Totals
- Total revenue
- $15,054,768
- Total expenses
- $15,575,253
- Contributions and grants received
- $6,545,153
- Grants paid
- $0
- Program service revenue
- $6,119,624
- Investment income
- $127,232
- Other revenue
- $2,262,759
- Total assets, end of year
- $28,498,521
- Total liabilities, end of year
- $11,817,592
- Net assets or fund balances, end of year
- $16,680,929
- Program services expenses (Part IX)
- $11,039,611
- Management and general expenses
- $2,948,976
- Fundraising expenses
- $1,586,666
- Program service expenses (Part III)
- $11,039,611
Program services were 70.9% 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.
-
1a · Federated campaigns
$5,000
-
1c · Fundraising events
$14,425
-
1e · Government grants (contributions)
$928,143
-
1f · All other contributions, gifts and grants
$5,597,585
-
1g · Noncash contributions included above
$1,165,467
-
2a · Program service revenue: ADMISSIONS
total $1,648,533 · related or exempt $1,648,533
-
2b · Program service revenue: EDUCATIONAL PROGRAMS/SPECIAL EVEN
total $1,605,067 · related or exempt $1,605,067
-
2c · Program service revenue: RETAIL OPERATIONS
total $1,255,931 · related or exempt $1,170,456 · unrelated business $85,475
-
2d · Program service revenue: FOOD SERVICE
total $935,280 · related or exempt $935,280
-
2e · Program service revenue: MEMBERSHIP DUES
total $586,076 · related or exempt $586,076
-
2f · All other program service revenue
total $88,737 · related or exempt $46,758 · unrelated business $41,979
-
3 · Investment income
total $418,081 · excluded $418,081
-
5 · Royalties
total $4,767 · excluded $4,767
-
6a · Gross rents
real property $840,136
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $840,136
-
6d · Net rental income or loss
total $840,136 · excluded $840,136
-
7a · Gross sales of assets other than inventory
securities $2,141,410
-
7b · Less cost or other basis and sales expenses
securities $2,285,061 · other assets $147,198
-
7c · Gain or loss
securities -$143,651 · other assets -$147,198
-
7d · Net gain or loss
total -$290,849 · excluded -$290,849
-
8a · Fundraising events: gross income
$18,250
-
8a · Fundraising events: contributions included on line 1c
$14,425
-
8b · Fundraising events: direct expenses
$31,431
-
8c · Net income from fundraising events
total -$13,181 · excluded -$13,181
-
11a · Other revenue: CONTRACTED SERVICES
total $703,673 · related or exempt $703,673
-
11b · Other revenue: INSURANCE PROCEEDS
total $692,291 · excluded $692,291
-
11c · Other revenue: TRUST MANAGEMENT FEES
total $35,073 · excluded $35,073
-
11e · Other revenue, total
$1,431,037
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $450,699 · program services $194,384 · management and general $87,380 · fundraising $168,935
-
7 · Other salaries and wages
total $7,170,386 · program services $5,281,869 · management and general $1,403,764 · fundraising $484,753
-
9 · Other employee benefits
total $861,188 · program services $645,762 · management and general $140,499 · fundraising $74,927
-
10 · Payroll taxes
total $600,447 · program services $444,645 · management and general $99,539 · fundraising $56,263
-
11b · Fees: legal
total $24,544 · fundraising $24,544
-
11c · Fees: accounting
total $51,953 · fundraising $51,953
-
11f · Fees: investment management
total $116,799 · management and general $116,799
-
11g · Fees: other
total $203,905 · program services $5,804 · management and general $59,171 · fundraising $138,930
-
12 · Advertising and promotion
total $317,508 · program services $174,809 · fundraising $142,699
-
13 · Office expenses
total $789,280 · program services $246,079 · management and general $293,533 · fundraising $249,668
-
16 · Occupancy
total $845,004 · program services $710,765 · management and general $113,581 · fundraising $20,658
-
20 · Interest
total $390,005 · management and general $390,005
-
22 · Depreciation, depletion and amortization
total $506,947 · program services $362,502 · management and general $134,575 · fundraising $9,870
-
23 · Insurance
total $325,588 · program services $298,468 · management and general $13,560 · fundraising $13,560
-
24a · Other expenses: MAINTENANCE
total $875,329 · program services $784,417 · management and general $76,005 · fundraising $14,907
-
24b · Other expenses: FOOD
total $767,461 · program services $767,461
-
24c · Other expenses: SPECIAL EVENTS & PROGRA
total $755,611 · program services $641,177 · fundraising $114,434
-
24d · Other expenses: SECURITY EXPENSES
total $522,599 · program services $481,469 · management and general $20,565 · fundraising $20,565
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $280,712 · end of year $580,894
-
3 · Pledges and grants receivable
beginning of year $821,006 · end of year $613,150
-
4 · Accounts receivable
beginning of year $121,243 · end of year $202,632
-
8 · Inventories for sale or use
