MIDDLEBURG HUMANE FOUNDATION (EIN 541694317) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Rose Rogers

Phone

5403643272

Tax Period

2023-01-01 to 2023-12-31

MIDDLEBURG HUMANE FOUNDATION, founded in 1994, is a community nonprofit in the Animal-Related sector that reported $1.7M in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $824K, a strong 49% operating margin.

Mission

Provide all animals, both large and small, safe and sanitary living conditions, protection from abuse and neglect and environments free of pain and fear through community outreach programs of assistance, education and, where necessary, intervention

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $427,429

Program Service Revenue $292,366

Investment Income $46,208

Other Revenue $658,253

TOTAL REVENUE $1,424,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $879,317

Fundraising Expenses $62,158

Program Expenses $1,394,069

Other Expenses $783,513

TOTAL EXPENSES $1,662,830

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,424,256	$1,394,702	+0.0%
Expenses	$1,662,830	$1,448,040	+0.1%
Net Income	$-238,574	$-53,338	+3.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$70,011

Total Directors

$10,473

Key Employees

$156,614

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sally Price	Executive Director	40	Key Emp Highest	$76,130	$0	$76,130
Kim Zimmerman	Chief Operations Officer	45	Officer Key Emp	$70,011	$0	$70,011
Rose Rogers	CFO	7	Director Key Emp	$10,473	$0	$10,473
Lisa Ben-Dov	Director	2	Director	$0	$0	$0
Candy Fazakerly	Director	2	Director	$0	$0	$0
Polly Gault	Director	2	Director	$0	$0	$0
Dr Jean Loonman	Director	8	Director	$0	$0	$0
Nancy Hanscom	Director	2	Director	$0	$0	$0
Laura Van Roijen	Director	2	Director	$0	$0	$0
Lauren Peterson	Director	2	Director	$0	$0	$0
Dr Matt Galati	Director	5	Director	$0	$0	$0
Lisa Jawer	Director	2	Director	$0	$0	$0
Joshua A Muss	Chairman of the Board	10	Officer	$0	$0	$0
Stephanie Bates	Secretary	2	Officer	$0	$0	$0
David Rochester	Treasurer	3.5	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,424,256	$1,662,830	$7,356,731	$-238,574
2022	$1,394,702	$1,448,040	$7,221,686	$-53,338
2021	$1,461,842	$1,315,035	$6,712,127	$146,807
2020	$1,125,482	$1,204,326	$6,656,593	$-78,844
2019	$2,207,750	$1,023,603	$6,113,641	$1,184,147
2018	$1,673,800	$849,851	$4,632,852	$823,949

MIDDLEBURG HUMANE FOUNDATION