2026-07-20T14:31:16-07:00 2026-03-31 042511474 Lombardi & Keegan 35 Pearl Street Pittsfield MA 01201 990 2025-04-01 042666846 EDITH WHARTON RESTORATION INC EDIT 4135515100 PO BOX 974 2 PLUNKETT STREET LENOX MA 01240 ROBERT SALERNO Treasurer 2026-07-20 true JOHN J KEEGAN P00496315 4134993733 2025 2025-03-06 01:10:19Z PO BOX 974 2 PLUNKETT STREET LENOX MA 01240 12100211 false X WWW.EDITHWHARTON.ORG X 1978 MA THE MOUNT IS BOTH A HISTORIC SITE AND A CENTER FOR CULTURE INSPIRED BY ITS CREATOR, EDITH WHARTON. IT WELCOMES approximately 90,000 VISITORS ANNUALLY WHO COME TO TOUR THE ESTATE OR ATTEND ONE OF THE MANY READINGS, LECTURES, PERFORMANCES OR OTHER PROGRAMS THAT THE ORGANIZATION OFFERS. 20 20 81 35 366511 1862852 3136811 918713 1008519 456626 638939 993922 741810 4232113 5526079 0 0 2214469 2323393 0 452262 2086958 2261746 4301427 4585139 -69314 940940 20544510 22452561 640402 649641 19904108 21802920 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 approximately 90,000 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. false false 3891958 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. 3891958 true true false false false false false true false true true false false true true false true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 61 0 true 81 true true true false false false false true true false 0 false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false MA NY X X SUSAN WISSLER 4135515100 THE MOUNT 2 PLUNKETT STREET LENOX MA 01240 X SUSAN WISSLER EXECUTIVE DIRECTOR 60.00 0.00 176448 0 13580 BARBARA COOPERMAN CHAIR 5.00 0.00 X X 0 0 0 SHELIA PAREKH BLUM VICE-CHAIR 5.00 0.00 X X 0 0 0 ROBERT SALERNO TREASURER/CLERK 5.00 0.00 X X 0 0 0 ANTHONY SEGALA Secretary 5.00 0.00 X X 0 0 0 GALE ARNOLD Trustee 5.00 0.00 X 0 0 0 ANDRE BERNARD Trustee 5.00 0.00 X 0 0 0 BOBBIE HALLIG Trustee 5.00 0.00 X 0 0 0 MARIE KEEP Trustee 5.00 0.00 X 0 0 0 MARY COPELAND Trustee 5.00 0.00 X 0 0 0 MICHELLE PETRICCA Trustee 5.00 0.00 X 0 0 0 GAIL KITCH Trustee 5.00 0.00 X 0 0 0 DANIEL KASPER Trustee 5.00 0.00 X 0 0 0 NATALIE JOHNSONIUS NEUBERT Trustee 5.00 0.00 X 0 0 0 RICHARD SELTZER Trustee 5.00 0.00 X 0 0 0 MICHAEL SIMON Trustee 5.00 0.00 X 0 0 0 LINDA SAUL-SENA Trustee 5.00 0.00 X 0 0 0 KATE WHARTON Trustee 5.00 0.00 X 0 0 0 JANET EGELHOFER Trustee 5.00 0.00 X 0 0 0 ERNIE VON SIMSON Trustee 5.00 0.00 X 0 0 0 ROBERT OUIMETTE Trustee 5.00 0.00 X 0 0 0 176448 13580 1 false true false 0 125505 276920 370672 2363714 126877 3136811 PROGRAM REVENUE 229627 229627 TOUR REVENUE 778892 778892 1008519 416032 416032 0 0 266065 34297 231768 231768 231768 6373045 6150138 222907 222907 222907 146750 276920 67268 79482 0 744081 322429 421652 295054 126598 ADVERTISING INCOME (NON-PERIODICAL) 8145 8145 MISCELLANEOUS 812900 763 763 8908 5526079 1304336 366511 638939 0 0 0 0 174926 87463 34985 52478 0 1767798 1490892 73633 203273 41678 33077 3113 5488 126786 92016 5855 28915 212205 169209 15744 27252 0 3356 3356 28519 28519 0 0 61421 61421 77628 