Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1998.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
67 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
26 people listed on the 990; $760K paid to officers and key staff (Part VII, Section A).
Ms Eola Dance’s $213K as Former President is at the 19th percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Ms Kat Imhoff | — | — | — | — | — | $262,243 |
| Mr Roy Young | — | — | $252,640 | — | — | — |
| Mr Roy F Young II | — | — | — | $237,461 | $150,502 | — |
| Mr Douglas F Trout | — | — | — | — | — | $220,232 |
| Ms Eola Dance | $212,695 | $83,682 | — | — | — | — |
| Dr Elizabeth Vassa Chew | — | $129,801 | — | — | — | $164,334 |
| Ms Cara Sisson | — | — | $112,044 | $162,779 | $133,330 | — |
| Dr Elizabeth Chew | — | — | $158,404 | $152,232 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Montpelier Foundation executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Educates the public on American history and constitutional ideas through a memorial and museum.
Questions for Montpelier Foundation
Your first name shows with your question. Montpelier Foundation answers here, for everyone.
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.
Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1620682) · Dispute this lineHistoric 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.
Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1620682) · Dispute this lineArchaeology
Montpelier's department of archaeology spends approximately two-thirds of the year engaging in active onsite excavations, with the remainder of the year spent in the lab cataloguing, analyzing, and mending artifacts.
Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1620682) · Dispute this lineFunders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2022 990, line by line.
Download 990
| Line | FY22 | FY21 | FY20 | FY19 | FY18 |
|---|---|---|---|---|---|
| End of yearLn 1g | $9.2M | $10.4M | $8.6M | $9.4M | $11.3M |
| AddedLn 1b | $2K | ||||
| SpentLn 1d–1f | $569K | $1.1M | $1.1M | $2.2M | $471K |
| Line | Start FY22 | End FY22 |
|---|---|---|
| Cash and savingsLn 1–2 | $4.3M | $4.3M |
| InvestmentsLn 11–13 | $10.4M | $9.2M |
| Land, buildings, equipmentLn 10c | $18.6M | $17.9M |
| Total assetsLn 16 | $34.7M | $32.8M |
| LiabilitiesLn 26 | $8.9M | $7.8M |
| Net assetsLn 32 | $25.8M | $25.0M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $118K | $118K | ||
| Pay of officers and key staff (Part IX, line 5)Ln 5 | $623K | $233K | $181K | $210K |
| Other salaries and wagesLn 7 | $2.3M | $1.5M | $571K | $247K |
| Other employee benefitsLn 9 | $480K | $250K | $157K | $73K |
| Payroll taxesLn 10 | $214K | $144K | $33K | $36K |
| Legal feesLn 11b | $53K | $48K | $5K | |
| Accounting feesLn 11c | $89K | $89K | ||
| Investment management feesLn 11f | $30K | $30K | ||
| Other fees for servicesLn 11g | $63K | $53K | $7K | $3K |
| Advertising and promotionLn 12 | $84K | $81K | $3K | |
| Office expensesLn 13 | $140K | $34K | $50K | $56K |
| Information technologyLn 14 | $161K | $92K | $25K | $44K |
| OccupancyLn 16 | $256K | $225K | $15K | $15K |
| TravelLn 17 | $14K | $4K | $8K | $2K |
| InterestLn 20 | $243K | $243K | ||
| Depreciation, depletion and amortizationLn 22 | $1.1M | $1.1M | $23K | $23K |
| InsuranceLn 23 | $152K | $63K | $89K | $72 |
| Other expenses (24a–d)Ln 24 | $546K | $411K | $72K | $64K |
| All other expensesLn 24e | $16K | $16K | ||
| Total functional expensesLn 25 | $6.7M | $4.5M | $1.4M | $778K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 LatestFiled with the IRS Mar 6, 2026 | $14.5M | $5.8M | $8.7M | $21.0M | 990 PDF |
| FY2024Filed with the IRS Nov 25, 2024 | $5.3M | $6.6M | −$1.3M | $28.2M | 990 PDF |
| FY2023Filed with the IRS Nov 14, 2023 | $10.1M | $6.1M | $3.9M | $29.0M | 990 PDF |
| FY2022 ViewingFiled with the IRS Dec 21, 2022 | $7.2M | $6.7M | $556K | $25.0M | 990 PDF |
| FY2021Filed with the IRS Jun 22, 2022 | $6.7M | $5.8M | $880K | $25.8M | 990 PDF |
| FY2020Filed with the IRS May 17, 2021 | $5.5M | $7.5M | −$2.1M | $22.6M | 990 PDF |
Schedules filed Part IV
See the full FY2022 990
Part I · Summary $7,244,660 revenue, 12 lines filed
Part VI · Governance 15 of 15 board members independent, no flags
Part VIII · Statement of revenue $7,244,660 across 9 lines filed
Part IX · Statement of functional expenses $6,688,180 across 19 lines filed
Part X · Balance sheet $32,791,745 assets, 18 lines filed
Part XI · Reconciliation of net assets $24,958,198 net assets at year end
Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File
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