Civic Intelligence

Community Foundation of Middlesex County Inc.

990 • Fiscal year 2019 • EIN 06-1477711

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

Organization ProfileWWW.MIDDLESEXCOUNTYCF.ORG

View Organization Page

49 Main StreetMiddletown, CT 06457

(860) 347-0025

Siviq Scores

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

Liabilities / Assets

27th percentile

0.06x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.78x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$139,687

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-77%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$29,376,511

Up $4,998,939 (+21%) from 2018

Net Assets

Up

$27,656,219

Up $4,906,209 (+22%) from 2018

Liabilities

Up

$1,720,292

Up $92,730 (+5.7%) from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin86th percentile

Revenue

Down

$2,215,465

Down $7,515,906 (-77%) from 2018

Expenses

Up

$1,453,058

Up $144,033 (+11%) from 2018

Net Income

Down

$762,407

Down $7,659,939 (-91%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$60M$40M$20M$0Assets 2011: $7,213,385Liabilities 2011: $713,012Net Assets 2011: $6,500,3732011Assets 2012: $9,679,802Liabilities 2012: $782,717Net Assets 2012: $8,897,0852012Assets 2013: $11,739,436Liabilities 2013: $942,985Net Assets 2013: $10,796,4512013Assets 2014: $12,327,608Liabilities 2014: $1,092,794Net Assets 2014: $11,234,8142014Assets 2015: $12,188,269Liabilities 2015: $1,186,259Net Assets 2015: $11,002,0102015Assets 2016: $13,206,725Liabilities 2016: $1,581,493Net Assets 2016: $11,625,2322016Assets 2017: $20,626,471Liabilities 2017: $1,630,303Net Assets 2017: $18,996,1682017Assets 2018: $24,377,572Liabilities 2018: $1,627,562Net Assets 2018: $22,750,0102018Assets 2019: $29,376,511Liabilities 2019: $1,720,292Net Assets 2019: $27,656,2192019Assets 2020: $32,345,274Liabilities 2020: $1,779,081Net Assets 2020: $30,566,1932020Assets 2021: $36,935,476Liabilities 2021: $2,143,617Net Assets 2021: $34,791,8592021Assets 2022: $32,297,532Liabilities 2022: $1,538,832Net Assets 2022: $30,758,7002022Assets 2023: $36,379,574Liabilities 2023: $1,690,180Net Assets 2023: $34,689,3942023Assets 2024: $41,329,266Liabilities 2024: $1,934,452Net Assets 2024: $39,394,8142024

Highlighted filing

2019

Assets$29,376,511
Liabilities$1,720,292
Net Assets$27,656,219
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0Expenses 2011: $809,4562011Revenue 2012: $3,017,196Expenses 2012: $1,057,579Net Income 2012: $1,959,6172012Revenue 2013: $2,038,582Expenses 2013: $1,061,635Net Income 2013: $976,9472013Revenue 2014: $1,290,175Expenses 2014: $1,166,148Net Income 2014: $124,0272014Revenue 2015: $1,496,863Expenses 2015: $1,262,213Net Income 2015: $234,6502015Revenue 2016: $1,447,655Expenses 2016: $1,261,875Net Income 2016: $185,7802016Revenue 2017: $7,579,508Expenses 2017: $1,300,432Net Income 2017: $6,279,0762017Revenue 2018: $9,731,371Expenses 2018: $1,309,025Net Income 2018: $8,422,3462018Revenue 2019: $2,215,465Expenses 2019: $1,453,058Net Income 2019: $762,4072019Revenue 2020: $2,333,970Expenses 2020: $1,520,276Net Income 2020: $813,6942020Revenue 2021: $4,146,421Expenses 2021: $1,823,932Net Income 2021: $2,322,4892021Revenue 2022: $3,603,305Expenses 2022: $2,554,410Net Income 2022: $1,048,8952022Revenue 2023: $3,250,849Expenses 2023: $2,706,836Net Income 2023: $544,0132023Revenue 2024: $5,509,304Expenses 2024: $3,030,787Net Income 2024: $2,478,5172024

Highlighted filing

2019

Revenue$2,215,465
Expenses$1,453,058
Net Income$762,407
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$8,387,425
Mission and Program Overview

