Civic Intelligence

The Middleton Foundation

990PF • Fiscal year 2013 • EIN 94-3117882

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 02, 2014

400 South El Camino RealRoom/Suite 120094402

(650) 401-2000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.06x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

24th percentile

$2,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

15th percentile

-4.5%

Faster asset growth than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Assets

Down

$10,379,769

Down $491,002 (-4.5%) from 2012

Net Assets

$10,326,255

No earlier filing loaded for comparison.

Liabilities

Down

$53,514

Down $255,572 (-83%) from 2012

Revenue

Down

$835,611

Down $1,597,109 (-66%) from 2012

Expenses

Down

$638,672

Down $20,028 (-3.0%) from 2012

Net Income

Down

$196,939

Down $1,577,081 (-89%) from 2012

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $8,400,422Liabilities 2010: $0Net Assets 2010: $8,400,4222010Assets 2011: $9,939,685Liabilities 2011: $112,020Net Assets 2011: $9,827,6652011Assets 2012: $10,870,771Liabilities 2012: $309,0862012Assets 2013: $10,379,769Liabilities 2013: $53,514Net Assets 2013: $10,326,2552013Assets 2014: $10,780,939Liabilities 2014: $125,500Net Assets 2014: $10,655,4392014Assets 2015: $10,929,138Liabilities 2015: $114,867Net Assets 2015: $10,814,2712015Assets 2016: $10,624,027Liabilities 2016: $67,750Net Assets 2016: $10,556,2772016Assets 2017: $10,721,452Liabilities 2017: $20,000Net Assets 2017: $10,701,4522017Assets 2018: $11,271,108Liabilities 2018: $29,675Net Assets 2018: $11,241,4332018Assets 2019: $11,346,279Liabilities 2019: $38,128Net Assets 2019: $11,308,1512019Assets 2020: $11,325,456Liabilities 2020: $26,410Net Assets 2020: $11,299,0462020Assets 2021: $12,459,916Liabilities 2021: $26,886Net Assets 2021: $12,433,0302021Assets 2022: $13,233,900Liabilities 2022: $77,965Net Assets 2022: $13,155,9352022Assets 2023: $13,724,800Liabilities 2023: $155,200Net Assets 2023: $13,569,6002023Assets 2024: $14,082,751Liabilities 2024: $169,700Net Assets 2024: $13,913,0512024

Highlighted filing

2013

Assets$10,379,769
Liabilities$53,514
Net Assets$10,326,255

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $586,1972010Expenses 2011: $634,6892011Revenue 2012: $2,432,720Expenses 2012: $658,700Net Income 2012: $1,774,0202012Revenue 2013: $835,611Expenses 2013: $638,672Net Income 2013: $196,9392013Revenue 2014: $903,546Expenses 2014: $574,362Net Income 2014: $329,1842014Revenue 2015: $1,176,123Expenses 2015: $1,017,291Net Income 2015: $158,8322015Revenue 2016: $1,009,794Expenses 2016: $1,043,226Net Income 2016: -$33,4322016Revenue 2017: $1,453,991Expenses 2017: $851,796Net Income 2017: $602,1952017Revenue 2018: $1,565,758Expenses 2018: $739,827Net Income 2018: $825,9312018Revenue 2019: $934,177Expenses 2019: $793,859Net Income 2019: $140,3182019Revenue 2020: $927,556Expenses 2020: $788,544Net Income 2020: $139,0122020Revenue 2021: $3,200,134Expenses 2021: $747,550Net Income 2021: $2,452,5842021Revenue 2022: $2,219,783Expenses 2022: $829,981Net Income 2022: $1,389,8022022Revenue 2023: $595,752Expenses 2023: $937,037Net Income 2023: -$341,2852023Revenue 2024: $1,221,863Expenses 2024: $933,618Net Income 2024: $288,2452024

Highlighted filing

2013

Revenue$835,611
Expenses$638,672
Net Income$196,939
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 2, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDARAE POLAHASecretaryPT$2,000-$2,000
FRED A MIDDLETONCEOPT$0--
CAROLE MIDDLETONCFOPT$0--
Filing and Contact Details

