Civic Intelligence

MID-Shore Community Foundation Inc.

990 • Fiscal year 2021 • EIN 52-1782373

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 11, 2022

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

26th percentile

0.08x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.63x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

8th percentile

$158,695

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

87th percentile

32%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$125,001,314

Up $30,351,924 (+32%) from 2020

Net Assets

Up

$115,229,677

Up $28,756,003 (+33%) from 2020

Liabilities

Up

$9,771,637

Up $1,595,921 (+20%) from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Up

$15,563,573

Up $3,235,620 (+26%) from 2020

Expenses

Up

$7,560,756

Up $411,208 (+5.8%) from 2020

Net Income

Up

$8,002,817

Up $2,824,412 (+55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2021

Assets$125,001,314
Liabilities$9,771,637
Net Assets$115,229,677
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$15,563,573
Expenses$7,560,756
Net Income$8,002,817
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 11, 2022
Return Version
2020v4.2
Gross Receipts
$50,938,195
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$89,275,656$120,045,632▲ $30,769,976
Savings and Temporary Cash Investments$2,853,323$1,848,496▼ $1,004,827
Land, Buildings, and Equipment, Net$1,629,888$1,599,656▼ $30,232
Cash and Non-Interest-Bearing Accounts$8,824$15,121▲ $6,297
Prepaid Expenses and Deferred Charges$7,329$7,329→ $0
Other Notes and Loans Receivable, Net$5,855$3,355▼ $2,500
Total Assets$94,649,390$125,001,314▲ $30,351,924
Other Assets Total$868,515$1,481,725▲ $613,210
Liabilities
Other Liabilities$6,044,093$7,652,737▲ $1,608,644
Grants Payable$1,969,956$1,994,461▲ $24,505
Accounts Payable and Accrued Expenses$161,667$124,439▼ $37,228
Total Liabilities$8,175,716$9,771,637▲ $1,595,921
Net Assets / Fund Balance
Net Assets With Donor Restrictions$74,033,037$98,601,904▲ $24,568,867
Net Assets Without Donor Restrictions$12,440,637$16,627,773▲ $4,187,136
Total Net Assets Fund Balance$86,473,674$115,229,677▲ $28,756,003
Total Liabilities and Net Assets / Fund Balance$94,649,390$125,001,314▲ $30,351,924

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$778,448$505,648$1,284,096
Land$811,268-$811,268
Equipment$4,453$106,303$110,756
Other Land Buildings$5,487$23,761$29,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$71,012,304$1,098,937▲ $24,775,919-$94,513,867
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
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Buck DuncanPresidentFT$158,695$158,695

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
Sandy MccallisterDirector
Susan ChaffinchDirector
Tracy TylerDirector
William ChristopherDirector
Brett SummersSecretary
David NagelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Mason CompaniesInvestment ServicesSUITE 200 11130 SUNRISE VALLEY DRI, Reston, VA 20191$117,547
Revenue and Support

Revenue Composition

Contributions and Grants
$4,238,357
Program Service Revenue
$0
Investment Income
$11,296,122
Other Revenue
$29,094
All Other Contributions
$4,238,357
Change in Net Assets
$8,002,817

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 Traded27$525,711Fair Market Value
Total Noncash Contributions27$525,711-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,240,289
Revenue Not Reported on Financial Statements
$323,284
Revenue Not Reported on Form 990
$20,067,038
Total Revenue per Audited Statements
$35,307,327
Total Revenue per Form 990
$15,563,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,460,071
Other Expenses$1,500,321
Salaries, Compensation, and Employee Benefits$600,364
Total Fundraising Expense$169,978
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,528,613--$4,528,613
Grants to Domestic Individuals$906,458--$906,458
Fees for Service Investment Mgmnt Fees-$323,284-$323,284
Other Salaries and Wages-$181,652$128,063$309,715
Current Officers, Directors, Trustees, and Key Employees-$158,695-$158,695
Fees for Services Other-$108,670-$108,670
Other Employee Benefits-$64,604$3,829$68,433
Occupancy-$40,203-$40,203
Payroll Taxes-$24,179$9,152$33,331
Conferences and Meetings-$23,560$9,492$33,052
Pension Plan Contributions-$22,670$7,520$30,190
Fees for Services Accounting-$28,569-$28,569
Information Technology-$26,601-$26,601
Foreign Grants$25,000--$25,000
Office Expenses-$21,215$1,899$23,114
Advertising-$4,032$4,405$8,437
Insurance-$7,503-$7,503
Other Expenses$862,060$4,524$4,747$4,524
All Other Expenses-$3,624-$3,624
Travel-$1,115$871$1,986
Total Functional Expenses$6,322,131$1,068,647$169,978$7,560,756

