Montpelier Descendants Committee
Nonprofit profile at a glance
- EIN
- 863558157
- IRS 990-EZ coverage
- 2022–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Orange, VA, USA
- Phone
- 5405133113
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $11,008
- Expenses
- $129,766
- Assets
- $233,229
- Liabilities
- $35,498
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Lawrence Walker Sr (President)
- Barbara White (Vice President)
- George Monroe Jr (Executive Director)
People named in this filing
- Lawrence Walker Sr (President)
- Henry Anglin (Director)
- Patricia J McDaniel (Director)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To preserve, interpret, and share the history and legacy of the enslaved community at James Madison's Montpelier, and to promote healing and reconciliation through descendant engagement and education.
What it reported doing in 2024
Build a model for descendant engagement at historic sites that is rooted in best practices for historical research, community dialogue, exhibition design, and historic preservation.
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
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 74
- Sustainability: 21
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 23.8%; rating input score 24
Transparency & Controls
- Consistency checks: 90%; rating input score 90; 2nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -1,078.8%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 1.8; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.15; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 48%; rating input score 3; 3rd percentile among comparable filings
Growth
- Program expense growth: 5.2% per year; rating input score 100; 63rd percentile among comparable filings
- Revenue growth: -30.4% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: 30.9% per year; rating input score 100; 92nd percentile among comparable filings
Details
- What they do: 1 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 100% of revenue deployed · 23.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $31K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- 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.
- High — Financial Efficiency: Program expense ratio scored 24/100.
- High — Sustainability: Operating margin scored 2/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 3/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.