MONTPELIER FOUNDATION (EIN 311620682) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

KRISTA COSTELLO

Phone

5406722728

Tax Period

2024-07-01 to 2025-06-30

THE MONTPELIER FOUNDATION, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.9M in total revenue in fiscal year 2017. Revenue decreased 14% compared to the prior year. Expenses of $10.9M exceeded revenue, resulting in a 57% operating deficit.

Mission

A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,978,197

Program Service Revenue $1,202,840

Investment Income $642,236

Other Revenue $650,968

TOTAL REVENUE $14,474,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,092,432

Fundraising Expenses $498,864

Program Expenses $4,549,076

Other Expenses $2,559,053

TOTAL EXPENSES $5,797,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,474,241	$5,338,097	+1.7%
Expenses	$5,797,525	$6,641,188	-0.1%
Net Income	$8,676,716	$-1,303,091	-7.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

103

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$398,006

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR HASAN KWAME JEFFRIES	CHAIR	2.00	Officer Director	$0	$0	$0
DR LESLIE ALEXANDER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR JOSHUA ROTHMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR NICOLE THORNE JENKINS	TREASURER	2.00	Officer Director	$0	$0	$0
MR J HAYWOOD BLAKEMORE	SECRETARY	2.00	Officer Director	$0	$0	$0
DR BETTYE KEARSE	DIRECTOR	2.00	Director	$0	$0	$0
MS DEANNA CUMMINGS	DIRECTOR	2.00	Director	$0	$0	$0
MR BENJAMIN BREWSTER	DIRECTOR	2.00	Director	$0	$0	$0
DEAN IAN H SOLOMON	DIRECTOR	2.00	Director	$0	$0	$0
MR MICHAEL HIGGINBOTHAM	DIRECTOR	2.00	Director	$0	$0	$0
MR PETER STOUDT	DIRECTOR	2.00	Director	$0	$0	$0
MR TOM MAYES	DIRECTOR	2.00	Director	$0	$0	$0
MS MARY ALEXANDER	DIRECTOR	2.00	Director	$0	$0	$0
MS JAN SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MR HOWARD ZARITSKY	DIRECTOR	2.00	Director	$0	$0	$0
REV LAWRENCE E LARRY WALKER	DIRECTOR	2.00	Director	$0	$0	$0
MR JOHN KLUGE JR	DIRECTOR	2.00	Director	$0	$0	$0
MS EOLA DANCE	FORMER PRESIDENT	35.00	Officer	$212,695	$36,158	$248,853
MS KRISTA COSTELLO	INTERIM PRESIDENT AND CEO	35.00	Officer	$127,481	$21,672	$149,153

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$14,474,241	$5,797,525	$21,435,893	$8,676,716
2024	$5,338,097	$6,641,188	$34,855,194	$-1,303,091
2023	$10,079,782	$6,134,018	$36,190,610	$3,945,764
2022	$7,244,660	$6,688,180	$32,791,745	$556,480
2021	$6,661,464	$5,781,562	$34,651,611	$879,902
2020	$5,470,345	$7,524,678	$32,140,542	$-2,054,333
2019	$7,946,640	$9,404,857	$34,216,716	$-1,458,217
2018	$6,923,533	$10,867,685	$36,112,322	$-3,944,152

MONTPELIER FOUNDATION