Filer

EIN
94-3117882
Phone
6504012000

Signing Officer

Name
Fred a Middleton
Title
CEO
Phone
6504012000
Signed
2014-10-02
Discuss with paid preparer
Yes

Preparer

Preparer
Karifa Diawara
Phone
6505211620
Raw XML AppendixShowing 400 of 822 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt022000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt010000
CompensationExplanation/CompensationExplanationGrp/PersonNm0FRED A MIDDLETON
CompensationExplanation/CompensationExplanationGrp/PersonNm1CAROLE MIDDLETON
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDARAE POLAHA
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine10MERRILL LYNCH
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0535276
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0196939
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02713907
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017486
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0335363
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0753408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01997
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt067898
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-52514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-52514
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0170
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04305
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020160
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0835611
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ML - ALL ACCOUNTS (LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ML - ALL ACCOUNTS (SHORT TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ML - LPS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0432369
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0639906
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015068
IRS990PF/DistributableAmountGrp/TotalTaxAmt015068
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt024086
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039165
IRS990PF/FMVAssetsEOYAmt013487769
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11545 EL CERRITO AVENUE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0732930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0506205
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10ALL STARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11AMERICAN FEDERATION OF PCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12AMERICAN SCHOOL IN LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13CALIFORNIA STATE PARKS FN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14CAMPHILL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15CHP 11-99 FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16COALITION TO SALUTE AMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17COMMONWEALTH CLUB OF CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18DAMON RUNYON CANCER RESEARCH FND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19DELTA GAMMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110HARWARD UNIVERSITY GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine111HILLS AUX FAMILY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine112HILLS SCHOOLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine113HILLSBOROUGH CONCOURS D'ELEGANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine114JAMES STOREHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine115JDRF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine116KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine117LEAGUE TO SVE TAHOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine118LIFE SCIENCES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine119LOYOLA MARYMOUNT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine120LYMELIGHT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine121MILLS PENINSULA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine122MUTTVILLE DOG RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine123NATIONAL LAW ENFORCEMENT OFFICERS M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine124NETWORK FOR GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine125OPPORTUNITY INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine126ORPHAN COMPASSION AUX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine127PENINSULA LION'S CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine128PHILANTHROPY ROUNDTABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine129POLLINATOR PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine130PROTECT OUR DEFENDERS FND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine131REAGAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine132RUSTIN GROUP THEATRE COM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine133SEMESTER AT SEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine134SEAMESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine135SIGMA CHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine136SAN MATEO PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine137SF BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine138HOOVER INSTITUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine139THE HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine140THE LEAKEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine141UNITED STATES OLYMPIC COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine20ALL STARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine21AMERICAN ASSOCIATION OF POLICE & CONCERNED CITIZE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine22AMERICAN SCHOOL IN LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine23CALIFORNIA STATE PARKS FND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine24CAMPHILL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine25CHP 11-99 FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine26COALITION TO SALUTE AMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine27COMMONWEALTH CLUB OF CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine28DAMON RUNYON CANCER RESEARCH FND

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.1$0.17$13.9$1.22$0.93$0.29
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.16$13.6$0.60$0.94$0.34
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.08$13.2$2.22$0.83$1.39
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.03$12.4$3.20$0.75$2.45
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.93$0.79$0.14
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.04$11.3$0.93$0.79$0.14
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.2$1.57$0.74$0.83
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.02$10.7$1.45$0.85$0.60
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.07$10.6$1.01$1.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.11$10.8$1.18$1.02$0.16
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.13$10.7$0.90$0.57$0.33
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.05$10.3$0.84$0.64$0.20
2012Summary only. Only limited summary data is available for this year.$10.9$0.31$2.43$0.66$1.77
2011Detailed filing. Detailed filing data is available for this year.$9.94$0.11$9.83$0.63
2010Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.59