Milford Bank Foundation Inc

Milford Bank Foundation maintains stable assets with fluctuating revenue and no executive compensation.

EIN: 20600478 · Milford, CT · NTEE: T22 · Updated: 2026-03-28

$148KRevenue
$602KAssets
75/100Mission Score (Good)
T22
Milford Bank Foundation Inc Financial Summary
MetricValue
Total Revenue$148K
Total Expenses$48K
Program Spending80%
Net Assets$476K
Transparency Score75/100

Is Milford Bank Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

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

About Milford Bank Foundation Inc

Milford Bank Foundation Inc (EIN: 20600478) is a nonprofit organization based in Milford, CT, classified under NTEE code T22. The organization reported total revenue of $148K and total assets of $602K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Milford Bank Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

23Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Milford Bank Foundation Inc is a small nonprofit that has been operating for 23 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 29.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$51K
Total Expenses$48K
Surplus / Deficit+$3K
Total Assets$476K
Total Liabilities$1
Net Assets$476K
Operating Margin6.6%
Debt-to-Asset Ratio0.0%
Months of Reserves119.2 months

Financial Health Grade: A

In 2023, Milford Bank Foundation Inc reported a surplus of $3K with revenue exceeding expenses, holds 119.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Milford Bank Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 29.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023-49.3%-55.6%+7.1%
2022-32.6%+535.0%-5.8%
2021+491.7%+2.9%+39.3%
2020-4.9%-4.5%+2.7%
2019+1.0%+15.3%+13.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2003

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

AI Transparency Report

Milford Bank Foundation Inc demonstrates a generally stable financial position with consistent asset growth over the past decade, reaching $602,011 in the latest period. Revenue has fluctuated significantly, from a low of $2,222 in 2011 to a high of $150,211 in 2021, indicating reliance on variable funding sources. The organization consistently reports zero officer compensation, which is a positive indicator for donor confidence regarding executive pay. However, without detailed expense breakdowns beyond total expenses, it's challenging to fully assess spending efficiency across programs, administration, and fundraising. The consistent reporting of $1 in liabilities across all filings suggests a very low debt burden, contributing to financial stability. The foundation's financial health appears sound, with assets consistently exceeding liabilities by a substantial margin. The latest period shows revenue of $51,341 against expenses of $47,936, indicating a small surplus. While the overall trend in assets is positive, the variability in annual revenue and expenses, such as the $107,987 in expenses against $101,261 in revenue in 2022, suggests periods where expenses outpaced revenue. A more detailed breakdown of expenses would allow for a clearer understanding of how funds are allocated and the efficiency of their operations. Transparency is good regarding executive compensation, with no reported officer pay. However, the lack of detailed functional expense reporting in the provided summary makes it difficult to fully evaluate the proportion of funds directly supporting programmatic activities versus administrative or fundraising costs. To enhance transparency, the organization could provide more granular expense data, allowing stakeholders to better understand where their contributions are being utilized.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Milford Bank Foundation Inc with a Mission Score of 75 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, Milford Bank Foundation Inc 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:

$51KTotal Revenue
$48KTotal Expenses
$476KTotal Assets
$1Total Liabilities
$476KNet Assets
  • The organization reported a surplus of $3K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Milford Bank Foundation Inc consistently reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to its officers, which is highly favorable for donor perception and resource allocation.

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 Milford Bank Foundation Inc's IRS 990 filings:

  • Lack of detailed functional expense breakdown in provided data, making it hard to assess program efficiency.

Strengths

The following positive indicators were identified for Milford Bank Foundation Inc:

  • Consistent asset growth, from $240,730 in 2011 to $602,011 currently.
  • Zero officer compensation reported across all filings, indicating efficient use of funds for leadership.
  • Extremely low liabilities ($1 across all periods), demonstrating strong financial health and minimal debt.
  • Positive net income in the latest period ($51,341 revenue vs. $47,936 expenses).

Frequently Asked Questions about Milford Bank Foundation Inc

Is Milford Bank Foundation Inc a legitimate charity?

Milford Bank Foundation Inc (EIN: 20600478) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $148K. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does Milford Bank Foundation Inc spend its money?

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

Are donations to Milford Bank Foundation Inc tax-deductible?

Milford Bank Foundation Inc is registered as a tax-exempt nonprofit (EIN: 20600478). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Milford Bank Foundation Inc's spending goes to programs?

Milford Bank Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Milford Bank Foundation Inc compare to similar nonprofits?

With a transparency score of 75/100 (Good), Milford Bank Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Milford Bank Foundation Inc located?

Milford Bank Foundation Inc is headquartered in Milford, Connecticut and files with the IRS under EIN 20600478. It is classified under NTEE code T22.

How many years of IRS 990 filings does Milford Bank Foundation Inc have?

Milford Bank Foundation Inc has 10 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 $148K in total revenue.

Is Milford Bank Foundation Inc a good charity?

Based on the available data, Milford Bank Foundation Inc appears to be a financially stable organization with growing assets and no executive compensation. Its consistent asset growth and low liabilities are positive indicators. However, without a detailed breakdown of program, administrative, and fundraising expenses, it's difficult to fully assess its spending efficiency and the direct impact of its programs.

How has the organization's revenue trended over time?

The organization's revenue has been highly variable, ranging from a low of $2,222 in 2011 to a high of $150,211 in 2021. The latest reported revenue is $51,341, which is lower than some previous years but still contributes to a positive net asset position.

What is the organization's financial stability?

Milford Bank Foundation Inc demonstrates strong financial stability. Its assets have consistently grown from $240,730 in 2011 to $602,011 currently, while liabilities have remained negligible at $1 across all reported periods. This indicates a healthy balance sheet and low financial risk.

Filing History

IRS 990 filing history for Milford Bank Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Milford Bank Foundation Inc's revenue has grown by 2210.6%, moving from $2K to $51K. Total assets increased by 97.9% over the same period, from $241K to $476K. Total functional expenses rose by 248%, from $14K to $48K. In its most recent filing year (2023), Milford Bank Foundation Inc reported a surplus of $3K, with revenue exceeding expenses. The organization holds $1 in liabilities against $476K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $476K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $51K $48K $476K $1 View 990
2022 $101K $108K $445K $1 View 990
2021 $150K $17K $472K $1 View 990
2020 $25K $17K $339K $1
2019 $27K $17K $330K $1 View 990
2015 $26K $15K $290K $1 View 990
2014 $26K $14K $279K $1 View 990
2013 $26K $14K $267K $1 View 990
2012 $27K $13K $254K $1 View 990
2011 $2K $14K $241K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $51K, expenses of $48K, and assets of $476K (revenue -49.3% year-over-year).
  • 2022: Revenue of $101K, expenses of $108K, and assets of $445K (revenue -32.6% year-over-year).
  • 2021: Revenue of $150K, expenses of $17K, and assets of $472K (revenue +491.7% year-over-year).
  • 2020: Revenue of $25K, expenses of $17K, and assets of $339K (revenue -4.9% year-over-year).
  • 2019: Revenue of $27K, expenses of $17K, and assets of $330K (revenue +1.0% year-over-year).
  • 2015: Revenue of $26K, expenses of $15K, and assets of $290K (revenue +0.0% year-over-year).
  • 2014: Revenue of $26K, expenses of $14K, and assets of $279K (revenue +0.1% year-over-year).
  • 2013: Revenue of $26K, expenses of $14K, and assets of $267K (revenue -0.9% year-over-year).
  • 2012: Revenue of $27K, expenses of $13K, and assets of $254K (revenue +1098.4% year-over-year).
  • 2011: Revenue of $2K, expenses of $14K, and assets of $241K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Milford Bank Foundation Inc:

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 Milford Bank Foundation Inc 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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