Jefferson Scholars Foundation

Charlottesvle, VA
Tax-exempt since March 2001
EIN: 31-1755873

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$33.2M (2024)

Expenses

$32.4M (2024)

Total Assets

$813M (2024)

Total Liabilities

$85.8M (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$33,151,366

Expenses

$32,396,019

Net Income

$755,347

Net Assets

$727,286,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$32,723,055	98.7%
Program Services	$0
Investment Income	$844,442	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$414,270
Net Fundraising	$0
Sales of Assets	-$1,861
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,522,216	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,304,749	4.0%

Assets/Debt
Total Assets	$813,049,948
Total Liabilities	$85,763,302
Net Assets	$727,286,646

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$1,217,967	$0	$340,860
S Patrick Ingram (Director Of Development)	$325,004	$0	$157,456
Benjamin B Skipper (Director, Graduate And Und)	$215,231	$0	$99,184
Helen M Dwyer (Assistant Secretary)	$211,353	$0	$34,074
Robbyn L Callahan (Assistant Treasurer)	$163,910	$0	$40,565
Kevin E Murray (Director Of Gift Planning)	$156,936	$0	$40,820
Peter W Schmidt (Major Gift Officer)	$140,653	$0	$17,075
Christine E Patrick (Associate Director Of Development)	$136,261	$0	$24,467
Lew Burrus (Director Of Technology)	$130,057	$0	$36,124
Joyce Carman (Director Of Communications)	$127,478	$0	$22,311
William L Polk Jr (Chairman Of The Board)	$0	$0	$0
Franklin S Edmonds Jr (Vice Chairman Of The Board)	$0	$0	$0
Karen Clarke Barnes (Foundation Board Of Direct)	$0	$0	$0
Shahnaz Batmanghelidj (Foundation Board Of Direct)	$0	$0	$0
T Westray Battle Iii (Foundation Board Of Direct)	$0	$0	$0
Leonard J Buck Ii (Foundation Board Of Direct)	$0	$0	$0
Robert G Byron (Foundation Board Of Direct)	$0	$0	$0
Stephen S Crawford (Foundation Board Of Direct)	$0	$0	$0
Merry W Dougherty (Foundation Board Of Direct)	$0	$0	$0
Robert W Downes (Foundation Board Of Direct)	$0	$0	$0
Kirkman Finlay Iii (Foundation Board Of Direct)	$0	$0	$0
Raynelle Deans Grace (Foundation Board Of Direct)	$0	$0	$0
Jennifer Brown Gwilliam (Foundation Board Of Direct)	$0	$0	$0
J Dale Harvey Ii (Foundation Board Of Direct)	$0	$0	$0
Tyler S Henritze (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on Nov. 5, 2024

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Fiscal Year Ending June
2023

Revenue

$33,501,224

Expenses

$33,928,905

Net Income

-$427,681

Net Assets

$680,907,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,160,494	99.0%
Program Services	$0
Investment Income	$795,796	2.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$162,999
Net Fundraising	$0
Sales of Assets	-$292,067
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,164,183	6.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,013,450	3.0%

Assets/Debt
Total Assets	$764,689,436
Total Liabilities	$83,781,663
Net Assets	$680,907,773

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$886,765	$0	$325,455
S Patrick Ingram (Director Of Development)	$304,500	$0	$146,917
Helen M Dwyer (Assistant Secretary)	$196,694	$0	$31,400
Benjamin B Skipper (Director, Graduate And Und)	$169,687	$0	$89,619
Robbyn L Callahan (Assistant Treasurer)	$157,517	$0	$37,160
Kevin E Murray (Director Of Gift Planning)	$148,259	$0	$37,136
Peter W Schmidt (Major Gifts Officer)	$133,672	$0	$15,935
Christine E Patrick (Associate Director Of Deve)	$126,909	$0	$22,421
Joyce Carman (Director Of Communications)	$120,862	$0	$20,551
Lew Burrus (Director Of Technology)	$116,221	$0	$21,090
Allison Cryor Dinardo (Foundation Board Of Direct)	$0	$0	$0
Anna M Nekoranec (Foundation Board Of Direct)	$0	$0	$0
Anne W Poole (Foundation Board Of Direct)	$0	$0	$0
Bruce A Miller (Foundation Board Of Direct)	$0	$0	$0
Merry W Dougherty (Foundation Board Of Direct)	$0	$0	$0
Deborah H Valentine (Foundation Board Of Direct)	$0	$0	$0
E Courtney Johnson (Foundation Board Of Direct)	$0	$0	$0
Franklin S Edmonds Jr (Foundation Board Of Direct)	$0	$0	$0
Tyler S Henritze (Foundation Board Of Direct)	$0	$0	$0
J Dale Harvey Ii (Foundation Board Of Direct)	$0	$0	$0
Jamala K Massenburg (Foundation Board Of Direct)	$0	$0	$0
James E Ryan (Foundation Board Of Direct)	$0	$0	$0
Karen Clarke Barnes (Foundation Board Of Direct)	$0	$0	$0
Kirkman Finlay Iii (Foundation Board Of Direct)	$0	$0	$0
Lawrence D Howell Ii (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on Nov. 14, 2023

