Civic Intelligence

Robert E Lee Memorial Association Inc

990 • Fiscal year 2020 • EIN 54-0536105

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 09, 2021

483 Great House RoadStratford, VA 22558-0001

(804) 493-1977

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.45x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

3rd percentile

-96%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$177,715

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

11th percentile

-4.9%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-7.5%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$30,763,859

Flat from 2020

Net Assets

Flat

$29,926,065

Flat from 2020

Liabilities

Flat

$837,794

Flat from 2020

Revenue

Flat

$1,848,176

Flat from 2020

Expenses

Flat

$3,621,107

Flat from 2020

Net Income

Flat

-$1,772,931

Flat from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2012: $32,414,372Liabilities 2012: $1,453,102Net Assets 2012: $30,961,2702012Assets 2013: $29,612,148Liabilities 2013: $520,358Net Assets 2013: $29,091,7902013Assets 2014: $31,448,573Liabilities 2014: $526,146Net Assets 2014: $30,922,4272014Assets 2015: $31,087,430Liabilities 2015: $488,240Net Assets 2015: $30,599,1902015Assets 2016: $30,317,543Liabilities 2016: $556,493Net Assets 2016: $29,761,0502016Assets 2017: $31,406,627Liabilities 2017: $538,293Net Assets 2017: $30,868,3342017Assets 2018: $32,970,822Liabilities 2018: $522,198Net Assets 2018: $32,448,6242018Assets 2019: $32,341,591Liabilities 2019: $519,138Net Assets 2019: $31,822,4532019Assets 2020: $30,763,859Liabilities 2020: $837,794Net Assets 2020: $29,926,0652020Assets 2020: $30,763,859Liabilities 2020: $837,794Net Assets 2020: $29,926,0652020Assets 2021: $36,506,664Liabilities 2021: $1,199,556Net Assets 2021: $35,307,1082021Assets 2022: $32,464,208Liabilities 2022: $192,539Net Assets 2022: $32,271,6692022Assets 2023: $32,526,313Liabilities 2023: $303,170Net Assets 2023: $32,223,1432023Assets 2025: $35,713,148Liabilities 2025: $334,818Net Assets 2025: $35,378,3302025

Highlighted filing

2020

Assets$30,763,859
Liabilities$837,794
Net Assets$29,926,065

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2012: $3,217,762Expenses 2012: $3,531,656Net Income 2012: -$313,8942012Revenue 2013: $5,405,909Expenses 2013: $3,804,175Net Income 2013: $1,601,7342013Revenue 2014: $3,462,056Expenses 2014: $3,989,631Net Income 2014: -$527,5752014Revenue 2015: $4,127,158Expenses 2015: $4,053,061Net Income 2015: $74,0972015Revenue 2016: $6,623,396Expenses 2016: $3,838,623Net Income 2016: $2,784,7732016Revenue 2017: $2,295,484Expenses 2017: $3,647,835Net Income 2017: -$1,352,3512017Revenue 2018: $3,290,242Expenses 2018: $3,723,205Net Income 2018: -$432,9632018Revenue 2019: $1,997,940Expenses 2019: $3,698,002Net Income 2019: -$1,700,0622019Revenue 2020: $1,848,176Expenses 2020: $3,621,107Net Income 2020: -$1,772,9312020Revenue 2020: $1,848,176Expenses 2020: $3,621,107Net Income 2020: -$1,772,9312020Revenue 2021: $1,938,788Expenses 2021: $3,148,983Net Income 2021: -$1,210,1952021Revenue 2022: $3,400,673Expenses 2022: $3,963,832Net Income 2022: -$563,1592022Revenue 2023: $2,981,129Expenses 2023: $4,926,050Net Income 2023: -$1,944,9212023Revenue 2025: $3,481,446Expenses 2025: $4,439,429Net Income 2025: -$957,9832025

Highlighted filing

2020

Revenue$1,848,176
Expenses$3,621,107
Net Income-$1,772,931
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 9, 2021
Return Version
2019v5.2
Gross Receipts
$2,064,084
Mission and Program Overview

Mission

Robert e. Lee memorial association preserves the legacy of the lee family and their plantation community; inspires an appreciation of america's past, and encourages commitment to the ideas of leadership, honor, independent thought and civic responsbility.

