Civic Intelligence

Jamestowne Society Inc

EIN 54-0964184 • 501(c)3 • Williamsburg, VA

Profile

To unite descendants of jamestown settlers prior to 1700, support archaelogical excavations at jamestown, provide educational programming and publications, conserve official documents from the colonial period, and promote the significance of historic jamestowne.

3901 Midlands RoadWilliamsburg, VA 23188

www.jamestowne.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $1M-$5M 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

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

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

Assets

Up

$2,544,491

Up $240,587 (+10%) from 2023

Liabilities

Down

$112,325

Down $500 (-0.4%) from 2023

Net Assets

Up

$2,432,166

Up $241,087 (+11%) from 2023

Revenue

Up

$491,201

Up $82,860 (+20%) from 2023

Expenses

Down

$383,210

Down $11,893 (-3.0%) from 2023

Net Income

Up

$107,991

Up $94,753 (+716%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,068,793Liabilities 2010: $63,843Net Assets 2010: $1,004,9502010Assets 2011: $1,105,546Liabilities 2011: $73,750Net Assets 2011: $1,031,7962011Assets 2013: $1,487,621Liabilities 2013: $80,625Net Assets 2013: $1,406,9962013Assets 2014: $1,689,517Liabilities 2014: $83,975Net Assets 2014: $1,605,5422014Assets 2015: $1,663,628Liabilities 2015: $88,175Net Assets 2015: $1,575,4532015Assets 2016: $1,824,222Liabilities 2016: $89,975Net Assets 2016: $1,734,2472016Assets 2017: $2,327,290Liabilities 2017: $95,075Net Assets 2017: $2,232,2152017Assets 2018: $1,888,904Liabilities 2018: $113,209Net Assets 2018: $1,775,6952018Assets 2019: $2,522,873Liabilities 2019: $119,259Net Assets 2019: $2,403,6142019Assets 2020: $1,823,890Liabilities 2020: $114,781Net Assets 2020: $1,709,1092020Assets 2021: $2,335,020Liabilities 2021: $114,262Net Assets 2021: $2,220,7582021Assets 2022: $2,087,362Liabilities 2022: $108,025Net Assets 2022: $1,979,3372022Assets 2023: $2,303,904Liabilities 2023: $112,825Net Assets 2023: $2,191,0792023Assets 2024: $2,544,491Liabilities 2024: $112,325Net Assets 2024: $2,432,1662024

Highlighted filing

2024

Assets$2,544,491
Liabilities$112,325
Net Assets$2,432,166

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $193,2682010Expenses 2011: $124,9872011Revenue 2013: $142,062Expenses 2013: $103,303Net Income 2013: $38,7592013Revenue 2014: $179,090Expenses 2014: $93,151Net Income 2014: $85,9392014Revenue 2015: $151,044Expenses 2015: $110,091Net Income 2015: $40,9532015Revenue 2016: $147,247Expenses 2016: $147,549Net Income 2016: -$3022016Revenue 2017: $234,305Expenses 2017: $207,606Net Income 2017: $26,6992017Revenue 2018: $42,757Expenses 2018: $237,083Net Income 2018: -$194,3262018Revenue 2019: $680,872Expenses 2019: $337,142Net Income 2019: $343,7302019Revenue 2020: $422,495Expenses 2020: $325,441Net Income 2020: $97,0542020Revenue 2021: $779,787Expenses 2021: $395,514Net Income 2021: $384,2732021Revenue 2022: $467,115Expenses 2022: $378,959Net Income 2022: $88,1562022Revenue 2023: $408,341Expenses 2023: $395,103Net Income 2023: $13,2382023Revenue 2024: $491,201Expenses 2024: $383,210Net Income 2024: $107,9912024

