THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC Charity Report

Public IRS 990 nonprofit record

THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC

EIN 15-6016932 · Philanthropy, Voluntarism & Grantmaking Foundations (T310)

What they do

WORKING TOWARD ITS VISION of A VIBRANT REGION WITH OPPORTUNITY for ALL, THE COMMUNITY FOUNDATION SUPPORTS and LEADS TRANSFORMATIONAL INITIATIVES and PROJECTS THAT BUILD, SUSTAIN and ENHANCE COMMUNITY VIBRANCY; STEWARDS COMMUNITY RESOURCES to ENSURE GREATER CAPACITY for FUTURE NEEDS; and RESPONDS to RISING COMMUNITY NEEDS IN COLLABORATION WITH APPROPRIATE PARTNERS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

48.41%of revenue went to mission work77.8% of expenses · Program services

1.54%of revenue went to fundraising2.5% of expenses

$62.23spent for every $100 of revenueRevenue covered expenses this year.

12.28%of revenue went to management and office costs19.7% of expenses

$11.50in assets for every $1 spent this yearSome assets cannot be spent right away.

58.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $395,812 for ALICIA DICKS (PRESIDENT/CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$30,891,513

Mission workProgram services$14,954,18848.41% of revenue77.8% of expenses

ManagementOffice and general costs$3,793,51812.28% of revenue19.7% of expenses

FundraisingAsking for donations$476,2521.54% of revenue2.5% of expenses

Revenue left after expensesReported annual surplus$11,667,55537.77% of revenueShown in gray on the chart

Total expenses$19,223,95862.23% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.8% mission · 19.7% management · 2.5% fundraisingTotal expenses: 62.23% of revenue

2023Expense mix: 75.9% mission · 21.3% management · 2.8% fundraisingTotal expenses: 68.83% of revenue

2022Expense mix: 78.5% mission · 19.3% management · 2.2% fundraisingTotal expenses: 110.25% of revenue

2021Expense mix: 79.7% mission · 18.0% management · 2.3% fundraisingTotal expenses: 43.77% of revenue

2020Expense mix: 81.2% mission · 16.6% management · 2.2% fundraisingTotal expenses: 77.73% of revenue

2019Expense mix: 79.2% mission · 18.2% management · 2.6% fundraisingTotal expenses: 52.42% of revenue

2018Expense mix: 78.6% mission · 18.4% management · 3.0% fundraisingTotal expenses: 57.75% of revenue

2017Expense mix: 79.9% mission · 16.3% management · 3.8% fundraisingTotal expenses: 78.21% of revenue

Money in and money out

Revenue$30,891,513

Expenses$19,223,958

Annual surplus $11,667,555 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$14,954,188 · 77.8% of expenses

Management and office costs$3,793,518 · 19.7% of expenses

Fundraising$476,252 · 2.5% of expenses

See all reported dollar amounts

Revenue$30,891,513

Expenses$19,223,958

Assets$221,168,233

Income$30,897,993

Contributions$18,057,517

Mission work (program services)$14,954,188

Fundraising$476,252

Grants given$64,622,028

Average grant$46,998

Management and general$3,793,518

Executive compensation (total)$333,750

Stocks and bonds$186,858,103

Accounting fees$22,671

Investing fees$1,460,017

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ALICIA DICKSPRESIDENT/CHIEF EXECUTIVE OFFICER · 36 hrs/week $395,812Base $347,197 · Other $48,615

ERIKA EASTMANCHIEF FINANCIAL OFFICER/DIRECTOR OF FINANCE · 36 hrs/week $224,748Base $186,616 · Other $38,132

JOHN HUSNAYCHIEF OF STAFF · 36 hrs/week $176,784Base $142,513 · Other $34,271

JACQUELINE KLOTZBACHDIRECTOR OF BUSINESS SYSTEMS AND STRATEGY · 36 hrs/week $158,749Base $138,663 · Other $20,086

NICHOLAS GRIMMERDIRECTOR OF GIVING STRATEGIES · 36 hrs/week $155,603Base $143,533 · Other $12,070

OLIVIA PAULDIRECTOR OF COMMUNITY ENGAGEMENT · 36 hrs/week $154,033Base $142,117 · Other $11,916

REBECCA CALIDONNAFINANCIAL CONTROLLER · 36 hrs/week $144,544Base $141,419 · Other $3,125

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

ALICIA DICKSPRESIDENT/CHIEF EXECUTIVE OFFICER

ERIKA EASTMANCHIEF FINANCIAL OFFICER/DIRECTOR OF FINANCE

JOHN HUSNAYCHIEF OF STAFF

JACQUELINE KLOTZBACHDIRECTOR OF BUSINESS SYSTEMS AND STRATEGY

NICHOLAS GRIMMERDIRECTOR OF GIVING STRATEGIES

OLIVIA PAULDIRECTOR OF COMMUNITY ENGAGEMENT

REBECCA CALIDONNAFINANCIAL CONTROLLER

ROANN DESTITOTRUSTEE

MICHAEL HAYDUKTRUSTEE

REV JOSEPH SALERNOCHAIR

KAY SINCLAIRTRUSTEE

ROBERT BOJANEKTRUSTEE

SHYQUAL LEWISTRUSTEE

STEPHEN SURACETRUSTEE

STEVE GORCZYNSKITRUSTEE

TIMOTHY DALYTREASURER

WOLE SOBOYEJOTRUSTEE

MARK WARFELTRUSTEE

KIRK HINMANTRUSTEE

KATHRYN ZONGRONESECRETARY

JAWWAAD RASHEEDIMMEDIATE PAST CHAIR

JAMES ENGLERTRUSTEE

HARRISON HUMMELTRUSTEE

GREGORY MCLEANTRUSTEE

ELIAS ZEINATRUSTEE

DAVID MANZELMANNTRUSTEE

COLLEEN GAETANOTRUSTEE

CHERYL MINORCHAIR-ELECT

BRADLEY WATERSTRUSTEE

About this charity

Recognized since: January 1957
Location: 2608 GENESEE ST, UTICA, NY 13502-6003
County: Oneida
In care of: ALICIA DICKS
Primary officer: ALICIA DICKS, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@foundationhoc.org Phone(315) 735-8212

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: DARCANGELO & CO LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T310)
IRS tax category: Grantmaking Foundations
Grant-giving organization: Yes