Civic Intelligence

The Middleburg Institute

EIN 46-5768936 • 501(c)3 • Saint Gabriel, LA

Profile

A public charitable organization serving as a community development organization to raise the economic, educational and social level of louisiana of families with low to moderate income through education, economic development training and small business startup training.

1499 Tasajillo DriveSaint Gabriel, LA 70776-5337

themiddleburg.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$30,060

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 44.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-19%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$80,828

Down $19,205 (-19%) from 2023

Liabilities

Up

$4,980

Up $2,366 (+91%) from 2023

Net Assets

Down

$75,848

Down $21,571 (-22%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin18th percentile

Revenue

Down

$68,044

Down $106,393 (-61%) from 2023

Expenses

Down

$89,615

Down $300 (-0.3%) from 2023

Net Income

Down

-$21,571

Down $106,093 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$100K$0-$100KAssets 2014: $0Net Assets 2014: $02014Assets 2015: $168,381Liabilities 2015: $168,381Net Assets 2015: $02015Assets 2016: $120,478Liabilities 2016: $168,982Net Assets 2016: -$48,5042016Assets 2017: $91,259Liabilities 2017: $0Net Assets 2017: $91,2592017Assets 2022: $77,526Liabilities 2022: $64,629Net Assets 2022: $12,8972022Assets 2023: $100,033Liabilities 2023: $2,614Net Assets 2023: $97,4192023Assets 2024: $80,828Liabilities 2024: $4,980Net Assets 2024: $75,8482024

Highlighted filing

2024

Assets$80,828
Liabilities$4,980
Net Assets$75,848
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $201,664Expenses 2015: $201,664Net Income 2015: $02015Revenue 2016: $27,384Expenses 2016: $75,888Net Income 2016: -$48,5042016Revenue 2017: $794Expenses 2017: $32,315Net Income 2017: -$31,5212017Revenue 2022: $92,092Expenses 2022: $110,318Net Income 2022: -$18,2262022Revenue 2023: $174,437Expenses 2023: $89,915Net Income 2023: $84,5222023Revenue 2024: $68,044Expenses 2024: $89,615Net Income 2024: -$21,5712024

Highlighted filing

2024

Revenue$68,044
Expenses$89,615
Net Income-$21,571
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,828
Liabilities
$4,980
Net assets
$75,848
Revenue
$68,044
Expenses
$89,615
Net income
-$21,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.05$0.76$0.68$0.90$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.03$0.97$1.74$0.90$0.85
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.65$0.13$0.92$1.10$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.01$0.32$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.69$0.49$0.27$0.76$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$1.68$0.00$2.02$2.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2025
Return Version
2024v5.2
Gross Receipts
$68,044
Mission and Program Overview

Mission

To raise economic,educational and social awareness through education, economic development training and small business startup training.

Lift up low, moderate income communities

Program Services

DescriptionGrantsExpenses
Since 2014, our work has consisted of a dynamic collaboration of local, regional and national activists, organizations and community members advocating for structural changes-$89,618
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce JamesPresident Principal OfficerFT$30,060-$30,060
Eddie DangerfieldChairmanPT$0--
Tavia JamesOfficerPT$0--
Adele LondonSecretaryPT$0--
Fran Rosebush-BaylorTrustee AdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
The Middleburg Institute
EIN
46-5768936
In Care Of
% Joyce James
Phone
2252410984
Address
1499 Tasajillo Drive, Saint Gabriel, LA 70776-5337

Signing Officer

Name
Joyce James
Title
Director
Phone
2252410984
Signed
2025-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Financial Guidance Center LLC
Address
7163 Jefferson Highway, Baton Rouge, LA 70806
Preparer
Laura Kschexnayder
Phone
2259232299
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Fees 148Registration 15Interest 14Office 26,234Postage 590Supplies 690Conference & Meetings 761”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPayroll Liability 1,770 4,795Credit Card 844 185”

Raw XML Appendix158 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joyce James
IRS990EZ/BooksInCareOfDetail/PhoneNum02252410984
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01499 Tasajillo Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Saint Gabriel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0707765337
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100033
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066338
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21571
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028761
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100033
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080828
IRS990EZ/GrossReceiptsAmt068044
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01706
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097419
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097419
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075848
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joyce James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eddie Dangerfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tavia James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Adele London
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Fran Rosebush-Baylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Principal Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028452
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Lift up low, moderate income communities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Since 2014, our work has consisted of a dynamic collaboration of local, regional and national activists, organizations and community members advocating for structural changes
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032402
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02614
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04980
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089615
IRS990EZ/TotalProgramServiceExpensesAmt089618
IRS990EZ/TotalRevenueAmt068044
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://themiddleburg.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0174437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0153291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0428223
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0428223
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0174437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0153291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031122
IRS990ScheduleA/Total509Grp/TotalAmt0428223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0174437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0153291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0428223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Fees 148Registration 15Interest 14Office 26,234Postage 590Supplies 690Conference & Meetings 761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPayroll Liability 1,770 4,795Credit Card 844 185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02252410984
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Middleburg Institute
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0465768936
ReturnHeader/Filer/InCareOfNm0% Joyce James
ReturnHeader/Filer/PhoneNum02252410984
ReturnHeader/Filer/USAddress/AddressLine1Txt01499 Tasajillo Drive
ReturnHeader/Filer/USAddress/CityNm0Saint Gabriel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0707765337
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721508314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax & Financial Guidance Center LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07163 Jefferson Highway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baton Rouge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070806
ReturnHeader/PreparerPersonGrp/PhoneNum02259232299
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA KSCHEXNAYDER
ReturnHeader/ReturnTs02025-08-22T13:04:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.