Civic Intelligence

Office for Aging Foundation of Mohawk Valley Inc.

990 • Fiscal year 2017 • EIN 20-0948875

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

Organization ProfileN/A
PO Box 52Amsterdam, NY 12010

(518) 843-2300

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

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

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

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

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

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

Asset Growth

99th percentile

382%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

100th percentile

1217%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$1,299,884

Up $1,030,201 (+382%) from 2016

Net Assets

Up

$1,298,744

Up $1,029,061 (+382%) from 2016

Liabilities

Up

$1,140

Up $1,140 from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin99th percentile

Revenue

Up

$1,084,174

Up $1,001,878 (+1217%) from 2016

Expenses

Up

$63,277

Up $52,777 (+503%) from 2016

Net Income

Up

$1,020,897

Up $949,101 (+1322%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$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

2017

Assets$1,299,884
Liabilities$1,140
Net Assets$1,298,744
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,084,174
Expenses$63,277
Net Income$1,020,897
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
$1,145,334
Mission and Program Overview

Mission

Fundraising for montgomery county office for aging, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$242,745$1,252,296▲ $1,009,551
Prepaid Expenses and Deferred Charges-$20,000-
Cash and Non-Interest-Bearing Accounts$14,817$15,601▲ $784
Land, Buildings, and Equipment, Net$7,215$9,130▲ $1,915
Savings and Temporary Cash Investments$4,906$2,857▼ $2,049
Total Assets$269,683$1,299,884▲ $1,030,201
Liabilities
Deferred Revenue-$1,140-
Total Liabilities$0$1,140▲ $1,140
Net Assets / Fund Balance
Unrestricted Net Assets$118,265$1,139,337▲ $1,021,072
Permanently Rstr Net Assets$151,418$151,418→ $0
Temporarily Rstr Net Assets-$7,989-
Total Net Assets Fund Balance$269,683$1,298,744▲ $1,029,061
Total Liabilities and Net Assets / Fund Balance$269,683$1,299,884▲ $1,030,201

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,130$3,720$12,850
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Del B SalmonPresident
Andrew SantilloDirector
Carl MarucciDirector
Jeri CorteseDirector
Tracy HojohnDirector
William WinsmanDirector
David JordanExecutive Di
Karen WrightVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,073,382
Program Service Revenue
$0
Investment Income
$10,792
Other Revenue
$0
All Other Contributions
$1,073,382
Change in Net Assets
$1,020,897

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,084,174
Revenue Not Reported on Form 990
$8,165
Total Revenue per Audited Statements
$1,092,339
Total Revenue per Form 990
$1,084,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,277
Total Fundraising Expense$12,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$40,000--$40,000
Fees for Services Other-$2$12,221$12,223
Fees for Service Investment Mgmnt Fees-$3,277-$3,277
Office Expenses-$2,700-$2,700
Depreciation Depletion$2,517--$2,517
Fees for Services Accounting-$1,600-$1,600
Other Expenses-$47-$47
All Other Expenses-$15-$15
Total Functional Expenses$42,517$8,539$12,221$63,277

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$63,278
Expenses per Audited Statements$63,277
Total Expenses per Form 990$63,277
Expenses Not Reported on Form 990$1
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 7A

“MEMBERS ELECT DIRECTORS”

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

“Decisions subject to member vote”

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
PO BOX 52, 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
2004
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
5
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

“Bank fees 0 2 0 fundraising expenses 0 0 12,221 total 0 2 12,221”

Form 990, Part XI, Line 9

“ROUNDING 1 ROUNDING -1”

Financial Statement Notes

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

“ROUNDING 1”

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

“ROUNDING 1”

Raw XML AppendixShowing 400 of 427 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS SUBJECT TO MEMBER VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF 990 PROVIDED TO BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD REVIEWS ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMPENSATION IN CURRENT YEAR, ANY COMPENSATION SUBJECT TO BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO COMPENSATION IN CURRENT YEAR, ANY COMPENSATION SUBJECT TO BOARD REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,299,884
Liabilities
$1,140
Net assets
$1,298,744
Revenue
$1,084,174
Expenses
$63,277
Net income
$1,020,897
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