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Old Sturbridge Inc.

 1 Old Sturbridge Village Road
 Sturbridge, MA 01566
[P] (508) 347-0216
[F] (508) 347-0377
Emma Russell
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 Printable Profile (Summary / Full)
EIN 04-2104809

LAST UPDATED: 11/27/2017
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No


Mission StatementMORE »

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.

Mission Statement

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.

FinancialsMORE »

Fiscal Year Feb 01, 2017 to Jan 31, 2018
Projected Income $8,377,342.00
Projected Expense $8,029,021.00

ProgramsMORE »

  • Education and Public Programs
  • Field of Flags
  • Research, Curatorial, Library

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

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.

Background Statement

Old Sturbridge Village traces its beginnings to the remarkable collection amassed by industrialists Albert B. and J. Cheney Wells of neighboring Southbridge. The Wells family brought together a wealth of early New England artifacts, including tools, utensils, furniture, glassware, and clocks. The family later dedicated itself to the idea of displaying the collections within a working village, where visitors could better understand how the items were originally crafted and used. 
Old Sturbridge Village first opened to the public on June 8, 1946. In the more than 70 years since, more than 21 million adults and children have visited the Village, and the museum has attained international recognition for its innovations in research and education.
For more detailed history, please see our website:

Impact Statement

Old Sturbridge Village continues to strengthen its collections and exhibitions program through scholarship, research, an dissemination. In 2016 the Village opened a new exhibition about cabinetmaking, titled Planed, Grained, and Dovetailed; Cabinetmaking in Early New England, and made significant renovations to freestanding glass and militia exhibitions. The Village also expanded education programs for students with new curriculum tying the Village's historic narrative to themes of STEM. OSV serves a very diverse audience, comprising all ages, ethnicities, and socioeconomic levels.  The Village has a steady visitation of 250,000 every year, more than 55,000 of whom are children on school field trips. This fall was the opening for Old Sturbridge Academy, a public elementary school serving students of South Central Massachusetts opened in partnership with the Village. Over the next several years the Village hopes to increase the programming and interpretive narrative, as well as continuing to expand education programs and theatrical events. As part of a multi-year Visitor Experience Initiative, OSV is taking steps to improve the overall guest experience from wayfinding and marketing, accessibility, food service, and programs. 

Needs Statement

Old Sturbridge Village must raise support for educational programs, infrastructure improvements and deferred maintenance, public programming, and historic preservation projects.  Additionally, due to an aging staff OSV must increase compensation to attract and retain younger staff members.

CEO Statement

During my years as President and CEO of Old Sturbridge Village, I have been privileged to be part of something truly extraordinary: the turnaround, stabilization, and survival of a true New England icon, and one of the oldest, largest, and most cherished living history museums in the country.

The Village celebrated its 70th anniversary last year, and now winter ushers in the end of 2017 with Christmas by Candlelight returning for its 15th year. From piloting a new program, Midwinter Mischief, in February, to the opening of Old Sturbridge Academy Charter Public School in September, it has certainly been a year of changes and new endeavors at the Village. A number of historic buildings have received much needed attention thanks to grant support, including the Research Library and Fenno Barn which now have new roofs, and the collections storage facility will soon receive environmental and security upgrades.  We look forward to the coming years and all that it will bring for OSV. 

 Jim Donahue, President & CEO 

Board Chair Statement


Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Throughout the United States
Old Sturbridge Village is located in Sturbridge, Massachusetts and welcomes visitors and school groups from all over the world.

