Civic Intelligence

Middleton Place Foundation

990 • Fiscal year 2011 • EIN 57-0611604

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 14, 2011

Organization ProfileWWW.MIDDLETONPLACE.ORG

View Organization Page

4300 Ashley River Road29414
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$17,258,593

Up $236,687 (+1.4%) from 2010

Net Assets

Up

$17,175,080

Up $230,762 (+1.4%) from 2010

Liabilities

Up

$83,513

Up $5,925 (+7.6%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,033,619

Up $77,486 (+8.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$40M$30M$20M$10M$0Assets 2010: $17,021,906Liabilities 2010: $77,588Net Assets 2010: $16,944,3182010Assets 2011: $17,258,593Liabilities 2011: $83,513Net Assets 2011: $17,175,0802011Assets 2012: $17,725,516Liabilities 2012: $80,631Net Assets 2012: $17,644,8852012Assets 2013: $18,291,709Liabilities 2013: $100,510Net Assets 2013: $18,191,1992013Assets 2014: $19,919,114Liabilities 2014: $125,747Net Assets 2014: $19,793,3672014Assets 2015: $22,619,243Liabilities 2015: $919,370Net Assets 2015: $21,699,8732015Assets 2016: $23,171,039Liabilities 2016: $812,928Net Assets 2016: $22,358,1112016Assets 2017: $24,498,738Liabilities 2017: $780,589Net Assets 2017: $23,718,1492017Assets 2018: $25,815,569Liabilities 2018: $685,780Net Assets 2018: $25,129,7892018Assets 2019: $27,244,208Liabilities 2019: $594,242Net Assets 2019: $26,649,9662019Assets 2020: $27,733,809Liabilities 2020: $706,173Net Assets 2020: $27,027,6362020Assets 2021: $38,947,453Liabilities 2021: $3,154,093Net Assets 2021: $35,793,3602021Assets 2022: $37,050,119Liabilities 2022: $593,826Net Assets 2022: $36,456,2932022Assets 2023: $38,319,132Liabilities 2023: $385,601Net Assets 2023: $37,933,5312023Assets 2024: $39,871,584Liabilities 2024: $1,049,825Net Assets 2024: $38,821,7592024

Highlighted filing

2011

Assets$17,258,593
Liabilities$83,513
Net Assets$17,175,080
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0Expenses 2010: $956,1332010Expenses 2011: $1,033,6192011Expenses 2012: $1,096,1782012Expenses 2013: $1,057,3312013Revenue 2014: $2,434,954Expenses 2014: $1,009,373Net Income 2014: $1,425,5812014Revenue 2015: $3,205,519Expenses 2015: $1,632,446Net Income 2015: $1,573,0732015Revenue 2016: $2,442,468Expenses 2016: $1,687,534Net Income 2016: $754,9342016Revenue 2017: $2,652,888Expenses 2017: $1,694,687Net Income 2017: $958,2012017Revenue 2018: $2,865,559Expenses 2018: $1,761,639Net Income 2018: $1,103,9202018Revenue 2019: $3,294,655Expenses 2019: $1,823,001Net Income 2019: $1,471,6542019Revenue 2020: $2,683,861Expenses 2020: $1,812,588Net Income 2020: $871,2732020Revenue 2021: $9,851,787Expenses 2021: $1,564,600Net Income 2021: $8,287,1872021Revenue 2022: $3,222,058Expenses 2022: $1,411,250Net Income 2022: $1,810,8082022Revenue 2023: $2,931,771Expenses 2023: $2,078,237Net Income 2023: $853,5342023Revenue 2024: $2,804,765Expenses 2024: $1,770,667Net Income 2024: $1,034,0982024

Highlighted filing

2011

Revenue-
Expenses$1,033,619
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$2,528,064
Mission and Program Overview

Mission

To sustain the highest levels of preservation and interpretation for the collections and programs of the middleton place national historic landmark, its gardens, house, plantation stableyards and the edmondston-alston house museum.

