Civic Intelligence

Middletown Area Alumni Association

990EZ • Fiscal year 2022 • EIN 27-0067542

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

PO Box 456Middletown, PA 17057-0456

(717) 370-1507

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.5%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$146,956

Down $3,749 (-2.5%) from 2021

Net Assets

Down

$146,956

Down $3,749 (-2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$27,316

Down $7,188 (-21%) from 2021

Expenses

Up

$31,065

Up $3,463 (+13%) from 2021

Net Income

Down

-$3,749

Down $10,651 (-154%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2020: $143,803Liabilities 2020: $0Net Assets 2020: $143,8032020Assets 2021: $150,705Liabilities 2021: $0Net Assets 2021: $150,7052021Assets 2022: $146,956Liabilities 2022: $0Net Assets 2022: $146,9562022Assets 2023: $159,036Liabilities 2023: $0Net Assets 2023: $159,0362023Assets 2024: $162,140Liabilities 2024: $0Net Assets 2024: $162,1402024

Highlighted filing

2022

Assets$146,956
Liabilities$0
Net Assets$146,956

Operations Trend

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

$40K$20K$0-$20KRevenue 2020: $33,125Expenses 2020: $24,359Net Income 2020: $8,7662020Revenue 2021: $34,504Expenses 2021: $27,602Net Income 2021: $6,9022021Revenue 2022: $27,316Expenses 2022: $31,065Net Income 2022: -$3,7492022Revenue 2023: $37,731Expenses 2023: $25,651Net Income 2023: $12,0802023Revenue 2024: $37,243Expenses 2024: $34,139Net Income 2024: $3,1042024

Highlighted filing

2022

Revenue$27,316
Expenses$31,065
Net Income-$3,749
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Gross Receipts
$32,602
Mission and Program Overview

Mission

Support alumni eventsgraduates

Program Services

DescriptionGrantsExpenses
Sponsors various alumni events for the benefit of the Middletown High School graduates and the Middletown Area School District.-$15,869
The Organization recognizes graduating seniors from Middletown Area High School and awards scholarships up to $2,500 paid over a two year period for each student.-$11,875
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Earl W Bright IVPresident-$0--
Marlin J EspenshadeVice President-$0--
Earl W Bright IIITreasurer-$0--
Amy HoffmanSecretary-$0--
Vicki K LutzkaninDirector-$0--
Carol C JonesDirector-$0--
Donajoy G MosserDirector-$0--
Rebecca H SchmidtDirector-$0--
Belinda R DubesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Middletown Area Alumni Association
EIN
27-0067542
Address
PO Box 456, Middletown, PA 17057-0456

Signing Officer

Name
Earl Bright
Title
Treasurer
Phone
7179445454
Signed
2023-04-28
Discuss with paid preparer
No

Preparer

Firm
Lewis and Associates PC
Address
128 State Street, Harrisburg, PA 17101
Preparer
George W Lewis
Phone
7173790897
Supplemental Narrative

Additional Explanations

General explanation attachment

Reported on Line 5 a and 5 b the Organization routinely sells and buys withintheir publicly traded investments portfolio.

List of grants and similar amounts paid Part I line 10

Activity Scholarship Awards Toward Tuition Grantee Middletown Area High School SeniorsStreet 1155 N Union Street City, State, Zip Middletown, PA 17057Relationship None Amount 11,875Activity High School Events/Programs Grantee Middletown Area School District Street 55 West Water Street City, State, Zip Middletown, PA 17057Relationship None Amount 10,600

Description of other expenses Part I line 16

Description AmountOffice expense 555PA Charitable Registration Fees 15Repairs 245Investment/custodial fees 1,644

Raw XML Appendix192 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07173701507
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0513 S Catherine St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Middletown
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0170571814
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Earl W Bright IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marlin J Espenshade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Earl W Bright III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Vicki K Lutzkanin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carol C Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Donajoy G Mosser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rebecca H Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Belinda R Dubes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02459
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Support alumni eventsgraduates
IRS990EZ/ProgramServiceRevenueAmt02790
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization recognizes graduating seniors from Middletown Area High School and awards scholarships up to $2,500 paid over a two year period for each student.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Sponsors various alumni events for the benefit of the Middletown High School graduates and the Middletown Area School District.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt05000
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031065
IRS990EZ/TotalProgramServiceExpensesAmt027744
IRS990EZ/TotalRevenueAmt027316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reported on Line 5 a and 5 b the Organization routinely sells and buys withintheir publicly traded investments portfolio.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarship Awards Toward Tuition Grantee Middletown Area High School SeniorsStreet 1155 N Union Street City, State, Zip Middletown, PA 17057Relationship None Amount 11,875Activity High School Events/Programs Grantee Middletown Area School District Street 55 West Water Street City, State, Zip Middletown, PA 17057Relationship None Amount 10,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountOffice expense 555PA Charitable Registration Fees 15Repairs 245Investment/custodial fees 1,644
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Earl Bright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07179445454
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Middletown Area Alumni Association
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0270067542
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 456
ReturnHeader/Filer/USAddress/CityNm0Middletown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0170570456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewis and Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 State Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harrisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017101
ReturnHeader/PreparerPersonGrp/PhoneNum07173790897
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George W Lewis
ReturnHeader/ReturnTs02023-07-08T11:20:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Earl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bright
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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