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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

80.83

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

Board Leadership
Timothy P. Whalen
Chair of the National Trust's Board of Trustees

CEO
Stephanie Meeks
President, CEO

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 80.83 three stars
  Financial 73.07 two stars
  Accountability & Transparency 97.00 four stars
This rating was published 12/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?

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

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

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

Financial

two stars

73.07

Accountability & Transparency

four stars

97.00

This rating was published 12/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 74.8%
  Administrative Expenses 10.4%
  Fundraising Expenses 14.6%
  Fundraising Efficiency $0.29
  Working Capital Ratio (years) 3.09
  Program Expenses Growth < 0.1%
  Liabilities to Assets 15.9%
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.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
National Trust for Historic Preservation (DC) 80.83 three stars
George Washington's Mount Vernon (VA) 92.91 four stars
Maymont Foundation (VA) 88.85 three stars
Preservation Virginia (VA) 86.84 three stars
The Mount (MA) 87.85 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $21,273,382
   Federated Campaigns $36,675
   Membership Dues $3,433,130
   Fundraising Events $659,773
   Related Organizations $0
   Government Grants $615,593
Total Contributions $26,018,553
   Program Service Revenue $6,106,386
Total Primary Revenue $32,124,939
   Other Revenue $19,706,231
TOTAL REVENUE $51,831,170
   
EXPENSES  
   Program Expenses $38,912,080
   Administrative Expenses $6,205,141
   Fundraising Expenses $7,809,686
TOTAL FUNCTIONAL EXPENSES $52,926,907
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,095,737
   
Net Assets $248,725,171

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 $17,300,786 44.5%
Preservation Services $10,145,489 26.1%
Historic Preservation Education $8,025,280 20.6%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 12/01/2017 80.83 three stars
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

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, 2016
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012

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).

Compensation % of Expenses Paid to Title
$500,611 0.94% Stephanie Meeks President and Chief Executive Officer

Highly Rated

Charity Name & State Overall Score Overall Rating
National Trust for Historic Preservation (DC) 80.83 three stars
Preservation Trust of Vermont (VT) 86.19 three stars
Statue of Liberty-Ellis Island Foundation (NY) 92.24 four stars
Galveston Historical Foundation (TX) 85.57 three stars
Archaeology Southwest (AZ) 96.29 four stars

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This charity has an official representative registered with Charity Navigator.

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

Timothy P. Whalen
Chair of the National Trust's Board of Trustees

CEO

Stephanie Meeks
President, CEO

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