Stratford hall preserves the legacy of the lee family and its surrounding community; inspires an appreciation of america's past; and encourgages commitment to the ideals of leadership, honor, independent thought and civic responsbility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$24,570,225$23,465,652▼ $1,104,573
Land, Buildings, and Equipment, Net$3,952,082$3,821,376▼ $130,706
Cash and Non-Interest-Bearing Accounts$867,939$1,740,879▲ $872,940
Savings and Temporary Cash Investments$692,995$705,206▲ $12,211
Pledges and Grants Receivable$1,294,800$98,580▼ $1,196,220
Inventories for Sale or Use$86,134$77,917▼ $8,217
Prepaid Expenses and Deferred Charges$44,231$33,439▼ $10,792
Accounts Receivable$29,766$3,745▼ $26,021
Total Assets$32,341,591$30,763,859▼ $1,577,732
Other Assets Total$803,419$817,065▲ $13,646
Liabilities
Other Liabilities$12,585$349,392▲ $336,807
Mortgage Notes Payable Secured by Investment Property$329,840$329,840→ $0
Accounts Payable and Accrued Expenses$176,713$158,562▼ $18,151
Total Liabilities$519,138$837,794▲ $318,656
Net Assets / Fund Balance
Net Assets With Donor Restrictions$26,338,093$24,050,998▼ $2,287,095
Net Assets Without Donor Restrictions$5,484,360$5,875,067▲ $390,707
Total Net Assets Fund Balance$31,822,453$29,926,065▼ $1,896,388
Total Liabilities and Net Assets / Fund Balance$32,341,591$30,763,859▼ $1,577,732

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,545,739$5,940,940$8,486,679
Equipment$463,588$2,253,973$2,717,561
Land$812,049-$812,049
Other Securities$23,465,652--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$24,570,225$294,570▼ $173,333$1,068,649$23,779,974
2018$24,466,109$136,434▲ $1,402,360$1,264,110$24,570,225
2017$23,656,957$57,000▲ $1,984,875$1,063,904$24,466,109
2016$21,155,259$1,230,191▲ $2,491,559$1,063,224$23,656,957
2015$22,688,364$331,187▼ $678,599$1,110,586$21,155,259
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John S BaconPresidentFT$160,619$17,096$177,715
Laura FortschDevelopment DirectorFT$111,523-$111,523

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Global Endowment ManagementInvestment Management550 S TRYON STREET SUITE 3500, Charlotte, NC 28202$163,807
Charles RackleyHistoric RestorationPO BOX 54, Champlain, VA 22438$132,760
Revenue and Support

Revenue Composition

Contributions and Grants
$1,353,723
Program Service Revenue
$330,469
Investment Income
$91,987
Other Revenue
$71,997
All Other Contributions
$1,353,723
Change in Net Assets
$-1,772,931

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$137,327Fair Market Value
Total Noncash Contributions4$137,327-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,848,176
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-203,126
Total Revenue per Audited Statements
$1,645,050
Total Revenue per Form 990
$1,848,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,913,371
Salaries, Compensation, and Employee Benefits$1,705,036
Total Fundraising Expense$369,779
Professional Fundraising Fees$2,700
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$966,988$100,507$209,628$1,277,123
Fees for Services Other$168,762$168,187-$336,949
Depreciation Depletion$236,299$95,640$216$332,155
Current Officers, Directors, Trustees, and Key Employees$77,988$69,323$25,997$173,308
Fees for Service Investment Mgmnt Fees-$157,161-$157,161
All Other Expenses$105,916$24,764$13,340$144,020
Other Employee Benefits$104,546$26,855$10,642$142,043
Other Expenses$103,038$67$26,772$129,877
Occupancy$115,108$8,785-$123,893
Insurance$87,319$35,341$80$122,740
Advertising$85,875$56$34,200$120,131
Payroll Taxes$65,445$24,604$14,800$104,849
Office Expenses$56,048$19,202$17,632$92,882
Fees for Services Accounting-$35,425-$35,425
Conferences and Meetings$885$16,254-$17,139
Travel$15,858--$15,858
Interest-$11,852-$11,852
Pension Plan Contributions$6,473-$1,240$7,713
Fees for Services Professional Fundraising--$2,700$2,700
Fees for Services Legal-$268-$268
Total Functional Expenses$2,433,957$817,371$369,779$3,621,107

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,621,107
Total Expenses per Audited Statements$3,541,438
Expenses per Audited Statements$3,463,946
Expenses Not Reported on Financial Statements$157,161
Expenses Not Reported on Form 990$77,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,500
Fundraising Direct Expenses$14,264
Professional Fundraising Fees$2,700
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Erin Bacon ColeDAUGHTER OF ASSOCIATION'S PRESIDENTErin Bacon Cole Provided Marketing and Sales Services Related to Hosting Weddings at Stratford Hall. Expenses Associated With Conducting External Wedding Activities on Behalf of the Association Are Required to Be Reimbursed by the Association With 30 Days.No$22,248
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Loan - Payroll Protection Program$343,990
Capital Lease Obligation$5,402
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two members of the board of directors, harriet stephens and paula ruffin, are sisters.

