Civic Intelligence

Montpelier Foundation

990 • Fiscal year 2018 • EIN 31-1620682

Jul 01, 2017 to Jun 30, 2018 • Filed on May 03, 2019

PO Box 911Orange, VA 22960

(540) 672-2728

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.28x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

1.45x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

4th percentile

-57%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$266,903

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

8th percentile

-9.6%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-14%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Down

$36,112,322

Down $3,851,379 (-9.6%) from 2017

Net Assets

Down

$26,060,224

Down $3,406,991 (-12%) from 2017

Liabilities

Down

$10,052,098

Down $444,388 (-4.2%) from 2017

Revenue

Down

$6,923,533

Down $1,125,252 (-14%) from 2017

Expenses

Down

$10,867,685

Down $628,833 (-5.5%) from 2017

Net Income

Down

-$3,944,152

Down $496,419 (-14%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $34,750,476Liabilities 2010: $10,236,919Net Assets 2010: $24,513,5572010Assets 2011: $32,025,164Liabilities 2011: $10,249,769Net Assets 2011: $21,775,3952011Assets 2012: $31,840,816Liabilities 2012: $10,015,142Net Assets 2012: $21,825,6742012Assets 2013: $33,289,306Liabilities 2013: $10,063,983Net Assets 2013: $23,225,3232013Assets 2015: $43,197,946Liabilities 2015: $10,472,419Net Assets 2015: $32,725,5272015Assets 2017: $39,963,701Liabilities 2017: $10,496,486Net Assets 2017: $29,467,2152017Assets 2018: $36,112,322Liabilities 2018: $10,052,098Net Assets 2018: $26,060,2242018Assets 2019: $34,216,716Liabilities 2019: $9,616,129Net Assets 2019: $24,600,5872019Assets 2020: $32,140,542Liabilities 2020: $9,588,999Net Assets 2020: $22,551,5432020Assets 2021: $34,651,611Liabilities 2021: $8,898,825Net Assets 2021: $25,752,7862021Assets 2022: $32,791,745Liabilities 2022: $7,833,547Net Assets 2022: $24,958,1982022Assets 2023: $36,190,610Liabilities 2023: $7,164,664Net Assets 2023: $29,025,9462023

Highlighted filing

2018

Assets$36,112,322
Liabilities$10,052,098
Net Assets$26,060,224

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $7,461,9372010Expenses 2011: $8,587,0152011Expenses 2012: $6,816,2522012Revenue 2013: $7,287,160Expenses 2013: $6,781,697Net Income 2013: $505,4632013Revenue 2015: $21,217,451Expenses 2015: $9,692,668Net Income 2015: $11,524,7832015Revenue 2017: $8,048,785Expenses 2017: $11,496,518Net Income 2017: -$3,447,7332017Revenue 2018: $6,923,533Expenses 2018: $10,867,685Net Income 2018: -$3,944,1522018Revenue 2019: $7,946,640Expenses 2019: $9,404,857Net Income 2019: -$1,458,2172019Revenue 2020: $5,470,345Expenses 2020: $7,524,678Net Income 2020: -$2,054,3332020Revenue 2021: $6,661,464Expenses 2021: $5,781,562Net Income 2021: $879,9022021Revenue 2022: $7,244,660Expenses 2022: $6,688,180Net Income 2022: $556,4802022Revenue 2023: $10,079,782Expenses 2023: $6,134,018Net Income 2023: $3,945,7642023

Highlighted filing

2018

Revenue$6,923,533
Expenses$10,867,685
Net Income-$3,944,152
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 3, 2019
Return Version
2017v2.3
Gross Receipts
$7,280,835
Mission and Program Overview

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.

