MIDDLEBURG HUMANE FOUNDATION

EIN: 541694317 501(c)(3) Animal-Related

Marshall, VA

Total Revenue
$1,424,256
Total Expenses
$1,662,830
Total Assets
$7,356,731
Net Assets
$6,842,105
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Organization Details

Formation Year
1994
Legal Domicile
VA
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 $1.4M in total revenue in fiscal year 2023. Expenses of $1.7M exceeded revenue, resulting in a 17% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $829,748 Revenue: $423,565

During 2023 Middleburg HUmane Foundation (MHF), a designated no-kill shelter, took in 650 cats, dogs, equines, livestock, pocket pets and reptiles. MHF also participated in an animal transport...

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During 2023 Middleburg HUmane Foundation (MHF), a designated no-kill shelter, took in 650 cats, dogs, equines, livestock, pocket pets and reptiles. MHF also participated in an animal transport program which is a collaboration with other rescue groups to save pets from possible euthanasia. With MHF's operational full-service surgery and clinic, MHF was able to take in animals which require medical care our partners are not able to provide. This is a great benefit for our partners in rural areas who do not have the resources to provide these services. MHF was able to find homes for 493 animals in 2023, and transport another 112 animals to other approved rescue partners which have a larger demographic need for adoptable pets.

Program 2
Expenses: $139,131 Revenue: $26,610

Clinic: Our in-house veterinary clinic was fully operational during 2023 with a combination of paid staff and volunteer veterinarians, veterinary technicians and veterinary assistants. Volunteer vets...

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Clinic: Our in-house veterinary clinic was fully operational during 2023 with a combination of paid staff and volunteer veterinarians, veterinary technicians and veterinary assistants. Volunteer vets were able to donate a total of 230 hours to help with the TNR program. This team was able to help 549 animals, including 254 shelter pets and 295 feral cats. The veterinarians performed routine services such as physical exams, spay/neuter surgeries and vaccinations, as well as more complex procedures like amputations, eye repair, polyp and mass removals.

Program 3
Expenses: $74,482 Revenue: $29,895

Community Cat Program: MHF's community cat program directly impacted 651 cats during 2023. We provided Trap-Neuter-Return for 344 stray and feral cats from 82 sites in Fauquier and surrounding...

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Community Cat Program: MHF's community cat program directly impacted 651 cats during 2023. We provided Trap-Neuter-Return for 344 stray and feral cats from 82 sites in Fauquier and surrounding counties. Almost 168 of the TNR cats were female, which equates to approximately 2,016 kittens not being added to the community cat population in the years to come. There were 8 TNR clinics held during the year and 100% of the surgeries took place in the shelter clinic. 69 adult cats were adopted out as either indoor or working barn cats. MHF's Kitten College program continued to train fosters for nursing mothers and their kittens. Stray or feral kittens, were vetted at the shelter, placed into temporary homes for socialization and then adopted out or transported to other approved rescue partners.

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

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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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Governance

Voting Members
13
Independent Members
13
Employees
49
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
4
$70,011
Total Directors
10
$10,473
Key Employees
3
$156,614
Highest Compensated
1
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
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