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

Corporation for Jefferson's Poplar Forest

Preserving and restoring Thomas Jefferson's retreat

three stars

82.16

P.O. Box 419 Forest, VA 24551
tel: (434) 525-1806   Web Site
EIN: 54-1258296

Board Leadership
J. Frederick Armstrong
Chairman

CEO
Alyson M. Ramsey
Interim President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 82.16 three stars
  Financial 77.31 two stars
  Accountability & Transparency 89.00 three stars
This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.

The Corporation for Jefferson's Poplar Forest was formed in December 1983 by a group of individuals to lead the rescue of Jefferson's endangered retreat for the cultural and educational benefit of the public - now and for future generations. In January 1984 the Corporation succeeded in taking title to a 50-acre parcel of land which was all that remained with the original buildings at the heart of Jefferson's original plantation. The ongoing land rescue, archaeological exploration, and restoration is made possible entirely through donations to The Corporation for Jefferson's Poplar Forest. Our mission is to preserve and restore Thomas Jefferson's retreat so that it can serve the public as an innovative educational catalyst inspiring insight into the past, present, and future.

The Corporation for Jefferson's Poplar Forest was formed in December 1983 by a group of individuals to lead the rescue of Jefferson's endangered retreat for the cultural and educational benefit of the public - now and for future generations. In January 1984 the Corporation succeeded in taking title to a 50-acre parcel of land which was all that remained with the original buildings at the heart of Jefferson's original plantation. The ongoing land rescue, archaeological exploration, and restoration is made possible entirely through donations to The Corporation for Jefferson's Poplar Forest. Our mission is to preserve and restore Thomas Jefferson's retreat so that it can serve the public as an innovative educational catalyst inspiring insight into the past, present, and future.

Impact Information

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Financial

two stars

77.31

Accountability & Transparency

three stars

89.00

This rating was published 02/01/2020 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)
72.1%
  Administrative Expenses 14.0%
  Fundraising Expenses 13.8%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 7.16
  Program Expenses Growth < 0.1%
  Liabilities to Assets 12.2%
All data for Financial Performance Metrics calculations was provided by Corporation for Jefferson's Poplar Forest on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Corporation for Jefferson's Poplar Forest on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Corporation for Jefferson's Poplar Forest (VA) 82.16 three stars
American Battlefield Trust (DC) 94.17 four stars
George Washington's Mount Vernon (VA) 89.03 three stars
Blithewold (RI) 85.07 three stars
Statue of Liberty-Ellis Island Foundation (NY) 90.94 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,116,633
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $26,891
   Related Organizations $0
   Government Grants $50,000
Total Contributions $1,193,524
   Program Service Revenue $282,120
Total Primary Revenue $1,475,644
   Other Revenue $210,907
TOTAL REVENUE $1,686,551
   
EXPENSES  
   Program Expenses $1,532,605
   Administrative Expenses $308,846
   Fundraising Expenses $263,430
TOTAL FUNCTIONAL EXPENSES $2,104,881
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-418,330
   
Net Assets $15,199,789

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
Educational Services to the Public $678,915 44.3%
Archaeological Investigation of Landscape $447,487 29.2%
Investigation and Restoration of Buildings $406,203 26.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 02/01/2020 82.16 three stars
2017-12 12/21/2018 79.80 two stars
2016-12 03/01/2018 81.56 three stars
2015-12 03/01/2017 81.33 three stars
2014-12 06/01/2016 82.10 three stars
 
CN 2.0
2014-12 12/01/2015 83.75 three stars
2013-12 05/01/2015 79.67 two stars
2012-12 12/01/2013 90.80 four stars
2011-12 03/01/2013 83.07 three stars
2010-12 03/01/2012 82.36 three stars
2009-12 09/20/2011 78.85 two stars
 
CN 1.0
2009-12 12/01/2010 70.80 two stars
2008-12 11/01/2009 77.20 two stars
2007-12 10/01/2008 74.35 two stars
2006-12 10/01/2007 83.20 three stars
2005-12 11/01/2006 75.91 two stars
2004-12 01/01/2006 77.28 two stars
2003-12 11/01/2004 74.89 two stars
2002-12 04/01/2004 81.68 three 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 54-1258296
Name in IRS Master File THE CORPORATION FOR JEFFERSONS POPLAR FOREST
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 (124) Study and research (non-scientific)
(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 May, 1984
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, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$136,991 6.50% Jeffrey L. Nichols President and CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Corporation for Jefferson's Poplar Forest (VA) 82.16 three stars
George Washington's Mount Vernon (VA) 89.03 three stars
Connecticut Landmarks (CT) 87.79 three stars
Maymont Foundation (VA) 86.93 three stars
World Monuments Fund (NY) 85.36 three stars

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Charity Contact Info

Corporation for Jefferson's Poplar Forest
P.O. Box 419
Forest, VA 24551
tel: (434) 525-1806
fax: (434) 525-7252
EIN: 54-1258296

Visit Web Site

Board Leadership

J. Frederick Armstrong
Chairman

CEO

Alyson M. Ramsey
Interim President, CEO

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