Civic Intelligence

MID-Shore Community Foundation Inc.

990 • Fiscal year 2020 • EIN 52-1782373

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

Organization ProfileWWW.MSCF.ORG

View Organization Page

102 E Dover StreetEaston, MD 21601

(410) 820-8175

Siviq Scores

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

Liabilities / Assets

28th percentile

0.09x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.66x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

13th percentile

$148,272

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

32nd percentile

1.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

53%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$94,649,390

Up $1,255,435 (+1.3%) from 2019

Net Assets

Up

$86,473,674

Up $5,321,307 (+6.6%) from 2019

Liabilities

Down

$8,175,716

Down $4,065,872 (-33%) from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Up

$12,327,953

Up $4,245,477 (+53%) from 2019

Expenses

Up

$7,149,548

Up $1,250,644 (+21%) from 2019

Net Income

Up

$5,178,405

Up $2,994,833 (+137%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$150M$100M$50M$0Assets 2011: $38,636,071Liabilities 2011: $3,882,395Net Assets 2011: $34,753,6762011Assets 2012: $41,109,757Liabilities 2012: $3,575,192Net Assets 2012: $37,534,5652012Assets 2013: $46,372,548Liabilities 2013: $3,790,061Net Assets 2013: $42,582,4872013Assets 2014: $52,628,047Liabilities 2014: $4,385,702Net Assets 2014: $48,242,3452014Assets 2015: $56,766,269Liabilities 2015: $4,731,647Net Assets 2015: $52,034,6222015Assets 2016: $59,638,170Liabilities 2016: $5,627,155Net Assets 2016: $54,011,0152016Assets 2017: $72,481,107Liabilities 2017: $7,206,080Net Assets 2017: $65,275,0272017Assets 2018: $84,188,738Liabilities 2018: $7,203,426Net Assets 2018: $76,985,3122018Assets 2019: $93,393,955Liabilities 2019: $12,241,588Net Assets 2019: $81,152,3672019Assets 2020: $94,649,390Liabilities 2020: $8,175,716Net Assets 2020: $86,473,6742020Assets 2021: $125,001,314Liabilities 2021: $9,771,637Net Assets 2021: $115,229,6772021Assets 2022: $114,429,122Liabilities 2022: $10,594,389Net Assets 2022: $103,834,7332022Assets 2023: $122,854,685Liabilities 2023: $10,849,826Net Assets 2023: $112,004,8592023Assets 2024: $137,299,060Liabilities 2024: $12,500,879Net Assets 2024: $124,798,1812024

Highlighted filing

2020

Assets$94,649,390
Liabilities$8,175,716
Net Assets$86,473,674
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$20M$15M$10M$5.0M$0Revenue 2011: $4,506,621Expenses 2011: $2,211,050Net Income 2011: $2,295,5712011Expenses 2012: $2,141,7912012Revenue 2013: $5,039,441Expenses 2013: $2,890,372Net Income 2013: $2,149,0692013Revenue 2014: $4,948,802Expenses 2014: $3,323,262Net Income 2014: $1,625,5402014Revenue 2015: $8,010,363Expenses 2015: $3,747,619Net Income 2015: $4,262,7442015Revenue 2016: $7,602,419Expenses 2016: $5,205,528Net Income 2016: $2,396,8912016Revenue 2017: $12,153,147Expenses 2017: $4,226,552Net Income 2017: $7,926,5952017Revenue 2018: $16,368,275Expenses 2018: $5,422,870Net Income 2018: $10,945,4052018Revenue 2019: $8,082,476Expenses 2019: $5,898,904Net Income 2019: $2,183,5722019Revenue 2020: $12,327,953Expenses 2020: $7,149,548Net Income 2020: $5,178,4052020Revenue 2021: $15,563,573Expenses 2021: $7,560,756Net Income 2021: $8,002,8172021Revenue 2022: $16,043,692Expenses 2022: $9,594,335Net Income 2022: $6,449,3572022Revenue 2023: $13,020,459Expenses 2023: $8,739,699Net Income 2023: $4,280,7602023Revenue 2024: $18,123,047Expenses 2024: $10,357,075Net Income 2024: $7,765,9722024

Highlighted filing

2020

Revenue$12,327,953
Expenses$7,149,548
Net Income$5,178,405
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.2
Gross Receipts
$26,936,460
Mission and Program Overview

Mission

The foundation connects private resources with public needs to enhance the quality of life for the citizens of caroline, dorchester, kent, queen anne's and talbot counties, maryland.

