Corporation for Jefferson's Poplar Forest
At Monticello he was President. At Poplar Forest he was himself.
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Corporation for Jefferson's Poplar Forest
EIN: 54-1258296
as of September 2024
as of September 09, 2024
Programs and results
Reports and documents
Download other documentsWhat we aim to solve
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
General Tours
Poplar Forest is open daily from March 15 through December 30 (closed on Easter, Thanksgiving Day, Christmas Eve and Christmas Day) from 10:00 a.m. until 5:00 p.m. Admission includes a docent-guided house tour (as available) and self-guided exploration of exhibits in the lower level of the house, the Wing of Offices, the 1857 Slave Dwelling, the ornamental grounds, and the slave quarter site. Guided tours of the octagonal house are offered throughout the day. Enslaved community talks are available on most Thursdays, Fridays, and Saturdays from April through October and are free with regular admission. Poplar Forest is also open for Winter Weekends from mid-January through mid-March from 10:00 a.m. until 4:00 p.m.
Hands-on History
With over 35 hands-on activities, this program brings history "alive" for children, allowing them to experience what living in Jefferson's time was like. Children can hand-mold bricks, write with a quill pen, make a bucket, and sift through soil to find artifacts. The half-day program (which includes a tour of the retreat and archaeological site) is geared toward students in kindergarten through middle school and serves schools throughout Virginia and beyond. The State Education Department grants recertification credit to area teachers who volunteer with us and work with the visiting school children.
Field School
We offer a field school for postsecondary education students. This six-week field school on historical archaeology includes instruction and in-depth exposure to field and laboratory techniques offered with a graduate credit option.
Conversations with Jefferson Programs
Conversations with Jefferson bring together Thomas Jefferson with another historical figure for a public discussion open to all ages. The two recount their lives, how they became well-known figures, and how their views about different topics are similar or different. Past guests include George Washington, Patrick Henry, Alexander Hamilton, King George III, and Frederick Douglass. Thomas Jefferson is interpreted by renowned interpreter Bill Barker, courtesy of Monticello (Thomas Jefferson Foundation). Barker has been Poplar Forest’s Jefferson since the beginning of the Democracy programs and is certainly no stranger to Poplar Forest student and adult audiences. He has performed as Jefferson for more than 30 years, appearing at the White House and the Palace of Versailles as well as in programs aired on ABC, NBC, CBS, CNN, and C-SPAN.
African American Family History Day
Join the Poplar Forest African American Advisory Group for an interactive experience designed to help you explore your family’s African American history. Hear stories about exploring ancestry and learn about research methods, tools, ideas, and strategies for tracing the lineage of your enslaved ancestors.
Admission to African American Family History Day is free, however, reservations are required.
The Day is Past & Gone: A Trilogy of Slave Life at Poplar Forest
Drawn from real-life experiences, the trilogy explores the complex lives lived by the enslaved men and women of Poplar Forest. Written by local African American playwright, Teresa Harris, each year features new vignettes highlighting the enslaved people who lived and worked at Poplar Forest.
Past performances include stories of Hannah and her son Billy, who pushed back on the system of enslavement; Nace Hubbard, who had to some degree, learned how to make the system of slavery work more favorably for him, but faced opposition from his fellow slaves; and Phil Hubbard, who appealed directly to Thomas Jefferson in his struggle to maintain his rights to live under the same roof as his wife.
A Q & A with the playwright, actors and representatives of the Poplar Forest Department of Archaeology and Landscapes will follow the last vignette.
1776 the Musical and July 4th Celebration
Poplar Forest celebrates American independence with two great events. We kick off our celebration with an annual production of 1776 the Musical. With music and lyrics by Sherman Edwards and a book by Peter Stone, the musical explores the contentious summer of 1776 while John Adams, Benjamin Franklin, and Thomas Jefferson work to create and pass a Declaration of Independence from England.
And on July 4th itself, take part in the Poplar Forest tradition as we celebrate Independence Day with a fair. Join historic reenactors who perform music, entertain the crowds with puppet shows and tight rope walking, and join the militia to fight for independence! A reading of the Declaration of Independence at 1:30 p.m. caps the day with a remembrance of why we celebrate.
Face the Forest Obstacle Course 5K Run
Poplar Forest partners with the Jamerson YMCA for this annual 5K race through the Poplar Forest property with approximately 15 obstacles for runners to test their mettle on! And for the younger runners: a children’s course so everyone can participate in the fun. The competition is open to families and teams of all ages. Face the Forest entry fees support children’s educational programming at Poplar Forest and the Y’s annual campaign, which provides outreach, financial assistance, youth, and family programming and many other resources within the community.
