Civic Intelligence

Montpelier Foundation

990T • Fiscal year 2025 • EIN 31-1620682

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 05, 2026

Organization ProfileWWW.MONTPELIER.ORG

View Organization Page

P O Box 911Orange, VA 22960

(540) 672-2728

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2023

Assets$36,190,610
Liabilities$7,164,664
Net Assets$29,025,946
Open 2023 Filing

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

Latest loaded filing

2023

Revenue$10,079,782
Expenses$6,134,018
Net Income$3,945,764
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 5, 2026
Return Version
2024v5.5
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.

Filing and Contact Details

Filer

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

Signing Officer

Name
Krista Costello
Title
Interim President and CEO
Phone
5406722728
Signed
2026-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Matthew J Dean
Phone
4342962156
Raw XML Appendix104 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
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IRS4562/TotalDepreciationAmt0173
IRS990T/AvlblPre2018NOLCarryoverAmt04723
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum05406722728
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 911
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd022960
IRS990T/BookValueAssetsEOYAmt037162307
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
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IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
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IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0459420
IRS990TScheduleA/AdditionalSection263ACostsAmt00
IRS990TScheduleA/BeginningOfYearInventoryAmt06168
IRS990TScheduleA/CostOfGoodsSoldAmt012673
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/DepreciationNetAmt0173
IRS990TScheduleA/EmployeeBenefitProgramAmt01123
IRS990TScheduleA/EndOfYearInventoryAmt08075
IRS990TScheduleA/GrossProfitAmt08211
IRS990TScheduleA/GrossReceiptsOrSalesAmt020884
IRS990TScheduleA/InventoryValuationMethodCd0INVENTORIES AT COST
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt020884
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherCostsAmt00
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IRS990TScheduleA/PurchasesAmt014580
IRS990TScheduleA/SalariesAndWagesAmt06259
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IRS990TScheduleA/TotalDeductionSetAsidesAmt00
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IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt08211
IRS990TScheduleA/TotUnrltTrdBusIncmAmt08211
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0GIFT SHOP SALES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3765
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3765
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA COSTELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05406722728
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-05
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ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0311620682
ReturnHeader/Filer/PhoneNum05406722728
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 911
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022960
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540618213
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J DEAN
ReturnHeader/ReturnTs02026-03-06T08:54:38-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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