The foundation provides grants to mid-shore recipients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$86,387,146$89,275,656▲ $2,888,510
Savings and Temporary Cash Investments$1,648,091$2,853,323▲ $1,205,232
Land, Buildings, and Equipment, Net$1,661,257$1,629,888▼ $31,369
Cash and Non-Interest-Bearing Accounts$1,286,668$8,824▼ $1,277,844
Prepaid Expenses and Deferred Charges$23,856$7,329▼ $16,527
Other Notes and Loans Receivable, Net$7,455$5,855▼ $1,600
Total Assets$93,393,955$94,649,390▲ $1,255,435
Other Assets Total$2,379,482$868,515▼ $1,510,967
Liabilities
Other Liabilities$10,483,239$6,044,093▼ $4,439,146
Grants Payable$1,626,065$1,969,956▲ $343,891
Accounts Payable and Accrued Expenses$132,284$161,667▲ $29,383
Total Liabilities$12,241,588$8,175,716▼ $4,065,872
Net Assets / Fund Balance
Net Assets With Donor Restrictions$67,656,624$74,033,037▲ $6,376,413
Net Assets Without Donor Restrictions$13,495,743$12,440,637▼ $1,055,106
Total Net Assets Fund Balance$81,152,367$86,473,674▲ $5,321,307
Total Liabilities and Net Assets / Fund Balance$93,393,955$94,649,390▲ $1,255,435

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$805,778$478,318$1,284,096
Land$811,268-$811,268
Equipment$6,269$104,487$110,756
Other Land Buildings$6,573$22,675$29,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$68,981,037$733,121▲ $2,240,409-$70,285,954
2018$67,371,305$970,977▲ $3,338,163-$68,981,037
2017$62,966,748$6,929,682▲ $4,650,603$2,634,830$71,656,336
2016$55,116,310$3,291,547▲ $5,894,160$1,113,101$62,966,748
2015$51,701,631$5,881,424▲ $946,822$1,544,786$56,791,323
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Buck DuncanPresidentFT$148,272$148,272

Board Members and Trustees

NameTitle
W Moorhead VermilyeChairman
Alice RyanVice Chairman
Andrew MeehanDirector
Arraminta WareDirector
Charles LernerDirector
Clement HathawayDirector
David DelucaDirector
E Jean AnthonyDirector
Ed AllenDirector
Felix MorrisonDirector
George FoxDirector
Heather BacherDirector
Jenny RhodesDirector
Joe AnthonyDirector
John a LewisDirector
Joseph L HoltDirector
Kathleen DeoudesDirector
Kenneth KozelDirector
Kevin CashenDirector
Margaret RennelsDirector
Rebecca LoukidesDirector
Richard ScobeyDirector
Susan ChaffinchDirector
Tracy TylerDirector
William ChristopherDirector
Brett SummersSecretary
David NagelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,437,393
Program Service Revenue
$0
Investment Income
$2,856,828
Other Revenue
$33,732
All Other Contributions
$9,434,393
Change in Net Assets
$5,178,405

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded20$327,168Fair Market Value
Total Noncash Contributions20$327,168-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,041,242
Revenue Not Reported on Financial Statements
$286,711
Revenue Not Reported on Form 990
$182,666
Total Revenue per Audited Statements
$12,223,908
Total Revenue per Form 990
$12,327,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,440,160
Other Expenses$2,119,827
Salaries, Compensation, and Employee Benefits$589,561
Total Fundraising Expense$169,398
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,462,558--$3,462,558
Grants to Domestic Individuals$957,602--$957,602
Other Salaries and Wages-$334,362$125,811$460,173
Fees for Service Investment Mgmnt Fees-$286,711-$286,711
Information Technology-$72,808-$72,808
Other Employee Benefits-$52,058$3,086$55,144
Fees for Services Other-$51,848-$51,848
Occupancy-$39,765-$39,765
Pension Plan Contributions-$29,328$9,729$39,057
Conferences and Meetings-$26,777$9,307$36,084
Payroll Taxes-$25,525$9,662$35,187
Fees for Services Accounting-$34,674-$34,674
Office Expenses-$22,751$2,036$24,787
Foreign Grants$20,000--$20,000
Advertising-$3,945$3,808$7,753
Other Expenses$1,526,276$3,836$5,153$3,836
Insurance-$3,294-$3,294
Travel-$1,032$806$1,838
Total Functional Expenses$5,966,436$1,013,714$169,398$7,149,548

