Civic Intelligence

Office for Aging Foundation of Mohawk Valley Inc.

990 • Fiscal year 2018 • EIN 20-0948875

Apr 01, 2017 to Mar 31, 2018 • Filed on Jun 28, 2018

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • NTEE P • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

20th percentile

0.02x

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

2018 filings • NTEE P • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

69%

Higher net margin than 97% of similar nonprofits.

2018 filings • NTEE P • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2018 filings • NTEE P • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

5.5%

Faster asset growth than 59% of similar nonprofits.

2018 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$1,371,090

Up $71,206 (+5.5%) from 2017

Net Assets

Up

$1,367,781

Up $69,037 (+5.3%) from 2017

Liabilities

Up

$3,309

Up $2,169 (+190%) from 2017

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Down

$157,607

Down $926,567 (-85%) from 2017

Expenses

Down

$49,607

Down $13,670 (-22%) from 2017

Net Income

Down

$108,000

Down $912,897 (-89%) from 2017

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: $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

2018

Assets$1,371,090
Liabilities$3,309
Net Assets$1,367,781
Open 2018 Filing

Operations Trend

Revenue Growth1st 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

2018

Revenue$157,607
Expenses$49,607
Net Income$108,000
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jun 28, 2018
Return Version
2017v2.3
Gross Receipts
$1,136,508
Mission and Program Overview

Mission

Fundraising for montgomery county office for aging, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,252,296$1,306,366▲ $54,070
Cash and Non-Interest-Bearing Accounts$15,601$50,535▲ $34,934
Land, Buildings, and Equipment, Net$9,130$6,309▼ $2,821
Prepaid Expenses and Deferred Charges$20,000$4,128▼ $15,872
Savings and Temporary Cash Investments$2,857$3,752▲ $895
Total Assets$1,299,884$1,371,090▲ $71,206
Liabilities
Deferred Revenue$1,140$2,205▲ $1,065
Accounts Payable and Accrued Expenses-$1,104-
Total Liabilities$1,140$3,309▲ $2,169
Net Assets / Fund Balance
Unrestricted Net Assets$1,139,337$1,213,361▲ $74,024
Permanently Rstr Net Assets$151,418$151,418→ $0
Temporarily Rstr Net Assets$7,989$3,002▼ $4,987
Total Net Assets Fund Balance$1,298,744$1,367,781▲ $69,037
Total Liabilities and Net Assets / Fund Balance$1,299,884$1,371,090▲ $71,206

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,309$6,541$12,850
Compensation and Service Providers
Top Officer Pay26th percentile

Board Members and Trustees

NameTitle
Del B SalmonPresident
Andrew SantilloDirector
Anne BolesDirector
Jeri CorteseDirector
Katherine FleischmannDirector
Peter RoseDirector
William WinsmanDirector
David JordanExecutive Di
Tracy HojohnSecretary
Carl MarucciTreasurer
Karen WrightVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$54,273
Program Service Revenue
$0
Investment Income
$103,334
Other Revenue
$0
All Other Contributions
$54,273
Change in Net Assets
$108,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$157,607
Revenue Not Reported on Form 990
$-38,961
Total Revenue per Audited Statements
$118,646
Total Revenue per Form 990
$157,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,607
Total Fundraising Expense$9,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$15,872--$15,872
Fees for Service Investment Mgmnt Fees-$10,287-$10,287
Fees for Services Other-$50$9,353$9,403
Fees for Services Accounting-$3,260-$3,260
Depreciation Depletion$2,821--$2,821
All Other Expenses$147$1,035-$1,182
Office Expenses-$838-$838
Other Expenses$1,810$749-$749
Total Functional Expenses$23,094$17,160$9,353$49,607

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$49,609
Expenses per Audited Statements$49,607
Total Expenses per Form 990$49,607
Expenses Not Reported on Form 990$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 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
2018-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Jordan
Formed
2004
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
14

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 50 0 fundraising expenses 0 0 9,353 total 0 50 9,353”

Form 990, Part XI, Line 9

“ROUNDING 2 ROUNDING -2”

Financial Statement Notes

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

“ROUNDING 2”

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

“ROUNDING 2”

