EDITH WHARTON RESTORATION INC Charity Report

Public IRS 990 nonprofit record

EDITH WHARTON RESTORATION INC

EIN 04-2666846 · Historical Societies & Historic Preservation (A82)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.43%of revenue went to mission work84.9% of expenses · Program services

8.18%of revenue went to fundraising9.9% of expenses

$82.97spent for every $100 of revenueRevenue covered expenses this year.

4.36%of revenue went to management and office costs5.3% of expenses

$4.90in assets for every $1 spent this yearSome assets cannot be spent right away.

56.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $190,028 for SUSAN WISSLER (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,526,079

Mission workProgram services$3,891,95870.43% of revenue84.9% of expenses

ManagementOffice and general costs$240,9194.36% of revenue5.3% of expenses

FundraisingAsking for donations$452,2628.18% of revenue9.9% of expenses

Revenue left after expensesReported annual surplus$940,94017.03% of revenueShown in gray on the chart

Total expenses$4,585,13982.97% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 84.9% mission · 5.3% management · 9.9% fundraisingTotal expenses: 82.97% of revenue

2024Expense mix: 83.0% mission · 5.4% management · 11.5% fundraisingTotal expenses: 101.64% of revenue

2023Expense mix: 82.1% mission · 6.5% management · 11.4% fundraisingTotal expenses: 99.80% of revenue

2022Expense mix: 84.5% mission · 7.0% management · 8.5% fundraisingTotal expenses: 98.89% of revenue

2021Expense mix: 82.8% mission · 7.4% management · 9.8% fundraisingTotal expenses: 76.05% of revenue

2020Expense mix: 82.9% mission · 6.5% management · 10.6% fundraisingTotal expenses: 75.35% of revenue

2019Expense mix: 80.9% mission · 6.6% management · 12.4% fundraisingTotal expenses: 22.68% of revenue

Money in and money out

Revenue$5,526,079

Expenses$4,585,139

Annual surplus $940,940 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,891,958 · 84.9% of expenses

Management and office costs$240,919 · 5.3% of expenses

Fundraising$452,262 · 9.9% of expenses

See all reported dollar amounts

Revenue$5,526,079

Expenses$4,585,139

Assets$22,452,561

Income$9,321,545

Contributions$3,136,811

Mission work (program services)$3,891,958

Fundraising$452,262

Management and general$240,919

Executive compensation (total)$151,202

Stocks and bonds$12,394,410

Accounting fees$28,519

Investing fees$61,421

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SUSAN WISSLEREXECUTIVE DIRECTOR · 60 hrs/week $190,028Base $176,448 · Other $13,580

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

SUSAN WISSLEREXECUTIVE DIRECTOR

LINDA SAUL-SENATRUSTEE

SHELIA PAREKH BLUMVICE-CHAIR

ROBERT SALERNOTREASURER/CLERK

ROBERT OUIMETTETRUSTEE

RICHARD SELTZERTRUSTEE

NATALIE JOHNSONIUS NEUBERTTRUSTEE

MICHELLE PETRICCATRUSTEE

MICHAEL SIMONTRUSTEE

MARY COPELANDTRUSTEE

MARIE KEEPTRUSTEE

ANDRE BERNARDTRUSTEE

KATE WHARTONTRUSTEE

JANET EGELHOFERTRUSTEE

GALE ARNOLDTRUSTEE

GAIL KITCHTRUSTEE

ERNIE VON SIMSONTRUSTEE

DANIEL KASPERTRUSTEE

BOBBIE HALLIGTRUSTEE

BARBARA COOPERMANCHAIR

ANTHONY SEGALASECRETARY

About this charity

Recognized since: January 1979
Location: PO BOX 974 2 PLUNKETT STREET, LENOX, MA 01240
County: Berkshire
In care of: ROBERT SALERNO
Primary officer: ROBERT SALERNO, Treasurer

How to reach them

WebsiteVisit the charity’s website Emailinfo@edithwharton.org Phone(413) 551-5100

Filing and classification

Latest tax year: 2025
Tax period began: April 1, 2025
Return type: 990
Tax preparer: LOMBARDI & KEEGAN
NTEE classification: Historical Societies & Historic Preservation (A82)
IRS tax category: Historical Societies & Historic Preservation