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Montpelier Foundation

Orange, VA · EIN 31-1620682 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for the fiscal year ending June 30, 2025 (tax year 2024) · View the filing · Correct or respond

Montpelier Foundation reported $14.5 million in revenue and $5.8 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $78.47 went to program services, $12.93 to management and general costs and $8.60 to fundraising. Its largest source of revenue was contributions and grants: 82.8% of the total. The highest compensation it reported for one person was $248,853 (FORMER PRESIDENT). 2 people received more than $100,000 in reportable compensation. Revenue rose 165% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $5.8M

For context, the median across 876 covered arts, culture & humanities charities: $79.98 programs, $13.89 management, $6.13 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $14M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 876 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
78.5%78.5%
Management & general
Part IX 25(C) ÷ 25(A)
12.9%13.6%
Fundraising
Part IX 25(D) ÷ 25(A)
8.6%6.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.04$0.10
Contributions & grants share of revenue
Part VIII 1h ÷ 12
82.8%57.5%
Government grants share of revenue
Part VIII 1e ÷ 12
0.7%1.7%
Program service revenue share
Part VIII 2g ÷ 12
8.3%20.8%
Highest reported compensation
Part VII-A, columns D–F
$248,853$385,706
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
4.29%2.03%
People paid over $100,000
Part VII, line 2
28
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
43.436.6
Independent voting board members
Part VI 1a–1b
17 of 17100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$2.3M expenses · 50.8% of program spending · revenue $1.3M

Education and engagement: working closely with archaeology, historic architecture and collections, the department of education and engagement oversees all public programming at montpelier. This includes developing tour content, interpretive signage, and programming for student and adult groups. It was instrumental in the planning and execution of the award-winning exhibition the mere distinction of colour

$523K expenses · 11.5% of program spending

Historic architecture and collections:historic architecture and collections are responsible for the care and maintenance of montpelier's historic structures - many associated with the dupont era - in addition to leading significant historic reconstruction projects such as the south yard. This is accomplished through architectural fieldwork by examining wood species, nails, windows, decorative mouldings, and more, to ensure that the reconstructed buildings are as historically accurate as possible. For example, during the restoration of the temple, the recovery of a single madison-era shingle…

$561K expenses · 12.3% of program spending · revenue $83,203

Robert h. Smith center for the constitution:the robert h. Smith center for the constitution provides world-class educational programming, both on-site and online. Participants come from all over the world to engage in civic dialogue, improve their understanding of the founding principles of the united states, and deepen their potential involvement in democracy. Specific programming is offered for educators, law enforcement officers, and international civil servants

$1.2M all other programs (line 4d)

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
FORMER PRESIDENT
Officer, 35.00 hrs/week
$212,695$0$36,158$248,853
INTERIM PRESIDENT AND CEO
Officer, 35.00 hrs/week
$127,481$0$21,672$149,153

2 people received more than $100,000 in reportable compensation from Montpelier Foundation (Part VII, line 2). Compensation of current officers, directors and key employees totaled $249K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$5.0M$10M$15M$20MFY2020FY2021FY2022FY2023FY2024FY2025$14M$5.8M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$14M$5.8M78.5%$21M$248,853
FY2024 ⓘ$5.3M$6.6M81.3%$28M$151,981
FY2023 ⓘ$10M$6.1M79.9%$29M$295,589
FY2022 ⓘ$7.2M$6.7M67.4%$25M$279,774
FY2021 ⓘ$6.7M$5.8M71.2%$26M$180,658
FY2020 ⓘ$5.5M$7.5M68.1%$23M$274,484

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b17 · 17 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aNo
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18Yes
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5103
  • Volunteers Part I, line 630

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
COMPASS GROUP
Fundraising capacity building
$148,500
HANTZMON WIEBEL LLP
Finance and accounting
$107,413

Individuals listed as contractors are left out. 2 contractors were paid more than $100,000 in all.

Private foundation grants it received

9 private foundations reported grants to Montpelier Foundation totaling $1.7M on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Montpelier Foundation's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Montpelier Foundation, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All arts, culture & humanities charities · Largest charities in Virginia

Questions people ask

How much of Montpelier Foundation's spending goes to programs?

In the fiscal year ending June 30, 2025, Montpelier Foundation reported that 78.5% of its $5.8 million in expenses went to program services, 12.9% to management and general and 8.6% to fundraising (Form 990, Part IX).

How much does Montpelier Foundation pay its top executive?

The largest total compensation Montpelier Foundation reported for one person in the fiscal year ending June 30, 2025 was $248,853, for the role of FORMER PRESIDENT (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Montpelier Foundation get its money?

Of $14.5 million in revenue in the fiscal year ending June 30, 2025, 82.8% came from contributions and grants (including 0.7% from government grants) and 8.3% from program service revenue (Form 990, Part VIII).

Is Montpelier Foundation a registered charity?

The IRS lists EIN 31-1620682 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202600659349300800 · read the filing · XML
  • FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202403309349300960 · read the filing
  • FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202333189349309183 · read the filing
  • FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202223559349301422 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202231739349300413 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202141379349302109 · read the filing

All filings for EIN 31-1620682: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.