Middle Road Foundation

Middle Road Foundation shows inconsistent revenue and operational deficits in recent years, maintaining substantial assets with no reported officer compensation.

EIN: 133202345 · New York, NY · Updated: 2026-03-28

$3.4MRevenue
$13.2MAssets
70/100Mission Score (Good)
Middle Road Foundation Financial Summary
MetricValue
Total Revenue$3.4M
Total Expenses$1.0M
Program Spending80%
CEO/Top Officer Pay$11
Net Assets$11.6M
Transparency Score70/100

Is Middle Road Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Middle Road Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Middle Road Foundation

Middle Road Foundation (EIN: 133202345) is a nonprofit organization based in New York, NY. The organization reported total revenue of $3.4M and total assets of $13.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Middle Road Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

42Years Operating
Mid-SizeSize Classification
11Years of Filings
MixedRevenue Trajectory

Middle Road Foundation is a mid-size nonprofit that has been operating for 42 years, with 11 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$754K
Total Expenses$1.0M
Surplus / Deficit$-250,280
Total Assets$11.7M
Total Liabilities$104K
Net Assets$11.6M
Operating Margin-33.2%
Debt-to-Asset Ratio0.9%
Months of Reserves140.0 months

Financial Health Grade: B

In 2023, Middle Road Foundation reported a deficit of $250K with expenses exceeding revenue, holds 140.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.9% (very low leverage).

Financial Trends

Over 11 years of filings (2011–2023), Middle Road Foundation's revenue has declined at a compound annual growth rate (CAGR) of -4.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023+175.2%-6.2%-1.9%
2022+0.3%+10.3%-6.1%
2021-90.3%-18.9%-5.2%
2021+10.4%+5.3%+14.3%
2020+155.0%-32.8%+14.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1984

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Middle Road Foundation exhibits inconsistent financial performance over its filing history, with significant fluctuations in both revenue and expenses. For instance, revenue dropped from $6,193,169 in 2012 to $599,361 in 2014, then surged to $2,812,375 in 2021 before declining again to $754,044 in 2023. Despite these revenue swings, annual expenses have remained relatively stable, typically ranging between $900,000 and $1,700,000. The organization consistently reports 0% officer compensation across all available filings, which is a positive indicator for resource allocation directly to mission-related activities. However, the consistent reporting of 0% officer compensation, especially for an organization with assets exceeding $11 million, warrants further investigation to understand how leadership is compensated, if at all, or if this indicates a fully volunteer-led executive team. The foundation's assets have remained robust, generally above $10 million, suggesting a strong financial base despite operational deficits in several recent years (e.g., 2023, 2022, 2021, 2019, 2014).

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Middle Road Foundation with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Middle Road Foundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$754KTotal Revenue
$1.0MTotal Expenses
$11.7MTotal Assets
$104KTotal Liabilities
$11.6MNet Assets
  • The organization reported a deficit of $250K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.9%.

Executive Compensation Analysis

The Middle Road Foundation consistently reports 0% officer compensation across all available filings. For an organization with assets exceeding $11 million, this is unusual and suggests either a fully volunteer executive team or that compensation is reported under different categories, which could impact transparency.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Middle Road Foundation's IRS 990 filings:

  • Inconsistent revenue streams and significant year-over-year fluctuations.
  • Consistent operational deficits in recent years (e.g., 2023, 2022, 2021, 2019) where expenses exceeded revenue.
  • Reporting 0% officer compensation for an organization with over $11 million in assets, which may obscure actual leadership costs or compensation structures.

Strengths

The following positive indicators were identified for Middle Road Foundation:

  • Strong asset base, consistently above $10 million, providing financial stability.
  • Relatively stable expense levels, indicating consistent operational scale despite revenue volatility.
  • No reported officer compensation, suggesting a high proportion of funds could be directed to programs if leadership is truly unpaid.

Frequently Asked Questions about Middle Road Foundation

Is Middle Road Foundation a legitimate charity?

Middle Road Foundation (EIN: 133202345) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 70/100. It has 11 years of IRS 990 filings on record. Total revenue: $3.4M. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Middle Road Foundation spend its money?

