NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES

EIN: 530210807 501(c)(3) Arts, Culture & Humanities

WASHINGTON, DC

Total Revenue
$104,875,831
Total Expenses
$91,264,282
Total Assets
$562,902,803
Net Assets
$502,933,129
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Financial Trends

Organization Details

Formation Year
1949
Legal Domicile
DC
Phone
2025886000
Tax Period
2024-07-01 to 2025-06-30

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES, founded in 1949, is a major nonprofit in the Arts, Culture & Humanities sector that reported $104.9M in total revenue in fiscal year 2024. Expenses of $91.3M left a modest 13% surplus.

Mission

THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES PROTECTS SIGNIFICANT PLACES REPRESENTING OUR DIVERSE CULTURAL EXPERIENCES BY TAKING DIRECT ACTION AND INSPIRING BROAD PUBLIC SUPPORT.

Program Service Accomplishments

Program 1
Expenses: $34,886,236 Revenue: $82,613

HISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES ACROSS THE COUNTRY; 2) RESEARCH, INFORMATION AND TECHNICAL ASSISTANCE TO MEMBERS...

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HISTORIC PRESERVATION & CONSERVATION: PRESERVATION SERVICES INCLUDES: 1) WORK TO SAVE THREATENED HISTORIC PLACES ACROSS THE COUNTRY; 2) RESEARCH, INFORMATION AND TECHNICAL ASSISTANCE TO MEMBERS, PRIVATE AND PUBLIC ORGANIZATIONS, AND GOVERNMENT BODIES WITH RESPECT TO CONTEMPORARY PRESERVATION ISSUES AND REHABILITATION PROJECTS RELATED TO IMPORTANT HISTORIC BUILDINGS, LANDSCAPES, AND LANDMARKS; 3) FINANCIAL ASSISTANCE/GRANTS AND TECHNICAL SUPPORT THROUGH PROGRAMS INCLUDING THE AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND, THE BACKING HISTORIC SMALL RESTAURANTS, AND THE NATIONAL FUND FOR SACRED PLACES GRANT PROGRAMS; THESE PROGRAMS SUPPORT THE PRESERVATION OF HISTORIC BUILDINGS, LANDSCAPES, AND COLLECTIONS; PUBLIC INTERPRETATION OF HISTORIC PLACES; CAPACITY-BUILDING; PRESERVATION EDUCATION PROGRAMS, CONFERENCES, AND RETENTION OF PROFESSIONAL CONSULTANTS; 4) PARTNERSHIPS WITH STATE AND LOCAL PRIVATE NONPROFIT PRESERVATION GROUPS TO DEVELOP RESOURCES TO PROMOTE PRESERVATION AS A SOLUTION TO IMPORTANT NATIONAL ISSUES, SUPPORT THE FINANCIAL SUSTAINABILITY OF SIGNIFICANT HISTORIC SITES, AND ADVANCE BEST PRACTICES IN PRESERVATION.

Program 2
Expenses: $34,048,225 Revenue: $4,626,779

HISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES...

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HISTORIC SITES - THE NATIONAL TRUST AND ITS PARTNERS ARE THE STEWARDS OF 27 NATIONAL TRUST HISTORIC SITES WHICH ARE OPEN TO THE PUBLIC. THEY ARE A NATIONALLY SIGNIFICANT COLLECTION OF HISTORIC PLACES THAT INCLUDE A WIDE VARIETY OF ARCHITECTURAL STYLES, STRUCTURES, LANDSCAPES, AND OBJECT COLLECTIONS THAT BRING DIVERSE STORIES OF AMERICAN HISTORY TO LIFE. IN 2024/2025, THE NATIONAL TRUST OWNED AND MANAGED 10 OF THESE SITES; OWNED 11 SITES (ONE THROUGH A LONG-TERM LEASE) THAT ARE MANAGED BY INDEPENDENT LOCAL ORGANIZATIONS; AND PROVIDED LIMITED SUPPORT TO SIX OTHER SITES THAT ARE OWNED AND MANAGED BY OTHER ENTITIES. THESE HISTORIC SITES WELCOMED OVER 1,282,000 VISITORS IN 2024/2025. THE HISTORY, STORIES, PEOPLE, COLLECTIONS, ARCHITECTURE, AND LANDSCAPES OF THESE SITES ARE INTERPRETED TO ON-SITE VISITORS, AND THROUGH DIGITAL PROGRAMS, SOCIAL MEDIA, WEBSITES, AND WRITTEN COMMUNICATION TO MILLIONS MORE. THE SITES SERVE THEIR COMMUNITIES BY PROVIDING EDUCATIONAL PROGRAMS, EVENTS, AND UNIQUE GATHERING PLACES FOR COMMUNITY RESIDENTS. THE NATIONAL TRUST AND ITS PARTNER ORGANIZATIONS MAINTAIN THE SITES AS GOOD MODELS FOR HISTORIC PRESERVATION, COLLECTIONS MANAGEMENT, INTERPRETATION, AND COMPREHENSIVE STEWARDSHIP.

