THE OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC (EIN 200948875) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

DAVID JORDAN

Phone

5188432300

Tax Period

2024-04-01 to 2025-03-31

THE OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC, founded in 2004, is a small nonprofit in the Human Services sector that reported $134K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $122K left a modest 9% surplus.

Mission

FUNDRAISING FOR MONTGOMERY COUNTY OFFICE FOR AGING, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $45,170

Program Service Revenue $0

Investment Income $88,558

Other Revenue $0

TOTAL REVENUE $133,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,065

Program Expenses $74,503

Other Expenses $121,892

TOTAL EXPENSES $121,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,728	$205,154	-0.3%
Expenses	$121,892	$94,590	+0.3%
Net Income	$11,836	$110,564	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$96,491

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW SANTILLO	PRESIDENT	2.00	Officer Director	$0	$0	$0
TIM O'BRIEN	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
ANNE BOLES	SECRETARY	2.00	Officer Director	$0	$0	$0
PETER ROSE	TREASURER	2.00	Officer Director	$0	$0	$0
MATT BECK	DIRECTOR	1.00	Director	$0	$0	$0
TRACY HOJOHN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER JABLONSKI	DIRECTOR	1.00	Director	$0	$0	$0
CHAD MAJEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
CARL MARUCCI	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY SUITS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY VERTUCCI	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WINSMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JORDAN	EXECUTIVE DI	2.00	Officer	$0	$13,341	$96,491

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$133,728	$121,892	$2,395,678	$11,836
2024	$205,154	$94,590	$2,338,120	$110,564
2023	$2,252	$89,847	$2,186,291	$-87,595
2022	$184,112	$81,600	$2,234,427	$102,512
2021	$74,364	$90,432	$2,167,801	$-16,068
2020	$587,830	$78,559	$1,745,766	$509,271
2019	$78,654	$95,856	$1,393,524	$-17,202

THE OFFICE FOR AGING FOUNDATION OF MOHAWK VALLEY INC