Civic Intelligence

Middletown Area Alumni Association

990EZ • Fiscal year 2023 • EIN 27-0067542

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 17, 2024

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.

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

83rd percentile

32%

Higher net margin than 83% 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

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

76th percentile

38%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$159,036

Up $12,080 (+8.2%) from 2022

Net Assets

Up

$159,036

Up $12,080 (+8.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$37,731

Up $10,415 (+38%) from 2022

Expenses

Down

$25,651

Down $5,414 (-17%) from 2022

Net Income

Up

$12,080

Up $15,829 (+422%) from 2022

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

2023

Assets$159,036
Liabilities$0
Net Assets$159,036

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

2023

Revenue$37,731
Expenses$25,651
Net Income$12,080
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 17, 2024
Return Version
2023v4.0
Gross Receipts
$64,510
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.-$11,894
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.-$11,125
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
2024-02-17
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.

Description of other revenue Part I line 8

Description AmountSundry 60

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 11,125Activity High School Events/Programs Grantee Middletown Area School District Street 55 West Water Street City, State, Zip Middletown, PA 17057Relationship None Amount 11,894

Description of other expenses Part I line 16

Description AmountOffice expense 150PA Charitable Registration Fees 15Repairs 66Investment/custodial fees 1,525

Raw XML Appendix195 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Earl W Bright IV
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Earl W Bright III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Hoffman
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Belinda R Dubes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt01756
IRS990EZ/OtherRevenueTotalAmt060
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reported on Line 5 a and 5 b the Organization routinely sells and buys withintheir publicly traded investments portfolio.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSundry 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Scholarship Awards Toward Tuition Grantee Middletown Area High School SeniorsStreet 1155 N Union Street City, State, Zip Middletown, PA 17057Relationship None Amount 11,125Activity High School Events/Programs Grantee Middletown Area School District Street 55 West Water Street City, State, Zip Middletown, PA 17057Relationship None Amount 11,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountOffice expense 150PA Charitable Registration Fees 15Repairs 66Investment/custodial fees 1,525
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Earl Bright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07179445454
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-17
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George W Lewis
ReturnHeader/ReturnTs02024-02-22T10:33:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Earl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bright
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings