Nonprofit · EIN 84-2243769
COMMUNITY FOUNDATION OF OTSEGO COUNTY INC
Tax-exempt · SPRINGFLD CTR, NY 13468
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,623,933 | $1,349,292 | $2,274,641 | $10,784,153 | $545,212 | $10,238,941 |
| December 31, 2024 | 990 | $4,763,201 | $693,067 | $4,070,134 | $8,272,634 | $450,143 | $7,822,491 |
| December 31, 2023 | 990 | $1,598,370 | $432,286 | $1,166,084 | $4,210,206 | $362,626 | $3,847,580 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,025,336
- Program service revenue
- $21,121
- Investment income
- $561,882
- Net gain from sales of assets
- $47,733
- Other revenue
- $15,594
Expenses
- Grants and similar amounts paid
- $944,488
- Compensation of officers, directors and key employees
- $94,603
- Other salaries and wages
- $78,387
- Salaries, compensation and benefits (total)
- $218,996
- Professional fundraising fees
- $0
- Legal fees
- $5,336
- Accounting fees
- $22,020
- Depreciation
- $2,123
- Program services (functional)
- $1,136,716
- Management and general (functional)
- $106,821
- Fundraising (functional)
- $105,755
Balance sheet and other
- Total assets, start of year
- $8,272,634
- Total assets, end of year
- $10,784,153
- Total liabilities, end of year
- $545,212
- Net assets, end of year
- $10,238,941
- Publicly traded securities
- $7,584,030
- Net assets without donor restrictions
- $2,089,073
- Net assets with donor restrictions
- $8,149,868
- Gross receipts
- $4,299,552
- Employees
- 4
- Volunteers
- 22
- Year formed
- 2019
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF KATZ | Executive Dir. Officer | 40 | $94,603 |
| Mike Balboa | Director Trustee or director | 1 | $0 |
| LOU ALLSTADT | Director Trustee or director | 1 | $0 |
| RACHEL FRICK-CARDELLE | Director Trustee or director | 1 | $0 |
| ALAN DONOVAN | Director Trustee or director | 2 | $0 |
| Angelica Palmer | Director Trustee or director | 1 | $0 |
| Caroline Shaver | Intern Trustee or director | 1 | $0 |
| PATRICIA KENNEDY | Secretary Trustee or director, Officer | 2 | $0 |
| HARRY LEVINE | Director Trustee or director | 5 | $0 |
| TIM LORD | Vice President Trustee or director, Officer | 1 | $0 |
| ANDREW MARIETTA | Director Trustee or director | 1 | $0 |
| DAVE ROWLEY | President Trustee or director, Officer | 1 | $0 |
| CANDICE SHANNON | Director Trustee or director | 1 | $0 |
| TOM SIMPSON | Director Trustee or director | 1 | $0 |
| MICHELE FARWELL | Director Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT WHITE | Treasurer Trustee or director, Officer | 2 | $0 |
| TAMIE REED | Director Trustee or director | 1 | $0 |
| CHERYL ROBINSON | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF KATZ | Executive Dir. Officer | 40 | $92,627 |
| DAVID T BLISS | Director Trustee or director | 1 | $0 |
| LOU ALLSTADT | Director Trustee or director | 1 | $0 |
| RACHEL FRICK-CARDELLE | Director Trustee or director | 1 | $0 |
| ALAN DONOVAN | Director Trustee or director | 2 | $0 |
| GARY HERZIG | Vice President Trustee or director, Officer | 1 | $0 |
| DONNA JOHNSON | Director Trustee or director | 1 | $0 |
| PATRICIA KENNEDY | Secretary Trustee or director, Officer | 2 | $0 |
| HARRY LEVINE | President Trustee or director, Officer | 5 | $0 |
| TIM LORD | Director Trustee or director | 1 | $0 |
| ANDREW MARIETTA | Director Trustee or director | 1 | $0 |
| DAVE ROWLEY | Director Trustee or director | 1 | $0 |
| CANDICE SHANNON | Director Trustee or director | 1 | $0 |
| TOM SIMPSON | Director Trustee or director | 1 | $0 |
| MICHELE FARWELL | Director Trustee or director | 1 | $0 |
