OLD STURBRIDGE INC (EIN 042104809) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1938

Legal Domicile

Principal Officer

JAMES DONAHUE

Phone

5083473362

Tax Period

2023-02-01 to 2024-01-31

OLD STURBRIDGE INC, founded in 1938, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $15.1M in total revenue in fiscal year 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,545,153

Program Service Revenue $6,119,624

Investment Income $127,232

Other Revenue $2,262,759

TOTAL REVENUE $15,054,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,082,720

Fundraising Expenses $1,586,666

Program Expenses $11,039,611

Other Expenses $6,492,533

TOTAL EXPENSES $15,575,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,054,768	$14,423,241	+0.0%
Expenses	$15,575,253	$15,164,940	+0.0%
Net Income	$-520,485	$-741,699	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

295

Volunteers

160

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$453,653

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BICHOP NAWROT	CHAIR	2.00	Officer Director	$0	$0	$0
CYNTHIA MICHENER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN J ARGITIS	TREASURER	2.00	Officer Director	$0	$0	$0
LYNN ECKHERT	SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGE F BOOTH	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN COLLINS	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL D BROCKELMAN	TRUSTEE	2.00	Director	$0	$0	$0
TERENCE O'COIN	TRUSTEE	2.00	Director	$0	$0	$0
BROCK JOBE	TRUSTEE	2.00	Director	$0	$0	$0
JOHN OTT	TRUSTEE	2.00	Director	$0	$0	$0
DONNA A DECORLETO	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD SCHULZE	TRUSTEE	2.00	Director	$0	$0	$0
PAUL SCULLY	TRUSTEE	2.00	Director	$0	$0	$0
ALISON KENARY	TRUSTEE	2.00	Director	$0	$0	$0
PAUL RAPO	TRUSTEE	2.00	Director	$0	$0	$0
MIKE VILLANO	TRUSTEE	2.00	Director	$0	$0	$0
ALEX WALL	TRUSTEE	2.00	Director	$0	$0	$0
ANGELA CHENG-CIMINI	TRUSTEE	2.00	Director	$0	$0	$0
STEVE LAKE	TRUSTEE	2.00	Director	$0	$0	$0
MARTHA MCKENNA	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD NORTON SMITH	TRUSTEE	2.00	Director	$0	$0	$0
GRETCHEN SORIN	TRUSTEE	2.00	Director	$0	$0	$0
HOPE ALSWANG	TRUSTEE	2.00	Director	$0	$0	$0
MARGARET PIERCE	TRUSTEE	2.00	Director	$0	$0	$0
MARTHA HAMILTON	TRUSTEE (UNTIL 7/1/23)	2.00	Director	$0	$0	$0
JAMES DONAHUE	PRESIDENT	40.00	Officer	$296,376	$13,953	$310,329
TINA KRASNECKY	VP OF FINANCE	40.00	Officer	$129,765	$13,559	$143,324
KARA MCCORMICK	SENIOR DIRECTOR OF PEOPLE AND CULTURE	40.00	Highest	$100,368	$938	$101,306
ELLEN TAVIANO	DIRECTOR OF RETAIL OPERATIONS	40.00	Highest	$102,912	$601	$103,513

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,986,095	$9,824,929	$30,024,660	$-838,834
2024	$15,054,768	$15,575,253	$28,498,521	$-520,485
2023	$14,423,241	$15,164,940	$28,299,483	$-741,699
2022	$18,427,810	$12,533,096	$28,213,360	$5,894,714
2021	$13,063,304	$10,316,361	$21,603,377	$2,746,943
2020	$11,094,051	$11,675,550	$19,291,838	$-581,499
2019	$11,348,747	$11,513,975	$18,256,756	$-165,228

OLD STURBRIDGE INC