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Milton J Dance Jr Endowment Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.04M (2023)

Expenses
$900k (2023)

Total Assets
$46.1M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,036,133
Expenses
$900,084
Net Income
$136,049
Net Assets
$46,148,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $449,768
43.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $586,365
56.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,148,552
Total Liabilities $0
Net Assets $46,148,552
Compensation
Key Employees and Officers Compensation Related Other
John R Saunders Jr Md (Chairman & President) $0 $0 $0
John B Chessare Md (Secretary) $0 $1,221,701 $47,923
Reeves Dance Walker (Assistant Secretary) $0 $0 $0
Barbara P Messing Phd (Treasurer) $0 $0 $0
Brian Kaplan Md (Director) $0 $333,869 $0
Paul Celano Md (Director) $0 $606,826 $60,080
Mary T Lesueur (Director) $0 $0 $0
Jeffrey L Thomas (Vice President) $0 $0 $0
Megan D Walker Rn (Director) $0 $0 $0
Ray Blanco Md (Director) $0 $410,357 $65,987

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$395,227
Expenses
$1,711,840
Net Income
-$1,316,613
Net Assets
$43,135,636
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $212,976
53.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $182,251
46.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,135,636
Total Liabilities $0
Net Assets $43,135,636
Compensation
Key Employees and Officers Compensation Related Other
John R Saunders Jr Md (Chairman & President) $0 $0 $0
John B Chessare Md (Secretary) $0 $1,365,920 $43,442
Reeves Dance Walker (Assistant Secretary) $0 $0 $0
Barbara P Messing Phd (Treasurer) $0 $168,036 $43,924
Brian Kaplan Md (Director) $0 $276,122 $0
Paul Celano Md (Director) $0 $608,812 $53,149
Mary T Lesueur (Director) $0 $0 $0
Jeffrey L Thomas (Vice President) $0 $0 $0
Megan D Walker Rn (Director) $0 $0 $0
Ray Blanco Md (Director) $0 $410,342 $57,664

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,526,368
Expenses
$1,281,265
Net Income
$245,103
Net Assets
$47,831,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $215,341
14.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,311,027
85.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,831,183
Total Liabilities $0
Net Assets $47,831,183
Compensation
Key Employees and Officers Compensation Related Other
John R Saunders Jr Md (Chairman & President) $0 $0 $0
John B Chessare Md (Secretary) $0 $1,245,641 $44,479
Reeves Dance Walker (Assistant Secretary) $0 $0 $0
Barbara P Messing Phd (Treasurer) $0 $156,622 $45,925
Brian Kaplan Md (Director) $0 $168,605 $0
Paul Celano Md (Director) $0 $632,799 $51,615
Mary T Lesueur (Director) $0 $0 $0
Jeffrey L Thomas (Director) $0 $0 $0
Megan D Walker Rn (Director) $0 $0 $0
Ray Blanco Md (Director) $0 $417,993 $47,599

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$456,135
Expenses
$2,011,201
Net Income
-$1,555,066
Net Assets
$39,741,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $176,020
38.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $280,115
61.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,741,872
Total Liabilities $0
Net Assets $39,741,872
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
John R Saunders Jr Md (President) $0 $0 $0
Karen T Pitman Md (Vice President) $0 $0 $0
John B Chessare Md (Secretary) $0 $1,254,563 $40,728
Reeves Dance Walker (Assistant Secretary) $0 $0 $0
Barbara P Messing Phd (Treasurer) $0 $151,341 $42,371
Brian Kaplan Md (Director) $0 $162,360 $0
Paul Celano Md (Director) $0 $655,568 $50,116
Mary T Lesueur (Director) $0 $0 $0
Jeffrey L Thomas (Director) $0 $0 $0
Megan D Walker Rn (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,964,183
Expenses
$1,529,461
Net Income
$12,434,722
Net Assets
$41,100,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $337,587
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,626,596
97.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,100,617
Total Liabilities $0
Net Assets $41,100,617
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mary T Lesueur (Director) $1,000 $0 $0
Jeffrey L Thomas (Director) $1,000 $0 $0
John R Saunders Jr Md (President) $0 $30,000 $0
Karen T Pitman Md (Vice President) $0 $0 $0
John B Chessare Md (Secretary) $0 $1,241,027 $39,019
Reeves Dance Walker (Assistant Secretary) $0 $0 $0
Barbara P Messing Ma (Treasurer) $0 $149,852 $47,887
Brian Kaplan Md (Director) $0 $162,360 $0
Paul Celano Md (Director) $0 $646,933 $48,616
Megan D Walker Rn (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,180,642
Expenses
$1,509,539
Net Income
$671,103
Net Assets
$40,382,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $734,047
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,446,595
66.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,382,138
Total Liabilities $0
Net Assets $40,382,138
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
John R Saunders Jr Md (President) $0 $373,985 $45,533
Karen T Pitman Md (Vice President) $0 $0 $0
John B Chessare Md (Secretary) $0 $1,178,633 $41,177
Reeves Dance Walker (Assistant Secretary) $0 $0 $0
Barbara P Messing Ma (Treasurer) $0 $143,748 $49,795
Brian Kaplan Md (Director) $0 $162,360 $0
Paul Celano Md (Director) $0 $646,986 $50,552
Mary T Lesueur (Director) $0 $0 $0
Jeffrey L Thomas (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,535,136
Expenses
$1,916,160
Net Income
-$381,024
Net Assets
$36,366,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,800
0.1%
Program Services $0
Investment Income $687,034
44.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $846,302
55.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,366,821
Total Liabilities $0
Net Assets $36,366,821
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Reeves Dance Walker (Assistant Secretary) $1,000 $0 $0
Mary T Lesueur (Director) $1,000 $0 $0
John R Saunders Jr Md (President) $0 $463,922 $67,778
John B Chessare Md (Secretary) $0 $1,003,456 $47,040
W Lee Thomas Esq (Treasurer) $0 $0 $0
Gail Cooper (Director) $0 $0 $0
Karen T Pitman Md (Vice President) $0 $0 $0
Barbara P Messing Ma (Director) $0 $141,155 $44,214
Jeffrey L Thomas (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,598,726
Expenses
$2,083,264
Net Income
-$484,538
Net Assets
$33,119,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $678,621
42.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $920,105
57.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,119,818
Total Liabilities $0
Net Assets $33,119,818
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Reeves Dance Walker (Assistant Secretary) $1,000 $0 $0
Mary T Lesueur (Director) $1,000 $0 $0
John R Saunders Jr Md (President) $0 $515,359 $77,989
John B Chessare Md (Secretary) $0 $2,060,766 $46,455
W Lee Thomas Esq (Treasurer) $0 $0 $0
Gail Cooper (Director) $0 $0 $0
Joseph Califano Md (Vice President) $0 $0 $0
Barbara Messing Ma (Director) $0 $137,371 $46,635

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,931,085
Expenses
$1,509,566
Net Income
$1,421,519
Net Assets
$34,419,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
0.0%
Program Services $0
Investment Income $701,480
23.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,228,605
76.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,419,935
Total Liabilities $0
Net Assets $34,419,935
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Reeves Dance Walker (Assistant Secretary) $1,000 $0 $0
Mary T Lesueur (Director) $1,000 $0 $0
John R Saunders Jr Md (President) $0 $524,240 $76,496
John B Chessare Md (Secretary) $0 $859,217 $223,494
W Lee Thomas Esq (Treasurer) $0 $0 $0
Gail Cooper (Director) $0 $0 $0
Joseph Califano Md (Vice President) $0 $0 $0
Barbara Messing Ma (Director) $0 $135,486 $45,299

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,034,944
Expenses
$1,734,512
Net Income
$300,432
Net Assets
$33,913,301
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $620,417
30.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,414,527
69.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,913,301
Total Liabilities $0
Net Assets $33,913,301
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Reeves Dance Walker (Assistant Secretary) $1,000 $0 $0
Mary T Lesueur (Director) $1,000 $0 $0
John R Saunders Jr Md (President) $0 $611,337 $100,040
John B Chessare Md (Secretary) $0 $787,462 $199,214
W Lee Thomas Esq (Treasurer) $0 $0 $0
Gail Cooper (Director) $0 $0 $0
Joseph Califano Md (Vice President) $0 $0 $0
Barbara Messing Ma (Director) $0 $130,295 $36,139

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,881,594
Expenses
$1,087,094
Net Income
$794,500
Net Assets
$30,235,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $720,419
38.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,161,175
61.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,235,921
Total Liabilities $0
Net Assets $30,235,921

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$978,096
Expenses
$901,456
Net Income
$76,640
Net Assets
$26,572,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $601,187
61.5%
Bond Proceeds $0
Royalties $0
Rental Property Income -$14,384
Net Fundraising $0
Sales of Assets $391,293
40.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,572,473
Total Liabilities $0
Net Assets $26,572,473

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$962,492
Expenses
$1,487,292
Net Income
-$524,800
Net Assets
$26,341,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $624,229
64.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $338,263
35.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,341,295
Total Liabilities $0
Net Assets $26,341,295

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Types of Nonprofits

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