COMMUNITY FOUNDATION OF MIDDLESEX COUNTY INC Charity Report

Public IRS 990 nonprofit record

COMMUNITY FOUNDATION OF MIDDLESEX COUNTY INC

EIN 06-1477711 · Community Foundations (T31)

What they do

to ASSIST and PROMOTE THE WELL BEING of THE INHABITANTS of MIDDLESEX COUNTY and ITS VICINITY BY, AMONG OTHER ACTIVITIES, ENGAGING IN CHARITABLE ACTIVITIES and EXTENDING FINANCIAL AID THROUGH GRANTS, CONTRIBUTIONS, or OTHER AID or ASSISTANCE. OUR BACKGROUND and WORK: THE COMMUNITY FOUNDATION IDEA is SIMPLE ONE: ANYONE CAN BE A PHILANTHROPIST; ANYONE MAY USE IT to GIVE BACK to THE COMMUNITY. THE COMMUNITY FOUNDATION of MIDDLESEX COUNTY REPRESENTS LOCAL PEOPLE, GIVING LOCALLY to MAKE AN IMPACT ON THE LIVES of OTHERS - NOT JUST for TODAY, BUT FOREVER. THE COMMUNITY FOUNDATION of MIDDLESEX COUNTY is UNIQUE. IT BEGAN AS A GRASS ROOTS EFFORT WITH MULTIPLE DONATIONS FROM COUNTLESS CARING DONORS. THAT TRADITION CONTINUES TODAY AS FRIENDS, NEIGHBORS, BUSINESSES, and ORGANIZATIONS CONTINUE to WORK TOGETHER, POOLING THEIR GIFTS, to MAKE A POSITIVE IMPACT IN OUR COMMUNITY THROUGH THE COMMUNITY FOUNDATION. SINCE 1997, GENEROUS INDIVIDUALS, COMPANIES, INSTITUTIONS, ORGANIZATIONS, and BUSINESSES HAVE

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

43.35%of revenue went to mission work78.8% of expenses · Program services

4.18%of revenue went to fundraising7.6% of expenses

$64.77spent for every $100 of revenueRevenue covered expenses this year.

7.48%of revenue went to management and office costs13.6% of expenses

$15.26in assets for every $1 spent this yearSome assets cannot be spent right away.

92.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $178,764 for CYNTHIA CLEGG (PRESIDENT &). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,509,304

Mission workProgram services$2,388,19343.35% of revenue78.8% of expenses

ManagementOffice and general costs$412,2697.48% of revenue13.6% of expenses

FundraisingAsking for donations$230,3254.18% of revenue7.6% of expenses

Revenue left after expensesReported annual surplus$2,478,51744.99% of revenueShown in gray on the chart

Total expenses$3,030,78755.01% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.8% mission · 13.6% management · 7.6% fundraisingTotal expenses: 55.01% of revenue

2023Expense mix: 79.0% mission · 13.6% management · 7.4% fundraisingTotal expenses: 83.27% of revenue

2022Expense mix: 80.1% mission · 13.3% management · 6.6% fundraisingTotal expenses: 70.89% of revenue

2021Expense mix: 72.3% mission · 15.1% management · 12.6% fundraisingTotal expenses: 43.99% of revenue

2020Expense mix: 68.9% mission · 14.9% management · 16.2% fundraisingTotal expenses: 65.14% of revenue

2019Expense mix: 67.9% mission · 18.1% management · 14.0% fundraisingTotal expenses: 65.59% of revenue

2018Expense mix: 64.0% mission · 18.8% management · 17.2% fundraisingTotal expenses: 13.45% of revenue

2017Expense mix: 62.8% mission · 18.5% management · 18.7% fundraisingTotal expenses: 17.16% of revenue

Money in and money out

Revenue$4,679,373

Expenses$3,030,787

Annual surplus $1,648,586 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,388,193 · 78.8% of expenses

Management and office costs$412,269 · 13.6% of expenses

Fundraising$230,325 · 7.6% of expenses

See all reported dollar amounts

Revenue$4,679,373

Expenses$3,030,787

Assets$46,249,815

Income$9,870,466

Contributions$4,309,175

Mission work (program services)$2,388,193

Fundraising$230,325

Grants given$5,604,779

Average grant$23,256

Management and general$412,269

Executive compensation (total)$148,284

Stocks and bonds$38,872,819

Accounting fees$21,580

Investing fees$80,058

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CYNTHIA CLEGGPRESIDENT & · 40 hrs/week $178,764

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

CYNTHIA CLEGGPRESIDENT &

LAWRENCE MCHUGHDIRECTOR

TODD POZEFSKYDIRECTOR

TIMOTHY P GEELANTREASURER

THOMAS GEZOSECRETARY

THERESA SISTAREVICE CHAIR

SUSAN MARTINDIRECTOR

SCOTT NARDOZZIDIRECTOR

SCOTT BROWNDIRECTOR

RUTH M ROSSIDIRECTOR

PAMELA STEELEDIRECTOR

MEGHAN E TURCHETTIDIRECTOR

MAURICIO SALGARDIRECTOR

MAUREEN WESTBROOKDIRECTOR

ANDRE MCMILLIANDIRECTOR

LAURA COLEBANKDIRECTOR

KATE WOLTERDIRECTOR

JUDITH SCHOONMAKERDIRECTOR

JESSICA GRIFFIN SCHEFFDIRECTOR

GARY WALLACEVICE CHAIR

DEBORAH MOOREDIRECTOR

DAVID GLIDDENDIRECTOR

CLINTON D REIDCHAIR

BRETT DIRECTORDIRECTOR

ANDREW Y TANAKADIRECTOR

About this charity

Recognized since: January 1997
Location: 49 MAIN ST, MIDDLETOWN, CT 06457-3408
County: Middlesex
In care of: % PATTI ANNE VASSIA
Primary officer: CYNTHIA CLEGG, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@middlesexcountycf.org Phone(860) 347-0025

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: MAHONEY SABOL & COMPANY LLP
NTEE classification: Community Foundations (T31)
IRS tax category: Community Foundations
Grant-giving organization: Yes