Civic Intelligence

Jamestown Rediscovery Foundation

EIN 47-2945490 • 501(c)3 • Richmond, VA

Pub. 78 Eligible

Profile

Jamestown rediscovery foundation is committed to supporting the preservation, archaeological research, and promotion of historic jamestowne, the original site of the first english settlement in the americas, where three cultures--native american, european, and african--laid the foundation of american society.

204 West Franklin StreetRichmond, VA 23220

www.historicjamestowne.org

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.07x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

8.3%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$216,782

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

30%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,713,911

Up $404,920 (+18%) from 2023

Liabilities

Up

$194,580

Up $194,580 from 2023

Net Assets

Up

$2,519,331

Up $210,340 (+9.1%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin58th percentile

Revenue

Up

$2,527,854

Up $575,945 (+30%) from 2023

Expenses

Up

$2,319,116

Up $538,124 (+30%) from 2023

Net Income

Up

$208,738

Up $37,821 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $362,166Liabilities 2016: $0Net Assets 2016: $362,1662016Assets 2017: $730,768Liabilities 2017: $120,768Net Assets 2017: $610,0002017Assets 2018: $1,142,532Liabilities 2018: $371,150Net Assets 2018: $771,3822018Assets 2019: $1,077,155Liabilities 2019: $61,868Net Assets 2019: $1,015,2872019Assets 2020: $1,140,050Liabilities 2020: $428,781Net Assets 2020: $711,2692020Assets 2021: $1,500,201Liabilities 2021: $0Net Assets 2021: $1,500,2012021Assets 2022: $2,336,450Liabilities 2022: $207,309Net Assets 2022: $2,129,1412022Assets 2023: $2,308,991Liabilities 2023: $0Net Assets 2023: $2,308,9912023Assets 2024: $2,713,911Liabilities 2024: $194,580Net Assets 2024: $2,519,3312024

Highlighted filing

2024

Assets$2,713,911
Liabilities$194,580
Net Assets$2,519,331
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $563,843Expenses 2016: $201,677Net Income 2016: $362,1662016Revenue 2017: $1,172,892Expenses 2017: $925,058Net Income 2017: $247,8342017Revenue 2018: $1,605,822Expenses 2018: $1,444,440Net Income 2018: $161,3822018Revenue 2019: $1,838,058Expenses 2019: $1,594,153Net Income 2019: $243,9052019Revenue 2020: $1,323,239Expenses 2020: $1,627,257Net Income 2020: -$304,0182020Revenue 2021: $1,715,590Expenses 2021: $926,658Net Income 2021: $788,9322021Revenue 2022: $2,049,738Expenses 2022: $1,420,798Net Income 2022: $628,9402022Revenue 2023: $1,951,909Expenses 2023: $1,780,992Net Income 2023: $170,9172023Revenue 2024: $2,527,854Expenses 2024: $2,319,116Net Income 2024: $208,7382024

Highlighted filing

2024

Revenue$2,527,854
Expenses$2,319,116
Net Income$208,738
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,713,911
Liabilities
$194,580
Net assets
$2,519,331
Revenue
$2,527,854
Expenses
$2,319,116
Net income
$208,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.19$2.52$2.53$2.32$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.95$1.78$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.21$2.13$2.05$1.42$0.63
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.72$0.93$0.79
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.43$0.71$1.32$1.63$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.06$1.02$1.84$1.59$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.37$0.77$1.61$1.44$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.12$0.61$1.17$0.93$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.56$0.20$0.36
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$2,527,854
Mission and Program Overview

Mission

Jamestown rediscovery foundation is committed to supporting the preservation, archaeological research, and promotion of historic jamestowne, the original site of the first english settlement in the americas, where three cultures--native american, european, and african--laid the foundation of american society.

