Civic Intelligence

Jefferson Scholars Foundation

990T • Fiscal year 2022 • EIN 31-1755873

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

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112 Clarke CourtCharlottesville, VA 22903

(434) 243-9029

Siviq Scores

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

Liabilities / Assets

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Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

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Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

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Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

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This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

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Revenue Growth

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Assets

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No earlier filing loaded for comparison.

Net Assets

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Liabilities

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Revenue

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Expenses

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Net Income

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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.

$1.0B$500M$0Assets 2013: $301,393,198Liabilities 2013: $48,651,905Net Assets 2013: $252,741,2932013Assets 2014: $344,642,318Liabilities 2014: $50,131,816Net Assets 2014: $294,510,5022014Assets 2015: $358,098,213Liabilities 2015: $54,620,134Net Assets 2015: $303,478,0792015Assets 2016: $349,638,149Liabilities 2016: $58,396,816Net Assets 2016: $291,241,3332016Assets 2017: $394,206,233Liabilities 2017: $57,480,950Net Assets 2017: $336,725,2832017Assets 2018: $424,436,388Liabilities 2018: $56,519,281Net Assets 2018: $367,917,1072018Assets 2019: $530,655,981Liabilities 2019: $59,489,992Net Assets 2019: $471,165,9892019Assets 2020: $547,483,075Liabilities 2020: $63,913,335Net Assets 2020: $483,569,7402020Assets 2021: $761,742,846Liabilities 2021: $67,723,707Net Assets 2021: $694,019,1392021Assets 2023: $764,689,436Liabilities 2023: $83,781,663Net Assets 2023: $680,907,7732023Assets 2025: $899,123,680Liabilities 2025: $93,503,377Net Assets 2025: $805,620,3032025

Latest loaded filing

2025

Assets$899,123,680
Liabilities$93,503,377
Net Assets$805,620,303

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2013: $16,018,9772013Revenue 2014: $12,887,060Expenses 2014: $15,956,396Net Income 2014: -$3,069,3362014Revenue 2015: $8,989,797Expenses 2015: $18,782,066Net Income 2015: -$9,792,2692015Revenue 2016: $13,299,521Expenses 2016: $16,709,781Net Income 2016: -$3,410,2602016Revenue 2017: $26,835,640Expenses 2017: $18,707,769Net Income 2017: $8,127,8712017Revenue 2018: $11,363,472Expenses 2018: $17,865,721Net Income 2018: -$6,502,2492018Revenue 2019: $106,985,067Expenses 2019: $21,531,318Net Income 2019: $85,453,7492019Revenue 2020: $18,860,748Expenses 2020: $20,517,300Net Income 2020: -$1,656,5522020Revenue 2021: $36,629,374Expenses 2021: $25,722,375Net Income 2021: $10,906,9992021Revenue 2023: $33,501,224Expenses 2023: $33,928,905Net Income 2023: -$427,6812023Revenue 2025: $36,641,682Expenses 2025: $39,581,142Net Income 2025: -$2,939,4602025

Latest loaded filing

2025

Revenue$36,641,682
Expenses$39,581,142
Net Income-$2,939,460
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of the jefferson scholars foundation is to serve the university of virginia by identifying, attracting, and nurturing individuals of extraordinary intellectual range and depth who possess the highest concomitant qualities of leadership, scholarship, and citizenship.the foundation administers the jefferson scholards and fellows program, which awards merit-based scholarships and fellowships that pay tuition fees, room and board, and other expected living expenses during the student's tenure at the university of virginia. The foundation awards scholarships to approximately 26 to 36 recipients in each entering undergraduate class and awards approximately 6 to 21 new graduate fellowships each year.

Filing and Contact Details

Filer

Filer Name
Jefferson Scholars Foundation
EIN
31-1755873
Phone
4342439029
Address
112 CLARKE COURT, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Robbyn L Callahan
Title
Director of Finance
Phone
4342439029
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Monte J Glanzer
Phone
4342962156
Raw XML Appendix127 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
IRS990T/BooksInCareOfDetail/PersonNm0ROBBYN L CALLAHAN
IRS990T/BooksInCareOfDetail/PhoneNum04342439029
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0112 CLARKE COURT
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd022903
IRS990T/BookValueAssetsEOYAmt0736040518
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IRS990T/EstimatedTaxPaymentsAmt093000
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IRS990T/ForeignTrustQuestionInd00
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IRS990T/OverpaymentSection/OverpaymentAmt0693
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0157
IRS990TScheduleA/OtherDeductionsAmt03778
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
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IRS990TScheduleA/TaxesAndLicensesAmt027831
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalInvestmentIncomeAmt00
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IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0468472
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1157
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt1710
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt1553
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS TAXABLE INCOME FROM PARTNERSHIP INVESTMENTS
IRS990TScheduleA/TradeOrBusinessDesc1DEBT FINANCED RENTAL INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0436863
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IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0436863
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IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0553
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt022500000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt020896581
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0710
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0710
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0553
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc0FOUNDATION HALL RENTA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0553
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt091564
IRS990T/TaxLessCreditsAmt091564
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt093000
IRS990T/TotalTaxAmt091564
IRS990T/TotalTaxComputationAmt091564
IRS990T/TotalUBTIAmt0436020
IRS990T/TotalUBTIBeforeNOLSpecificAmt0437020
IRS990T/TotalUBTIBeforeSection199AAmt0437020
IRS990T/TotalUBTIComputedAmt0437020
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04342439029
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON SCHOLARS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0311755873
ReturnHeader/Filer/PhoneNum04342439029
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 CLARKE COURT
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022903
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONTE J GLANZER
ReturnHeader/ReturnTs02022-11-14T14:53:14-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBBYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALLAHAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$899$93.5$806$36.6$39.6$2.94
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$765$83.8$681$33.5$33.9$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$762$67.7$694$36.6$25.7$10.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$547$63.9$484$18.9$20.5$1.66
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$531$59.5$471$107$21.5$85.5
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$424$56.5$368$11.4$17.9$6.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$394$57.5$337$26.8$18.7$8.13
2016Detailed filing. Detailed filing data is available for this year.$350$58.4$291$13.3$16.7$3.41
2015Detailed filing. Detailed filing data is available for this year.$358$54.6$303$8.99$18.8$9.79
2014Detailed filing. Detailed filing data is available for this year.$345$50.1$295$12.9$16.0$3.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$301$48.7$253$16.0