Civic Intelligence

James Monroe Memorial Foundation

EIN 54-0676990 • 501(c)3 • Richmond, VA

Profile

Educational and Charitable

1021 East Cary Street Ste 2100Richmond, VA 23219

monroefoundation.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$191,178

Up $64,941 (+51%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$191,178

Up $64,941 (+51%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin86th percentile

Revenue

Up

$93,906

Up $41,477 (+79%) from 2022

Expenses

Up

$56,502

Up $19,378 (+52%) from 2022

Net Income

Up

$37,404

Up $22,099 (+144%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$800K$600K$400K$200K$0Assets 2010: $578,633Liabilities 2010: $0Net Assets 2010: $578,6332010Assets 2011: $616,036Liabilities 2011: $0Net Assets 2011: $616,0362011Assets 2012: $659,890Liabilities 2012: $0Net Assets 2012: $659,8902012Assets 2013: $552,917Liabilities 2013: $0Net Assets 2013: $552,9172013Assets 2014: $578,688Liabilities 2014: $0Net Assets 2014: $578,6882014Assets 2015: $575,827Liabilities 2015: $0Net Assets 2015: $575,8272015Assets 2016: $602,252Liabilities 2016: $0Net Assets 2016: $602,2522016Assets 2017: $441,675Liabilities 2017: $0Net Assets 2017: $441,6752017Assets 2018: $299,011Liabilities 2018: $0Net Assets 2018: $299,0112018Assets 2019: $272,145Liabilities 2019: $0Net Assets 2019: $272,1452019Assets 2020: $135,147Liabilities 2020: $0Net Assets 2020: $135,1472020Assets 2021: $118,983Liabilities 2021: $8,000Net Assets 2021: $110,9832021Assets 2022: $126,237Liabilities 2022: $0Net Assets 2022: $126,2372022Assets 2024: $191,178Liabilities 2024: $0Net Assets 2024: $191,1782024

Highlighted filing

2024

Assets$191,178
Liabilities$0
Net Assets$191,178
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $22,6312010Expenses 2011: $14,8402011Revenue 2012: $35,492Expenses 2012: $18,424Net Income 2012: $17,0682012Revenue 2013: $31,880Expenses 2013: $16,118Net Income 2013: $15,7622013Revenue 2014: $38,282Expenses 2014: $21,052Net Income 2014: $17,2302014Revenue 2015: $33,270Expenses 2015: $28,144Net Income 2015: $5,1262015Revenue 2016: $31,482Expenses 2016: $20,175Net Income 2016: $11,3072016Revenue 2017: $43,079Expenses 2017: $214,461Net Income 2017: -$171,3822017Revenue 2018: $46,089Expenses 2018: $172,574Net Income 2018: -$126,4852018Revenue 2019: $29,520Expenses 2019: $72,383Net Income 2019: -$42,8632019Revenue 2020: $32,120Expenses 2020: $156,943Net Income 2020: -$124,8232020Revenue 2021: $25,733Expenses 2021: $49,898Net Income 2021: -$24,1652021Revenue 2022: $52,429Expenses 2022: $37,124Net Income 2022: $15,3052022Revenue 2024: $93,906Expenses 2024: $56,502Net Income 2024: $37,4042024

Highlighted filing

2024

Revenue$93,906
Expenses$56,502
Net Income$37,404
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$191,178
Liabilities
$0
Net assets
$191,178
Revenue
$93,906
Expenses
$56,502
Net income
$37,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.94$0.57$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.52$0.37$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.08$1.11$0.26$0.50$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.32$1.57$1.25
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.30$0.72$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.46$1.73$1.26
2017Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.43$2.14$1.71
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.31$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.33$0.28$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.38$0.21$0.17
2013Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.32$0.16$0.16
2012Summary only. Only limited summary data is available for this year.$6.60$0.00$6.60$0.35$0.18$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.00$5.79$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 2, 2025
Return Version
2024v5.0
Gross Receipts
$93,906
Mission and Program Overview

Mission

Educational and Charitable

James monroe memorial foundation is an non-profit organizatioin provides education to preserve and promote the heriatge, views and principals of president james monroe.it works to spread an appreciation of james monroe and to honor the principles of government and righteousness exemplified in his life and in his work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,132$58,115▲ $56,983
Land, Buildings, and Equipment, Net$10,015$13,955▲ $3,940
Cash and Non-Interest-Bearing Accounts$28,327$11,659▼ $16,668
Total Assets$146,923$191,178▲ $44,255
Other Assets Total$107,449$107,449→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$146,923$191,178▲ $44,255
Total Net Assets Fund Balance$146,923$191,178▲ $44,255
Total Liabilities and Net Assets / Fund Balance$146,923$191,178▲ $44,255

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$47,484$47,484
Land$8,515-$8,515
Other Land Buildings$5,440$860$6,300
Equipment-$5,276$5,276
Other Assets Org$107,449--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
George W Thomas JrPresident
Alexander RawlesDirector
C L SigmonDirector
Cheryl B DavisDirector
David Martin TrebingDirector
Don BlakeDirector
Louis T MarchDirector
Mary a BroadbentDirector
Patrick McsweeneyDirector
Sara CoxDirector
Shelby ChandlerDirector
Gregory BurkettAssistant Ch
Ronald O WhiteChaplain
Kerry JohnsonSecretary
Peter E Broadbent JrSecretary
Brandon C TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,809
Program Service Revenue
$0
Investment Income
$497
Other Revenue
$18,600
All Other Contributions
$74,809
Change in Net Assets
$37,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,502
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$9,607--$9,607
Insurance-$5,246-$5,246
Advertising-$2,700-$2,700
All Other Expenses$650$1,542-$2,192
Fees for Services Other-$1,639-$1,639
Travel-$1,000-$1,000
Other Expenses$1,200$931-$931
Depreciation Depletion$860--$860
Fees for Services Accounting-$775-$775
Office Expenses-$62-$62
Total Functional Expenses$41,320$15,182$0$56,502
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 2

“Peter e broadbent mary a broadbent secretary director husband-wife”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“Reviewed in board meetings.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
James Monroe Memorial Foundation
EIN
54-0676990
Phone
8049642500
Address
1021 EAST CARY STREET STE 2100, RICHMOND, VA 23219

Signing Officer

Name
Brandon C Taylor
Title
Treasurer
Phone
8049642500
Signed
2025-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon C Taylor
Formed
1947
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
25

Preparer

Firm
Ad&a Cpas LLC
Address
3100 CLARENDON BLVD SUITE 200, ARLINGTON, VA 22201
Preparer
Amit Dhawan
Phone
7035177899
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“James monroe memorial foundation is a non-profit organization providing education to preserve and promote the heritage, views and principals of president james monroe”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES MONROE MEMORIAL FOUNDATION IS A NON-PROFIT ORGANIZATION PROVIDING EDUCATION TO PRESERVE AND PROMOTE THE HERITAGE, VIEWS AND PRINCIPALS OF PRESIDENT JAMES MONROE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PETER E BROADBENT MARY A BROADBENT SECRETARY DIRECTOR HUSBAND-WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED IN BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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