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Fiscal Year Ending June
2021

Revenue

$36,629,374

Expenses

$25,722,375

Net Income

$10,906,999

Net Assets

$694,019,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$34,505,149	94.2%
Program Services	$0
Investment Income	$1,183,302	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$107,818	0.3%
Net Fundraising	$0
Sales of Assets	$833,105	2.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,083,302	8.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$863,226	3.4%

Assets/Debt
Total Assets	$761,742,846
Total Liabilities	$67,723,707
Net Assets	$694,019,139

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$781,858	$0	$300,688
S Patrick Ingram (Director Of Development)	$273,187	$0	$130,595
Michael E Lutz (Assistant Treasurer)	$175,944	$0	$37,774
Helen M Dwyer (Assistant Secretary)	$171,512	$0	$27,345
Benjamin B Skipper (Director, Graduate And Und)	$147,732	$0	$74,370
Kevin E Murray (Director Of Gift Planning)	$135,671	$0	$33,019
Robbyn L Callahan (Associate Director Of Finance)	$133,775	$0	$32,051
Christine E Patrick (Associate Director Of Development)	$124,169	$0	$20,116
Peter W Schmidt (Major Gifts Officer)	$121,892	$0	$13,840
Karen Clarke Barnes (Foundation Board Of Direct)	$0	$0	$0
Robert G Byron (Foundation Board Of Direct)	$0	$0	$0
Franklin S Edmonds Jr (Foundation Board Of Direct)	$0	$0	$0
Leonard J Buck Ii (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Vice Chairman Of The Board)	$0	$0	$0
Stephen S Crawford (Chairman Of The Board)	$0	$0	$0
Tiffany B Armstrong (Foundation Board Of Direct)	$0	$0	$0
Shahnaz Batmanghelidj (Foundation Board Of Direct)	$0	$0	$0
T Westray Battle Iii (Foundation Board Of Direct)	$0	$0	$0
Lawrence D Howell Ii (Foundation Board Of Direct)	$0	$0	$0
Robert W Downes (Foundation Board Of Direct)	$0	$0	$0
Patricia K Epps (Foundation Board Of Direct)	$0	$0	$0
Timothy J Ingrassia (Foundation Board Of Direct)	$0	$0	$0
E Courtney Johnson (Foundation Board Of Direct)	$0	$0	$0
Mark T Massey (Foundation Board Of Direct)	$0	$0	$0
Anna M Nekoranec (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on Feb. 25, 2022

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Fiscal Year Ending June
2020

Revenue

$18,860,748

Expenses

$20,517,300

Net Income

-$1,656,552

Net Assets

$483,569,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$17,820,134	94.5%
Program Services	$0
Investment Income	$917,970	4.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$109,562	0.6%
Net Fundraising	$0
Sales of Assets	$13,082	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,784,878	8.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$706,163	3.4%

Assets/Debt
Total Assets	$547,483,075
Total Liabilities	$63,913,335
Net Assets	$483,569,740

