Civic Intelligence

State University of New York at Oneonta

EIN 37-1492540 • 501(c)3 • Oneonta, NY

Profile

The mission of the state university of new york at oneonta alumni association, inc. Is to connect, engage, support, and celebrate alumni, students, faculty, staff, and friends to cultivate pride.

108 Ravine Parkway EerOneonta, NY 13820

www.oneontaalumni.com

Siviq Scores

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

Liabilities / Assets

56th percentile

0.02x

Higher debt load relative to assets than 56% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.02x

Higher debt load relative to revenue than 55% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Net Margin

50th percentile

5.7%

Higher net margin than 50% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

96th percentile

$170,238

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

NTEE B • $500k-$1M nonprofits • Source year 2025

Asset Growth

42nd percentile

2.2%

Faster asset growth than 42% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

8.1%

Faster revenue growth than 51% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$727,137

Up $15,756 (+2.2%) from 2024

Liabilities

Down

$12,872

Down $24,873 (-66%) from 2024

Net Assets

Up

$714,265

Up $40,629 (+6.0%) from 2024

Operations
Liabilities / Revenue55th percentileNet Margin50th percentile

Revenue

Up

$709,610

Up $53,339 (+8.1%) from 2024

Expenses

Down

$668,981

Down $5,970 (-0.9%) from 2024

Net Income

Up

$40,629

Up $59,309 (+318%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$800K$600K$400K$200K$0Assets 2012: $212,935Liabilities 2012: $17,548Net Assets 2012: $195,3872012Assets 2013: $267,924Liabilities 2013: $16,427Net Assets 2013: $251,4972013Assets 2014: $272,697Liabilities 2014: $27,066Net Assets 2014: $245,6312014Assets 2015: $318,935Liabilities 2015: $16,835Net Assets 2015: $302,1002015Assets 2016: $325,042Liabilities 2016: $11,142Net Assets 2016: $313,9002016Assets 2017: $363,593Liabilities 2017: $13,244Net Assets 2017: $350,3492017Assets 2018: $347,088Liabilities 2018: $17,266Net Assets 2018: $329,8222018Assets 2019: $394,528Liabilities 2019: $11,657Net Assets 2019: $382,8712019Assets 2020: $489,020Liabilities 2020: $14,211Net Assets 2020: $474,8092020Assets 2021: $692,138Liabilities 2021: $16,822Net Assets 2021: $675,3162021Assets 2022: $739,744Liabilities 2022: $16,676Net Assets 2022: $723,0682022Assets 2023: $712,947Liabilities 2023: $20,631Net Assets 2023: $692,3162023Assets 2024: $711,381Liabilities 2024: $37,745Net Assets 2024: $673,6362024Assets 2025: $727,137Liabilities 2025: $12,872Net Assets 2025: $714,2652025

Highlighted filing

2025

Assets$727,137
Liabilities$12,872
Net Assets$714,265
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $417,3422012Expenses 2013: $456,2252013Revenue 2014: $507,410Expenses 2014: $513,276Net Income 2014: -$5,8662014Revenue 2015: $559,852Expenses 2015: $503,383Net Income 2015: $56,4692015Revenue 2016: $554,016Expenses 2016: $542,216Net Income 2016: $11,8002016Revenue 2017: $680,602Expenses 2017: $644,153Net Income 2017: $36,4492017Revenue 2018: $640,941Expenses 2018: $661,468Net Income 2018: -$20,5272018Revenue 2019: $678,875Expenses 2019: $625,826Net Income 2019: $53,0492019Revenue 2020: $688,104Expenses 2020: $596,166Net Income 2020: $91,9382020Revenue 2021: $656,726Expenses 2021: $456,219Net Income 2021: $200,5072021Revenue 2022: $649,803Expenses 2022: $602,051Net Income 2022: $47,7522022Revenue 2023: $673,927Expenses 2023: $704,679Net Income 2023: -$30,7522023Revenue 2024: $656,271Expenses 2024: $674,951Net Income 2024: -$18,6802024Revenue 2025: $709,610Expenses 2025: $668,981Net Income 2025: $40,6292025

