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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Robert E. Lee Memorial Association

Home of the Lees of Virginia & Birthplace of Robert E. Lee

three stars

83.19

483 Great House Road Stratford, VA 22558
tel: (804) 493-8038   Web Site
EIN: 54-0536105

Board Leadership
Elaine Deming
Chair

CEO
John S. Bacon
President

  Score
(out of 100)
Rating
Overall Score & Rating 83.19 three stars
  Financial 81.56 three stars
  Accountability & Transparency 85.00 three stars
This rating was published 07/01/2020 and includes data from FY2019, the most recent 990 received at that time.

Founded in 1929, the mission of the Robert E. Lee Memorial Association is to restore and preserve Stratford Hall, the home of the Lees of Virginia and birthplace of Robert E. Lee for the benefit of the general public and historical study. Stratford Hall's educational programs offer many opportunities to develop a deeper understanding of a variety of topics, including the Lee family, the Civil War, cultural landscapes, and slavery. Each year, faculty members at local universities help Stratford Hall's educational staff plan and run these residential symposia.

Founded in 1929, the mission of the Robert E. Lee Memorial Association is to restore and preserve Stratford Hall, the home of the Lees of Virginia and birthplace of Robert E. Lee for the benefit of the general public and historical study. Stratford Hall's educational programs offer many opportunities to develop a deeper understanding of a variety of topics, including the Lee family, the Civil War, cultural landscapes, and slavery. Each year, faculty members at local universities help Stratford Hall's educational staff plan and run these residential symposia.

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Financial

three stars

81.56

Accountability & Transparency

three stars

85.00

This rating was published 07/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
72.4%
  Administrative Expenses 18.3%
  Fundraising Expenses 9.1%
  Fundraising Efficiency $0.19
  Working Capital Ratio (years) 4.14
  Program Expenses Growth -1.8%
  Liabilities to Assets 1.6%
All data for Financial Performance Metrics calculations was provided by Robert E. Lee Memorial Association on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Robert E. Lee Memorial Association on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Robert E. Lee Memorial Association (VA) 83.19 three stars
The Los Angeles Conservancy (CA) 90.14 four stars
Senator John Heinz History Center- Historical Society of Western Pennsylvania (PA) 91.04 four stars
Brooklyn Historical Society (NY) 90.15 four stars
United States Capitol Historical Society (DC) 90.68 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,348,384
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,348,384
   Program Service Revenue $305,599
Total Primary Revenue $1,653,983
   Other Revenue $343,957
TOTAL REVENUE $1,997,940
   
EXPENSES  
   Program Expenses $2,641,141
   Administrative Expenses $711,969
   Fundraising Expenses $344,892
TOTAL FUNCTIONAL EXPENSES $3,698,002
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,700,062
   
Net Assets $31,822,453

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Research and Education Programs $1,349,339 51.1%
Preservation Initiatives $640,973 24.3%
Retail Operations $650,829 24.6%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 07/01/2020 83.19 three stars
2018-06 04/01/2019 85.47 three stars
2017-06 06/01/2018 79.18 two stars
2016-06 05/01/2017 80.45 three stars
2015-06 06/01/2016 84.40 three stars
 
CN 2.0
2014-06 08/01/2015 82.19 three stars
2013-06 02/01/2014 86.47 three stars
2012-06 06/01/2013 83.95 three stars
2011-06 05/01/2012 84.02 three stars
2010-06 09/20/2011 87.57 three stars
 
CN 1.0
2010-06 07/01/2011 84.49 three stars
2009-06 11/24/2010 83.59 three stars
2008-06 04/01/2009 78.97 two stars
2007-06 03/01/2008 78.85 two stars
2006-06 02/01/2007 64.04 one star
2005-06 04/01/2006 58.91 one star
2004-06 05/01/2005 64.78 one star
2003-06 03/01/2004 75.22 two stars
2002-06 09/01/2003 75.98 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 54-0536105
Name in IRS Master File ROBERT E LEE MEMORIAL ASSOCIATION
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (64) Commemorative event (centennial, festival, pageant, etc.)
(30) School, college, trade school, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date March, 1933
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$166,133 4.49% John S. Bacon President

Highly Rated

Charity Name & State Overall Score Overall Rating
Robert E. Lee Memorial Association (VA) 83.19 three stars
Atlanta History Center (GA) 88.82 three stars
Minnesota Historical Society (MN) 87.79 three stars
Virginia Historical Society (VA) 88.58 three stars
California Historical Society (CA) 88.01 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Robert E. Lee Memorial Association
483 Great House Road
Stratford, VA 22558
tel: (804) 493-8038
EIN: 54-0536105

Visit Web Site

Board Leadership

Elaine Deming
Chair

CEO

John S. Bacon
President

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