Mission

To assist and promote the well being of the inhabitants of middlesex county and its vicinity by among other activities, engaging in charitable activities and extending financial aid through grants, contributions or other aid or assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,803,619$27,918,024▲ $5,114,405
Cash and Non-Interest-Bearing Accounts$771,153$675,841▼ $95,312
Land, Buildings, and Equipment, Net$491,282$581,731▲ $90,449
Pledges and Grants Receivable$175,007$61,332▼ $113,675
Prepaid Expenses and Deferred Charges$16,427$4,533▼ $11,894
Total Assets$24,377,572$29,376,511▲ $4,998,939
Other Assets Total$120,084$135,050▲ $14,966
Liabilities
Other Liabilities$860,059$992,820▲ $132,761
Grants Payable$451,415$429,918▼ $21,497
Accounts Payable and Accrued Expenses$316,088$297,554▼ $18,534
Total Liabilities$1,627,562$1,720,292▲ $92,730
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,220,700$24,754,040▲ $4,533,340
Net Assets With Donor Restrictions$2,529,310$2,902,179▲ $372,869
Total Net Assets Fund Balance$22,750,010$27,656,219▲ $4,906,209
Total Liabilities and Net Assets / Fund Balance$24,377,572$29,376,511▲ $4,998,939

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$339,166$30,834$370,000
Leasehold Improvements$170,929$13,043$183,972
Land$50,000-$50,000
Equipment$21,636$13,798$35,434

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$19,759,945$1,027,773▲ $4,076,008-$24,100,375
2018$16,601,016$5,559,947▼ $1,695,581-$19,759,945
2017$9,758,557$5,932,989▲ $1,405,975-$16,601,016
2016$9,365,892$166,830▲ $609,758-$9,758,557
2015$9,707,562$172,321▼ $115,693-$9,365,892
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cynthia CleggPresident &FT$139,687$139,687

Board Members and Trustees

NameTitle
Deborah MooreBoard Chairm
Moira Bessette MartinBoard Vice C
Nancy FischbachBoard Vice C
Andre McmillianDirector
Brian AbelyDirector
Cliodhna ColesDirector
Frantz WilliamsDirector
Gary P SalvaDirector
Gregory P RaineyDirector
James GomesDirector
Jessica Griffin ScheffDirector
John R IvimeyDirector
Judy SchoonmakerDirector
Kate WolterDirector
Laura ColebankDirector
Marc L LevinDirector
Mauricio SalgarDirector
Meghan E WhelenDirector
Susan MartinDirector
Susan SawchukDirector
Thomas GezoDirector
Timothy P GeelanDirector
Wallace JonesDirector
John BoccalatteSecretary
David DirectorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,952,418
Program Service Revenue
$0
Investment Income
$262,531
Other Revenue
$516
All Other Contributions
$1,902,093
Change in Net Assets
$762,407

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$35,167-
Other Non Cash Contri Table1$28,679Cost
Total Noncash Contributions10$63,846-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,166,842
Revenue Not Reported on Financial Statements
$48,623
Revenue Not Reported on Form 990
$4,241,408
Total Revenue per Audited Statements
$6,408,250
Total Revenue per Form 990
$2,215,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$780,666
Salaries, Compensation, and Employee Benefits$397,692
Other Expenses$274,700
Total Fundraising Expense$203,524
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$780,666--$780,666
Other Salaries and Wages$60,206$77,145$62,877$200,228
Current Officers, Directors, Trustees, and Key Employees$42,004$53,807$43,876$139,687
Fees for Service Investment Mgmnt Fees$13,934$22,735$12,223$48,892
Other Employee Benefits$10,239$16,247$4,346$30,832
Payroll Taxes$7,679$12,530$6,736$26,945
Office Expenses$7,035$11,478$6,172$24,685
Advertising$16,319$3,928$2,112$22,359
Depreciation Depletion$10,214$7,396-$17,610
Fees for Services Accounting$3,705$6,045$3,250$13,000
Occupancy$3,317$5,412$2,910$11,639
Insurance$3,015$4,919$2,645$10,579
All Other Expenses$3,665$4,306$1,293$9,264
Other Expenses$1,745$2,847$1,531$6,123
Travel$976$1,592$856$3,424
Information Technology$737$1,202$646$2,585
Conferences and Meetings$1,035$900-$1,935
Total Functional Expenses$986,147$263,387$203,524$1,453,058

