Civic Intelligence

Edith Wharton Restoration Inc.

990T • Fiscal year 2024 • EIN 04-2666846

Apr 01, 2023 to Mar 31, 2024 • Filed on Jun 26, 2024

PO Box 974 2 Plunkett StreetLenox, MA 01240

(413) 551-5100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

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.

$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

Latest loaded filing

2025

Assets$20,544,510
Liabilities$640,402
Net Assets$19,904,108

Operations Trend

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

Latest loaded filing

2025

Revenue$4,232,113
Expenses$4,301,427
Net Income-$69,314
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jun 26, 2024
Return Version
2023v7.0
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.

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
Robert Salerno
Title
Treasurer
Signed
2024-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Lombardi Clairmont & Keegan CPAs
Address
35 Pearl Street, Pittsfield, MA 01201
Preparer
John J Keegan
Phone
4134993733
Raw XML Appendix107 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
IRS4562/BusinessOrActivityTxt0Form 990-T Sch A - WEDDINGS & EVENTS - R
IRS4562/OtherDepreciationAmt022997
IRS4562/TotalDepreciationAmt022997
IRS990T/AvlblPre2018NOLCarryoverAmt091103
IRS990T/BooksInCareOfDetail/PersonNm0SUSAN WISSLER
IRS990T/BooksInCareOfDetail/PhoneNum04135515100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0THE MOUNT 2 PLUNKETT STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LENOX
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001240
IRS990T/BookValueAssetsEOYAmt020100586
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt05364
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CostOfGoodsSoldAmt038945
IRS990TScheduleA/DepreciationNetAmt022997
IRS990TScheduleA/EmployeeBenefitProgramAmt011003
IRS990TScheduleA/GrossProfitAmt086095
IRS990TScheduleA/GrossReceiptsOrSalesAmt0125040
IRS990TScheduleA/InventoryValuationMethodCd0INVENTORIES AT COST
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0125040
IRS990TScheduleA/NetRentIncomeAmt0201389
IRS990TScheduleA/OtherDeductionsAmt037976
IRS990TScheduleA/OtherIncomeAmt05510
IRS990TScheduleA/PrincipalBusinessActivityCd0812900
IRS990TScheduleA/PrincipalBusinessActivityCd1721000
IRS990TScheduleA/PurchasesAmt038945
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt031598
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt0232987
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt0232987
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt02 PLUNKETT STREET
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0LENOX
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0MA
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IRS990TScheduleA/RepairsAndMaintenanceAmt161347
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IRS990TScheduleA/TotalDeductionsAmt0146
IRS990TScheduleA/TotalDeductionsAmt1301091
IRS990TScheduleA/TotalDepreciationAmt022997
IRS990TScheduleA/TotalRentDeductionsAmt031598
IRS990TScheduleA/TotalRentIncomeAmt0232987
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05510
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1287484
IRS990TScheduleA/TotUnrltTrdBusIncmAmt05510
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1319082
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt131598
IRS990TScheduleA/TradeOrBusinessDesc0ADVERTISING
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IRS990TScheduleA/UBIBeforeNOLDedAmt05364
IRS990TScheduleA/UBIBeforeNOLDedAmt1-13607
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt05364
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-13607
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt05364
IRS990T/TotalUBTIComputedAmt05364
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SALERNO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDITH WHARTON RESTORATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDIT
ReturnHeader/Filer/EIN0042666846
ReturnHeader/Filer/PhoneNum04135515100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 974 2 PLUNKETT STREET
ReturnHeader/Filer/USAddress/CityNm0LENOX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042511474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lombardi Clairmont & Keegan CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 Pearl Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001201
ReturnHeader/PreparerPersonGrp/PhoneNum04134993733
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J KEEGAN
ReturnHeader/ReturnTs02024-06-26T14:38:42-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SALERNO
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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