To inspire continuing public engagement with american constitutional self-government by bringing to life the home and contributions of james and dolley madison.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,836,663$21,394,304▼ $442,359
Investments Other Securities$10,621,923$11,063,378▲ $441,455
Pledges and Grants Receivable$4,949,614$1,204,226▼ $3,745,388
Cash and Non-Interest-Bearing Accounts$154,356$1,104,479▲ $950,123
Investments in Publicly Traded Securities$635,194--
Inventories for Sale or Use$256,886$271,225▲ $14,339
Savings and Temporary Cash Investments$207,026$120,338▼ $86,688
Prepaid Expenses and Deferred Charges$22,968$117,119▲ $94,151
Total Assets$39,963,701$36,112,322▼ $3,851,379
Other Assets Total$1,279,071$837,253▼ $441,818
Liabilities
Tax Exempt Bond Liabilities$8,996,266$9,002,222▲ $5,956
Other Liabilities$1,004,028$594,149▼ $409,879
Accounts Payable and Accrued Expenses$365,504$299,872▼ $65,632
Mortgage Notes Payable Secured by Investment Property$120,959$87,317▼ $33,642
Deferred Revenue$9,729$68,538▲ $58,809
Total Liabilities$10,496,486$10,052,098▼ $444,388
Net Assets / Fund Balance
Unrestricted Net Assets$13,819,992$12,644,527▼ $1,175,465
Temporarily Rstr Net Assets$11,516,323$9,284,797▼ $2,231,526
Permanently Rstr Net Assets$4,130,900$4,130,900→ $0
Total Net Assets Fund Balance$29,467,215$26,060,224▼ $3,406,991
Total Liabilities and Net Assets / Fund Balance$39,963,701$36,112,322▼ $3,851,379

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$16,035,731$6,359,834$22,395,565
Buildings$3,992,261$327,926$4,320,187
Equipment$937,123$1,318,898$2,256,021
Other Land Buildings$429,189$852,420$1,281,609
Other Securities$11,063,378--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$10,921,909$0▲ $808,100$430,880$11,258,902
2016$9,821,309$400,000▲ $1,161,653$435,851$10,921,909
2015$9,044,250$1,500,900▼ $251,899$440,280$9,821,309
2014$9,419,878$250,000▼ $177,366$410,395$9,044,250
2013$8,732,257$250,000▲ $654,978$197,860$9,419,878
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ms Kat ImhoffPresident & CEOFT$220,339$46,564$266,903
DR SEAN O'BRIENExecutive VP & COOFT$185,791$10,332$196,123
Dr Elizabeth Vassa ChewVP Museum ProgramsFT$165,347$6,614$171,961
Charles D SmithVP Constitution CenterFT$121,930$11,627$133,557
Ms Elizabeth H Von HassellDirector of Major GiftsFT$101,820$6,073$107,893

Highest Paid Contractors

ContractorServicesLocationCompensation
Northern Light ProductionsExhibit Production300 WESTERN AVENUE 2ND FLOOR, Boston, MA 02134$367,040
Mystic Scenic Studio INCExhibit Production293 LENOX STREET, Norwood, MA 02062$291,120
S3 Integration LLCSecurity System Upgrade3532 MAYLAND COURT, Henrico, VA 23233$196,697
Mobelux LLCWebsite Upgrades And Maintenance1635 W BROAD STREET, Richmond, VA 23220$194,975
Daniel J Edelman INCPublic Relations250 HUDSON STREET, New York, NY 10013$194,442
Revenue and Support

Revenue Composition

Contributions and Grants
$4,545,800
Program Service Revenue
$1,551,032
Investment Income
$269,006
Other Revenue
$557,695
All Other Contributions
$4,545,800
Change in Net Assets
$-3,944,152