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,502,041
Total Expenses per Form 990$1,453,058
Expenses per Audited Statements$1,404,435
Expenses Not Reported on Form 990$97,606
Expenses Not Reported on Financial Statements$48,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westbrook High SchoolWestbrook, CT-Education Awards$75,500
Ivoryton Library AssociationIvoryton, CT3General Support$51,300
St John Roman Catholic ChurchMiddletown, CT3General Support$37,590
Connecticut River ConservancyGreenfield, MA3Shoreline Project$35,000
St John Paul Ii Regional SchoolMiddletown, CT3Educational Assist.$34,590
Ymca of Northern Middlesex CountyMiddletown, CT-General Support$34,477
Riverquest IncHaddam, CT3River Raptors Fest$13,488
Greater Middletown Military MuseumMiddletown, CT3General Support$12,792
Mhs Blue DragonsMiddletown, CT3Wrestling Program$10,075
Cromwell Belden Public LibraryCromwell, CT3General Support$9,902
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,719
Fundraising Gross Income$17,065
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Operatio$67,390$17,065$6,040$11,025
Total Events$67,390$17,065$34,719$-17,654
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$992,820
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Members are elected and approved by the board of directors”

Form 990, Page 6, Part VI, Line 7B

“Decisions are subject to approval by the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is available to the audit, finance and investment committees, as well as the board of directors, for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The foundation regularly monitors and enforces the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is independently reviewed and approved”

Form 990, Page 6, Part VI, Line 15B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Community Foundation of
EIN
06-1477711
Phone
8603470025
Address
49 MAIN STREET, MIDDLETOWN, CT 06457

Signing Officer

Name
Cynthia Clegg
Title
President & CEO
Phone
8603470025
Signed
2020-10-27

Organization Details

Principal Officer
Cynthia Clegg
Formed
1997
Legal Domicile
Ct
Voting Board Members
26
Independent Board Members
25
Employees
5
Volunteers
155

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To assist and promote the well being of the inhabitants of middlesex county and its vicinity by among other activities, engaging in charitable activities and extending financial aid through grants, contributions or other aid or assistance.”

Form 990, Part XI, Line 9

“Fundraising expenses reported net of revenue 34,719 fundraising expenses reported net of revenues -34,719”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expenses reported net of revenue 34,719”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses reported net of revenues 34,719”

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD VICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD VICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD CHAIRM
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IRS990/FundraisingDirectExpensesAmt034719
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0737
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IRS990/InsuranceGrp/FundraisingAmt02645
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IRS990/InsuranceGrp/ProgramServicesAmt03015
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0TO ASSIST AND PROMOTE THE WELL BEING OF THE INHABITANTS OF MIDDLESEX COUNTY AND ITS VICINITY BY AMONG OTHER ACTIVITIES, ENGAGING IN CHARITABLE ACTIVITIES AND EXTENDING FINANCIAL AID THROUGH GRANTS, CONTRIBUTIONS OR OTHER AID OR ASSISTANCE.
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IRS990/OtherExpensesGrp/Desc2SOFTWARE LICENSE
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IRS990/OtherExpensesGrp/TotalAmt141043
IRS990/OtherExpensesGrp/TotalAmt217367
IRS990/OtherExpensesGrp/TotalAmt36123
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012530

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,376,511
Liabilities
$1,720,292
Net assets
$27,656,219
Revenue
$2,215,465
Expenses
$1,453,058
Net income
$762,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$1.93$39.4$5.51$3.03$2.48
2023Detailed filing. Detailed filing data is available for this year.$36.4$1.69$34.7$3.25$2.71$0.54
2022Detailed filing. Detailed filing data is available for this year.$32.3$1.54$30.8$3.60$2.55$1.05
2021Detailed filing. Detailed filing data is available for this year.$36.9$2.14$34.8$4.15$1.82$2.32
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$32.3$1.78$30.6$2.33$1.52$0.81
2019Detailed filing. Detailed filing data is available for this year.$29.4$1.72$27.7$2.22$1.45$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$1.63$22.8$9.73$1.31$8.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$1.63$19.0$7.58$1.30$6.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$1.58$11.6$1.45$1.26$0.19
2015Detailed filing. Detailed filing data is available for this year.$12.2$1.19$11.0$1.50$1.26$0.23
2014Detailed filing. Detailed filing data is available for this year.$12.3$1.09$11.2$1.29$1.17$0.12
2013Detailed filing. Detailed filing data is available for this year.$11.7$0.94$10.8$2.04$1.06$0.98
2012Summary only. Only limited summary data is available for this year.$9.68$0.78$8.90$3.02$1.06$1.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.71$6.50$0.81