beginning of year $160,825 · end of year $188,106
-
9 · Prepaid expenses and deferred charges
beginning of year $42,213 · end of year $59,076
-
10a · Land, buildings and equipment: cost or other basis
$20,315,359
-
10b · Land, buildings and equipment: accumulated depreciation
$13,797,515
-
10c · Land, buildings and equipment, net
beginning of year $5,886,624 · end of year $6,517,844
-
11 · Investments: publicly traded securities
beginning of year $17,928,032 · end of year $17,053,616
-
15 · Other assets
beginning of year $3,058,828 · end of year $3,283,203
-
17 · Accounts payable and accrued expenses
beginning of year $1,027,539 · end of year $771,486
-
19 · Deferred revenue
beginning of year $273,547 · end of year $375,627
-
23 · Secured mortgages and notes payable
beginning of year $8,033,241 · end of year $8,087,977
-
25 · Other liabilities
beginning of year $2,613,572 · end of year $2,582,502
-
27 · Net assets without donor restrictions
beginning of year $152,970 · end of year -$1,596,016
-
28 · Net assets with donor restrictions
beginning of year $16,198,614 · end of year $18,276,945
Mission and programs · 2023
Mission
OLD STURBRIDGE VILLAGE, A MUSEUM AND LEARNING RESOURCE OF NEW ENGLAND LIFE, INVITES EACH VISITOR TO FIND MEANING, PLEASURE, RELEVANCE AND INSPIRATION THROUGH THE EXPLORATION OF HISTORY.
-
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. OVER 47,000 ADDITIONAL VISITORS PARTICIPATED IN VARIOUS SPECIAL PROGRAMS AND EDUCATIONAL ACTIVITIES.
Expenses $6,287,660 · Revenue $4,382,077
-
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.
Expenses $1,661,211
-
FOOD SERVICE: PROVIDES CATERING FOR ON-CAMPUS EVENTS AND CONVENIENT ON-SITE FOOD SERVICE TO VISITORS.
Expenses $1,298,879 · Revenue $935,280
-
OTHER PROGRAMS.
Expenses $1,791,861 · Revenue $1,378,486
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bichop NawrotBICHOP NAWROT
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia MichenerCYNTHIA MICHENER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
John J ArgitisJOHN J ARGITIS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Lynn EckhertLYNN ECKHERT
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
George F BoothGEORGE F BOOTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan CollinsSUSAN COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael D BrockelmanMICHAEL D BROCKELMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Terence O'CoinTERENCE O'COIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brock JobeBROCK JOBE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John OttJOHN OTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Donna A DecorletoDONNA A DECORLETO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Richard SchulzeRICHARD SCHULZE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Paul ScullyPAUL SCULLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alison KenaryALISON KENARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Paul RapoPAUL RAPO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mike VillanoMIKE VILLANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alex WallALEX WALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Angela Cheng-CiminiANGELA CHENG-CIMINI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Steve LakeSTEVE LAKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Martha McKennaMARTHA MCKENNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Richard Norton SmithRICHARD NORTON SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gretchen SorinGRETCHEN SORIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Hope AlswangHOPE ALSWANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Margaret PierceMARGARET PIERCE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Martha HamiltonMARTHA HAMILTON
TRUSTEE (UNTIL 7/1/23)
- Total calculated
- $0
- Hours/week
- 2
-
James DonahueJAMES DONAHUE
PRESIDENT
- Total calculated
- $310,329
- From this org
- $296,376
- From related orgs
- $0
- Other
- $13,953
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $296,376
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,953
- Filer's total
- $310,329
-
Tina KrasneckyTINA KRASNECKY
VP OF FINANCE
- Total calculated
- $143,324
- From this org
- $129,765
- From related orgs
- $0
- Other
- $13,559
- Hours/week
- 40
-
Kara McCormickKARA MCCORMICK
SENIOR DIRECTOR OF PEOPLE AND CULTURE
- Total calculated
- $101,306
- From this org
- $100,368
- From related orgs
- $0
- Other
- $938
- Hours/week
- 40
-
Ellen TavianoELLEN TAVIANO
DIRECTOR OF RETAIL OPERATIONS
- Total calculated
- $103,513
- From this org
- $102,912
- From related orgs
- $0
- Other
- $601
- 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
- 2023
- Filed
- 4 June 2024
- IRS schema version
- 2023v5.0
- Source object
- 202421699349300807
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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