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,560,756
Total Expenses per Audited Statements$7,277,674
Expenses per Audited Statements$7,237,472
Expenses Not Reported on Financial Statements$323,284
Expenses Not Reported on Form 990$40,202
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Denton Wesleyan CampDenton, MD501(c)(3)Relocating Archives and Camp Office$220,000
The Vestry of Wye ParishWye Mills, MDReligious OrgHistoric Preservation$162,404
Chesapeake College Foundation IncWye Mills, MD501(c)(3)Programs/financial Aid$160,866
Trinity Lutheran ChurchJoppa, MDReligious OrgUnrestricted/memorial Trust Fund/flowers$148,434
Sandhills Community College Foundation IncPinehurst, NC501(c)(3)Programs$148,132
Talbot Interfaith Shelter IncEaston, MD501(c)(3)Programs and Covid-19 Relief$130,806
Caroline County Public SchoolsDenton, MDGovernmentFood Programs and Covid-19 Relief$118,148
Washington CollegeChestertown, MD501(c)(3)Programs/financial Aid$95,121
Ymca of the Chesapeake IncEaston, MD501(c)(3)Programs/financial Aid$82,600
Choptank Community Health System IncDenton, MD501(c)(3)Hvac Improvements and Covid-19 Relief$79,380
Cambridge Wesleyan ChurchCambridge, MD501(c)(3)Ramp/deck Replacement$75,600
Neighborhood Service Center IncEaston, MD501(c)(3)Programs and Covid-19 Relief$71,100
Memorial Sloan Kettering Cancer CenterNew York, NY-Research$70,000
Partners in Care Maryland IncPasadena, MD501(c)(3)Programs and Covid-19 Relief$66,651
Wye River Upper School IncCentreville, MD501(c)(3)Programs/financial Aid/covid-19 Relief$65,000
CRITCHLOW ADKINS CHILDREN'S CENTEREaston, MD501(c)(3)Programs/financial Aid/scholarships/covid-19 Relief/classroom Renovations$62,576
Chesterwye Foundation IncQueenstown, MD501(c)(3)Programs$62,263
Univ of Maryland College Park Student Financial Services and CashieringCollege Park, MD501(c)(3)Scholarships$61,454
Laurel Wesleyan ChurchLaurel, DE-Parking Lot Project$60,000
For All Seasons IncEaston, MD501(c)(3)Programs and Covid-19 Relief$59,876
Salisbury University Foundation IncSalisbury, MD501(c)(3)Scholarships$57,941
Echo Hill Outdoor SchoolWorton, MD501(c)(3)Programs and Covid-19 Relief$56,000
Eastern Shore Land Conservancy IncEaston, MD501(c)(3)Programs$54,806
Radcliffe Creek School IncChestertown, MD501(c)(3)Programs/financial Aid/covid-19 Relief$51,047
Oxford Community CenterOxford, MD-Programs and Renovations$50,500
Academy Art Museum IncEaston, MD501(c)(3)Programs$49,500
Casa of the Mid-shoreEaston, MD501(c)(3)Programs$46,100
Anne Arundel Medical Center Foundation IncAnnapolis, MD501(c)(3)Programs$45,000
Howard UniversityWashington, DC501(c)(3)Programs$41,557
Kent School IncChestertown, MD501(c)(3)Programs and Covid-19 Relief$40,346
Christ ChurchSt Michaels, MDReligious OrgPrograms$38,490
Town of EastonEaston, MD-Lighting Project$38,000
Mid-shore Council on Family Violence IncEaston, MD501(c)(3)Programs and Covid-19 Relief$34,012
The Country SchoolEaston, MD501(c)(3)Programs/financial Aid/covid-19 Relief$31,552
The Gunston School IncCenterville, MD501(c)(3)Programs and Covid-19 Relief$31,000
Habitat for Humanity Choptank IncTrappe, MD501(c)(3)Programs$30,050
Hispanic AllianeGreenville, SCReligious OrgPrograms$30,000
Kent County Public SchoolsRock Hall, MD-Programs and Covid-19 Relief$28,302
St Michaels Community Center IncSt Michaels, MD501(c)(3)Programs and Covid-19 Relief$27,750
Dorchester County Public SchoolsCambridge, MD501(c)(5)Programs and Covid-19 Relief$27,000
Harvesting Hope Youth and Family Services IncCambridge, MD501(c)(3)Programs and Covid-19 Relief$27,000
MARTIN'S HOUSE & BARNRidgely, MD-Programs and Covid-19 Relief$26,940
QUEEN ANNE'S COUNTY PUBLIC SCHOOLSCentreville, MD-Programs and Covid-19 Relief$26,094
