Civic Intelligence

Middlesex Foundation

990 • Fiscal year 2018 • EIN 82-1003076

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

Organization ProfileN/A
PO Box 1202Urbanna, VA 23175

(804) 815-1737

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$130,436

No earlier filing loaded for comparison.

Net Assets

$130,436

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$100,000

No earlier filing loaded for comparison.

Expenses

$21,692

No earlier filing loaded for comparison.

Net Income

$78,308

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2018: $130,436Liabilities 2018: $0Net Assets 2018: $130,4362018Assets 2019: $229,830Liabilities 2019: $0Net Assets 2019: $229,8302019Assets 2020: $255,011Liabilities 2020: $0Net Assets 2020: $255,0112020Assets 2021: $42,150Liabilities 2021: $0Net Assets 2021: $42,1502021

Highlighted filing

2018

Assets$130,436
Liabilities$0
Net Assets$130,436
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2018: $100,000Expenses 2018: $21,692Net Income 2018: $78,3082018Revenue 2019: $50,234Expenses 2019: $116,010Net Income 2019: -$65,7762019Revenue 2020: $50,455Expenses 2020: $11,606Net Income 2020: $38,8492020Revenue 2021: $262Expenses 2021: $11,621Net Income 2021: -$11,3592021

Highlighted filing

2018

Revenue$100,000
Expenses$21,692
Net Income$78,308
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$100,000
Mission and Program Overview

Mission

To provide housing and other living conditions for those residents at risk

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,128$79,369▲ $77,241
Pledges and Grants Receivable-$50,000-
Prepaid Expenses and Deferred Charges-$1,067-
Total Assets$2,128$130,436▲ $128,308
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,128$80,436▲ $78,308
Temporarily Rstr Net Assets-$50,000-
Total Net Assets Fund Balance$2,128$130,436▲ $128,308
Total Liabilities and Net Assets / Fund Balance$2,128$130,436▲ $128,308
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruse DesimoneChairman
Dave CryerVice Chairman
Amy BillDirector
Henry EastonDirector
John KoontzDirector
Rob BroodsDirector
Rebecca MorganSecretary
James GoforthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$78,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$100,000
Total Revenue per Audited Statements
$100,000
Total Revenue per Form 990
$100,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,000$0$0$3,000
Fees for Services Accounting$0$805$0$805
Insurance$439$0$0$439
Other Expenses$300$0$0$300
Office Expenses$126$0$0$126
Total Functional Expenses$20,002$1,690$0$21,692

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,692
Total Expenses per Audited Statements$21,692
Total Expenses per Form 990$21,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Middlesex Foundation
EIN
82-1003076
Phone
8048151737
Address
PO BOX 1202, URBANNA, VA 23175

Signing Officer

Name
James Goforth
Title
Treasurer
Phone
8048151737
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Goforth
Formed
2017
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Ta Ballard and Serio
Address
POBOX 220, GLOUCESTER, VA 23061
Preparer
Louis E Serio Jr
Phone
8046934711
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“At the first meeting of the fiscal year, the board members are reminded of the conflict of interest policies and asked if there are any problems. All new members are provided a copy of the conflict of interest policy.”

Pt VI, Line 11B

“The board members are provided a copy of the form 990 for their review. The treasurer at an appropriate meeting asked if their were any questions. If no questions remains unanswered. The form 990 is approved.”

Pt VI, Line 15A

“No member of the organization receives any compensation”

Pt VI, Line 18

“ANY INDIVIDUAL WHO WISHES TO REVIEW ANY OF THE FORMS 1023, 990s, OR POLICIES STATEMENT MUST CONTACT THE CHAIRMAN OR VICE CHAIRMAN WHO THEN WOULD GIVE PERMISSION TO REQUESTOR TO SET THE TIME AND PLACE TO REVIEW THE DOCUMENTS.”

Pt VI, Line 19

“The documents are kept in a folder with the treasurer. Upon receiving the permission, the requestor can then review the documents.”

Pt VI, Line 7A

“One director shall be appointed by each of the following boards: middlesex county school board, middlesex county superintendent of schools, middlesex county board of supervisors, middlesex county sheriff, and the director of the department of social services.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT THE FIRST MEETING OF THE FISCAL YEAR, THE BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICIES AND ASKED IF THERE ARE ANY PROBLEMS. ALL NEW MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW. THE TREASURER AT AN APPROPRIATE MEETING ASKED IF THEIR WERE ANY QUESTIONS. IF NO QUESTIONS REMAINS UNANSWERED. THE FORM 990 IS APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEMBER OF THE ORGANIZATION RECEIVES ANY COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY INDIVIDUAL WHO WISHES TO REVIEW ANY OF THE FORMS 1023, 990s, OR POLICIES STATEMENT MUST CONTACT THE CHAIRMAN OR VICE CHAIRMAN WHO THEN WOULD GIVE PERMISSION TO REQUESTOR TO SET THE TIME AND PLACE TO REVIEW THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE KEPT IN A FOLDER WITH THE TREASURER. UPON RECEIVING THE PERMISSION, THE REQUESTOR CAN THEN REVIEW THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ONE DIRECTOR SHALL BE APPOINTED BY EACH OF THE FOLLOWING BOARDS: MIDDLESEX COUNTY SCHOOL BOARD, MIDDLESEX COUNTY SUPERINTENDENT OF SCHOOLS, MIDDLESEX COUNTY BOARD OF SUPERVISORS, MIDDLESEX COUNTY SHERIFF, AND THE DIRECTOR OF THE DEPARTMENT OF SOCIAL SERVICES.
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS E SERIO JR
ReturnHeader/ReturnTs02018-11-14T13:17:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,436
Liabilities
$0
Net assets
$130,436
Revenue
$100,000
Expenses
$21,692
Net income
$78,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.12$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.50$0.12$0.39
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.50$1.16$0.66
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.00$0.22$0.78