The Optical Heritage Museum Inc
Nonprofit profile at a glance
- EIN
- 471371753
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2013
- Location
- Southbridge, MA, USA
- Phone
- 7742308016
- Rating
- 97
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- History Museums
Reported finances
- Revenue
- $28,121
- Expenses
- $65,747
- Assets
- $258,362
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
People named in this filing
- RICHARD WHITNEY (EXECUTIVE DI)
- OLIVIA BARTLETT (DIRECTOR)
- JEANINE MCELROY (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The optical heritage museum is dedicated to preservation, education and research in the history, growth, culture and contributions of optical industries from the 19th century until the present. This will be accomplished through the continuing efforts to collect, maintain, preserve and display artifacts from within the american optical collection and those provided from other collections, all to promote the contributions to the optical industry.
What it reported doing in 2025
Preservation, education and research in the history, growth, culture and contributions of optical industries.
Operating model
- Revenue model
- Donor-supported. 95% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 33
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 99.3%; rating input score 99
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -133.8%; rating input score 6; 6th percentile among comparable filings
- Total-asset coverage ratio: 3.93; rating input score 80; 80th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 16.9% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 5.8% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 14.2% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 99.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $65K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 6/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.