Nonprofit · EIN 04-2666846
EDITH WHARTON RESTORATION INC
Tax-exempt · LENOX, MA 01240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $5,526,079 | $4,585,139 | $940,940 | $22,452,561 | $649,641 | $21,802,920 |
| March 31, 2025 | 990 | $4,232,113 | $4,301,427 | -$69,314 | $20,544,510 | $640,402 | $19,904,108 |
| March 31, 2024 | 990 | $3,607,557 | $3,600,506 | $7,051 | $20,100,586 | $442,980 | $19,657,606 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $3,136,811
- of which government grants
- $370,672
- Membership dues
- $125,505
- Program service revenue
- $1,008,519
- Investment income
- $638,939
- Net rental income
- $231,768
- Net gain from sales of assets
- $222,907
- Net income from fundraising events
- $79,482
- Net income from sales of inventory
- $421,652
- Other revenue
- $741,810
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $174,926
- Other salaries and wages
- $1,767,798
- Salaries, compensation and benefits (total)
- $2,323,393
- Professional fundraising fees
- $0
- Legal fees
- $3,356
- Accounting fees
- $28,519
- Occupancy
- $625,655
- Travel
- $7,615
- Depreciation
- $412,758
- Program services (functional)
- $3,891,958
- Management and general (functional)
- $240,919
- Fundraising (functional)
- $452,262
Balance sheet and other
- Total assets, start of year
- $20,544,510
- Total assets, end of year
- $22,452,561
- Total liabilities, end of year
- $649,641
- Net assets, end of year
- $21,802,920
- Land, buildings and equipment
- $6,547,944
- Publicly traded securities
- $12,394,410
- Net assets without donor restrictions
- $12,401,337
- Net assets with donor restrictions
- $9,401,583
- Gross unrelated business income
- $366,511
- Gross receipts
- $12,100,211
- Employees
- 81
- Volunteers
- 35
- Year formed
- 1978
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN WISSLER | EXECUTIVE DIRECTOR | 60 | $176,448 | $13,580 |
| BARBARA COOPERMAN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SHELIA PAREKH BLUM | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT SALERNO | TREASURER/CLERK Trustee or director, Officer | 5 | $0 | $0 |
| ANTHONY SEGALA | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| GALE ARNOLD | Trustee Trustee or director | 5 | $0 | $0 |
| ANDRE BERNARD | Trustee Trustee or director | 5 | $0 | $0 |
| BOBBIE HALLIG | Trustee Trustee or director | 5 | $0 | $0 |
| MARIE KEEP | Trustee Trustee or director | 5 | $0 | $0 |
| MARY COPELAND | Trustee Trustee or director | 5 | $0 | $0 |
| MICHELLE PETRICCA | Trustee Trustee or director | 5 | $0 | $0 |
| GAIL KITCH | Trustee Trustee or director | 5 | $0 | $0 |
| DANIEL KASPER | Trustee Trustee or director | 5 | $0 | $0 |
| NATALIE JOHNSONIUS NEUBERT | Trustee Trustee or director | 5 | $0 | $0 |
| RICHARD SELTZER | Trustee Trustee or director | 5 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL SIMON | Trustee Trustee or director | 5 | $0 |
| LINDA SAUL-SENA | Trustee Trustee or director | 5 | $0 |
| KATE WHARTON | Trustee Trustee or director | 5 | $0 |
| JANET EGELHOFER | Trustee Trustee or director | 5 | $0 |
| ERNIE VON SIMSON | Trustee Trustee or director | 5 | $0 |
| ROBERT OUIMETTE | Trustee Trustee or director | 5 | $0 |
990 for the year ended March 31, 2025: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN WISSLER | EXECUTIVE DIRECTOR | 60 | $165,601 | $11,399 |
| BARBARA COOPERMAN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SHELIA PAREKH BLUM | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT SALERNO | TREASURER/CLERK Trustee or director, Officer | 5 | $0 | $0 |
| GAIL KITCH | Trustee Trustee or director | 5 | $0 | $0 |
| GALE ARNOLD | Trustee Trustee or director | 5 | $0 | $0 |
| ANDRE BERNARD | Trustee Trustee or director | 5 | $0 | $0 |
| BOBBIE HALLIG | Trustee Trustee or director | 5 | $0 | $0 |
| MARIE KEEP | Trustee Trustee or director | 5 | $0 | $0 |
| ANTHONY SEGALA | Trustee Trustee or director | 5 | $0 | $0 |
| MARY COPELAND | Trustee Trustee or director | 5 | $0 | $0 |
| MICHELLE PETRICCA | Trustee Trustee or director | 5 | $0 | $0 |
| DANIEL KASPER | Trustee Trustee or director | 5 | $0 | $0 |