Organization Categories

  1. Arts,Culture & Humanities - History Museums
  2. Education - Educational Services
  3. Mutual & Membership Benefit -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)



Education and Public Programs

Old Sturbridge Village's education and public programs provide the day-to-day experience of life in a recreated early nineteenth century village. Costumed interpreters inhabit and invigorate our historic structures, carrying out a full range of agricultural activities, crafts demonstrations, household tasks, and commercial endeavors. Our museum education department welcomes nearly 55,000 children each year for school programs, summer vacation camps, Boy and Girl Scout programming, and homeschooling opportunities. Educational programs include a variety of options for teachers including Connect + Explore, a new theatrical-style learning laboratory exploring themes in STEM across the ages.
Budget  $2,073,700.00
Category  Arts, Culture & Humanities, General/Other Museum Education
Population Served Children and Youth (0 - 19 years) Adults
Program Short-Term Success  For nearly a decade, OSV has offered a program that gives free or reduced admission to children from Title I school districts. This past year the education department made significant updates and improvements to the Education Program, to better align with MA and CT state learning standards and give more options for class teachers. 
Program Long-Term Success 

OSV has a rich history of providing unique educational opportunities to visitors of all ages. Since its founding it has been a special destination for families and school groups to experience an immersive historic environment.

Program Success Monitored By  At OSV, evaluation plays a critical role in our service to the public. Every program we offer is tested by observation and visitor feedback, and retooling programs to better serve our audiences is one of the cornerstones of our ongoing planning.  OSV provides evaluation opportunities for all of our school education groups and has fine tuned the program based on those recommendations and evaluations.
Examples of Program Success 
* 250,000 visitors overall in 2017
* 52,000 school children in 2017
* 10,000 students on free or reduced admission programs in 2017
Our visitation rate has remained steady for the past two years, and our events programming calendar has increased dramatically. 

Field of Flags

The Field of Flags provides free daytime admission to active and retired members of the U.S. military and their immediate families (spouse, parents, and children under 18). For every donation, a Made in the USA flag is planted on the lawn in front of the visitor center. This free admission is extremely beneficial to many military families, as the average cost for four adults and two children is in excess of $100. The program, in its fourth year, has supported visits by nearly 8,000, either military members or family members, between April 2913 and September 2014 through gifts from individual donors. Additionally, OSV is participating in the Blue Star Museums program for 2014. Through this program, we seek to honor military families and provide access to recreational and educational opportunities year round.
Budget  $125,000.00
Category  Arts, Culture & Humanities, General/Other Museums
Population Served Veterans Families Veterans
Program Short-Term Success 
The short-term success will not only be welcoming at least as many individuals as last year in an eight month period, but also increasing the total number of people served over twelve months.
Program Long-Term Success 
Our goal with this program is to be able to offer this admission benefit to as many military families as possible year round for years to come.
Program Success Monitored By 
The program success will be monitored through tracking admission and donations to determine the total impact of the program.
Examples of Program Success 
Since the program began, we have seen increased donations and attendance as we continue to market the program. Additionally, more than 90% of the military families who participate in the program make a donation to enable another family to take advatange of the program.

Research, Curatorial, Library

The Research, Curatorial, and Library programs at Old Sturbridge Village provide expert historical support to our educational and interpretive programs. Staff also collect, conserve, and share OSV's world-class collection of nearly 60,000 artifacts and 40,000 books and manuscripts.
Budget  $270,600.00
Category  Arts, Culture & Humanities, General/Other Museums
Population Served Adults Children and Youth (0 - 19 years) General/Unspecified
Program Short-Term Success  The short-term success of this program will include mounting successful, groundbreaking exhibitions such as the current Bucket Town, which is part of the Four Centuries of Massachusetts Furniture Project, a large collaborative effort throughout Massachusetts. Also, the completion of a collections plan for evaluating the current collection and enable OSV to make further decisions regarding the long-term use of the objects as part of the museum.
Program Long-Term Success 

 OSV’s Research, Collections, and Library long-term success will be determined by the current strategic plan for the department. The three long-term goals under the plan include enhancing the OSV experience through integration of the collections with public programs and utilizing and caring for the collections in accordance with professional standard to make them more effective and fulfill OSV’s mission. An additional goal is to strategically align the exhibitions, campus, programs, and campus to support a coherent visitor experience.

