Form 990 for tax year 2023
Filed by THE CORPORATION FOR JEFFERSONS POPLAR FOREST.
Totals
- Total revenue
- $1,726,077
- Total expenses
- $2,241,588
- Contributions and grants received
- $1,104,821
- Grants paid
- $0
- Program service revenue
- $385,830
- Investment income
- $73,844
- Other revenue
- $161,582
- Total assets, end of year
- $19,495,942
- Total liabilities, end of year
- $2,631,467
- Net assets or fund balances, end of year
- $16,864,475
- Program services expenses (Part IX)
- $1,462,202
- Management and general expenses
- $518,795
- Fundraising expenses
- $260,591
- Program service expenses (Part III)
- $1,462,202
Program services were 65.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$79,885
-
1e · Government grants (contributions)
$238,464
-
1f · All other contributions, gifts and grants
$786,472
-
1g · Noncash contributions included above
$79,123
-
2a · Program service revenue: ADMISSIONS AND FIELD
total $385,830 · related or exempt $385,830
-
3 · Investment income
total $48,452 · excluded $48,452
-
6a · Gross rents
real property $202,305
-
6b · Less rental expenses
real property $145,338
-
6c · Rental income or loss
real property $56,967
-
6d · Net rental income or loss
total $56,967 · unrelated business -$2,027 · excluded $58,994
-
7a · Gross sales of assets other than inventory
securities $402,948
-
7b · Less cost or other basis and sales expenses
securities $377,556
-
7c · Gain or loss
securities $25,392
-
7d · Net gain or loss
total $25,392 · excluded $25,392
-
8a · Fundraising events: gross income
$8,415
-
8a · Fundraising events: contributions included on line 1c
$79,885
-
8b · Fundraising events: direct expenses
$39,697
-
8c · Net income from fundraising events
total -$31,282 · excluded -$31,282
-
10a · Gross sales of inventory
$177,411
-
10b · Cost of goods sold
$87,478
-
10c · Net income from sales of inventory
total $89,933 · excluded $89,933
-
11a · Other revenue: MISCELLANEAOUS REVENUE
total $45,964 · excluded $45,964
-
11e · Other revenue, total
$45,964
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $211,679 · program services $62,438 · management and general $102,146 · fundraising $47,095
-
7 · Other salaries and wages
total $656,653 · program services $554,598 · management and general $23,022 · fundraising $79,033
-
8 · Pension plan contributions
total $41,333 · program services $29,371 · management and general $5,958 · fundraising $6,004
-
9 · Other employee benefits
total $71,237 · program services $50,621 · management and general $10,269 · fundraising $10,347
-
10 · Payroll taxes
total $51,592 · program services $36,661 · management and general $7,437 · fundraising $7,494
-
11c · Fees: accounting
total $22,700 · management and general $22,700
-
11f · Fees: investment management
total $22,081 · management and general $22,081
-
11g · Fees: other
total $184,296 · program services $49,707 · management and general $86,701 · fundraising $47,888
-
12 · Advertising and promotion
total $76,080 · program services $74,063 · management and general $1,993 · fundraising $24
-
13 · Office expenses
total $61,259 · program services $40,814 · management and general $3,413 · fundraising $17,032
-
16 · Occupancy
total $152,780 · program services $93,926 · management and general $45,605 · fundraising $13,249
-
17 · Travel
total $47,625 · program services $27,030 · management and general $5,968 · fundraising $14,627
-
19 · Conferences, conventions and meetings
total $1,211 · program services $779 · management and general $387 · fundraising $45
-
20 · Interest
total $101,691 · program services $103,697 · management and general -$2,006
-
22 · Depreciation, depletion and amortization
total $377,934 · program services $210,313 · management and general $166,768 · fundraising $853
-
23 · Insurance
total $75,507 · program services $53,639 · management and general $11,825 · fundraising $10,043
-
24a · Other expenses: EDUCATIONAL MATERIAL
total $28,677 · program services $28,613 · management and general $39 · fundraising $25
-
24b · Other expenses: FEES
total $21,359 · program services $14,883 · management and general $1,626 · fundraising $4,850
-
24c · Other expenses: TAXES AND INSURANCE
total $13,230 · program services $12,804 · management and general $426
-
24d · Other expenses: MISCELLANEOUS
total $12,208 · program services $9,281 · management and general $1,055 · fundraising $1,872
-
24e · All other expenses
total $10,456 · program services $8,964 · management and general $1,382 · fundraising $110
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $419,555 · end of year $54,990
-
2 · Savings and temporary cash investments
beginning of year $104,281 · end of year $96,884
-
3 · Pledges and grants receivable
beginning of year $332,797 · end of year $232,794
-
8 · Inventories for sale or use
beginning of year $72,628 · end of year $82,514
-
10a · Land, buildings and equipment: cost or other basis
$23,128,031
-
10b · Land, buildings and equipment: accumulated depreciation
$6,790,832
-
10c · Land, buildings and equipment, net
beginning of year $16,474,761 · end of year $16,337,199
-
11 · Investments: publicly traded securities
beginning of year $2,021,389 · end of year $2,133,294
-
14 · Intangible assets
beginning of year $22,898 · end of year $22,762
-
15 · Other assets
beginning of year $348,622 · end of year $535,505
-
17 · Accounts payable and accrued expenses
beginning of year $448,953 · end of year $267,020
-
23 · Secured mortgages and notes payable
beginning of year $2,104,715 · end of year $2,364,447
-
27 · Net assets without donor restrictions
beginning of year $16,685,729 · end of year $16,333,301
-
28 · Net assets with donor restrictions
beginning of year $557,534 · end of year $531,174
Mission and programs · 2023
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.
