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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

86.30

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

Board Leadership
Nancy N. Campbell
Chair

CEO
Kat Imhoff
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 86.30 three stars
  Financial 81.94 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 10/01/2017 and includes data from FY2016, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

81.94

Accountability & Transparency

four stars

93.00

This rating was published 10/01/2017 and includes data from FY2016, 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)
74.3%
  Administrative Expenses 12.5%
  Fundraising Expenses 13.1%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 3.21
  Program Expenses Growth 10.7%
  Liabilities to Assets 24.7%
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) 86.30 three stars
Maymont Foundation (VA) 90.56 four stars
Connecticut Landmarks (CT) 89.60 three stars
Fort Ticonderoga Association (NY) 91.39 four stars
Crow Canyon Archaeological Center (CO) 86.81 three stars

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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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,811,023
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $71,728
   Related Organizations $0
   Government Grants $52,834
Total Contributions $7,935,585
   Program Service Revenue $1,338,903
Total Primary Revenue $9,274,488
   Other Revenue $882,932
TOTAL REVENUE $10,157,420
   
EXPENSES  
   Program Expenses $7,641,546
   Administrative Expenses $1,059,002
   Fundraising Expenses $1,334,670
TOTAL FUNCTIONAL EXPENSES $10,035,218
   
Payments to Affiliates $0
Excess (or Deficit) for the year $122,202
   
Net Assets $32,172,374

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 $6,643,232 86.9%
Constitutional Education $658,039 8.6%
Preservation of Curatorial Objects $340,275 4.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2016
  • June, 2015
  • June, 2014
  • December, 2013
  • December, 2012

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

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Compensation % of Expenses Paid to Title
$198,485 1.97% Kat Imhoff President, CEO

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Montpelier Foundation (VA) 86.30 three stars
The Basilica Landmark (MN) 86.02 three stars
Crow Canyon Archaeological Center (CO) 86.81 three stars
Lakeview Cemetery Foundation (OH) 88.02 three stars
Archaeology Southwest (AZ) 91.67 four 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

Nancy N. Campbell
Chair

CEO

Kat Imhoff
President and CEO

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