Raw XML AppendixShowing 400 of 457 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01104
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDRAISING FOR MONTGOMERY COUNTY OFFICE FOR AGING, INC.
IRS990/AllOtherContributionsAmt054273
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01035
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0147
IRS990/AllOtherExpensesGrp/TotalAmt01182
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID JORDAN
IRS990/BooksInCareOfDetail/PhoneNum05188432300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0135 GUY PARK AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0AMSTERDAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012010
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015601
IRS990/CashNonInterestBearingGrp/EOYAmt050535
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt054273
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0103334
IRS990/CYOtherExpensesAmt049607
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0108000
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt049607
IRS990/CYTotalFundraisingExpenseAmt09353
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0157607
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01140
IRS990/DeferredRevenueGrp/EOYAmt02205
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02821
IRS990/DepreciationDepletionGrp/TotalAmt02821
IRS990/Desc0FUNDRAISING FOR THE MONTGOMERY COUNTY OFFICE FOR AGING, INC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt023094
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03260
IRS990/FeesForServicesAccountingGrp/TotalAmt03260
IRS990/FeesForServicesOtherGrp/FundraisingAmt09353
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt050
IRS990/FeesForServicesOtherGrp/TotalAmt09403
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010287
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010287
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0DEL B SALMON
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2TRACY HOJOHN
IRS990/Form990PartVIISectionAGrp/PersonNm3CARL MARUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE BOLES
IRS990/Form990PartVIISectionAGrp/PersonNm5JERI CORTESE
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHERINE FLEISCHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDREW SANTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM WINSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID JORDAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt074
IRS990/GainOrLossGrp/SecuritiesAmt074672
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt074
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01053573
IRS990/GrossReceiptsAmt01136508
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt028588
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028588
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01252296
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01306366
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06541
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09130
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06309
IRS990/LandBldgEquipCostOrOtherBssAmt012850
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0978901
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDRAISING FOR MONTGOMERY COUNTY OFFICE FOR AGING, INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01298744
IRS990/NetAssetsOrFundBalancesEOYAmt01367781
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt074
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt074672
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt074746
IRS990/NetUnrlzdGainsLossesInvstAmt0-38963
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0860
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0838
IRS990/OfficeExpensesGrp/TotalAmt0838
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0EQUIPMENT REPAIR & IT SUP
IRS990/OtherExpensesGrp/Desc1ALLOCATED WAGE AND FRINGE
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0941
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1749
IRS990/OtherExpensesGrp/ProgramServicesAmt02444
IRS990/OtherExpensesGrp/ProgramServicesAmt11810
IRS990/OtherExpensesGrp/TotalAmt02444
IRS990/OtherExpensesGrp/TotalAmt11810
IRS990/OtherExpensesGrp/TotalAmt2941
IRS990/OtherExpensesGrp/TotalAmt3749
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt015872
IRS990/PaymentsToAffiliatesGrp/TotalAmt015872
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0151418
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0151418
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04128
IRS990/PrincipalOfficerNm0DAVID JORDAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01073382
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010792
IRS990/PYOtherExpensesAmt063277
IRS990/PYRevenuesLessExpensesAmt01020897
IRS990/PYTotalExpensesAmt063277
IRS990/PYTotalRevenueAmt01084174
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0108000
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02857
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03752
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0141792216
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015872
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTGOMERY COUNTY OFFICE FOR AGING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt015872
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt02
IRS990ScheduleD/ExpensesSubtotalAmt049607
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-38963
IRS990ScheduleD/OtherExpensesIncludedAmt02
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06309
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06541
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012850
IRS990ScheduleD/OtherRevenueAmt02
IRS990ScheduleD/RevenueNotReportedAmt0-38961
IRS990ScheduleD/RevenueSubtotalAmt0157607
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING 2
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06309
IRS990ScheduleD/TotalExpensesPerForm990Amt049607
IRS990ScheduleD/TotalRevenuePerForm990Amt0157607
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0118646
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt049609
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT DIRECTORS
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES 0 50 0 FUNDRAISING EXPENSES 0 0 9,353 TOTAL 0 50 9,353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING 2 ROUNDING -2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTGOMERY COUNTY OFFICE FOR AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0141792216
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0135 GUY PARK AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AMSTERDAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012010
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07989
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03002
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01299884
IRS990/TotalAssetsEOYAmt01371090
IRS990/TotalAssetsGrp/BOYAmt01299884
IRS990/TotalAssetsGrp/EOYAmt01371090
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054273
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09353
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017160
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023094
IRS990/TotalFunctionalExpensesGrp/TotalAmt049607
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01140
IRS990/TotalLiabilitiesEOYAmt03309
IRS990/TotalLiabilitiesGrp/BOYAmt01140
IRS990/TotalLiabilitiesGrp/EOYAmt03309
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01298744
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01367781

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,371,090
Liabilities
$3,309
Net assets
$1,367,781
Revenue
$157,607
Expenses
$49,607
Net income
$108,000
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