1712023Assets 2024: $2,338,120Liabilities 2024: $2,477Net Assets 2024: $2,335,6432024Assets 2025: $2,395,678Liabilities 2025: $3,451Net Assets 2025: $2,392,2272025

Highlighted filing

2025

Assets$2,395,678
Liabilities$3,451
Net Assets$2,392,227
Open 2025 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $38,0962011Expenses 2012: $2,0662012Revenue 2013: $9,101Expenses 2013: $22,546Net Income 2013: -$13,4452013Revenue 2014: $7,671Expenses 2014: $8,012Net Income 2014: -$3412014Revenue 2015: $22,790Expenses 2015: $5,083Net Income 2015: $17,7072015Revenue 2016: $82,296Expenses 2016: $10,500Net Income 2016: $71,7962016Revenue 2017: $1,084,174Expenses 2017: $63,277Net Income 2017: $1,020,8972017Revenue 2018: $157,607Expenses 2018: $49,607Net Income 2018: $108,0002018Revenue 2019: $78,654Expenses 2019: $95,856Net Income 2019: -$17,2022019Revenue 2020: $587,830Expenses 2020: $78,559Net Income 2020: $509,2712020Revenue 2021: $74,364Expenses 2021: $90,432Net Income 2021: -$16,0682021Revenue 2022: $184,112Expenses 2022: $81,600Net Income 2022: $102,5122022Revenue 2023: $2,252Expenses 2023: $89,847Net Income 2023: -$87,5952023Revenue 2024: $205,154Expenses 2024: $94,590Net Income 2024: $110,5642024Revenue 2025: $133,728Expenses 2025: $121,892Net Income 2025: $11,8362025

Highlighted filing

2025

Revenue$133,728
Expenses$121,892
Net Income$11,836
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,395,678
Liabilities
$3,451
Net assets
$2,392,227
Revenue
$133,728
Expenses
$121,892
Net income
$11,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.39$0.13$0.12$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.21$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.18$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.74$0.59$0.08$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.16$0.05$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.08$0.06$1.02
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.08$0.01$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.01$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 7, 2025
Return Version
2024v5.0
Gross Receipts
$825,900
Mission and Program Overview

Mission

Fundraising for montgomery county office for aging, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,157,406$2,139,092▼ $18,314
Savings and Temporary Cash Investments$178,801$130,197▼ $48,604
Other Notes and Loans Receivable, Net-$120,000-
Cash and Non-Interest-Bearing Accounts$1,110$5,907▲ $4,797
Land, Buildings, and Equipment, Net$803$482▼ $321
Total Assets$2,338,120$2,395,678▲ $57,558
Liabilities
Accounts Payable and Accrued Expenses$937$1,966▲ $1,029
Deferred Revenue$1,540$1,485▼ $55
Total Liabilities$2,477$3,451▲ $974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,649,829$1,612,666▼ $37,163
Net Assets With Donor Restrictions$685,814$779,561▲ $93,747
Total Net Assets Fund Balance$2,335,643$2,392,227▲ $56,584
Total Liabilities and Net Assets / Fund Balance$2,338,120$2,395,678▲ $57,558

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$482$15,968$16,450
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleOtherTotal
David JordanExecutive Di$96,491$96,491

Board Members and Trustees

NameTitle
Andrew SantilloPresident
Carl MarucciDirector
Chad MajewskiDirector
Heather JablonskiDirector
Matt BeckDirector
Nancy VertucciDirector
Sherry SuitsDirector
Tracy HojohnDirector
William WinsmanDirector
TIM O'BRIEN2nd Vice Pre
Anne BolesSecretary
Peter RoseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,170
Program Service Revenue
$0
Investment Income
$88,558
Other Revenue
$0
All Other Contributions
$45,170
Change in Net Assets
$11,836

Audited Revenue Reconciliation

Revenue per Audited Statements
$119,867
Revenue Not Reported on Financial Statements
$13,861
Revenue Not Reported on Form 990
$44,747
Total Revenue per Audited Statements
$164,614
Total Revenue per Form 990
$133,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,892
Total Fundraising Expense$11,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$74,503--$74,503
Fees for Service Investment Mgmnt Fees-$13,861-$13,861
Fees for Services Other-$1,465$11,065$12,530
Fees for Services Accounting-$5,525-$5,525
All Other Expenses-$1,310-$1,310
Other Expenses-$900-$900
Depreciation Depletion-$321-$321
Office Expenses-$300-$300
Total Functional Expenses$74,503$36,324$11,065$121,892

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$121,892
Total Expenses per Audited Statements$108,034
Expenses per Audited Statements$108,031
Expenses Not Reported on Financial Statements$13,861
Expenses Not Reported on Form 990$3
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“MEMBERS”

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

“Copy of 990 provided to board”

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

“Board reviews any potential conflicts.”

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

“No compensation in current year, any compensation subject to board review and approval.”

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

“No compensation in current year, any compensation subject to board review and approval.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation upon request”

Filing and Contact Details

Filer

Filer Name
The Office for Aging Foundation of
EIN
20-0948875
Phone
5188432300
Address
135 GUY PARK AVENUE, AMSTERDAM, NY 12010

Signing Officer

Name
David Jordan
Title
Executive Director
Phone
5188432300
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Jordan
Formed
2004
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
10

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 IX, Line 11G

“Fundraising expenses 0 1,465 11,065”

Form 990, Part XI, Line 9

“ROUNDING -1”

Financial Statement Notes

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

“ROUNDING -2”

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

“ROUNDING 3”

Raw XML AppendixShowing 400 of 475 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/PrincipalOfficerNm0DAVID JORDAN
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDES FUNDRAISING ACTIVITIES FOR THE SUPPORTED ORGANIZATION, MONTGOMERY COUNTY FOR AGING, INC. AND PROVIDES INCOME GENERATED FROM ITS INVESTMENTS TO THE SUPORTED ORGANIZATION.
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IRS990ScheduleD/RevenueSubtotalAmt0119867
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING -2
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING 3
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalExpensesPerForm990Amt0121892
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0108034
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF 990 PROVIDED TO BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IN CURRENT YEAR, ANY COMPENSATION SUBJECT TO BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMPENSATION IN CURRENT YEAR, ANY COMPENSATION SUBJECT TO BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRAISING EXPENSES 0 1,465 11,065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012010
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2SHARED EMPLOYEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTGOMERY COUNTY OFFICE FOR AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MONTGOMERY COUNTY OFFICE FOR AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2MONTGOMERY COUNTY OFFICE FOR AGING
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