Civic Intelligence

Robert E Lee Memorial Association Inc

990T • Fiscal year 2021 • EIN 54-0536105

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileWWW.STRATFORDHALL.ORG

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483 Great House RoadStratford, VA 22558-0001

(804) 493-1977

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

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 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

Latest loaded filing

2025

Assets$35,713,148
Liabilities$334,818
Net Assets$35,378,330
Open 2025 Filing

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 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

Latest loaded filing

2025

Revenue$3,481,446
Expenses$4,439,429
Net Income-$957,983
Open 2025 Filing
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Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v1.1
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.

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

Signing Officer

Name
Karen L Daly
Title
President
Phone
8044931977
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Travis W Simpson
Phone
4342962156
Raw XML Appendix169 raw XML fields

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

Path#Value
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0STRATFORD
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IRS990TScheduleA/CostOfGoodsSoldAmt00
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IRS990TScheduleA/CostOfLaborAmt00
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IRS990TScheduleA/GrossProfitAmt06391
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IRS990TScheduleA/GrossReceiptsOrSalesAmt06391
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IRS990TScheduleA/InventoryValuationMethodCd0INVENTORIES AT COST
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IRS990TScheduleA/TotalCostGoodsSoldAmt0442
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0109750
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
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IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06391
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0WEDDINGS AND CATERED EVENTS
IRS990TScheduleA/TradeOrBusinessDesc1GLOBAL ENDOWMENT MANAGEMENT FUNDS
IRS990TScheduleA/TradeOrBusinessDesc2UNRELATED GIFT SHOP SALES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2264
IRS990TScheduleA/UBIBeforeNOLDedAmt162061
IRS990TScheduleA/UBIBeforeNOLDedAmt2-7615
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2264
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IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2-7615
IRS990T/SpecificDeductionAmt01000
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08044931977
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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ReturnHeader/Filer/EIN0540536105
ReturnHeader/Filer/PhoneNum08044931977
ReturnHeader/Filer/USAddress/AddressLine1Txt0483 GREAT HOUSE ROAD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
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ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
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ReturnHeader/ReturnTs02021-11-15T16:59:41-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
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Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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