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Nonprofit · EIN 20-0948875

OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC

Tax-exempt · AMSTERDAM, NY 12010

Financials

$205K$95K2023$134K$122K2024
Revenue Expenses · by fiscal year end
Financials of OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$133,728$121,892$11,836$2,395,678$3,451$2,392,227
March 31, 2024990$205,154$94,590$110,564$2,338,120$2,477$2,335,643
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$45,170
Program service revenue
$0
Investment income
$88,558
Net gain from sales of assets
-$7,489
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$5,525
Depreciation
$321
Program services (functional)
$74,503
Management and general (functional)
$36,324
Fundraising (functional)
$11,065

Balance sheet and other

Total assets, start of year
$2,338,120
Total assets, end of year
$2,395,678
Total liabilities, end of year
$3,451
Net assets, end of year
$2,392,227
Land, buildings and equipment
$482
Publicly traded securities
$2,139,092
Net assets without donor restrictions
$1,612,666
Net assets with donor restrictions
$779,561
Gross receipts
$825,900
Employees
0
Volunteers
10
Year formed
2004
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 / weekCompensationFrom related orgsOther / benefits
DAVID JORDANEXECUTIVE DI
Officer
2$0$83,150$13,341
ANDREW SANTILLOPRESIDENT
Trustee or director, Officer
2$0$0$0
TIM O'BRIEN2ND VICE PRE
Trustee or director, Officer
2$0$0$0
ANNE BOLESSECRETARY
Trustee or director, Officer
2$0$0$0
PETER ROSETREASURER
Trustee or director, Officer
2$0$0$0
MATT BECKDIRECTOR
Trustee or director
1$0$0$0
TRACY HOJOHNDIRECTOR
Trustee or director
1$0$0$0
HEATHER JABLONSKIDIRECTOR
Trustee or director
1$0$0$0
CHAD MAJEWSKIDIRECTOR
Trustee or director
1$0$0$0
CARL MARUCCIDIRECTOR
Trustee or director
1$0$0$0
SHERRY SUITSDIRECTOR
Trustee or director
1$0$0$0
NANCY VERTUCCIDIRECTOR
Trustee or director
1$0$0$0
WILLIAM WINSMANDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended March 31, 2024: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID JORDANEXECUTIVE DI
Officer
37.5$0$78,646$13,270
ANDREW SANTILLOPRESIDENT
Trustee or director, Officer
2$0$0$0
KARA TRAVIS1ST VICE PRE
Trustee or director, Officer
2$0$0$0
TIM O'BRIEN2ND VICE PRE
Trustee or director, Officer
2$0$0$0
ANNE BOLESSECRETARY
Trustee or director, Officer
2$0$0$0
PETER ROSETREASURER
Trustee or director, Officer
2$0$0$0
MATT BECKDIRECTOR
Trustee or director
1$0$0$0
TRACY HOJOHNDIRECTOR
Trustee or director
1$0$0$0
HEATHER JABLONSKIDIRECTOR
Trustee or director
1$0$0$0
CHAD MAJEWSKIDIRECTOR
Trustee or director
1$0$0$0
CARL MARUCCIDIRECTOR
Trustee or director
1$0$0$0
SHERRY SUITSDIRECTOR
Trustee or director
1$0$0$0
NANCY VERTUCCIDIRECTOR
Trustee or director
1$0$0$0
WILLIAM WINSMANDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
135 GUY PARK AVE, AMSTERDAM, NY 12010-3205
In care of
% MICHAEL M SHERIDAN
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

FUNDRAISING FOR MONTGOMERY COUNTY OFFICE FOR AGING, INC.

990 for the year ended March 31, 2025

Program accomplishments

  • FUNDRAISING FOR THE MONTGOMERY COUNTY OFFICE FOR AGING, INC.
    Expenses $74,503

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
20-0948875
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2004
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P118)
Assets (IRS master file)
$2,395,678
Income (IRS master file)
$825,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$133,728$121,892$2,395,678XML
990March 2024$205,154$94,590$2,338,120XML
990March 2023$2,252$89,847$2,186,291IRS
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 20-0948875).

Questions about OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC

What is the EIN of OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC?
The employer identification number (EIN) of OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC is 20-0948875.
Is OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY 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 OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY 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 OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY 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 OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC?
The 990 for the year ended March 31, 2025 names DAVID JORDAN.
Who are the officers and directors of OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC?
The 990 for the year ended March 31, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC have?
On its 990 for the year ended March 31, 2025 it reported revenue of $133,728, expenses of $121,892 and total assets of $2,395,678 at year end.

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