| SCOTT WHITE | Treasurer Trustee or director, Officer | 2 | $0 |
| TAMIE REED | Director Trustee or director | 1 | $0 |
| CHERYL ROBINSON | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF KATZ | Executive Dir. Officer | 40 | $86,148 |
| DAVID T BLISS | Director Trustee or director | 1 | $0 |
| LOU ALLSTADT | Director Trustee or director | 1 | $0 |
| FAITH GAY | Director Trustee or director | 1 | $0 |
| ALAN DONOVAN | Director Trustee or director | 2 | $0 |
| GARY HERZIG | Vice President Trustee or director, Officer | 1 | $0 |
| DONNA JOHNSON | Director Trustee or director | 1 | $0 |
| PATRICIA KENNEDY | Secretary Trustee or director, Officer | 2 | $0 |
| HERRY LEVINE | President Trustee or director, Officer | 5 | $0 |
| TIM LORD | Director Trustee or director | 1 | $0 |
| ANDREW MARIETTA | Director Trustee or director | 1 | $0 |
| DAVE ROWLEY | Director Trustee or director | 1 | $0 |
| JAMES SEWARD | Director Trustee or director | 1 | $0 |
| CANDICE SHANNON | Director Trustee or director | 1 | $0 |
| TOM SIMPSON | Director Trustee or director | 1 | $0 |
| PATSY SMITH | Director Trustee or director | 1 | $0 |
| SCOTT WHITE | Treasurer Trustee or director, Officer | 2 | $0 |
| MICHELE FARWELL | Director Trustee or director | 1 | $0 |
| JANELLE LEWIS | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 55, SPRINGFLD CTR, NY 13468-0055
- In care of
- % SCHLATHER AND BIRCH
- Principal officer (990 for 2025)
- SCOTT WHITE, PO BOX 55, SPRINGFIELD CENTER, NY 13468
- Signed the 990
- SCOTT WHITE, Treasurer
- Phone
- (609) 306-1124
- Website
- HTTPS://CFOTSEGO.ORG
- Return prepared by
- Mostert Manzanero & Scott LLP
Mission
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.
Program accomplishments
- Community outreach and educationExpenses $1,136,716 · grants $944,488 · revenue $21,121
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-2243769
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $10,784,153
- Income (IRS master file)
- $4,299,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,623,933 | $1,349,292 | $10,784,153 | XML |
| 990 | December 2024 | $4,763,201 | $693,067 | $8,272,634 | XML |
| 990 | December 2023 | $1,598,370 | $432,286 | $4,210,206 | XML |
| 990 | December 2022 | $202,114 | $331,401 | $2,877,944 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 84-2243769).
Questions about COMMUNITY FOUNDATION OF OTSEGO COUNTY INC
- What is the EIN of COMMUNITY FOUNDATION OF OTSEGO COUNTY INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF OTSEGO COUNTY INC is 84-2243769.
- Is COMMUNITY FOUNDATION OF OTSEGO COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to COMMUNITY FOUNDATION OF OTSEGO COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF OTSEGO COUNTY 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 COMMUNITY FOUNDATION OF OTSEGO COUNTY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF OTSEGO COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF OTSEGO COUNTY INC?
- The 990 for the year ended December 31, 2025 names SCOTT WHITE.
- Who are the officers and directors of COMMUNITY FOUNDATION OF OTSEGO COUNTY INC?
- The 990 for the year ended December 31, 2025 lists 18 people; 1 received compensation from the organization, the highest $94,603 (JEFF KATZ, Executive Dir.).
- How much revenue does COMMUNITY FOUNDATION OF OTSEGO COUNTY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,623,933, expenses of $1,349,292 and total assets of $10,784,153 at year end.
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