Civic Intelligence

Miles & Stockbridge Foundation Inc.

990EZ • Fiscal year 2016 • EIN 52-1946155

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 07, 2017

100 Light StreetBaltimore, MD 21202

(410) 727-6464

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-4.1%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.7%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

1.9%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$46,971

Down $4,463 (-8.7%) from 2015

Net Assets

Down

$46,971

Down $4,463 (-8.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$151,024

Up $2,810 (+1.9%) from 2015

Expenses

Down

$157,237

Down $29,668 (-16%) from 2015

Net Income

Up

-$6,213

Up $32,478 (+84%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $94,222Liabilities 2010: $0Net Assets 2010: $94,2222010Assets 2011: $101,796Liabilities 2011: $0Net Assets 2011: $101,7962011Assets 2012: $102,111Liabilities 2012: $0Net Assets 2012: $102,1112012Assets 2013: $97,407Liabilities 2013: $0Net Assets 2013: $97,4072013Assets 2014: $90,125Liabilities 2014: $0Net Assets 2014: $90,1252014Assets 2015: $51,434Liabilities 2015: $0Net Assets 2015: $51,4342015Assets 2016: $46,971Liabilities 2016: $0Net Assets 2016: $46,9712016Assets 2017: $43,030Liabilities 2017: $0Net Assets 2017: $43,0302017Assets 2018: $68,159Liabilities 2018: $0Net Assets 2018: $68,1592018Assets 2019: $67,074Liabilities 2019: $0Net Assets 2019: $67,0742019Assets 2020: $86,598Liabilities 2020: $0Net Assets 2020: $86,5982020Assets 2021: $155,966Liabilities 2021: $0Net Assets 2021: $155,9662021Assets 2022: $141,963Liabilities 2022: $0Net Assets 2022: $141,9632022Assets 2023: $108,151Liabilities 2023: $0Net Assets 2023: $108,1512023Assets 2024: $95,462Liabilities 2024: $0Net Assets 2024: $95,4622024

Highlighted filing

2016

Assets$46,971
Liabilities$0
Net Assets$46,971

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $180,947Expenses 2010: $110,232Net Income 2010: $70,7152010Revenue 2011: $181,573Expenses 2011: $173,999Net Income 2011: $7,5742011Revenue 2012: $147,844Expenses 2012: $147,529Net Income 2012: $3152012Revenue 2013: $148,567Expenses 2013: $153,271Net Income 2013: -$4,7042013Revenue 2014: $147,445Expenses 2014: $154,727Net Income 2014: -$7,2822014Revenue 2015: $148,214Expenses 2015: $186,905Net Income 2015: -$38,6912015Revenue 2016: $151,024Expenses 2016: $157,237Net Income 2016: -$6,2132016Revenue 2017: $150,908Expenses 2017: $158,450Net Income 2017: -$7,5422017Revenue 2018: $146,824Expenses 2018: $121,695Net Income 2018: $25,1292018Revenue 2019: $147,201Expenses 2019: $148,286Net Income 2019: -$1,0852019Revenue 2020: $107,176Expenses 2020: $87,652Net Income 2020: $19,5242020Revenue 2021: $142,303Expenses 2021: $72,935Net Income 2021: $69,3682021Revenue 2022: $72,872Expenses 2022: $86,875Net Income 2022: -$14,0032022Revenue 2023: $74,563Expenses 2023: $108,375Net Income 2023: -$33,8122023Revenue 2024: $74,811Expenses 2024: $87,500Net Income 2024: -$12,6892024

Highlighted filing

2016

Revenue$151,024
Expenses$157,237
Net Income-$6,213
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 7, 2017
Return Version
2016v3.0
Gross Receipts
$151,024
Mission and Program Overview

Mission

The foundation was established to provide funds for charitable, educational, scientific, and religious endeavors. This is accomplished by providing grants to 501(c)3 organizations to sustain existing programs and to assist with implementation of new programs.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDES FUNDS AND GRANTS FOR 501(C)3 ORGANIZATIONS, FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ENDEAVORS.$157,237$157,237
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA N WHITTAKER-PIONDirector-$0--
BRADFORD S BERNSTEINDirector-$0--
JEFFERY S PORTEZDirector-$0--
JOHN A STALFORTDirector-$0--
JOHN B FRISCHDirector-$0--
MICHAEL J BRENNANDirector-$0--
RANDALL G WHITTENBERGERDirector-$0--
JW THOMPSON WEBBVice President-$0--
MICHELE L COHENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Miles & Stockbridge Foundation Inc
EIN
52-1946155
Phone
4107276464
Address
100 LIGHT STREET, BALTIMORE, MD 21202

