EDITH WHARTON RESTORATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Phone

4135515100

Tax Period

2024-04-01 to 2025-03-31

EDITH WHARTON RESTORATION INC, founded in 1978, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $19.9M represent 56 months of operating reserves.

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 nearly 80,000 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.

Program Service Accomplishments

Program 1

Expenses: $3,572,327

PROGRAM COSTS INCLUDE ALL SALARIES AND RELATED COSTS OF THOSE INVOLVED WITH PROVIDING TOURS AND PRODUCING CULTURAL PROGRAMMING. ALL COSTS RELATED TO THE ON-GOING MAINTENANCE OF THE PROPERTY AND...

PROGRAM COSTS INCLUDE ALL SALARIES AND RELATED COSTS OF THOSE INVOLVED WITH PROVIDING TOURS AND PRODUCING CULTURAL PROGRAMMING. ALL COSTS RELATED TO THE ON-GOING MAINTENANCE OF THE PROPERTY AND RELATED TO THE TOUR AND PROGRAM FUNCTIONS ARE CONSIDERED PROGRAM COSTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,862,852

Program Service Revenue $918,713

Investment Income $456,626

Other Revenue $993,922

TOTAL REVENUE $4,232,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,214,469

Fundraising Expenses $495,974

Program Expenses $3,572,327

Other Expenses $2,086,958

TOTAL EXPENSES $4,301,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,232,113	$3,607,557	+0.2%
Expenses	$4,301,427	$3,600,506	+0.2%
Net Income	$-69,314	$7,051	-10.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WISSLER	EXECUTIVE DIRECTOR	60.00		$165,601	$11,399	$177,000
BARBARA COOPERMAN	CHAIR	5.00	Officer Director	$0	$0	$0
SHELIA PAREKH BLUM	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
ROBERT SALERNO	TREASURER/CLERK	5.00	Officer Director	$0	$0	$0
GAIL KITCH	Trustee	5.00	Director	$0	$0	$0
GALE ARNOLD	Trustee	5.00	Director	$0	$0	$0
ANDRE BERNARD	Trustee	5.00	Director	$0	$0	$0
BOBBIE HALLIG	Trustee	5.00	Director	$0	$0	$0
MARIE KEEP	Trustee	5.00	Director	$0	$0	$0
ANTHONY SEGALA	Trustee	5.00	Director	$0	$0	$0
MARY COPELAND	Trustee	5.00	Director	$0	$0	$0
MICHELLE PETRICCA	Trustee	5.00	Director	$0	$0	$0
DANIEL KASPER	Trustee	5.00	Director	$0	$0	$0
CRIS RAYMOND	Trustee	5.00	Director	$0	$0	$0
NATALIE JOHNSONIUS NEUBERT	Trustee	5.00	Director	$0	$0	$0
RICHARD SELTZER	Trustee	5.00	Director	$0	$0	$0
MICHAEL SIMON	Trustee	5.00	Director	$0	$0	$0
LINDA SAUL-SENA	Trustee	5.00	Director	$0	$0	$0
KATE WHARTON	Trustee	5.00	Director	$0	$0	$0
JANET EGELHOFER	Trustee	5.00	Director	$0	$0	$0
ERNIE VON SIMSON	Trustee	5.00	Director	$0	$0	$0
ROBERT OUIMETTE	Trustee	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2026	No data	No data	No data	No data
2025	$4,232,113	$4,301,427	$20,544,510	$-69,314
2024	$3,607,557	$3,600,506	$20,100,586	$7,051
2023	$3,149,197	$3,114,268	$18,882,773	$34,929
2022	$3,949,789	$3,003,902	$19,013,196	$945,887
2021	$3,306,294	$2,491,422	$18,245,381	$814,872
2020	$10,653,436	$2,416,158	$16,550,044	$8,237,278