Civic Intelligence

The Middlesex County Bar Association

990EZ • Fiscal year 2022 • EIN 04-2556236

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization ProfileN/A
200 Trade Center 3rd FloorWoburn, MA 01801

(781) 939-2797

Siviq Scores

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

Liabilities / Assets

65th percentile

0.04x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

27%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$34,060

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 63.0% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

83%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

22%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$17,696

Up $8,050 (+83%) from 2021

Net Assets

Up

$17,013

Up $7,560 (+80%) from 2021

Liabilities

Up

$683

Up $490 (+254%) from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Up

$54,027

Up $9,701 (+22%) from 2021

Expenses

Down

$39,286

Down $3,040 (-7.2%) from 2021

Net Income

Up

$14,741

Up $12,741 (+637%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$30K$20K$10K$0Assets 2010: $16,819Liabilities 2010: $1,803Net Assets 2010: $15,0162010Assets 2011: $14,060Liabilities 2011: $1,703Net Assets 2011: $12,3572011Assets 2012: $4,736Liabilities 2012: $2,355Net Assets 2012: $2,3812012Assets 2013: $4,933Liabilities 2013: $2,391Net Assets 2013: $2,5422013Assets 2014: $8,693Liabilities 2014: $1,846Net Assets 2014: $6,8472014Assets 2015: $10,997Liabilities 2015: $1,846Net Assets 2015: $9,1512015Assets 2016: $15,637Liabilities 2016: $1,969Net Assets 2016: $13,6682016Assets 2017: $15,531Liabilities 2017: $514Net Assets 2017: $15,0172017Assets 2018: $20,846Liabilities 2018: $157Net Assets 2018: $20,6892018Assets 2019: $18,631Liabilities 2019: $0Net Assets 2019: $18,6312019Assets 2020: $7,453Liabilities 2020: $02020Assets 2021: $9,646Liabilities 2021: $193Net Assets 2021: $9,4532021Assets 2022: $17,696Liabilities 2022: $683Net Assets 2022: $17,0132022Assets 2023: $24,772Liabilities 2023: $835Net Assets 2023: $23,9372023

Highlighted filing

2022

Assets$17,696
Liabilities$683
Net Assets$17,013
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2010: $63,491Expenses 2010: $63,173Net Income 2010: $3182010Revenue 2011: $68,122Expenses 2011: $70,781Net Income 2011: -$2,6592011Revenue 2012: $66,005Expenses 2012: $75,981Net Income 2012: -$9,9762012Revenue 2013: $70,952Expenses 2013: $70,791Net Income 2013: $1612013Revenue 2014: $68,127Expenses 2014: $63,822Net Income 2014: $4,3052014Revenue 2015: $50,388Expenses 2015: $48,084Net Income 2015: $2,3042015Revenue 2016: $49,438Expenses 2016: $44,921Net Income 2016: $4,5172016Revenue 2017: $48,515Expenses 2017: $47,166Net Income 2017: $1,3492017Revenue 2018: $52,981Expenses 2018: $47,309Net Income 2018: $5,6722018Revenue 2019: $45,665Expenses 2019: $46,838Net Income 2019: -$1,1732019Revenue 2020: $34,369Expenses 2020: $45,547Net Income 2020: -$11,1782020Revenue 2021: $44,326Expenses 2021: $42,326Net Income 2021: $2,0002021Revenue 2022: $54,027Expenses 2022: $39,286Net Income 2022: $14,7412022Revenue 2023: $49,602Expenses 2023: $42,678Net Income 2023: $6,9242023

Highlighted filing

2022

Revenue$54,027
Expenses$39,286
Net Income$14,741
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$54,027
Mission and Program Overview

