Civic Intelligence

The Corporation for Thomas Jefferson'S Poplar Forest

EIN 54-1258296 • 501(c)3 • Forest, VA

View Organization Page

Profile

To preserve thomas jefferson's personal retreat and plantation, to inspire exploration of his enduring legacy, and to tell the stories of the free and enslaved people who lived and worked at poplar forest.

P O Box 419Forest, VA 24551-0419

www.poplarforest.org

Siviq Scores

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

Liabilities / Assets

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.51x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$155,602

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

55th percentile

5.7%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

137%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$20,600,405

Up $1,104,463 (+5.7%) from 2023

Liabilities

Down

$2,072,832

Down $558,635 (-21%) from 2023

Net Assets

Up

$18,527,573

Up $1,663,098 (+9.9%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin86th percentile

Revenue

Up

$4,085,131

Up $2,359,054 (+137%) from 2023

Expenses

Up

$2,394,676

Up $153,088 (+6.8%) from 2023

Net Income

Up

$1,690,455

Up $2,205,966 (+428%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2010: $15,369,109Liabilities 2010: $1,145,268Net Assets 2010: $14,223,8412010Assets 2011: $15,226,376Liabilities 2011: $1,357,309Net Assets 2011: $13,869,0672011Assets 2012: $15,253,772Liabilities 2012: $1,612,914Net Assets 2012: $13,640,8582012Assets 2013: $15,003,006Liabilities 2013: $1,801,379Net Assets 2013: $13,201,6272013Assets 2014: $16,599,366Liabilities 2014: $2,001,369Net Assets 2014: $14,597,9972014Assets 2015: $17,008,446Liabilities 2015: $1,854,452Net Assets 2015: $15,153,9942015Assets 2016: $17,011,651Liabilities 2016: $1,809,208Net Assets 2016: $15,202,4432016Assets 2017: $17,561,899Liabilities 2017: $1,808,122Net Assets 2017: $15,753,7772017Assets 2018: $17,317,381Liabilities 2018: $2,117,592Net Assets 2018: $15,199,7892018Assets 2019: $17,868,802Liabilities 2019: $2,309,895Net Assets 2019: $15,558,9072019Assets 2020: $18,290,514Liabilities 2020: $2,360,423Net Assets 2020: $15,930,0912020Assets 2021: $19,309,738Liabilities 2021: $2,185,860Net Assets 2021: $17,123,8782021Assets 2022: $19,796,931Liabilities 2022: $2,553,668Net Assets 2022: $17,243,2632022Assets 2023: $19,495,942Liabilities 2023: $2,631,467Net Assets 2023: $16,864,4752023Assets 2024: $20,600,405Liabilities 2024: $2,072,832Net Assets 2024: $18,527,5732024

Highlighted filing

2024

Assets$20,600,405
Liabilities$2,072,832
Net Assets$18,527,573
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,858,0052010Expenses 2011: $1,806,2782011Expenses 2012: $2,044,6732012Revenue 2013: $1,326,671Expenses 2013: $1,922,042Net Income 2013: -$595,3712013Revenue 2014: $3,716,588Expenses 2014: $2,086,431Net Income 2014: $1,630,1572014Revenue 2015: $2,791,655Expenses 2015: $2,143,056Net Income 2015: $648,5992015Revenue 2016: $2,161,655Expenses 2016: $2,180,760Net Income 2016: -$19,1052016Revenue 2017: $2,361,355Expenses 2017: $2,013,364Net Income 2017: $347,9912017Revenue 2018: $1,686,551Expenses 2018: $2,104,881Net Income 2018: -$418,3302018Revenue 2019: $2,204,537Expenses 2019: $2,102,523Net Income 2019: $102,0142019Revenue 2020: $1,960,718Expenses 2020: $1,707,003Net Income 2020: $253,7152020Revenue 2021: $2,957,319Expenses 2021: $1,779,971Net Income 2021: $1,177,3482021Revenue 2022: $2,289,501Expenses 2022: $2,007,188Net Income 2022: $282,3132022Revenue 2023: $1,726,077Expenses 2023: $2,241,588Net Income 2023: -$515,5112023Revenue 2024: $4,085,131Expenses 2024: $2,394,676Net Income 2024: $1,690,4552024