Filing and Contact Details

Filer

EIN
57-0611604
Raw XML AppendixShowing 400 of 652 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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IRS990ScheduleD/CurrentYearMinus2Years/Contributions03400
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0358360
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0-155378
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue0163568
IRS990ScheduleD/Equipment/Depreciation0136040
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0299608
IRS990ScheduleD/ExpensesIncurredForEnforcement0100
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0CONSERVATION EASEMENTS ARE RECORDED AT ESTIMATED FAIR MARKET VALUE WHEN RECEIVED, PROVIDED THAT THE ORGANIZATION HAS A CLEARLY MEASURABLE AND OBJECTIVE BASIS FOR DETERMINING VALUE. IF VALUES ARE NOT REASONABLY DETERMINED, THE DONATIONS ARE NOT RECORDED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1COLLECTION ITEMS INCLUDE ANTIQUE FURNISHINGS, PAINTINGS, AND HISTORICAL DOCUMENTS. SUCH ITEMS ARE CARRIED AT COST, IF PURCHASED, OR AT FAIR MARKET VALUE AT DATE OF DONATION, IF CONTRIBUTED. DEPRECIATION IS NOT RECORDED FOR SUCH ITEMS. IT IS THE POLICY OF THE FOUNDATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2THE ORGANIZATIONS ENDOWMENTS INCLUDE THE FORT HILL FOUNDATION GIFT OF $100,000 TOWARD A CONSERVATION ENDOWMENT THAT IS SUBJECT TO THE FOLLOWING TERMS: A. THE PROPOSED CONSERVATION ENDOWMENT WOULD SPEND ANNUALLY AN AMOUNT NOT TO EXCEED THE REAL RATE OF RETURN FOR THE ON-GOING PRESERVATION NEEDS OF THE GARDENS AND BUILDINGS AT MIDDLETON PLACE. B. ONLY AFTER THE $100,000 ORIGINAL CORPUS OF THE CONSERVATION ENDOWMENT HAS BEEN MATCHED FOUR TO ONE, INCREASING THE ENDOWMENT TO $500,000, CAN THE PRINCIPAL BE INVADED BY A VOTE OF TWO-THIRDS OF THE TRUSTEES EMPOWERED TO VOTE, AND THEN ONLY FOR THE PURPOSE OF BORROWING FROM THE ENDOWMENT TO PAY FOR NECESSARY CONSERVATION MEASURES REQUIRED BY AN UNANTICIPATED EVENT SUCH AS A MAJOR HURRICANE. C. THE CONSERVATION ENDOWMENT OF THE MIDDLETON PLACE FOUNDATION WAS ESTABLISHED BY THIS GIFT IN THE LOVING MEMORY OF ANNA MATHESON WOOD. A PERMANENT RECORD OF THIS GIFT AND ITS MEMORIAL ASPECT HAS BEEN ESTABLISHED AS DEEMED APPROPRIATE BY THE TRUSTEES OF THE MIDDLETON PLACE FOUNDATION, AND THE FORMER TRUSTEES OF THE FORT HILL FOUNDATION HAVE BEEN SO INFORMED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3MIDDLETON PLACE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES FOR MIDDLETON PLACE FOUNDATION
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART II, LINE 9:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART III, LINE 1A:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference3PART X:
IRS990ScheduleD/HistoricLandArea0X
IRS990ScheduleD/InvestmentsProgramRelated/BookValue0692438

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,258,593
Liabilities
$83,513
Net assets
$17,175,080
Revenue
-
Expenses
$1,033,619
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$1.05$38.8$2.80$1.77$1.03
2023Summary only. Only limited summary data is available for this year.$38.3$0.39$37.9$2.93$2.08$0.85
2022Summary only. Only limited summary data is available for this year.$37.1$0.59$36.5$3.22$1.41$1.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.9$3.15$35.8$9.85$1.56$8.29
2020Summary only. Only limited summary data is available for this year.$27.7$0.71$27.0$2.68$1.81$0.87
2019Summary only. Only limited summary data is available for this year.$27.2$0.59$26.6$3.29$1.82$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.69$25.1$2.87$1.76$1.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.78$23.7$2.65$1.69$0.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.81$22.4$2.44$1.69$0.75
2015Detailed filing. Detailed filing data is available for this year.$22.6$0.92$21.7$3.21$1.63$1.57
2014Detailed filing. Detailed filing data is available for this year.$19.9$0.13$19.8$2.43$1.01$1.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.10$18.2$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.08$17.6$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.08$17.2$1.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.08$16.9$0.96