Program Success Monitored By  The overall program success will be monitored by the public reception of the ongoing exhibition schedule and continued integration of the collections with the public programs.
Examples of Program Success 
Recent successes include a nearly completed collections inventory survey; the addition of a full time, one year decorative arts intern; and the largest collections acquisitions to date:  two pieces of Nathan Lombard furniture in 2013, and the Laura Woodside Watkins redware collection and selections from the Joan and Malcolm Watkins collection in 2014.

CEO/Executive Director/Board Comments



CEO/Executive Director Mr. James E. Donahue
CEO Term Start July 2007
CEO Email
CEO Experience
Jim Donahue has served as President & CEO since 2007.  He previously led a public charter school from its inception through a substantial expansion, building campaign and organizational merger.  He is trained as a classroom teacher and school administrator as well.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Ms. Beverly Shepard 2002 2006
Ms. Alberta Sebolt George 1992 2002

Senior Staff

Name Title Experience/Biography
Michael Arnum Director of Marketing and Communications --
Renee Chambers Chief of Staff --
Alexis Conte Director of Sales --
Emily Dunnack Director of Education --
Caitlin Emery Curatorial Director --
Bradley King Senior Vice President of Operations --
Tina Krasnecky Vice President of Finance --
Anne McBride Director of Development --
Rhys Simmons Director of Interpretation --


Award Awarding Organization Year
Publications Competition Award, First Place in Annual Reports New England Museum Association 2012
Nonprofit Leader of the Year Worcester Business Journal 2011
Publications Awards, Best in Show New England Museum Association 2010
Publications Awards, First Place Annual Fund, Capital Campaign & Other Development Materials New England Museum Association 2009


Affiliation Year
American Association for State and Local History --
New England Museums Association (NEMA) --
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



CEO/Executive Director/Board Comments

Old Sturbridge Village is entering a period of expansion with new exhibits, a broadened development effort, and the reopening on the lodging property, The Old Sturbridge Inn and Reeder Family Lodges, which will bring new revenue.  These efforts will help to complete retirement of prior debt, $3.2 million of which has been paid through a recent (2011 - 2013) capital campaign. Additionally, OSV is intent on being relevant and responding to the increasingly non-traditional museum audience, including the many students from under-served communities who participate in our educational programs.

Foundation Comments


Staff Information

Number of Full Time Staff 81
Number of Part Time Staff 90
Number of Volunteers 200
Number of Contract Staff 1
Staff Retention Rate % 88%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 2
Caucasian: 166
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 54
Male: 46
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan No
Business Continuity of Operations Plan Yes
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Yes

Risk Management Provisions


Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually


Board Chair Mr. Richard G. Schulze
Board Chair Company Affiliation Schulze Associates
Board Chair Term June 2013 - June 2015
Board Co-Chair Mr. Robert W. Reeder II
Board Co-Chair Company Affiliation Sullivan & Cromwell LLP
Board Co-Chair Term June 2013 - June 2015

