Civic Intelligence

Community Foundation of Otsego County Inc.

990 • Fiscal year 2024 • EIN 84-2243769

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 24, 2025

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

(609) 306-1124

Siviq Scores

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

Liabilities / Assets

88th percentile

0.05x

Higher debt load relative to assets than 88% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.09x

Higher debt load relative to revenue than 86% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

85%

Higher net margin than 90% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$92,627

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Asset Growth

95th percentile

96%

Faster asset growth than 95% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

198%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$8,272,634

Up $4,062,428 (+96%) from 2023

Net Assets

Up

$7,822,491

Up $3,974,911 (+103%) from 2023

Liabilities

Up

$450,143

Up $87,517 (+24%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin90th percentile

Revenue

Up

$4,763,201

Up $3,164,831 (+198%) from 2023

Expenses

Up

$693,067

Up $260,781 (+60%) from 2023

Net Income

Up

$4,070,134

Up $2,904,050 (+249%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2024

Assets$8,272,634
Liabilities$450,143
Net Assets$7,822,491
Open 2024 Filing

Operations Trend

Revenue Growth84th 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

2024

Revenue$4,763,201
Expenses$693,067
Net Income$4,070,134
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$4,946,742
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$2,416,759$6,000,781▲ $3,584,022
Accounts Receivable$460,151$300,033▼ $160,118
Cash and Non-Interest-Bearing Accounts$164,129$215,710▲ $51,581
Intangible Assets$13,601$10,130▼ $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$4,210,206$8,272,634▲ $4,062,428
Other Assets Total$1,155,566$1,745,980▲ $590,414
Liabilities
Other Liabilities$360,780$443,014▲ $82,234
Accounts Payable and Accrued Expenses$1,846$7,129▲ $5,283
Total Liabilities$362,626$450,143▲ $87,517
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,689,704$6,035,526▲ $4,345,822
Net Assets Without Donor Restrictions$2,157,876$1,786,965▼ $370,911
Total Net Assets Fund Balance$3,847,580$7,822,491▲ $3,974,911
Total Liabilities and Net Assets / Fund Balance$4,210,206$8,272,634▲ $4,062,428

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$380,180-▲ $36,220-$415,400
2023$340,481-▲ $40,899-$380,180
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeff KatzExecutive DirectorFT$92,627$92,627

Board Members and Trustees

NameTitle
Harry LevinePresident
Gary HerzigVice President
Alan DonovanDirector
Andrew MariettaDirector
Candice ShannonDirector
Cheryl RobinsonDirector
Dave RowleyDirector
David T BlissDirector
Donna JohnsonDirector
Lou AllstadtDirector
Michele FarwellDirector
Rachel Frick-cardelleDirector
Tamie ReedDirector
Tim LordDirector
Tom SimpsonDirector
Patricia KennedySecretary
Scott WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,411,400
Program Service Revenue
$4,282
Investment Income
$346,519
Other Revenue
$1,000
All Other Contributions
$4,411,400
Change in Net Assets
$4,070,134

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$109,201
Total Noncash Contributions1$109,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,750,283
Revenue Not Reported on Financial Statements
$12,918
Revenue Not Reported on Form 990
$-95,223
Total Revenue per Audited Statements
$4,655,060
Total Revenue per Form 990
$4,763,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$406,386
Salaries, Compensation, and Employee Benefits$166,449
Other Expenses$120,232
Total Fundraising Expense$94,497
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$406,386--$406,386
Current Officers, Directors, Trustees, and Key Employees$32,419$30,104$30,104$92,627
Other Salaries and Wages$1,802$5,802$32,440$40,044
Other Employee Benefits$5,808$6,032$10,499$22,339
Fees for Services Accounting-$16,675-$16,675
Fees for Service Investment Mgmnt Fees$12,918--$12,918
Payroll Taxes$2,976$3,087$5,376$11,439
All Other Expenses$2,303$4,248$2,763$9,314
Other Expenses$2,266$5,297$6,798$9,064
Office Expenses$2,843$2,842-$5,685
Fees for Services Legal-$3,530-$3,530
Depreciation Depletion-$3,471-$3,471
Advertising$2,960--$2,960
Insurance-$1,231-$1,231
Fees for Services Other-$1,227-$1,227
Total Functional Expenses$515,024$83,546$94,497$693,067

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$693,067
Expenses per Audited Statements$680,149
Total Expenses per Audited Statements$680,149
Expenses Not Reported on Financial Statements$12,918
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Buttonwood FoundationNew York, NY-General Assistance$200,000
Catskill Agrarian AllianceHamden, NY-General Assistance$15,000
Suny Oneonta Research FdOneonta, NY-General Assistance$13,200
Bassett Medical CenterCooperstown, NY-General Assistance$10,000
Community Cupboard EdmestonEdmeston, NY-General Assistance$10,000
Opportunities for OtsegoOneonta, NY-General Assistance$10,000
Richfield Springs Community CRichfield Sprin, NY-General Assistance$10,000
Valley Health ServicesHerkimer, NY-General Assistance$10,000
Bugbee Childrens CenterOneonta, NY-General Assistance$8,785
Cherry Valley Food PantryCherry Valley, NY-General Assistance$7,176
Cooperstown Food PantryCooperstown, NY-General Assistance$7,000
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$443,014
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
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott White
Formed
2019
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
22

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Mary E Manzanero
Phone
6074328700
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,272,634
Liabilities
$450,143
Net assets
$7,822,491
Revenue
$4,763,201
Expenses
$693,067
Net income
$4,070,134
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