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded18$681,774Fair Market Value
Total Noncash Contributions18$681,774-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,923,533
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$546,334
Total Revenue per Audited Statements
$7,469,867
Total Revenue per Form 990
$6,923,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,573,708
Other Expenses$5,293,977
Total Fundraising Expense$1,649,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,981,010$326,210$569,453$3,876,673
Depreciation Depletion$1,026,195$241,347$18,244$1,285,786
Other Employee Benefits$666,810$98,990$179,187$944,987
Fees for Services Other$739,415$62,315$129,142$930,872
Conferences and Meetings$397,107$33,001$253,840$683,948
Current Officers, Directors, Trustees, and Key Employees$132,070$103,779$188,686$424,535
Advertising$310,997$9,540$93,071$413,608
Payroll Taxes$237,044$32,741$57,728$327,513
All Other Expenses$195,966$51,932$40,223$288,121
Occupancy$261,845$7,601$7,516$276,962
Interest$248,984$7,110$2,154$258,248
Office Expenses$131,321$12,511$77,336$221,168
Travel$96,023$12,103$24,994$133,120
Insurance$116,096$3,291$1,025$120,412
Fees for Services Accounting$35,211$20,322$591$56,124
Fees for Services Legal-$451$5,917$6,368
Other Expenses$-664,683$-1,239$-1,023$-666,945
Total Functional Expenses$8,188,027$1,030,362$1,649,296$10,867,685

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,876,858
Expenses per Audited Statements$10,867,685
Total Expenses per Form 990$10,867,685
Expenses Not Reported on Form 990$9,173
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$116,245
Fundraising Direct Expenses$66,338
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolley Madison Legacy Luncheon$116,245$116,245$7,548$108,697
Total Events$116,245$116,245$66,338$49,907
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Wages and Vacation$371,534
Capital Lease Payable$124,284
Other Liabilities$62,598
Security Deposits$35,733

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEda of the County of Orange Virginia2013-06-27$9,100,000Refund of issuer's $9,100,000 variable rate tax exempt bond issued 12/16/04

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$9,100,000$9,100,000--

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

On behalf of the board, the finance committee receives, reviews, and discusses the 990 with management and the independent auditors. Subsequent to that, the foundation provides a draft copy of the 990 to all board members prior to filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy has been distributed to all members of the organization's board of directors and management personnel. Through their conscious efforts during the decision making process, the organization refrains from entering into transactions which are in violation of the policy. It is the continuing responsibility of the board, officers, and management employees to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the president of the foundation.

Form 990, Part VI, Section B, Line 15

The foundation's board of directors has a human resources committee that determines compensation for the president of the foundation. The committee reviews the compensation amounts paid by other local historical sites and non-profits before determining what level to set compensation for the foundation's president. For other officers and key employees, salary recommendations are made by the president.

Form 990, Part VI, Section C, Line 18

The foundation's 990 is stored on file in the main office. The custodian of the information will fax or send electronically these documents upon a specific request.

Form 990, Part VI, Section C, Line 19

The foundation keeps a public information file in the main office. The custodian of the documents will fax or send electronically these documents upon a specific request.

Filing and Contact Details

Filer

Filer Name
The Montpelier Foundation
EIN
31-1620682
Phone
5406722728
Address
PO BOX 911, ORANGE, VA 22960

Signing Officer

Name
Mr Doug Trout
Title
Executive Vice President
Phone
5406722728
Signed
2019-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Doug Trout
Formed
1998
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
174
Volunteers
82

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Matthew J Dean
Phone
4342962156
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest in trusts -1,128.

Form 990, Page 12, Line 2C

A draft copy of the foundation's audited financial statements are reviewed by the finance committee of the board of directors prior to acceptance. Also, the finance committee is responsible for the selecting of the independant auditors and oversight of the audit.

990 Part XI, Line 2B

The foundation's financial statements are audited annually on a consolidated basis. Supplemental consolidating schedules, for which a separate audit report is issued, are provided in the financial statements.