Thomas Jefferson Wine Festival
Join Poplar Forest in celebrating Jefferson’s legacy as the father of Virginia wine with tastings from more than a dozen regional wineries. Enjoy live performances by local musicians; graze on foods by local vendors; and more. Tour the president’s private retreat at a reduced rate throughout the day. Purchase a VIP ticket for the ultimate wine tasting experience: enjoy space in a private VIP tent featuring wine tastings and hors d’eouvres plus a private conversation with Mr. Jefferson himself! Funds raised support the ongoing restoration, preservation, and interpretation of the historic property.
Candlelight Tours
Tour Mr. Jefferson’s cherished hideaway decorated for the holidays on these hour-long tours. Step into Christmas past and experience the villa by candlelight while your guide shares true stories gathered from Jefferson’s letters and diaries, about the ways the Jefferson family and their enslaved workers spent the holidays. Find out what foods they may have enjoyed at their holiday meals and how they were prepared in the restored Jefferson-era kitchen.
Where we work
Photos
Our results
How does this organization measure their results? It's a hard question but an important one.
Number of visitors (tours, programs, and events)
This metric is no longer tracked.Totals By Year
Related Program
General Tours
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Number of website sessions
This metric is no longer tracked.Totals By Year
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
PRESERVATION - Complete the restoration of the house, start restoring or recreating other sites on the property, and begin implementing the plan for the plantation landscape.
NATIONAL VISIBILITY AND IMPACT - Expand Poplar Forest’s visibility, scholarship, and visitation as we approach the 250th anniversary.
A PLACE FOR THE COMMUNITY - Engage a broader segment of the community near and far.
UNDERSTANDING AND INCLUSION - Increase opportunities for presentation, discussion, and understanding of a variety of diverse perspectives.
STRENGTHEN OUR ORGANIZATION - Grow our financial base and endowment to support expanded programs, increased staffing, and improved facilities.
What are the organization's key strategies for making this happen?
Prioritize future archaeological research and restoration/reconstruction projects based on visitor and community impact, preservation needs, and availability of funding sources.
What are the organization's capabilities for doing this?
The coordinated efforts of the Poplar Forest staff and our Board of Directors will lead the plan to accomplish our preservation goals.
What have they accomplished so far and what's next?
Our Restoration Department has reviewed the necessary stabilization steps for several buildings and areas on the grounds. The restoration of the interior and exterior of Jefferson's retreat has been completed.
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2022 info
1.00
Months of cash in 2022 info
3.6
Fringe rate in 2022 info
19%
Funding sources info
Assets & liabilities info
Financial data
Corporation for Jefferson's Poplar Forest
Revenue & expensesFiscal Year: Jan 01 - Dec 31
Corporation for Jefferson's Poplar Forest
Balance sheetFiscal Year: Jan 01 - Dec 31
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
This snapshot of Corporation for Jefferson's Poplar Forest’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
Profitability info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Unrestricted surplus (deficit) before depreciation | -$118,443 | -$203,912 | $273,917 | $677,429 | $4,586,366 |
As % of expenses | -6.4% | -11.0% | 18.7% | 43.6% | 266.2% |
Unrestricted surplus (deficit) after depreciation | -$361,483 | -$455,611 | $29,033 | $452,879 | $4,302,403 |
As % of expenses | -17.2% | -21.7% | 1.7% | 25.4% | 214.3% |
Revenue composition info | |||||
---|---|---|---|---|---|
Total revenue (unrestricted & restricted) | $1,686,551 | $2,204,537 | $1,960,718 | $2,957,319 | $2,289,501 |
Total revenue, % change over prior year | -28.6% | 30.7% | -11.1% | 50.8% | -22.6% |
Program services revenue | 16.7% | 14.6% | 5.6% | 10.5% | 14.0% |
Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Investment income | 2.4% | 3.5% | 3.1% | 2.3% | 1.8% |
Government grants | 3.0% | 2.6% | 13.2% | 8.2% | 5.1% |
All other grants and contributions | 68.5% | 72.6% | 67.5% | 68.8% | 67.6% |
Other revenue | 9.4% | 6.6% | 10.6% | 10.3% | 11.6% |
Expense composition info | |||||
---|---|---|---|---|---|
Total expenses before depreciation | $1,861,841 | $1,850,824 | $1,462,119 | $1,555,421 | $1,723,225 |
