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| Charity Name | Maymont Foundation | National Trust for Historic Preservation | George Washington's Mount Vernon | Historic Columbia | Friends of Mount Auburn Cemetery |
| Location | Richmond, VA | Washington, DC | Mount Vernon, VA | Columbia, SC | Cambridge, MA |
| Overall Rating |
(87.94) |
(83.57) |
(89.03) |
(91.45) |
(96.66) |
| Financial Rating | (86.20) |
(76.96) |
(85.02) |
(95.00) |
(97.50) |
| A&T Rating | (90.00) |
(97.00) |
(96.00) |
(89.00) |
(96.00) |
| Financial Metrics | |||||
| Program Expenses | 73.5% | 74.3% | 84.4% | 87.7% | 91.8% |
| Admin Expenses | 16.1% | 11.2% | 7.7% | 6.6% | 1.1% |
| Fund Expenses | 10.3% | 14.4% | 7.8% | 5.6% | 6.9% |
| Fund Efficiency | $0.18 | $0.19 | $0.22 | $0.06 | $0.07 |
| Program Growth | 5.0% | 1.5% | 0.7% | 11.8% | 28.0% |
| Working Capital | 6.19 | 3.59 | 4.31 | 0.95 | 0.75 |
| Liabilitites to Assets | 1.8% | 14.7% | 8.8% | 4.2% | 0.7% |
| Total Revenue | $5,975,147 | $80,513,654 | $60,068,021 | $2,601,212 | $1,423,362 |
| Total Expenses | $5,850,815 | $54,212,614 | $49,683,181 | $2,705,098 | $1,986,792 |
| Excess/Deficit | $124,332 | $26,301,040 | $10,384,840 | $-103,886 | $-563,430 |
| Net Assets | $34,444,411 | $304,351,511 | $260,659,226 | $2,595,181 | $1,530,260 |
| CEO Compensation % of Expenses |
$164,014 2.80% |
$508,446 0.93% |
$315,889 0.63% |
$109,058 4.03% |
$0 0.00% |
| Accountability & Transparency Metrics | |||||
| Information Provided on the Form 990 | |||||
| Independent Voting Board Members |  | | | | |
| No Material diversion of assets | | | | | |
| Audited financials prepared by independent accountant | | | | | |
| Does Not Provide Loan(s) to or Receive Loan(s) From related parties | | | | | |
| Documents Board Meeting Minutes | | | | | |
| Provided copy of Form 990 to organization's governing body in advance of filing | | | | | |
| Conflict of Interest Policy | | | | | |
| Whistleblower Policy | | | | | |
| Records Retention Policy | | | | | |
| CEO listed with salary | | | | | |
| Process for determining CEO compensation | | | | |  |
| Does Not Compensate Any Board Members | | | | | |
| Does the charity's website include readily accessible information about the following: | |||||
| Donor Privacy Policy | |  | | | |
| Board Members Listed | | | | | |
| Audited Financials | | | | | |
| Form 990 | | | | | |
| Key staff listed | | | | | |
