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Charity Name National Trust for Historic Preservation Thomas Jefferson Foundation Montpelier Foundation Historic Columbia
Location Washington, DC Charlottesville, VA Montpelier Station, VA Columbia, SC
   
Overall Rating
 
two stars
(79.88)
four stars
(91.32)
three stars
(80.84)
four stars
(91.45)
   
Financial Rating two stars
(71.71)
three stars
(88.11)
two stars
(73.83)
four stars
(95.00)
   
A&T Rating four stars
(97.00)
four stars
(97.00)
four stars
(93.00)
three stars
(89.00)
   
Financial Metrics
Program Expenses 73.5% 78.4% 76.0% 86.8%
Admin Expenses 11.9% 16.2% 9.9% 7.1%
Fund Expenses 14.5% 5.3% 13.9% 6.0%
Fund Efficiency $0.29 $0.11 $0.25 $0.06
Program Growth -4.2% 8.3% 2.9% 21.8%
Working Capital 3.48 7.32 2.03 0.94
Liabilitites to Assets 14.6% 13.3% 27.8% 4.6%
Total Revenue $44,959,214 $25,622,996 $6,923,533 $2,411,227
Total Expenses $48,392,459 $31,701,531 $10,867,685 $3,349,036
Excess/Deficit $-3,433,245 $-6,078,535 $-3,944,152 $-937,809
Net Assets $266,012,137 $262,816,598 $26,060,224 $2,688,347
CEO Compensation
% of Expenses
$499,210
1.03%
$419,193
1.32%
$220,339
2.02%
$115,940
3.46%
   
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
      

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