Bay Area Community ChurchAnnapolis, MDReligious OrgPrograms$24,500
Kent Attainable HousingChestertown, MD-Programs$24,000
New Beginnings Youth and Family Services IncCambridge, MD501(c)(3)Programs and Covid-19 Relief$23,250
Historic Easton IncEaston, MD501(c)(3)Programs and Covid-19 Relief$22,860
AARON'S PLACE INCDenton, MD501(c)(3)Programs and Covid-19 Relief$22,800
Baam IncEaston, MD501(c)(3)Programs and Covid-19 Relief$22,626
Town of Rock HallRock Hall, MD-Programs and Roof Repair/replacement$22,058
Shorerivers IncEaston, MD501(c)(3)Programs$21,936
Maryland Food BankBaltimore, MD-Programs$20,000
Pickering Creek Audubon CenterEaston, MD501(c)(3)Programs$19,900
Pine Street Committee IncCambridge, MD501(c)(3)Programs and Covid-19 Relief$19,511
Haven Ministries IncChester, MD501(c)(3)Programs and Covid-19 Relief$18,869
Animal Care Shelter for Kent CountyChestertown, MDReligious OrgPrograms$18,397
Um Memorial Hospital Foundation IncEaston, MD501(c)(3)Programs$18,000
Community Mediation Upper Shore IncChestertown, MD501(c)(3)Programs and Covid-19 Relief$16,864
Talbot Hospice Foundation IncEaston, MD501(c)(3)Programs and Covid-19 Relief$15,883
Rebuilding Together Kent County MdChestertown, MD501(c)(3)Programs and Covid-19 Relief$15,500
Talbot Community Connections IncEaston, MD501(c)(3)Programs$15,500
Cambridge Adventist ChurchCambridge, MDGovernmentPrograms$15,000
Delmarva Community Services IncCambridge, MD501(c)(3)Programs$15,000
Positive Strides IncEaston, MD501(c)(3)Programs$15,000
QUEEN ANNE'S ADVOCATES FOR YOUTH INCGrasonville, MD-Programs and Covid-19 Relief$15,000
Samaritan Group IncChestertown, MD501(c)(3)Programs$15,000
Tilghman Area Youth Association IncTilgman, MD501(c)(3)Programs$15,000
Woodberry Forest SchoolWoodberry Forest, VA-Programs$15,000
Talbot County Public SchoolsEaston, MDGovernmentPrograms and Covid-19 Relief$14,790
Talbot Humane CoEaston, MD501(c)(3)Programs and Covid-19 Relief$14,050
Sultana Education FoundationChestertown, MD501(c)(3)Programs$12,360
Cambridge Church of the NazareneCambridge, MDReligious OrgPrograms$12,000
MINARY'S DREAM ALLIANCEDenton, MD-Programs and Covid-19 Relief$12,000
Chesapeake Multicultural Resource Center IncEaston, MD501(c)(3)Programs and Covid-19 Relief$11,705
Caroline County Humane Society IncRidgely, MD501(c)(3)Programs$11,347
SAINT MARTIN'S MINISTRIES INCRidgely, MD501(c)(3)Programs$11,250
HORIZONS OF KENT AND QUEEN ANNE'S COUNTIESChestertown, MD501(c)(3)Programs$11,200
Kent Center IncChestertown, MD501(c)(3)Programs and Covid-19 Relief$11,000
Compass Regional Hospice IncCentreville, MD501(c)(3)Programs$10,200
Channel Marker IncEaston, MD501(c)(3)Programs$10,000
Co-op ArundelArnold, MDReligious OrgPrograms$10,000
Dorchester Chamber Foundation IncCambridge, MD501(c)(3)Scholarships$10,000
Dorchester County Public LibraryCambridge, MD501(c)(3)Elevator Repairs$10,000
Easton First Wesleyan ChurchEaston, MD501(c)(3)Technology Upgrade$10,000
Foundation of Hope IncEaston, MD501(c)(3)Programs$10,000
Jevs Human Services IncPhiladelphia, PAGovernmentPrograms$10,000
Junior Achievement of the Eastern Shore IncSalisbury, MD501(c)(3)Programs and Covid-19 Relief$10,000
Kent Agricultural Center IncChestertown, MD-Programs$10,000
Key School IncAnnapolis, MD501(c)(3)Programs$10,000
Mid-shore Early Learning Center IncEaston, MD501(c)(3)Programs and Covid-19 Relief$10,000
Nanticoke Historic Preservation Alliance IncCambridge, MD-Monument$10,000
QUEEN ANNE'S COUNTY HISTORICAL SOCIETY INCCentreville, MD-Programs$10,000
Society of St Vincent De PaulCambridge, MD-Programs and Covid-19 Relief$10,000
Sun Valley Film Festival IncSun Valley, ID501(c)(3)Programs$10,000
