Civic Intelligence

Middleton Place Foundation

990 • Fiscal year 2010 • EIN 57-0611604

Jul 01, 2009 to Jun 30, 2010 • Filed on Jan 28, 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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2010 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets7th percentile

Assets

$17,021,906

No earlier filing loaded for comparison.

Net Assets

$16,944,318

No earlier filing loaded for comparison.

Liabilities

$77,588

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$956,133

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2010

Assets$17,021,906
Liabilities$77,588
Net Assets$16,944,318
Open 2010 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

2010

Revenue-
Expenses$956,133
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Jan 28, 2011
Return Version
2009v1.7
Gross Receipts
$2,088,775
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 607 raw XML fields

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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.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2THE ORGANIZATION HAS ADOPTED A POLICY OF ACCUMULATING THE ENDOWMENT'S INVESTMENT EARNINGS AND NOT APPROPRIATING ANY AMOUNTS FOR EXPENDITURE ON AN ANNUAL BASIS. IT IS THE ORGANIZATION'S POLICY TO ACCUMULATE THE INVESTMENT EARNINGS UNTIL THE FUNDS ARE NEEDED FOR CONSERVATION MEASURES THAT ARE A RESULT OF AN UNANTICIPATED EVENT SUCH AS A MAJOR HURRICANE. AT THAT TIME, THE ORGANIZATION WOULD APPROPRIATE FOR EXPENDITURE AN AMOUNT UP TO BUT NOT EXCEEDING THE REAL RATE OF RETURN ON THE ENDOWMENT INVESTMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part II, Line 9:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part III, Line 1a:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2Part V, Line 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Description of How Organization Reports Conservation Easements:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1Description of Intended Use of Endowment Funds:
IRS990ScheduleD/HistoricLandArea0X
IRS990ScheduleD/Land/BookValue0210000
IRS990ScheduleD/Land/OtherCostOrOtherBasis0210000
IRS990ScheduleD/LeaseholdImprovements/BookValue0380734
IRS990ScheduleD/LeaseholdImprovements/Depreciation0280610
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0661344
IRS990ScheduleD/NetUnrealizedGainsInvestments0189799
IRS990ScheduleD/NmbrStatesInWhichEasementsHeld01
IRS990ScheduleD/OtherLandBuildings/BookValue01730675
IRS990ScheduleD/OtherLandBuildings/Depreciation064507
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis01795182
IRS990ScheduleD/OtherSecurities/BookValue0683538
IRS990ScheduleD/OtherSecurities/BookValue19450000
IRS990ScheduleD/OtherSecurities/BookValue211500
IRS990ScheduleD/OtherSecurities/Description0COLLECTION ITEMS
IRS990ScheduleD/OtherSecurities/Description1MIDDLETON PLACE LANDMARK
IRS990ScheduleD/OtherSecurities/Description2MIDDLETON PLACE OPERATING
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2C
IRS990ScheduleD/PermanentEndowmentEOYBalance00.55500
IRS990ScheduleD/PreservationForPublicUse0X
IRS990ScheduleD/Sect170hRequirementsSatisfied01
IRS990ScheduleD/SolicitedAssetsForSale00
IRS990ScheduleD/StaffHoursSpentOnEnforcement080.00
IRS990ScheduleD/TermEndowmentEOYBalance00.44500
IRS990ScheduleD/TotalAcreage046.00
IRS990ScheduleD/TotalNumberOfEasements03
IRS990ScheduleD/TotalOfBookValueLandBuildings03190561
IRS990ScheduleD/TotalOfBookValueSecurities010145038
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0956133
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01328722
IRS990ScheduleD/WrittenPolicyMonitoring00
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,021,906
Liabilities
$77,588
Net assets
$16,944,318
Revenue
-
Expenses
$956,133
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