Historic Jefferson Foundation

Nonprofit profile at a glance

EIN
751730285
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025
Location
Jefferson, TX, USA
Phone
9033538503
Rating
88
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$191,544
Expenses
$172,628
Assets
$272,577

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Laura Omer Miller (President)
  • Bill DeWare (Vice President)

People named in this filing

  • Laura Omer Miller (President)
  • Bill DeWare (Vice President)
  • Sharon Goolsby (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Historic preservation

What it reported doing in 2025

Improvements and Maintenance-Thomas Jefferson Memorial Park, Sterne Fountain, Civil War Powder Magazine. Support for Battle for Jefferson Reenactment.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.1%; rating input score 90
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 9.9%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 1.58; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 7.4% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 5.1% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: 90.1% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $173K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 55/100.