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

National Trust for Historic Preservation

Save the past, enrich the future.

three stars

80.56

2600 Virginia Ave NW Suite 1100 Washington, DC 20037
tel: (202) 588-6000   Web Site
EIN: 53-0210807

Board Leadership
Marita Rivero
Chair

CEO
Stephanie Meeks
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 80.56 three stars
  Financial 72.68 two stars
  Accountability & Transparency 97.00 four stars
This rating was published 10/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

two stars

72.68

Accountability & Transparency

four stars

97.00

This rating was published 10/01/2016 and includes data from FY2015, 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)
76.5%
  Administrative Expenses 10.0%
  Fundraising Expenses 13.4%
  Fundraising Efficiency $0.26
  Working Capital Ratio (years) 3.56
  Program Expenses Growth -1.9%
  Liabilities to Assets 11.8%
All data for Financial Performance Metrics calculations was provided by National Trust for Historic Preservation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by National Trust for Historic Preservation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
National Trust for Historic Preservation (DC) 80.56 three stars
George Washington's Mount Vernon (VA) 93.32 four stars
Civil War Trust (DC) 94.67 four stars
Maymont Foundation (VA) 90.56 four stars
Thomas Jefferson Foundation (VA) 90.44 four stars

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The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $22,618,193
   Federated Campaigns $29,380
   Membership Dues $1,106,092
   Fundraising Events $455,841
   Related Organizations $0
   Government Grants $715,023
Total Contributions $24,924,529
   Program Service Revenue $4,438,682
Total Primary Revenue $29,363,211
   Other Revenue $18,439,446
TOTAL REVENUE $47,802,657
   
EXPENSES  
   Program Expenses $39,598,571
   Administrative Expenses $6,096,236
   Fundraising Expenses $7,629,366
TOTAL FUNCTIONAL EXPENSES $53,324,173
   
Payments to Affiliates $132,656
Excess (or Deficit) for the year $-5,521,516
   
Net Assets $271,064,160

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.

Program Name Amount Spent % of Program Expenses
Historic Sites $18,352,716 46.3%
Preservation Services $12,132,230 30.6%
Historic Preservation Education $5,924,784 15.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 10/01/2016 80.56 three stars
2014-06 06/01/2016 82.62 three stars
 
CN 2.0
2014-06 04/01/2016 77.04 two stars
2014-06 02/01/2016 76.61 two stars
2014-06 10/01/2015 75.85 two stars
2013-06 08/01/2014 80.24 three stars
2011-12 10/01/2013 81.45 three stars
2011-12 12/20/2012 81.34 three stars
2010-12 03/01/2012 81.48 three stars
2009-09 09/20/2011 88.92 three stars
 
CN 1.0
2009-09 02/01/2011 76.54 two stars
2008-09 02/01/2010 73.52 two stars
2007-09 02/01/2009 73.67 two stars
2006-09 04/01/2008 83.22 three stars
2005-09 09/01/2006 77.15 two stars
2004-09 11/01/2005 93.49 four stars
2003-09 10/01/2004 83.81 three stars
2002-09 08/01/2003 85.82 three stars
2001-09 10/15/2002 78.69 two stars
2000-09 04/15/2002 90.44 four 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 53-0210807
Name in IRS Master File NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
NTEE Code A80
NTEE Classification Historical Societies, Related Historical Activities
NTEE Type Arts, Culture and Humanities
Classification Educational 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 May, 1950
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • December, 2011

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

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Compensation % of Expenses Paid to Title
$444,570 0.83% Stephanie Meeks President and Chief Executive Officer

The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support.

Highly Rated

Charity Name & State Overall Score Overall Rating
National Trust for Historic Preservation (DC) 80.56 three stars
Maymont Foundation (VA) 90.56 four stars
Fort Ticonderoga Association (NY) 91.39 four stars
American Society for Yad Vashem (NY) 96.46 four stars
George Washington's Mount Vernon (VA) 93.32 four stars

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Charity Contact Info

National Trust for Historic Preservation
2600 Virginia Ave NW Suite 1100
Washington, DC 20037
tel: (202) 588-6000
EIN: 53-0210807

Visit Web Site

Board Leadership

Marita Rivero
Chair

CEO

Stephanie Meeks
President, CEO

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