Civic Intelligence

The Middleswarth Foundation

990PF • Fiscal year 2015 • EIN 20-2033335

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

David Middleswarth 250 Furnace RoadMiddleburg, PA 17842

(570) 837-1431

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-288%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.1%

Faster asset growth than 21% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,230,629

Down $66,415 (-5.1%) from 2014

Net Assets

Down

$1,230,629

Down $66,415 (-5.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$17,954

Down $23,947 (-57%) from 2014

Expenses

Down

$69,744

Down $2,723 (-3.8%) from 2014

Net Income

Down

-$51,790

Down $21,224 (-69%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,197,129Liabilities 2011: $0Net Assets 2011: $1,197,1292011Assets 2012: $1,203,281Liabilities 2012: $0Net Assets 2012: $1,203,2812012Assets 2013: $1,272,848Liabilities 2013: $0Net Assets 2013: $1,272,8482013Assets 2014: $1,297,044Liabilities 2014: $0Net Assets 2014: $1,297,0442014Assets 2015: $1,230,629Liabilities 2015: $0Net Assets 2015: $1,230,6292015Assets 2016: $1,192,856Liabilities 2016: $0Net Assets 2016: $1,192,8562016Assets 2017: $1,294,373Liabilities 2017: $0Net Assets 2017: $1,294,3732017Assets 2018: $1,088,884Liabilities 2018: $0Net Assets 2018: $1,088,8842018Assets 2019: $1,253,813Liabilities 2019: $0Net Assets 2019: $1,253,8132019Assets 2020: $1,413,524Liabilities 2020: $0Net Assets 2020: $1,413,5242020Assets 2021: $1,577,044Liabilities 2021: $0Net Assets 2021: $1,577,0442021Assets 2022: $1,287,839Liabilities 2022: $0Net Assets 2022: $1,287,8392022Assets 2023: $1,378,540Liabilities 2023: $0Net Assets 2023: $1,378,5402023Assets 2024: $1,458,385Liabilities 2024: $0Net Assets 2024: $1,458,3852024

Highlighted filing

2015

Assets$1,230,629
Liabilities$0
Net Assets$1,230,629

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $58,7312011Expenses 2012: $105,8202012Revenue 2013: $74,778Expenses 2013: $91,330Net Income 2013: -$16,5522013Revenue 2014: $41,901Expenses 2014: $72,467Net Income 2014: -$30,5662014Revenue 2015: $17,954Expenses 2015: $69,744Net Income 2015: -$51,7902015Revenue 2016: $51,656Expenses 2016: $141,385Net Income 2016: -$89,7292016Revenue 2017: $197,646Expenses 2017: $99,807Net Income 2017: $97,8392017Revenue 2018: $67,937Expenses 2018: $120,955Net Income 2018: -$53,0182018Revenue 2019: $48,462Expenses 2019: $86,274Net Income 2019: -$37,8122019Revenue 2020: $39,581Expenses 2020: $30,704Net Income 2020: $8,8772020Revenue 2021: $159,801Expenses 2021: $42,398Net Income 2021: $117,4032021Revenue 2022: $81,820Expenses 2022: $40,845Net Income 2022: $40,9752022Revenue 2023: $24,961Expenses 2023: $124,971Net Income 2023: -$100,0102023Revenue 2024: $103,164Expenses 2024: $94,394Net Income 2024: $8,7702024

