Civic Intelligence

Office for Aging Foundation of Mohawk Valley Inc.

990 • Fiscal year 2021 • EIN 20-0948875

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 13, 2021

135 Guy Park AvenueAmsterdam, NY 12010

(518) 843-2300

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-22%

Higher net margin than 8% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$84,359

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 113.4% of source-year revenue.

2021 filings • NTEE P • $1M-$5M nonprofits • Source year 2021

Asset Growth

66th percentile

24%

Faster asset growth than 66% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,167,801

Up $422,035 (+24%) from 2020

Net Assets

Up

$2,165,620

Up $421,426 (+24%) from 2020

Liabilities

Up

$2,181

Up $609 (+39%) from 2020

Revenue

Down

$74,364

Down $513,466 (-87%) from 2020

Expenses

Up

$90,432

Up $11,873 (+15%) from 2020

Net Income

Down

-$16,068

Down $525,339 (-103%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$2,167,801
Liabilities$2,181
Net Assets$2,165,620

Operations Trend

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

2021

Revenue$74,364
Expenses$90,432
Net Income-$16,068
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 13, 2021
Return Version
2020v4.0
Gross Receipts
$764,627
Mission and Program Overview

Mission

Fundraising for montgomery county office for aging, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,650,913$2,022,876▲ $371,963
Savings and Temporary Cash Investments$45,165$93,562▲ $48,397
Cash and Non-Interest-Bearing Accounts$44,269$47,707▲ $3,438
Land, Buildings, and Equipment, Net$5,419$3,656▼ $1,763
Total Assets$1,745,766$2,167,801▲ $422,035
Liabilities
Deferred Revenue$810$1,450▲ $640
Accounts Payable and Accrued Expenses$762$731▼ $31
Total Liabilities$1,572$2,181▲ $609
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,185,112$1,106,176▼ $78,936
Net Assets With Donor Restrictions$559,082$1,059,444▲ $500,362
Total Net Assets Fund Balance$1,744,194$2,165,620▲ $421,426
Total Liabilities and Net Assets / Fund Balance$1,745,766$2,167,801▲ $422,035

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,656$12,794$16,450
Compensation and Service Providers

Employees

NameTitleOtherTotal
David JordanExecutive Di$84,359$84,359

Board Members and Trustees

NameTitle
Katherine FleischmannPresident
Carl MarucciDirector
Del B SalmonDirector
Jeri CorteseDirector
Kara TravisDirector
TIM O'BRIENDirector
Tracy HojohnDirector
William WinsmanDirector
Anne BolesSecretary
Peter RoseTreasurer
Andrew SantilloVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,115
Program Service Revenue
$0
Investment Income
$28,249
Other Revenue
$0
All Other Contributions
$46,115
Change in Net Assets
$-16,068

Audited Revenue Reconciliation

Revenue per Audited Statements
$59,497
Revenue Not Reported on Financial Statements
$14,867
Revenue Not Reported on Form 990
$437,492
Total Revenue per Audited Statements
$496,989
Total Revenue per Form 990
$74,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,432
Total Fundraising Expense$10,330
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$36,000--$36,000
Fees for Service Investment Mgmnt Fees-$14,867-$14,867
Fees for Services Other-$123$10,330$10,453
Fees for Services Accounting-$5,556-$5,556
Depreciation Depletion-$1,763-$1,763
All Other Expenses-$1,137-$1,137
Other Expenses-$894-$894
Office Expenses-$577-$577
Total Functional Expenses$36,000$44,102$10,330$90,432

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$90,432
Expenses per Audited Statements$75,565
Total Expenses per Audited Statements$75,563
Expenses Not Reported on Financial Statements$14,867
Expenses Not Reported on Form 990$-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 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
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
135 GUY PARK AVENUE, AMSTERDAM, NY 12010

Signing Officer

Name
David Jordan
Title
Executive Director
Phone
5188432300
Signed
2021-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Jordan
Formed
2004
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
11

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 21 0 fundraising expenses 0 102 10,330 total 0 123 10,330

Form 990, Part XI, Line 9

ROUNDING 2

Financial Statement Notes

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

ROUNDING -2

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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/PYTotalExpensesAmt078559
IRS990/PYTotalRevenueAmt0587830
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16068
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt093562
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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
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt036000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTGOMERY COUNTY OFFICE FOR AGING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990ScheduleD/ExpensesNotReportedAmt0-2
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014867
IRS990ScheduleD/ExpensesSubtotalAmt075565
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014867
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014867
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0437492
IRS990ScheduleD/OtherExpensesIncludedAmt0-2
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03656
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012794
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016450
IRS990ScheduleD/RevenueNotReportedAmt0437492
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014867
IRS990ScheduleD/RevenueSubtotalAmt059497
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING -2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03656
IRS990ScheduleD/TotalExpensesPerForm990Amt090432
IRS990ScheduleD/TotalRevenuePerForm990Amt074364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0496989
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt075563
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 21 0 FUNDRAISING EXPENSES 0 102 10,330 TOTAL 0 123 10,330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING 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
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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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/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt036000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1SHARED FACILITIES
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
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01745766

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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