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Nonprofiteer
← OLD STURBRIDGE INC

Form 990 for tax year 2024

Filed by OLD STURBRIDGE INC.

What the amendment changed

Compared with the return it replaced , filed 10 June 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$8,986,095 changed to $17,205,860
Total expenses
$9,824,929 changed to $16,908,733
Contributions and grants received
$4,323,186 changed to $7,165,054
Program service revenue
$3,217,508 changed to $6,272,550
Investment income
$346,398 changed to $2,053,346
Other revenue
$1,099,003 changed to $1,714,910
Total assets, end of year
$30,024,660 changed to $32,463,852
Total liabilities, end of year
$12,660,663 changed to $14,938,428
Net assets or fund balances, end of year
$17,363,997 changed to $17,525,424
Program services expenses
$6,655,486 changed to $10,672,009
Management and general expenses
$2,009,006 changed to $4,092,136
Fundraising expenses
$1,160,437 changed to $2,144,588
Program service expenses (Part III)
$6,655,486 changed to $10,672,009

Listed only on the earlier return

  • Brock Jobe
  • Hope Alswang
  • James Donahue
  • John Ott
  • Margaret Pierce
  • Michael D Brockelman
  • Terence O'Coin

Listed only on the later return

  • Alison Carr
  • James E Donahue
  • James Greenthal
  • Kara McCormick

Listed under a different title

  • Bichop Nawrot: CHAIR (UNTIL 5/24)/ TRUSTEE then TRUSTEE
  • Cynthia Michener: V.CHAIR(TIL 5/24)/CHAIR(AS OF 6/24) then CHAIR
  • Lynn Eckhert: SEC.(TIL 5/24)/VICE CHAIR(AS OF 6/24) then VICE CHAIR
  • Martha McKenna: SECRETARY (AS OF 6/24) then SECRETARY
  • Tina Krasnecky: VP OF FINANCE then VP OF FINANCE (UNTIL 3/2025)

Totals

Total revenue
$17,205,860
Total expenses
$16,908,733
Contributions and grants received
$7,165,054
Grants paid
$0
Program service revenue
$6,272,550
Investment income
$2,053,346
Other revenue
$1,714,910
Total assets, end of year
$32,463,852
Total liabilities, end of year
$14,938,428
Net assets or fund balances, end of year
$17,525,424
Program services expenses (Part IX)
$10,672,009
Management and general expenses
$4,092,136
Fundraising expenses
$2,144,588
Program service expenses (Part III)
$10,672,009

Program services were 63.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $120,286

  • 1e · Government grants (contributions)

    $222,128

  • 1f · All other contributions, gifts and grants

    $6,822,640

  • 1g · Noncash contributions included above

    $2,181,299

  • 2a · Program service revenue: ADMISSIONS

    total $1,796,209 · related or exempt $1,796,209

  • 2b · Program service revenue: EDUCATIONAL PROGRAMS/SPECIAL EVEN

    total $1,539,555 · related or exempt $1,539,555

  • 2c · Program service revenue: RETAIL OPERATIONS

    total $1,335,799 · related or exempt $1,229,993 · unrelated business $105,806

  • 2d · Program service revenue: FOOD SERVICE

    total $1,048,708 · related or exempt $1,048,708

  • 2e · Program service revenue: MEMBERSHIP DUES

    total $552,279 · related or exempt $552,279

  • 3 · Investment income

    total $446,848 · excluded $446,848

  • 5 · Royalties

    total $1,391 · excluded $1,391

  • 6a · Gross rents

    real property $874,292

  • 6b · Less rental expenses

    real property $16,248

  • 6c · Rental income or loss

    real property $858,044

  • 6d · Net rental income or loss

    total $858,044 · excluded $858,044

  • 7a · Gross sales of assets other than inventory

    securities $7,250,919

  • 7b · Less cost or other basis and sales expenses

    securities $5,644,421

  • 7c · Gain or loss

    securities $1,606,498

  • 7d · Net gain or loss

    total $1,606,498 · excluded $1,606,498

  • 8a · Fundraising events: gross income

    $7,900

  • 8a · Fundraising events: contributions included on line 1c

    $120,286

  • 8b · Fundraising events: direct expenses

    $53,238

  • 8c · Net income from fundraising events

    total -$45,338 · excluded -$45,338

  • 11a · Other revenue: CONTRACTED SERVICES

    total $868,569 · related or exempt $868,569

  • 11b · Other revenue: TRUST MANAGEMENT FEES

    total $32,244 · excluded $32,244

  • 11e · Other revenue, total

    $900,813

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $483,313 · program services $199,424 · management and general $68,724 · fundraising $215,165

  • 7 · Other salaries and wages

    total $6,937,829 · program services $4,851,646 · management and general $1,518,265 · fundraising $567,918

  • 9 · Other employee benefits

    total $831,986 · program services $544,674 · management and general $215,677 · fundraising $71,635

  • 10 · Payroll taxes

    total $607,228 · program services $393,931 · management and general $156,267 · fundraising $57,030

  • 11b · Fees: legal

    total $18,882 · fundraising $18,882

  • 11c · Fees: accounting

    total $62,325 · fundraising $62,325

  • 11e · Fees: professional fundraising services

    total $35,156 · fundraising $35,156

  • 11f · Fees: investment management

    total $94,790 · management and general $94,790

  • 11g · Fees: other

    total $328,087 · program services $275 · fundraising $327,812

  • 12 · Advertising and promotion

    total $465,224 · program services $169,366 · fundraising $295,858

  • 13 · Office expenses

    total $1,648,646 · program services $384,774 · management and general $964,755 · fundraising $299,117

