THE CORPORATION FOR THOMAS JEFFERS… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

ALYSON M RAMSEY

Phone

4345251806

Tax Period

2024-01-01 to 2024-12-31

THE CORPORATION FOR THOMAS JEFFERSON'S POPLAR FOREST, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 41% operating margin.

Mission

TO PRESERVE THOMAS JEFFERSON'S PERSONAL RETREAT AND PLANTATION, TO INSPIRE EXPLORATION OF HIS ENDURING LEGACY, AND TO TELL THE STORIES OF THE FREE AND ENSLAVED PEOPLE WHO LIVED AND WORKED AT POPLAR FOREST.

Program Service Accomplishments

Program 1

Expenses: $379,754

INVESTIGATION AND RESTORATION OF JEFFERSON-DESIGNED BUILDINGS AND OTHER HISTORIC STRUCTURES AT HIS RETREAT (1806). INCLUDES COSTS OTHER THAN THOSE CAPITALIZED.

Program 2

Expenses: $258,849

ARCHAEOLOGICAL INVESTIGATION OF JEFFERSON'S ORNAMENTAL AND PLANTATION LANDSCAPE; INCLUDING STRUCTURES THAT HOUSED THE ENSLAVED COMMUNITY.

Program 3

Expenses: $787,345 Revenue: $446,658

EDUCATIONAL SERVICES TO THE PUBLIC, INCLUDING GUIDED TOURS, HANDS-ON PROGRAMS FOR SCHOOL CHILDREN, FIELD SCHOOLS FOR ADULTS, AND PUBLIC PROGRAMS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,220,912

Program Service Revenue $446,658

Investment Income $159,517

Other Revenue $258,044

TOTAL REVENUE $4,085,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,039,158

Fundraising Expenses $392,932

Program Expenses $1,425,948

Other Expenses $1,355,518

TOTAL EXPENSES $2,394,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,085,131	$1,726,077	+1.4%
Expenses	$2,394,676	$2,241,588	+0.1%
Net Income	$1,690,455	$-515,511	-4.3%

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

Volunteers

101

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

$251,751

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCIS B TEAGUE III	CHAIR	2.00	Officer Director	$0	$0	$0
BOYCE BRANNOCK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
AMY G RAY	TREASURER	2.00	Officer Director	$0	$0	$0
JUSTIN MCCARTHY	SECRETARY	2.00	Officer Director	$0	$0	$0
J FREDERICK ARMSTRONG	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JOHN A CONSTANCE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
MICHAEL J SCHEWEL	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
T HENRY CLARKE V	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BENJAMIN MARCHI	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DR WENDY L TACKETT	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
TERESA HARRIS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
MICHAEL C QUINN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
WILLIAM W SEMONES	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DENNIS A DUTTERER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DR KATHRYN M PUMPHREY	PAST CHAIR	2.00	Director	$0	$0	$0
KELVIN MOORE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
TEMPERANCE HUTTER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
STEPHEN H WATTS II	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
KIMBROUGH NASH	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
STERLING A WILDER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
REMMEL T DICKINSON	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
PERMELE ROBINSON	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
ROBERT SPILLER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
GAYLE JESSUP WHITE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
ALYSON M RAMSEY	PRESIDENT AND CEO	40.00	Officer	$137,684	$17,918	$155,602
COLE HARDEN	DIRECTOR OF FINANCE AND AD	40.00	Officer	$82,194	$13,955	$96,149

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	$4,085,131	$2,394,676	$20,600,405	$1,690,455
2023	$1,726,077	$2,241,588	$19,495,942	$-515,511
2022	$2,289,501	$2,007,188	$19,796,931	$282,313
2021	$2,957,319	$1,779,971	$19,309,738	$1,177,348
2020	$1,960,718	$1,707,003	$18,290,514	$253,715
2019	$2,204,537	$2,102,523	$17,868,802	$102,014
2018	$1,686,551	$2,104,881	$17,317,381	$-418,330

THE CORPORATION FOR THOMAS JEFFERSON'S POPLAR FOREST