Schedule A, Part II

In a prior period, the foundation changed its fiscal year from a calendar year to a fiscal year ended june 30. The past five periods on the schedule a are as follows: 2017 - july 1, 2017 through june 30, 2018 2016 - july 1, 2016 through june 30, 2017 2015 - july 1, 2015 through june 30, 2016 2014 - july 1, 2014 through june 30, 2015 2013 - january 1, 2014 through june 30, 2014

Financial Statement Notes

PART III, LINE 1A:

Contributions and expenditures for works of art, historical treasures, and similar assets that are held as part of collections are not recognized as an asset in accordance with accounting standards. Cost for improvements to and restoration of the historic buildings and grounds are expensed when incurred in accordance with accounting standards.

PART III, LINE 4:

The foundation's collections consist of period furniture, art work, and other household items which are displayed in the home of james and dolley madison. These displays allow visitors to better understand their style and interests and glean an appreciation for what life was like for them at montpelier.

PART X, LINE 2:

The foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the foundation.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in beneficial interest in trusts -1,128. Fundraising expenses netted on 990 9,173.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses netted on 990 9,173.

Raw XML AppendixShowing 400 of 946 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0365504
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0299872
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INSPIRE CONTINUING PUBLIC ENGAGEMENT WITH AMERICAN CONSTITUTIONAL SELF-GOVERNMENT BY BRINGING TO LIFE THE HOME AND CONTRIBUTIONS OF JAMES AND DOLLEY MADISON.
IRS990/AdvertisingGrp/FundraisingAmt093071
IRS990/AdvertisingGrp/ManagementAndGeneralAmt09540
IRS990/AdvertisingGrp/ProgramServicesAmt0310997
IRS990/AdvertisingGrp/TotalAmt0413608
IRS990/AllOtherContributionsAmt04545800
IRS990/AllOtherExpensesGrp/FundraisingAmt040223
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt051932
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0195966
IRS990/AllOtherExpensesGrp/TotalAmt0288121
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE MONTPELIER FOUNDATION INC
IRS990/BooksInCareOfDetail/PhoneNum05406722728
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 911
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022960
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0154356
IRS990/CashNonInterestBearingGrp/EOYAmt01104479
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0188686
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0103779
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0132070
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0424535
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0253840
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt033001
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0397107
IRS990/ConferencesMeetingsGrp/TotalAmt0683948
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0367040
IRS990/ContractorCompensationGrp/CompensationAmt1291120
IRS990/ContractorCompensationGrp/CompensationAmt2196697
IRS990/ContractorCompensationGrp/CompensationAmt3194975
IRS990/ContractorCompensationGrp/CompensationAmt4194442
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 WESTERN AVENUE 2ND FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1293 LENOX STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt23532 MAYLAND COURT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31635 W BROAD STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4250 HUDSON STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NORWOOD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2HENRICO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3RICHMOND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002134
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd102062
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd223233
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd323220
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410013
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NORTHERN LIGHT PRODUCTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MYSTIC SCENIC STUDIO INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2S3 INTEGRATION LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MOBELUX LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4DANIEL J EDELMAN INC
IRS990/ContractorCompensationGrp/ServicesDesc0EXHIBIT PRODUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1EXHIBIT PRODUCTION
IRS990/ContractorCompensationGrp/ServicesDesc2SECURITY SYSTEM UPGRADE