Highlighted filing

2015

Revenue$17,954
Expenses$69,744
Net Income-$51,790
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B MIDDLESWARTHPresidentPT$0--
BRET I MIDDLESWARTHVice President-$0--
ROB D MIDDLESWARTHSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN RED CROSS OF CENTRAL PENNSYLVANIADISASTER RELIEFPCHARRISBURG, PA, US$11,000
Paid GrantMIDDLECREEK AREA COMMUNITY CENTERCOMMUNITY CENTER'S VARIOUS EXERCISE AND ATHLETIC PROGRAMSPCBEAVER SPRINGS, PA, US$6,000
Paid GrantMECHANICSBURG SOCCER CLUBSPRING TOURNAMENTPCMECHANICSBURG, PA, US$3,000
Paid GrantSHEETZ FAMILY CHARITIESPROVIDE FUNDS FOR THE ORGANIZATION'S SCHOLARSHIPSPCCLAYSBURG, PA, US$3,000
Paid GrantHAVEN MINISTRY INCPROVIDE FOOD AND SHELTER TO THOSE IN NEEDPCSUNBURY, PA, US$2,000
Paid GrantMIDDLEBURG COMMUNITY PROJECTSPROVIDE FUNDS FOR UPKEEP OF COMMUNITY SWIMMING POOLPCMIDDLEBURG, PA, US$2,000
Paid GrantVETERAN'S MEMORIAL POOLPROVIDE FUNDS FOR THE REPAIRS NEEDED TO MAINTAIN THE NO-CHARGE COMMUNITY SWIMMING POOLPCMCCLURE, PA, US$2,000
Paid GrantCAMP MOUNT LUTHER CORPOUTDOOR MINISTRIES FOR WORSHIP, ENVIRONMENTAL EDUCATIONPCMIFFLINBURG, PA, US$1,000
Paid GrantDAUNTLESS HOOK & LADDER COMPANYSUPPORT OF VOLUNTEER FIRE COMPANYPCSELINSGROVE, PA, US$1,000
Paid GrantHEMLOCK COUNCIL OF THE GIRL SCOUTSGENERAL PROGRAMS OF THE GIRL SCOUTSPCHARRISBURG, PA, US$1,000
Paid GrantMIDD-WEST SCHOOL DISTRICT$500 SCHOLARSHIPS EACH TO ONE MALE & ONE FEMALE GRADUATE OF THE HIGH SCHOOL TO BE DETERMINED BY THE SCHOOL'S SCHOLARSHIP COMMITTEEPCMIDDLEBURG, PA, US$1,000
Paid GrantNEEDY FAMILY FUNDPROVIDE FOOD, CLOTHING AND OTHER BASIC NECESSITIES TO THOSE IN NEEDPCSUNBURY, PA, US$1,000
Paid GrantOUR LADY OF FATIMAPARISHIONER ASSISTANCEPCALTOONA, PA, US$1,000
Paid GrantSELINSGROVE AREA COMMUNITY FOUNDATIONFOUNDATION'S LOCAL STUDENTS SCHOLARSHIPS AND NON-PROFIT ORGANIZATIONS GRANTS PROGRAMPCSELINSGROVE, PA, US$1,000
Paid GrantSELINSGROVE AREA SCHOOL DISTRICT$500 SCHOLARSHIPS EACH TO ONE MALE & ONE FEMALE GRADUATE OF THE HIGH SCHOOL TO BE DETERMINED BY THE SCHOOL'S SCHOLARSHIP COMMITTEEPCSELINSGROVE, PA, US$1,000
Paid GrantSUMMER SEALS DAY CAMPSUMMER DAY CAMP FOR STUDENTS OF THE SELINSGROVE AREAPCSELINSGROVE, PA, US$1,000
Paid GrantSUSQUEHANNA COUNCIL BOY SCOUTS OF AMERICAGENERAL PROGRAMS OF THE BOY SCOUTSPCWILLIAMSPORT, PA, US$1,000
Paid GrantSUSQUEHANNA UNIVERSITYBUSINESS AND INDUSTRY CAMPAIGNPCSELINSGROVE, PA, US$1,000
Paid GrantSUSQUEHANNA VALLEY WOMEN IN TRANSITIONPROVIDE SHELTER FOR VICTIMS OF DOMESTIC VIOLENCEPCLEWISBURG, PA, US$1,000
Paid GrantTHE SALVATION ARMYPROVIDE FOOD, CLOTHING AND SHELTER TO PERSONS IN NEEDPCSUNBURY, PA, US$1,000
Paid GrantBIG BROTHERS & BIG SISTERSMENTORING PROGRAM OF THE ORGANIZATIONPCBLOOMSBURG, PA, US$500
Paid GrantFAMILY PLANNING SERVICES OF SUNPROVIDE EDUCATION AND RESOURCES RE REPRODUCTION AND FAMILY PLANNINGPCLEWISBURG, PA, US$500
Paid GrantMOSTLY MUTTS INCPROVIDE FOOD, MEDICAL CARE AND SHELTER TO NO-KILL ANIMAL SHELTERPCMILLVILLE, PA, US$500
Paid GrantSELINSGROVE PROJECTS INCCOMMUNITY SWIMMING POOL FUNDPCSELINSGROVE, PA, US$500
Paid GrantSMILE TRAINPROVIDE FUNDS FOR CLEFT REPAIR SURGERIES TO THOSE IN NEEDPCWASHINGTON, DC, US$500
Paid GrantSNYDER COUNTY CHILDREN AND YOUTH SERVICESPURCHASE ITEMS FOR HOLIDAY DISTRIBUTION TO CHILDRENPCSELINSGROVE, PA, US$500
Paid GrantTHE PENNSYLVANIA SPCANO-KILL SHELTER FOR DOGS, CATS AND OTHER DOMESTIC ANIMALS AND EDUCATION ON CRUELTY TO ANIMALSPCDANVILLE, PA, US$500
Paid GrantUNION-SNYDER HABITAT FOR HUMANITYPROVIDE AFFORDABLE HOUSING TO LOW-INCOME PERSONSPCSELINSGROVE, PA, US$500
Filing and Contact Details

Filer

Filer Name
The Middleswarth Foundation
EIN
20-2033335
Phone
5708371431
Address
DAVID MIDDLESWARTH 250 FURNACE ROAD, MIDDLEBURG, PA 17842

Signing Officer

Name
David B Middleswarth
Title
President
Phone
5708371431
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Wagner Dreese Elsasser & Associates Pc
Address
1372 N SUSQUEHANNA TRL STE 210, SELINSGROVE, PA 17870
Preparer
JOSELYN Y O'CONNOR
Phone
5707432030
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127911
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1323428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1334929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1343430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1352456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1361664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1371534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1383100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1393214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1401793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1412764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1422278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1432219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1442754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1451837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1461875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1471778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1482789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1492080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1502488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1513272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1523378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1533000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1541598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1552430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1561528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1573062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1584981

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.02$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.16$0.04$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.20$0.10$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06