Civic Intelligence

Community Foundation of Otsego County Inc.

990 • Fiscal year 2021 • EIN 84-2243769

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 26, 2022

Organization Profilecfotsego.org
PO Box 55Springfield Center, NY 13468-0055

(609) 306-1124

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

90%

Higher net margin than 91% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

112%

Faster asset growth than 94% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

188%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,710,653

Up $1,431,164 (+112%) from 2020

Net Assets

Up

$2,710,653

Up $2,157,267 (+390%) from 2020

Liabilities

Down

$0

Down $726,103 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin91st percentile

Revenue

Up

$1,597,490

Up $1,042,173 (+188%) from 2020

Expenses

Down

$166,326

Down $43,851 (-21%) from 2020

Net Income

Up

$1,431,164

Up $1,086,024 (+315%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$10M$5.0M$0Assets 2019: $629,068Liabilities 2019: $420,822Net Assets 2019: $208,2462019Assets 2020: $1,279,489Liabilities 2020: $726,103Net Assets 2020: $553,3862020Assets 2021: $2,710,653Liabilities 2021: $0Net Assets 2021: $2,710,6532021Assets 2022: $2,877,944Liabilities 2022: $296,578Net Assets 2022: $2,581,3662022Assets 2023: $4,210,206Liabilities 2023: $362,626Net Assets 2023: $3,847,5802023Assets 2024: $8,272,634Liabilities 2024: $450,143Net Assets 2024: $7,822,4912024

Highlighted filing

2021

Assets$2,710,653
Liabilities$0
Net Assets$2,710,653
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $243,535Expenses 2019: $35,289Net Income 2019: $208,2462019Revenue 2020: $555,317Expenses 2020: $210,177Net Income 2020: $345,1402020Revenue 2021: $1,597,490Expenses 2021: $166,326Net Income 2021: $1,431,1642021Revenue 2022: $202,114Expenses 2022: $331,401Net Income 2022: -$129,2872022Revenue 2023: $1,598,370Expenses 2023: $432,286Net Income 2023: $1,166,0842023Revenue 2024: $4,763,201Expenses 2024: $693,067Net Income 2024: $4,070,1342024

Highlighted filing

2021

Revenue$1,597,490
Expenses$166,326
Net Income$1,431,164
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 26, 2022
Return Version
2021v4.2
Gross Receipts
$2,496,542
Mission and Program Overview

Mission

We lead and inspire community-wide efforts that significantly improve the quality of life and the prosperity of the Otsego County, New York area. Connecting people who care with causes that matter, we leverage collective knowledge, creativity and resources for a greater impact than any of us can make alone.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$1,536,555-
Pledges and Grants Receivable$726,103$888,916▲ $162,813
Cash and Non-Interest-Bearing Accounts$530,372$264,639▼ $265,733
Land, Buildings, and Equipment, Net$12,212$10,517▼ $1,695
Intangible Assets$10,802$10,026▼ $776
Total Assets$1,279,489$2,710,653▲ $1,431,164
Liabilities
Deferred Revenue$726,103--
Total Liabilities$726,103$0▼ $726,103
Net Assets / Fund Balance
Net Assets With Donor Restrictions$24,566$1,823,282▲ $1,798,716
Net Assets Without Donor Restrictions$528,820$887,371▲ $358,551
Total Net Assets Fund Balance$553,386$2,710,653▲ $2,157,267
Total Liabilities and Net Assets / Fund Balance$1,279,489$2,710,653▲ $1,431,164

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,517$2,957$13,474
Other Securities$1,536,555--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021-$549,969▲ $2,622-$547,428
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Harry LevinePresident
Gary HerzigVice President
Alan DonovanTrustee
Andrew MariettaTrustee
Candice ShannonTrustee
David BlissTrustee
David RowleyTrustee
Donna JohnsonTrustee
Faith GayTrustee
James SewardTrustee
Lou AllstadtTrustee
Patricia KennedyTrustee
Patricia SmithTrustee
Tom SimpsonTrustee
Robert SchlatherSecretary
Scott WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,600,233
Program Service Revenue
$0
Investment Income
$-2,743
Other Revenue
$0
All Other Contributions
$1,600,233
Change in Net Assets
$1,431,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,597,490
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,597,490
Total Revenue per Form 990
$1,597,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,960
Other Expenses$54,366
Total Fundraising Expense$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,960--$111,960
Advertising$22,112-$10,000$32,112
Office Expenses-$6,643-$6,643
Depreciation Depletion-$3,304-$3,304
Fees for Services Accounting-$3,250-$3,250
Information Technology$1,251$1,250-$2,501
Fees for Services Legal-$1,758-$1,758
Insurance-$1,257-$1,257
Occupancy-$1,200-$1,200
Fees for Services Management-$823-$823
Other Expenses$125$1,393-$125
Total Functional Expenses$135,448$20,878$10,000$166,326