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,149,548
Total Expenses per Audited Statements$6,902,601
Expenses per Audited Statements$6,862,837
Expenses Not Reported on Financial Statements$286,711
Expenses Not Reported on Form 990$39,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christ ChurchSt Michaels, MDReligious OrgHistoric Preservation$280,500
Chesapeake College Foundation IncWye Mills, MD501(c)(3)Programs/financial Aid$246,372
The Vestry of Wye ParishWye Mills, MD501(c)(3)Historic Preservation$108,702
Trinity Lutheran ChurchJoppa, MDReligious OrgUnrestricted/memorial Trust Fund$105,577
Sandhills Community College Foundation IncPinehurst, NC501(c)(3)Programs$105,283
Washington CollegeChestertown, MD501(c)(3)Programs/financial Aid$102,728
Caroline County Public SchoolsDenton, MDGovernmentFood Programs$100,640
Neighborhood Service Center IncEaston, MD501(c)(3)Programs$80,980
Ymca of the Chesapeake IncEaston, MD501(c)(3)Programs/financial Aid$78,490
Talbot County Public SchoolsEaston, MDGovernmentPrograms$69,560
Wye River Upper School IncCentreville, MD501(c)(3)Programs/financial Aid$66,000
Chesterwye Foundation IncQueenstown, MD501(c)(3)Programs$63,768
Radcliffe Creek School IncChestertown, MD501(c)(3)Programs/financial Aid$61,289
SAINT MARTIN'S MINISTRIES INCRidgely, MD501(c)(3)Programs$60,526
Salisbury University Foundation IncSalisbury, MD-Programs$60,268
Univ of Maryland College Park Student Financial Services and CashieringCollege Park, MD501(c)(3)Scholarships$60,268
St Michaels Community Center IncSt Michaels, MD501(c)(3)Programs$50,230
Pleasant Day Medical Adult Day Care Dorchester County Commission on AgingCambridge, MD501(c)(3)Programs$49,000
Academy Art Museum IncEaston, MD501(c)(3)Programs$48,500
For All Seasons IncEaston, MD501(c)(3)Programs$45,000
Talbot Hospice Foundation IncEaston, MD501(c)(3)Programs$44,228
Convention of the Portestant Episcopal Church Fbo Camp WrightEaston, MDReligious OrgShoreline Restoration$43,375
Casa of the Mid-shoreEaston, MD501(c)(3)Programs$42,353
Compass Regional Hospice IncCentreville, MD501(c)(3)Programs/nurses Station$39,450
Talbot Mentors IncEaston, MD501(c)(3)Programs$37,175
HORIZONS OF KENT AND QUEEN ANNE'SChestertown, MD501(c)(3)Programs$34,456
Tilghman Area Youth Association IncTilgman, MD501(c)(3)Programs$34,000
Delmarva Community Services IncCambridge, MD501(c)(3)Programs$33,000
Anne Arundel Medical Center Foundation IncAnnapolis, MD501(c)(3)Programs$30,000
Upper Shore Workforce Investment Board IncWye Mills, MD501(c)(3)Scholarships$27,635
Bay Area Community ChurchAnnapolis, MDReligious OrgPrograms$25,000
Positive Strides IncEaston, MDGovernmentPrograms$25,000
Salvation ArmyCambridge, MD501(c)(3)Programs$25,000
Easton Day Care Center IncEaston, MD501(c)(3)Programs/financial Aid$22,648
Talbot Interfaith Shelter IncEaston, MD501(c)(3)Programs$21,675
Mid-shore Council on Family Violence IncEaston, MD501(c)(3)Programs$21,500
Um Memorial Hospital Foundation IncEaston, MD501(c)(3)Programs/heart and Vascular Center Equipment$20,174
Channel Marker IncEaston, MD501(c)(3)Programs$20,000
New Beginnings Youth and Family Services IncAnnapolis, MD501(c)(3)Programs$20,000
Society of St Vincent De PaulEaston, MD501(c)(3)Programs$18,980
Chesapeake Multicultural Resource Center IncEaston, MD501(c)(3)Programs$18,913
Talbot Community Connections IncEaston, MD501(c)(3)Programs$17,000
Sultana Education FoundationChestertown, MD501(c)(3)Programs$16,620
