Civic Intelligence

Oneida Healthcare Foundation Inc

EIN 23-7072767 • 501(c)3 • Oneida, NY

Profile

To raise funds through public contributions that in turn is used to purchase equipment and train nurses for the oneida healthcare center.

321 Genesee StreetOneida, NY 13421

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

24th percentile

-7.9%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-10.0%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-2.2%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,205,087

Down $244,463 (-10.0%) from 2021

Liabilities

Down

$0

Down $10,270 (-100%) from 2021

Net Assets

Down

$2,205,087

Down $234,193 (-9.6%) from 2021

Revenue

Down

$441,617

Down $9,871 (-2.2%) from 2021

Expenses

Up

$476,417

Up $62,599 (+15%) from 2021

Net Income

Down

-$34,800

Down $72,470 (-192%) from 2021

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,022,654Liabilities 2010: $0Net Assets 2010: $1,022,6542010Assets 2011: $1,062,562Liabilities 2011: $58,375Net Assets 2011: $1,004,1872011Assets 2012: $1,713,062Liabilities 2012: $3,069Net Assets 2012: $1,709,9932012Assets 2013: $1,732,989Liabilities 2013: $34,000Net Assets 2013: $1,698,9892013Assets 2015: $1,816,408Liabilities 2015: $23,745Net Assets 2015: $1,792,6632015Assets 2016: $1,807,034Liabilities 2016: $30,165Net Assets 2016: $1,776,8692016Assets 2017: $1,735,287Liabilities 2017: $0Net Assets 2017: $1,735,2872017Assets 2018: $1,886,072Liabilities 2018: $0Net Assets 2018: $1,886,0722018Assets 2019: $2,237,787Liabilities 2019: $0Net Assets 2019: $2,237,7872019Assets 2020: $2,393,668Liabilities 2020: $10,270Net Assets 2020: $2,383,3982020Assets 2021: $2,449,550Liabilities 2021: $10,270Net Assets 2021: $2,439,2802021Assets 2022: $2,205,087Liabilities 2022: $0Net Assets 2022: $2,205,0872022

Highlighted filing

2022

Assets$2,205,087
Liabilities$0
Net Assets$2,205,087

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $222,0202010Expenses 2011: $201,0302011Expenses 2012: $216,4632012Revenue 2013: $340,557Expenses 2013: $351,561Net Income 2013: -$11,0042013Revenue 2015: $458,918Expenses 2015: $360,345Net Income 2015: $98,5732015Revenue 2016: $374,151Expenses 2016: $389,945Net Income 2016: -$15,7942016Revenue 2017: $419,545Expenses 2017: $461,127Net Income 2017: -$41,5822017Revenue 2018: $415,310Expenses 2018: $264,525Net Income 2018: $150,7852018Revenue 2019: $337,125Expenses 2019: $220,957Net Income 2019: $116,1682019Revenue 2020: $406,512Expenses 2020: $555,456Net Income 2020: -$148,9442020Revenue 2021: $451,488Expenses 2021: $413,818Net Income 2021: $37,6702021Revenue 2022: $441,617Expenses 2022: $476,417Net Income 2022: -$34,8002022

Highlighted filing

2022

Revenue$441,617
Expenses$476,417
Net Income-$34,800

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 21, 2023
Return Version
2022v5.0
Gross Receipts
$690,378
Mission and Program Overview

Mission

To raise funds through public contributions that in turn is used to purchase equipment and train nurses for the oneida healthcare center.

To raise funds through public contributions that in turn is used to purchase equipment and train nurses for oneida healthcare center

