Civic Intelligence

Jamestown Foundation

EIN 36-3266722 • 501(c)3 • Washington, DC

Pub. 78 Eligible

Profile

To conduct research and analysis concerning conflict and instability in eurasia for the education of the public.

1310 L Street NW 810Washington, DC 20005

www.jamestown.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,744,661

Down $368,720 (-12%) from 2022

Liabilities

Up

$700,007

Up $587,985 (+525%) from 2022

Net Assets

Down

$2,044,654

Down $956,705 (-32%) from 2022

Revenue

Down

$619,825

Down $964,714 (-61%) from 2022

Expenses

Up

$1,610,066

Up $454,676 (+39%) from 2022

Net Income

Down

-$990,241

Down $1,419,390 (-331%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,889,870Liabilities 2010: $81,842Net Assets 2010: $1,808,0282010Assets 2011: $1,552,494Liabilities 2011: $49,868Net Assets 2011: $1,502,6262011Assets 2012: $2,066,636Liabilities 2012: $80,473Net Assets 2012: $1,986,1632012Assets 2013: $1,687,156Liabilities 2013: $92,173Net Assets 2013: $1,594,9832013Assets 2014: $2,328,293Liabilities 2014: $72,581Net Assets 2014: $2,255,7122014Assets 2015: $2,330,093Liabilities 2015: $84,381Net Assets 2015: $2,245,7122015Assets 2016: $2,575,337Liabilities 2016: $85,148Net Assets 2016: $2,490,1892016Assets 2017: $2,313,244Liabilities 2017: $122,324Net Assets 2017: $2,190,9202017Assets 2018: $2,611,876Liabilities 2018: $129,318Net Assets 2018: $2,482,5582018Assets 2019: $2,525,815Liabilities 2019: $125,147Net Assets 2019: $2,400,6682019Assets 2020: $2,953,197Liabilities 2020: $137,072Net Assets 2020: $2,816,1252020Assets 2021: $2,701,717Liabilities 2021: $101,719Net Assets 2021: $2,599,9982021Assets 2022: $3,113,381Liabilities 2022: $112,022Net Assets 2022: $3,001,3592022Assets 2023: $2,744,661Liabilities 2023: $700,007Net Assets 2023: $2,044,6542023

Highlighted filing

2023

Assets$2,744,661
Liabilities$700,007
Net Assets$2,044,654

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,175,3432010Expenses 2011: $1,142,8022011Expenses 2012: $1,089,7102012Revenue 2013: $980,224Expenses 2013: $1,371,492Net Income 2013: -$391,2682013Revenue 2014: $1,756,537Expenses 2014: $1,095,674Net Income 2014: $660,8632014Revenue 2015: $1,217,518Expenses 2015: $1,227,730Net Income 2015: -$10,2122015Revenue 2016: $1,629,703Expenses 2016: $1,383,854Net Income 2016: $245,8492016Revenue 2017: $926,797Expenses 2017: $1,220,814Net Income 2017: -$294,0172017Revenue 2018: $1,443,372Expenses 2018: $1,149,704Net Income 2018: $293,6682018Revenue 2019: $1,097,853Expenses 2019: $1,190,339Net Income 2019: -$92,4862019Revenue 2020: $1,521,001Expenses 2020: $1,115,529Net Income 2020: $405,4722020Revenue 2021: $854,882Expenses 2021: $1,089,432Net Income 2021: -$234,5502021Revenue 2022: $1,584,539Expenses 2022: $1,155,390Net Income 2022: $429,1492022Revenue 2023: $619,825Expenses 2023: $1,610,066Net Income 2023: -$990,2412023

Highlighted filing

2023

Revenue$619,825
Expenses$1,610,066
Net Income-$990,241

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.70$2.04$0.62$1.61$0.99
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.11$3.00$1.58$1.16$0.43
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.10$2.60$0.85$1.09$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.14$2.82$1.52$1.12$0.41
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.13$2.40$1.10$1.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.13$2.48$1.44$1.15$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.12$2.19$0.93$1.22$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.09$2.49$1.63$1.38$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.08$2.25$1.22$1.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.07$2.26$1.76$1.10$0.66
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.09$1.59$0.98$1.37$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.08$1.99$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.05$1.50$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.08$1.81$1.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$631,314
Mission and Program Overview

Mission

To conduct research and analysis concerning conflict and instability in eurasia for the education of the public.