Program 3
Expenses: $8,355,563 Revenue: $413,014

HISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE...

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HISTORIC PRESERVATION & CONSERVATION: EDUCATION - COMMUNICATES THE IMPORTANCE OF HISTORIC PRESERVATION, THREATS TO HISTORIC PLACES, AND ACHIEVEMENTS IN SAVING HISTORIC PLACES TO MEMBERS AND THE PUBLIC. PRODUCES AN ANNUAL CONFERENCE, WEBINARS, AND IN-PERSON TRAININGS, QUARTERLY MAGAZINE, PROFESSIONAL JOURNAL, AUDIENCE NEWSLETTERS, AND WEBSITES TO HIGHLIGHT IMPORTANT PRESERVATION ISSUES, COMMUNICATE PRESERVATION SUCCESSES, AND STIMULATE NEW INTEREST IN HISTORIC PRESERVATION. TO INSPIRE ACTION BY THE PUBLIC, STAGES MEDIA CAMPAIGNS SUCH AS THE 11 MOST ENDANGERED HISTORIC PLACES LIST. PROVIDES INFORMATION ABOUT THE LEGAL AND POLICY ASPECTS OF HISTORIC PRESERVATION. HISTORIC PRESERVATION & CONSERVATION: MEMBERSHIP OUTREACH - EDUCATE THE GENERAL PUBLIC ON THE IMPORTANCE OF AND TECHNIQUES FOR PRESERVING THE NATION'S ARCHITECTURAL AND CULTURAL HERITAGE. HISTORIC PRESERVATION AND CONSERVATION: PUBLICATIONS INCLUDE: 1) "PRESERVATION," THE QUARTERLY MAGAZINE CHRONICLING INDIVIDUALS AND PROGRAMS WORKING TO SAVE HISTORIC PLACES; 2) "FORUM JOURNAL," A SCHOLARLY JOURNAL SERVING A NETWORK OF PRESERVATION PROFESSIONALS, STUDENTS AND VOLUNTEERS; 3) WWW.SAVINGPLACES.ORG AND WWW.SAVINGPLACES.ORG/PRESERVATION-LEADERSHIP-FORUM (PRESERVATION LEADERSHIP FORUM) OFFER ONLINE CONTENT AND EMAIL COMMUNICATIONS THAT INSPIRE AND EDUCATE THE PUBLIC AND PRESERVATIONISTS AT ALL LEVELS.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $69,324,920
Program Service Revenue $5,386,518
Investment Income $20,208,482
Other Revenue $9,955,911
TOTAL REVENUE $104,875,831

Expense Breakdown

Grants Paid $21,910,768
Salaries & Benefits $26,401,044
Fundraising Expenses $7,631,106
Program Expenses $77,290,024
Other Expenses $42,284,466
TOTAL EXPENSES $91,264,282

Year-over-Year Comparison

2024 2023 Change
Revenue $104,875,831 $104,116,193 +0.0%
Expenses $91,264,282 $72,527,831 +0.3%
Net Income $13,611,549 $31,588,362 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
22
Independent Members
22
Employees
369
Volunteers
704