Highlighted filing

2024

Revenue$491,201
Expenses$383,210
Net Income$107,991

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.11$2.43$0.49$0.38$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.11$2.19$0.41$0.40$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.11$1.98$0.47$0.38$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.11$2.22$0.78$0.40$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.11$1.71$0.42$0.33$0.10
2019Summary only. Only limited summary data is available for this year.$2.52$0.12$2.40$0.68$0.34$0.34
2018Summary only. Only limited summary data is available for this year.$1.89$0.11$1.78$0.04$0.24$0.19
2017Summary only. Only limited summary data is available for this year.$2.33$0.10$2.23$0.23$0.21$0.03
2016Summary only. Only limited summary data is available for this year.$1.82$0.09$1.73$0.15$0.15$0.00
2015Summary only. Only limited summary data is available for this year.$1.66$0.09$1.58$0.15$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.69$0.08$1.61$0.18$0.09$0.09
2013Summary only. Only limited summary data is available for this year.$1.49$0.08$1.41$0.14$0.10$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.07$1.03$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.06$1.00$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$1,115,469
Mission and Program Overview

Mission

To unite descendants of jamestown settlers prior to 1700, support archaeological excavations at jamestown, provide educational programming and publications, conserve official documents from the colonial period, and promote the significance of historic jamestowne in the founding and shaping of our nation.

To unite descendants of jamestown settlers prior to 1700, support archaelogical excavations at jamestown, provide educational programming and publications, conserve official documents from the colonial period, and promote the significance of historic jamestowne in the founding and shaping of our nation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,710,874$1,901,805▲ $190,931
Land, Buildings, and Equipment, Net$438,403$430,540▼ $7,863
Cash and Non-Interest-Bearing Accounts$116,761$166,764▲ $50,003
Inventories for Sale or Use$22,515$27,436▲ $4,921
Prepaid Expenses and Deferred Charges$1,200$1,200→ $0
Total Assets$2,303,904$2,544,491▲ $240,587
Other Assets Total$14,151$16,746▲ $2,595
Liabilities
Accounts Payable and Accrued Expenses$112,825$112,325▼ $500
Total Liabilities$112,825$112,325▼ $500
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,048,292$2,258,920▲ $210,628
Net Assets Without Donor Restrictions$142,787$173,246▲ $30,459
Total Net Assets Fund Balance$2,191,079$2,432,166▲ $241,087
Total Liabilities and Net Assets / Fund Balance$2,303,904$2,544,491▲ $240,587

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$274,285$7,904$282,189
Land$138,684-$138,684
Other Land Buildings$3,893$29,473$33,366
Equipment$13,678$1,568$15,246

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$69,105-▲ $14,753-$76,833
2023$60,852-▲ $10,326-$69,105
2022$75,349-▼ $12,672-$60,852
2021$50,000$4,920▲ $22,759-$75,349
2020$50,000$13,205▼ $3,205-$50,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bonnie HofmeyerExecutive DirectorFT$62,275$62,275
Revenue and Support

Revenue Composition

Contributions and Grants
$388,390
Program Service Revenue
$0
Investment Income
$60,459
Other Revenue
$42,352
All Other Contributions
$276,268
Change in Net Assets
$107,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$155,572
Other Expenses$126,496
Salaries, Compensation, and Employee Benefits$101,142
Total Fundraising Expense$18,921
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,601--$144,601
Current Officers, Directors, Trustees, and Key Employees$31,137$31,137-$62,274
Other Salaries and Wages$12,289$12,289-$24,578
Advertising--$18,921$18,921
Occupancy$8,839$8,839-$17,678
Fees for Service Investment Mgmnt Fees-$16,220-$16,220
Depreciation Depletion-$11,631-$11,631
Grants to Domestic Individuals$10,971--$10,971
Office Expenses$5,357$5,357-$10,714
Insurance$8,967--$8,967
Conferences and Meetings$7,714--$7,714
Payroll Taxes$3,605$3,605-$7,210
Other Employee Benefits$3,540$3,540-$7,080
Fees for Services Accounting-$5,240-$5,240
Travel$2,004--$2,004
Other Expenses$1,422$686-$686
Total Functional Expenses$264,323$99,966$18,921$383,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jamestown Rediscovery FoundationJamestown, VA501(c)(3)SMITHFIELD RESCUE EXCAVATIONSWOMEN'S HISTORY PROGRAMS$100,000
Hf GroupGreensboro, NC-Surry County Missing Will Book 10$24,601
The Library of Virginia FoundationRichmond, VA501(c)(3)Brunswick Co. Chancery Scanning Project$20,000
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The society is comprised of members who descend from qualified jamestown ancestors who pay an application fee for lifetime membership.

