Civic Intelligence

Foundation Financial Officers Group Inc

EIN 65-1057720 • 501(c)3 • MT Royal, NJ

Profile

To facilitate opportunities for the exchange of information and ideas, and to encourage networking, among its members to further their development as financial and investment leaders and foundation officers.

19 Mantua RoadMT Royal, NJ 08061

www.ffog.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10.0%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.2%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$997,852

Up $90,591 (+10.0%) from 2023

Liabilities

Up

$213,889

Up $71,991 (+51%) from 2023

Net Assets

Up

$783,963

Up $18,600 (+2.4%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin43rd percentile

Revenue

Up

$1,359,903

Up $102,657 (+8.2%) from 2023

Expenses

Up

$1,341,303

Up $46,009 (+3.6%) from 2023

Net Income

Up

$18,600

Up $56,648 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $336,416Liabilities 2010: $26,612Net Assets 2010: $309,8042010Assets 2011: $444,131Liabilities 2011: $34,343Net Assets 2011: $409,7882011Assets 2012: $447,404Liabilities 2012: $21,611Net Assets 2012: $425,7932012Assets 2013: $522,248Liabilities 2013: $33,323Net Assets 2013: $488,9252013Assets 2014: $566,306Liabilities 2014: $6,133Net Assets 2014: $560,1732014Assets 2015: $647,226Liabilities 2015: $35,453Net Assets 2015: $611,7732015Assets 2016: $657,877Liabilities 2016: $39,293Net Assets 2016: $618,5842016Assets 2017: $738,399Liabilities 2017: $8,140Net Assets 2017: $730,2592017Assets 2018: $670,257Liabilities 2018: $10,625Net Assets 2018: $659,6322018Assets 2019: $772,662Liabilities 2019: $85,108Net Assets 2019: $687,5542019Assets 2020: $788,155Liabilities 2020: $21,766Net Assets 2020: $766,3892020Assets 2021: $1,027,476Liabilities 2021: $22,627Net Assets 2021: $1,004,8492021Assets 2022: $1,141,402Liabilities 2022: $337,991Net Assets 2022: $803,4112022Assets 2023: $907,261Liabilities 2023: $141,898Net Assets 2023: $765,3632023Assets 2024: $997,852Liabilities 2024: $213,889Net Assets 2024: $783,9632024

Highlighted filing

2024

Assets$997,852
Liabilities$213,889
Net Assets$783,963
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $550,014Expenses 2010: $471,356Net Income 2010: $78,6582010Revenue 2011: $593,759Expenses 2011: $493,775Net Income 2011: $99,9842011Revenue 2012: $621,289Expenses 2012: $605,284Net Income 2012: $16,0052012Revenue 2013: $561,160Expenses 2013: $564,521Net Income 2013: -$3,3612013Revenue 2014: $637,984Expenses 2014: $566,736Net Income 2014: $71,2482014Revenue 2015: $773,311Expenses 2015: $721,711Net Income 2015: $51,6002015Revenue 2016: $845,480Expenses 2016: $838,669Net Income 2016: $6,8112016Revenue 2017: $873,558Expenses 2017: $761,883Net Income 2017: $111,6752017Revenue 2018: $712,909Expenses 2018: $783,535Net Income 2018: -$70,6262018Revenue 2019: $909,260Expenses 2019: $881,338Net Income 2019: $27,9222019Revenue 2020: $625,292Expenses 2020: $546,457Net Income 2020: $78,8352020Revenue 2021: $966,195Expenses 2021: $727,735Net Income 2021: $238,4602021Revenue 2022: $1,107,434Expenses 2022: $1,308,872Net Income 2022: -$201,4382022Revenue 2023: $1,257,246Expenses 2023: $1,295,294Net Income 2023: -$38,0482023Revenue 2024: $1,359,903Expenses 2024: $1,341,303Net Income 2024: $18,6002024

Highlighted filing

2024

Revenue$1,359,903
Expenses$1,341,303
Net Income$18,600
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$997,852
Liabilities
$213,889
Net assets
$783,963
Revenue
$1,359,903
Expenses
$1,341,303
Net income
$18,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.21$0.78$1.36$1.34$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.14$0.77$1.26$1.30$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.34$0.80$1.11$1.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.00$0.97$0.73$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.63$0.55$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.09$0.69$0.91$0.88$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.71$0.78$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.87$0.76$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.04$0.62$0.85$0.84$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.61$0.77$0.72$0.05
2014Summary only. Only limited summary data is available for this year.$0.57$0.01$0.56$0.64$0.57$0.07
2013Summary only. Only limited summary data is available for this year.$0.52$0.03$0.49$0.56$0.56$0.00
2012Summary only. Only limited summary data is available for this year.$0.45$0.02$0.43$0.62$0.61$0.02
2011Summary only. Only limited summary data is available for this year.$0.44$0.03$0.41$0.59$0.49$0.10
2010Summary only. Only limited summary data is available for this year.$0.34$0.03$0.31$0.55$0.47$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,359,903
Mission and Program Overview

