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Nonprofit · EIN 54-1694317

MIDDLEBURG HUMANE FOUNDATION

Tax-exempt · MARSHALL, VA 20115

Financials

$1.4M$1.7M2023$4M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of MIDDLEBURG HUMANE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,000,353$1,491,453$2,508,900$8,444,881$494,812$7,950,069
December 31, 2023990$1,424,256$1,662,830-$238,574$7,356,731$514,626$6,842,105
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,810,995
Program service revenue
$239,094
Investment income
$189,368
Net gain from sales of assets
$59,107
Net income from fundraising events
$661,502
Net income from sales of inventory
$99,879
Other revenue
$760,896

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$77,577
Salaries, compensation and benefits (total)
$796,697
Professional fundraising fees
$0
Legal fees
$21,694
Accounting fees
$10,500
Occupancy
$73,300
Depreciation
$156,950
Program services (functional)
$1,173,805
Management and general (functional)
$166,244
Fundraising (functional)
$151,404

Balance sheet and other

Total assets, start of year
$7,356,731
Total assets, end of year
$8,444,881
Total liabilities, end of year
$494,812
Net assets, end of year
$7,950,069
Land, buildings and equipment
$4,946,779
Publicly traded securities
$2,947,164
Net assets without donor restrictions
$4,928,219
Net assets with donor restrictions
$3,021,850
Gross receipts
$4,415,847
Employees
38
Volunteers
100
Year formed
1994
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Kim ZimmermanChief Operations Officer
Officer
45$72,249
Rose RogersCFO
Trustee or director, Officer
7$5,328
Lisa Ben-DovDirector
Trustee or director
2$0
Candy FazakerlyDirector
Trustee or director
2$0
Polly GaultDirector
Trustee or director
2$0
Dr Jean LoonmanDirector
Trustee or director
8$0
Nancy HanscomDirector
Trustee or director
5$0
Laura Van RoijenDirector
Trustee or director
2$0
Lauren PetersonDirector
Trustee or director
2$0
Dr Matt GalatiDirector
Trustee or director
5$0
Lisa JawerDirector
Trustee or director
2$0
Joshua A MussChairman of the Board
Trustee or director
10$0
Stephanie BatesSecretary
Trustee or director
2$0
David RochesterTreasurer
Trustee or director
3.5$0
Mathew GalatiDVM
Trustee or director
10$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
Sally PriceExecutive Director
Key employee, Highest-paid employee
40$76,130
Kim ZimmermanChief Operations Officer
Officer, Key employee
45$70,011
Rose RogersCFO
Trustee or director, Key employee
7$10,473
Lisa Ben-DovDirector
Trustee or director
2$0
Candy FazakerlyDirector
Trustee or director
2$0
Polly GaultDirector
Trustee or director
2$0
Dr Jean LoonmanDirector
Trustee or director
8$0
Nancy HanscomDirector
Trustee or director
2$0
Laura Van RoijenDirector
Trustee or director
2$0
Lauren PetersonDirector
Trustee or director
2$0
Dr Matt GalatiDirector
Trustee or director
5$0
Lisa JawerDirector
Trustee or director
2$0
Joshua A MussChairman of the Board
Officer
10$0
Stephanie BatesSecretary
Officer
2$0
David RochesterTreasurer
Officer
3.5$0

Address and contacts

Address (IRS master file)
5000 CUNNINGHAM FARM DRIVE, MARSHALL, VA 20115-0000
In care of
% HILLEARY BOGLEY
Principal officer (990 for 2024)
Rose Rogers, PO Box 2063, Middleburg, VA 20118
Signed the 990
Rose Rogers, CFO
Phone
(540) 364-3272

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.

990 for the year ended December 31, 2024

Program accomplishments

  • During 2024 Middleburg Humane Foundation (MHF), a designated no-kill shelter, took in 675 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 543 animals in 2024, and transport another 62 animals to other approved rescue partners which have a larger demographic need for adoptable pets.
    Expenses $661,444 · revenue $232,859
  • Clinic: Our in-house veterinary clinic was fully operational during 2024 with a combination of paid staff and volunteer veterinarians, veterinary technicians and veterinary assistants. Volunteer vets were also able to help with the TNR program. This team was able to help approximately 900 animals, including approximately 750 shelter pets and approximately 240 feral cats. The veterinarians performed routine services such as physical exams, spay/neuter surgeries and vaccinations, as well as more complex procedures such as amputations, eye removal, polyp and mass removals.
    Expenses $85,327
  • Community Cat Program: MHF's community cat program directly impacted approximately 615 cats during 2024. We provided Trap-Neuter-Return for approximately 240 stray and feral cats from numerous sites in Fauquier and surrounding counties. Almost 50% of the TNR cats were female, which equates to approximately 744 kittens not being added to the community cat population in the year to come. There were 4 TNR clinics held during the year and 100% of the surgeries took place in the shelter clinic. 16 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.
    Expenses $88,327 · grants $10,500 · revenue $1,502
  • Other program expenses include programs for livestock, facility expenses, insurance, and a percentage of admin expenses.
    Expenses $338,707

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
54-1694317
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Animal-related (D200)
Assets (IRS master file)
$8,444,881
Income (IRS master file)
$4,415,847

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,000,353$1,491,453$8,444,881XML
990December 2023$1,424,256$1,662,830$7,356,731XML
990December 2022$1,394,702$1,448,040$7,221,686IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1694317).

Questions about MIDDLEBURG HUMANE FOUNDATION

What is the EIN of MIDDLEBURG HUMANE FOUNDATION?
The employer identification number (EIN) of MIDDLEBURG HUMANE FOUNDATION is 54-1694317.
Is MIDDLEBURG HUMANE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MIDDLEBURG HUMANE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MIDDLEBURG HUMANE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MIDDLEBURG HUMANE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MIDDLEBURG HUMANE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MIDDLEBURG HUMANE FOUNDATION?
The 990 for the year ended December 31, 2024 names Rose Rogers.
Who are the officers and directors of MIDDLEBURG HUMANE FOUNDATION?
The 990 for the year ended December 31, 2024 lists 15 people; 2 received compensation from the organization, the highest $72,249 (Kim Zimmerman, Chief Operations Officer).
How much revenue does MIDDLEBURG HUMANE FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,000,353, expenses of $1,491,453 and total assets of $8,444,881 at year end.

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