Middletown Moving Forward: Nonprofit Profile, Financials & Form 990 (EIN 45-4029753)

Is it real?

Yes. Exemption reinstated (2010-05-15). Per the IRS revocation list. Latest filing we have: FY2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

27 cents of each dollar spent went to programs.

27%

Program services 27% · $24K Management & general 9% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $30K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation

Calista Smith

Executive Director

$30,000Pt VII · Sec A

James B Kleingers

Treasurer

$0Pt VII · Sec A

Rick Pearce

Board Trustee

$0Pt VII · Sec A

Greg Martin

Board Vice-President

$0Pt VII · Sec A

Matt Eisenbraun

Board Trustee

$0Pt VII · Sec A

Mike Stautberg

Board Trustee

$0Pt VII · Sec A

Shelby Quinlivan

Board Trustee

$0Pt VII · Sec A

Dan Nix

Board Trustee

$0Pt VII · Sec A

See Middletown Moving Forward executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes economic growth in Middletown through industrial, civil, commercial, distribution, and research development.

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3 programs · $24K · in their own filed words · FY2020

01

Provide assistance for commercial redevelopment of Torchlight Pass building

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-4029753) · Dispute this line

$19Kprogram expense

02

Redevelopment of the downtown Goetz Tower for commercial and residential purposes

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-4029753) · Dispute this line

$4Kprogram expense

03

Improvements to Hook Drive

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-4029753) · Dispute this line

$1Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$36K

Ln 12

Fees for servicesLn 2g$29K

Investment incomeLn 3$5K

Gifts and grantsLn 1h$2K

Money outPt IX

$89K

Ln 25

Programscol B$24K

Managementcol C$8K

Owns and owesPt X

$799K

net assets · Ln 32

Cash and savingsLn 1–2$799K

Total assetsLn 16$799K

LiabilitiesLn 26$0

PeoplePt VI, VII

17

listed · VII A

PaidVII A1

Voting boardVI 1a15

IndependentVI 1b15

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2K

Government grantsLn 1e$0

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Fees for servicesLn 2g$29K

Investment incomeLn 3$5K

Total revenueLn 12$36K

Assets in detailPt X, end of year

CashLn 1$799K

Cash and savings togetherLn 1–2$799K

Total assetsLn 16$799K

LiabilitiesLn 26$0

Net assetsLn 32$799K

OperationsPt I, VI

EmployeesI 50

VolunteersI 617

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$852K	$799K
InvestmentsLn 11–13	$0	$0
Land, buildings, equipmentLn 10c	$0	$0
Total assetsLn 16	$852K	$799K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$852K	$799K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Management feesLn 11a	$30K	$24K	$6K	$0
Legal feesLn 11b	$0	$0	$0	$0
Accounting feesLn 11c	$2K	$0	$2K	$0
Lobbying feesLn 11d	$0	$0	$0	$0
Professional fundraising feesLn 11e	$0			$0
Investment management feesLn 11f	$0	$0	$0	$0
Other fees for servicesLn 11g	$0	$0	$0	$0
Other expenses (24a–d)Ln 24	$57K	$0	$0	$0
All other expensesLn 24e	$41	$0	$0	$0
Total functional expensesLn 25	$89K	$24K	$8K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2020 Latest ViewingFiled with the IRS Apr 15, 2021	$36K	$89K	−$53K	$799K	990 PDF

Schedules filed Part IV

I · Grants O · Explanations

See the full FY2020 990

Part I · Summary $35,841 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $59,250$2,500

I-9 Program service revenuePrior year $204,866$28,758

I-10 Investment incomePrior year $10,634$4,583

I-11 Other revenuePrior year $185$0

I-12 Total revenuePrior year $274,935$35,841

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $103,613$88,520

I-18 Total expensesPrior year $103,613$88,520

I-19 Revenue less expensesPrior year $171,322−$52,679

Part VI · Governance 15 of 15 board members independent, 1 to look at

VI-1a Voting members of the governing body15

VI-1b Independent voting members15

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $35,841 across 14 lines filed

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$0

VIII-1f All other contributions, gifts and grants$2,500

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$2,500

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $28,758 · Unrelated business $0 · Excluded from tax $0$28,758

VIII-3 Investment incomeRelated to mission $4,583 · Unrelated business $0 · Excluded from tax $0$4,583

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $33,341 · Unrelated business $0 · Excluded from tax $0$35,841

Part IX · Statement of functional expenses $88,520 across 9 lines filed

IX-11a Management feesPrograms $24,000 · Management $6,000 · Fundraising $0$30,000

IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11c Accounting feesPrograms $0 · Management $1,591 · Fundraising $0$1,591

IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11e Professional fundraising feesFundraising $0$0

IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0

IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$56,888

IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$41

IX-25 Total functional expensesPrograms $24,000 · Management $7,591 · Fundraising $0$88,520

Part X · Balance sheet $799,383 assets, 30 lines filed

X-1 Cash, non-interest-bearingStart of year $852,062$799,383

X-2 Savings and temporary cash investmentsStart of year $0$0

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-5 Loans to officers and key peopleStart of year $0$0

X-6 Loans to other insidersStart of year $0$0

X-7 Notes and loans receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $0$0

X-10c Land, buildings and equipment, netStart of year $0$0

X-11 Publicly traded securitiesStart of year $0$0

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $852,062$799,383

X-17 Accounts payable and accrued expensesStart of year $0$0

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-21 Escrow or custodial accountsStart of year $0$0

X-22 Loans from officers and insidersStart of year $0$0

X-23 Secured mortgages and notes payableStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-25 Other liabilitiesStart of year $0$0

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $852,062$799,383

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $852,062$799,383

X-33 Total liabilities and net assetsStart of year $852,062$799,383

Part XI · Reconciliation of net assets $799,383 net assets at year end

XI-1 Total revenue$35,841

XI-2 Total expenses$88,520

XI-3 Revenue less expenses−$52,679

XI-4 Net assets at start of year$852,062

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$799,383

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Middletown Moving Forward

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Middletown Moving Forward

By the numbers

Filing history

Schedules filed Part IV