Civic Intelligence

R Madison Mitchell Endowment Trust Inc

990 • Fiscal year 2016 • EIN 52-2056428

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileWWW.RMADISONMITCHELL.COM
PO Box 796Havre DE Grace, MD 21078

(410) 734-6238

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

74th percentile

18%

Higher net margin than 74% 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

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$353,523

Up $3,893 (+1.1%) from 2015

Net Assets

Up

$353,523

Up $3,893 (+1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Down

$21,945

Down $5,888 (-21%) from 2015

Expenses

Up

$18,052

Up $5,049 (+39%) from 2015

Net Income

Down

$3,893

Down $10,937 (-74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2011: $281,645Liabilities 2011: $0Net Assets 2011: $281,6452011Assets 2012: $297,268Liabilities 2012: $0Net Assets 2012: $297,2682012Assets 2013: $317,546Liabilities 2013: $0Net Assets 2013: $317,5462013Assets 2014: $334,800Liabilities 2014: $0Net Assets 2014: $334,8002014Assets 2015: $349,630Liabilities 2015: $0Net Assets 2015: $349,6302015Assets 2016: $353,523Liabilities 2016: $0Net Assets 2016: $353,5232016Assets 2017: $373,071Liabilities 2017: $0Net Assets 2017: $373,0712017Assets 2018: $345,695Liabilities 2018: $0Net Assets 2018: $345,6952018Assets 2019: $389,009Liabilities 2019: $0Net Assets 2019: $389,0092019Assets 2020: $394,294Liabilities 2020: $0Net Assets 2020: $394,2942020Assets 2021: $438,694Net Assets 2021: $438,6942021Assets 2022: $389,287Net Assets 2022: $389,2872022Assets 2023: $401,339Liabilities 2023: $02023

Highlighted filing

2016

Assets$353,523
Liabilities$0
Net Assets$353,523
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $105,771Expenses 2011: $87,162Net Income 2011: $18,6092011Revenue 2012: $24,819Expenses 2012: $21,026Net Income 2012: $3,7932012Revenue 2013: $32,256Expenses 2013: $16,907Net Income 2013: $15,3492013Revenue 2014: $34,641Expenses 2014: $15,034Net Income 2014: $19,6072014Revenue 2015: $27,833Expenses 2015: $13,003Net Income 2015: $14,8302015Revenue 2016: $21,945Expenses 2016: $18,052Net Income 2016: $3,8932016Revenue 2017: $40,365Expenses 2017: $20,817Net Income 2017: $19,5482017Revenue 2018: $34,044Expenses 2018: $61,420Net Income 2018: -$27,3762018Revenue 2019: $71,163Expenses 2019: $27,849Net Income 2019: $43,3142019Revenue 2020: $20,669Expenses 2020: $15,384Net Income 2020: $5,2852020Revenue 2021: $57,574Expenses 2021: $13,174Net Income 2021: $44,4002021Revenue 2022: $15,897Expenses 2022: $65,304Net Income 2022: -$49,4072022Revenue 2023: $39,958Expenses 2023: $27,906Net Income 2023: $12,0522023

Highlighted filing

2016

Revenue$21,945
Expenses$18,052
Net Income$3,893
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$234,754
Mission and Program Overview

Mission

To provide a permanent long range source of annual income to aid the havre de grace decoy museum's preservation and aquisition of decoys.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$349,630$353,523▲ $3,893
Investments Program Related$260,910$258,441▼ $2,469
Cash and Non-Interest-Bearing Accounts$88,720$95,082▲ $6,362
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$349,630$353,523▲ $3,893
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$349,630$353,523▲ $3,893
Total Liabilities and Net Assets / Fund Balance$349,630$353,523▲ $3,893