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$523,276	$0	$239,552
S Patrick Ingram (Director Of Development)	$269,367	$0	$124,389
Michael E Lutz (Assistant Treasurer)	$172,569	$0	$36,810
Helen M Dwyer (Assistant Secretary)	$160,708	$0	$25,793
Benjamin B Skipper (Director, Graduate And Und)	$140,619	$0	$67,945
Kevin E Murray (Director Of Gift Planning)	$133,319	$0	$32,242
Christine E Patrick (Associate Director Of Deve)	$122,301	$0	$19,669
Peter W Schmidt (Major Gifts Officer)	$120,195	$0	$13,631
Robbyn L Callahan (Associate Director Of Finance)	$117,941	$0	$29,557
Robert G Byron (Foundation Board Of Direct)	$0	$0	$0
Franklin S Edmonds Jr (Foundation Board Of Direct)	$0	$0	$0
Shelley L Boyce (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Vice Chairman Of The Board)	$0	$0	$0
Stephen S Crawford (Chairman Of The Board)	$0	$0	$0
Tiffany B Armstrong (Foundation Board Of Direct)	$0	$0	$0
Shahnaz Batmanghelidj (Foundation Board Of Direct)	$0	$0	$0
T Westray Battle Iii (Foundation Board Of Direct)	$0	$0	$0
Lawrence D Howell Ii (Foundation Board Of Direct)	$0	$0	$0
Edward J Dobbs (Foundation Board Of Direct)	$0	$0	$0
Sarah A Hamlin (Foundation Board Of Direct)	$0	$0	$0
Timothy J Ingrassia (Foundation Board Of Direct)	$0	$0	$0
Maryanne Q Hancock (Foundation Board Of Direct)	$0	$0	$0
Thomas V Inglesby (Foundation Board Of Direct)	$0	$0	$0
Anna M Nekoranec (Foundation Board Of Direct)	$0	$0	$0
Tracy V Mcmillan (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on April 22, 2021

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990-T

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Fiscal Year Ending June
2019

Revenue

$106,985,067

Expenses

$21,531,318

Net Income

$85,453,749

Net Assets

$471,165,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$106,118,426	99.2%
Program Services	$0
Investment Income	$699,651	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$79,824	0.1%
Net Fundraising	$0
Sales of Assets	$87,166	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,126,429	5.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,270,285	5.9%

Assets/Debt
Total Assets	$530,655,981
Total Liabilities	$59,489,992
Net Assets	$471,165,989

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$1,292,090	$0	$228,157
S Patrick Ingram (Director Of Development)	$260,640	$0	$117,686
Michael E Lutz (Assistant Treasurer)	$166,328	$0	$35,466
Helen M Dwyer (Assistant Secretary)	$157,210	$0	$25,052
Benjamin B Skipper (Director, Graduate And Und)	$137,877	$0	$61,690
Kevin E Murray (Director Of Gift Planning)	$131,783	$0	$31,074
Christine E Patrick (Associate Director Of Deve)	$121,024	$0	$19,129
Peter W Schmidt (Major Gifts Officer)	$117,994	$0	$13,358
Joyce Carman (Associate Director Of Graduate And Undergraduate P)	$105,117	$0	$17,171
Robert G Byron (Foundation Board Of Direct)	$0	$0	$0
Franklin S Edmonds Jr (Foundation Board Of Direct)	$0	$0	$0
Shelley L Boyce (Foundation Board Of Direct)	$0	$0	$0
Robin R Howell (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Foundation Board Of Direct)	$0	$0	$0
Frank M Conner Iii (Foundation Board Of Direct)	$0	$0	$0
Stephen S Crawford (Vice Chairman Of The Board)	$0	$0	$0
Tiffany B Armstrong (Foundation Board Of Direct)	$0	$0	$0
Shahnaz Batmanghelidj (Foundation Board Of Direct)	$0	$0	$0
T Westray Battle Iii (Foundation Board Of Direct)	$0	$0	$0
Lawrence D Howell Ii (Foundation Board Of Direct)	$0	$0	$0
Peter M Grant (Foundation Board Of Direct)	$0	$0	$0
Edward J Dobbs (Foundation Board Of Direct)	$0	$0	$0
Sarah A Hamlin (Foundation Board Of Direct)	$0	$0	$0
Timothy J Ingrassia (Chairman Of The Board)	$0	$0	$0
Mark Av Pinho (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on April 21, 2020

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990-T

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Fiscal Year Ending June
2018

Revenue

$11,363,472

Expenses

$17,865,721

Net Income

-$6,502,249

Net Assets

$367,917,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,651,769	93.7%
Program Services	$0
Investment Income	$614,974	5.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$55,120	0.5%
Net Fundraising	$0
Sales of Assets	$41,609	0.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,756,663	9.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$615,719	3.4%

Assets/Debt
Total Assets	$424,436,388
Total Liabilities	$56,519,281
Net Assets	$367,917,107