IRS990/ContractorCompensationGrp/ServicesDesc3WEBSITE UPGRADES AND MAINTENANCE
IRS990/ContractorCompensationGrp/ServicesDesc4PUBLIC RELATIONS
IRS990/CostOfGoodsSoldAmt0290964
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04545800
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0269006
IRS990/CYOtherExpensesAmt05293977
IRS990/CYOtherRevenueAmt0557695
IRS990/CYProgramServiceRevenueAmt01551032
IRS990/CYRevenuesLessExpensesAmt0-3944152
IRS990/CYSalariesCompEmpBnftPaidAmt05573708
IRS990/CYTotalExpensesAmt010867685
IRS990/CYTotalFundraisingExpenseAmt01649296
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06923533
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd01
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt09729
IRS990/DeferredRevenueGrp/EOYAmt068538
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt018244
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0241347
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01026195
IRS990/DepreciationDepletionGrp/TotalAmt01285786
IRS990/Desc0MONTPELIER IS THE NATIONAL "MONUMENT" TO JAMES MADISON, ALLOWING THE PUBLIC TO VISIT AND LEARN ABOUT THE LIFE AND HISTORY OF MADISON, HIS WIFE DOLLEY, AND MONTPELIER'S ENSLAVED COMMUNITY. MONTPELIER SITS ON 2,650 ACRES OF AGRICULTURAL LAND, PASTURES, MEADOWS, TRAILS, OLD-GROWTH FOREST, FORMAL GARDENS, AND ARCHITECTURAL LANDSCAPING. TO INFORM ITS VISITORS, MONTPELIER OFFERS A VARIETY OF (I) DAILY AND SPECIALTY HOUSE TOURS: THE SIGNATURE TOUR, MADISON AND THE CONSTITUTION, DOLLEY MADISON AND THE WOMEN OF MONTPELIER, DISCOVERING MONTPELIER: A FAMILY FRIENDLY TOUR, MEET THE MADISONS, CIVIL WAR, AND PRIVATE TOURS; AND (II) OUTDOOR WALKING TOURS: MONTPELIER'S ENSLAVED COMMUNITY, THE HISTORIC LANDSCAPE, JOURNEY FROM SLAVERY TO FREEDOM, BIG WOODS WALK, WORKING WOODS WALK, AND CIVIL WAR TRAIL AND GILMORE FARM. THE DAVID M. RUBENSTEIN CENTER HOUSES THE DUPONT AND TREASURES OF MONTPELIER GALLERIES, THE EXCHANGE CAFE, THE POTTER THEATER, AND A MUSEUM SHOP THAT OFFERS LOCALLY-SOURCED PRODUCTS AND AN IMPRESSIVE BOOK SELECTION. OTHER AREAS ON THE PROPERTY THAT ARE OPEN TO THE PUBLIC INCLUDE THE ARCHAEOLOGY LAB AND ACTIVE ARCHAEOLOGICAL DIG SITES, THE MADISON FAMILY AND SLAVE CEMETERIES, MR. MADISON'S TEMPLE, CIVIL WAR HUTS AND TRAILS, THE GILMORE CABIN, AND THE 1910 TRAIN DEPOT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0174
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt07433019
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0591
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020322
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt035211
IRS990/FeesForServicesAccountingGrp/TotalAmt056124
IRS990/FeesForServicesLegalGrp/FundraisingAmt05917
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0451
IRS990/FeesForServicesLegalGrp/TotalAmt06368
IRS990/FeesForServicesOtherGrp/FundraisingAmt0129142
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt062315
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0739415
IRS990/FeesForServicesOtherGrp/TotalAmt0930872
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2235.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2335.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2435.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2535.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2635.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2246564
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2310332
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt246614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2511627
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt266073
IRS990/Form990PartVIISectionAGrp/PersonNm0MRS FLORENCE BRYAN FOWLKES
IRS990/Form990PartVIISectionAGrp/PersonNm1MS NANCY N CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm2MR ARTHUR H BRYANT JR
IRS990/Form990PartVIISectionAGrp/PersonNm3MR DENNIS A KERNAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MR LEIGH B MIDDLEDITCH JR
IRS990/Form990PartVIISectionAGrp/PersonNm5DR EUGENE W HICKOK
IRS990/Form990PartVIISectionAGrp/PersonNm6DR DENNIS M CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm7MRS GAIL SERFATY
IRS990/Form990PartVIISectionAGrp/PersonNm8MS PATRICIA CROWE
IRS990/Form990PartVIISectionAGrp/PersonNm9PROFESSOR JACK N RAKOVE
IRS990/Form990PartVIISectionAGrp/PersonNm10MR ROBERT A LEATH
IRS990/Form990PartVIISectionAGrp/PersonNm11MR FRANK QIU
IRS990/Form990PartVIISectionAGrp/PersonNm12PROFESSOR ALAN TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm13MS MARGARET H JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm14MS LINDA C GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm15MR JOHN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm16MR FRANCOIS L BAIRD
