Civic Intelligence

MID-State Foundation

990EZ • Fiscal year 2016 • EIN 01-0477123

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
83 Verti DriveWinslow, ME 04901

(207) 873-6136

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$22,534

Up $100 (+0.4%) from 2015

Net Assets

Up

$22,534

Up $100 (+0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin42nd percentile

Revenue

Down

$50,654

Down $3,169 (-5.9%) from 2015

Expenses

Down

$50,554

Down $13,664 (-21%) from 2015

Net Income

Up

$100

Up $10,495 (+101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $50,058Liabilities 2011: $02011Assets 2012: $60,050Liabilities 2012: $02012Assets 2013: $72,407Liabilities 2013: $0Net Assets 2013: $72,4072013Assets 2014: $32,829Liabilities 2014: $0Net Assets 2014: $32,8292014Assets 2015: $22,434Liabilities 2015: $0Net Assets 2015: $22,4342015Assets 2016: $22,534Liabilities 2016: $0Net Assets 2016: $22,5342016Assets 2017: $30,804Liabilities 2017: $02017Assets 2018: $33,198Liabilities 2018: $02018

Highlighted filing

2016

Assets$22,534
Liabilities$0
Net Assets$22,534
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $65,347Expenses 2011: $66,053Net Income 2011: -$7062011Revenue 2012: $67,492Expenses 2012: $57,500Net Income 2012: $9,9922012Revenue 2013: $80,867Expenses 2013: $68,510Net Income 2013: $12,3572013Revenue 2014: $60,583Expenses 2014: $98,988Net Income 2014: -$38,4052014Revenue 2015: $53,823Expenses 2015: $64,218Net Income 2015: -$10,3952015Revenue 2016: $50,654Expenses 2016: $50,554Net Income 2016: $1002016Revenue 2017: $55,045Expenses 2017: $46,775Net Income 2017: $8,2702017Revenue 2018: $47,633Expenses 2018: $45,239Net Income 2018: $2,3942018

Highlighted filing

2016

Revenue$50,654
Expenses$50,554
Net Income$100
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$50,654
Mission and Program Overview

Mission

Provide contributions to local charities

Program Services

DescriptionGrantsExpenses
THIRTY GRANTS MADE TO CHARITIES IN CENTRAL MAINE LOCAL FOOD PANTRIES HOSPICE HOMELESS SHELTERS CHURCH CHARITIES YOUTH ORGANIZATIONS$49,070-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN CHURCHPresident-$0--
JILL PLEAUSecretary-$0--
JEFFREY JOLICEOURTreasurer-$0--
WILLIAM TAYLORVice President-$0--
RYAN GAYCommunications Officer-$0--
Filing and Contact Details

Filer

Filer Name
Mid State Foundation
EIN
01-0477123
Address
83 VERTI DRIVE, WINSLOW, ME 04901

Signing Officer

Name
Jeffrey Joliceour
Title
Treasurer
Phone
2078736136
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bouchard and Associates Inc
Address
PO Box 362 135 Main St, Fairfield, ME 04937
Preparer
Franklin D Bouchard CPA
Phone
2074537030
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountincrease fair mkt val edward jones 741”

List of grants and similar amounts paid Part I line 10

“Activity food pantrys,hospice,homeless,church,youth local grantee all grants relationship none amount 49,070”

Description of other expenses Part I line 16

“Description amountrecruiting prizes 550accounting (two years) 900bank service charge 34”

Description of other assets Part II line 24

“Category beginning of year end of yearinvestment edward jones 17,634 18,775”

Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0BRIAN CHURCH
CompensationExplanation/CompensationExplanationGrp/PersonNm1JILL PLEAU
CompensationExplanation/CompensationExplanationGrp/PersonNm2JEFFREY JOLICEOUR
CompensationExplanation/CompensationExplanationGrp/PersonNm3WILLIAM TAYLOR
CompensationExplanation/CompensationExplanationGrp/PersonNm4RYAN GAY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4NO COMPENSATION
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFFREY JOLICEOUR
IRS990EZ/BooksInCareOfDetail/PhoneNum02078736136
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt083 VERTI DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSLOW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04800
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049473
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022434
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022534
IRS990EZ/GrantsAndSimilarAmountsPaidAmt049070
IRS990EZ/GrossReceiptsAmt050654
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0440
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022434
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022534
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022434
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022534
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN CHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL PLEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY JOLICEOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN GAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017634
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018775
IRS990EZ/OtherExpensesTotalAmt01484
IRS990EZ/OtherRevenueTotalAmt0741
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CONTRIBUTIONS TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIRTY GRANTS MADE TO CHARITIES IN CENTRAL MAINE LOCAL FOOD PANTRIES HOSPICE HOMELESS SHELTERS CHURCH CHARITIES YOUTH ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049070
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050554
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050654
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0309797
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02449
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99220
IRS990ScheduleA/PublicSupportPY509Pct00.99580
IRS990ScheduleA/PublicSupportTotal509Amt0309797
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067418
IRS990ScheduleA/Total509Grp/TotalAmt0309797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067492
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINCREASE FAIR MKT VAL EDWARD JONES 741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY FOOD PANTRYS,HOSPICE,HOMELESS,CHURCH,YOUTH LOCAL GRANTEE ALL GRANTS RELATIONSHIP NONE AMOUNT 49,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTRECRUITING PRIZES 550ACCOUNTING (TWO YEARS) 900BANK SERVICE CHARGE 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARINVESTMENT EDWARD JONES 17,634 18,775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY JOLICEOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02078736136
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID STATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MIDS
ReturnHeader/Filer/EIN0010477123
ReturnHeader/Filer/USAddress/AddressLine1Txt083 VERTI DRIVE
ReturnHeader/Filer/USAddress/CityNm0WINSLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0826DA9C6C874241FA5F0DDD8D2EDFA51E3EB0490
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0826DA9C6C874241FA5F0DDD8D2EDFA51E3EB0490
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00100232017318s2dg323
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.75.41.198
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm015:56:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010504471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bouchard and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 362 135 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004937
ReturnHeader/PreparerPersonGrp/PhoneNum02074537030
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Franklin D Bouchard CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T15:52:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,534
Liabilities
$0
Net assets
$22,534
Revenue
$50,654
Expenses
$50,554
Net income
$100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$33.2$0.00$47.6$45.2$2.39
2017Summary only. Only limited summary data is available for this year.$30.8$0.00$55.0$46.8$8.27
2016Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$50.7$50.6$0.10
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$53.8$64.2$10.4
2014Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$60.6$99.0$38.4
2013Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$80.9$68.5$12.4
2012Summary only. Only limited summary data is available for this year.$60.1$0.00$67.5$57.5$9.99
2011Summary only. Only limited summary data is available for this year.$50.1$0.00$65.3$66.1$0.71