Chesapeake Bay Maritime Museum IncSt Michaels, MD501(c)(3)Programs$16,413
Partners in Care Maryland IncPasadena, MD501(c)(3)Programs$15,125
The Gunston School IncCenterville, MD501(c)(3)Programs$15,000
Benedictine School for Exceptional Children Foundation IncRidgely, MD501(c)(3)Programs$14,560
Caroline County Humane Society IncRidgely, MD501(c)(3)Programs$13,372
The Country SchoolEaston, MD501(c)(3)Programs/financial Aid$12,551
Character Counts Mid-shore IncEaston, MD501(c)(3)Programs$12,500
Haven Ministries IncChester, MD501(c)(3)Programs$12,500
Nause-waiwash Band of Indians IncVienna, MD501(c)(4)Roof Repairs$12,500
GRAND ARMY OF THE REPUBLIC POST #25 INCChestertown, MD501(c)(3)Food Drive$11,600
Pickering Creek Audubon CenterEaston, MD501(c)(3)Programs$11,550
Community Mediation Upper Shore IncChestertown, MD501(c)(3)Programs$11,496
Habitat for Humanity Choptank IncEaston, MD501(c)(3)Programs$11,461
Kent School IncChestertown, MD501(c)(3)Programs$11,231
Talbot Humane CoEaston, MD501(c)(3)Programs$11,115
Baywater Animal RescueCambridge, MD501(c)(3)Programs$11,000
Phillips Wharf Environmental Center IncTilghman, MD501(c)(3)Programs$11,000
Mid-shore Pro Bono IncEaston, MD501(c)(3)Programs$10,700
Mid Shore Community Mediation Center IncEaston, MD501(c)(3)Programs$10,442
Wesleyan ChhurchCambridge, MD501(c)(3)Ada Access$10,220
Building African American Minds IncEaston, MD501(c)(3)Programs$10,000
Cambridge Church of the NazareneCambridge, MDReligious OrgPrograms$10,000
Cambridge Cold Weather Shelter IncCambridge, MD501(c)(3)Programs$10,000
Chesapeake Center IncEaston, MD501(c)(3)Programs$10,000
Dorchester Chamber Foundation IncCambridge, MD501(c)(3)Scholarships$10,000
FarmerswagonorgChestertown, MD501(c)(3)Programs$10,000
Foundation of Hope IncEdgewood, MD501(c)(3)Programs$10,000
Key School IncAnnapolis, MD501(c)(3)Programs$10,000
Pine Street Committee IncCambridge, MD501(c)(3)Programs$10,000
QUEEN ANNE'S COUNTY LOCAL MANAGEMENT BOARDCenterville, MD501(c)(3)Programs$10,000
Sun Valley Film Festival IncSun Valley, ID501(c)(3)Programs$10,000
Rebuilding Together Kent County MdChestertown, MD501(c)(3)Programs$9,900
Neck District Volunteer Fire Co IncCambridge, MD501(c)(3)Improvements$9,500
Kent County Public Library IncChestertown, MD501(c)(3)Programs$9,374
Farmers and Hunters Feeding the Hungry IncWilliamsport, MD501(c)(3)Programs$9,000
Easton Volunteer Fire Department IncEaston, MD501(c)(4)Unrestricted$8,710
Community Food PantryChestertown, MD501(c)(3)Programs$8,550
The Church Hill Theatre IncChurch Hill, MD501(c)(3)Programs$8,458
Chestertown River ArtsChestertown, MD501(c)(3)Programs$7,741
Shorerivers IncEaston, MD501(c)(3)Programs$7,695
CruOrlando, FL501(c)(3)Programs$7,500
St Michaels Little LeagueSt Michaels, MDGovernmentFacilities Improvement$7,500
Talbot County Health DepartmentEaston, MD501(c)(3)Programs$7,500
Johns Hopkins UniversityBaltimore, MD501(c)(3)Programs$7,000
Really Great Cats Rescue IncChestertown, MD501(c)(3)Programs$7,000
Kent Conservation and Preservation AllianceChestertown, MD501(c)(3)Programs$6,704
Dorchester County Historical Society IncCambridge, MD501(c)(3)Programs$6,607
Cambridge Community Radio IncCambridge, MD501(c)(3)Programs$6,500
Planned Parenthood of Northern New England IncColchester, VT501(c)(3)Programs$6,500
Chesapeake Film Festival IncEaston, MD501(c)(3)Programs$6,174
Chesterwye CenterincGrasonville, MD501(c)(3)Programs$6,000