Jamestown rediscovery foundation is committed to supporting the preservation, (see schedule o) archaeological research, and promotion of historic jamestowne, the original site of the first english settlement in the americas, where three cultures--native american, european, and african--laid the foundation of american society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$508,995$1,536,449▲ $1,027,454
Cash and Non-Interest-Bearing Accounts$1,656,717$1,177,462▼ $479,255
Total Assets$2,308,991$2,713,911▲ $404,920
Other Assets Total$143,279$0▼ $143,279
Liabilities
Other Liabilities$0$194,580▲ $194,580
Total Liabilities$0$194,580▲ $194,580
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,125,293$1,325,537▲ $200,244
Net Assets With Donor Restrictions$1,183,698$1,193,794▲ $10,096
Total Net Assets Fund Balance$2,308,991$2,519,331▲ $210,340
Total Liabilities and Net Assets / Fund Balance$2,308,991$2,713,911▲ $404,920
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Mr James C ReaganChair
Mr Ronald L HurstChairman, Preservation Vir
Mr James P HornPresident
Dr Patricia BarryBoard Member
Mr Donald W BogusBoard Member
Mr James D PennyBoard Member
Mr Marc B SharpBoard Member
Mr Mark J RomanBoard Member
Mr Randall HawthorneBoard Member
Mr William D BarkerBoard Member
Ms Alice RybickiBoard Member
Ms Elaine E BogusBoard Member
Ms L Kay WilkinsonBoard Member
Ms Loretta J RomanBoard Member
Ms Marilyn L BrownBoard Member
Ms Shelby HawthorneBoard Member
Ms Denise KelloggDirector of Development
Ms Elizabeth S KostelnyCEO, Preservation Va
Dr William M KelsoEmeritus
Ms Wilma SharpSecretary
Ms Pamela PennyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,465,481
Program Service Revenue
$0
Investment Income
$43,430
Other Revenue
$18,943
All Other Contributions
$2,465,481
Change in Net Assets
$208,738

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$160,623Nyse
Total Noncash Contributions8$160,623-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,395,003
Salaries, Compensation, and Employee Benefits$647,766
Total Fundraising Expense$529,689
Other Expenses$276,347
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,395,003--$1,395,003
Other Salaries and Wages$20,583$178,268$215,875$414,726
Office Expenses$23,039$32,191$123,335$178,565
Current Officers, Directors, Trustees, and Key Employees$39,889$39,889$79,778$159,556
Conferences and Meetings-$4,792$64,070$68,862
Payroll Taxes$3,871$15,863$20,425$40,159
Other Employee Benefits$4,317$10,194$11,953$26,464
Information Technology-$2,672$4,900$7,572
Pension Plan Contributions$86$2,254$4,521$6,861
Fees for Services Other-$6,025-$6,025
Occupancy$714$2,198$2,387$5,299
Insurance-$3,841-$3,841
Travel-$1,238$2,445$3,683
Fees for Services Accounting-$2,500-$2,500
Total Functional Expenses$1,487,502$301,925$529,689$2,319,116
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Association for the Preservation of Va AntiquitiesRichmond, VA501(c)(3)Support Archaeological and Educational Programs at Historic Jamestowne.$1,395,003
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
Funds Due to Related Organization$194,580
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, Line 2

“Donald w. Bogus and elaine e. Bogus are spouses. Mark j. Roman and loretta j. Roman are spouses. James d. Penny and pamela penny are spouses. Marc b. Sharp and wilma sharp are spouses. Randall hawthorne and shelby hawthorne are spouses.”

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

“Form 990 was forwarded to the finance committee for review and input on draft. Then form 990 was posted on board repository for board member review. Board members were given 3 days to review.”

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

“If a board member has a conflict of interest they are recused from any decision making on an issue for which they have a conflict.”

Form 990, Part VI, Section B, Line 15

“The executive committee reviews salaries by comparing data from comparable organizations in comparable positions to determine the salary of the president. The documentation for analysis is saved with the form 990 support information. The treasurer and president reviewed salary and benefit survey information from comparable organizations to determine compensation of all staff which review was discussed and documented at the finance committee overseeing the budget for 2019. All staff have an annual review of their work performance.”

