Civic Intelligence

Community Foundation of Unadilla Ny Inc

EIN 23-7066561 • 501(c)3 • Unadilla, NY

Profile

To facilitate the distributions of donations thru grants, locally for current educational, charitable or benevolent purposes to other organizations such as churches schools and other non-profits.

PO Box 608Unadilla, NY 13849

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

55th percentile

20%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

64th percentile

65%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$3,695,546

Up $86,314 (+2.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,695,546

Up $86,314 (+2.4%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin55th percentile

Revenue

Up

$250,949

Up $98,712 (+65%) from 2024

Expenses

Up

$201,055

Up $15,028 (+8.1%) from 2024

Net Income

Up

$49,894

Up $83,684 (+248%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,539,071Liabilities 2014: $96,620Net Assets 2014: $2,442,4512014Assets 2015: $2,420,752Liabilities 2015: $0Net Assets 2015: $2,420,7522015Assets 2016: $2,961,605Liabilities 2016: $0Net Assets 2016: $2,961,6052016Assets 2017: $3,561,925Liabilities 2017: $0Net Assets 2017: $3,561,9252017Assets 2018: $3,489,186Liabilities 2018: $0Net Assets 2018: $3,489,1862018Assets 2019: $3,477,799Liabilities 2019: $0Net Assets 2019: $3,477,7992019Assets 2020: $3,452,811Liabilities 2020: $0Net Assets 2020: $3,452,8112020Assets 2021: $3,841,198Liabilities 2021: $0Net Assets 2021: $3,841,1982021Assets 2022: $3,660,144Liabilities 2022: $0Net Assets 2022: $3,660,1442022Assets 2023: $3,406,071Liabilities 2023: $0Net Assets 2023: $3,406,0712023Assets 2024: $3,609,232Liabilities 2024: $0Net Assets 2024: $3,609,2322024Assets 2025: $3,695,546Liabilities 2025: $0Net Assets 2025: $3,695,5462025

Highlighted filing

2025

Assets$3,695,546
Liabilities$0
Net Assets$3,695,546
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $141,636Expenses 2014: $65,830Net Income 2014: $75,8062014Revenue 2015: $77,282Expenses 2015: $63,299Net Income 2015: $13,9832015Revenue 2016: $622,567Expenses 2016: $80,045Net Income 2016: $542,5222016Revenue 2017: $622,377Expenses 2017: $85,079Net Income 2017: $537,2982017Revenue 2018: $104,965Expenses 2018: $193,046Net Income 2018: -$88,0812018Revenue 2019: $54,582Expenses 2019: $182,173Net Income 2019: -$127,5912019Revenue 2020: $101,653Expenses 2020: $198,228Net Income 2020: -$96,5752020Revenue 2021: $183,759Expenses 2021: $187,432Net Income 2021: -$3,6732021Revenue 2022: $178,257Expenses 2022: $207,672Net Income 2022: -$29,4152022Revenue 2023: $176,945Expenses 2023: $193,377Net Income 2023: -$16,4322023Revenue 2024: $152,237Expenses 2024: $186,027Net Income 2024: -$33,7902024Revenue 2025: $250,949Expenses 2025: $201,055Net Income 2025: $49,8942025

Highlighted filing

2025

Revenue$250,949
Expenses$201,055
Net Income$49,894
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,695,546
Liabilities
$0
Net assets
$3,695,546
Revenue
$250,949
Expenses
$201,055
Net income
$49,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.25$0.20$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.15$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.18$0.19$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.18$0.21$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.18$0.19$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.10$0.20$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.05$0.18$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.10$0.19$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.62$0.09$0.54
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.62$0.08$0.54
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.08$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.10$2.44$0.14$0.07$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 28, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

To facilitate the distributions of donations thru grants, locally for current educational, charitable or benevolent purposes to other organizations such as churches schools and other non-profits.

Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG VANCOTTVice President-$0--
JAKKIE BICKOSDirector-$0--
EDWIN FRAZIERDirector-$0--
GREG RELICPresident & CEO-$0--
MIKE JOHNSONDirector-$0--
KELLIE RENWICKTreasurer-$0--
ERIC CARMANSecretary-$0--
ELAINE REEDDirector-$0--
LINDA BICKOSDirector-$0--
CYNTHIA ACKERLEYDirector-$0--
BRIAN DANFORTHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Community Foundation of Unadilla Ny Inc
EIN
23-7066561
Phone
6073693501
Address
PO BOX 608, UNADILLA, NY 13849

Signing Officer

Name
Kellie Renwick
Title
Treasurer
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Anthony T Manzanero
Phone
6074328700
Raw XML AppendixShowing 400 of 748 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt01300
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02024892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02024892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01196084
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH EQUIVALENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0181383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0240854
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0201055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0250324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0250949
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-09
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0L/T SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1S/T SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0142406
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt049894
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036420
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03695546
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03609232
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03695546
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0176158
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03348
IRS990PF/DistributableAmountGrp/TotalTaxAmt03348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt03695546
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0233062
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CRAIG VANCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAKKIE BICKOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWIN FRAZIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GREG RELIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MIKE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KELLIE RENWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ERIC CARMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ELAINE REED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8LINDA BICKOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9CYNTHIA ACKERLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10BRIAN DANFORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Treasurer
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