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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

three stars

80.84

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

Board Leadership
Dennis A. Kernahan
Chair

CEO
Kat Imhoff
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 80.84 three stars
  Financial 73.83 two stars
  Accountability & Transparency 93.00 four stars
This rating was published 09/03/2019 and includes data from FY2018, 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.

Impact Information

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Financial

two stars

73.83

Accountability & Transparency

four stars

93.00

This rating was published 09/03/2019 and includes data from FY2018, 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)
76.0%
  Administrative Expenses 9.9%
  Fundraising Expenses 13.9%
  Fundraising Efficiency $0.25
  Working Capital Ratio (years) 2.03
  Program Expenses Growth 2.9%
  Liabilities to Assets 27.8%
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) 80.84 three stars
Historic Columbia (SC) 91.45 four stars
Archaeological Conservancy (NM) 89.88 three stars
Fort Ticonderoga Association (NY) 92.29 four stars
Maymont Foundation (VA) 86.93 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,545,800
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $4,545,800
   Program Service Revenue $1,551,032
Total Primary Revenue $6,096,832
   Other Revenue $826,701
TOTAL REVENUE $6,923,533
   
EXPENSES  
   Program Expenses $8,188,027
   Administrative Expenses $1,030,362
   Fundraising Expenses $1,649,296
TOTAL FUNCTIONAL EXPENSES $10,867,685
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-3,944,152
   
Net Assets $26,060,224

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
Operation and Maintenance of Mansion and Grounds $7,433,019 90.8%
Constitutional Education $387,017 4.7%
Preservation of Curatorial Objects $367,991 4.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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
$220,339 2.02% Kat Imhoff President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Montpelier Foundation (VA) 80.84 three stars
George Washington's Mount Vernon (VA) 89.03 three stars
The Mount (MA) 87.52 three stars
American Society for Yad Vashem (NY) 97.11 four stars
Archaeological Conservancy (NM) 89.88 three stars

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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

Dennis A. Kernahan
Chair

CEO

Kat Imhoff
President and CEO

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