The Peace Center FoundationGreenville, SCReligious OrgPrograms$10,000
University of Maryland Center for Environmental ScienceCambridge, MD-Programs$10,000
Kent County Public Library IncChestertown, MDGovernmentPrograms$9,610
An Optical Galleria LLCEaston, MD501(c)(3)Programs and Covid-19 Relief$9,500
Atelier 11 LtcEaston, MDReligious OrgPrograms and Covid-19 Relief$9,500
BANNING'S TAVERN LLCEaston, MD501(c)(3)Programs and Covid-19 Relief$9,500
Coastal Business Group LLCEaston, MDReligious OrgPrograms and Covid-19 Relief$9,500
Diana M Flagler LLC Dba La De DaEaston, MD501(c)(3)Programs and Covid-19 Relief$9,500
Frugalicious LLCEaston, MD501(c)(3)Covid-19 Relief$9,500
Griffin One LLC Dba CurlicueEaston, MD501(c)(3)Covid-19 Relief$9,500
HILL'S CAFE & JUICE BAREaston, MDGovernmentCovid-19 Relief$9,500
Hummingbird InnEaston, MDReligious OrgCovid-19 Relief$9,500
Illumination LLCEaston, MDGovernmentCovid-19 Relief$9,500
Kalon Meraki Salon LLCEaston, MD501(c)(3)Covid-19 Relief$9,500
Kmg LLCEaston, MD-Covid-19 Relief$9,500
Laser Letters IncEaston, MD-Covid-19 Relief$9,500
Lizzy Dee LLCEaston, MD-Covid-19 Relief$9,500
MARK'S FITNESS STUDIO INCEaston, MD-Covid-19 Relief$9,500
Marc Randall Mdel LLCEaston, MD-Covid-19 Relief$9,500
Out of the Fire IncEaston, MD-Covid-19 Relief$9,500
STORMY'S ICE CREAM LLCEaston, MD-Covid-19 Relief$9,500
Scossa Restaurant & LoungeEaston, MD-Covid-19 Relief$9,500
Shabby Chic SalonEaston, MD-Covid-10 Releif$9,500
Shapers IncEaston, MD-Covid-19 Relief$9,500
Studio Two Salon LLCEaston, MD-Covid-19 Relief$9,500
Talent Source IncEaston, MD-Covid-19 Relief$9,500
Tidewater Inn LLCEaston, MD-Covid-19 Relief$9,500
Total Image Inc Dba Dragonfly BoutiqueEaston, MD-Covid-19 Relief$9,500
Boulder Credt Retreat FoundationBluemont, VA501(c)(3)Programs$9,000
Operation Support Our Troops America IncNaperville, IL-Programs$9,000
The Dixon House IncEaston, MD501(c)(3)Programs and Covid-19 Relief$7,568
CruOrlando, FL501(c)(3)Programs$7,500
Mid-atlantic Symphony Orchestra Society IncEaston, MD-Programs$7,497
Easton Church of GodEaston, MDReligious OrgPrograms$7,490
Scotts United Methodist ChurchTrappe, MD-Programs$7,490
Tilghman United Methodist ChurchTilgman, MD-Programs$7,490
Talbot County Free LibraryEaston, MD-Programs$7,300
Talbot Historical Society IncEaston, MD-Programs$7,100
Mid-shore Pro Bono IncEaston, MD501(c)(3)Programs and Covid-19 Grants$7,085
Easton Choral Arts Society IncEaston, MDGovernmentPrograms$7,052
Cambridge Main Street IncCambridge, MD501(c)(3)Programs$7,000
Really Great Cats Rescue IncChestertown, MD501(c)(3)Programs$7,000
Chesapeake Film Festival IncEaston, MD501(c)(3)Programs$6,193
Benedictine School for Exceptional Children Foundation IncRidgely, MD501(c)(3)Programs$6,163
Alano Club of the PiedmontGreenville, SC501(c)(3)Programs$6,000
Avalon Foundation IncEaston, MD501(c)(3)Programs$6,000
Bay Hundred Community Volunteers IncMcdaniel, MD501(c)(3)Programs$6,000
Girl Scouts of the Chesapeake Bay CouncilSalisbury, MD501(c)(3)Programs and Covid-19 Relief$6,000
Rebuilding Together Caroline CountyDenton, MD501(c)(3)Programs and Covid-19 Relief$6,000
Salvation ArmyCambridge, MD501(c)(3)Programs$6,000
Society of St Vincent De PaulEaston, MD501(c)(3)Programs and Covid-19 Relief$6,000
United Needs and Abilities IncSalisbury, MD501(c)(3)Programs$6,000
Easton Volunteer Fire Department IncEaston, MD501(c)(4)Unrestricted$5,732
Easter Seals Fbo Camp FairleeNew Castle, DE501(c)(3)Programs and Covid-19 Relief$5,500
Kent Association of Riding TherapyWorton, MD-Programs$5,500
Men for Change IncFederalsburg, MD-Programs and Covid-19 Relief$5,500
Chestertown River ArtsChestertown, MD501(c)(3)Programs and Covid-19 Relief$5,244

