Civic Intelligence

Middlesex Foundation

990 • Fiscal year 2020 • EIN 82-1003076

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 07, 2020

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

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$255,011

Up $25,181 (+11%) from 2019

Net Assets

Up

$255,011

Up $25,181 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin95th percentile

Revenue

Up

$50,455

Up $221 (+0.4%) from 2019

Expenses

Down

$11,606

Down $104,404 (-90%) from 2019

Net Income

Up

$38,849

Up $104,625 (+159%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2020

Assets$255,011
Liabilities$0
Net Assets$255,011
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

2020

Revenue$50,455
Expenses$11,606
Net Income$38,849
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 7, 2020
Return Version
2019v5.1
Gross Receipts
$50,455
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$215,170$201,502▼ $13,668
Cash and Non-Interest-Bearing Accounts$13,593$52,442▲ $38,849
Prepaid Expenses and Deferred Charges$1,067$1,067→ $0
Total Assets$229,830$255,011▲ $25,181
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$215,170$201,502▼ $13,668
Net Assets Without Donor Restrictions$14,660$53,509▲ $38,849
Total Net Assets Fund Balance$229,830$255,011▲ $25,181
Total Liabilities and Net Assets / Fund Balance$229,830$255,011▲ $25,181
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bruce DesimoneChairman
Robert BrooksVice Chairman
Amy BullDirector
Henry EastonDirector
John KoontzDirector
Rebecca MorganSecretary
James GoforthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,222
Program Service Revenue
$0
Investment Income
$233
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$38,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$50,455
Total Revenue per Audited Statements
$50,455
Total Revenue per Form 990
$50,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,606
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$8,719$0$0$8,719
Insurance$0$1,506$0$1,506
Fees for Services Accounting$0$1,200$0$1,200
Office Expenses$0$181$0$181
Total Functional Expenses$8,719$2,887$0$11,606

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,606
Total Expenses per Audited Statements$11,606
Total Expenses per Form 990$11,606
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 35% controlled entity
No
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
2020-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Goforth
Formed
2017
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
12

Preparer

Firm
Ta Ballard and Serio
Address
PO BOX 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 secretary. 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 SECRETARY. 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
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IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023175
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GOFORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08048151737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-07
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0832EA1876B6BFC398B27FB7143F2D3D977625AC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0832EA1876B6BFC398B27FB7143F2D3D977625AC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.179.183
ReturnHeader/FilingSecurityInformation/IPDt02020-10-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:02:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TA BALLARD AND SERIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOUCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023061
ReturnHeader/PreparerPersonGrp/PhoneNum08046934711
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis E Serio Jr
ReturnHeader/ReturnTs02020-10-01T08:02:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,011
Liabilities
$0
Net assets
$255,011
Revenue
$50,455
Expenses
$11,606
Net income
$38,849
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