Community Foundation Of Herkimer And Oneida Counties Inc
Community Foundation maintains strong asset growth and zero reported officer compensation.
EIN: 156016932 · Utica, NY · NTEE: T310 · Updated: 2026-03-28
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Community Foundation Of Herkimer And Oneida Counties Inc is mapped to EIN 156016932.
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90% program spend, health grade A
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| Metric | Value |
|---|---|
| Total Revenue | $30.9M |
| Total Expenses | $14.6M |
| Program Spending | 90% |
| Net Assets | $184.6M |
| Transparency Score | 95/100 |
Search Intent Cockpit
Community Foundation Of Herkimer And Oneida Counties Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Community Foundation Of Herkimer And Oneida Counties Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Community Foundation Of Herkimer And Oneida Counties Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $21.2M and expenses of $14.6M.
Revenue and Expenses
Community Foundation Of Herkimer And Oneida Counties Inc reported $21.2M in revenue and $14.6M in expenses, a surplus of $6.6M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
95/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is Community Foundation Of Herkimer And Oneida Counties Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $13.1M (90%) |
Across stored filings, Community Foundation Of Herkimer And Oneida Counties Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and Philanthropy context |
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Community Foundation Of Herkimer And Oneida Counties Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Community Foundation Of Herkimer And Oneida Counties Inc
Community Foundation Of Herkimer And Oneida Counties Inc (EIN: 156016932) is a nonprofit organization based in Utica, NY, classified under NTEE code T310. The organization reported total revenue of $30.9M and total assets of $221.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Community Foundation Of Herkimer And Oneida Counties Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Community Foundation Of Herkimer And Oneida Counties Inc is a large nonprofit that has been operating for 69 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 14.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $21.2M |
| Total Expenses | $14.6M |
| Surplus / Deficit | +$6.6M |
| Total Assets | $201.5M |
| Total Liabilities | $16.9M |
| Net Assets | $184.6M |
| Operating Margin | 31.2% |
| Debt-to-Asset Ratio | 8.4% |
| Months of Reserves | 165.5 months |
Financial Health Grade: A
In 2023, Community Foundation Of Herkimer And Oneida Counties Inc reported a surplus of $6.6M with revenue exceeding expenses, holds 165.5 months of operating reserves (strong position), has a debt-to-asset ratio of 8.4% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Community Foundation Of Herkimer And Oneida Counties Inc's revenue has grown at a compound annual growth rate (CAGR) of 14.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +51.1% | -5.6% | +14.1% |
| 2022 | -54.6% | +14.4% | -14.8% |
| 2021 | +72.4% | -2.9% | +13.3% |
| 2020 | -30.0% | +3.8% | +6.2% |
| 2019 | +27.3% | +15.6% | +24.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1957 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Community Foundation Of Herkimer And Oneida Counties Inc with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 7%
- programs: 90%
- fundraising: 3%
According to IRS 990 filings, Community Foundation Of Herkimer And Oneida Counties Inc allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $6.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 8.4%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to officers, which is highly unusual and suggests either volunteer leadership or compensation is categorized differently, warranting further investigation for full transparency.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Community Foundation Of Herkimer And Oneida Counties Inc's IRS 990 filings:
- Consistent 0% officer compensation reported, which is unusual for an organization of this size and could indicate compensation is reported under other categories or that leadership is entirely volunteer, requiring deeper scrutiny for full understanding of operational costs.
Strengths
The following positive indicators were identified for Community Foundation Of Herkimer And Oneida Counties Inc:
- Strong and consistent asset growth, reaching over $200 million in recent years.
- Expenses consistently well below revenue, indicating sound financial management and surplus generation.
- Remarkable transparency with 0% officer compensation reported across all filings, suggesting a high dedication to mission.
- Significant revenue generation capacity, with several years exceeding $20 million.
Frequently Asked Questions about Community Foundation Of Herkimer And Oneida Counties Inc
Is Community Foundation Of Herkimer And Oneida Counties Inc a legitimate charity?
Community Foundation Of Herkimer And Oneida Counties Inc (EIN: 156016932) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 13 years of IRS 990 filings on record. Total revenue: $30.9M. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Community Foundation Of Herkimer And Oneida Counties Inc spend its money?
Community Foundation Of Herkimer And Oneida Counties Inc directs 90% of its spending to programs and services. Fundraising costs 3%. This exceeds the 65% industry benchmark.
Are donations to Community Foundation Of Herkimer And Oneida Counties Inc tax-deductible?
Community Foundation Of Herkimer And Oneida Counties Inc is registered as a tax-exempt nonprofit (EIN: 156016932). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Community Foundation Of Herkimer And Oneida Counties Inc's spending goes to programs?
Community Foundation Of Herkimer And Oneida Counties Inc directs 90% to programs, 3% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Community Foundation Of Herkimer And Oneida Counties Inc compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Community Foundation Of Herkimer And Oneida Counties Inc is above average for NTEE category T310 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Community Foundation Of Herkimer And Oneida Counties Inc located?
