WORCESTER NATURAL HISTORY SOCIETY INC

EIN: 042105868 501(c)(3) Arts, Culture & Humanities

WORCESTER, MA

Total Revenue
$10,466,059
Total Expenses
$5,926,343
Total Assets
$27,256,433
Net Assets
$25,506,138
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1825
Legal Domicile
MA
Principal Officer
NOREEN SMITH
Phone
5089292700
Tax Period
2024-01-01 to 2024-12-31

WORCESTER NATURAL HISTORY SOCIETY INC, founded in 1825, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $10.5M in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.5M, a strong 43% operating margin.

Mission

ECOTARIUM'S MISSION IS TO INSPIRE A PASSION FOR SCIENCE AND NATURE AMONG ALL MEMBERS OF THE COMMUNITY THROUGH ONE-OF-A-KIND EXPERIENCES, INTERACTIVE EXHIBITS, AND ACCESSIBLE PROGRAMMING. AS NEW ENGLAND'S LEADING SCIENCE AND NATURE CENTER, OUR VISION IS TO BE AN INNOVATIVE LEADER IN EXPERIENTIAL, COMMUNITY-CENTERED, SCIENCE LEARNING. THE ECOTARIUM IS WIDELY RECOGNIZED FOR INNOVATIVE, INTERACTIVE EXHIBITS AND PROGRAMMING FOR FAMILIES WITH CHILDREN AND SCHOOL GROUPS, AND FOR AN EXCEPTIONAL GUEST EXPERIENCE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,434,809
Program Service Revenue $1,986,886
Investment Income $673,227
Other Revenue $371,137
TOTAL REVENUE $10,466,059

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,007,095
Fundraising Expenses $620,579
Program Expenses $4,176,058
Other Expenses $2,919,248
TOTAL EXPENSES $5,926,343

Year-over-Year Comparison

2024 2023 Change
Revenue $10,466,059 $5,223,532 +1.0%
Expenses $5,926,343 $5,760,496 +0.0%
Net Income $4,539,716 $-536,964 -9.5%
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

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Governance

Voting Members
17
Independent Members
14
Employees
113
Volunteers
318

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
6
$353,160
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH BARTULIS CHAIR 4.00
Officer Director
$0 $0 $0
LAURA BEATON TRUSTEE 4.00
Director
$0 $0 $0
DAVID FIELDS TRUSTEE - RESIGNED IN 2024 4.00
Director
$0 $0 $0
NAUREEN MERAJ TRUSTEE 4.00
Director
$0 $0 $0
RAYMOND L QUINLAN TRUSTEE 4.00
Director
$0 $0 $0
WILLIAM SULLIVAN TRUSTEE 4.00
Director
$0 $0 $0
ERIC TORKORNOO TRUSTEE 4.00
Director
$0 $0 $0
DR FLORINA S TSENG TRUSTEE 4.00
Director
$0 $0 $0
DAVID K WOODBURY TRUSTEE 4.00
Director
$0 $0 $0
AIMEE PEACOCK TRUSTEE 4.00
Director
$0 $0 $0
JAMES M LANG TRUSTEE 4.00
Director
$0 $0 $0
ROBERT H MCCLAREN TRUSTEE 4.00
Director
$0 $0 $0
SHERRI PITCHER TRUSTEE - RESIGNED IN 2024 4.00
Director
$0 $0 $0
SEAN MAHONEY VICE CHAIR 4.00
Officer Director
$0 $0 $0
JOHN MCINNES TRUSTEE 4.00
Director
$0 $0 $0
DAVID P MCMANUS TREASURER 4.00
Officer Director
$0 $0 $0
SUSAN NAVA-WHITEHEAD CLERK/SECRETARY 4.00
Officer Director
$0 $0 $0
SCOTT FULLER TRUSTEE 4.00
Director
$0 $0 $0
JAMES KANE TRUSTEE 4.00
Director
$0 $0 $0
NOREEN SMITH PRESIDENT AND CEO 40.00
Officer
$210,502 $16,216 $226,718
DEBORAH BERMAN SHEAR CHIEF ADVANCEMENT OFFICER 40.00
Officer
$113,955 $12,487 $126,442
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 $10,466,059 $5,926,343 $27,256,433 $4,539,716
2023 $5,223,532 $5,760,496 $22,076,338 $-536,964
2022 $5,566,765 $5,195,355 $21,458,004 $371,410
2021 $5,171,795 $4,525,102 $24,778,012 $646,693
2020 $1,327,769 $4,274,440 $22,442,953 $-2,946,671
2019 $3,948,047 $5,064,088 $24,560,895 $-1,116,041
2019 $4,205,542 $4,924,632 $25,126,753 $-719,090
2018 $3,002,259 $4,859,775 $24,880,943 $-1,857,516
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