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$462,656	$0	$216,898
S Patrick Ingram (Director Of Development)	$254,471	$0	$111,131
Michael E Lutz (Assistant Treasurer)	$164,491	$0	$34,416
Helen M Dwyer (Assistant Secretary)	$151,034	$0	$24,024
Benjamin Skipper (Director, Graduate And Und)	$133,335	$0	$55,447
Kevin E Murray (Director Of Gift Planning)	$127,670	$0	$29,921
Christine E Patrick (Associate Director Of Deve)	$115,371	$0	$18,605
Peter Schmidt (Major Gifts Officer)	$114,147	$0	$12,966
Lew Burrus (Director Of Technology)	$110,255	$0	$18,860
Robert G Byron (Foundation Board Of Direct)	$0	$0	$0
Franklin S Edmonds Jr (Foundation Board Of Direct)	$0	$0	$0
Shelley L Boyce (Foundation Board Of Direct)	$0	$0	$0
Robin R Howell (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Foundation Board Of Direct)	$0	$0	$0
Frank M Conner Iii (Foundation Board Of Direct)	$0	$0	$0
Stephen S Crawford (Vice Chairman Of The Board)	$0	$0	$0
Tiffany B Armstrong (Foundation Board Of Direct)	$0	$0	$0
Marilyn B Hebenstreit (Foundation Board Of Direct)	$0	$0	$0
Patrick D Hogan (Foundation Board Of Direct)	$0	$0	$0
Lawrence D Howell Ii (Foundation Board Of Direct)	$0	$0	$0
Peter M Grant (Foundation Board Of Direct)	$0	$0	$0
Edward J Dobbs (Foundation Board Of Direct)	$0	$0	$0
Sarah A Hamlin (Foundation Board Of Direct)	$0	$0	$0
Timothy J Ingrassia (Chairman Of The Board)	$0	$0	$0
Mark Av Pinho (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on March 19, 2019

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990-T

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Fiscal Year Ending June
2017

Revenue

$26,835,640

Expenses

$18,707,769

Net Income

$8,127,871

Net Assets

$336,725,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$24,401,284	90.9%
Program Services	$0
Investment Income	$663,924	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$38,826	0.1%
Net Fundraising	$0
Sales of Assets	-$82,079
Net Inventory Sales	$0
Other Revenue	$1,813,685	6.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,371,532	7.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$779,479	4.2%

Assets/Debt
Total Assets	$394,206,233
Total Liabilities	$57,480,950
Net Assets	$336,725,283

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
S Patrick Ingram (Director Of Development)	$525,815	$0	$104,736
James H Wright (President/Secretary/Treasu)	$448,919	$0	$206,183
Michael E Lutz (Assistant Treasurer)	$160,159	$0	$33,300
Helen M Dwyer (Assistant Secretary)	$145,202	$0	$23,032
Kevin E Murray (Director Of Gift Planning)	$125,415	$0	$29,429
Benjamin B Skipper (Director, Graduate And Und)	$120,022	$0	$28,716
Peter W Schmidt (Major Gifts Officer)	$111,908	$0	$12,625
Christine E Patrick (Associate Director Of Deve)	$110,461	$0	$19,804
Lew G Burrus (Director Of Technology)	$108,867	$0	$18,527
Timothy J Ingrassia (Chairman Of The Board)	$0	$0	$0
Stephen S Crawford (Vice Chairman Of The Board)	$0	$0	$0
Shelley L Boyce (Foundation Board Of Direct)	$0	$0	$0
Robin R Howell (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Foundation Board Of Direct)	$0	$0	$0
Tiffany B Armstrong (Foundation Board Of Direct)	$0	$0	$0
Marilyn B Hebenstreit (Foundation Board Of Direct)	$0	$0	$0
Deborah R Hirtle (Foundation Board Of Direct)	$0	$0	$0
Gregory A Mccrickard (Foundation Board Of Direct)	$0	$0	$0
Peter M Grant (Foundation Board Of Direct)	$0	$0	$0
Edward J Dobbs (Foundation Board Of Direct)	$0	$0	$0
Sarah A Hamlin (Foundation Board Of Direct)	$0	$0	$0
Richard C Kellogg Jr (Foundation Board Of Direct)	$0	$0	$0
Mark Av Pinho (Foundation Board Of Direct)	$0	$0	$0
C Mark Pirrung (Foundation Board Of Direct)	$0	$0	$0
Maryanne Q Hancock (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on March 5, 2018

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990-T

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Fiscal Year Ending June
2016

Revenue

$13,299,521

Expenses

$16,709,781

Net Income

-$3,410,260

Net Assets

$291,241,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,893,595	81.9%
Program Services	$0
Investment Income	$647,686	4.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$69,822	0.5%
Net Fundraising	$0
Sales of Assets	-$13,704
Net Inventory Sales	$0
Other Revenue	$1,702,122	12.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,333,443	8.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$559,630	3.3%

