Wentworth-coolidge Mansion Association Inc

Nonprofit profile at a glance

EIN
020362570
IRS 990-EZ coverage
2018–2025
Forms available
Form 990-EZ 2025
Location
Portsmouth, NH, USA
Phone
6034332238
Rating
88
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$19,289
Expenses
$19,354
Assets
$294,109

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • ELIZABETH AKROYD (PRESIDENT)

People named in this filing

  • TAMA ANDREWS (VICE PRESIDE)
  • DAVID TAYLOR (SECRETARY)
  • DAPHNE MCDONALD (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Preservation and interpretation of national historic landmark.

What it reported doing in 2025

Educational programs including art classes, history lectures and simular events and services to present the story of the wentworth and coolidge families and the historical legacy of the mansion and its grounds.

Operating model

Revenue model
Donor-supported. 86% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 99
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 98.8%; rating input score 99
  • Program expense ratio: 98.3%; rating input score 98

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -0.3%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 15.2; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 46th percentile among comparable filings
  • Revenue growth: 39.2% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 16.1% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 98.8% of revenue deployed · 98.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $19K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.