Civic Intelligence

Middlesex Kiwanis Foundation

990EZ • Fiscal year 2023 • EIN 05-0576889

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 29, 2024

P O Box 314Urbanna, VA 23175

(804) 241-7166

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$86,926

Up $8,516 (+11%) from 2022

Net Assets

Up

$86,926

Up $8,516 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$93,098

Down $17,837 (-16%) from 2022

Expenses

Down

$79,495

Down $5,229 (-6.2%) from 2022

Net Income

Down

$13,603

Down $12,608 (-48%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2018: $59,768Liabilities 2018: $02018Assets 2019: $59,978Liabilities 2019: $02019Assets 2020: $59,978Liabilities 2020: $02020Assets 2021: $52,199Liabilities 2021: $0Net Assets 2021: $52,1992021Assets 2022: $78,410Liabilities 2022: $0Net Assets 2022: $78,4102022Assets 2023: $86,926Liabilities 2023: $0Net Assets 2023: $86,9262023Assets 2024: $54,012Net Assets 2024: $54,0122024

Highlighted filing

2023

Assets$86,926
Liabilities$0
Net Assets$86,926

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $40,558Expenses 2018: $45,380Net Income 2018: -$4,8222018Revenue 2019: $47,415Expenses 2019: $67,517Net Income 2019: -$20,1022019Revenue 2020: $59,909Expenses 2020: $48,565Net Income 2020: $11,3442020Revenue 2021: $23,502Expenses 2021: $44,977Net Income 2021: -$21,4752021Revenue 2022: $110,935Expenses 2022: $84,724Net Income 2022: $26,2112022Revenue 2023: $93,098Expenses 2023: $79,495Net Income 2023: $13,6032023Revenue 2024: $83,234Expenses 2024: $112,386Net Income 2024: -$29,1522024

Highlighted filing

2023

Revenue$93,098
Expenses$79,495
Net Income$13,603
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 29, 2024
Return Version
2022v5.0
Gross Receipts
$136,810
Mission and Program Overview

Mission

"Improving the world one child and one community at a time". The primary exempt purpose of our organization is to continue supporting Kiwanis International's emphasis on service to youth. Supporting the youth of Middlesex County, VA is our primary purpose. However, we occasionally support youth activities within other Division 12, Southeast Virginia, and Capital District programs. Fundraising efforts during this reporting period were significantly curtailed due to the Covid-19 pandemic.

Kiwanis overall goal is "Improving the world one child and one community at a time".The Middlesex Kiwanians raise funds through grants, donations and fundraising acivities to then contribute to the public schools and youth of Middlesex County through a variety of programs.

Program Services

DescriptionGrantsExpenses
Kiwanis overall goal is "Improving the world one child and one community at a time".The Middlesex Kiwanians raise funds through grants, donations and fundraising acivities to then contribute to the public schools and youth of Middlesex County through a variety of programs.In particular, the Middlesex Kiwanians donated $26,000 in scholarships and the balance to other community organizations and to the MES school system as outlined in Schedule O.$50,953-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie CornettePresident-$0--
Dick GoyneDirectorPT$0--
Karen BrownVice President-$0--
Nancy FiskDirectorPT$0--
Ron McCallumSecretaryPT$0--
Joyce AllenDirector-$0--
Elizabeth FaudreeTreasurerPT$0--
Jim StellwagonTreasurerPT$0--
Greg ChambersDirector-$0--
Fred GaskinsDirector-$0--
Dave PrughDirector-$0--
Ray KosteskyDirector-$0--
Terry RogersDirector-$0--
Bob WinslowDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Festival$47,100$47,100$22,538$24,562
Run for the Roses$33,974$33,974$10,609$23,365
Total Events$93,004$93,004$43,712$49,292
Filing and Contact Details

Filer

Filer Name
Middlesex Kiwanis Foundation
EIN
05-0576889
Phone
8042417166
Address
P O Box 314, Urbanna, VA 23175

Signing Officer

Name
Dick Goyne
Title
President Elect
Signed
2024-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Steven S Hollberg CPA Pc
Address
PO BOX 1180, URBANNA, VA 23175
Preparer
Steven S Hollberg CPA President
Phone
8047581272
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Middlesex Schools | Cash Amount Given: $25000

Grants and Similar Amounts Paid In Excess of $5,000.24

| Donee's Name: Kiwanis Dues | Cash Amount Given: $9029

Other Expenses.1001

Advertising and Promotion $27492

Raw XML Appendix193 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/PersonNm0Elizabeth Faudree
IRS990EZ/BooksInCareOfDetail/PhoneNum08042417166
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 314
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Urbanna
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023175
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086926
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt041379
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013603
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086926
IRS990EZ/FundraisingGrossIncomeAmt093004
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050953
IRS990EZ/GrossReceiptsAmt0136810
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02427
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078410
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086926
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078410
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086926
IRS990EZ/OccupancyRentUtltsAndMaintAmt01050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt76.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt123.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt133.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Cornette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dick Goyne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nancy Fisk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ron McCallum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joyce Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Elizabeth Faudree
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jim Stellwagon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Greg Chambers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Fred Gaskins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Dave Prugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Ray Kostesky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Terry Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Bob Winslow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5087
IRS990EZ/OtherExpensesTotalAmt027492
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Kiwanis overall goal is "Improving the world one child and one community at a time".The Middlesex Kiwanians raise funds through grants, donations and fundraising acivities to then contribute to the public schools and youth of Middlesex County through a variety of programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Kiwanis overall goal is "Improving the world one child and one community at a time".The Middlesex Kiwanians raise funds through grants, donations and fundraising acivities to then contribute to the public schools and youth of Middlesex County through a variety of programs.In particular, the Middlesex Kiwanians donated $26,000 in scholarships and the balance to other community organizations and to the MES school system as outlined in Schedule O.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043712
IRS990EZ/SpecialEventsNetIncomeLossAmt049292
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079495
IRS990EZ/TotalRevenueAmt093098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0103275
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02427
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02481
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0103275
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061536
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0103275
IRS990ScheduleA/TotalSupportAmt0105756
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043712
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Oyster Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Run for the Roses
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093004
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049292
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05565
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038712
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022538
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Middlesex Schools | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Kiwanis Dues | Cash Amount Given: $9029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $27492
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dick Goyne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President Elect
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middlesex Kiwanis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0050576889
ReturnHeader/Filer/PhoneNum08042417166
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 314
ReturnHeader/Filer/USAddress/CityNm0Urbanna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023175
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261832027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN S HOLLBERG CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023175
ReturnHeader/PreparerPersonGrp/PhoneNum08047581272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven S Hollberg CPA President
ReturnHeader/ReturnTs02024-08-29T12:11:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings