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Arts, Culture, Humanities : Museums

Jamestown-Yorktown Foundation

Promoting awareness of Virginia's role in the creation of the United States of America

three stars

86.49

P.O. Box 1607 Williamsburg, VA 23187
tel: (888) 593-4682   Web Site
EIN: 31-1618642

Board Leadership
M. Kirkland Cox
President

CEO
Philip G. Emerson
Executive Director

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 86.49 three stars
  Financial 85.15 three stars
  Accountability & Transparency 88.00 three stars
This rating was published 11/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?

The mission of the Jamestown-Yorktown Foundation is to educate and promote understanding and awareness of Virginia's role in the creation of the United States of America. The Foundation, accredited by the American Association of Museums, is an educational institution of the Commonwealth of Virginia and administers two living-history museums. Jamestown Settlement interprets the cultures of 17th-century colonial Jamestown, America's first permanent English settlement, and the Powhatan Indians. The Yorktown Victory Center interprets the impact of the American Revolution on the people of America and the development of the new nation.

The mission of the Jamestown-Yorktown Foundation is to educate and promote understanding and awareness of Virginia's role in the creation of the United States of America. The Foundation, accredited by the American Association of Museums, is an educational institution of the Commonwealth of Virginia and administers two living-history museums. Jamestown Settlement interprets the cultures of 17th-century colonial Jamestown, America's first permanent English settlement, and the Powhatan Indians. The Yorktown Victory Center interprets the impact of the American Revolution on the people of America and the development of the new nation.

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

Financial

three stars

85.15

Accountability & Transparency

three stars

88.00

This rating was published 11/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 67.0%
  Administrative Expenses 16.9%
  Fundraising Expenses 16.0%
  Fundraising Efficiency $0.20
  Working Capital Ratio (years) 5.60
  Program Expenses Growth 16.8%
  Liabilities to Assets 4.5%
All data for Financial Performance Metrics calculations was provided by Jamestown-Yorktown Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Jamestown-Yorktown Foundation on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Jamestown-Yorktown Foundation (VA) 86.49 three stars
Santa Barbara Historical Museum (CA) 88.89 three stars
Missouri History Museum (MO) 97.14 four stars
The Renaissance Society at the University of Chicago (IL) 88.41 three stars
The Valentine Richmond History Center (VA) 90.01 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,179,676
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $12,070
   Related Organizations $0
   Government Grants $0
Total Contributions $1,191,746
   Program Service Revenue $12,154
Total Primary Revenue $1,203,900
   Other Revenue $786,884
TOTAL REVENUE $1,990,784
   
EXPENSES  
   Program Expenses $1,166,676
   Administrative Expenses $368,645
   Fundraising Expenses $402,687
TOTAL FUNCTIONAL EXPENSES $1,938,008
   
Payments to Affiliates $0
Excess (or Deficit) for the year $52,776
   
Net Assets $18,037,316

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
Visitor Experience $508,822 43.6%
Collections $284,680 24.4%
Educational Programs $120,580 10.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 11/01/2017 86.49 three stars
2015-06 11/01/2016 86.17 three stars
2014-06 06/01/2016 83.96 three stars
 
CN 2.0
2014-06 09/01/2015 87.42 three stars
2013-06 08/01/2014 78.49 two stars
2012-06 09/01/2013 83.29 three stars
2011-06 07/01/2012 75.59 two stars
2010-06 11/01/2011 64.80 one star
2009-06 09/20/2011 78.78 two stars
 
CN 1.0
2009-06 11/24/2010 78.48 two stars
2008-06 07/01/2009 57.45 one star
2007-06 04/01/2008 89.99 three stars
2006-06 05/01/2007 84.29 three stars
2005-06 02/01/2006 89.47 three stars
2004-06 11/01/2005 89.72 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 31-1618642
Name in IRS Master File JAMESTOWN YORKTOWN FOUNDATION INC
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
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 March, 1999
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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 Compensation from Affiliates
Not compensated -- Phil Emerson Executive Director $246,863

Highly Rated

Charity Name & State Overall Score Overall Rating
Jamestown-Yorktown Foundation (VA) 86.49 three stars
Dubuque County Historical Society (IA) 90.87 four stars
Strawbery Banke Museum (NH) 93.68 four stars
Maine Maritime Museum (ME) 93.87 four stars
California State Railroad Museum Foundation (CA) 92.38 four stars

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Charity Contact Info

Jamestown-Yorktown Foundation
P.O. Box 1607
Williamsburg, VA 23187
tel: (888) 593-4682
fax: (757) 253-5299
EIN: 31-1618642

Visit Web Site

Board Leadership

M. Kirkland Cox
President

CEO

Philip G. Emerson
Executive Director

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