Form 990, Part VI, Section A, Line 7A

Members may attend the fall membership meeting and vote on a slate of nominees for officer and council positions put forth by the nominating committee or by individual members.

Form 990, Part VI, Section A, Line 7B

Proposed changes to the bylaws must be approved by members at one of the semi-annual membership meetings.

Form 990, Part VI, Section A, Line 8B

Committee actions were not contemporaneously documented.

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

The first draft of the form 990, schedules and attachments are extensively reviewed by the governor and the executive director, and the tax preparer makes changes as instructed. The second draft of the form 990, schedules and attachments are provided to the executive committee, consisting of the officers and three members of council for final review. Additional changes are made by the tax preparer. The governor and executive director review the final draft prior to signature.

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

The society regularly and consistently monitors and enforces compliance with the conflict of interest policy.

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

The executive director's compensation is recommended by the compensation committee to the finance committee, which is responsible for prepairng the budget, which would include the recommended compensation for approval by the council.

Form 990, Part VI, Section C, Line 19

The governing documents, financial statements and form 990s are available for inspection at the office upon request.

Filing and Contact Details

Filer

Filer Name
Jamestowne Society Inc
EIN
54-0964184
Phone
8043531226
Address
3901 MIDLANDS ROAD, WILLIAMSBURG, VA 23188

Signing Officer

Name
Nancy Hill
Title
Governor
Phone
8043531226
Signed
2025-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Hill
Formed
1936
Legal Domicile
Va
Voting Board Members
31
Independent Board Members
30
Employees
2
Volunteers
410

Preparer

Firm
Beth Moore & Associates Cpas
Address
PO BOX 120547, NEWPORT NEWS, VA 23612
Preparer
Lisa Candella CPA
Phone
7572241174
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The society is exempt from income tax under section 501(c)(3) of the internal revenue code. Management believes that the society continues to satisfy the requirements of a tax-exempt organization at december 31, 2024. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the society has no uncertain income tax positions at december 31, 2021. The society's income tax returns are subject to examination by taxing authorities, generally for a period of three years from the date they were filed.

Part III, Line 4

The society has a collection of genealogical books received from donors during 2018 and valued at $11,269 by a contracted genealogist. The collection is used for research. The executive director is responsible for protecting and preserving the collection.

Part V, Line 4

The alice massey-nesbitt fellowship fund supports the completion of a graduate thesis or essay on the history and culture of virginia before 1700. Applicants may be candidates for graduate or doctoral degrees in any relevant discipline such as history, american studies, literature, archaeology, fine arts, etc.; if their research is devoted either exclusively or very substantially to colonial virginia prior to 1700. The fund must always maintain a minimum balance of $50,000.