Middle Road Foundation directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Middle Road Foundation tax-deductible?

Middle Road Foundation is registered as a tax-exempt nonprofit (EIN: 133202345). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Middle Road Foundation CEO make?

Middle Road Foundation's highest-compensated officer earns $11 annually. The organization reported $3.4M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Middle Road Foundation's spending goes to programs?

Middle Road Foundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Middle Road Foundation located?

Middle Road Foundation is headquartered in New York, New York and files with the IRS under EIN 133202345.

How many years of IRS 990 filings does Middle Road Foundation have?

Middle Road Foundation has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.4M in total revenue.

Why is officer compensation consistently reported as 0%?

The consistent reporting of 0% officer compensation for an organization with significant assets ($13,212,627 latest) is unusual and could indicate a fully volunteer-led executive team, or that executive compensation is categorized differently within the financial statements, which would require further clarification for full transparency.

What caused the significant fluctuations in annual revenue?

Revenue has varied dramatically, from a high of $6,193,169 in 2012 to a low of $273,222 in 2021. Understanding the sources of these revenues (e.g., grants, investments, donations) and the reasons for their volatility is crucial for assessing financial stability.

How does the organization cover its operational deficits in recent years?

In several recent periods (e.g., 2023, 2022, 2021, 2019), expenses exceeded revenue. Given the substantial asset base, it's likely these deficits are covered by drawing from reserves or investment income, but the sustainability of this approach warrants examination.

Filing History

IRS 990 filing history for Middle Road Foundation showing financial trends over 11 years of public records:

Over 11 years of IRS 990 filings (2011–2023), Middle Road Foundation's revenue has declined by 40%, moving from $1.3M to $754K. Total assets increased by 39.4% over the same period, from $8.4M to $11.7M. Total functional expenses rose by 170.2%, from $372K to $1.0M. In its most recent filing year (2023), Middle Road Foundation reported a deficit of $250K, with expenses exceeding revenue. The organization holds $104K in liabilities against $11.7M in assets (debt-to-asset ratio: 0.9%), resulting in net assets of $11.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $754K $1.0M $11.7M $104K View 990
2022 $274K $1.1M $11.9M $75K View 990
2021 $273K $971K $12.7M $60K View 990
2021 $2.8M $1.2M $13.4M $59K View 990
2020 $2.5M $1.1M $11.7M $0 View 990
2019 $999K $1.7M $10.3M $0 View 990
2015 $1.8M $1.1M $14.7M $0 View 990
2014 $599K $922K $14.9M $0 View 990
2013 $2.1M $1.2M $14.6M $0 View 990
2012 $6.2M $608K $14.1M $0 View 990
2011 $1.3M $372K $8.4M $2K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $754K, expenses of $1.0M, and assets of $11.7M (revenue +175.2% year-over-year).
  • 2022: Revenue of $274K, expenses of $1.1M, and assets of $11.9M (revenue +0.3% year-over-year).
  • 2021: Revenue of $273K, expenses of $971K, and assets of $12.7M (revenue -90.3% year-over-year).
  • 2021: Revenue of $2.8M, expenses of $1.2M, and assets of $13.4M (revenue +10.4% year-over-year).
  • 2020: Revenue of $2.5M, expenses of $1.1M, and assets of $11.7M (revenue +155.0% year-over-year).
  • 2019: Revenue of $999K, expenses of $1.7M, and assets of $10.3M (revenue -43.1% year-over-year).
  • 2015: Revenue of $1.8M, expenses of $1.1M, and assets of $14.7M (revenue +193.3% year-over-year).
  • 2014: Revenue of $599K, expenses of $922K, and assets of $14.9M (revenue -71.8% year-over-year).
  • 2013: Revenue of $2.1M, expenses of $1.2M, and assets of $14.6M (revenue -65.6% year-over-year).
  • 2012: Revenue of $6.2M, expenses of $608K, and assets of $14.1M (revenue +392.8% year-over-year).
  • 2011: Revenue of $1.3M, expenses of $372K, and assets of $8.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Middle Road Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Middle Road Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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