Civic Intelligence

Future for Oneonta Foundation Inc.

990 • Fiscal year 2025 • EIN 22-2414507

Jan 01, 2025 to Dec 31, 2025

PO Box 134Oneonta, NY 13820

(607) 432-6564

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

399%

Faster revenue growth than 98% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,583,186

Up $329,523 (+26%) from 2024

Net Assets

Up

$1,573,789

Up $321,037 (+26%) from 2024

Liabilities

Up

$9,397

Up $8,486 (+932%) from 2024

Revenue

Up

$391,075

Up $312,671 (+399%) from 2024

Expenses

Up

$124,935

Up $42,515 (+52%) from 2024

Net Income

Up

$266,140

Up $270,156 (+6727%) from 2024

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $431,391Liabilities 2011: $02011Assets 2012: $447,890Liabilities 2012: $02012Assets 2013: $451,848Net Assets 2013: $451,8482013Assets 2014: $455,686Net Assets 2014: $455,6862014Assets 2015: $609,395Liabilities 2015: $0Net Assets 2015: $609,3952015Assets 2016: $687,899Liabilities 2016: $0Net Assets 2016: $687,8992016Assets 2017: $720,832Liabilities 2017: $0Net Assets 2017: $720,8322017Assets 2018: $708,160Liabilities 2018: $0Net Assets 2018: $708,1602018Assets 2019: $812,790Liabilities 2019: $0Net Assets 2019: $812,7902019Assets 2020: $798,497Liabilities 2020: $0Net Assets 2020: $798,4972020Assets 2021: $922,022Liabilities 2021: $0Net Assets 2021: $922,0222021Assets 2022: $850,033Liabilities 2022: $0Net Assets 2022: $850,0332022Assets 2023: $1,162,224Liabilities 2023: $0Net Assets 2023: $1,162,2242023Assets 2024: $1,253,663Liabilities 2024: $911Net Assets 2024: $1,252,7522024Assets 2025: $1,583,186Liabilities 2025: $9,397Net Assets 2025: $1,573,7892025

Highlighted filing

2025

Assets$1,583,186
Liabilities$9,397
Net Assets$1,573,789

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $78,872Expenses 2011: $58,544Net Income 2011: $20,3282011Revenue 2012: $64,413Expenses 2012: $47,914Net Income 2012: $16,4992012Revenue 2013: $62,511Expenses 2013: $58,553Net Income 2013: $3,9582013Revenue 2014: $58,112Expenses 2014: $54,274Net Income 2014: $3,8382014Revenue 2015: $80,552Expenses 2015: $56,031Net Income 2015: $24,5212015Revenue 2016: $60,303Expenses 2016: $51,971Net Income 2016: $8,3322016Revenue 2017: $54,730Expenses 2017: $56,404Net Income 2017: -$1,6742017Revenue 2018: $88,944Expenses 2018: $43,906Net Income 2018: $45,0382018Revenue 2019: $64,875Expenses 2019: $72,277Net Income 2019: -$7,4022019Revenue 2020: $83,330Expenses 2020: $85,376Net Income 2020: -$2,0462020Revenue 2021: $75,798Expenses 2021: $48,102Net Income 2021: $27,6962021Revenue 2022: $100,556Expenses 2022: $83,458Net Income 2022: $17,0982022Revenue 2023: $123,728Expenses 2023: $79,162Net Income 2023: $44,5662023Revenue 2024: $78,404Expenses 2024: $82,420Net Income 2024: -$4,0162024Revenue 2025: $391,075Expenses 2025: $124,935Net Income 2025: $266,1402025

Highlighted filing

2025

Revenue$391,075
Expenses$124,935
Net Income$266,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 27, 2026
Return Version
2025v4.0
Gross Receipts
$436,187
Mission and Program Overview

Mission

The future for oneonta foundation provides funding to organizations to benefit projects conducted in the city and town of oneonta, or serving the citizens of those municipalities. Funding is provided for arts and culture, beautification, and community engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$926,340$1,144,015▲ $217,675
Cash and Non-Interest-Bearing Accounts$14,649$89,639▲ $74,990
Accounts Receivable-$11,800-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,253,663$1,583,186▲ $329,523
Other Assets Total$312,674$337,732▲ $25,058
Liabilities
Accounts Payable and Accrued Expenses$911$9,397▲ $8,486
Total Liabilities$911$9,397▲ $8,486
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$932,578$854,369▼ $78,209
Net Assets With Donor Restrictions$320,174$719,420▲ $399,246
Total Net Assets Fund Balance$1,252,752$1,573,789▲ $321,037
Total Liabilities and Net Assets / Fund Balance$1,253,663$1,583,186▲ $329,523

