Civic Intelligence

Edith Wharton Restoration Inc.

990 • Fiscal year 2021 • EIN 04-2666846

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 15, 2021

Organization ProfileWWW.EDITHWHARTON.ORG

View Organization Page

PO Box 974 2 Plunkett StreetLenox, MA 01240

(413) 551-5100

Siviq Scores

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

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.16x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$153,267

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

51st percentile

10%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-69%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$18,245,381

Up $1,695,337 (+10%) from 2020

Net Assets

Up

$17,715,707

Up $1,397,187 (+8.6%) from 2020

Liabilities

Up

$529,674

Up $298,150 (+129%) from 2020

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin70th percentile

Revenue

Down

$3,306,294

Down $7,347,142 (-69%) from 2020

Expenses

Up

$2,491,422

Up $75,264 (+3.1%) from 2020

Net Income

Down

$814,872

Down $7,422,406 (-90%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2012: $5,365,299Liabilities 2012: $4,618,979Net Assets 2012: $746,3202012Assets 2013: $5,532,090Liabilities 2013: $4,141,919Net Assets 2013: $1,390,1712013Assets 2014: $5,410,832Liabilities 2014: $4,081,323Net Assets 2014: $1,329,5092014Assets 2015: $5,504,530Liabilities 2015: $3,948,599Net Assets 2015: $1,555,9312015Assets 2016: $5,800,064Liabilities 2016: $147,981Net Assets 2016: $5,652,0832016Assets 2017: $6,112,709Liabilities 2017: $128,757Net Assets 2017: $5,983,9522017Assets 2018: $6,536,225Liabilities 2018: $145,082Net Assets 2018: $6,391,1432018Assets 2019: $8,653,504Liabilities 2019: $356,036Net Assets 2019: $8,297,4682019Assets 2020: $16,550,044Liabilities 2020: $231,524Net Assets 2020: $16,318,5202020Assets 2021: $18,245,381Liabilities 2021: $529,674Net Assets 2021: $17,715,7072021Assets 2022: $19,013,196Liabilities 2022: $374,877Net Assets 2022: $18,638,3192022Assets 2023: $18,882,773Liabilities 2023: $395,387Net Assets 2023: $18,487,3862023Assets 2024: $20,100,586Liabilities 2024: $442,980Net Assets 2024: $19,657,6062024Assets 2025: $20,544,510Liabilities 2025: $640,402Net Assets 2025: $19,904,1082025

Highlighted filing

2021

Assets$18,245,381
Liabilities$529,674
Net Assets$17,715,707
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $2,000,295Expenses 2012: $1,366,390Net Income 2012: $633,9052012Revenue 2013: $2,193,971Expenses 2013: $1,550,120Net Income 2013: $643,8512013Revenue 2014: $1,544,086Expenses 2014: $1,604,748Net Income 2014: -$60,6622014Revenue 2015: $1,796,008Expenses 2015: $1,569,586Net Income 2015: $226,4222015Revenue 2016: $5,807,898Expenses 2016: $1,711,746Net Income 2016: $4,096,1522016Revenue 2017: $2,297,045Expenses 2017: $1,965,176Net Income 2017: $331,8692017Revenue 2018: $2,428,623Expenses 2018: $2,021,432Net Income 2018: $407,1912018Revenue 2019: $3,997,939Expenses 2019: $2,091,614Net Income 2019: $1,906,3252019Revenue 2020: $10,653,436Expenses 2020: $2,416,158Net Income 2020: $8,237,2782020Revenue 2021: $3,306,294Expenses 2021: $2,491,422Net Income 2021: $814,8722021Revenue 2022: $3,949,789Expenses 2022: $3,003,902Net Income 2022: $945,8872022Revenue 2023: $3,149,197Expenses 2023: $3,114,268Net Income 2023: $34,9292023Revenue 2024: $3,607,557Expenses 2024: $3,600,506Net Income 2024: $7,0512024Revenue 2025: $4,232,113Expenses 2025: $4,301,427Net Income 2025: -$69,3142025

Highlighted filing

2021

Revenue$3,306,294
Expenses$2,491,422
Net Income$814,872
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 15, 2021
Return Version
2020v4.0
Gross Receipts
$5,483,337
Mission and Program Overview

Mission

Edith Wharton Restoration was incorporated in Massachusetts in 1978 to acquire The Mount, the National Historic Landmark estate designed by Edith Wharton, to protect it from commercial development. Today, The Mount is both a historic site and a center for culture inspired by the passions and achievements of its creator. It welcomes more than 50,000 visitors from across the U.S. and abroad annually, who come to tour the estate, or attend one of the many readings, lectures, performances, or other programs that the Organization offers.