Highlighted filing

2024

Revenue$4,085,131
Expenses$2,394,676
Net Income$1,690,455
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
$20,600,405
Liabilities
$2,072,832
Net assets
$18,527,573
Revenue
$4,085,131
Expenses
$2,394,676
Net income
$1,690,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$2.07$18.5$4.09$2.39$1.69
2023Detailed filing. Detailed filing data is available for this year.$19.5$2.63$16.9$1.73$2.24$0.52
2022Detailed filing. Detailed filing data is available for this year.$19.8$2.55$17.2$2.29$2.01$0.28
2021Detailed filing. Detailed filing data is available for this year.$19.3$2.19$17.1$2.96$1.78$1.18
2020Detailed filing. Detailed filing data is available for this year.$18.3$2.36$15.9$1.96$1.71$0.25
2019Detailed filing. Detailed filing data is available for this year.$17.9$2.31$15.6$2.20$2.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$17.3$2.12$15.2$1.69$2.10$0.42
2017Detailed filing. Detailed filing data is available for this year.$17.6$1.81$15.8$2.36$2.01$0.35
2016Detailed filing. Detailed filing data is available for this year.$17.0$1.81$15.2$2.16$2.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$17.0$1.85$15.2$2.79$2.14$0.65
2014Detailed filing. Detailed filing data is available for this year.$16.6$2.00$14.6$3.72$2.09$1.63
2013Detailed filing. Detailed filing data is available for this year.$15.0$1.80$13.2$1.33$1.92$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$1.61$13.6$2.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$1.36$13.9$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$1.15$14.2$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$5,350,266
Mission and Program Overview

Mission

To preserve thomas jefferson's personal retreat and plantation, to inspire exploration of his enduring legacy, and to tell the stories of the free and enslaved people who lived and worked at poplar forest.

The mission of the corporation for jefferson's poplar forest is to preserve, inspire, and tell the emerging story of thomas jefferson's poplar forest. We envision a restored poplar forest that ignites curiosity, understanding, and engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,337,199$16,164,271▼ $172,928
Investments in Publicly Traded Securities$2,133,294$1,865,891▼ $267,403
Cash and Non-Interest-Bearing Accounts$54,990$1,126,831▲ $1,071,841
Pledges and Grants Receivable$232,794$772,305▲ $539,511
Inventories for Sale or Use$82,514$85,600▲ $3,086
Savings and Temporary Cash Investments$96,884$84,318▼ $12,566
Intangible Assets$22,762$21,240▼ $1,522
Total Assets$19,495,942$20,600,405▲ $1,104,463
Other Assets Total$535,505$479,949▼ $55,556
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,364,447$1,855,846▼ $508,601
Accounts Payable and Accrued Expenses$267,020$216,986▼ $50,034
Total Liabilities$2,631,467$2,072,832▼ $558,635
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,333,301$16,486,536▲ $153,235
Net Assets With Donor Restrictions$531,174$2,041,037▲ $1,509,863
Total Net Assets Fund Balance$16,864,475$18,527,573▲ $1,663,098
Total Liabilities and Net Assets / Fund Balance$19,495,942$20,600,405▲ $1,104,463

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,100,598$5,944,017$11,044,615
Other Land Buildings$5,334,657$741,556$6,076,213
Land$5,667,799-$5,667,799
Equipment$61,217$546,825$608,042

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,230,178$7,000▲ $110,551$390,520$1,957,209
2023$2,125,670-▲ $187,787$83,279$2,230,178
2022$2,023,255$500,000▼ $320,747$76,838$2,125,670
2021$1,901,360-▲ $193,231$71,336$2,023,255
2020$1,754,514-▲ $216,230$69,384$1,901,360
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyson M RamseyPresident and CEOFT$137,684$17,918$155,602
Cole HardenDirector of Finance and AdFT$82,194$13,955$96,149

Board Members and Trustees

NameTitle
Francis B Teague IiiChair
Dr Kathryn M PumphreyPast Chair
Boyce BrannockVice Chair
Benjamin MarchiBoard of Directors
Dennis a DuttererBoard of Directors
Dr Wendy L TackettBoard of Directors
Gayle Jessup WhiteBoard of Directors
J Frederick ArmstrongBoard of Directors
John a ConstanceBoard of Directors
Kelvin MooreBoard of Directors
Kimbrough NashBoard of Directors
Michael C QuinnBoard of Directors
Michael J SchewelBoard of Directors
Permele RobinsonBoard of Directors
Remmel T DickinsonBoard of Directors
Robert SpillerBoard of Directors
Stephen H Watts IiBoard of Directors
Sterling a WilderBoard of Directors
T Henry Clarke VBoard of Directors
Temperance HutterBoard of Directors
Teresa HarrisBoard of Directors
William W SemonesBoard of Directors
Justin MccarthySecretary
Amy G RayTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Curtis GroupFundraising Consulting2512 SHEPHERDS LANE, Virginia Beach, VA 23454$133,910
Revenue and Support

