Civic Intelligence

The Middleton Foundation

990PF • Fiscal year 2021 • EIN 94-3117882

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
1300 South El Camino Real Ste 203San Mateo, CA 94402

(650) 401-2000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

93rd percentile

77%

Higher net margin than 93% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

54th percentile

10%

Faster asset growth than 54% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

245%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$12,459,916

Up $1,134,460 (+10%) from 2020

Net Assets

Up

$12,433,030

Up $1,133,984 (+10%) from 2020

Liabilities

Up

$26,886

Up $476 (+1.8%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$3,200,134

Up $2,272,578 (+245%) from 2020

Expenses

Down

$747,550

Down $40,994 (-5.2%) from 2020

Net Income

Up

$2,452,584

Up $2,313,572 (+1664%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2021

Assets$12,459,916
Liabilities$26,886
Net Assets$12,433,030
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

2021

Revenue$3,200,134
Expenses$747,550
Net Income$2,452,584
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED A MIDDLETONPresident &-$0--
BETTY BLOXHAMSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSILICON VALLEY COMMUNITY FOUNDATIONCHARITY501(C)(3)MOUNTAIN VIEW, CA, US$500,000
Paid GrantUNITED STATES OLYMPIC COMMITTEECHARITY501(C)(3)ALBERTA LEA, MN, US$75,000
Paid GrantVIEWPOINT SCHOOLCHARITY501(C)(3)CALABASAS, CA, US$10,000
Paid GrantCHEMICAL HERITAGE FOUNDATIONCHARITY501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantHARWARD UNIVERSITY GIFTCHARITY501(C)(3)CAMBRIDGE, MA, US$5,000
Paid GrantCOALITION TO SALUTE AMERCHARITY501(C)(3)WILTON, CT, US$2,000
Paid GrantTHE LEAKEY FOUNDATIONCHARITY501(C)(3)SAN FRANCISCO, CA, US$2,000
Paid GrantHILLSBOROUGH SCH FNDCHARITY501(C)(3)HILLSBOROUGH, CA, US$1,500
Paid GrantAMERICAN SCHOOL IN LONDONCHARITY501(C)(3)LONDON, UK$1,000
Paid GrantCA HIGHWAY PATROL 11-99CHARITY501(C)(3)SACRAMENTO, CA, US$1,000
Paid GrantCALIFORNIA STATE PARKS FNDCHARITY501(C)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantBIG TREE BOATINGCHARITY501(C)(3)ISLESBORO, ME, US$1,000
Paid GrantCOMMONWEALTH CLUB OF CACHARITY501(C)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantDAMON RUNYON CANCER RESEARCH FNDCHARITY501(C)(3)NEW YORK, NY, US$1,000
Paid GrantTHE HERITAGE FOUNDATIONCHARITY501(C)(3)WASHINGTON, DC, US$1,000
Paid GrantHILLSBOROUGH BEAUTIFICATION FNDCHARITY501(C)(3)HILLSBOROUGH, CA, US$1,000
Paid GrantHILLS CONCOURS D'ELEGANCECHARITY501(C)(3)HILLSBOROUGH, CA, US$1,000
Paid GrantLEAGUE TO SVE TAHOECHARITY501(C)(3)SOUTH LAKE TAHOE, CA, US$1,000
Paid GrantOCEAN CONSERVANCYCHARITY501(C)(3)SANTA CRUZ, CA, US$1,000
Paid GrantPHILANTHROPY ROUNDTABLECHARITY501(C)(3)WASHINGTON, DC, US$1,000
Paid GrantPOLLINATOR PARTNERSHIPCHARITY501(C)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantSAN MATEO PUBLIC LIBRARYCHARITY501(C)(3)SAN MATEO, CA, US$1,000
Paid GrantSTANFORD (HOOVER INSTITUTION)CHARITY501(C)(3)STANFORD, CA, US$1,000
Paid GrantRANCHO SANTA FE HISTORICAL SOCIETYCHARITY501(C)(3)RANCHO SANTA FE, CA, US$500
Paid GrantSG KOMEN FOR THE CURECHARITY501(C)(3)DALLAS, TX, US$250
Paid GrantNATIONAL LAW ENFORCEMENT OFFICERS MCHARITY501(C)(3)WASHINGTON, DC, US$200
Paid GrantRANCHO SANTE FE ROTARYCHARITY501(C)(3)SOLANA BEACH, CA, US$70
Filing and Contact Details

Filer

Filer Name
The Middleton Foundation
EIN
94-3117882
Phone
6504012000
Address
1300 SOUTH EL CAMINO REAL STE 203, SAN MATEO, CA 94402

Signing Officer

Name
Fred a Middleton
Title
President & CEO
Phone
6504012000
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Diawara & Associates Cpas
Address
1900 S NORFOLK STREET SUITE 350, SAN MATEO, CA 94403
Preparer
Karifa Diawara
Phone
6503201782
Raw XML AppendixShowing 400 of 670 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14501(C)(3)

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,459,916
Liabilities
$26,886
Net assets
$12,433,030
Revenue
$3,200,134
Expenses
$747,550
Net income
$2,452,584
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