Charity profile · Historical source record

Robert E. Lee Memorial Association

Historical collection: May 2019 · Rating details mostly from 2017. Source & context

The mission

What this organization describes

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

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

85.47Overall score
out of 100
82.66Financial score
out of 100
89.00Accountability & transparency
out of 100

These are the dataset’s historical numeric fields, not a current rating or a new DonorAPI.com assessment. Read the score context ↗

Financial context

Revenue, expenses, and composition

Total revenue · USD$3,290,242
Total expenses · USD$3,723,205

Program expenses

$2,710,493.24 recorded amount
72.8%

Fundraising expenses

$338,811.65 recorded amount
9.1%

Administrative expenses

$666,453.69 recorded amount
17.9%
Fundraising efficiency
$0.15 spent per $1 raised in donations, as defined in the source.

Expense shares are displayed as percentages. Component amounts in this collection match total expenses multiplied by the source ratios; rounding can leave a small difference from the total. The source does not supply a row-specific fiscal year. Field definitions ↗

Historical leadership record

The leadership information supplied

Recorded leader
John S. Bacon
Recorded compensation
$162,459.00
Recorded compensation percentage
4.36%

These fields do not establish the current officeholder or current compensation. The metadata does not specify the denominator of the leader compensation percentage. Read with context ↗

Inspect all 23 original source fields

Exact source strings are retained below, including numeric precision. A blank value is marked as not reported; zero remains zero.

All 23 original fields for Robert E. Lee Memorial Association
Source fieldOriginal source value
ascore
Accountability & transparency score
89.0
category
Category
Arts, Culture, Humanities
description
Mission & description
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.
ein
EIN
54-0536105
tot_exp
Total expenses
3723205.0
admin_exp_p
Administrative expense fraction
0.179
fund_eff
Fundraising efficiency ($ per $1 raised)
0.15
fund_exp_p
Fundraising expense fraction
0.091
program_exp_p
Program expense fraction
0.728
fscore
Financial score
82.66
leader
Recorded leader
John S. Bacon
leader_comp
Recorded leader compensation
162459.0
leader_comp_p
Recorded leader compensation fraction
0.0436
motto
Tagline
Home of the Lees of Virginia & Birthplace of Robert E. Lee
name
Charity name
Robert E. Lee Memorial Association
tot_rev
Total revenue
3290242.0
score
Overall score
85.47
state
State code
VA
subcategory
Subcategory
Libraries, Historical Societies and Landmark Preservation
size
Source size label
mid
program_exp
Program expenses
2710493.2399999998
fund_exp
Fundraising expenses
338811.65499999997
admin_exp
Administrative expenses
666453.695

Source: Charity Navigator Scores Expenses Dataset, version 1, attributed to katyjqian on Kaggle. Collection: May 2019; rating details mostly from 2017. Read attribution, scope, and reuse notes.