IRS990/Form990PartVIISectionAGrp/PersonNm17MR DAVID T DREIER
IRS990/Form990PartVIISectionAGrp/PersonNm18MR PAUL W EDMONDSON
IRS990/Form990PartVIISectionAGrp/PersonNm19MS STACEY ZOLT HARA
IRS990/Form990PartVIISectionAGrp/PersonNm20MR FRANK B ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm21MRS PAMELA F EDMONDS
IRS990/Form990PartVIISectionAGrp/PersonNm22MS KAT IMHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm23DR SEAN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm24DR ELIZABETH VASSA CHEW
IRS990/Form990PartVIISectionAGrp/PersonNm25CHARLES D SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm26MS ELIZABETH H VON HASSELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22220339
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23185791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24165347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25121930
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26101820
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN EMERITA
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE VP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP MUSEUM PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP CONSTITUTION CENTER
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF MAJOR GIFTS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt066338
IRS990/FundraisingGrossIncomeAmt0116245
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07280835
IRS990/GrossRentsGrp/RealAmt0164362
IRS990/GrossSalesOfInventoryAmt0634390
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01025
IRS990/InsuranceGrp/ManagementAndGeneralAmt03291
IRS990/InsuranceGrp/ProgramServicesAmt0116096
IRS990/InsuranceGrp/TotalAmt0120412
IRS990/InterestGrp/FundraisingAmt02154
IRS990/InterestGrp/ManagementAndGeneralAmt07110
IRS990/InterestGrp/ProgramServicesAmt0248984
IRS990/InterestGrp/TotalAmt0258248
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0256886
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0271225
IRS990/InvestmentIncomeGrp/ExclusionAmt0269006
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0269006
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010621923
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011063378
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0635194
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0102
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08859078
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021836663
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021394304
IRS990/LandBldgEquipCostOrOtherBssAmt030253382
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MONTPELIER EMBRACES ITS UNIQUE IDENTITY AS A MONUMENT TO JAMES MADISON, A MUSEUM OF AMERCIAN 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. AS THE LIFELONG HOME OF JAMES MADISON, FATHER OF THE CONSITUTION AND ARCHITECT OF THE BILL OF RIGHTS, MONTPELIER'S MISSION IS TO COMMUNICATE MADISON'S ROLE IN CREATING OUR MODERN, DEMOCRATIC GOVERNMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0120959
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt087317
IRS990/NetAssetsOrFundBalancesBOYAmt029467215
IRS990/NetAssetsOrFundBalancesEOYAmt026060224
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt049907
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt049907
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0334006
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0343426
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt09420
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0164362
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0164362

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$7.16$29.0$10.1$6.13$3.95
2022Detailed filing. Detailed filing data is available for this year.$32.8$7.83$25.0$7.24$6.69$0.56
2021Detailed filing. Detailed filing data is available for this year.$34.7$8.90$25.8$6.66$5.78$0.88
2020Detailed filing. Detailed filing data is available for this year.$32.1$9.59$22.6$5.47$7.52$2.05
2019Detailed filing. Detailed filing data is available for this year.$34.2$9.62$24.6$7.95$9.40$1.46
2018Detailed filing. Detailed filing data is available for this year.$36.1$10.1$26.1$6.92$10.9$3.94
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.0$10.5$29.5$8.05$11.5$3.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$10.5$32.7$21.2$9.69$11.5
2013Detailed filing. Detailed filing data is available for this year.$33.3$10.1$23.2$7.29$6.78$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$10.0$21.8$6.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$10.2$21.8$8.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$10.2$24.5$7.46