Arts, Culture & Humanities (A800) IRS Verified DX Registered 990 on File

PRESERVATION SOCIETY OF NEWPORT COUNTY

EIN: 05-0252708 · NEWPORT, RI 02840-6924 · United States · FY 2025 Data

3 out of 5 58 / 100 Based on 2+ years of filings

Financial strength (30%) 84/100

Reliability (20%) 55/100

Effectiveness (25%) 88/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

Great Houses connect people to a nation’s heritage and open windows to another age. The Preservation Society of Newport County is a non-profit organization whose mission is to protect, preserve, and present an exceptional collection of house museums and landscapes in one of the most historically intact cities in America. We hold in public trust the Newport Mansions which are an integral part of the living fabric of Newport, Rhode Island. These sites exemplify three centuries of the finest achievements in American architecture, decorative arts, and landscape design spanning the Colonial era to the Gilded Age. Through our historic properties, educational programs, and related activities we engage the public in the story of America’s vibrant cultural heritage. We seek to inspire and promote an appreciation of the value of preservation to enrich the lives of people everywhere.

Financial Overview — FY 2025

$44.0M

Total Revenue

$31.7M

Total Expenses

$95.0M

Net Assets

300

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 82.1%

Fundraising Efficiency 10447.9%

Operating Reserve 36.02x

Liability-to-Asset 10.1%

Revenue Diversification 43.4%

Executive Compensation $878K

Compared with Peers

FY 2025

Compared with 273 similar organizations (United States, Arts, Culture & Humanities, $10M–$100M in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	82.1%	79.1%	P10P90	Above median
Admin expense ratio Management and general / total expenses · lower is better	12.0%	13.3%	P10P90	Above median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	5.9%	6.4%	P10P90	Above median
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	10447.9%	763.3%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	36.0 mo	30.8 mo	P10P90	Above median
Liabilities to assets Total liabilities / total assets · lower is better	10.1%	14.0%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	43.4%	65.5%	P10P90	Top quarter
Revenue growth Year over year revenue growth	30.4%	8.7%	P10P90
Expense growth Year over year expense growth	-2.5%	4.8%	P10P90
Surplus margin Surplus as a share of revenue	28.1%	5.3%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$44.0M	$31.7M	$95.0M	82.1%	300
2024	$33.7M	$32.5M	$85.4M	85.9%	285
2023	$31.3M	$26.9M	$79.4M	85.7%	233
2022	$27.9M	$17.8M	$79.0M	83.0%	200
2021	$17.6M	$15.0M	N/A	—	365

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Organization Details

EIN: 05-0252708
State: RI
City: NEWPORT
ZIP: 02840-6924
Classification: A800
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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