Highlighted filing

2025

Revenue$709,610
Expenses$668,981
Net Income$40,629
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$727,137
Liabilities
$12,872
Net assets
$714,265
Revenue
$709,610
Expenses
$668,981
Net income
$40,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.27$0.13$7.14$7.10$6.69$0.41
2024Detailed filing. Detailed filing data is available for this year.$7.11$0.38$6.74$6.56$6.75$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.21$6.92$6.74$7.05$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.40$0.17$7.23$6.50$6.02$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.92$0.17$6.75$6.57$4.56$2.01
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.14$4.75$6.88$5.96$0.92
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.12$3.83$6.79$6.26$0.53
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.17$3.30$6.41$6.61$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.13$3.50$6.81$6.44$0.36
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.11$3.14$5.54$5.42$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.17$3.02$5.60$5.03$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.27$2.46$5.07$5.13$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.16$2.51$4.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.18$1.95$4.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Gross Receipts
$709,610
Mission and Program Overview

Mission

The mission of the state university of new york at oneonta alumni association, inc. Is to connect, engage, support, and celebrate alumni, students, faculty, staff, and friends to cultivate pride.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$539,306$564,296▲ $24,990
Cash and Non-Interest-Bearing Accounts$15,167$86,963▲ $71,796
Accounts Receivable$156,908$75,878▼ $81,030
Total Assets$711,381$727,137▲ $15,756
Liabilities
Accounts Payable and Accrued Expenses$37,745$12,872▼ $24,873
Grants Payable$0--
Total Liabilities$37,745$12,872▼ $24,873
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$673,636$714,265▲ $40,629
Total Net Assets Fund Balance$673,636$714,265▲ $40,629
Total Liabilities and Net Assets / Fund Balance$711,381$727,137▲ $15,756
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Drew MckayPast President
Alice MaggiorePresident
Annemarie HaumesserVice President
Christine WarnquistDirector
Evan RakowskiDirector
Greg FloydDirector
Harry Bradshaw MatthewsDirector
Jane BaileyDirector
Kathy MeekerDirector
Loraine TylerDirector
Lynne TalbotDirector
Rebecca TernoskyDirector
River WebsterDirector
Scott SaltzmanDirector
Taylor SargentDirector
Laura Madelone LincolnExecutive Director
Dr Toke KnudsenHonorary Director (non-voting)
Jim ZiansHonorary Director (non-voting)
Sarah PortwayHonorary Director (non-voting)
Alberto J CardelleEx-officio Member (non-voting)
Daren RylewiczEx-officio Member (non-voting)
Paul J AdamoEx-officio Member (non-voting)
Ed AluckSecretary
Jason PomeroyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,213
Program Service Revenue
$227,876
Investment Income
$26,645
Other Revenue
$5,876
Change in Net Assets
$40,629

Audited Revenue Reconciliation

Revenue per Audited Statements
$708,783
Revenue Not Reported on Financial Statements
$827
Revenue Not Reported on Form 990
$319,994
Total Revenue per Audited Statements
$1,028,777
Total Revenue per Form 990
$709,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$508,791
Total Fundraising Expense$107,934
Grants and Similar Amounts Paid$104,007
Salaries, Compensation, and Employee Benefits$56,183
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$104,007--$104,007
Other Expenses$60,425-$107,934$60,425
Other Salaries and Wages-$42,230-$42,230
Other Employee Benefits-$13,953-$13,953
Fees for Services Other-$8,650-$8,650
Insurance-$7,688-$7,688
Office Expenses-$7,497-$7,497
Advertising-$3,483-$3,483
All Other Expenses-$3,311-$3,311
Conferences and Meetings-$1,518-$1,518
Fees for Service Investment Mgmnt Fees-$827-$827
Total Functional Expenses$471,890$89,157$107,934$668,981

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$988,148
Total Expenses per Form 990$668,981
Expenses per Audited Statements$668,154
Expenses Not Reported on Form 990$319,994
Expenses Not Reported on Financial Statements$827
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
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

“Review of form 990 is completed during the course of a regularly scheduled board meeting at which a quorum is present. In the event no meeting is scheduled prior to the due date of filing form 990, the board of directors may review and approve the form electronically with all approvals being forwarded to the executive director of the alumni association.”

