Arts, Culture & Humanities
(A540)
IRS Verified
DX Registered
990 on File
THOMAS JEFFERSON FOUNDATION INC
Financial strength (30%)
82/100
Reliability (20%)
55/100
Effectiveness (25%)
90/100
Impact (25%)
80/100
CharityAI™ Score
Not yet evaluated
Mission Statement
Today, the Thomas Jefferson Foundation remains committed to a twofold mission: 1. preservation -- to conserve, protect, and maintain Monticello in a manner which leaves it enhanced and unimpaired for future generations -- and2. education -- to interpret and present Thomas Jefferson to the widest possible audiences, including scholars and the general public.
Financial Overview — FY 2023
$35.0M
Total Revenue
$42.3M
Total Expenses
$331.2M
Net Assets
451
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
74.5%
Fundraising Efficiency
N/A
Operating Reserve
93.90x
Liability-to-Asset
11.7%
Revenue Diversification
31.6%
Executive Compensation
$1.1M
Compared with Peers
FY 2023
Compared with 655 similar organizations
(United States, Arts, Culture & Humanities, $10M–$100M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
74.5% | 79.6% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
22.4% | 13.1% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.2% | 6.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
93.9 mo | 28.2 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
11.7% | 13.6% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
31.6% | 72.1% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-38.5% | -2.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
7.1% | 12.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-21.1% | 0.3% |
P10P90
|
Impact
1 program| Outcome / Program | People Served | Cost / Service | # Completed | Duration |
|---|---|---|---|---|
| improved knowledge of American founding, increased civic engagement | 300,000 | $42.00 | — | Per Day |
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $35.0M | $42.3M | $331.2M | 74.5% | 451 |
| 2022 | $56.9M | $39.5M | $303.2M | 76.4% | 398 |
| 2021 | $54.0M | $32.6M | N/A | — | 384 |
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