Civic Intelligence

Southbury Middlebury Scholarship

EIN 22-2471012 • 501(c)3 • Middlebury, CT

Profile

TO GRANT SCHOLARSHIPS

PO Box 1259Middlebury, CT 06762

www.smsfct.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

10th percentile

-91%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-6.0%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-66%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$310,762

Down $19,744 (-6.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$310,762

Down $19,744 (-6.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$25,442

Down $50,350 (-66%) from 2024

Expenses

Up

$48,682

Up $4,359 (+9.8%) from 2024

Net Income

Down

-$23,240

Down $54,709 (-174%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $225,951Liabilities 2012: $0Net Assets 2012: $225,9512012Assets 2013: $233,729Liabilities 2013: $0Net Assets 2013: $233,7292013Assets 2014: $250,199Liabilities 2014: $0Net Assets 2014: $250,1992014Assets 2015: $250,321Liabilities 2015: $0Net Assets 2015: $250,3212015Assets 2016: $247,190Liabilities 2016: $0Net Assets 2016: $247,1902016Assets 2017: $257,356Liabilities 2017: $0Net Assets 2017: $257,3562017Assets 2018: $258,313Liabilities 2018: $0Net Assets 2018: $258,3132018Assets 2019: $257,950Liabilities 2019: $0Net Assets 2019: $257,9502019Assets 2020: $258,673Liabilities 2020: $0Net Assets 2020: $258,6732020Assets 2021: $294,396Liabilities 2021: $0Net Assets 2021: $294,3962021Assets 2022: $262,116Liabilities 2022: $0Net Assets 2022: $262,1162022Assets 2023: $265,179Liabilities 2023: $0Net Assets 2023: $265,1792023Assets 2024: $330,506Liabilities 2024: $0Net Assets 2024: $330,5062024Assets 2025: $310,762Liabilities 2025: $0Net Assets 2025: $310,7622025

Highlighted filing

2025

Assets$310,762
Liabilities$0
Net Assets$310,762
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $24,346Expenses 2012: $26,198Net Income 2012: -$1,8522012Revenue 2013: $22,994Expenses 2013: $26,026Net Income 2013: -$3,0322013Revenue 2014: $24,349Expenses 2014: $25,367Net Income 2014: -$1,0182014Revenue 2015: $33,342Expenses 2015: $25,975Net Income 2015: $7,3672015Revenue 2016: $29,360Expenses 2016: $25,518Net Income 2016: $3,8422016Revenue 2017: $34,608Expenses 2017: $28,426Net Income 2017: $6,1822017Revenue 2018: $30,951Expenses 2018: $31,652Net Income 2018: -$7012018Revenue 2019: $27,630Expenses 2019: $27,316Net Income 2019: $3142019Revenue 2020: $26,261Expenses 2020: $24,263Net Income 2020: $1,9982020Revenue 2021: $30,659Expenses 2021: $24,795Net Income 2021: $5,8642021Revenue 2022: $48,728Expenses 2022: $25,888Net Income 2022: $22,8402022Revenue 2023: $30,201Expenses 2023: $26,805Net Income 2023: $3,3962023Revenue 2024: $75,792Expenses 2024: $44,323Net Income 2024: $31,4692024Revenue 2025: $25,442Expenses 2025: $48,682Net Income 2025: -$23,2402025

Highlighted filing

2025

Revenue$25,442
Expenses$48,682
Net Income-$23,240
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,762
Liabilities
$0
Net assets
$310,762
Revenue
$25,442
Expenses
$48,682
Net income
-$23,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.25$0.49$0.23
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.76$0.44$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.30$0.27$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.49$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.31$0.25$0.06
2020Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$0.26$0.24$0.02
2019Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$0.28$0.27$0.00
2018Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$0.31$0.32$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.35$0.28$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.29$0.26$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.33$0.26$0.07
2014Summary only. Only limited summary data is available for this year.$2.50$0.00$2.50$0.24$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$0.23$0.26$0.03
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$0.24$0.26$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 8, 2025
Return Version
2024v5.0
Gross Receipts
$55,076
Mission and Program Overview