Board Members

Name Company Affiliations Status
Norman Abram Linnor, Inc. Voting
Ann Marie Argitis Community Leader Voting
Susan Collins Abelard Foundation, Lincoln, MA Voting
Donna DeCorleto Community Leader Voting
Nancy E. Dempze Hemenway & Barnes, LLP, Boston, MA Voting
N. Lynn Eckhert Partners Healthcare International Voting
John V. Frank Burton D. Morgan Foundation, Akron, OH Voting
Lisa W. Markham Community Leader Voting
Cynthia B. Michener Aetna, Inc., Hartford, CT Voting
Bichop Nawrot Capital Strategies Voting
Jane Nylander Community Leader Voting
Margaret Pierce Community Leader Voting
Robert Reeder Sullivan & Cromwell, New York, NY Voting
Robert Roemer AECOM, Westford, MA Voting
Paul E. Rogers Stonehedge Gardens, Charlton, MA Voting
Carol J. Rugani Wellington Management Co., Boston, MA Voting
Richard Schulze Schulze Associates, Greenwich, CT Voting
Paul Scully Country Bank for Savings, Ware, MA Voting
Jeffrey Upton Jones Day, Boston, MA Voting
Jeffrey J. Upton Jones Day Voting
Susan Vincent Community Leader Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Richard Altman -- NonVoting
John Amorello -- NonVoting
John Argitis -- NonVoting
David Badrick -- NonVoting
Dwight Bartlett III -- NonVoting
Ronald Benoit -- NonVoting
Steven Bernhard -- NonVoting
Jill Bertrand -- NonVoting
Lydia Blacker -- NonVoting
Keith Blanchette -- NonVoting
Ralph Bloom -- NonVoting
Ruth Boniface -- NonVoting
Dorothy Brandenberger -- NonVoting
Gary Bridgman -- NonVoting
David Brough -- NonVoting
Jeff Burdick -- NonVoting
Richard Bushman -- NonVoting
Marjorie Butcher -- NonVoting
Kathleen Cambo -- NonVoting
Philip Cambo -- NonVoting
Lucille Canavan -- NonVoting
Ann Carlson -- NonVoting
Sandra Carroll -- NonVoting
Deborah Cary -- NonVoting
Thomas F.X. Cole -- NonVoting
Dr. James Conrad Jr. -- NonVoting
James Cottrell Jr. -- NonVoting
Albert Cournoyer -- NonVoting
Thomas Creeden -- NonVoting
Lisa Dalberth -- NonVoting
Susan Daniel-Dreyfus -- NonVoting
Jeffrey Davenport -- NonVoting
Peter Dirlam -- NonVoting
Nancy Doll -- NonVoting
Suzanne Fantaroni -- NonVoting
Louis Fazen -- NonVoting
Joan Ferguson -- NonVoting
Douglas Fish -- NonVoting
Alvonia Fitzhugh -- NonVoting
James Fitzhugh -- NonVoting
David Flinn -- NonVoting
Paul Foley -- NonVoting
Marilyn Forke -- NonVoting
William M. Fowler Jr. -- NonVoting
Dorothy Fullam -- NonVoting
Molly Galano -- NonVoting
Gary Galonek -- NonVoting
Janet Garon -- NonVoting
Molly Giordano -- NonVoting
Patricia A. Goode -- NonVoting
Robert Grant -- NonVoting
Lois Greene -- NonVoting
Martha Hamilton -- NonVoting
Henry Hicks Jr. -- NonVoting
Thomas Hollyday -- NonVoting
Sherri Hostage -- NonVoting
Sara Hunt -- NonVoting
Edward C. Johnson III -- NonVoting
Harry Johnson -- NonVoting
Annette Keessen -- NonVoting
James B. Kenary IV -- NonVoting
Dennis Knight -- NonVoting
Stephen LaRiviere -- NonVoting
Tedd Levy -- NonVoting
Pamela Mahoney -- NonVoting
Thea Marcoux -- NonVoting
Jennifer Markham -- NonVoting
Dudley Marsh -- NonVoting
Joan McGrath -- NonVoting
Richard McGrath -- NonVoting
Dr. Alfred L. McKee Jr. -- NonVoting
Beatrice Miller -- NonVoting
Paul A. Mills -- NonVoting
Anna Moir -- NonVoting
Elizabeth Moir -- NonVoting
Joanne Moore -- NonVoting
Gail Morgan -- NonVoting
Jesse Morgan -- NonVoting
Jane Neslusan -- NonVoting
Terence O'Coin -- NonVoting
Dennis O'Dowd -- NonVoting
Edith Overly -- NonVoting
Marion Palm -- NonVoting
Charles Peters -- NonVoting
Arline Rayner -- NonVoting
Shirley Reichenberg -- NonVoting
Richard Rossman -- NonVoting
Frederick Rushton -- NonVoting
Daniel Schreck -- NonVoting
Josephine Sheldon -- NonVoting
Dorothy Shelton -- NonVoting
Charles Skillings -- NonVoting
Matthew Sosik -- NonVoting
Megan Suslavich -- NonVoting
Anne Tarbell -- NonVoting
Jack Thornton Jr. -- NonVoting
Judith Thornton -- NonVoting
Stephen Tutko -- NonVoting
Gary Vaillancourt -- NonVoting
Kathy Vairo -- NonVoting
Ronald Vairo -- NonVoting
Alexander J. Wall III -- NonVoting
Mason Bacheller Wells II -- NonVoting
Michael Wells -- NonVoting
Barbara Wuth -- NonVoting
Dr. Richard P. Zimon -- NonVoting
Joseph Zwiebel -- NonVoting
Raki Zwiebel -- NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 20
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 11
Male: 9
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 65%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

