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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

The Mount

Edith Wharton's Home

three stars

89.33

2 Plunkett Street Box 974
Lenox, MA 01240
tel: (413) 551-5111   Web Site
EIN: 04-2666846

Board Leadership
Daniel M. Kasper
Chairman

CEO
Susan Wissler
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 89.33 three stars
  Financial 94.39 four stars
  Accountability & Transparency 86.00 three stars
This rating was published 05/01/2021 and includes data from FY2020, the most recent 990 received at that time.

The Mount is both an historic site and a center for culture inspired by the passions and achievements of Edith Wharton. Designed and built by Wharton in 1902, the property includes Wharton's gracious main house and expansive terrace; the historic stable, greenhouse, and gatehouse; and three acres of formal gardens surrounded by extensive woodlands. The Mount is the only monument to Edith Wharton in the United States, and one of just five percent of National Historic Landmarks dedicated to women.

The Mount is both an historic site and a center for culture inspired by the passions and achievements of Edith Wharton. Designed and built by Wharton in 1902, the property includes Wharton's gracious main house and expansive terrace; the historic stable, greenhouse, and gatehouse; and three acres of formal gardens surrounded by extensive woodlands. The Mount is the only monument to Edith Wharton in the United States, and one of just five percent of National Historic Landmarks dedicated to women.

Financial

four stars

94.39

Accountability & Transparency

three stars

86.00

This rating was published 05/01/2021 and includes data from FY2020, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
81.1%
  Administrative Expenses 6.0%
  Fundraising Expenses 12.7%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 4.52
  Program Expenses Growth 6.0%
  Liabilities to Assets 1.3%
All data for Financial Performance Metrics calculations was provided by The Mount on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Mount on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Mount (MA) 89.33 three stars
Preservation Trust of Vermont (VT) 86.44 three stars
Statue of Liberty-Ellis Island Foundation (NY) 91.45 four stars
Archaeological Conservancy (NM) 89.88 three stars
Archaeology Southwest (AZ) 97.11 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $9,619,458
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $22,320
Total Contributions $9,641,778
   Program Service Revenue $581,863
Total Primary Revenue $10,223,641
   Other Revenue $429,795
TOTAL REVENUE $10,653,436
   
EXPENSES  
   Program Expenses $1,955,079
   Administrative Expenses $160,300
   Fundraising Expenses $300,779
TOTAL FUNCTIONAL EXPENSES $2,416,158
   
Payments to Affiliates $0
Excess (or Deficit) for the year $8,237,278
   
Net Assets $16,318,520

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2020-03 05/01/2021 89.33 three stars
2019-03 12/20/2019 87.52 three stars
2018-03 11/01/2018 87.85 three stars
2017-03 12/22/2017 91.30 four stars
2016-03 12/01/2016 86.50 three stars
2015-03 07/01/2016 86.62 three stars
2014-03 06/01/2016 79.87 two stars
 
CN 2.0
2014-03 03/01/2015 79.90 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 04-2666846
Name in IRS Master File EDITH WHARTON RESTORATION INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date June, 1979
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End March
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • March, 2018
  • March, 2017
  • March, 2016
  • March, 2015
  • March, 2014
Compensation % of Expenses Paid to Title
$130,828 5.41% Susan Wissler Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
The Mount (MA) 89.33 three stars
George Washington's Mount Vernon (VA) 87.65 three stars
Historic Columbia (SC) 91.45 four stars
Friends of Mount Auburn Cemetery (MA) 86.04 three stars
The Royal Oak Foundation (NY) 92.23 four stars

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Charity Contact Info

The Mount
2 Plunkett Street
Box 974
Lenox, MA 01240
tel: (413) 551-5111
fax: (413) 637-0619
EIN: 04-2666846

Visit Web Site

Board Leadership

Daniel M. Kasper
Chairman

CEO

Susan Wissler
Executive Director

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