Civic Intelligence

James Monroe Memorial Foundation

990 • Fiscal year 2017 • EIN 54-0676990

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileMonroeFoundation.org
101 W Eleventh StreetRichmond, VA 23224-2213

(804) 231-1827

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-398%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$441,675

Down $160,577 (-27%) from 2016

Net Assets

Down

$441,675

Down $160,577 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

Up

$43,079

Up $11,597 (+37%) from 2016

Expenses

Up

$214,461

Up $194,286 (+963%) from 2016

Net Income

Down

-$171,382

Down $182,689 (-1616%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$441,675
Liabilities$0
Net Assets$441,675
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$43,079
Expenses$214,461
Net Income-$171,382
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$43,079
Mission and Program Overview

Mission

Educational and Charitable

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$602,252$441,675▼ $160,577
Investments in Publicly Traded Securities$484,309$310,778▼ $173,531
Cash and Non-Interest-Bearing Accounts$2,106$14,933▲ $12,827
Land, Buildings, and Equipment, Net$8,388$8,515▲ $127
Total Assets$602,252$441,675▼ $160,577
Other Assets Total$107,449$107,449→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$602,252$441,675▼ $160,577
Total Liabilities and Net Assets / Fund Balance$602,252$441,675▼ $160,577

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$47,484$47,484
Land$8,515-$8,515
Equipment-$5,276$5,276
Other Assets Org$107,449--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Helen M TaylorChairman Emeritus
George W Thomas JrPresident
Justin L LogsdonVice President
Peter Broadbent JrVice President and General Co
Alexander RawlesTrustee
Antonio MonroigTrustee
Deborah BrezinaTrustee
Elizabeth ColoradoTrustee
James LucierTrustee
Mary A BroadbentTrustee
Mary G LucierTrustee
Patrick McSweeneyTrustee
Gregory BurkettAssistant Chaplain
Kerry JohnsonAssistant Secretary
Art BuswellSecretary
Brandon C TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,450
Program Service Revenue
$0
Investment Income
$10,793
Other Revenue
$15,836
All Other Contributions
$16,450
Change in Net Assets
$-171,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,461
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$3,398--$3,398
Insurance-$2,691-$2,691
Other Expenses$2,052--$2,052
Conferences and Meetings$1,450--$1,450
Fees for Services Accounting-$605-$605
Information Technology-$119-$119
Fees for Services Other-$69-$69
Total Functional Expenses$210,977$3,484$0$214,461
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
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The annual accounting is examined by an independant accountant. Proposed adjustments are discussed with the President and Treasurer. The form 990 is prepared and sent to the Treasurer and President for exmination. Upon approval the return is filed with the IRS. Then a copy of the return is made available to each of the board members.”

Governing documents etc available to public Part VI line 19

“A copy of form 990 is posted on a public internet web site. Copies of governing documents and tax returns are available to the public on request.”

Filing and Contact Details

Filer

Filer Name
James Monroe Memorial Foundation
EIN
54-0676990
Address
101 W Eleventh Street, Richmond, VA 23224-2213