Assets/Debt
Total Assets	$349,638,149
Total Liabilities	$58,396,816
Net Assets	$291,241,333

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$432,507	$0	$188,665
S Patrick Ingram (Director Of Development)	$232,131	$0	$91,892
Michael E Lutz (Assistant Treasurer)	$143,098	$0	$29,090
Helen M Dwyer (Assistant Secretary)	$138,490	$0	$18,641
Kevin E Murray (Director Of Gift Planning)	$126,767	$0	$25,544
Benjamin Skipper (Director, Graduate And Und)	$111,762	$0	$24,180
Christine E Patrick (Associate Director Of Deve)	$110,734	$0	$16,696
Richard C Kellogg Jr (Foundation Board Of Direct)	$0	$0	$0
Clifford W Bogue (Ex Officio Member)	$0	$0	$0
Shelley L Boyce (Foundation Board Of Direct)	$0	$0	$0
Robin R Howell (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Foundation Board Of Direct)	$0	$0	$0
Frank M Conner Iii (Ex Officio Member)	$0	$0	$0
Stephen S Crawford (Foundation Board Of Direct)	$0	$0	$0
Coolidge E Rhodes Jr (Foundation Board Of Direct)	$0	$0	$0
Marilyn B Hebenstreit (Foundation Board Of Direct)	$0	$0	$0
Deborah R Hirtle (Foundation Board Of Direct)	$0	$0	$0
Gregory A Mccrickard (Foundation Board Of Direct)	$0	$0	$0
Peter M Grant (Foundation Board Of Direct)	$0	$0	$0
Edward J Dobbs (Foundation Board Of Direct)	$0	$0	$0
Sarah A Hamlin (Foundation Board Of Direct)	$0	$0	$0
Timothy J Ingrassia (Vice Chairman Of The Board)	$0	$0	$0
Mark Av Pinho (Foundation Board Of Direct)	$0	$0	$0
C Mark Pirrung (Chairman Of The Board)	$0	$0	$0
Maryanne Q Hancock (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on April 27, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$8,989,797

Expenses

$18,782,066

Net Income

-$9,792,269

Net Assets

$303,478,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,868,212	76.4%
Program Services	$0
Investment Income	$575,218	6.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$116	0.0%
Net Fundraising	$0
Sales of Assets	-$41,353
Net Inventory Sales	$0
Other Revenue	$1,587,604	17.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,260,265	6.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$765,640	4.1%

Assets/Debt
Total Assets	$358,098,213
Total Liabilities	$54,620,134
Net Assets	$303,478,079

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$413,842	$0	$177,389
S Patrick Ingram (Director Of Development)	$223,377	$0	$85,069
Helen M Dwyer (Assistant Secretary)	$131,510	$0	$17,719
Michael E Lutz (Assistant Treasurer)	$131,451	$0	$27,029
Kevin E Murray (Director Of Gift Planning)	$122,478	$0	$24,899
Christine E Patrick (Associate Director Of Deve)	$112,174	$0	$14,901
Benjamin Skipper (Director, Graduate And Undergraduate Programs)	$100,943	$0	$23,042
Richard C Kellogg Jr (Foundation Board Of Direct)	$0	$0	$0
Clifford W Bogue (Ex Officio Member)	$0	$0	$0
Shelley L Boyce (Foundation Board Of Direct)	$0	$0	$0
Robin R Howell (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Foundation Board Of Direct)	$0	$0	$0
Hunter E Craig (Ex Officio Member)	$0	$0	$0
Stephen S Crawford (Foundation Board Of Direct)	$0	$0	$0
Coolidge E Rhodes Jr (Foundation Board Of Direct)	$0	$0	$0
Marilyn B Hebenstreit (Foundation Board Of Direct)	$0	$0	$0
Deborah R Hirtle (Foundation Board Of Direct)	$0	$0	$0
Gregory A Mccrickard (Foundation Board Of Direct)	$0	$0	$0
Peter M Grant (Foundation Board Of Direct)	$0	$0	$0
Edward J Dobbs (Foundation Board Of Direct)	$0	$0	$0
Sarah A Hamlin (Foundation Board Of Direct)	$0	$0	$0
Timothy J Ingrassia (Vice Chairman Of The Board)	$0	$0	$0
Mark Av Pinho (Foundation Board Of Direct)	$0	$0	$0
C Mark Pirrung (Chairman Of The Board)	$0	$0	$0
Maryanne Q Hancock (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on March 7, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$12,887,060