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
7
$1,308,862
Total Directors
29
$11,459
Key Employees
7
$1,800,367
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH KIRKLAND CAHILL VICE CHAIR, CHAIR ELECT AND GENERAL TRUSTEE 2.0
Officer Director
$0 $0 $0
PHOEBE TUDOR CHAIR AND GENERAL TRUSTEE 2.0
Officer Director
$0 $0 $0
ALISON K HOAGLAND TRUSTEE 2.0
Director
$0 $0 $0
CH RANDOLPH LYON TRUSTEE (THRU 10/24) 2.0
Director
$0 $0 $0
CHARLES F SAMS III EX OFFICIO TRUSTEE (THRU 01/25) 2.0
Director
$0 $0 $0
CHRISTINA LEE BROWN TRUSTEE 2.0
Director
$0 $0 $0
COSBY HUNT EX OFFICIO TRUSTEE (THRU 09/24) 2.0
Director
$0 $0 $0
DAMIEN DWIN TRUSTEE 2.0
Director
$0 $0 $0
DANIELLE DEL SOL EX OFFICIO TRUSTEE 2.0
Director
$0 $0 $0
DAVID SCOTT PARKER TRUSTEE 2.0
Director
$0 $0 $0
DONNA COLSON TRUSTEE (AS OF 10/24) 2.0
Director
$0 $0 $0
DOUG BURGUM EX OFFICIO TRUSTEE (AS OF 05/25) 2.0
Director
$0 $0 $0
EDWARD I TORREZ EX OFFICIO TRUSTEE 2.0
Director
$0 $0 $0
JAY C CLEMENS FORMER PRESIDENT & CEO (THRU 01/24) AND TRUSTEE (AS OF 02/24) 2.0
Director
$8,874 $2,585 $11,459
JENNIFER SKYLER TRUSTEE 2.0
Director
$0 $0 $0
JOE BEASLEY EX OFFICIO TRUSTEE (01/25-05/25) 2.0
Director
$0 $0 $0
JOEL EDWARD DANIES EX OFFICIO TRUSTEE (AS OF 10/24) 2.0
Director
$0 $0 $0
KAYWIN FELDMAN EX OFFICIO TRUSTEE 2.0
Director
$0 $0 $0
KELLY WILLIAMS TRUSTEE (AS OF 10/24) 2.0
Director
$0 $0 $0
MARTHA NELSON CHAIR (THRU 10/24) 2.0
Director
$0 $0 $0
PAMELA BONDI EX OFFICIO TRUSTEE (AS OF 04/25) 2.0
Director
$0 $0 $0
PETER KIES TRUSTEE 2.0
Director
$0 $0 $0
ROBERT JOSEPH VILA TRUSTEE 2.0
Director
$0 $0 $0
SAM DIXON TRUSTEE 2.0
Director
$0 $0 $0
Samantha Klein Frank EX OFFICIO TRUSTEE (THRU 04/25) 2.0
Director
$0 $0 $0
SHELLY JOON KEITH TRUSTEE (THRU 10/24) 2.0
Director
$0 $0 $0
TONY GELDERMAN TRUSTEE 2.0
Director
$0 $0 $0
TRACY FRIST TRUSTEE 2.0
Director
$0 $0 $0
WILLIAM BATES TRUSTEE 2.0
Director
$0 $0 $0
CAROL QUILLEN PRESIDENT & CEO 40.0
Officer
$506,236 $18,575 $524,811
DENISE WISE VP OF FINANCE & CONTROLLER (Former Interim CFO 5-11/24) 38.0
Officer
$230,083 $27,463 $257,546
NATALIE ROBINSON CHIEF FINANCIAL OFFICER (AS OF 11/24) 40.0
Officer
$21,944 $23 $21,967
ROSS M BRADFORD ASSISTANT CORPORATE SECRETARY 40.0
Officer
$180,027 $21,276 $201,303
THOMPSON M MAYES CHIEF LEGAL OFFICER & CORPORATE SECRETARY 40.0
Officer
$269,136 $34,099 $303,235
DEMOND LEGGS EXEC DIR, AACHAF & SR VP, NTHP 40.0
Key Emp
$250,230 $23,938 $274,168
EDWARD WHITAKER ACTING CHIEF MARKETING OFFICER 40.0
Key Emp
$178,461 $25,912 $204,373
JO ANN MCELWAIN CHIEF DEVELOPMENT OFFICER 40.0
Key Emp
$326,243 $28,683 $354,926
OMAR EATON-MARTINEZ SR VP, HISTORIC SITES 40.0
Key Emp
$194,872 $35,323 $230,195
ROBERT NIEWEG SR VP FOR PRESERVATION SERVICES & OUTREACH 40.0
Key Emp
$201,462 $15,161 $216,623
SHAW SPRAGUE VP FOR GOVERNMENT RELATIONS 40.0
Key Emp
$177,505 $34,165 $211,670
TABITHA ALMQUIST CHIEF ADMINISTRATIVE OFFICER 40.0
Key Emp
$283,075 $25,337 $308,412
Elizabeth S Merritt DEPUTY GENERAL COUNSEL 40.0
Highest
$192,182 $9,543 $201,725
MARIANNA KNIGHT FORMER VP, HUMAN RESOURCES (THRU 2/24) 40.0
Highest
$205,064 $10,363 $215,427
MICHELLE HORTON VP OF INSTITUTIONAL PARTNERSHIPS & STRATEGY 40.0
Highest
$202,137 $8,404 $210,541
PATRICIA WINTERTON VP OF PHILANTHROPY 40.0
Highest
$199,136 $35,102 $234,238
SUSAN LATTANZI VP OF INFORMATION TECHNOLOGY & REAL ESTATE 40.0
Highest
$195,783 $22,441 $218,224
PATRICIA M WOODWORTH FORMER CHIEF FINANCIAL OFFICER (THRU 5/24) 40.0
$150,431 $144 $150,575
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
2025 $104,875,831 $91,264,282 $562,902,803 $13,611,549
2024 No data No data No data No data
2023 $83,640,008 $60,959,675 $482,874,449 $22,680,333
2022 $94,041,688 $53,971,246 $439,626,174 $40,070,442
2021 $75,204,166 $50,755,386 $455,813,133 $24,448,780
2020 $67,909,234 $55,690,609 $363,613,414 $12,218,625
2019 $63,957,784 $60,238,430 $354,581,540 $3,719,354
2018 $80,513,654 $54,212,614 $357,126,901 $26,301,040
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