Signing Officer

Name
George W Thomas JR
Title
President
Phone
8042311827
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George W Thomas Jr
Formed
1947
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Todd Ofslager Acctg & Tax Svcs Inc
Address
11718 Heathmere Crescent, Midlothian, VA 23113
Preparer
Todd Ofslager
Phone
8048973420
Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Educational and Charitable
IRS990/AllOtherContributionsAmt016450
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Brandon C Taylor
IRS990/BooksInCareOfDetail/PhoneNum08042311827
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 W Eleventh Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Richmond
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0232242213
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02106
IRS990/CashNonInterestBearingGrp/EOYAmt014933
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01450
IRS990/ConferencesMeetingsGrp/TotalAmt01450
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016450
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010793
IRS990/CYOtherExpensesAmt0214461
IRS990/CYOtherRevenueAmt015836
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-171382
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0214461
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043079
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The aims of the Foundation are: to spread an appreciation of James Monroe and to honor the principles of just government and righteousness exemplified in his life and in his work. In particular, the Foundation dedicates itself to strengthening the adherence of all Americans to the views expressed by him in the Monroe Doctrine and other documents.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0210977
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0605
IRS990/FeesForServicesAccountingGrp/TotalAmt0605
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt069
IRS990/FeesForServicesOtherGrp/TotalAmt069
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0George W Thomas Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Justin L Logsdon
IRS990/Form990PartVIISectionAGrp/PersonNm2Deborah Brezina
IRS990/Form990PartVIISectionAGrp/PersonNm3Peter Broadbent Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4James Lucier
IRS990/Form990PartVIISectionAGrp/PersonNm5Patrick McSweeney
IRS990/Form990PartVIISectionAGrp/PersonNm6Antonio Monroig
IRS990/Form990PartVIISectionAGrp/PersonNm7Art Buswell
IRS990/Form990PartVIISectionAGrp/PersonNm8Brandon C Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm9Helen M Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm10Kerry Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm11Mary G Lucier
IRS990/Form990PartVIISectionAGrp/PersonNm12Elizabeth Colorado
IRS990/Form990PartVIISectionAGrp/PersonNm13Alexander Rawles
IRS990/Form990PartVIISectionAGrp/PersonNm14Mary A Broadbent
IRS990/Form990PartVIISectionAGrp/PersonNm15Gregory Burkett
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President and General Co
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt10Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Assistant Chaplain
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt043079
IRS990/GrossRentsGrp/RealAmt015836
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0119
IRS990/InformationTechnologyGrp/TotalAmt0119
IRS990/InsuranceGrp/ManagementAndGeneralAmt02691
IRS990/InsuranceGrp/TotalAmt02691
IRS990/InvestmentIncomeGrp/ExclusionAmt010793
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010793
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0484309
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0310778
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt052760
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08388
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08515
IRS990/LandBldgEquipCostOrOtherBssAmt061275
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Educational and Charitable
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0602252
IRS990/NetAssetsOrFundBalancesEOYAmt0441675
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt015836
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015836
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010678
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt03398
IRS990/OccupancyGrp/TotalAmt03398
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0107449
IRS990/OtherAssetsTotalGrp/EOYAmt0107449
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Monroe Birthplace Expense
IRS990/OtherExpensesGrp/Desc2Taxes
IRS990/OtherExpensesGrp/ProgramServicesAmt0737
IRS990/OtherExpensesGrp/ProgramServicesAmt1203340
IRS990/OtherExpensesGrp/ProgramServicesAmt22052
IRS990/OtherExpensesGrp/TotalAmt0737
IRS990/OtherExpensesGrp/TotalAmt1203340
IRS990/OtherExpensesGrp/TotalAmt22052
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0George W Thomas Jr
IRS990/PriorPeriodAdjustmentsAmt0127
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02925
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013032
IRS990/PYOtherExpensesAmt020175
IRS990/PYOtherRevenueAmt015525
IRS990/PYRevenuesLessExpensesAmt011307
IRS990/PYTotalExpensesAmt020175
IRS990/PYTotalRevenueAmt031482
IRS990/ReconcilationRevenueExpnssAmt0-171382
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt015836
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0602252
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0441675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010793
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015469
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073955
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015836
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015128
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014786
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014496
IRS990ScheduleA/OtherIncome170Grp/TotalAmt075771
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15150
IRS990ScheduleA/PublicSupportPY170Pct00.09500
IRS990ScheduleA/PublicSupportTotal170Amt028263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01915
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028263
IRS990ScheduleA/TotalSupportAmt0186530
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt08541
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt08541
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt047484
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt047484
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05276
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05276
IRS990ScheduleD/LandGrp/BookValueAmt08515
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08515
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0107449
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Manuscripts
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08515
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0107449
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The annual accounting is examined by an independant accountant. Proposed adjustments are discussed with the President and Treasurer. The form 990 is prepared and sent to the Treasurer and President for exmination. Upon approval the return is filed with the IRS. Then a copy of the return is made available to each of the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of form 990 is posted on a public internet web site. Copies of governing documents and tax returns are available to the public on request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0602252
IRS990/TotalAssetsEOYAmt0441675
IRS990/TotalAssetsGrp/BOYAmt0602252
IRS990/TotalAssetsGrp/EOYAmt0441675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016450
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210977
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214461
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0602252
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0441675
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0210977
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010793
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015836
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043079
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0602252
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0441675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,675
Liabilities
$0
Net assets
$441,675
Revenue
$43,079
Expenses
$214,461
Net income
-$171,382
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