The mount is both a historic site and a center for culture inspired by its creator, edith wharton. It welcomes more than 50,000 visitors annually who come to tour the estate or attend one of the many readings, lectures, performances or other programs that the organization offers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,272,786$4,950,661▲ $3,677,875
Land, Buildings, and Equipment, Net$4,548,736$4,642,064▲ $93,328
Pledges and Grants Receivable$4,804,274$3,724,043▼ $1,080,231
Savings and Temporary Cash Investments$1,452,603$1,971,404▲ $518,801
Cash and Non-Interest-Bearing Accounts$73,638$311,309▲ $237,671
Inventories for Sale or Use$45,550$42,802▼ $2,748
Prepaid Expenses and Deferred Charges$42,791$25,873▼ $16,918
Accounts Receivable$2,440$0▼ $2,440
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$16,550,044$18,245,381▲ $1,695,337
Other Assets Total$4,307,226$2,577,225▼ $1,730,001
Liabilities
Mortgage Notes Payable Secured by Investment Property-$236,820-
Deferred Revenue$107,016$203,621▲ $96,605
Accounts Payable and Accrued Expenses$124,504$89,232▼ $35,272
Other Liabilities$4$1▼ $3
Total Liabilities$231,524$529,674▲ $298,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,604,511$9,669,442▲ $1,064,931
Net Assets With Donor Restrictions$7,714,009$8,046,265▲ $332,256
Total Net Assets Fund Balance$16,318,520$17,715,707▲ $1,397,187
Total Liabilities and Net Assets / Fund Balance$16,550,044$18,245,381▲ $1,695,337

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,282,662$2,915,198$7,197,860
Equipment$93,717$290,287$384,004
Buildings-$255,674$255,674
Other Land Buildings$199,975-$199,975
Land$65,710-$65,710
Other Assets Org$643,447--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,995,357$437,328▲ $459,488-$7,892,173
2019$437,022$6,585,707▼ $27,372-$6,995,357
2018$174,167$262,855--$437,022
2017$131,667$42,500--$174,167
2016$131,667---$131,667
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WisslerExecutive DirectorFT$142,474$10,793$153,267

Board Members and Trustees

NameTitle
Daniel KasperChair
Mary CopelandVice-chair
Barbara CoopermanTrustee
Bobbie HalligTrustee
Carol HaythorneTrustee
Claire McmillanTrustee
Cris RaymondTrustee
David EdwardsTrustee
Delight W DodykTrustee
Ernie Von SimsonTrustee
Gale ArnoldTrustee
Gertrude WilmersTrustee
Inge HeckelTrustee
Janet EgelhoferTrustee
Kate WhartonTrustee
Linda Saul-senaTrustee
Michael SimonTrustee
Naomi GordonTrustee
Pauline MetcalfTrustee
Richard SeltzerTrustee
Robert SalernoTrustee
Sheila Parekh-blumTrustee
Virginia GiddensClerk
B Carter WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,792,776
Program Service Revenue
$359,492
Investment Income
$65,943
Other Revenue
$88,083
All Other Contributions
$2,093,083
Change in Net Assets
$814,872

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$599,959Fair Value
Other Non Cash Contri Table1$247,277Loan Amount
Total Noncash Contributions3$847,236-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,284,010
Revenue Not Reported on Financial Statements
$22,284
Revenue Not Reported on Form 990
$677,910
Total Revenue per Audited Statements
$3,961,920
Total Revenue per Form 990
$3,306,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,265,578
Other Expenses$1,225,844
Total Fundraising Expense$264,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$748,001$49,228$121,646$918,875
Occupancy$340,450-$185$340,635
Depreciation Depletion$195,995--$195,995
Current Officers, Directors, Trustees, and Key Employees$75,601$30,240$45,361$151,202
Payroll Taxes$81,952$7,851$16,595$106,398
Advertising$70,943--$70,943
Insurance$64,612$4,271-$68,883
Other Employee Benefits$56,544$2,150$5,380$64,074
Office Expenses$42,812$1,155$11,031$54,998
Information Technology$30,593-$5,203$35,796
Pension Plan Contributions$17,729$2,327$4,973$25,029
Fees for Service Investment Mgmnt Fees-$22,284-$22,284
All Other Expenses$12,807$1,210$7,948$21,965
Other Expenses$20,855$16,824$63$20,918
Fees for Services Accounting-$18,320-$18,320
Fees for Services Other$5,707--$5,707
Fees for Services Legal-$3,605-$3,605
Interest-$2,077-$2,077
Travel$290-$487$777
Total Functional Expenses$2,064,985$161,542$264,895$2,491,422