| CRIS RAYMOND | Trustee Trustee or director | 5 | $0 | $0 |
| NATALIE JOHNSONIUS NEUBERT | Trustee Trustee or director | 5 | $0 | $0 |
| RICHARD SELTZER | Trustee Trustee or director | 5 | $0 | $0 |
| MICHAEL SIMON | Trustee Trustee or director | 5 | $0 | $0 |
| LINDA SAUL-SENA | Trustee Trustee or director | 5 | $0 | $0 |
| KATE WHARTON | Trustee Trustee or director | 5 | $0 | $0 |
| JANET EGELHOFER | Trustee Trustee or director | 5 | $0 | $0 |
| ERNIE VON SIMSON | Trustee Trustee or director | 5 | $0 | $0 |
| ROBERT OUIMETTE | Trustee Trustee or director | 5 | $0 | $0 |
990 for the year ended March 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN WISSLER | EXECUTIVE DIRECTOR | 60 | $170,370 | $12,138 |
| DANIEL KASPER | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARY COPELAND | CLERK Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT SALERNO | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| GAIL KITCH | Trustee Trustee or director | 5 | $0 | $0 |
| GALE ARNOLD | Trustee Trustee or director | 5 | $0 | $0 |
| BARBARA COOPERMAN | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BOBBIE HALLIG | Trustee Trustee or director | 5 | $0 | $0 |
| SHEILA PAREKH-BLUM | Trustee Trustee or director | 5 | $0 | $0 |
| NAOMI GORDON | Trustee Trustee or director | 5 | $0 | $0 |
| CLAIRE MCMILLAN | Trustee Trustee or director | 5 | $0 | $0 |
| CRIS RAYMOND | Director Trustee or director | 5 | $0 | $0 |
| ANTHONY SEGALA | Trustee Trustee or director | 5 | $0 | $0 |
| RICHARD SELTZER | Trustee Trustee or director | 5 | $0 | $0 |
| MICHAEL SIMON | Trustee Trustee or director | 5 | $0 | $0 |
| LINDA SAUL-SENA | Trustee Trustee or director | 5 | $0 | $0 |
| KATE WHARTON | Trustee Trustee or director | 5 | $0 | $0 |
| JANET EGELHOFER | Trustee Trustee or director | 5 | $0 | $0 |
| ERNIE VON SIMSON | Trustee Trustee or director | 5 | $0 | $0 |
| ROBERT OUIMETTE | Director Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 PLUNKETT ST, LENOX, MA 01240-2704
- Signed the 990
- ROBERT SALERNO, Treasurer
- Phone
- (413) 551-5100
- Website
- WWW.EDITHWHARTON.ORG
- Return prepared by
- Lombardi & Keegan
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 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.
Program accomplishments
- 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.Expenses $3,891,958
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2666846
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $22,452,561
- Income (IRS master file)
- $12,100,211
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $5,526,079 | $4,585,139 | $22,452,561 | XML |
| 990-T | March 2026 | – | – | – | IRS |
| 990 | March 2025 | $4,232,113 | $4,301,427 | $20,544,510 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2024 | $3,607,557 | $3,600,506 | $20,100,586 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990 | March 2023 | $3,149,197 | $3,114,268 | $18,882,773 | IRS |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | $3,949,789 | $3,003,902 | $19,013,196 | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2666846).
Questions about EDITH WHARTON RESTORATION INC
- What is the EIN of EDITH WHARTON RESTORATION INC?
- The employer identification number (EIN) of EDITH WHARTON RESTORATION INC is 04-2666846.
- Is EDITH WHARTON RESTORATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to EDITH WHARTON RESTORATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDITH WHARTON RESTORATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EDITH WHARTON RESTORATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDITH WHARTON RESTORATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who are the officers and directors of EDITH WHARTON RESTORATION INC?
- The 990 for the year ended March 31, 2026 lists 21 people; 1 received compensation from the organization, the highest $176,448 (SUSAN WISSLER, EXECUTIVE DIRECTOR).
- How much revenue does EDITH WHARTON RESTORATION INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $5,526,079, expenses of $4,585,139 and total assets of $22,452,561 at year end.
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