To conduct research and analysis concerning conflict and instability in eurasia for public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,436,167$2,087,135▼ $349,032
Investments in Publicly Traded Securities$130,746$175,140▲ $44,394
Inventories for Sale or Use$9,111$9,472▲ $361
Pledges and Grants Receivable$488,250$7,500▼ $480,750
Prepaid Expenses and Deferred Charges$5,578$6,756▲ $1,178
Accounts Receivable$751$2,788▲ $2,037
Land, Buildings, and Equipment, Net$4,121$2,691▼ $1,430
Total Assets$3,113,381$2,744,661▼ $368,720
Other Assets Total$38,657$453,179▲ $414,522
Liabilities
Other Liabilities$30,506$447,673▲ $417,167
Accounts Payable and Accrued Expenses$81,516$252,334▲ $170,818
Total Liabilities$112,022$700,007▲ $587,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,041,023$1,695,551▼ $345,472
Net Assets With Donor Restrictions$960,336$349,103▼ $611,233
Total Net Assets Fund Balance$3,001,359$2,044,654▼ $956,705
Total Liabilities and Net Assets / Fund Balance$3,113,381$2,744,661▼ $368,720

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,691$61,222$63,913
Other Assets Org$447,080--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glen E HowardPresident/CEO - FormerFT$259,765$144,761$404,526
Peter MattisPresidentFT$80,769-$80,769

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$601,977
Program Service Revenue
$0
Investment Income
$17,935
Other Revenue
$-87
All Other Contributions
$601,977
Change in Net Assets
$-990,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$619,825
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,025
Total Revenue per Audited Statements
$664,850
Total Revenue per Form 990
$619,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$849,073
Other Expenses$760,993
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$411,966$66,328-$478,294
Other Salaries and Wages$200,544$204,431-$404,975
Current Officers, Directors, Trustees, and Key Employees$202,324$202,202-$404,526
Fees for Services Legal-$97,534-$97,534
Occupancy$35,866$35,525-$71,391
Fees for Services Accounting-$49,138-$49,138
Payroll Taxes$22,991$11,561-$34,552
Travel$19,952$2,682-$22,634
Office Expenses$12,800$6,129-$18,929
Information Technology$5,550$969-$6,519
Other Employee Benefits$2,995$2,025-$5,020
Conferences and Meetings$2,922--$2,922
Depreciation Depletion$1,667$528-$2,195
Insurance$1,092$1,082-$2,174
Other Expenses$2,223$1,388-$1,388
Total Functional Expenses$926,390$683,676$0$1,610,066

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,621,555
Expenses per Audited Statements$1,610,066
Total Expenses per Form 990$1,610,066
Expenses Not Reported on Form 990$11,489
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Maturities of Operating Lease Liability$447,673
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The form 990 is distributed to the president, treasurer, and the board for review before it is filed.

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

This is reviewed at the annual board meeting.

Form 990, Part VI, Section B, Line 15A

This is determined by reviewing salary of comparable positions in the industry.

Form 990, Part VI, Section C, Line 19

Governing documents and form 990 are available for public inspection without charge at the organization's principal office during regular business hours. A copy will be provided without charge other than a reasonable fee to cover copying and postage, of any return/document required to be made available for public inspection to any individual who makes a request for such copy in person or writing.

Filing and Contact Details

Filer

Filer Name
Jamestown Foundation
EIN
36-3266722
Phone
2024838888
Address
1310 L STREET NW 810, WASHINGTON, DC 20005

Signing Officer

Name
Glen Howard
Title
President
Phone
2024838888
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Mattis
Formed
1983
Legal Domicile
Il
Voting Board Members
18
Independent Board Members
18
Employees
8
Volunteers
18

Preparer

Firm
Dembo Jones Pc
Address
6116 EXECUTIVE BLVD SUITE 500, NORTH BETHESDA, MD 20852
Preparer
David J Sherdel CPA
Phone
3017705100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 411,966. Management and general expenses 66,328. Fundraising expenses 0. Total expenses 478,294.

Financial Statement Notes

PART X, LINE 2:

Jamestown is exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code and has been classified as an organization that is not a private foundation. Contributions to jamestown qualify for charitable contribution deductions. Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. There was no unrelated business income for the year ended december 31, 2023. Accounting principles generally accepted in the united states of america require jamestown to evaluate tax positions taken and recognize a tax liability if it is more likely than not that uncertain tax positions taken would not be sustained upon examination by taxing authorities. Jamestown has analyzed tax positions taken and has concluded that, as of and for the year ended december 31, 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. Jamestown had no interest or penalties related to income taxes during 2023. Jamestown is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Jamestown's federal and state income tax returns are subject to examination by the internal revenue service and state tax authorities, generally for a period of three years after the returns are filed.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 11,489.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 11,489.

Raw XML AppendixShowing 400 of 557 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT/CEO - FORMER
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IRS990/ProgSrvcAccomActy3Grp/Desc0TERRORISM MONITOR IS THE ONLY BI-WEEKLY PUBLICATION IN CIRCULATION DEDICATED TO EXAMINING THE COUNTER-TERRORISM STRUGGLE BY THE US AND ITS ALLIES AGAINST AL-QAEDA AND ITS OFF-SHOOTS AROUND THE WORLD.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS

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