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The Menokin Foundation FY2020 filing

Tax-deductible

Warsaw, VA501(c)(3)Since 1994Foundations & GrantmakersEIN 54-1735338Revenue $1.1M in FY2020

On file with the IRSmenokin.orgPo Box 1221, 22572-1221 · Warsaw, VATax-exempt since Jun 1995Publicly supported charity — 170(b)(1)(A)(vi)

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The Menokin Foundation preserves the nationally significant Menokin property through innovative preservation and uses its historic, natural, and archaeological resources to educate the public about the american experiment and the many people who lived and labored there.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$59K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $104K a year · 9% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$59K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Fine: 0.9 months of spending in cash, plus $1.2M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$643K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$1.7M
To programs
91%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$1.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$2.1M
FY2023$304K
FY2024$859K
FY2025$1.5M
Expenses
$1.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$609K
FY2022$1.7M
FY2023$1.3M
FY2024$633K
FY2025$1.7M
Net assets
$1.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.2M
FY2022$2.4M
FY2023$1.6M
FY2024$1.9M
FY2025$1.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $1.6M Management & general 3% · $54K Fundraising 6% · $95K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $59K paid to officers and key staff.

Part VII, Section A · reportable compensation
Samuel a McKelvey
Executive Director
$58,653Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Constance Rosemont’s $113K as Executive Director is at the 41st percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Constance Rosemont$113,000$93,500————
Samuel a McKelvey——$26,923$61,605$58,928$58,653

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 The Menokin Foundation executive salaries →

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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

Explore America's building through historic ruins and contemporary methods.

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Provided by the organization

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2 programs · $1.6M · in their own filed words · FY2020
01

Construction and Preservation

Menokin began construction to stabilize the south and west walls of the menokin ruin for educational purposes.

$1.2Mprogram expense
02

Public Programs Overview

The pandemic dramatically reduced on site organized public programming, though the open grounds of menokin allowed for pandemic relief in a safe environment. Organized public programming shifted to digital engagement.

