OLD STURBRIDGE INC

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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 E DONAHUE

Phone

5083473362

Tax Period

2024-10-01 to 2025-09-30

OLD STURBRIDGE INC, founded in 1938, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $17.2M in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum.

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.

Program Service Accomplishments

Program 1

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

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...

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.

Program 2

Expenses: $1,692,942

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.

Program 3

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

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,165,054

Program Service Revenue $6,272,550

Investment Income $2,053,346

Other Revenue $1,714,910

TOTAL REVENUE $17,205,860

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,860,356

Fundraising Expenses $2,144,588

Program Expenses $10,672,009

Other Expenses $8,013,221

TOTAL EXPENSES $16,908,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,205,860	$8,986,095	+0.9%
Expenses	$16,908,733	$9,824,929	+0.7%
Net Income	$297,127	$-838,834	-1.4%

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

293

Volunteers

205

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

$550,838

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA MICHENER	CHAIR	2.00	Officer Director	$0	$0	$0
LYNN ECKHERT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN J ARGITIS	TREASURER	2.00	Officer Director	$0	$0	$0
MARTHA MCKENNA	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN COLLINS	TRUSTEE	2.00	Director	$0	$0	$0
BICHOP NAWROT	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
RICHARD NORTON SMITH	TRUSTEE	2.00	Director	$0	$0	$0
GRETCHEN SORIN	TRUSTEE	2.00	Director	$0	$0	$0
MARY BRIDGET BURNS	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTIE JACKSON	TRUSTEE	2.00	Director	$0	$0	$0
JOHN SHORO	TRUSTEE	2.00	Director	$0	$0	$0
ROB VINCENT	TRUSTEE	2.00	Director	$0	$0	$0
JAMES E DONAHUE	CEO/PRESIDENT	40.00	Officer	$385,996	$18,016	$404,012
TINA KRASNECKY	VP OF FINANCE (UNTIL 3/2025)	40.00	Officer	$130,219	$16,607	$146,826
ALISON CARR	VP OF EDUCATION	40.00	Highest	$182,522	$0	$182,522
KARA MCCORMICK	SR. DIR, PEOPLE AND CULTURE (UNTIL 8/2025)	40.00	Highest	$131,073	$0	$131,073
JAMES GREENTHAL	DIR, CHARTER SCHOOL STRAT & PLANNING	40.00	Highest	$119,167	$0	$119,167

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
2025	$17,205,860	$16,908,733	$32,463,852	$297,127
2024	$15,054,768	$15,575,253	$28,498,521	$-520,485
2024	$8,986,095	$9,824,929	$30,024,660	$-838,834
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