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,564,733
Total Expenses per Form 990$2,491,422
Expenses per Audited Statements$2,469,138
Expenses Not Reported on Form 990$95,595
Expenses Not Reported on Financial Statements$22,284
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,300
Fundraising Direct Expenses$6,660
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert Series$17,300$17,300$660$16,640
Total Events$17,300$17,300$6,660$10,640
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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, Line 11B: Form 990 Review Process

“The board reviews and approves the form 990 before it is signed and filed with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees are required to report any potential conflicts of interest as they arise and to complete a form annually indicating any potential conflicts of interest to the governance commitee who is charged with enforcement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Any raise to the executive director's salary is discussed and determined by the executive committee of the board of trustees. Factors considered include the goingrates for the executive directors of comparable organizations, time elapsed sincethe last raise and overall performance. The salary surveys compiled by the americanalliance of museums and the new england museum association provide further basis forcomparison.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive director sets the salaries and raises for other employees. Factors considered include the going wages paid by other comparable organizations, previous experience, time elapsed since the last raise and overall performance. The salary surveys compiled by the american alliance of museums and the new england museum association provide further basis for comparison.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Financial statements and tax filings are posted on massachusetts attorney general's website. Form 990 is available on guidestar.org. Financial statements are posted on our website and all other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Edith Wharton Restoration Inc
EIN
04-2666846
Phone
4135515100
Address
PO BOX 974 2 PLUNKETT STREET, LENOX, MA 01240

Signing Officer

Name
B Carter White
Title
Treasurer
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
24
Employees
59
Volunteers
24

Preparer

Firm
Lombardi Clairmont & Keegan CPAs
Address
35 Pearl Street, Pittsfield, MA 01201
Preparer
John J Keegan
Phone
4134993733
Supplemental Narrative

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The Organization owns Edith Wharton's 2,700 volume personal library, containing inscriptions, annotations, book plates, and other markings of great interest to scholars and the public-at-large. The Organization also owns a number of other archival items that originally belonged to Edith Wharton or are important artifacts from her era. These items also aid in a greater understanding of Edith Wharton and the time period in which she lived.”

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds must be held in perpetuity with the income to be used for operations, educational purposes and maintenance based on the restrictions from the donors.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Rental expenses $19781 cost of goods sold $69154 special events expenses $6660”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Rental expenses $19781 cost of goods sold $69154 special events expenses $6660”

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IRS990/MissionDesc0Edith Wharton Restoration was incorporated in Massachusetts in 1978 to acquire The Mount, the National Historic Landmark estate designed by Edith Wharton, to protect it from commercial development. Today, The Mount is both a historic site and a center for culture inspired by the passions and achievements of its creator. It welcomes more than 50,000 visitors from across the U.S. and abroad annually, who come to tour the estate, or attend one of the many readings, lectures, performances, or other programs that the Organization offers.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,245,381
Liabilities
$529,674
Net assets
$17,715,707
Revenue
$3,306,294
Expenses
$2,491,422
Net income
$814,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.64$19.9$4.23$4.30$0.07
2024Detailed filing. Detailed filing data is available for this year.$20.1$0.44$19.7$3.61$3.60$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.40$18.5$3.15$3.11$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.37$18.6$3.95$3.00$0.95
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.53$17.7$3.31$2.49$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.23$16.3$10.7$2.42$8.24
2019Summary only. Only limited summary data is available for this year.$8.65$0.36$8.30$4.00$2.09$1.91
2018Summary only. Only limited summary data is available for this year.$6.54$0.15$6.39$2.43$2.02$0.41
2017Summary only. Only limited summary data is available for this year.$6.11$0.13$5.98$2.30$1.97$0.33
2016Summary only. Only limited summary data is available for this year.$5.80$0.15$5.65$5.81$1.71$4.10
2015Summary only. Only limited summary data is available for this year.$5.50$3.95$1.56$1.80$1.57$0.23
2014Summary only. Only limited summary data is available for this year.$5.41$4.08$1.33$1.54$1.60$0.06
2013Summary only. Only limited summary data is available for this year.$5.53$4.14$1.39$2.19$1.55$0.64
2012Summary only. Only limited summary data is available for this year.$5.37$4.62$0.75$2.00$1.37$0.63