Form 990, Part VI, Section B, Line 11B

The form 990 is submitted to the association's audit committee for review and comments. Once the form 990 is accepted by the audit committee, each voting member of the board is provided with a final version of the form 990. Afterwards, the form 990 is filed and made available for public inspection.

Form 990, Part VI, Section B, Line 12C

Each board member is provided a copy of the written conflict of interest policy. Annually, this policy is reviewed by the board of directors with each member completing a conflict of interest statement, which is retained until requiring update during the year or at the semi-annual fall meeting.

Form 990, Part VI, Section B, Line 15

The performance review of the president is typically conducted annually following the board of directors' meeting in october by the association's board chair after discussion with key members of the board. A written annual performance is prepared, reviewed with the president, with each party signing and placed in the individual's personnel file. In order to ensure that compensation is fair and reasonable, and not excessive, the compensation committee shall be composed of directors that are free from any conflict of interest related to the review of compensation. A salary increase for the president and all employees is determined when the association's budget is finalized. The salary increase proposed by the compensation committee is subject each year to board approval as determined by the needs of the association.

Form 990, Part VI, Section C, Line 18

The association's 1023, 990, and 990-t are stored at the association's office and are available upon request.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and audited financial statements can be distributed to the public upon request. However, requests are subject to the approval of the president and the assocation's consideration of the intended use of the requested documents.

Filing and Contact Details

Filer

Filer Name
Robert E Lee Memorial Association Inc
EIN
54-0536105
Phone
8044931977
Address
483 GREAT HOUSE ROAD, STRATFORD, VA 22558-0001
Doing Business As
Stratford Hall

Signing Officer

Name
Karen L Daly
Title
President
Phone
8044931977
Signed
2021-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen L Daly
Formed
1929
Legal Domicile
Va
Voting Board Members
27
Independent Board Members
27
Employees
70
Volunteers
85

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Travis W Simpson
Phone
4342962156
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Gain on valuation of beneficial interests 49,876.

Form 990 Part XI, Line 2C

The association's board of directors has an audit committee that is responsible for the selection and retention of independent auditors. This process has not changed from the prior year.

Financial Statement Notes

PART III, LINE 1A:

The association's historic properties and collections, acquired through purchase and contributions, are not recognized as assets in accordance with accounting standards. Costs related to the restoration of historic properties and collections are expensed when incurred. The association's collections are maintained for public exhibition, education, and research.

PART III, LINE 4:

Robert e. Lee memorial association collects, exhibits, interprets and studies a wide-spanning collection consisting of archival documents, rare books, ephemera, maps and prints, decorative arts, costumes and furnishing textiles, tools and equipment, personal accessories, fine art, and architectural fragments, as well as a large collection of archaeological materials and paleontological specimens. The focus of these collections is the history of the lee family of virginia as well as the history of stratford hall itself as an important natural and domestic site from prehistory until the present day.

PART V, LINE 4:

Endowed funds are used to support ongoing operations, preservation, maintainence and beautification of the grounds, and other financial needs of that are essential to the association's mission and objectives.

PART X, LINE 2:

The association has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the association.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold included in revenue on 990 63,228. Gain on valuation of beneifical interest 49,876. Fundraising expenses netted with revenue on 990 14,264.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold included in revenue on 990 63,228. Fundraising expenses netted with revenue on 990 14,264.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0STRATFORD HALL PRESERVES THE LEGACY OF THE LEE FAMILY AND ITS SURROUNDING COMMUNITY; INSPIRES AN APPRECIATION OF AMERICA'S PAST; AND ENCOURGAGES COMMITMENT TO THE IDEALS OF LEADERSHIP, HONOR, INDEPENDENT THOUGHT AND CIVIC RESPONSBILITY.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
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IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA FORTSCH
IRS990/Form990PartVIISectionAGrp/PersonNm2ELAINE DEMING
IRS990/Form990PartVIISectionAGrp/PersonNm3KATIE LASKER
IRS990/Form990PartVIISectionAGrp/PersonNm4GINGER COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA GILLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm6CUSTIS GLOVER
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICIA REFO
IRS990/Form990PartVIISectionAGrp/PersonNm8HARRIET STEPHENS
IRS990/Form990PartVIISectionAGrp/PersonNm9GINNY DAY
IRS990/Form990PartVIISectionAGrp/PersonNm10MARTINA HAYWARD
IRS990/Form990PartVIISectionAGrp/PersonNm11JEANNIE RUTHERFOORD
IRS990/Form990PartVIISectionAGrp/PersonNm12DIANNE LYKES
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHY HENDRICKS
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE REDD
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA SLICK
IRS990/Form990PartVIISectionAGrp/PersonNm16TALBOT PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm17CITA SURATGAR
IRS990/Form990PartVIISectionAGrp/PersonNm18MARY JANE BROCK
IRS990/Form990PartVIISectionAGrp/PersonNm19PAULA RUFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm20PAGE WOLTZ
IRS990/Form990PartVIISectionAGrp/PersonNm21PAULA MADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm22CYNTHIA GUILL
IRS990/Form990PartVIISectionAGrp/PersonNm23ANN RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHELLE BROOKSHIRE
IRS990/Form990PartVIISectionAGrp/PersonNm25JANE SCHWAB
IRS990/Form990PartVIISectionAGrp/PersonNm26MARY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm27SUSAN HARDING
IRS990/Form990PartVIISectionAGrp/PersonNm28MISSY VANBUREN-BROWN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DEVELOPMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01929
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt014264
IRS990/FundraisingGrossIncomeAmt014500
IRS990/GainOrLossGrp/OtherAmt072394
IRS990/GainOrLossGrp/SecuritiesAmt0-1090
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt072394
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0137327
IRS990/GrossReceiptsAmt02064084
IRS990/GrossRentsGrp/RealAmt023026
IRS990/GrossSalesOfInventoryAmt0111962
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt080
IRS990/InsuranceGrp/ManagementAndGeneralAmt035341
IRS990/InsuranceGrp/ProgramServicesAmt087319
IRS990/InsuranceGrp/TotalAmt0122740
IRS990/InterestGrp/ManagementAndGeneralAmt011852
IRS990/InterestGrp/TotalAmt011852
IRS990/InventoriesForSaleOrUseGrp/BOYAmt086134
IRS990/InventoriesForSaleOrUseGrp/EOYAmt077917
IRS990/InvestmentIncomeGrp/ExclusionAmt020683
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020683
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt024570225
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt023465652
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08194913
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03952082
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03821376
IRS990/LandBldgEquipCostOrOtherBssAmt012016289
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0138417
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ROBERT E. LEE MEMORIAL ASSOCIATION PRESERVES THE LEGACY OF THE LEE FAMILY AND ITS SURROUNDING COMMUNITY; INSPIRES AN APPRECIATION OF AMERICA'S PAST, AND ENCOURAGES COMMITMENT TO THE IDEAS OF LEADERSHIP, HONOR, INDEPENDENT THOUGHT AND CIVIC RESPONSBILITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0329840
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0329840
IRS990/NetAssetsOrFundBalancesBOYAmt031822453
IRS990/NetAssetsOrFundBalancesEOYAmt029926065
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt071304
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt071304
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0236
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0236
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt032722
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt048735
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt016013
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023026
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt023026
IRS990/NetUnrelatedBusTxblIncmAmt033147
IRS990/NetUnrlzdGainsLossesInvstAmt0-173333

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$0.33$35.4$3.48$4.44$0.96
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.30$32.2$2.98$4.93$1.94
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.19$32.3$3.40$3.96$0.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$1.20$35.3$1.94$3.15$1.21
2020Detailed filing. Detailed filing data is available for this year.$30.8$0.84$29.9$1.85$3.62$1.77
2020Summary only. Only limited summary data is available for this year.$30.8$0.84$29.9$1.85$3.62$1.77
2019Summary only. Only limited summary data is available for this year.$32.3$0.52$31.8$2.00$3.70$1.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$0.52$32.4$3.29$3.72$0.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.54$30.9$2.30$3.65$1.35
2016Detailed filing. Detailed filing data is available for this year.$30.3$0.56$29.8$6.62$3.84$2.78
2015Detailed filing. Detailed filing data is available for this year.$31.1$0.49$30.6$4.13$4.05$0.07
2014Summary only. Only limited summary data is available for this year.$31.4$0.53$30.9$3.46$3.99$0.53
2013Summary only. Only limited summary data is available for this year.$29.6$0.52$29.1$5.41$3.80$1.60
2012Summary only. Only limited summary data is available for this year.$32.4$1.45$31.0$3.22$3.53$0.31