  • Audit
  • Collections
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Investment
  • Operations

CEO/Executive Director/Board Comments

After a period of successful stabilization, Old Sturbridge Village is entering a period of expansion. We are creating new exhibits, expanding our development effort, and reopened our lodging property, The Old Sturbridge Inn and Reeder Family Lodges, which has brought new revenue and support our growing wedding and events business and programs for members.  All of these efforts will contribute to closing our remaining debt - now largely erased due to a successful capital campaign. Additionally, OSV must remain relevant and respond to the increasingly non-traditional museum audience, including the many students from under-served communities who participate in our educational programs.

Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Feb 01, 2017 to Jan 31, 2018
Projected Income $8,377,342.00
Projected Expense $8,029,021.00
Form 990s

2017 990

2016 990

2015 990

2014 990

2013 990

2012 990

2011 990

2010 990

Audit Documents

2017 Audited Financials

2015 Audited Financials

2014 Audited Financials

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $11,940,071 $10,930,205 $7,239,305
Total Expenses $11,317,578 $10,567,692 $8,823,992

Prior Three Years Revenue Sources

Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $3,010,381 $3,049,543 $1,987,420
Indirect Public Support -- -- --
Earned Revenue $6,930,269 $6,273,236 $4,020,114
Investment Income, Net of Losses $1,311,202 $894,395 $504,269
Membership Dues $543,852 $536,132 $548,197
Special Events $108,996 $140,747 $142,556
Revenue In-Kind -- -- --
Other $35,371 $36,152 $36,749

Prior Three Years Expense Allocations

Fiscal Year 2017 2016 2015
Program Expense $8,607,495 $7,885,745 $6,233,806
Administration Expense $1,569,284 $1,445,941 $1,411,399
Fundraising Expense $1,140,799 $1,236,006 $1,178,787
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.06 1.03 0.82
Program Expense/Total Expenses 76% 75% 71%
Fundraising Expense/Contributed Revenue 37% 39% 55%

Prior Three Years Assets and Liabilities

Fiscal Year 2017 2016 2015
Total Assets $15,169,698 $19,280,716 $19,943,403
Current Assets $827,658 $992,737 $980,939
Long-Term Liabilities $7,529,314 $8,327,901 $8,589,407
Current Liabilities $1,085,250 $969,128 $1,004,607
Total Net Assets $6,555,134 $9,983,687 $10,349,389

Prior Three Years Top Three Funding Sources

Fiscal Year 2017 2016 2015
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $6,800,000.00
Spending Policy Income Only
Percentage(If selected) --
Credit Line Yes
Reserve Fund No
How many months does reserve cover? 0.00

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 0.76 1.02 0.98

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 50% 43% 43%

CEO/Executive Director/Board Comments

Because our visitation is so weather-dependent, we have been working toward diversifying our revenue pie to rely less heavily on income from front-gate admission. This means increasing our development efforts and expanding other business elements such as food service, lodging, and retail. Shrinking public school budgets are making it harder for children to visit the museum to support their classroom learning. Raising money to help with this is a major priority. And, with more than 100 buildings and structures on our campus, we must be vigilant about funding deferred maintenance.

Foundation Comments

Financial summary data in charts and graphs are per the organization's IRS Form 990s.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.


The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.

1. What is your organization aiming to accomplish?


2. What are your strategies for making this happen?


3. What are your organization’s capabilities for doing this?


4. How will your organization know if you are making progress?


5. What have and haven’t you accomplished so far?