Middlesex County Public Library INC FY2021 filing

Tax-deductible

Saluda, VA501(c)(3)Since 1986EducationEIN 54-0632627Revenue $334K in FY2021

On file with the IRSyourmiddlesexlibrary.orgPo Box 428, 23149-0428 · Saluda, VATax-exempt since Oct 1986Publicly supported charity — 170(b)(1)(A)(vi)

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To provide Library services to the citizens of the County of Middlesex and the town of urbanna.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $23K a year · 6% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $32K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$440
0.07% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$334K
Spent
$331K
To programs
80%
Net assets
$676K
By yearFY2021–FY2026
Revenue
$334K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$334K
FY2022$334K
FY2023$487K
FY2024$376K
FY2025$438K
FY2026$433K
Expenses
$331K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$331K
FY2022$324K
FY2023$302K
FY2024$364K
FY2025$455K
FY2026$486K
Net assets
$676K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$676K
FY2022$666K
FY2023$862K
FY2024$895K
FY2025$908K
FY2026$891K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Oct 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $264K Management & general 20% · $67K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Carrie Dos Santos’s $73K as Executive Di is at the 65th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2026FY2025
Carrie Dos Santos$73,044$38,492

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers library services to residents of Middlesex County and Urbanna.

Questions for Middlesex County Public Library INC

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Provided by the organization

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1 program · $264K · in their own filed words · FY2020
01

Operation of the county library.

$264Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$32K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$334K
Ln 12
Gifts and grantsLn 1h$245K
Other incomeLn 4–11$68K
Fees for servicesLn 2g$13K
Money outPt IX
$331K
Ln 25
Programscol B$264K
Managementcol C$67K
Owns and owesPt X
$676K
net assets · Ln 32
Cash and savingsLn 1–2$43K
Total assetsLn 16$677K
LiabilitiesLn 26$440
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$245K
Government grantsLn 1e$210K
Fees for servicesLn 2g$13K
Investment incomeLn 3$8K
Other incomeLn 4–11$68K
Total revenueLn 12$334K
Assets in detailPt X, end of year
CashLn 1$43K
Cash and savings togetherLn 1–2$43K
InvestmentsLn 11–13$320K
Land, buildings, equipmentLn 10c$314K
Total assetsLn 16$677K
LiabilitiesLn 26$440
Net assetsLn 32$676K
OperationsPt I, VI
EmployeesI 511
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$30K$43K
InvestmentsLn 11–13$253K$320K
Land, buildings, equipmentLn 10c$342K$314K
Total assetsLn 16$624K$677K
LiabilitiesLn 26$34K$440
Net assetsLn 32$590K$676K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$56K$56K
Other salaries and wagesLn 7$106K$106K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$12K$12K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$11K$7K$4K
Advertising and promotionLn 12$443$443
Office expensesLn 13$5K$5K
Information technologyLn 14$15K$15K
OccupancyLn 16$13K$13K
TravelLn 17$86$86
Depreciation, depletion and amortizationLn 22$28K$28K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$68K$52K$17K
All other expensesLn 24e$937$937
Total functional expensesLn 25$331K$264K$67K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $433K$486K−$53K$891K 990 PDF
FY2025 $438K$455K−$17K$908K 990 PDF
FY2024 $376K$364K$11K$895K 990 PDF
FY2023 $487K$302K$186K$862K 990 PDF
FY2022 $334K$324K$10K$666K 990 PDF
FY2021 Viewing $334K$331K$3K$676K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $333,825 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $179,736$244,637
I-9 Program service revenuePrior year $14,135$12,770
I-10 Investment incomePrior year $11,758$8,044
I-11 Other revenuePrior year $69,815$68,374
I-12 Total revenuePrior year $275,444$333,825
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $181,100$176,996
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $116,320$153,986
I-18 Total expensesPrior year $297,420$330,982
I-19 Revenue less expensesPrior year −$21,976$2,843
Part VI · Governance 14 of 14 board members independent, 3 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $333,825 across 7 lines filed
Lines not itemized here account for $584 of total revenue; see the IRS return.
VIII-1e Government grants$209,652
VIII-1f All other contributions, gifts and grants$34,985
VIII-1h Total contributions, gifts and grants$244,637
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,186$12,186
VIII-3 Investment incomeExcluded from tax $8,044$8,044
VIII-8 Net income from fundraising events$68,374
VIII-12 Total revenueRelated to mission $12,770 · Excluded from tax $8,044$333,825
Part IX · Statement of functional expenses $330,982 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $56,000$56,000
IX-7 Other salaries and wagesPrograms $105,560$105,560
IX-9 Other employee benefitsPrograms $3,134$3,134
IX-10 Payroll taxesPrograms $12,302$12,302
IX-11c Accounting feesManagement $3,980$3,980
IX-11g Other fees for servicesPrograms $7,140 · Management $4,030$11,170
IX-12 Advertising and promotionManagement $443$443
IX-13 Office expensesManagement $4,898$4,898
IX-14 Information technologyManagement $15,372$15,372
IX-16 OccupancyManagement $12,676$12,676
IX-17 TravelPrograms $86$86
IX-22 Depreciation, depletion and amortizationPrograms $28,023$28,023
IX-23 InsuranceManagement $8,123$8,123
IX-24 Other expenses (24a–d)Programs $51,509 · Management $16,769$68,278
IX-24e All other expensesManagement $937$937
IX-25 Total functional expensesPrograms $263,754 · Management $67,228 · Fundraising $0$330,982
Part X · Balance sheet $676,699 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $29,907$42,813
X-10c Land, buildings and equipment, netStart of year $341,535$313,512
X-11 Publicly traded securitiesStart of year $252,889$320,374
X-16 Total assetsStart of year $624,331$676,699
X-17 Accounts payable and accrued expensesStart of year $440$440
X-26 Total liabilitiesStart of year $34,240$440
X-27 Net assets without donor restrictionsStart of year $590,091$649,362
X-28 Net assets with donor restrictions$26,897
X-32 Total net assets or fund balancesStart of year $590,091$676,259
X-33 Total liabilities and net assetsStart of year $624,331$676,699
Part XI · Reconciliation of net assets $676,259 net assets at year end
XI-1 Total revenue$333,825
XI-2 Total expenses$330,982
XI-3 Revenue less expenses$2,843
XI-4 Net assets at start of year$590,091
XI-5 Net unrealized gains (losses) on investments$49,525
XI-9 Other changes in net assets$33,800
XI-10 Net assets at end of year$676,259

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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