Community Foundation Of Herkimer And Oneida Counties Inc is headquartered in Utica, New York and files with the IRS under EIN 156016932. It is classified under NTEE code T310.
How many years of IRS 990 filings does Community Foundation Of Herkimer And Oneida Counties Inc have?
Community Foundation Of Herkimer And Oneida Counties Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $30.9M in total revenue.
Is Community Foundation Of Herkimer And Oneida Counties Inc a good charity?
Based on the provided data, the Community Foundation appears to be a very good charity. It demonstrates strong financial health with growing assets, responsible spending (expenses generally well below revenue), and a remarkable commitment to transparency by reporting 0% officer compensation across all filings. This suggests a high dedication to its mission and efficient use of funds.
How has the organization's asset base changed over time?
The organization's assets have shown consistent and significant growth, increasing from $119,855,382 in 2015 to $201,478,972 in 2023, with a peak of $207,402,752 in 2021. This indicates strong financial management and successful investment strategies.
What is the trend in revenue and expenses?
Revenue has fluctuated year-to-year, with a high of $30,922,448 in 2021 and a low of $7,991,477 in 2016. Expenses have generally increased over time, from $6,155,559 in 2014 to $14,608,801 in 2023, but typically remain well below revenue, indicating financial stability.
Filing History
IRS 990 filing history for Community Foundation Of Herkimer And Oneida Counties Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Community Foundation Of Herkimer And Oneida Counties Inc's revenue has grown by 403.1%, moving from $4.2M to $21.2M. Total assets increased by 121.5% over the same period, from $91.0M to $201.5M. Total functional expenses rose by 191.5%, from $5.0M to $14.6M. In its most recent filing year (2023), Community Foundation Of Herkimer And Oneida Counties Inc reported a surplus of $6.6M, with revenue exceeding expenses. The organization holds $16.9M in liabilities against $201.5M in assets (debt-to-asset ratio: 8.4%), resulting in net assets of $184.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $21.2M | $14.6M | $201.5M | $16.9M | — | — |
| 2022 | $14.0M | $15.5M | $176.6M | $15.9M | — | View 990 |
| 2021 | $30.9M | $13.5M | $207.4M | $14.0M | — | View 990 |
| 2020 | $17.9M | $13.9M | $183.1M | $12.9M | — | — |
| 2019 | $25.6M | $13.4M | $172.4M | $13.4M | — | — |
| 2018 | $20.1M | $11.6M | $138.6M | $10.3M | — | View 990 |
| 2017 | $13.6M | $10.7M | $144.0M | $7.8M | — | View 990 |
| 2016 | $8.0M | $7.8M | $126.9M | $8.0M | — | View 990 |
| 2015 | $11.0M | $7.1M | $119.9M | $7.2M | — | View 990 |
| 2014 | $12.9M | $6.2M | $122.1M | $8.1M | — | View 990 |
| 2013 | $8.8M | $5.0M | $117.5M | $7.2M | — | View 990 |
| 2012 | $7.9M | $4.3M | $101.3M | $6.5M | — | View 990 |
| 2011 | $4.2M | $5.0M | $91.0M | $5.7M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $21.2M, expenses of $14.6M, and assets of $201.5M (revenue +51.1% year-over-year).
- 2022: Revenue of $14.0M, expenses of $15.5M, and assets of $176.6M (revenue -54.6% year-over-year).
- 2021: Revenue of $30.9M, expenses of $13.5M, and assets of $207.4M (revenue +72.4% year-over-year).
- 2020: Revenue of $17.9M, expenses of $13.9M, and assets of $183.1M (revenue -30.0% year-over-year).
- 2019: Revenue of $25.6M, expenses of $13.4M, and assets of $172.4M (revenue +27.3% year-over-year).
- 2018: Revenue of $20.1M, expenses of $11.6M, and assets of $138.6M (revenue +47.7% year-over-year).
- 2017: Revenue of $13.6M, expenses of $10.7M, and assets of $144.0M (revenue +70.5% year-over-year).
- 2016: Revenue of $8.0M, expenses of $7.8M, and assets of $126.9M (revenue -27.7% year-over-year).
- 2015: Revenue of $11.0M, expenses of $7.1M, and assets of $119.9M (revenue -14.6% year-over-year).
- 2014: Revenue of $12.9M, expenses of $6.2M, and assets of $122.1M (revenue +47.0% year-over-year).
- 2013: Revenue of $8.8M, expenses of $5.0M, and assets of $117.5M (revenue +11.7% year-over-year).
- 2012: Revenue of $7.9M, expenses of $4.3M, and assets of $101.3M (revenue +86.7% year-over-year).
- 2011: Revenue of $4.2M, expenses of $5.0M, and assets of $91.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Community Foundation Of Herkimer And Oneida Counties Inc:
Data Sources and Methodology
This transparency report for Community Foundation Of Herkimer And Oneida Counties Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.