Skip to content
Nonprofiteer
← THE JEFFERSON COUNCIL

Form 990 for tax year 2023

Filed by THE JEFFERSON COUNCIL.

Totals

Total revenue
$260,452
Total expenses
$451,695
Contributions and grants received
$256,856
Grants paid
$0
Program service revenue
$0
Investment income
$3,596
Other revenue
$0
Total assets, end of year
$265,169
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$265,169
Program services expenses (Part IX)
$274,654
Management and general expenses
$58,391
Fundraising expenses
$118,650
Program service expenses (Part III)
$274,654

Program services were 60.8% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $256,856

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $3,596 · related or exempt $0 · unrelated business $0 · excluded $3,596

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $148,525 · program services $59,410 · management and general $29,705 · fundraising $59,410

  • 6 · Compensation of disqualified persons

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $0 · program services $0

  • 8 · Pension plan contributions

    total $0 · program services $0

  • 9 · Other employee benefits

    total $0 · program services $0

  • 10 · Payroll taxes

    total $11,420 · program services $4,568 · management and general $2,284 · fundraising $4,568

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $2,000 · program services $2,000 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $10,611 · program services $0 · management and general $10,611 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $7,500 · program services $0 · management and general $0 · fundraising $7,500

  • 12 · Advertising and promotion

    total $18,618 · program services $9,309 · management and general $0 · fundraising $9,309

  • 13 · Office expenses

    total $3,061 · program services $0 · management and general $3,061 · fundraising $0

  • 14 · Information technology

    total $2,600 · program services $1,300 · management and general $0 · fundraising $1,300

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $7,384 · program services $2,215 · fundraising $5,169

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $208,023 · program services $187,220 · management and general $0 · fundraising $20,803

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $4,048 · management and general $4,048

  • 24a · Other expenses: bank, cerd card , merchant ser fees

    total $3,777 · program services $0 · management and general $3,777 · fundraising $0

  • 24b · Other expenses: payroll serving, Paychex

    total $3,114 · program services $0 · management and general $3,114 · fundraising $0

  • 24c · Other expenses: state solicitation exp

    total $8,955 · program services $0 · management and general $1,791 · fundraising $7,164

  • 24d · Other expenses: Related org membersho and support

    total $6,854 · program services $3,427 · management and general $0 · fundraising $3,427

  • 24e · All other expenses

    total $5,205 · program services $5,205 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $110,066 · end of year $252,538

  • 2 · Savings and temporary cash investments

    beginning of year $345,846 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $12,631

  • 4 · Accounts receivable

    beginning of year $250 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $456,162 · end of year $265,169

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Charitable, educational, freedom of speech, diversity of opinion. Academic integrity.

Activities or mission (Part I)

Charitable, educational and freedom of speech

  • Sponsoring and co-sponsoring public speakers of note who address Jeffersonian principals of freedom of speech and expression and personal freedom and initiative and current issues re same in academia and society. Estimated audience of 2000 students and public, live and via internet. Objectives: educate public and students about Thos Jefferson, his ideals and his legacy; and promote freedom of speech and expression, diversity of viewpoints.

    Expenses $157,685

  • Communication with UVA students, friends and alumni re freedom of speech and expression issues, academic integrity and University policies and administration. Monitor same. Approximate subscribers, 3500.

    Expenses $101,969

  • Research and provision of data to UVA Board of Visitors re freedom of speech and expression, diversity of opinion, academic integrity and related expenses.

    Expenses $10,000

  • coordinate with organizations with similar goals in Virginia and nationally.

    Expenses $5,000

As filed on the 2023 return.

Listed in Part VII

  • James Bacon

    VP and director, executive director from Nov, 2022

    Total calculated
    $100,000
    From this org
    $100,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Libby Klinger

    VP and dir; Dir of Devel & Membership

    Total calculated
    $48,523
    From this org
    $48,523
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Thomas Neale

    Pres and Director

    Total calculated
    $0
    Hours/week
    25
  • Peter H Bryan

    Treas and dir

    Total calculated
    $0
    Hours/week
    5
  • Charles Weber

    VP and Dir

    Total calculated
    $0
    Hours/week
    5
  • Walter Smith

    VP and dir

    Total calculated
    $0
    Hours/week
    15
  • Ann McLean

    VP and dir

    Total calculated
    $0
    Hours/week
    5
  • William Cole

    VP and dir

    Total calculated
    $0
    Hours/week
    2
  • David Greenberg

    VP and dir

    Total calculated
    $0
    Hours/week
    5
  • Ernest C Vaughan Jr

    Sec, Dir

    Total calculated
    $0
    Hours/week
    12

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 March 2024
IRS schema version
2023v4.0
Source object
202400719349301000

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.