Mission

TO GRANT SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$330,506$310,762▼ $19,744
Investments in Publicly Traded Securities$268,583$299,615▲ $31,032
Cash and Non-Interest-Bearing Accounts$61,923$11,147▼ $50,776
Total Assets$330,506$310,762▼ $19,744
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$330,506$310,762▼ $19,744
Total Liabilities and Net Assets / Fund Balance$330,506$310,762▼ $19,744
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Alan GreenPresident
Edward GilchrestDirector
Jeanette RoderickDirector
Jim ToronyDirector
Julie McneishDirector
Maggie SmithDirector
Barbara HuntAssistant Tr
Jeltje DejongSecretary
Michael FriedmanTreasurer
Chip DeanVP
Revenue and Support

Revenue Composition

Contributions and Grants
$16,415
Program Service Revenue
$0
Investment Income
$9,027
Other Revenue
$0
All Other Contributions
$16,415
Change in Net Assets
$-23,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,850
Other Expenses$21,832
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,850--$26,850
Fees for Services Legal-$5,000-$5,000
Fees for Services Accounting-$3,800-$3,800
Insurance-$930-$930
Conferences and Meetings-$364-$364
All Other Expenses$100$97-$197
Other Expenses$881$182-$182
Total Functional Expenses$38,309$10,373$0$48,682
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the return was reviewed by officers of the organization prior to filing.”

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

“Each director and principal officer must annually sign a statement that affirms: (a) has received a copy of the comflict of interest policy (b) has read and understands the policy (c) has agreed to comply with the policy (d) has disclosed all known actual and possible conflicts of interest involving such person and family members, and (e) understands the organization is charitable and in order to maintain its tax-exempt status it must engage primarily in activities that accomplish one or more of its tax-exempt purposes”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Southbury Middlebury Scholarship
EIN
22-2471012
Phone
2032645561
Address
PO BOX 1259, MIDDLEBURY, CT 06762

Signing Officer

Name
Michael Friedman
Title
Treasurer
Phone
2032645561
Signed
2025-08-08

Organization Details

Principal Officer
Alan Green
Formed
1983
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Diversified Financial Solutions
Address
100 MAIN STREET NORTH, SOUTHBURY, CT 06488
Preparer
Israel O Perez CPA
Phone
2032643131
Raw XML Appendix341 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0110717
IRS990ScheduleA/TotalSupportAmt0110717
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN WAS REVIEWED BY OFFICERS OF THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR AND PRINCIPAL OFFICER MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS: (A) HAS RECEIVED A COPY OF THE COMFLICT OF INTEREST POLICY (B) HAS READ AND UNDERSTANDS THE POLICY (C) HAS AGREED TO COMPLY WITH THE POLICY (D) HAS DISCLOSED ALL KNOWN ACTUAL AND POSSIBLE CONFLICTS OF INTEREST INVOLVING SUCH PERSON AND FAMILY MEMBERS, AND (E) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0330506
IRS990/TotalAssetsEOYAmt0310762
IRS990/TotalAssetsGrp/BOYAmt0330506
IRS990/TotalAssetsGrp/EOYAmt0310762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016415
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010373
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038309
IRS990/TotalFunctionalExpensesGrp/TotalAmt048682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0310762
IRS990/TotalProgramServiceExpensesAmt038309
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09027
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025442
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0330506
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0310762
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0247 SADDLE RIDGE LANE
IRS990/USAddress/CityNm0SOUTHBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006488
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SMSFCT.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032645561
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHBURY MIDDLEBURY SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0222471012
ReturnHeader/Filer/PhoneNum02032645561
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1259
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006762
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0332081385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIVERSIFIED FINANCIAL SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MAIN STREET NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006488
ReturnHeader/PreparerPersonGrp/PhoneNum02032643131
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISRAEL O PEREZ CPA
ReturnHeader/ReturnTs02025-08-08T12:36:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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