Revenue Composition

Contributions and Grants
$3,220,912
Program Service Revenue
$446,658
Investment Income
$159,517
Other Revenue
$258,044
All Other Contributions
$2,273,207
Change in Net Assets
$1,690,455

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 Traded6$34,437Fair Market Value
Other Non Cash Contri Table36$11,949Fair Market Value
Cars and Other Vehicles1$10,000Fair Market Value
Other Non Cash Contri Table1$6,500Fair Market Value
Other Non Cash Contri Table1$4,645Fair Market Value
Total Noncash Contributions45$67,531-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,064,245
Revenue Not Reported on Financial Statements
$20,886
Revenue Not Reported on Form 990
$201,427
Total Revenue per Audited Statements
$4,265,672
Total Revenue per Form 990
$4,085,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,355,518
Salaries, Compensation, and Employee Benefits$1,039,158
Total Fundraising Expense$392,932
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$516,850$17,496$104,735$639,081
Depreciation Depletion$210,356$171,862$901$383,119
Fees for Services Other$47,662$153,587$135,695$336,944
Current Officers, Directors, Trustees, and Key Employees$71,199$118,487$53,866$243,552
Interest$134,641$-2,022-$132,619
Occupancy$57,524$24,467$10,577$92,568
Insurance$58,998$11,464$12,145$82,607
Payroll Taxes$48,443$11,202$13,065$72,710
Office Expenses$49,038$4,936$18,541$72,515
Advertising$71,168$7-$71,175
Other Employee Benefits$36,487$8,437$9,841$54,765
Travel$15,290$1,355$17,997$34,642
Pension Plan Contributions$19,354$4,476$5,220$29,050
Fees for Services Accounting-$23,000-$23,000
Fees for Service Investment Mgmnt Fees-$20,886-$20,886
Other Expenses$5,921$2,157$121$8,199
All Other Expenses$4,976$229-$5,205
Conferences and Meetings$2,257$360$44$2,661
Total Functional Expenses$1,425,948$575,796$392,932$2,394,676

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,602,574
Total Expenses per Form 990$2,394,676
Expenses per Audited Statements$2,373,790
Expenses Not Reported on Form 990$228,784
Expenses Not Reported on Financial Statements$20,886
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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
Audit committee
Yes
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
Yes
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 corporation distributes the 990 via email to the board members for their review in advance of filing the return.”

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

“The corporation monitors and enforces the policy by requiring the board members to reaffirm their understanding of the policy and disclose their financial interests each year. The policy includes procedures for determining and addressing conflicts of interest, as well as procedures for addressing violations of the policy itself.”

Form 990, Part VI, Section B, Line 15

“The corporation's president & ceo's compensation was determined through comparable data and through the consulting of an executive search firm.”

Form 990, Part VI, Section C, Line 19

“Financial statements and other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
THE CORPORATION FOR THOMAS JEFFERSON'S
EIN
54-1258296
Phone
4345251806
Address
P O BOX 419, FOREST, VA 24551-0419

Signing Officer

Name
Alyson M Ramsey
Title
President & CEO
Phone
4345251806
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyson M Ramsey
Formed
1983
Legal Domicile
Va
Voting Board Members
24
Independent Board Members
24
Employees
36
Volunteers
101

Preparer

Firm
Brown Edwards & Company Llp
Address
828 MAIN STREET SUITE 1401, LYNCHBURG, VA 24504
Preparer
Patrick Pittman
Phone
4349489000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 0. Management and general expenses 43,777. Fundraising expenses 0. Total expenses 43,777. Other professional fees: program service expenses 47,662. Management and general expenses 109,810. Fundraising expenses 135,695. Total expenses 293,167.”

Part XII, Line 2C

“The finance committee which consists of independent board members is responsible for oversight of the corporation's audit and selection of an independent certified public accountant.”

Financial Statement Notes

PART III, LINE 4:

“Part of the organization's collections fit into the restoration process (the antique tools are used to demonstrate the woodworking process). However, the majority of the collection is jefferson-era furniture and letters written by mr. Jefferson. The collections further the exempt purpose by educating the public about thomas jefferson and plantation life in colonial times.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost goods sold 79,226. Rental expenses netted on return 149,558.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted on return 149,558. Cost goods sold 79,226.”

Raw XML AppendixShowing 400 of 734 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/PersonNm4J FREDERICK ARMSTRONG
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF FINANCE AND AD
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IRS990/MissionDesc0TO PRESERVE THOMAS JEFFERSON'S PERSONAL RETREAT AND PLANTATION, TO INSPIRE EXPLORATION OF HIS ENDURING LEGACY, AND TO TELL THE STORIES OF THE FREE AND ENSLAVED PEOPLE WHO LIVED AND WORKED AT POPLAR FOREST.
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