Thomas Jefferson Foundation Inc (EIN 540505959) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

JANE KAMENSKY

Phone

4349849800

Tax Period

2023-01-01 to 2023-12-31

Thomas Jefferson Foundation Inc, founded in 1923, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $23.1M in total revenue in fiscal year 2018. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $33.1M exceeded revenue, resulting in a 43% operating deficit.

Mission

THE MISSION IS TO PRESERVE MONTICELLO AND SHARE THE HISTORY AND LEGACY OF THOMAS JEFFERSON, HIS FAMILY, AND THOSE HE HELD IN SLAVERY, WITH A GLOBAL AUDIENCE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,690,281

Program Service Revenue $11,052,391

Investment Income $6,601,451

Other Revenue $7,609,212

TOTAL REVENUE $34,953,335

Expense Breakdown

Grants Paid $214,460

Salaries & Benefits $18,744,903

Fundraising Expenses $1,335,721

Program Expenses $31,528,432

Other Expenses $23,367,807

TOTAL EXPENSES $42,327,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,953,335	$56,873,096	-0.4%
Expenses	$42,327,170	$39,515,463	+0.1%
Net Income	$-7,373,835	$17,357,633	-1.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

451

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

$1,135,143

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE GREENE BOWMAN	PRESIDENT 1/1/23-1/31/23	50.0	Officer	$476,479	$34,648	$511,127
ANDREW J O'SHAUGHNESSY	FORMER VP & SAUNDERS DIRECTOR	50.0		$350,000	$4,311	$354,311
PETER G HALLOCK	INTERIM PRESIDENT 2/1 - 12/31	50.0	Officer	$239,518	$20,128	$259,646
CHRISTINE P BARTH	INTERIM VP & CFO (AS OF 3/23)	50.0	Officer	$228,874	$4,856	$233,730
SHARON L MCELROY	DIRECTOR OF RETAIL SALES	50.0	Highest	$172,857	$14,628	$187,485
JOHN J LOONEY	EDITOR, THOMAS JEFFERSON PAPER	50.0	Highest	$164,487	$15,290	$179,777
ANDREW R HUFF	DIRECTOR OF IT	50.0	Highest	$163,076	$14,533	$177,609
GABRIELE L RAUSSE	DIR, VITICULTURE (thru 6/23)	50.0	Highest	$150,453	$8,334	$158,787
DEBORAH M THACKER	CONTROLLER	50.0	Highest	$140,265	$11,157	$151,422
LAURA B TERRY	VP & CFO 1/1/23-4/10/23	50.0	Officer	$120,112	$10,528	$130,640
TOBIAS DENGEL	CHAIRMAN	5.0	Officer Director	$0	$0	$0
MOLLY HARDIE	VICE-CHAIRMAN	1.0	Officer Director	$0	$0	$0
CHRISTOPHER J TOOMEY	SECRETARY	1.0	Officer Director	$0	$0	$0
MELODY BARNES	TRUSTEE	1.0	Director	$0	$0	$0
DR LD BRITT MD	TRUSTEE	1.0	Director	$0	$0	$0
PETER COOK	TRUSTEE	1.0	Director	$0	$0	$0
PETER COOLIDGE	TRUSTEE	1.0	Director	$0	$0	$0
JOSEPH ERDMAN	TRUSTEE	1.0	Director	$0	$0	$0
ANNETTE GORDON-REED	TRUSTEE	1.0	Director	$0	$0	$0
RENEE GRISHAM	TRUSTEE	1.0	Director	$0	$0	$0
DONALD A KING JR	TRUSTEE	1.0	Director	$0	$0	$0
DAVID C LANDIN	TRUSTEE	1.0	Director	$0	$0	$0
SUZI LEVINE	TRUSTEE	1.0	Director	$0	$0	$0
JOHN NAU III	TRUSTEE	1.0	Director	$0	$0	$0
WILLIAM H WALTON III	TRUSTEE	1.0	Director	$0	$0	$0
MICHEYLNN WOODARD	TRUSTEE	1.0	Director	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$34,953,335	$42,327,170	$375,175,740	$-7,373,835
2022	$56,873,096	$39,515,463	$353,952,978	$17,357,633
2021	$54,038,606	$32,558,908	$395,493,786	$21,479,698
2020	$60,861,149	$30,454,366	$377,889,217	$30,406,783
2019	$69,372,865	$31,678,144	$344,308,811	$37,694,721
2019	$69,372,865	$31,678,144	$344,308,811	$37,694,721
2018	$23,076,134	$33,097,076	$298,561,374	$-10,020,942

Thomas Jefferson Foundation Inc