Old Sturbridge INC FY2023 filing

Tax-deductible

Sturbridge, MA501(c)(3)Since 1938Arts & CultureEIN 04-2104809

This page gets seen. Tell your story. Claim this org.

Old Sturbridge village and coggeshall farm, museums and learning resources of new england life, invites each visitor to find meaning, pleasure, relevance and inspiration through the exploration of history.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$646K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990-TIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-T
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $1.8M a year · 12% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$646K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11.9M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.4M
-22% vs prior year
Spent
$15.2M
To programs
69%
Net assets
$16.4M
By yearFY2021–FY2024
Revenue
$14.4M
FY2023▼ -22%
Revenue by fiscal year
FY2021$13.1M
FY2022$18.4M
FY2023$14.4M
FY2024$15.1M
FY2024$17.2M
Expenses
$15.2M
FY2023▲ +21%
Expenses by fiscal year
FY2021$10.3M
FY2022$12.5M
FY2023$15.2M
FY2024$15.6M
FY2024$16.9M
Net assets
$16.4M
FY2023▼ -8%
Net assets by fiscal year
FY2021$10.5M
FY2022$17.7M
FY2023$16.4M
FY2024$16.7M
FY2024$17.5M

From the FY2023 Form 990 (year ending January 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $10.5M Management & general 19% · $2.9M Fundraising 12% · $1.8M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

30 people listed on the 990-T; $646K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President
$298,359Pt VII · Sec A
VP of Finance
$141,679Pt VII · Sec A
Senior VP of Campus Operat
$104,079Pt VII · Sec A
Director of Retail Operations
$101,847Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

James E Donahue’s $386K as CEO/President is at the 62nd percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
James E Donahue$385,996————
James Donahue—$296,376$298,359$288,323$242,626
Alison Carr$182,522————
Tina Krasnecky$130,219$129,765$141,679$131,606$113,946
Kara McCormick$131,073$100,368———
Brad King——$104,079$123,819$107,802
James Greenthal$119,167————
Ellen Taviano—$102,912$101,847——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Old Sturbridge INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares New England history through immersive experiences and educational resources.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $8.8M · in their own filed words · FY2022
01

Education & Public Programming

Provided programs and activities for learning about america's history with a focus on early new england during 1790-1840. Interpreters portrayed the daily life, work and celebrations of an early new england community to approximately 200,000 visitors, including 44,000 school children.

$6.2Mprogram expense
02

Research, Curatorial and Library

Research into the material and written sources of regional history and efforts to collect and preserve the building, objects, hand processes and cultural patterns of early new englanders. Historical collections include over 50,000 artifacts and 40,000 books and manuscripts.

$1.6Mprogram expense
03

Food Service

Provides catering for on-campus events and convenient on-site food service to visitors.

$963Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990-T, line by line.

1The main four
Money in
$14.4M
Gifts and grants$7.9M
Fees for services$5.2M
Other income$1.2M
Money out
$15.2M
Programs$10.5M
Management$2.9M
Fundraising$1.8M
Owns and owes
$16.4M
net assets
Cash and savings$281K
Total assets$28.3M
Liabilities$11.9M
People
30
listed
Paid4
Voting board24
Independent24
2In more detail
Revenue in detail
Gifts and grants$7.9M
Government grants$588K
Fees for services$5.2M
Investment income$121K
Other income$1.2M
Total revenue$14.4M
Assets in detailEnd of year
Cash and savings together$281K
Total assets$28.3M
Liabilities$11.9M
Net assets$16.4M
Operations
Employees293
Volunteers205
Fiscal year endsJanuary
Conflict-of-interest policyYes
Whistleblower policyYes
Records policyYes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $15.1M$15.6M−$520K$16.7M 990 PDF
FY2023 Viewing $14.4M$15.2M−$742K$16.4M 990 PDF
FY2022 $18.4M$12.5M$5.9M$17.7M 990 PDF
FY2021 $13.1M$10.3M$2.7M$10.5M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.