Activities or mission (Part I)
THE MISSION OF THE CORPORATION FOR JEFFERSON'S POPLAR FOREST IS TO PRESERVE, INSPIRE, AND TELL THE EMERGING STORY OF THOMAS JEFFERSON'S POPLAR FOREST. WE ENVISION A RESTORED POPLAR FOREST THAT IGNITES CURIOSITY, UNDERSTANDING, AND ENGAGEMENT.
-
INVESTIGATION AND RESTORATION OF JEFFERSON-DESIGNED BUILDINGS AT HIS RETREAT (1806). INCLUDES COSTS OTHER THAN THOSE CAPITALIZED
Expenses $475,978
-
ARCHAEOLOGICAL INVESTIGATION OF JEFFERSON'S ORNAMENTAL AND PLANTATION LANDSCAPE; INCLUDING STRUCTURES THAT HOUSED THE ENSLAVED COMMUNITY.
Expenses $418,075
-
EDUCATIONAL SERVICES TO THE PUBLIC, INCLUDING GUIDED TOURS, HANDS-ON PROGRAMS FOR SCHOOL CHILDREN, FIELD SCHOOLS FOR ADULTS, AND PUBLIC PROGRAMS
Expenses $568,149 · Revenue $385,830
As filed on the 2023 return.
Listed in Part VII
-
Francis B Teague IIIFRANCIS B TEAGUE III
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Boyce BrannockBOYCE BRANNOCK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Dennis A DuttererDENNIS A DUTTERER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
John A ConstanceJOHN A CONSTANCE
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
J Frederick ArmstrongJ FREDERICK ARMSTRONG
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Heidi F JamesHEIDI F JAMES
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Michael J SchewelMICHAEL J SCHEWEL
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
T Henry Clarke VT HENRY CLARKE V
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Benjamin MarchiBENJAMIN MARCHI
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Dr Wendy L TackettDR WENDY L TACKETT
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Teresa HarrisTERESA HARRIS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Michael C QuinnMICHAEL C QUINN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
William W SemonesWILLIAM W SEMONES
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Justin McCarthyJUSTIN MCCARTHY
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Dr Kathryn M PumphreyDR KATHRYN M PUMPHREY
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Kelvin MooreKELVIN MOORE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Catherine W LynnCATHERINE W LYNN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Stephen H Watts IISTEPHEN H WATTS II
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Christian Stevens WaytCHRISTIAN STEVENS WAYT
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Sterling A WilderSTERLING A WILDER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Remmel T DickinsonREMMEL T DICKINSON
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Amy G RayAMY G RAY
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Robert SpillerROBERT SPILLER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Gayle Jessup WhiteGAYLE JESSUP WHITE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Alyson M RamseyALYSON M RAMSEY
PRESIDENT AND CEO
- Total calculated
- $146,605
- From this org
- $129,635
- From related orgs
- $0
- Other
- $16,970
- Hours/week
- 40
-
Cole HardenCOLE HARDEN
DIRECTOR OF FINANCE AND AD
- Total calculated
- $96,648
- From this org
- $82,044
- From related orgs
- $0
- Other
- $14,604
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403139349303390
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