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Arts, Culture, Humanities : Museums

CN Advisory: Moderate Concern

Jamestown-Yorktown Foundation

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

three stars

84.47

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

Board Leadership
Sue H. Gerdelman
President

CEO
Christy S. Coleman
Executive Director

CN CN CN LOW

CN CN CN HIGH

On November 8, 2018, ABC 8News reported on the charges of improper conduct allegedly taking place at Jamestown-Yorktown Foundation in an article titled, "Ex-interpreter sues historical sites claiming discrimination." For this reason, we have issued a Moderate Concern CN Advisory as the allegations have yet to be confirmed. For more information regarding this matter, please see the ABC 8News article.

  • On October 15, 2019, The Virginia Gazette published an article titled, "Court docs: race and religious discrimination lawsuit headed back to settlement talks." For more information, please see The Virginia Gazette article.


This charity has received a Moderate Concern Advisory due to an open or pending investigation regarding allegations of possible illegal activity, improper conduct, organizational mismanagement, or other matters of concern. Please note that this investigation has not concluded and that the allegations being investigated have not been confirmed by the U.S. legal system. Charity Navigator aims to provide donors and users with as much information as possible in order to make an informed giving decision. This advisory will be updated once we become aware that the investigation is completed. The views and opinions expressed here are those of the authors of sources used for the reported information, and not those of Charity Navigator. Charity Navigator is not responsible for the nature or content of the information presented through such external sources and websites. For more information on how or when we decide to publish a CN Advisory, please review our methodology.

  Score
(out of 100)
Rating
Overall Score & Rating 84.47 three stars
  Financial 81.62 three stars
  Accountability & Transparency 88.00 three stars
This rating was published 11/01/2020 and includes data from FY2019, the most recent 990 received at that time.

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.

Impact Information

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Financial

three stars

81.62

Accountability & Transparency

three stars

88.00

This rating was published 11/01/2020 and includes data from FY2019, 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)
63.6%
  Administrative Expenses 18.0%
  Fundraising Expenses 18.2%
  Fundraising Efficiency $0.23
  Working Capital Ratio (years) 5.86
  Program Expenses Growth 17.2%
  Liabilities to Assets 2.8%
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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Jamestown-Yorktown Foundation (VA) 84.47 three stars
Historic New England (MA) 90.71 four stars
National World War II Museum (LA) 90.44 four stars
Strawbery Banke Museum (NH) 86.79 three stars
The Valentine Richmond History Center (VA) 87.28 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,628,698
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,628,698
   Program Service Revenue $12,469
Total Primary Revenue $1,641,167
   Other Revenue $1,148,633
TOTAL REVENUE $2,789,800
   
EXPENSES  
   Program Expenses $1,878,160
   Administrative Expenses $533,936
   Fundraising Expenses $456,851
TOTAL FUNCTIONAL EXPENSES $2,868,947
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-79,147
   
Net Assets $19,748,643

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 $1,482,066 78.9%
Collections $209,289 11.1%
Educational Programs $186,805 9.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 11/01/2020 84.47 three stars
2018-06 07/01/2019 78.27 two stars
-- 11/30/2018 --Moderate Concern Advisory

On November 8, 2018, ABC 8News reported on the charges of improper conduct allegedly taking place at Jamestown-Yorktown Foundation in an article titled, "Ex-interpreter sues historical sites claiming discrimination." For this reason, we have issued a Moderate Concern CN Advisory as the allegations have yet to be confirmed. For more information regarding this matter, please see the ABC 8News article.

2017-06 08/01/2018 87.55 three stars
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
Compensation % of Expenses Paid to Title Compensation from Affiliates
Not compensated -- Philip G. Emerson Executive Director $294,892

Highly Rated

Charity Name & State Overall Score Overall Rating
Jamestown-Yorktown Foundation (VA) 84.47 three stars
Longyear Museum (MA) 88.87 three stars
Santa Barbara Historical Museum (CA) 87.46 three stars
Chesapeake Bay Maritime Museum (MD) 97.26 four stars
Museum of the City of New York (NY) 91.29 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

Sue H. Gerdelman
President

CEO

Christy S. Coleman
Executive Director

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