Expenses

$15,956,396

Net Income

-$3,069,336

Net Assets

$294,510,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,785,748	83.7%
Program Services	$0
Investment Income	$599,489	4.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$309	0.0%
Net Fundraising	$0
Sales of Assets	-$374
Net Inventory Sales	$0
Other Revenue	$1,501,888	11.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,107,145	6.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$865,488	5.4%

Assets/Debt
Total Assets	$344,642,318
Total Liabilities	$50,131,816
Net Assets	$294,510,502

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James H Wright (President/Secretary/Treasu)	$988,273	$0	$174,466
S Patrick Ingram (Director Of Development)	$217,245	$0	$76,558
Michael E Lutz (Assistant Treasurer)	$127,821	$0	$23,752
Helen M Dwyer (Assistant Secretary)	$127,427	$0	$16,442
Kevin E Murray (Director Of Gift Planning)	$119,967	$0	$21,798
Christine E Patrick (Associate Director Of Deve)	$109,555	$0	$15,094
Richard C Kellogg Jr (Foundation Board Of Direct)	$0	$0	$0
Clifford W Bogue (Ex Officio Member)	$0	$0	$0
Claiborne P Deming (Foundation Board Of Direct)	$0	$0	$0
Robin R Howell (Foundation Board Of Direct)	$0	$0	$0
William L Polk Jr (Foundation Board Of Direct)	$0	$0	$0
Hunter E Craig (Ex Officio Member)	$0	$0	$0
Stephen S Crawford (Foundation Board Of Direct)	$0	$0	$0
Coolidge E Rhodes Jr (Foundation Board Of Direct)	$0	$0	$0
Marilyn B Hebenstreit (Foundation Board Of Direct)	$0	$0	$0
Deborah R Hirtle (Foundation Board Of Direct)	$0	$0	$0
Gregory A Mccrickard (Foundation Board Of Direct)	$0	$0	$0
Peter M Grant (Foundation Board Of Direct)	$0	$0	$0
Landon Hilliard Iii (Foundation Board Of Direct)	$0	$0	$0
Gertrude J Fraser (Ex Officio Member)	$0	$0	$0
Timothy J Ingrassia (Vice Chairman Of The Board)	$0	$0	$0
Mark Av Pinho (Foundation Board Of Direct)	$0	$0	$0
C Mark Pirrung (Chairman Of The Board)	$0	$0	$0
Harold J Rodriguez Jr (Foundation Board Of Direct)	$0	$0	$0
James E Rutrough Jr (Foundation Board Of Direct)	$0	$0	$0
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990

Filed on Feb. 27, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$17,575,703

Expenses

$16,018,977

Net Income

$1,556,726

Net Assets

$252,741,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$15,791,655	89.8%
Program Services	$0
Investment Income	$454,647	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$28,940
Net Inventory Sales	$0
Other Revenue	$1,358,341	7.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,114,564	7.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,433,263	8.9%

Assets/Debt
Total Assets	$301,393,198
Total Liabilities	$48,651,905
Net Assets	$252,741,293

990

Filed on June 6, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$24,288,495

Expenses

$13,708,043

Net Income

$10,580,452

Net Assets

$222,572,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,165,383	91.3%
Program Services	$0
Investment Income	$1,159,441	4.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,494	0.0%
Net Inventory Sales	$0
Other Revenue	$958,177	3.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$833,074	6.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,027,067	7.5%

Assets/Debt
Total Assets	$270,275,470
Total Liabilities	$47,703,043
Net Assets	$222,572,427

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Revenue

$11,307,538

Expenses

$13,453,743

Net Income

-$2,146,205

Net Assets

$208,276,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,444,711	83.5%
Program Services	$0
Investment Income	$803,793	7.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,528
Net Inventory Sales	$0
Other Revenue	$1,062,562	9.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$944,876	7.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$925,158	6.9%

Assets/Debt
Total Assets	$250,415,647
Total Liabilities	$42,138,857
Net Assets	$208,276,790

990

Fiscal Year Ending June
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Jefferson Scholars Foundation

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $33.2M (2024)

Expenses $32.4M (2024)

Total Assets $813M (2024)

Total Liabilities $85.8M (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Revenue

$33.2M (2024)

Expenses

$32.4M (2024)

Total Assets

$813M (2024)

Total Liabilities

$85.8M (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001