Signing Officer

Name
Michele L Cohen
Title
President
Phone
4107276464
Signed
2017-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Susan Keller
Phone
4107275735
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions. Grantee name: downtown partnership of baltimore. Grantee address: 20 e. Charles street, 6th floor baltimore, md 21201. Grantee relationship: none. Property description: cash. Date of gift: 11/02/16. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions. Grantee name: kennedy krieger institute. Grantee address: 707 n broadway baltimore, md 21205. Grantee relationship: none. Property description: cash. Date of gift: 08/19/16. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions. Grantee name: miscellaneous small grants. Grantee relationship: none. Property description: cash. Amount given: 111,950.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions. Grantee name: baltimore festival of the arts, inc. Grantee address: 10 east baltimore street, 10th floor baltimore, md 21202. Grantee relationship: none. Property description: cash. Date of gift: 03/15/16. Amount given: 7,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contributions. Grantee name: united way of central maryland. Grantee address: 100 s. Charles street, 5th floor baltimore, md 21201. Grantee relationship: none. Property description: cash. Date of gift: 08/31/16. Amount given: 7,787. Total included on form 990-ez, line 10: 157,237.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: refund of contributions. Amount: 1,750.

Raw XML Appendix190 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/PersonNm0ANGELA N WHITTAKER-PION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRADFORD S BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFERY S PORTEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN A STALFORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN B FRISCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL J BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RANDALL G WHITTENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JW THOMPSON WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHELE L COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01750
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED TO PROVIDE FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS ENDEAVORS. THIS IS ACCOMPLISHED BY PROVIDING GRANTS TO 501(C)3 ORGANIZATIONS TO SUSTAIN EXISTING PROGRAMS AND TO ASSIST WITH IMPLEMENTATION OF NEW PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PROVIDES FUNDS AND GRANTS FOR 501(C)3 ORGANIZATIONS, FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ENDEAVORS.
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IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTIONS. GRANTEE NAME: DOWNTOWN PARTNERSHIP OF BALTIMORE. GRANTEE ADDRESS: 20 E. CHARLES STREET, 6TH FLOOR BALTIMORE, MD 21201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/02/16. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTIONS. GRANTEE NAME: KENNEDY KRIEGER INSTITUTE. GRANTEE ADDRESS: 707 N BROADWAY BALTIMORE, MD 21205. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/19/16. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CONTRIBUTIONS. GRANTEE NAME: MISCELLANEOUS SMALL GRANTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 111,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CONTRIBUTIONS. GRANTEE NAME: BALTIMORE FESTIVAL OF THE ARTS, INC. GRANTEE ADDRESS: 10 EAST BALTIMORE STREET, 10TH FLOOR BALTIMORE, MD 21202. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/15/16. AMOUNT GIVEN: 7,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CONTRIBUTIONS. GRANTEE NAME: UNITED WAY OF CENTRAL MARYLAND. GRANTEE ADDRESS: 100 S. CHARLES STREET, 5TH FLOOR BALTIMORE, MD 21201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/16. AMOUNT GIVEN: 7,787. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 157,237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: REFUND OF CONTRIBUTIONS. AMOUNT: 1,750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE L COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04107276464
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILES & STOCKBRIDGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0521946155
ReturnHeader/Filer/PhoneNum04107276464
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 LIGHT STREET
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.0.123.185
ReturnHeader/FilingSecurityInformation/IPDt02017-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm019:16:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520959934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIN & TUCKER CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 EAST PRATT ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04107275735
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN KELLER
ReturnHeader/ReturnTs02017-05-01T08:54:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.75$0.88$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.75$1.08$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.73$0.87$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.42$0.73$0.69
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.07$0.88$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.47$1.48$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.47$1.22$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.51$1.58$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.51$1.57$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.48$1.87$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.47$1.55$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.49$1.53$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$1.48$1.48$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$1.82$1.74$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$1.81$1.10$0.71