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Nonprofit · EIN 14-1792216

MONTGOMERY COUNTY OFFICE FOR THE AGING INC

Tax-exempt · AMSTERDAM, NY 12010

Financials

$2.2M$2.1M2023$2.4M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY COUNTY OFFICE FOR THE AGING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$2,412,592$2,243,901$168,691$2,187,167$785,862$1,401,305
March 31, 2024990$2,177,680$2,143,165$34,515$1,742,551$512,315$1,230,236
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$2,372,762
of which government grants
$2,050,675
Program service revenue
$35,187
Investment income
$4,643
Net gain from sales of assets
$560
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$83,150
Other salaries and wages
$635,644
Salaries, compensation and benefits (total)
$885,347
Professional fundraising fees
$0
Accounting fees
$16,363
Occupancy
$60,559
Travel
$24,648
Depreciation
$48,347
Program services (functional)
$2,000,881
Management and general (functional)
$215,356
Fundraising (functional)
$27,664

Balance sheet and other

Total assets, start of year
$1,742,551
Total assets, end of year
$2,187,167
Total liabilities, end of year
$785,862
Net assets, end of year
$1,401,305
Land, buildings and equipment
$571,860
Publicly traded securities
$248,701
Net assets without donor restrictions
$316,635
Net assets with donor restrictions
$1,084,670
Gross receipts
$2,429,562
Employees
18
Volunteers
75
Year formed
1996
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DAVID JORDANEXECUTIVE DI
Trustee or director, Officer
37.5$83,150$13,341
DEBORAH SLEZAKPRESIDENT
Trustee or director, Officer
2$0$0
KIRSTEN DUNN1ST VICE PRE
Trustee or director, Officer
2$0$0
BRITTANY KOLBE2ND VICE PRE
Trustee or director, Officer
2$0$0
NANCY VERTUCCISECRETARY
Trustee or director, Officer
2$0$0
JESSICA BATESTREASURER
Trustee or director, Officer
2$0$0
JOAN CIMINODIRECTOR
Trustee or director
1$0$0
PHILIP CORTESEDIRECTOR
Trustee or director
1$0$0
VIC GIULIANELLIDIRECTOR
Trustee or director
1$0$0
NERISSA HANLEYDIRECTOR
Trustee or director
1$0$0
JOSHUA HELDDIRECTOR
Trustee or director
1$0$0
JEANNE SODIRECTOR
Trustee or director
1$0$0
FRED VAN DE BOGARTDIRECTOR
Trustee or director
1$0$0
WILLIAM WINSMANDIRECTOR
Trustee or director
1$0$0
DENNIS YACOBUCCIDIRECTOR
Trustee or director
1$0$0
990 for the year ended March 31, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
DAVID JORDANEXECUTIVE DI
Trustee or director, Officer
37.5$78,646$13,270
WILLIAM WINSMANPRESIDENT
Trustee or director, Officer
2$0$0
DEBORAH SLEZAK1ST VICE PRE
Trustee or director, Officer
2$0$0
KIRSTEN DUNN2ND VICE PRE
Trustee or director, Officer
2$0$0
NANCY VERTUCCISECRETARY
Trustee or director, Officer
2$0$0
JESSICA BATESTREASURER
Trustee or director, Officer
2$0$0
JOAN CIMINODIRECTOR
Trustee or director
1$0$0
PHILIP CORTESEDIRECTOR
Trustee or director
1$0$0
ROBERT DIEVENDORFDIRECTOR
Trustee or director
1$0$0
JOSHUA HELDDIRECTOR
Trustee or director
1$0$0
BRITTANY KOLBEDIRECTOR
Trustee or director
1$0$0
KATHLEEN ROSEDIRECTOR
Trustee or director
1$0$0
JEANNE SODIRECTOR
Trustee or director
1$0$0
DENNIS YACOBUCCIDIRECTOR
Trustee or director
1$0$0
ROBERTA WINSMANDIRECTOR EME
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
135 GUY PARK AVE, AMSTERDAM, NY 12010-3205
Principal officer (990 for 2024)
DAVID JORDAN, 135 GUY PARK AVENUE, AMSTERDAM, NY 12010
Signed the 990
DAVID JORDAN, EXECUTIVE DIRECTOR
Phone
(518) 843-2300
Return prepared by
PHILIP BECKETT CPA PC

Mission

TO SERVE THE COMMUNITY BY ASSISTING THE AGING TO MAINTAIN THEIR INDEPENDENCE WITH DIGNITY.

990 for the year ended March 31, 2025

Program accomplishments

  • PROGRAMS - CONSIST OF 17 DISTINCT FUNCTIONS PROVIDING CONGREGATE MEALS AND HOME DELIVERD MEALS, NUTRITION COUNSELING, EDUCATION, PERSONAL CARE AND HOUSEKEEPING,HEALTH INSURANCE INFORMATION, EMPLOYMENT, AND OTHER SERVICES TO SENIOR CITIZENS AND OTHER QUALIFIED RESIDENTS OF MONTGOMERY COUNTY, NEW YORK.
    Expenses $2,000,881 · revenue $35,187

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
14-1792216
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81)
Assets (IRS master file)
$2,187,167
Income (IRS master file)
$2,429,562

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$2,412,592$2,243,901$2,187,167XML
990March 2024$2,177,680$2,143,165$1,742,551XML
990March 2023$2,230,392$2,148,394$1,679,536IRS
990March 2022–––IRS
990March 2021–––IRS
990March 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1792216).

Questions about MONTGOMERY COUNTY OFFICE FOR THE AGING INC

What is the EIN of MONTGOMERY COUNTY OFFICE FOR THE AGING INC?
The employer identification number (EIN) of MONTGOMERY COUNTY OFFICE FOR THE AGING INC is 14-1792216.
Is MONTGOMERY COUNTY OFFICE FOR THE AGING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to MONTGOMERY COUNTY OFFICE FOR THE AGING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTGOMERY COUNTY OFFICE FOR THE AGING INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTGOMERY COUNTY OFFICE FOR THE AGING INC due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTGOMERY COUNTY OFFICE FOR THE AGING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of MONTGOMERY COUNTY OFFICE FOR THE AGING INC?
The 990 for the year ended March 31, 2025 names DAVID JORDAN.
Who are the officers and directors of MONTGOMERY COUNTY OFFICE FOR THE AGING INC?
The 990 for the year ended March 31, 2025 lists 15 people; 1 received compensation from the organization, the highest $83,150 (DAVID JORDAN, EXECUTIVE DI).
How much revenue does MONTGOMERY COUNTY OFFICE FOR THE AGING INC have?
On its 990 for the year ended March 31, 2025 it reported revenue of $2,412,592, expenses of $2,243,901 and total assets of $2,187,167 at year end.

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