Civic Intelligence

Montpelier Descendants Committee

EIN 86-3558157 • 501(c)3 • Orange, VA

Profile

Honoring the heritage of our ancestors, who were enslaved at several historic plantations in Central Virginia, including but not l imited to James Madison's Montpelier. We seek to educate our community and the general public about the contributions of our ancestors to the founding of the country through a series of public programs, events, research and communications.

130 Caroline StreetOrange, VA 22960

www.montpelierdescendants.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

3.22x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

3rd percentile

-1079%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

96th percentile

$66,541

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 604.5% of source-year revenue.

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

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-95%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$233,229

Down $85,323 (-27%) from 2023

Liabilities

Up

$35,498

Up $33,435 (+1621%) from 2023

Net Assets

Down

$197,731

Down $118,758 (-38%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$11,008

Down $219,010 (-95%) from 2023

Expenses

Up

$129,766

Up $118,355 (+1037%) from 2023

Net Income

Down

-$118,758

Down $337,365 (-154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$300K$200K$100K$0Assets 2021: $51,771Liabilities 2021: $1,016Net Assets 2021: $50,7552021Assets 2022: $99,149Liabilities 2022: $1,267Net Assets 2022: $97,8822022Assets 2023: $318,552Liabilities 2023: $2,063Net Assets 2023: $316,4892023Assets 2024: $233,229Liabilities 2024: $35,498Net Assets 2024: $197,7312024

Highlighted filing

2024

Assets$233,229
Liabilities$35,498
Net Assets$197,731
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2021: $52,255Expenses 2021: $1,500Net Income 2021: $50,7552021Revenue 2022: $75,000Expenses 2022: $27,873Net Income 2022: $47,1272022Revenue 2023: $230,018Expenses 2023: $11,411Net Income 2023: $218,6072023Revenue 2024: $11,008Expenses 2024: $129,766Net Income 2024: -$118,7582024

Highlighted filing

2024

Revenue$11,008
Expenses$129,766
Net Income-$118,758
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$233,229
Liabilities
$35,498
Net assets
$197,731
Revenue
$11,008
Expenses
$129,766
Net income
-$118,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.35$1.98$0.11$1.30$1.19
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.02$3.16$2.30$0.11$2.19
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$0.75$0.28$0.47
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.52$0.02$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 20, 2026
Return Version
2024v5.2
Gross Receipts
$11,008
Mission and Program Overview

Mission

Honoring the heritage of our ancestors, who were enslaved at several historic plantations in Central Virginia, including but not l imited to James Madison's Montpelier. We seek to educate our community and the general public about the contributions of our ancestors to the founding of the country through a series of public programs, events, research and communications.

Program Services

DescriptionGrantsExpenses
Build a model for descendant engagement at historic sites that is rooted in best practices for historical research, community dialogue, exhibition design, and historic preservation.-$30,893
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George Monroe JrExecutive DirectorFT$62,347$4,194$66,541
Lawrence Walker SrPresident-$0--
Henry AnglinDirector-$0--
Patricia J McDanielDirector-$0--
Pandora JohnsonSecretary-$0--
Rashida KirtonTreasurer-$0--
Barbara WhiteVice President-$0--
Iris Carter FordDirector-$0--
Michael Carter JrDirector-$0--
Filing and Contact Details

Filer

Filer Name
Montpelier Descendants Committee
EIN
86-3558157
Phone
5405133113
Address
130 Caroline Street, Orange, VA 22960

Signing Officer

Name
Lawrence Walker Sr
Title
President
Signed
2026-01-20
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $826”

Other Expenses.1007

“Conferences, Conventions, and Meetings $650”

Other Expenses.1012

“Insurance $1595”

Other Expenses.1

“Software & Apps $6683”

Other Expenses.2

“Meals $741”

Other Expenses.3

“Office tools and equip $664”

Other Expenses.4

“Taxes and Licenses $364”

Other Expenses.5

“Juneteenth Celebration $300”

Other Expenses.6

“Telephone $262”

Other Expenses.7

“Memberships & subscriptions $125”

Other Expenses.8

“Bank Charges $111”

Other Expenses.9

“Office Supplies $96”

Other Assets.1

“A/R - Beginning $112500 A/R - Ending $38000”

Other Assets.2

“Prepaid Expenses and Refunds - Beginning $0 Prepaid Expenses and Refunds - Ending $2025”

Total Liabilities.1

“- Beginning $2063 - Ending $35498”

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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lawrence Walker Sr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montpelier Descendants Committee
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0863558157
ReturnHeader/Filer/PhoneNum05405133113
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 Caroline Street
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022960
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02026-01-20T15:47:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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