Raw XML AppendixShowing 400 of 687 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/ActivityOrMissionDesc0TO UNITE DESCENDANTS OF JAMESTOWN SETTLERS PRIOR TO 1700, SUPPORT ARCHAELOGICAL EXCAVATIONS AT JAMESTOWN, PROVIDE EDUCATIONAL PROGRAMMING AND PUBLICATIONS, CONSERVE OFFICIAL DOCUMENTS FROM THE COLONIAL PERIOD, AND PROMOTE THE SIGNIFICANCE OF HISTORIC JAMESTOWNE IN THE FOUNDING AND SHAPING OF OUR NATION.
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IRS990/Desc0JAMESTOWN REDISCOVERY- AN ARCHAEOLOGICAL PROJECT OF JAMESTOWN REDISCOVERY INVESTIGATING THE REMAINS OF THE ORIGINAL ENGLISH SETTLEMENT AT JAMESTOWN ESTABLISHED IN THE VIRGINIA COLONY ON MAY 14, 1607. CRITICAL ARCHAEOLOGY: SMITHFIELD RESCUE EXCAVATIONS- THIS ARCHAEOLOGY DIG IS EXCAVATING ONE OF THE MOST THREATENED AREAS OF JAMESTOWN DUE TO CLIMATE-RELATED CHALLENGES. SMITHFIELD IS ONE OF THE LOWEST ELEVATION AREAS ON THE PROPERTY AND HAS ROUTINELY FLOODED DUE TO INCREASING STORM AND TIDAL EVENTS. STRUCTURAL FOOTPRINTS, BURIALS, AND THOUSANDS OF ARTIFACTS HAVE BEEN RECOVERED. TRIAL AND TRIBULATIONS: REINTERPRETING 17TH-CENTURY WOMEN'S HISTORY AT JAMESTOWN THIS PROJECT RESULTED IN FOUR NEW FIRST-PERSON WOMEN'S HISTORY PROGRAMS. THESE LIVING HISTORY PROGRAMS EXAMINES WOMEN'S PROPERTY RIGHTS, AND RELIGIOUS LIBERTIES THROUGH CHARACTER-DRIVEN INTERPRETATIONS OF SPECIFIC FIGURES LIKE LADY FRANCES BERKELEY, SARAH DRUMMOND, VIRGINIA FARRAR, AND ANNE FLETCHER.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
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IRS990/Form990PartVIISectionAGrp/PersonNm1SHARON RENNARD SOWDERS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN SHELTON MD
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL JAMES ELSTON
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM GRIFFTH
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNDON HOBBS HART III
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNE CAUSSIN HENNINGER
IRS990/Form990PartVIISectionAGrp/PersonNm7REV JAMES WILBUR BROWDER III
IRS990/Form990PartVIISectionAGrp/PersonNm8NANCY DURFLINGER LUKAS
IRS990/Form990PartVIISectionAGrp/PersonNm9HEYWARD CARITHERS HOSCH III
IRS990/Form990PartVIISectionAGrp/PersonNm10MARTHA CLEVELAND SOMMERCAMP
IRS990/Form990PartVIISectionAGrp/PersonNm11DEETTE DUPREE NESBITT
IRS990/Form990PartVIISectionAGrp/PersonNm12THOMAS BOULDIN LEITCH
IRS990/Form990PartVIISectionAGrp/PersonNm13REV DR ROY ABBOTT MARTIN JR
IRS990/Form990PartVIISectionAGrp/PersonNm14W HARRISON SCHROEDER ESQUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm15EDWARD BARRON WRIGHT JR
IRS990/Form990PartVIISectionAGrp/PersonNm16JERRY WILLIAM ZILLION
IRS990/Form990PartVIISectionAGrp/PersonNm17FLORENCE POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm19HARRISON RUFFIN TYLER
IRS990/Form990PartVIISectionAGrp/PersonNm20DYLAN BISHOP ESQUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm21BRANTLEY BOLLING KNOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm22ANN ATKINSON SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm23DR MICHAEL DAVID FROST
IRS990/Form990PartVIISectionAGrp/PersonNm24HARRY COLEMAN REDD III
IRS990/Form990PartVIISectionAGrp/PersonNm25DAVID ALLEN FURLOW
IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN RICHARD FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm27CAROLE CECILE GUNST
IRS990/Form990PartVIISectionAGrp/PersonNm28ANN WARREN WILKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm29RICHARD HOLMES KNIGHT JR
IRS990/Form990PartVIISectionAGrp/PersonNm30BONNIE HOFMEYER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY OF STATE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY OF THE TREASURY
IRS990/Form990PartVIISectionAGrp/TitleTxt3COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4AUDITOR-GENERAL
IRS990/Form990PartVIISectionAGrp/TitleTxt5REGISTRAR
IRS990/Form990PartVIISectionAGrp/TitleTxt6HISTORIAN/COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt8COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR EMERITA
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt20ATTORNEY-GENERAL
IRS990/Form990PartVIISectionAGrp/TitleTxt21LT. GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28COUNCILOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29PAST GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE DIRECTOR
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IRS990/MissionDesc0TO UNITE DESCENDANTS OF JAMESTOWN SETTLERS PRIOR TO 1700, SUPPORT ARCHAELOGICAL EXCAVATIONS AT JAMESTOWN, PROVIDE EDUCATIONAL PROGRAMMING AND PUBLICATIONS, CONSERVE OFFICIAL DOCUMENTS FROM THE COLONIAL PERIOD, AND PROMOTE THE SIGNIFICANCE OF HISTORIC JAMESTOWNE.
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IRS990/OtherExpensesGrp/Desc1PHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc2OTHER
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IRS990/OtherExpensesGrp/ProgramServicesAmt023877
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