77628 118568 117029 1539 163544 132356 31188 56259 46649 9610 0 625655 624338 1317 7615 4412 3203 0 0 0 0 412758 412758 116953 110405 6548 VISITOR SERVICES 302603 301613 990 BANK CHARGES 83935 83935 DEVELOPMENT COSTS 81014 297 80717 RENTALS 77026 74849 2177 44892 33032 6428 5432 4585139 3891958 240919 452262 226177 107599 863656 1285227 22532 11964 6425 131239 0 0 0 72506 94877 82864 90587 11601420 5053476 6249269 6547944 10867447 12394410 0 0 0 2153634 1788714 20544510 22452561 152161 196581 398673 387075 89568 65985 640402 649641 X 11692785 12401337 8211323 9401583 19904108 21802920 20544510 22452561 940940 957872 X false true X true false X 2271399 1903555 1586301 1862852 3145586 10769693 0 0 2271399 1903555 1586301 1862852 3145586 10769693 1011232 9758461 134516 168345 325549 372745 416032 1417187 0 4012 23267 4288 763 32330 12219210 0.79860 0.83880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1203460 X X X false 9915674 1440338 382887 10973125 9617916 612300 314542 9915674 8278678 285306 1303669 249737 9617916 8448633 280903 -450858 8278678 7892173 502243 54217 8448633 0.18450 0.81550 false false false 135438 135438 255674 255674 10129966 4209974 5919992 860967 587828 273139 219375 219375 6547944 ARCHIVE COSTS 546355 CASH BOARD DESIGNATED 145304 CASH RESTRICTED 374014 LIBRARY COLLECTION 657105 RIGHT-OF-USE ASSET 65936 1788714 OPERATING LEASE OBLIGATION PAYABLE 65936 SALES TAX PAYABLE 49 65985 6850524 957872 4000 423994 1385866 5464658 61421 61421 5526079 4951712 4000 423994 427994 4523718 61421 61421 4585139 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 $34297 COST OF GOODS SOLD $322429 SPECIAL EVENTS EXPENSES $67268 Part XII, Line 2d: Other expenses and losses per audited F/S RENTAL EXPENSES $34297 COST OF GOODS SOLD $322429 SPECIAL EVENTS EXPENSES $67268 false GALA 393570 276920 116650 16610 29233 450 14641 BOSTON COMMITTEE 30100 30100 6298 36 423670 276920 146750 22908 29233 450 14677 67268 79482 false false false false false false false false false SUSAN WISSLER EXECUTIVE DIRECTOR 176448 13580 190028 X 6 126877 MEAN VALUE false false false Form 990, Part VI, Section B, Line 11b THE BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS SIGNED AND FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12c 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, Section B, Line 15a THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FACTORS CONSIDERED INCLUDE THE SALARIES FOR THE EXECUTIVE DIRECTORS OF COMPARABLE ORGANIZATIONS, TIME ELAPSED SINCE THE LAST RAISE AND OVERALL PERFORMANCE. Form 990, Part VI, Section B, Line 15b THE EXECUTIVE DIRECTOR, IN CONSULTATION WITH THE HUMAN RESOURCES COORDINATOR, SETS THE SALARIES FOR ALL OTHER EMPLOYEES. FACTORS CONSIDERED INCLUDE THE GOING WAGES PAID BY OTHER COMPARABLE ORGANIZATIONS, SENIORITY, PREVIOUS EXPERIENCE, TIME ELAPSED SINCE THE LAST RAISE AND OVERALL PERFORMANCE. Form 990, Part VI, Section C, Line 19 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.