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$7,479,165
Charitable Gift Annuity Obligation$173,572
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
2022-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buck Duncan
Formed
1992
Legal Domicile
Md
Voting Board Members
28
Independent Board Members
28
Employees
13
Volunteers
130

Preparer

Firm
Uhy Advisors Mid-atlantic Md Inc
Address
955 MT HERMON ROAD, SALISBURY, MD 21804
Preparer
Chris a Hall
Phone
4107421328
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable gift annuities 112,191. Prior period restatement 726,350. 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, 2021 and 2020, 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, 2018 through june 30, 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

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

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses - 50% of bullitt house”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Split-interest agreements - change in value $112,192 rental expenses - 50% of bullitt house 40,202 total to schedule d, part xi, line 2d $152,394”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses - 50% of bullitt house $40,202”

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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt086473674
IRS990/NetAssetsOrFundBalancesEOYAmt0115229677
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09048998
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09048998
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-28402
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-28402
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt019914644
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012440637
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016627773
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040203
IRS990/OccupancyGrp/TotalAmt040203
IRS990/OfficeExpensesGrp/FundraisingAmt01899
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021215
IRS990/OfficeExpensesGrp/TotalAmt023114
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0868515
IRS990/OtherAssetsTotalGrp/EOYAmt01481725
IRS990/OtherChangesInNetAssetsAmt0838542
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03829
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064604
IRS990/OtherEmployeeBenefitsGrp/TotalAmt068433
IRS990/OtherExpensesGrp/Desc0FUND EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP, SUBSCRIPTIO
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt04747
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017966
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15981
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24524
IRS990/OtherExpensesGrp/ProgramServicesAmt0862060
IRS990/OtherExpensesGrp/TotalAmt0862060
IRS990/OtherExpensesGrp/TotalAmt122713
IRS990/OtherExpensesGrp/TotalAmt25981
IRS990/OtherExpensesGrp/TotalAmt34524
IRS990/OtherLiabilitiesGrp/BOYAmt06044093
IRS990/OtherLiabilitiesGrp/EOYAmt07652737

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,001,314
Liabilities
$9,771,637
Net assets
$115,229,677
Revenue
$15,563,573
Expenses
$7,560,756
Net income
$8,002,817
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
2021Detailed filing. Detailed filing data is available for this year.$125$9.77$115$15.6$7.56$8.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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