Total expenses, % change over prior year | 3.6% | -0.6% | -21.0% | 6.4% | 10.8% |
Personnel | 7.4% | 11.8% | 15.4% | 15.6% | 52.9% |
Professional fees | 0.9% | 0.9% | 1.1% | 1.3% | 18.6% |
Occupancy | 0.0% | 0.0% | 0.0% | 0.0% | 5.8% |
Interest | 0.3% | 0.0% | 0.0% | 0.0% | 3.9% |
Pass-through | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
All other expenses | 91.4% | 87.3% | 83.5% | 83.1% | 18.8% |
Full cost components (estimated) info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Total expenses (after depreciation) | $2,104,881 | $2,102,523 | $1,707,003 | $1,779,971 | $2,007,188 |
One month of savings | $155,153 | $154,235 | $121,843 | $129,618 | $143,602 |
Debt principal payment | $0 | $0 | $27,591 | $279,061 | $0 |
Fixed asset additions | $247,057 | $0 | $0 | $3,067,611 | $1,951,873 |
Total full costs (estimated) | $2,507,091 | $2,256,758 | $1,856,437 | $5,256,261 | $4,102,663 |
Capital structure indicators
Liquidity info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Months of cash | 16.0 | 7.1 | 25.6 | 11.6 | 3.6 |
Months of cash and investments | 25.1 | 29.6 | 40.4 | 26.5 | 17.7 |
Months of estimated liquid unrestricted net assets | 14.9 | 13.2 | 17.3 | -4.3 | 16.1 |
Balance sheet composition info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Cash | $2,485,132 | $1,096,548 | $3,118,066 | $1,498,288 | $523,836 |
Investments | $1,410,652 | $3,471,296 | $1,805,834 | $1,934,159 | $2,021,389 |
Receivables | $984,431 | $886,832 | $953,851 | $654,739 | $332,797 |
Gross land, buildings, equipment (LBE) | $17,158,386 | $17,453,439 | $17,691,997 | $20,819,705 | $22,828,274 |
Accumulated depreciation (as a % of LBE) | 29.8% | 31.1% | 32.4% | 28.9% | 27.8% |
Liabilities (as a % of assets) | 12.2% | 12.9% | 12.9% | 11.3% | 12.9% |
Unrestricted net assets | $12,357,025 | $11,901,414 | $11,930,447 | $12,383,326 | $16,685,729 |
Temporarily restricted net assets | $2,685,171 | N/A | N/A | N/A | N/A |
Permanently restricted net assets | $157,593 | N/A | N/A | N/A | N/A |
Total restricted net assets | $2,842,764 | $3,657,493 | $3,999,644 | $4,740,552 | $557,534 |
Total net assets | $15,199,789 | $15,558,907 | $15,930,091 | $17,123,878 | $17,243,263 |
Key data checks
Key data checks info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
President/CEO
Mrs. Alyson M. Ramsey
Ramsey initially joined the Poplar Forest professional staff in 2002 and has served as the Director of Development since 2012. She is well versed in nonprofit fundraising and administration, and has a background in capital campaign management; annual fund development, major gift solicitation and grant writing; donor cultivation and stewardship; and event management and budgeting. She recently orchestrated and implemented A New Path to Jefferson capital campaign that successfully exceeded the organization’s fundraising goals. Ramsey holds a Bachelor of Arts degree in Historic Preservation and Art History from the University of Mary Washington, and a Master of Urban and Environmental Planning from the University of Virginia and earned her Certified Fund Raising Executive (CFRE) designation in February 2018.
Number of employees
Source: IRS Form 990
Corporation for Jefferson's Poplar Forest
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
Corporation for Jefferson's Poplar Forest
Board of directorsas of 09/06/2024
Board of directors data
Mr. Francis B. Teague, III
Selwyn Property Group
Term: 2023 - 2026
J. Frederick Armstrong
Wiley|Wilson
Kathryn Pumphrey
Centra Health
Francis "Jensie" Teague
Selwyn Property Group
Dennis Dutterer
Retired Financial Executive
Wendy Tackett
iEval Consulting
Stephen Watts
McGuireWoods LLP
John Constance
Retired Director of Government Relations & Public Affairs
Boyce Brannock
Timberlake Smith
Remmel T. Dickinson
Big Rock Productions, LLC
Teresa Harris
Randolph College
Justin McCarthy
Scot Forge Holdings Company
Kelvin Moore
Moore Architecture
Michael C. Quinn
Museum of the American Revolution
Amy G. Ray
Retired CPA, Brown Edwards and Company L.L.P
Michael J. Schewel
Tredegar Corporation
William W. Semones
Retired Vice President, Centra Health
Sterling A. Wilder
Jubilee Family Development Center
Henry Clarke
Virginia Episcopal School
Benjiman Marchi
Home Instead
Gayle Jessup White
Monticello
Robert J. Spiller
Smithsonian Institution
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Transgender Identity
Sexual orientation
No data
Disability
No data
Contractors
Fiscal year endingProfessional fundraisers
Fiscal year endingSOURCE: IRS Form 990 Schedule G