Middlesex County Museum and Historical Society

Nonprofit profile at a glance

EIN: 621534273
IRS 990-EZ coverage: 2022–2025
Forms available: Form 990-EZ 2025, Form 990-N 2022
Location: Saluda, VA, USA
Phone: 8047583663
Rating: 81
Verdict: STRONG
Rating confidence: Moderate
Sector: Museum, Museum Activities

Reported finances

Revenue: $86,250
Expenses: $62,949
Assets: $273,111

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

MARILYN SOUTH (PRESIDENT)

People named in this filing

MARILYN SOUTH (PRESIDENT)
BOB PRICHARD (VICE PRESIDE)
KATHY SIMMONS PAGE (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The middlesex county museum and historical society is devoted to fostering the procurement, care, study, and display of objects that are of lasting interest and value to the history and culture of middlesex county. In addition, the museum strives to enhance and further the education of members of the community of their history and heritage.

What it reported doing in 2025

Operating model

Revenue model: Donor-supported. 72% of the money available for current operations came from contributions and gifts.
Distribution model: Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

Financial Efficiency: 66
Transparency & Controls: 100
Sustainability: 61
Growth: 100

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 61%; rating input score 61
Program expense ratio: 73.4%; rating input score 73

Transparency & Controls

Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
Major donor itemization: Yes; rating input score 100

Sustainability

Operating margin: 27%; rating input score 78; 78th percentile among comparable filings
Total-asset coverage ratio: 4.34; rating input score 81; 81st percentile among comparable filings
Liabilities to assets ratio: Limited
Officer compensation ratio: 20.3%; rating input score 8; 8th percentile among comparable filings

Growth

Program expense growth: 9.8% per year; rating input score 100; 70th percentile among comparable filings
Revenue growth: 9.2% per year; rating input score 100; 79th percentile among comparable filings
Asset growth: 12% per year; rating input score 100; 74th percentile among comparable filings

Details

Where the money goes: 61% of revenue deployed · 73.4% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $46K in reported program spending
Leadership: top reported pay $0 · 12 people listed
Consistency: 7 of 7 current checks pass
Schedules: 3 filed schedules
Filing history: 4 filing years from 2022 to 2025
Contacts: How to reach this organization
Money network: 1 filed money-flow record
Related organizations: Filed and resolved organization relationships.
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

High — Sustainability: Officer compensation ratio scored 8/100.