Civic Intelligence

Wentworth Coolidge Mansion Association Inc.

EIN 02-0362570 • 501(c)3 • Portsmouth, NH

Pub. 78 Eligible

Profile

Preservation and interpretation of national historic landmark.

PO Box 700Portsmouth, NH 03801

wentworthcoolidge.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

229%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$294,994

Up $205,319 (+229%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$294,994

Up $205,319 (+229%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$17,744

Up $5,451 (+44%) from 2023

Expenses

Up

$16,007

Up $7,308 (+84%) from 2023

Net Income

Down

$1,737

Down $1,857 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $112,380Liabilities 2011: $02011Assets 2012: $114,903Liabilities 2012: $02012Assets 2013: $110,281Liabilities 2013: $02013Assets 2014: $118,118Liabilities 2014: $02014Assets 2015: $139,449Liabilities 2015: $02015Assets 2016: $155,222Liabilities 2016: $02016Assets 2017: $145,176Liabilities 2017: $02017Assets 2018: $130,032Liabilities 2018: $0Net Assets 2018: $130,0322018Assets 2019: $114,291Liabilities 2019: $0Net Assets 2019: $114,2912019Assets 2020: $97,009Liabilities 2020: $0Net Assets 2020: $97,0092020Assets 2021: $91,658Liabilities 2021: $0Net Assets 2021: $91,6582021Assets 2022: $86,081Liabilities 2022: $0Net Assets 2022: $86,0812022Assets 2023: $89,675Liabilities 2023: $0Net Assets 2023: $89,6752023Assets 2024: $294,994Net Assets 2024: $294,9942024

Highlighted filing

2024

Assets$294,994
Liabilities-
Net Assets$294,994
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $67,846Expenses 2011: $82,393Net Income 2011: -$14,5472011Revenue 2012: $78,103Expenses 2012: $75,580Net Income 2012: $2,5232012Revenue 2013: $40,748Expenses 2013: $45,370Net Income 2013: -$4,6222013Revenue 2014: $64,236Expenses 2014: $56,399Net Income 2014: $7,8372014Revenue 2015: $43,100Expenses 2015: $21,769Net Income 2015: $21,3312015Revenue 2016: $28,148Expenses 2016: $12,375Net Income 2016: $15,7732016Revenue 2017: $1,020Expenses 2017: $11,066Net Income 2017: -$10,0462017Revenue 2018: $633Expenses 2018: $15,777Net Income 2018: -$15,1442018Revenue 2019: $3,183Expenses 2019: $18,924Net Income 2019: -$15,7412019Revenue 2020: $834Expenses 2020: $18,117Net Income 2020: -$17,2832020Revenue 2021: $773Expenses 2021: $6,124Net Income 2021: -$5,3512021Revenue 2022: $3,644Expenses 2022: $9,221Net Income 2022: -$5,5772022Revenue 2023: $12,293Expenses 2023: $8,699Net Income 2023: $3,5942023Revenue 2024: $17,744Expenses 2024: $16,007Net Income 2024: $1,7372024

Highlighted filing

2024

Revenue$17,744
Expenses$16,007
Net Income$1,737
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,994
Liabilities
-
Net assets
$294,994
Revenue
$17,744
Expenses
$16,007
Net income
$1,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$2.95$0.18$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.12$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.01$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.18$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.19$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.01$0.16$0.15
2017Summary only. Only limited summary data is available for this year.$1.45$0.00$0.01$0.11$0.10
2016Summary only. Only limited summary data is available for this year.$1.55$0.00$0.28$0.12$0.16
2015Summary only. Only limited summary data is available for this year.$1.39$0.00$0.43$0.22$0.21
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.64$0.56$0.08
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.41$0.45$0.05
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$0.78$0.76$0.03
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$0.68$0.82$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 11, 2025
Return Version
2024v5.0
Gross Receipts
$17,744
Mission and Program Overview