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

“Board members and senior staff are required to annually disclose and promptly update any disclosures previously made on an annual conflict of interest disclosure questionnaire. The policy requires them to identify interests that could give rise to conflicts such as family members, substantial business of investment holdings, and other transactions or affiliations with businesses and other organizations, or those of family members or other non-profits. The secretary and governance committee review all conflict of interest statements from each board member.”

Form 990, Part VI, Section C, Line 19

“Governing documents including the conflict of interest policy and financial statements will be made available to the public upon request. These documents will be kept by the executive director. The executive director shall produce the documents upon receipt of a written or verbal request of the public. The executive director shall keep a record of the written/verbal request.”

Filing and Contact Details

Filer

Filer Name
State University of New York at Oneonta
EIN
37-1492540
Phone
6074362526
Address
108 RAVINE PARKWAY EER, ONEONTA, NY 13820

Signing Officer

Name
Laura Madelone Lincoln
Title
Executive Director
Phone
6074362526
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drew Mckay
Formed
2003
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
590

Preparer

Firm
Efpr Advisory LLC
Address
6390 MAIN STREET SUITE 200, WILLIAMSVILLE, NY 14221
Preparer
David a Urban CPA
Phone
7166340700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes have taken place during the fiscal year ended june 30, 2025.”

Financial Statement Notes

PART X, LINE 2:

“The association is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (the code), therefore, no provision for income taxes is reflected in the financial statements. The association has been classified as a publicly supported organization that is not a private foundation under section 509(a) of the code. The association presently discloses or recognizes income tax positions based on management's estimate of whether it is reasonably possible or probable that a liability has been incurred for unrecognized income taxes. Management has concluded that the association has taken no uncertain tax positions that require adjustment in its financial statements. U.s. Forms 990 filed by the association are subject to examination by taxing authorities.”

Raw XML AppendixShowing 400 of 656 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.

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IRS990/ActivityOrMissionDesc0THE MISSION OF THE STATE UNIVERSITY OF NEW YORK AT ONEONTA ALUMNI ASSOCIATION, INC. IS TO CONNECT, ENGAGE, SUPPORT, AND CELEBRATE ALUMNI, STUDENTS, FACULTY, STAFF, AND FRIENDS TO CULTIVATE PRIDE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20HONORARY DIRECTOR (NON-VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt21HONORARY DIRECTOR (NON-VOTING)
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IRS990/MissionDesc0THE MISSION OF THE STATE UNIVERSITY OF NEW YORK AT ONEONTA ALUMNI ASSOCIATION, INC. IS TO CONNECT, ENGAGE, SUPPORT, AND CELEBRATE ALUMNI, STUDENTS, FACULTY, STAFF, AND FRIENDS TO CULTIVATE PRIDE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0VARIOUS PROJECTS SUCH AS CULTURAL AND EDUCATIONAL ENRICHMENT PROJECTSINCLUDING: ACADEMIC EXCELLENCE WHICH HIGHLIGHTS, AWARDS, ANDPROMOTES ACADEMIC ACHIEVEMENT FOR FACULTY, STUDENTS, AND THE UNIVERSITYCOMMUNITY. THE ALUMNI CULTURAL FUND FOSTERS NUMEROUS MULTICULTURAL,FINE, AND PERFORMING ARTS ACTIVITIES FOR THE CAMPUS, ALUMNI, ANDFRIENDS. THE ALUMNI ASSOCIATION ALSO PROMOTES THE UNIVERSITY'S COMMONREAD, ADMISSION PROGRAMS, LIBRARY ACQUISITIONS, STUDENT LIFE PROGRAMS, STUDENT RESEARCH AND CREATIVE ACTIVITY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0REFLECTIONS IS PUBLISHED THREE TIMES A YEAR AND IS FUNDED BY THE ALUMNI ASSOCIATION.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ALUMNI ASSOCIATION IS PROUD TO SUPPORT STUDENT SUCCESS BY PROVIDING SCHOLARSHIPS ANNUALLY. SIXTY STUDENTS RECEIVED AN ALUMNI SCHOLARSHIP. SEVEN STUDENTS RECEIVED THE ANNUAL 9/11 MEMORIAL SCHOLARSHIP.
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