Mission

To facilitate opportunities for the exchange of information and ideas, and to encourage networking, among its members to further their development as financial and investment leaders and foundation officers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$615,604$561,707▼ $53,897
Cash and Non-Interest-Bearing Accounts$275,793$328,415▲ $52,622
Prepaid Expenses and Deferred Charges$15,864$107,730▲ $91,866
Total Assets$907,261$997,852▲ $90,591
Liabilities
Deferred Revenue$134,150$204,000▲ $69,850
Accounts Payable and Accrued Expenses$7,748$9,889▲ $2,141
Total Liabilities$141,898$213,889▲ $71,991
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$761,774$780,374▲ $18,600
Net Assets With Donor Restrictions$3,589$3,589→ $0
Total Net Assets Fund Balance$765,363$783,963▲ $18,600
Total Liabilities and Net Assets / Fund Balance$907,261$997,852▲ $90,591
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey MalloyPresident (through 10/18/24)
Aden BlissDirector/trustee
Carey ChambersDirector/trustee
Christy UtbergDirector/trustee
Mark RichDirector/trustee
Marlow KeeDirector/trustee
Stephen WebsterDirector/trustee
William MoonDirector/trustee
Elizabeth BanksDirector/ttee (beg 10/18/24)
Maria Woodruff-wrightDirector/ttee (beg 10/18/24)
Matt AguiarDirector/ttee (beg 10/18/24)
Jennifer DegerDirector/ttee (through 10/18/24)
Joyce LeeDirector/ttee (through 10/18/24)
Kenneth Jones IiDirector/ttee (through 10/18/24)
Tim OrtezSecretary
Valerie MartinTreasurer(beg 10/18/24)
Tim OttoTrsr/pres Elect (through 10/18/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Talley Management GroupAssc Management Svcs19 MANTUA ROAD, Mt Royal, NJ 08061$337,291
Revenue and Support

Revenue Composition

Contributions and Grants
$86,650
Program Service Revenue
$1,235,150
Investment Income
$38,103
Other Revenue
$0
All Other Contributions
$86,650
Change in Net Assets
$18,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,359,903
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,359,903
Total Revenue per Form 990
$1,359,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,341,303
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$696,368$17,652-$714,020
Fees for Services Management-$337,291-$337,291
Fees for Services Other$180,735--$180,735
Other Expenses$17,324$9,619-$26,943
Information Technology$20,443$3,085-$23,528
Advertising-$8,510-$8,510
Fees for Services Accounting-$7,848-$7,848
Insurance-$2,160-$2,160
Total Functional Expenses$914,870$426,433$0$1,341,303

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,341,303
Total Expenses per Audited Statements$1,341,303
Total Expenses per Form 990$1,341,303
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization contracts with a management company, the talley management group, inc., to provide management and support services.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the president, treasurer and chair of the audit committee. It is then circulated to all voting members of the board of directors before filing.”

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

“The board of directors and the members of each standing committee are reminded annually of their continuing duty to disclose a financial interest in ffog. Any disclosure that may be a conflict of interest is reviewed by the audit committee, then reported to the board.”

Form 990, Part VI, Section B, Line 15

“Not applicable; no employees”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available to members on the ffog website.”

Filing and Contact Details

Filer

Filer Name
Foundation Financial Officers Group Inc
EIN
65-1057720
Phone
8564233156
Address
19 MANTUA ROAD, MT ROYAL, NJ 08061

Signing Officer

Name
Tim Otto
Title
Treasurer
Phone
8564233156
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Otto
Formed
2000
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
58

Preparer

Firm
Selden Fox Ltd
Address
ONE PARKVIEW PLAZA SUITE 710, OAKBROOK TERRACE, IL 60181
Preparer
John T Wojcik
Phone
6309541400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Investment program services: program service expenses 51,657. Management and general expenses 0. Fundraising expenses 0. Total expenses 51,657. Survey advisory services: program service expenses 56,935. Management and general expenses 0. Fundraising expenses 0. Total expenses 56,935. Survey data services: program service expenses 16,237. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,237. Survey development services: program service expenses 55,906. Management and general expenses 0. Fundraising expenses 0. Total expenses 55,906.”

Form 990 Part XII Line 2C

“The board assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. The oversight and selection processes did not change from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The group follows financial accounting standards board requirements for accounting for uncertain tax positions has determined they are not required to report a liability for any such positions.”

Raw XML AppendixShowing 400 of 493 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/Form990PartVIISectionAGrp/PersonNm2TIM ORTEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3VALERIE MARTIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR/TTEE (THROUGH 10/18/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/TTEE (THROUGH 10/18/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR/TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE GROUP FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS HAS DETERMINED THEY ARE NOT REQUIRED TO REPORT A LIABILITY FOR ANY SUCH POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
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