Form 990, Part VI, Section C, Line 19

“The jamestown rediscovery foundation makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Jamestown Rediscovery Foundation
EIN
47-2945490
Phone
8046481889
Address
204 WEST FRANKLIN STREET, RICHMOND, VA 23220

Signing Officer

Name
James P Horn
Title
President
Phone
8046481889
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James P Horn
Formed
2014
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
17
Employees
0
Volunteers
5

Preparer

Firm
Keiter Stephens Hurst Gary & Shreaves
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Jayme Mika
Phone
8047470000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management has evaluated the effect of guidance surrounding uncertain income tax positions and concluded that the organization has no significant financial statement exposure to uncertain income tax positions at june 30, 2024 and 2023. The organization is not currently under audit by any tax jurisdiction.”

Raw XML AppendixShowing 400 of 604 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/Desc0PRINCIPAL PROGRAM SERVICE ACCOMPLISHMENTS DURING 2023-24 INCLUDE (1) EXCAVATIONS IN THE AREA BEYOND THE NORTHERN BULWARK AND TO THE WEST OF THE 1607 FORT ; AN ASSESSMENT OF THE LOW-LYING AREAS OF THE SITE RELATED TO MITIGATING THE THREAT POSED BY CLIMATE CHANGE; AND THE DEVELOPMENT OF OUR BIOARCHAEOLOGY RESEARCH IN COLLABORATION WITH FORENSIC AND GENOMIC EXPERTS FROM THE UNIVERSITIES OF CONNECTICUT, BATH, UK, AND DARTMOUTH COLLEGE (2) THE ONGOING REORGANIZATION OF JAMESTOWN'S COLLECTIONS; CONSERVATION OF ARTIFACTS RETRIEVED FROM A C.1617-25 WELL; ANALYSIS OF FAUNAL MATERIAL; AND UPDATING OF OUR DIGITAL COLLECTIONS CATALOG. (3) ONSITE LIVING HISTORY PROGRAMS AND PUBLIC HISTORY TOURS FOCUSED ON THE ENGLISH AND THE POWHATANS, THE FIRST AFRICANS IN VIRGINIA, THE FIRST GENERAL ASSEMBLY AND THE RULE OF LAW, AND THE EXPERIENCES OF EARLY SETTLERS; HISTORIC TRADES FEATURED METAL-WORKING IN A NEWLY RECONSTRUCTED ONSITE WORKSHOP AS WELL AS WOOD WORKING AND EARLY BUILDING CONSTRUCTION TECHNIQUES. (4) THE DEVELOPMENT OF ONLINE MATERIALS, INCLUDING NEW WEB PAGES AND VIDEOS, SUPPORTING ARCHAEOLOGY, COLLECTIONS, CONSERVATION, EXHIBITS, PUBLIC TOURS, PRESENTATIONS, AND LIVING HISTORY PROGRAMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0MR WILLIAM D BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm1DR PATRICIA BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm2MR DONALD W BOGUS
IRS990/Form990PartVIISectionAGrp/PersonNm3MS ELAINE E BOGUS
IRS990/Form990PartVIISectionAGrp/PersonNm4MS MARILYN L BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5MR RANDALL HAWTHORNE
IRS990/Form990PartVIISectionAGrp/PersonNm6MS SHELBY HAWTHORNE
IRS990/Form990PartVIISectionAGrp/PersonNm7MR JAMES D PENNY
IRS990/Form990PartVIISectionAGrp/PersonNm8MS LORETTA J ROMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MR MARK J ROMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MS ALICE RYBICKI
IRS990/Form990PartVIISectionAGrp/PersonNm11MR MARC B SHARP
IRS990/Form990PartVIISectionAGrp/PersonNm12MS L KAY WILKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm13MR RONALD L HURST
IRS990/Form990PartVIISectionAGrp/PersonNm14MS ELIZABETH S KOSTELNY
IRS990/Form990PartVIISectionAGrp/PersonNm15DR WILLIAM M KELSO
IRS990/Form990PartVIISectionAGrp/PersonNm16MR JAMES P HORN
IRS990/Form990PartVIISectionAGrp/PersonNm17MR JAMES C REAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm18MS WILMA SHARP
IRS990/Form990PartVIISectionAGrp/PersonNm19MS PAMELA PENNY
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IRS990/Form990PartVIISectionAGrp/TitleTxt15EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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