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$166,326
Total Expenses per Audited Statements$166,326
Total Expenses per Form 990$166,326
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic CharitiesOneonta, NY-COVID-19 aid$20,000
Glimmerglass Opera Theatre IncCooperstown, NY-COVID-19 aid$10,000
HeliosOneonta, NY-COVID-19 aid$10,000
Safe School Mohawk ValleyUtica, NY-General Assistance$10,000
First Baptist Church of CooperstownCooperstown, NY-General Assistance$9,800
Catskill Center for IndependenceOneonta, NY-COVID-19 aid$9,500
Unadilla Community Farm Education CenterWest Edmeston, NY-General Assistance$8,000
Family Planning of South Central NYOneonta, NY-General Assistance$7,250
Misc other 5000 individuallySpringfield Center, NY-General Assistance$7,160
Orpheua TheatreOneonta, NY-General Assistance$6,600
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
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

“Reviewed by responsible sub-committee prior to acceptance”

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

“The Organization requests, at each Board meeting, the officers, directors and key employees to reveal any conflicts they may have.”

Form 990, Part VI, Section C, line 19

“This information is located on the NYS Charities Burraur Websit or upon request from our Organization”

Filing and Contact Details

Filer

Filer Name
Community Foundation
EIN
84-2243769
Phone
6093061124
Address
PO Box 55, Springfield Center, NY 13468-0055

Signing Officer

Name
Scott White
Title
Treasurer
Phone
6093061124
Signed
2022-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott White
Formed
2019
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Cwynar Farrow & Locke CPAs
Address
43 South Broad Street, Norwich, NY 13815-1787
Preparer
Stephen J Locke
Phone
6073343838
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IRS990/Form990PartVIISectionAGrp/PersonNm13Candice Shannon
IRS990/Form990PartVIISectionAGrp/PersonNm14Tom Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm15Patricia Smith
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IRS990/MissionDesc0We lead and inspire community-wide efforts that significantly improve the quality of life and the prosperity of the Otsego County, New York area. Connecting people who care with causes that matter, we leverage collective knowledge, creativity and resources for a greater impact than any of us can make alone.
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc1Other Operating expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01393
IRS990/OtherExpensesGrp/ProgramServicesAmt0125
IRS990/OtherExpensesGrp/TotalAmt01393
IRS990/OtherExpensesGrp/TotalAmt1125
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0726103
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0888916
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Scott White
IRS990/PriorPeriodAdjustmentsAmt0726103
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Education of the public
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01314
IRS990/ProgSrvcAccomActy3Grp/Desc0COVID-19 related support to organizations
IRS990/ProgSrvcAccomActyOtherGrp/Desc0General purposes
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0555317
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0176300
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt033877
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0345140
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0210177
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0555317
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01431164
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01600233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0555317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0243535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02399085
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02399085
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01600233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0555317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0243535
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02399085
IRS990ScheduleA/TotalSupportAmt02399085
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.27400
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05163
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0549969
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0547428
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02622
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0407013
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt08650
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0386937
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0166326
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0607307
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt07116
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt02
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0602188
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010517
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02957
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013474
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01536555
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Cash and Long-Term Investment Pool
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72600
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01597490
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010517
IRS990ScheduleD/TotalBookValueSecuritiesAmt01536555
IRS990ScheduleD/TotalExpensesPerForm990Amt0166326
IRS990ScheduleD/TotalRevenuePerForm990Amt01597490
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01597490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0166326
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt39500
IRS990ScheduleI/RecipientTable/CashGrantAmt47250
IRS990ScheduleI/RecipientTable/CashGrantAmt59800
IRS990ScheduleI/RecipientTable/CashGrantAmt66600
IRS990ScheduleI/RecipientTable/CashGrantAmt78000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt97160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COVID-19 aid
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COVID-19 aid
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COVID-19 aid
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COVID-19 aid
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General Assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General Assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6General Assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7General Assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8General Assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9General Assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Catholic Charities
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Glimmerglass Opera Theatre Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Helios
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Catskill Center for Independence

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,710,653
Liabilities
$0
Net assets
$2,710,653
Revenue
$1,597,490
Expenses
$166,326
Net income
$1,431,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.27$0.45$7.82$4.76$0.69$4.07
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.36$3.85$1.60$0.43$1.17
2022Detailed filing. Detailed filing data is available for this year.$2.88$0.30$2.58$0.20$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.60$0.17$1.43
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.73$0.55$0.56$0.21$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.42$0.21$0.24$0.04$0.21