  • 14 · Information technology

    total $66,110 · program services $60,336 · management and general $2,887 · fundraising $2,887

  • 16 · Occupancy

    total $801,633 · program services $716,377 · management and general $63,713 · fundraising $21,543

  • 20 · Interest

    total $402,432 · management and general $402,432

  • 22 · Depreciation, depletion and amortization

    total $564,706 · program services $396,443 · management and general $161,972 · fundraising $6,291

  • 23 · Insurance

    total $363,496 · program services $333,688 · management and general $14,904 · fundraising $14,904

  • 24a · Other expenses: SPECIAL EVENTS & PROGRA

    total $932,444 · program services $818,744 · fundraising $113,700

  • 24b · Other expenses: MAINTENANCE

    total $862,726 · program services $445,281 · management and general $405,415 · fundraising $12,030

  • 24c · Other expenses: FOOD

    total $838,989 · program services $838,989

  • 24d · Other expenses: SECURITY EXPENSES

    total $518,755 · program services $477,927 · management and general $20,414 · fundraising $20,414

  • 24e · All other expenses

    total $43,976 · program services $40,134 · management and general $1,921 · fundraising $1,921

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $756,166 · end of year $806,230

  • 3 · Pledges and grants receivable

    beginning of year $615,676 · end of year $342,570

  • 4 · Accounts receivable

    beginning of year $203,291 · end of year $640,583

  • 8 · Inventories for sale or use

    beginning of year $275,439 · end of year $212,347

  • 9 · Prepaid expenses and deferred charges

    beginning of year $230,117 · end of year $294,567

  • 10a · Land, buildings and equipment: cost or other basis

    $22,696,720

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,717,897

  • 10c · Land, buildings and equipment, net

    beginning of year $6,612,142 · end of year $7,978,823

  • 11 · Investments: publicly traded securities

    beginning of year $18,115,785 · end of year $18,916,568

  • 15 · Other assets

    beginning of year $3,216,044 · end of year $3,272,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,105,453 · end of year $1,248,798

  • 19 · Deferred revenue

    beginning of year $492,756 · end of year $879,733

  • 23 · Secured mortgages and notes payable

    beginning of year $8,389,574 · end of year $10,160,298

  • 25 · Other liabilities

    beginning of year $2,672,880 · end of year $2,649,599

  • 27 · Net assets without donor restrictions

    beginning of year -$2,833,448 · end of year -$3,368,430

  • 28 · Net assets with donor restrictions

    beginning of year $20,197,445 · end of year $20,893,854

Mission and programs · 2024

Mission

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.

  • EDUCATION AND 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 EARLY NEW ENGLAND COMMUNITIES TO NEARLY 200,000 VISITORS INCLUDING 50,000 SCHOOLCHILDREN. OVER 50,000 ADDITIONAL VISITORS PARTICIPATED IN VARIOUS SPECIAL PROGRAMS AND EDUCATIONAL ACTIVITIES.

    Expenses $6,047,269 · Revenue $4,212,041

  • RESEARCH, CURATORIAL, AND LIBRARY: RESEARCH INTO THE MATERIAL AND WRITTEN SOURCES OF REGIONAL HISTORY AND EFFORTS TO COLLECT AND PRESERVE THE BUILDINGS, OBJECTS, HAND PROCESSES, AND CULTURAL PATTERNS OF EARLY NEW ENGLANDERS. HISTORICAL COLLECTIONS INCLUDE OVER 50,000 ARTIFACTS AND 40,000 BOOKS AND MANUSCRIPTS.

    Expenses $1,692,942

  • FOOD SERVICE: PROVIDES CATERING FOR ON-CAMPUS EVENTS AND CONVENIENT ON-SITE FOOD SERVICE TO VISITORS.

    Expenses $1,245,648 · Revenue $1,048,708

  • OTHER PROGRAMS.

    Expenses $1,686,150 · Revenue $1,774,564

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cynthia Michener

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Lynn Eckhert

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • John J Argitis

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Martha McKenna

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Susan Collins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Bichop Nawrot

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Donna A Decorleto

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Richard Schulze

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Paul Scully

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Alison Kenary

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Paul Rapo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mike Villano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Alex Wall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Angela Cheng-Cimini

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Steve Lake

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Richard Norton Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gretchen Sorin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary Bridget Burns

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christie Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Shoro

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rob Vincent

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • James E Donahue

    CEO/PRESIDENT

    Total calculated
    $404,012
    From this org
    $385,996
    From related orgs
    $0
    Other
    $18,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,996
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,016
    Filer's total
    $404,012

  • Tina Krasnecky

    VP OF FINANCE (UNTIL 3/2025)

    Total calculated
    $146,826
    From this org
    $130,219
    From related orgs
    $0
    Other
    $16,607
    Hours/week
    40

  • Alison Carr

    VP OF EDUCATION

    Total calculated
    $182,522
    From this org
    $182,522
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,522
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $182,522

  • Kara McCormick

    SR. DIR, PEOPLE AND CULTURE (UNTIL 8/2025)

    Total calculated
    $131,073
    From this org
    $131,073
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • James Greenthal

    DIR, CHARTER SCHOOL STRAT & PLANNING

    Total calculated
    $119,167
    From this org
    $119,167
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
1 June 2026
IRS schema version
2024v5.5
Source object
202601529349300980

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