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$125,231--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
R Madison Mitchell JrPresident
Dr Louis SilversteinVice President
E Mitchell ShankBoard Member
John O Mitchell IiiBoard Member
Joseph W MitchellBoard Member
Merill DoughertyBoard Member
R Madison Mitchell IiiBoard Member
William CollinsBoard Member
Jeannie VincentiSecretary
Patrick VincentiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,510
Program Service Revenue
$0
Investment Income
$994
Other Revenue
$11,441
All Other Contributions
$9,510
Change in Net Assets
$3,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,945
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$26,075
Total Revenue per Audited Statements
$48,020
Total Revenue per Form 990
$21,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$4,470-$4,470
Fees for Service Investment Mgmnt Fees$3,470--$3,470
Office Expenses$541--$541
All Other Expenses$82$150-$232
Other Expenses$179$195-$179
Total Functional Expenses$12,672$5,380$0$18,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$44,127
Expenses Not Reported on Form 990$26,075
Expenses per Audited Statements$18,052
Total Expenses per Form 990$18,052
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,349
Fundraising Direct Expenses$26,075
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet$37,349$37,349$26,075$11,274
Total Events$37,349$37,349$26,075$11,274
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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 A, Line 2

“The secretary and the treasurer are husband and wife”

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

“The board reviews the form 990 before it is filed.”

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

“Officers and members are required to disclose potential conflicts of interest at annual board of directors meeting.”

Form 990, Part VI, Section C, Line 19

“Organization provides copies of governing documents and filings to the public upon request.”

Filing and Contact Details

Filer

Filer Name
R Madison Mitchell Endowment Trust Inc
EIN
52-2056428
Phone
4107346238
Address
PO BOX 796, HAVRE DE GRACE, MD 21078

Signing Officer

Name
Patrick S Vincenti
Title
Treasurer
Phone
4107346238
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick S Vincenti
Formed
1997
Legal Domicile
Md
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Weyrich Cronin & Sorra Chartered
Address
139 NORTH MAIN STREET, BEL AIR, MD 21014
Preparer
Rayma Mc Roberts CPA
Phone
4108792237
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“EVENT EXPENSES 26,075.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“EVENT EXPENSES 26,075.”

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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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IRS990ScheduleA/InvestmentIncomePYPct00.13890
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81700
IRS990ScheduleA/PublicSupportPY509Pct00.86110
IRS990ScheduleA/PublicSupportTotal509Amt0237196
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047986
IRS990ScheduleA/Total509Grp/TotalAmt0237196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054905
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290312
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt026075
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt018052
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0133210
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1125231
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0JANNEY INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1MERRILL LYNCH INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/OtherExpensesIncludedAmt026075
IRS990ScheduleD/OtherRevenueAmt026075
IRS990ScheduleD/RevenueNotReportedAmt026075
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt021945
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EVENT EXPENSES 26,075.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EVENT EXPENSES 26,075.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0258441
IRS990ScheduleD/TotalExpensesPerForm990Amt018052
IRS990ScheduleD/TotalRevenuePerForm990Amt021945
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt048020
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt044127
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026075
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037349
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011274
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026075
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY AND THE TREASURER ARE HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AT ANNUAL BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION PROVIDES COPIES OF GOVERNING DOCUMENTS AND FILINGS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0349630
IRS990/TotalAssetsEOYAmt0353523
IRS990/TotalAssetsGrp/BOYAmt0349630
IRS990/TotalAssetsGrp/EOYAmt0353523
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09510
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012672
IRS990/TotalFunctionalExpensesGrp/TotalAmt018052
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0349630
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0353523
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012672
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012435
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021945
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0349630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0353523
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0303 WEST LANE
IRS990/USAddress/CityNm0CHURCHVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021028
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.RMADISONMITCHELL.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK S VINCENTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04107346238
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R MADISON MITCHELL ENDOWMENT TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0RMAD
ReturnHeader/Filer/EIN0522056428
ReturnHeader/Filer/PhoneNum04107346238
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 796
ReturnHeader/Filer/USAddress/CityNm0HAVRE DE GRACE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021078
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DAE89B80EDFD80D45DC926C9FBE1B050482425C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.21.133.252
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,523
Liabilities
$0
Net assets
$353,523
Revenue
$21,945
Expenses
$18,052
Net income
$3,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.01$0.00$0.40$0.28$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.89$3.89$0.16$0.65$0.49
2021Detailed filing. Detailed filing data is available for this year.$4.39$4.39$0.58$0.13$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.21$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.71$0.28$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.34$0.61$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.40$0.21$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.22$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.28$0.13$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.35$0.15$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.32$0.17$0.15
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.25$0.21$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.00$2.82$1.06$0.87$0.19