Mission

For training new attorneys on court procedures

Training new attorneys on court procedures

Program Services

DescriptionGrantsExpenses
SCHEDULING CONTINUEING EDUCATION CLASSES FOR ATTORNEYS--
SCHEDULE CONTINUEING EDUCATION CLASSES FOR ATTORNEYS--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE VERNERBookkeeper-$34,060-$34,060
ALFRED FARESE IIIPresident-$0--
SALLIE VALLELYTreasurer-$0--
STEPHANIE ROMANOSecretary-$0--
MARK MULLIGANPresident E-$0--
CHARLES RILEYIIIVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Middlesex County Bar Association
EIN
04-2556236
Phone
7819392797
Address
200 TRADE CENTER 3RD FLOOR, WOBURN, MA 01801

Signing Officer

Name
Alfred Farese Iii
Title
President
Phone
7819392797
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rizzo & Restuccia Pc
Address
100 CORPORATE PL STE 500, PEABODY, MA 01960-3892
Preparer
Rizzo Restuccia Pc
Phone
9785357400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 211 website 1,330 internet 564 telephone 911 total 3,016”

Form 990-ez, Part II, Line 24

“7,906 7,906 less accumulated depreciation 7,906 7,906 total 0 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 192 683”

Form 990-ez, Part III, Line 31

“Schedule continueing education classes for attorneys”

Raw XML Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DIANE VERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum07819392797
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 TEDFORD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STONEHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002180
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054025
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014741
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02464
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017696
IRS990EZ/GrossReceiptsAmt054027
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt434060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALFRED FARESE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLIE VALLELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE ROMANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK MULLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANE VERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARLES RILEYIII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOOKKEEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03016
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING NEW ATTORNEYS ON COURT PROCEDURES
IRS990EZ/PrintingPublicationsPostageAmt0581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHEDULING CONTINUEING EDUCATION CLASSES FOR ATTORNEYS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHEDULE CONTINUEING EDUCATION CLASSES FOR ATTORNEYS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034189
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0192
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0683
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039286
IRS990EZ/TotalRevenueAmt054027
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 211 WEBSITE 1,330 INTERNET 564 TELEPHONE 911 TOTAL 3,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17,906 7,906 LESS ACCUMULATED DEPRECIATION 7,906 7,906 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 192 683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHEDULE CONTINUEING EDUCATION CLASSES FOR ATTORNEYS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED FARESE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07819392797
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLESEX COUNTY BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0042556236
ReturnHeader/Filer/PhoneNum07819392797
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 TRADE CENTER 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0WOBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043332809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIZZO & RESTUCCIA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CORPORATE PL STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEABODY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019603892
ReturnHeader/PreparerPersonGrp/PhoneNum09785357400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RIZZO RESTUCCIA PC
ReturnHeader/ReturnTs02023-10-26T11:03:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALFRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARESEIII
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,696
Liabilities
$683
Net assets
$17,013
Revenue
$54,027
Expenses
$39,286
Net income
$14,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$24.8$0.84$23.9$49.6$42.7$6.92
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.68$17.0$54.0$39.3$14.7
2021Detailed filing. Detailed filing data is available for this year.$9.65$0.19$9.45$44.3$42.3$2.00
2020Summary only. Only limited summary data is available for this year.$7.45$0.00$34.4$45.5$11.2
2019Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$45.7$46.8$1.17
2018Detailed filing. Detailed filing data is available for this year.$20.8$0.16$20.7$53.0$47.3$5.67
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.51$15.0$48.5$47.2$1.35
2016Detailed filing. Detailed filing data is available for this year.$15.6$1.97$13.7$49.4$44.9$4.52
2015Detailed filing. Detailed filing data is available for this year.$11.0$1.85$9.15$50.4$48.1$2.30
2014Detailed filing. Detailed filing data is available for this year.$8.69$1.85$6.85$68.1$63.8$4.31
2013Detailed filing. Detailed filing data is available for this year.$4.93$2.39$2.54$71.0$70.8$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$2.36$2.38$66.0$76.0$9.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.70$12.4$68.1$70.8$2.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$1.80$15.0$63.5$63.2$0.32