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$337,732--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan CleinmanChair
Gary HerzigVice chair
Al RubinDirector
Chad SmithDirector
Frank RussoDirector
John NaderDirector
Kim BaskinDirector
Kim MullerDirector
Tracy JohnsonDirector
Joan FoxSecretary
Jennifer ArmstrongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$297,041
Program Service Revenue
$0
Investment Income
$94,034
Other Revenue
$0
All Other Contributions
$292,089
Change in Net Assets
$266,140

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$151,890
Total Noncash Contributions1$151,890

Audited Revenue Reconciliation

Revenue per Audited Statements
$387,911
Revenue Not Reported on Financial Statements
$3,164
Revenue Not Reported on Form 990
$54,897
Total Revenue per Audited Statements
$442,808
Total Revenue per Form 990
$391,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,585
Grants and Similar Amounts Paid$36,350
Total Fundraising Expense$18,666
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,350--$36,350
Fees for Services Management$11,700$5,850$1,950$19,500
Fees for Services Accounting$7,070$8,125-$15,195
Office Expenses-$14,057-$14,057
Advertising$2,460$5,426-$7,886
Fees for Service Investment Mgmnt Fees-$3,164-$3,164
Insurance-$1,610-$1,610
Other Expenses-$275$6,636$275
All Other Expenses-$182-$182
Total Functional Expenses$57,580$48,689$18,666$124,935

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$124,935
Expenses per Audited Statements$121,771
Total Expenses per Audited Statements$121,771
Expenses Not Reported on Financial Statements$3,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Awards and GrantsOneonta, NY--$36,350
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
Yes
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

Form 990 is reviewed by the president and the treasurer before filing

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

If a conflict of interest exists or reasonably might be construed to exist, the Board member shall abstain from voting on the matter. The minutes of the meeting shall reflect the disclosure made.

Form 990, Part VI, Section B, Line 15B

Board reviews compensation annually

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Future for Oneonta Foundation
EIN
22-2414507
Phone
6074326564
Address
PO BOX 134, ONEONTA, NY 13820

Signing Officer

Name
Alan Cleinman
Title
Chair
Signed
2026-03-27
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Deborah L Mostert
Phone
6074328700
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in beneficial interest in trust = $25058

Statement Note 1

Schedule A, Part III, Line 3 - The Future for Oneonta Foundation Board of Directors established a scholarship which would go to one young man and woman who graduated from Oneonta High School. These graduates are chosen for their commitment to their school and to their community. Through their activities and volunteerism they have enriched the lives of their families and their fellow students and Oneontans. The directors also established that a committee of administration and faculty at Oneonta High School be given the responsibility for selection of the award recipient.Other awards granted to community groups, individuals, and not-for-profit organizations require the project or request meet the following criteria: a. Improve the quality of living and welfare of the greater Oneonta community, b. Stimulate interest in the civic affairs of the community, or c. Support the cultural and civic needs of the community.

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Change in beneficial interest in trust $25058

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IRS990/MissionDesc0THE FUTURE FOR ONEONTA FOUNDATION PROVIDES FUNDING TO ORGANIZATIONS TO BENEFIT PROJECTS CONDUCTED IN THE CITY AND TOWN OF ONEONTA, OR SERVING THE CITIZENS OF THOSE MUNICIPALITIES. FUNDING IS PROVIDED FOR ARTS AND CULTURE, BEAUTIFICATION, AND COMMUNITY ENGAGEMENT.
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IRS990/OtherExpensesGrp/Desc2FUNDRAISING
IRS990/OtherExpensesGrp/Desc3FILING FEES
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IRS990/OtherExpensesGrp/FundraisingAmt16636
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1275
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IRS990/OtherExpensesGrp/TotalAmt110000
IRS990/OtherExpensesGrp/TotalAmt26636
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFICIAL INTEREST IN TRUST $25058
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AWARDS AND GRANTS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0LISTING
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ONEONTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT AND THE TREASURER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1If a conflict of interest exists or reasonably might be construed to exist, the Board member shall abstain from voting on the matter. The minutes of the meeting shall reflect the disclosure made.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS COMPENSATION ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN BENEFICIAL INTEREST IN TRUST = $25058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Schedule A, Part III, Line 3 - The Future for Oneonta Foundation Board of Directors established a scholarship which would go to one young man and woman who graduated from Oneonta High School. These graduates are chosen for their commitment to their school and to their community. Through their activities and volunteerism they have enriched the lives of their families and their fellow students and Oneontans. The directors also established that a committee of administration and faculty at Oneonta High School be given the responsibility for selection of the award recipient.Other awards granted to community groups, individuals, and not-for-profit organizations require the project or request meet the following criteria: a. Improve the quality of living and welfare of the greater Oneonta community, b. Stimulate interest in the civic affairs of the community, or c. Support the cultural and civic needs of the community.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.39$0.12$0.27
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.08$0.08$0.00
2023Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.12$0.08$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.10$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.08$0.05$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.08$0.09$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.06$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.09$0.04$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.05$0.06$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.06$0.05$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.06$0.05$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.06$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.08$0.06$0.02