Civic Intelligence

Middlesex Foundation

990 • Fiscal year 2019 • EIN 82-1003076

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 23, 2019

Organization ProfileN/A
PO Box 1202Urbanna, VA 23175

(804) 815-1737

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-131%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$229,830

Up $99,394 (+76%) from 2018

Net Assets

Up

$229,830

Up $99,394 (+76%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin4th percentile

Revenue

Down

$50,234

Down $49,766 (-50%) from 2018

Expenses

Up

$116,010

Up $94,318 (+435%) from 2018

Net Income

Down

-$65,776

Down $144,084 (-184%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$229,830
Liabilities$0
Net Assets$229,830
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$50,234
Expenses$116,010
Net Income-$65,776
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 23, 2019
Return Version
2018v3.1
Gross Receipts
$50,234
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$50,000$215,170▲ $165,170
Cash and Non-Interest-Bearing Accounts$79,369$13,593▼ $65,776
Prepaid Expenses and Deferred Charges$1,067$1,067→ $0
Total Assets$130,436$229,830▲ $99,394
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$50,000$215,170▲ $165,170
Unrestricted Net Assets$80,436$14,660▼ $65,776
Total Net Assets Fund Balance$130,436$229,830▲ $99,394
Total Liabilities and Net Assets / Fund Balance$130,436$229,830▲ $99,394
Compensation and Service Providers
Top Officer PayScore unavailable

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
$0
Program Service Revenue
$50,029
Investment Income
$205
Other Revenue
$0
Change in Net Assets
$-65,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$50,234
Total Revenue per Audited Statements
$50,234
Total Revenue per Form 990
$50,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,010
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
Other Expenses$113,516$0$0$113,516
Insurance$0$1,506$0$1,506
Fees for Services Accounting$0$925$0$925
Office Expenses$0$63$0$63
Total Functional Expenses$113,516$2,494$0$116,010

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$113,516
Total Expenses per Audited Statements$113,516
Total Expenses per Form 990$113,516
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
2019-09-23
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
12

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

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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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 12c
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GOFORTH
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ReturnHeader/BusinessOfficerGrp/PhoneNum08048151737
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLESEX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0821003076
ReturnHeader/Filer/PhoneNum08048151737
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1202
ReturnHeader/Filer/USAddress/CityNm0URBANNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023175
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.169.26.202
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:55:59
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ReturnHeader/PreparerPersonGrp/PhoneNum08046934711
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis E Serio Jr
ReturnHeader/ReturnTs02019-10-15T05:56:04-07:00
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ReturnHeader/TaxPeriodEndDt02019-07-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,830
Liabilities
$0
Net assets
$229,830
Revenue
$50,234
Expenses
$116,010
Net income
-$65,776
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