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| Charity Name | George Washington's Mount Vernon | American Battlefield Trust | The Royal Oak Foundation | Preservation Virginia | Morven Museum & Garden |
| Location | Mount Vernon, VA | Washington, DC | New York, NY | Richmond, VA | Princeton, NJ |
| Overall Rating |
(89.03) |
(95.40) |
(92.23) |
(86.36) |
(92.14) |
| Financial Rating | (85.02) |
(94.24) |
(89.44) |
(84.17) |
(98.48) |
| A&T Rating | (96.00) |
(97.00) |
(97.00) |
(89.00) |
(89.00) |
| Financial Metrics | |||||
| Program Expenses | 84.4% | 84.4% | 74.3% | 82.1% | 79.7% |
| Admin Expenses | 7.7% | 4.1% | 10.8% | 10.5% | 12.7% |
| Fund Expenses | 7.8% | 11.3% | 14.8% | 7.2% | 7.5% |
| Fund Efficiency | $0.22 | $0.06 | $0.16 | $0.14 | $0.07 |
| Program Growth | 0.7% | 7.4% | 19.1% | -2.2% | 9.5% |
| Working Capital | 4.31 | 7.12 | 2.92 | 5.46 | 11.03 |
| Liabilitites to Assets | 8.8% | 5.3% | 2.2% | 6.1% | 0.1% |
| Total Revenue | $60,068,021 | $33,614,481 | $3,408,995 | $4,544,485 | $1,293,196 |
| Total Expenses | $49,683,181 | $22,185,692 | $3,682,737 | $4,047,717 | $1,398,185 |
| Excess/Deficit | $10,384,840 | $11,428,789 | $-273,742 | $496,768 | $-104,989 |
| Net Assets | $260,659,226 | $139,286,142 | $7,596,071 | $23,214,132 | $16,529,952 |
| CEO Compensation % of Expenses |
$315,889 0.63% |
$261,920 1.18% |
$173,584 4.71% |
$137,284 3.39% |
$124,307 8.89% |
| 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 | | | | | |
