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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Montpelier Foundation

Home of James and Dolley Madison Father of the Constitution, Architect of the Bill of Rights; America's 1st First Lady

two stars

78.01

11407 Constitution Highway Montpelier Station, VA 22957
tel: (540) 672-2728   Web Site
EIN: 31-1620682

Board Leadership
Eugene W. Hickok
Chair

CEO
Roy F. Young, II
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 78.01 two stars
  Financial 69.70 one star
  Accountability & Transparency 93.00 four stars
This rating was published 03/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The Montpelier Foundation inspires continuing public engagement with American constitutional self-government by bringing to life the home and contributions of James and Dolley Madison.

Montpelier is a glorious 2,650-acre estate in Orange County, Virginia, and was the lifelong home of James Madison, America's fourth president. Established in 1998, the Montpelier Foundation assumed full financial and administrative responsibility of Montpelier in 2000.

We are making Mr. Madison's lifelong home at Montpelier a window into his life and legacy, a place of education where visitors, scholars, and educators can explore the ideas of the Father of the Constitution and get to know America's 1st First Lady.

The Montpelier Foundation inspires continuing public engagement with American constitutional self-government by bringing to life the home and contributions of James and Dolley Madison.

Montpelier is a glorious 2,650-acre estate in Orange County, Virginia, and was the lifelong home of James Madison, America's fourth president. Established in 1998, the Montpelier Foundation assumed full financial and administrative responsibility of Montpelier in 2000.

We are making Mr. Madison's lifelong home at Montpelier a window into his life and legacy, a place of education where visitors, scholars, and educators can explore the ideas of the Father of the Constitution and get to know America's 1st First Lady.

Financial

one star

69.70

Accountability & Transparency

four stars

93.00

This rating was published 03/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
75.2%
  Administrative Expenses 10.4%
  Fundraising Expenses 14.2%
  Fundraising Efficiency $0.29
  Working Capital Ratio (years) 1.92
  Program Expenses Growth -3.4%
  Liabilities to Assets 28.1%
All data for Financial Performance Metrics calculations was provided by Montpelier Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Montpelier Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Montpelier Foundation (VA) 78.01 two stars
American Battlefield Trust (DC) 95.40 four stars
Morven Museum & Garden (NJ) 92.14 four stars
Fort Ticonderoga Association (NY) 91.23 four stars
Blithewold (RI) 85.07 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,587,998
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $11,525
Total Contributions $5,599,523
   Program Service Revenue $1,330,818
Total Primary Revenue $6,930,341
   Other Revenue $1,016,299
TOTAL REVENUE $7,946,640
   
EXPENSES  
   Program Expenses $6,894,132
   Administrative Expenses $1,173,101
   Fundraising Expenses $1,337,624
TOTAL FUNCTIONAL EXPENSES $9,404,857
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,458,217
   
Net Assets $24,600,587

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Education and Engagement $3,523,977 51.1%
Historic Architecture and Collections $1,405,122 20.4%
Robert H. Smith Center for the Constitution $1,125,789 16.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 03/01/2021 78.01 two stars
2018-06 09/03/2019 80.84 three stars
2017-06 10/01/2018 86.75 three stars
2016-06 10/01/2017 86.30 three stars
2015-06 06/01/2016 85.30 three stars
 
CN 2.0
2015-06 04/01/2016 91.10 four stars
2013-12 09/01/2015 79.50 two stars
2013-12 04/01/2015 78.08 two stars
2012-12 11/01/2013 81.67 three stars
2011-12 09/01/2013 77.76 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 31-1620682
Name in IRS Master File MONTPELIER FOUNDATION
NTEE Code A54
NTEE Classification History Museums
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (994) Described in section 170(b)1)(a)(vi) of the Code
(62) Historical site, records or reenactment
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1998
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$227,031 2.41% Kat Imhoff President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Montpelier Foundation (VA) 78.01 two stars
American Society for Yad Vashem (NY) 97.11 four stars
American Battlefield Trust (DC) 95.40 four stars
Preservation Trust of Vermont (VT) 86.44 three stars
New York Landmarks Conservancy (NY) 86.57 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Montpelier Foundation
11407 Constitution Highway
Montpelier Station, VA 22957
tel: (540) 672-2728
EIN: 31-1620682

Mail donations to:
P.O. Box 911
Orange, VA 22960

Visit Web Site

Board Leadership

Eugene W. Hickok
Chair

CEO

Roy F. Young, II
President and CEO

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