$422Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Elis Olsson Memorial FoundationFY2025$5K
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$971K
Investment incomeLn 3$50K
Fees for servicesLn 2g$31K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.6M
Managementcol C$54K
Fundraisingcol D$95K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$133K
Total assetsLn 16$2.5M
LiabilitiesLn 26$643K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$971K
Government grantsLn 1e$375K
Noncash giftsLn 1g$7K
Fees for servicesLn 2g$31K
Investment incomeLn 3$50K
Gains on assetsLn 7$26K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$133K
Cash and savings togetherLn 1–2$133K
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$727K
Total assetsLn 16$2.5M
LiabilitiesLn 26$643K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 58
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$444K$133K
InvestmentsLn 11–13$1.0M$1.2M
Land, buildings, equipmentLn 10c$751K$727K
Total assetsLn 16$2.7M$2.5M
LiabilitiesLn 26$257K$643K
Net assetsLn 32$2.5M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$59K$32K$12K$15K
Other salaries and wagesLn 7$200K$155K$8K$37K
Other employee benefitsLn 9$35K$25K$3K$7K
Payroll taxesLn 10$15K$11K$1K$3K
Accounting feesLn 11c$16K$16K
Professional fundraising feesLn 11e$13K$13K
Investment management feesLn 11f$9K$9K
Other fees for servicesLn 11g$1.2M$1.2M
Advertising and promotionLn 12$108K$108K
Office expensesLn 13$16K$11K$2K$2K
Information technologyLn 14$2K$1K$121$312
OccupancyLn 16$27K$24K$2K$1K
TravelLn 17$2K$1K$312
InterestLn 20$10K$9K$491$491
Depreciation, depletion and amortizationLn 22$24K$24K$367
Other expenses (24a–d)Ln 24$36K$20K$16K
Total functional expensesLn 25$1.7M$1.6M$54K$95K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.5M$1.7M−$178K$1.6M 990 PDF
FY2024 $859K$633K$227K$1.9M 990 PDF
FY2023 $304K$1.3M−$956K$1.6M 990 PDF
FY2022 $2.1M$1.7M$384K$2.4M 990 PDF
FY2021 $1.2M$609K$570K$2.2M 990 PDF
FY2020 Viewing $1.1M$1.7M−$672K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,053,063 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $434,096$971,427
I-9 Program service revenuePrior year $43,802$31,491
I-10 Investment incomePrior year $23,058$50,145
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $500,956$1,053,063
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $306,609$308,187
I-16a Professional fundraising feesPrior year $12,610$13,035
I-17 Other expensesPrior year $243,787$1,403,762
I-18 Total expensesPrior year $563,006$1,724,984
I-19 Revenue less expensesPrior year −$62,050−$671,921
Part VI · Governance 16 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,053,063 across 8 lines filed
VIII-1e Government grants$375,000
VIII-1f All other contributions, gifts and grants$596,427
VIII-1g Noncash contributions (included above)$6,501
VIII-1h Total contributions, gifts and grants$971,427
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $31,491$31,491
VIII-3 Investment incomeExcluded from tax $23,676$23,676
VIII-7 Net gain or loss on sales of assetsExcluded from tax $26,469$26,469
VIII-12 Total revenueRelated to mission $31,491 · Unrelated business $0 · Excluded from tax $50,145$1,053,063
Part IX · Statement of functional expenses $1,724,984 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $32,259 · Management $11,731 · Fundraising $14,663$58,653
IX-7 Other salaries and wagesPrograms $154,881 · Management $8,359 · Fundraising $37,006$200,246
IX-9 Other employee benefitsPrograms $24,951 · Management $2,678 · Fundraising $6,889$34,518
IX-10 Payroll taxesPrograms $10,676 · Management $1,146 · Fundraising $2,948$14,770
IX-11c Accounting feesManagement $15,669$15,669
IX-11e Professional fundraising feesFundraising $13,035$13,035
IX-11f Investment management feesManagement $9,267$9,267
IX-11g Other fees for servicesPrograms $1,154,369$1,154,369
IX-12 Advertising and promotionPrograms $108,147$108,147
IX-13 Office expensesPrograms $11,402 · Management $2,003 · Fundraising $2,464$15,869
IX-14 Information technologyPrograms $1,132 · Management $121 · Fundraising $312$1,565
IX-16 OccupancyPrograms $24,416 · Management $1,998 · Fundraising $1,015$27,429
IX-17 TravelPrograms $1,243 · Fundraising $312$1,555
IX-20 InterestPrograms $8,846 · Management $491 · Fundraising $491$9,828
IX-22 Depreciation, depletion and amortizationPrograms $23,679 · Management $367$24,046
IX-24 Other expenses (24a–d)Programs $20,076 · Fundraising $15,942$36,018
IX-25 Total functional expensesPrograms $1,576,077 · Management $53,830 · Fundraising $95,077$1,724,984
Part X · Balance sheet $2,513,159 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $443,810$133,078
X-3 Pledges and grants receivableStart of year $477,019$496,883
X-9 Prepaid expenses and deferred chargesStart of year $2,765$5,992
X-10c Land, buildings and equipment, netStart of year $751,103$727,057
X-11 Publicly traded securitiesStart of year $1,048,599$1,150,149
X-16 Total assetsStart of year $2,723,296$2,513,159
X-17 Accounts payable and accrued expensesStart of year $6,642$29,702
X-24 Unsecured notes and loans payableStart of year $250,000$612,958
X-26 Total liabilitiesStart of year $256,642$642,660
X-27 Net assets without donor restrictionsStart of year $1,645,095$1,267,987
X-28 Net assets with donor restrictionsStart of year $821,559$602,512
X-32 Total net assets or fund balancesStart of year $2,466,654$1,870,499
X-33 Total liabilities and net assetsStart of year $2,723,296$2,513,159
Part XI · Reconciliation of net assets $1,870,499 net assets at year end
XI-1 Total revenue$1,053,063
XI-2 Total expenses$1,724,984
XI-3 Revenue less expenses−$671,921
XI-4 Net assets at start of year$2,466,654
XI-5 Net unrealized gains (losses) on investments$75,766
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,870,499

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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