Civic Intelligence

Edith Wharton Restoration Inc.

990 • Fiscal year 2015 • EIN 04-2666846

Apr 01, 2014 to Mar 31, 2015

Organization ProfileWWW.EDITHWHARTON.ORG
Lenox, MA
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.72x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

2.20x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

55th percentile

1.7%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$5,504,530

Up $93,698 (+1.7%) from 2014

Net Assets

Up

$1,555,931

Up $226,422 (+17%) from 2014

Liabilities

Down

$3,948,599

Down $132,724 (-3.3%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin72nd percentile

Revenue

Up

$1,796,008

Up $251,922 (+16%) from 2014

Expenses

Down

$1,569,586

Down $35,162 (-2.2%) from 2014

Net Income

Up

$226,422

Up $287,084 (+473%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2015

Assets$5,504,530
Liabilities$3,948,599
Net Assets$1,555,931
Open 2015 Filing

Operations Trend

Revenue Growth75th 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

2015

Revenue$1,796,008
Expenses$1,569,586
Net Income$226,422
Open 2015 Filing
Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$5,504,530
Liabilities
$3,948,599
Net assets
$1,555,931
Revenue
$1,796,008
Expenses
$1,569,586
Net income
$226,422
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