The Middleburg Institute

Nonprofit profile at a glance

EIN
465768936
IRS 990-EZ coverage
2014–2025
Forms available
Form 990 2017, Form 990-EZ 2025, Form 990-N 2021
Location
Saint Gabriel, LA, USA
Phone
2252410984
Rating
33
Verdict
REVIEW
Rating confidence
Moderate
Sector
Economic Development

Official website

Reported finances

Revenue
$12,282
Expenses
$65,352
Assets
$34,694
Liabilities
$6,913

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Joyce James (President Principal Officer)

People named in this filing

  • Joyce James (President Principal Officer)
  • Andrew Tadman (Officer)
  • Roscoe Goff James (Officer)

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

Lift up low, moderate income communities

What it reported doing in 2025

Since 2014, our work has consisted of a dynamic collaboration of local, regional and national activists, organizations and community members advocating for structural changes

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 13
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

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

Sustainability

  • Operating margin: -432.1%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 0.53; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 23.5%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: -39.8% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -2.9% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: -2.7% per year; rating input score 0; 29th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2014 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 — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Sustainability: Operating margin scored 3/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.