Kent Center IncChestertown, MDGovernmentPrograms$6,000
North Caroline Clergy AssociationGoldsboro, MD501(c)(3)Programs$6,000
United Needs and Abilities IncSalisbury, MD501(c)(3)Programs$6,000
Mid-shore Pro Bono IncEaston, MD501(c)(3)Programs$5,650
The Leukemia & Lymphoma Society IncPittsfield, MAReligious OrgPrograms$5,600
National Music FestivalChestertown, MD501(c)(3)Programs$5,550
Easter Seals Fbo Camp FairleeNew Castle, DE501(c)(3)Programs$5,500
Rebuilding Together Caroline CountyDenton, MD501(c)(3)Programs$5,500
Hill Hounds Rescue and Animal Sanctuary IncGreensboro, MD501(c)(3)Programs$5,375
AARON'S PLACE INCDenton, MD501(c)(3)Programs$5,300
Old-growth Forest Network IncEaston, MD501(c)(3)Programs$5,282
Dorchester Center for the Arts IncCambridge, MD501(c)(3)Programs$5,200
Asbury United Methodist ChurchEaston, MDReligious OrgPrograms$5,180
Carpe Diem Arts IncSilver Spring, MD501(c)(3)Programs$5,100
Bay Hundred Community Volunteers IncEaston, MD501(c)(3)Programs$5,000
Bridges at Worthmore IncWorton, MD501(c)(3)Animal Care$5,000
Cambridge Main Street IncCambridge, MD501(c)(3)Programs$5,000
Caroline County Department of Social ServicesDenton, MDGovernmentPrograms$5,000
Corsica River Mental Health Services IncCenterville, MD501(c)(3)Programs$5,000
Crossroads Community IncCentreville, MD501(c)(3)Programs$5,000
Emmanuel Episcopal ChurchChestertown, MDReligious OrgPreservation$5,000
Friends of Talbot County Free LibraryEaston, MD501(c)(3)Programs$5,000
Junior Achievement of the Eastern Shore IncSalisbury, MD501(c)(3)Programs$5,000
Kennard Alumni Association IncCentreville, MD501(c)(3)Programs$5,000
Kent Island Federation of Arts IncStevensville, MD501(c)(3)Programs$5,000
Massey Air Museum IncMassey, MD501(c)(3)Programs$5,000
Mid-shore Early Learning Center IncEaston, MD501(c)(3)Programs$5,000
Samaritan Group IncChestertown, MD-Programs$5,000
Talbot County Arts Council IncEaston, MD501(c)(3)Programs$5,000
The Humane Sociey of Kent County Inc Nka the Animal Care Shelter for KenChestertown, MD501(c)(3)Programs$5,000
The Peace Center FoundationGreenville, SCReligious OrgPrograms$5,000
Tred Avon Players IncOxford, MD501(c)(3)Programs$5,000
University of RichmondRichmond, VAReligious OrgPrograms$5,000
Wingfield Ministries IncHarrisonsburg, VA501(c)(3)Programs$5,000
Ymca of Central Maryland Inc Dba the Y in ArnoldArnold, MD501(c)(3)Programs$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Payables$5,861,242
Charitable Gift Annuity Obligation$182,851
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to filing the form 990, a copy is distributed to all board members for their inspection. The board consists of several members who are certified public accountants and lawyers who are familiar with the filing requirements of the foundation. In addition, the form 990 is also provided to two committees of the board for their review of the information. The two committees are the executive committee and the finance committee. Before filing the form 990, the executive committee will vote that it be accepted and approved for submission.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest statement is presented to each new board member for signature at their orientation. A folder of signed statement is maintained and reviewed annually to confirm compliance by each board member. The statement includes a requirement that the board member alert the foundation of any changes that may occur while they are board members.”

