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

Thomas Jefferson Foundation

Preserving and educating

four stars

91.32

P.O. Box 316 Charlottesville, VA 22902
tel: (434) 984-9800   Web Site
EIN: 54-0505959

Board Leadership
Donald A. King, Jr.
Chairman

CEO
Leslie Greene Bowman
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 91.32 four stars
  Financial 88.11 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 07/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The Thomas Jefferson Foundation operates Monticello, the home of the Nation's third president and author of the American Declaration of Independence as a living memorial to Thomas Jefferson's life, interests, and ideals. Founded in 1923, the Foundation supports its dual mission of preservation and education. Its facilities now include the house and gardens; the Robert H. Smith International Center for Jefferson Studies, home to the Jefferson Library; a museum shop; and the Thomas Jefferson Center for Historic Plants. The Monticello Visitors Center houses a permanent exhibition, a theater, a second museum shop, and the Foundation's Department of Education.

The Thomas Jefferson Foundation operates Monticello, the home of the Nation's third president and author of the American Declaration of Independence as a living memorial to Thomas Jefferson's life, interests, and ideals. Founded in 1923, the Foundation supports its dual mission of preservation and education. Its facilities now include the house and gardens; the Robert H. Smith International Center for Jefferson Studies, home to the Jefferson Library; a museum shop; and the Thomas Jefferson Center for Historic Plants. The Monticello Visitors Center houses a permanent exhibition, a theater, a second museum shop, and the Foundation's Department of Education.

Impact Information

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Financial

three stars

88.11

Accountability & Transparency

four stars

97.00

This rating was published 07/01/2018 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)
78.4%
  Administrative Expenses 16.2%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 7.32
  Program Expenses Growth 8.3%
  Liabilities to Assets 13.3%
All data for Financial Performance Metrics calculations was provided by Thomas Jefferson Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Thomas Jefferson Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Thomas Jefferson Foundation (VA) 91.32 four stars
Connecticut Landmarks (CT) 90.31 four stars
Archaeological Conservancy (NM) 96.66 four stars
Fort Ticonderoga Association (NY) 93.22 four stars
Galveston Historical Foundation (TX) 85.57 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $9,345,402
   Federated Campaigns $2,814
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $143,100
Total Contributions $9,491,316
   Program Service Revenue $9,773,719
Total Primary Revenue $19,265,035
   Other Revenue $6,357,961
TOTAL REVENUE $25,622,996
   
EXPENSES  
   Program Expenses $25,030,995
   Administrative Expenses $5,256,415
   Fundraising Expenses $1,414,121
TOTAL FUNCTIONAL EXPENSES $31,701,531
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-6,078,535
   
Net Assets $262,816,598

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 of Monticello Home $21,560,209 86.1%
Operation of the International Center for Jefferson Studies $3,470,786 13.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-12 07/01/2018 91.32 four stars
2015-12 10/01/2017 89.02 three stars
2015-12 07/01/2017 87.49 three stars
2014-12 06/01/2016 90.44 four stars
 
CN 2.0
2014-12 04/01/2016 91.10 four stars
2013-12 07/01/2015 90.87 four stars
2012-12 03/01/2014 87.64 three stars
2011-12 03/01/2013 90.34 four stars
2010-12 04/01/2012 90.16 four stars
2009-12 09/20/2011 90.69 four stars
 
CN 1.0
2009-12 07/01/2011 91.72 four stars
2008-12 06/01/2010 90.11 four stars
2007-12 07/01/2009 93.22 four stars
2006-12 06/01/2008 87.05 three stars
2005-12 02/01/2008 75.96 two stars
2004-12 01/01/2006 76.28 two stars
2003-12 04/01/2005 85.16 three stars
2002-12 05/01/2004 86.23 three stars
2001-12 02/05/2003 96.02 four stars
2000-12 10/15/2002 98.78 four 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 54-0505959
Name in IRS Master File THOMAS JEFFERSON FOUNDATION INC
NTEE Code A54
NTEE Classification History Museums
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
(205) Professional association
(40) Scholarships (other)
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
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 April, 1985
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 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).

Compensation % of Expenses Paid to Title
$419,193 1.32% Leslie G. Bowman President

Highly Rated

Charity Name & State Overall Score Overall Rating
Thomas Jefferson Foundation (VA) 91.32 four stars
Historic Columbia (SC) 88.05 three stars
Preservation Trust of Vermont (VT) 86.19 three stars
Archaeology Southwest (AZ) 96.29 four stars
The Royal Oak Foundation (NY) 86.22 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Thomas Jefferson Foundation
P.O. Box 316
Charlottesville, VA 22902
tel: (434) 984-9800
EIN: 54-0505959

Visit Web Site

Board Leadership

Donald A. King, Jr.
Chairman

CEO

Leslie Greene Bowman
President

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