Mission

Preservation and interpretation of national historic landmark.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS INCLUDING ART CLASSES, HISTORY LECTURES AND SIMULAR EVENTS AND SERVICES TO PRESENT THE STORY OF THE WENTWORTH AND COOLIDGE FAMILIES AND THE HISTORICAL LEGACY OF THE MANSION AND ITS GROUNDS.-$15,707
EDUCATIONAL PROGRAMS INCLUDING ART CLASSES, HISTORY LECTURES AND SIMULAR EVENTS AND SERVICES TO PRESENT THE STORY OF THE WENTWORTH AND COOLIDGE FAMILES AND THE HISTORICAL LEGACY OF THE MANSION AND ITS GROUNDS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMA ANDREWSVice Preside-$0--
DAVID TAYLORSecretary-$0--
DAPHNE MCDONALDDirector-$0--
ELIZABETH AKROYDPresident-$0--
DONALD BLISSTreasurer-$0--
GEORGE DANA BISBEEDirector-$0--
JUDY GROPPADirector-$0--
Filing and Contact Details

Filer

Filer Name
Wentworth-coolidge Mansion
EIN
02-0362570
Phone
6034332238
Address
PO BOX 700, PORTSMOUTH, NH 03801

Signing Officer

Name
Donald Bliss
Title
Treasurer
Phone
6039578347
Signed
2025-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Dumais Ferland & Fuller Cpas LLC
Address
472 HIGH ST, SOMERSWORTH, NH 03878-1012
Preparer
Robert S Fuller CPA
Phone
6036925358
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website 338 1,198 historic site expenses 6,610 filing/dues 75 supplies 77 storage facility 1,949 po box rental 282 consulting 2,020 memberships 92 software subscription 347 equipment 2,719 total 15,707”

Form 990-ez, Part I, Line 20

“Prior period adjustment -unrecorded restricted fds 203,660 timing difference -77”

Form 990-ez, Part II, Line 24

“Restricted funds 0 203,660 total 0 203,660”

Form 990-ez, Part III, Line 31

“Educational programs including art classes, history lectures and simular events and services to present the story of the wentworth and coolidge familes and the historical legacy of the mansion and its grounds.”

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMPTON
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IRS990EZ/ExcessOrDeficitForYearAmt01737
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMA ANDREWS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUDY GROPPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0203660
IRS990EZ/OtherChangesInNetAssetsAmt0203583
IRS990EZ/OtherExpensesTotalAmt015707
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL PROGRAMS INCLUDING ART CLASSES, HISTORY LECTURES AND SIMULAR EVENTS AND SERVICES TO PRESENT THE STORY OF THE WENTWORTH AND COOLIDGE FAMILES AND THE HISTORICAL LEGACY OF THE MANSION AND ITS GROUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015707
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt016007
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WENTWORTHCOOLIDGE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03500
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030008
IRS990ScheduleA/TotalSupportAmt030634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE 338 1,198 HISTORIC SITE EXPENSES 6,610 FILING/DUES 75 SUPPLIES 77 STORAGE FACILITY 1,949 PO BOX RENTAL 282 CONSULTING 2,020 MEMBERSHIPS 92 SOFTWARE SUBSCRIPTION 347 EQUIPMENT 2,719 TOTAL 15,707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -UNRECORDED RESTRICTED FDS 203,660 TIMING DIFFERENCE -77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESTRICTED FUNDS 0 203,660 TOTAL 0 203,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL PROGRAMS INCLUDING ART CLASSES, HISTORY LECTURES AND SIMULAR EVENTS AND SERVICES TO PRESENT THE STORY OF THE WENTWORTH AND COOLIDGE FAMILES AND THE HISTORICAL LEGACY OF THE MANSION AND ITS GROUNDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06039578347
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-11
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
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ReturnHeader/Filer/EIN0020362570
ReturnHeader/Filer/PhoneNum06034332238
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364538379
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0038781012
ReturnHeader/PreparerPersonGrp/PhoneNum06036925358
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S FULLER CPA
ReturnHeader/ReturnTs02026-01-14T09:05:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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