Form 990, Part VI, Section B, Line 15

“The executive committee establishes a suggested compensation package for the key employees. The basis for structuring the compensation revolves around information available from other local not-for-profit organizations which board members may be familiar with along with the budgetary guidelines to which the foundation adheres. The executive committee compensation recommendation is then approved by the foundation board.”

Form 990, Part VI, Section C, Line 19

“The organization makes all its governing documents and financial statements available to the public. These documents are available on the website or upon request.”

Filing and Contact Details

Filer

Filer Name
Mid Shore Community Foundation Inc
EIN
52-1782373
Phone
4108208175
Address
102 E DOVER STREET, EASTON, MD 21601

Signing Officer

Name
Buck Duncan
Title
President
Phone
4108208175
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buck Duncan
Formed
1992
Legal Domicile
Md
Voting Board Members
27
Independent Board Members
27
Employees
12
Volunteers
120

Preparer

Firm
Tgm Group LLC
Address
955 MT HERMON RD, SALISBURY, MD 21804-5105
Preparer
Chris a Hall CPA
Phone
4107421328
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable gift annuities 16,107. Rounding -1.”

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. During the tax year, there were no changes in the oversight process or selection process.”

Financial Statement Notes

PART X, LINE 2:

“Under section 501(c)(3) of the internal revenue code, the foundation is exempt from the payment of federal and state income taxes on income other than unrelated business income. The foundation reviews and assesses all activities to identify any changes in the scope of the activities and revenue sources and the tax treatment thereof to identify any uncertain tax positions. For the years ended june 30, 2020 and 2019, no provision for income taxes was made for the foundation, as the organization had no significant unrelated business income and did not identify any uncertain tax positions requiring recognition or disclosure in these financial statements. Tax years considered open and subject to examination include returns for the foundation for the years ended june 30, 2017 through june 30, 2019.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Split-interest agreements - change in value rental expenses - 50% of bullitt house rounding”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses - 50% of bullitt house”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Split-interest agreements - change in value $16,107 rental expenses - 50% of bullitt house 39,764 rounding -1 total to schedule d, part xi, line 2d $55,870”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses - 50% of bullitt house $39,764”

Raw XML AppendixShowing 400 of 1,864 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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IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07455
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05855
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09662
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025525
IRS990/PayrollTaxesGrp/TotalAmt035187
IRS990/PensionPlanContributionsGrp/FundraisingAmt09729

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,649,390
Liabilities
$8,175,716
Net assets
$86,473,674
Revenue
$12,327,953
Expenses
$7,149,548
Net income
$5,178,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$12.5$125$18.1$10.4$7.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$10.8$112$13.0$8.74$4.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$10.6$104$16.0$9.59$6.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$125$9.77$115$15.6$7.56$8.00
2020Detailed filing. Detailed filing data is available for this year.$94.6$8.18$86.5$12.3$7.15$5.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.4$12.2$81.2$8.08$5.90$2.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.2$7.20$77.0$16.4$5.42$10.9
2017Summary only. Only limited summary data is available for this year.$72.5$7.21$65.3$12.2$4.23$7.93
2016Summary only. Only limited summary data is available for this year.$59.6$5.63$54.0$7.60$5.21$2.40
2015Summary only. Only limited summary data is available for this year.$56.8$4.73$52.0$8.01$3.75$4.26
2014Summary only. Only limited summary data is available for this year.$52.6$4.39$48.2$4.95$3.32$1.63
2013Summary only. Only limited summary data is available for this year.$46.4$3.79$42.6$5.04$2.89$2.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$3.58$37.5$2.14
2011Summary only. Only limited summary data is available for this year.$38.6$3.88$34.8$4.51$2.21$2.30