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,130,370$1,878,978▼ $251,392
Cash and Non-Interest-Bearing Accounts$318,242$265,253▼ $52,989
Savings and Temporary Cash Investments$938$60,856▲ $59,918
Total Assets$2,449,550$2,205,087▼ $244,463
Liabilities
Accounts Payable and Accrued Expenses$10,270--
Total Liabilities$10,270$0▼ $10,270
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,145,554$1,924,880▼ $220,674
Net Assets With Donor Restrictions$293,726$280,207▼ $13,519
Total Net Assets Fund Balance$2,439,280$2,205,087▼ $234,193
Total Liabilities and Net Assets / Fund Balance$2,449,550$2,205,087▼ $244,463
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$414,560
Program Service Revenue
$0
Investment Income
$53,279
Other Revenue
$-26,222
All Other Contributions
$188,427
Change in Net Assets
$-34,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$336,317
Other Expenses$140,100
Total Fundraising Expense$44,833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$336,317--$336,317
Fees for Services Management-$21,889$32,833$54,722
Fees for Services Other-$214$12,000$12,214
Other Expenses$11,000--$11,000
Fees for Services Accounting-$10,549-$10,549
Fees for Service Investment Mgmnt Fees-$8,985-$8,985
Advertising-$6,744-$6,744
Office Expenses-$968-$968
Total Functional Expenses$382,235$49,349$44,833$476,417
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$39,917
Fundraising Gross Income$13,695
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$239,828$13,695$39,917$-26,222
Total Events$239,828$13,695$39,917$-26,222
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
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
No
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

The organization provides a copy of form 990 in pdf format to each member of its governing board for review prior to filing the tax return.

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

The persons covered under the conflict of interest policy include trustees and their family members. If any member of the affected group believes there may be a conflict of interest, such information shall be provided to the board at the next scheduled meeting unless the matter is urgent. Any deliberation by the board on such information shall not include the individual(s) involved. The board shall conduct an investigation and thereafter review the investigative report and act as determined by the board of trustees.

Form 990, Part VI, Section C, Line 19

Oneida healthcare foundation makes the financial statements available to the public upon request

Filing and Contact Details

Filer

Filer Name
Oneida Healthcare Foundation Inc
EIN
23-7072767
Phone
3153612169
Address
321 GENESEE STREET, ONEIDA, NY 13421

Signing Officer

Name
Craig T Baliey
Title
President
Phone
3153612169
Signed
2023-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig T Bailey
Formed
1972
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
0

Preparer

Firm
D'ARCANGELO & CO LLP
Address
730 LENOX AVE SUITE 3, ONEIDA, NY 13421
Preparer
Steven G Neuhauser CPA
Phone
3153631740
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048869
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0243333
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81820
IRS990ScheduleA/PublicSupportPY170Pct00.83940
IRS990ScheduleA/PublicSupportTotal170Amt01094950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0188427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0246625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0252194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0220206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187498
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01094950
IRS990ScheduleA/TotalSupportAmt01338283
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0226133
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0226133
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039917
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0239828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0239828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-26222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039917
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039917
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020677
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR NURSING STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES AN EQUIPMENT BUDGET FROM ITS AFFILIATE, ONEIDA HEALTH SYSTEMS INC., ANNUALLY AND EVALUATES IT ACCORDING TO AVAILABLE RESOURCES. THE ORGANIZATION HAS AN APPLICATION PROCESS FOR NURSING SCHOLARSHIPS AND EACH APPLICATION IS EVALUATED BASED UPON NEED AND MERIT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF FORM 990 IN PDF FORMAT TO EACH MEMBER OF ITS GOVERNING BOARD FOR REVIEW PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE TRUSTEES AND THEIR FAMILY MEMBERS. IF ANY MEMBER OF THE AFFECTED GROUP BELIEVES THERE MAY BE A CONFLICT OF INTEREST, SUCH INFORMATION SHALL BE PROVIDED TO THE BOARD AT THE NEXT SCHEDULED MEETING UNLESS THE MATTER IS URGENT. ANY DELIBERATION BY THE BOARD ON SUCH INFORMATION SHALL NOT INCLUDE THE INDIVIDUAL(S) INVOLVED. THE BOARD SHALL CONDUCT AN INVESTIGATION AND THEREAFTER REVIEW THE INVESTIGATIVE REPORT AND ACT AS DETERMINED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ONEIDA HEALTHCARE FOUNDATION MAKES THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt044833
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049349
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0382235
IRS990/TotalFunctionalExpensesGrp/TotalAmt0476417
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010270
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0441617
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0321 GENESEE STREET
IRS990/USAddress/CityNm0ONEIDA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013421
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG T BALIEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03153612169
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONEIDA HEALTHCARE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ONEI
ReturnHeader/Filer/EIN0237072767
ReturnHeader/Filer/PhoneNum03153612169
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 GENESEE STREET
ReturnHeader/Filer/USAddress/CityNm0ONEIDA
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ReturnHeader/Filer/USAddress/ZIPCd013421
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103

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