Arts, Culture & Humanities (A540) IRS Verified DX Registered 990 on File

OLD STURBRIDGE INC

EIN: 04-2104809 · STURBRIDGE, MA 01566-1138 · United States · FY 2025 Data

3 out of 5 49 / 100 Based on 2+ years of filings

Financial strength (30%) 69/100

Reliability (20%) 55/100

Effectiveness (25%) 68/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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CharityAI™ Score

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Financial Overview — FY 2025

$17.2M

Total Revenue

$16.9M

Total Expenses

$17.5M

Net Assets

293

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 63.1%

Fundraising Efficiency 27146.7%

Operating Reserve 12.44x

Liability-to-Asset 46.0%

Revenue Diversification 41.6%

Executive Compensation $483K

Compared with Peers

FY 2025

Compared with 273 similar organizations (United States, Arts, Culture & Humanities, $10M–$100M in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	63.1%	79.1%	P10P90	Bottom quarter
Admin expense ratio Management and general / total expenses · lower is better	24.2%	13.3%	P10P90	Bottom quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	12.7%	6.4%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	27146.7%	763.3%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	12.4 mo	30.8 mo	P10P90	Bottom quarter
Liabilities to assets Total liabilities / total assets · lower is better	46.0%	14.0%	P10P90	Bottom quarter
Revenue concentration Share of revenue from the largest source · lower is better	41.6%	65.5%	P10P90	Top quarter
Revenue growth Year over year revenue growth	91.5%	8.7%	P10P90
Expense growth Year over year expense growth	72.1%	4.8%	P10P90
Surplus margin Surplus as a share of revenue	1.7%	5.3%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$17.2M	$16.9M	$17.5M	63.1%	293
2024	$9.0M	$9.8M	$17.4M	67.7%	0
2023	$14.4M	$15.2M	$16.4M	69.1%	268
2022	$18.4M	$12.5M	N/A	—	258

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Organization Details

EIN: 04-2104809
State: MA
City: STURBRIDGE
ZIP: 01566-1138
Classification: A540
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1946
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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