Civic Intelligence

Community Foundation of Otsego County Inc.

990 • Fiscal year 2023 • EIN 84-2243769

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

Organization ProfileCFOTSEGO.ORG
PO Box 55Springfield Center, NY 13468

(609) 306-1124

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,210,206

Up $1,332,262 (+46%) from 2022

Net Assets

Up

$3,847,580

Up $1,266,214 (+49%) from 2022

Liabilities

Up

$362,626

Up $66,048 (+22%) from 2022

Revenue And Expenses

Revenue

Up

$1,598,370

Up $1,396,256 (+691%) from 2022

Expenses

Up

$432,286

Up $100,885 (+30%) from 2022

Net Income

Up

$1,166,084

Up $1,295,371 (+1002%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$4,210,206
Liabilities$362,626
Net Assets$3,847,580
Open 2023 Filing

Operations Trend

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

2023

Revenue$1,598,370
Expenses$432,286
Net Income$1,166,084
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.0
Gross Receipts
$1,598,370
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.

The organization leads and inspires community wide efforts that significantly improve the quality of life and the prosperity of the Otsego County, NY 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 in Publicly Traded Securities$1,594,963$2,416,759▲ $821,796
Accounts Receivable$587,580$460,151▼ $127,429
Cash and Non-Interest-Bearing Accounts$678,329$164,129▼ $514,200
Intangible Assets$17,072$13,601▼ $3,471
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,877,944$4,210,206▲ $1,332,262
Other Assets Total-$1,155,566-
Liabilities
Other Liabilities$286,359$360,780▲ $74,421
Accounts Payable and Accrued Expenses$10,219$1,846▼ $8,373
Total Liabilities$296,578$362,626▲ $66,048
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$290,835$2,157,876▲ $1,867,041
Net Assets With Donor Restrictions$2,290,531$1,689,704▼ $600,827
Total Net Assets Fund Balance$2,581,366$3,847,580▲ $1,266,214
Total Liabilities and Net Assets / Fund Balance$2,877,944$4,210,206▲ $1,332,262

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$326,967-▲ $40,899-$366,666
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeff KatzExecutive DirectorFT$86,148$86,148

Board Members and Trustees

NameTitle
Herry LevinePresident
Gary HerzigVice President
Alan DonovanDirector
Andrew MariettaDirector
Candice ShannonDirector
Dave RowleyDirector
David T BlissDirector
Donna JohnsonDirector
Faith GayDirector
James SewardDirector
Janelle LewisDirector
Lou AllstadtDirector
Michele FarwellDirector
Patsy SmithDirector
Tim LordDirector
Tom SimpsonDirector
Patricia KennedySecretary
Scott WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,340,271
Program Service Revenue
$14,510
Investment Income
$234,589
Other Revenue
$9,000
All Other Contributions
$1,340,271
Change in Net Assets
$1,166,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,586,243
Revenue Not Reported on Financial Statements
$12,127
Revenue Not Reported on Form 990
$33,753
Total Revenue per Audited Statements
$1,619,996
Total Revenue per Form 990
$1,598,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$234,942
Salaries, Compensation, and Employee Benefits$106,650
Other Expenses$90,694
Total Fundraising Expense$41,836
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$234,942--$234,942
Current Officers, Directors, Trustees, and Key Employees$28,716$28,717$28,716$86,149
Fees for Services Accounting-$16,959-$16,959
Fees for Service Investment Mgmnt Fees-$12,127-$12,127
Other Employee Benefits$3,722$3,722$3,722$11,166
Payroll Taxes$2,730$2,315$2,315$7,360
All Other Expenses$2,719$3,605$392$6,716
Fees for Services Other-$1,090$4,750$5,840
Depreciation Depletion-$3,471-$3,471
Fees for Services Legal-$2,558-$2,558
Other Expenses$5,825$2,361$1,941$2,361
Advertising-$2,245-$2,245
Other Salaries and Wages$1,975--$1,975
Office Expenses-$1,848-$1,848
Insurance-$1,692-$1,692
Total Functional Expenses$305,147$85,303$41,836$432,286

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$432,286
Expenses per Audited Statements$420,159
Total Expenses per Audited Statements$420,159
Expenses Not Reported on Financial Statements$12,127
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic CharitiesOneonta, NY503(c)(3)General Assistance$35,000
The CenterUtica, NY-General Assistance$27,542
Helios CareOneonta, NY503(c)(3)General Assistance$17,500
Catskill Agrarian AllianceHamden, NY503(c)(3)General Assistance$10,000
Hartwick CollegeOneonta, NY503(c)(3)General Assistance$10,000
Safe Schools Mohawk ValleyUtica, NY503(c)(3)General Assistance$10,000
Community Artists NetworkOneonta, NY503(c)(3)General Assistance$9,500
Family ServicesOneonta, NY503(c)(3)General Assistance$8,800
St James Feeding MinistiesOneonta, NY503(c)(3)General Assistance$6,000
Arc OtsegoOneonta, NY503(c)(3)General Assistance$5,500
Athelas Therapeutic RidingOtego, NY503(c)(3)General Assistance$5,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency funds$360,780
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
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 board of directors reviews and approves the 990 prior to filing”

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

“Conflict of interest forms are completed by the board members at the beginning of each year. Directors also disclose conflicts if they emerge on prospective projects throughout the year.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Community Foundation of
EIN
84-2243769
Phone
6093061124
Address
PO BOX 55, SPRINGFIELD CENTER, NY 13468

Signing Officer

Name
Scott White
Title
Treasurer
Signed
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott White
Formed
2019
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
18
Employees
2

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Mary E Manzanero
Phone
6074328700
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IRS990/MissionDesc0The organization leads and inspires community wide efforts that significantly improve the quality of life and the prosperity of the Otsego County, NY 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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,210,206
Liabilities
$362,626
Net assets
$3,847,580
Revenue
$1,598,370
Expenses
$432,286
Net income
$1,166,084
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