Oldways Preservation & Exchange Trust Inc
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Oldways Preservation & Exchange Trust Inc is a 501(c)(3) organization based in Boston, Massachusetts, registered in 1990, with $1,934,033 in FY2023 revenue. CharityIndex grades it B.
266 Beacon St Ste 1, Boston, MA, 02116 EIN 04-3031978 Since 1990
Revenue (FY2023)
$1.9M
▲ 7.5% vs prior year
Expenses (FY2023)
$1.9M
Net assets
$1.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Oldways Preservation & Exchange Trust Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating8 mo reserves · +2% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Oldways Preservation & Exchange Trust Inc: 8 mo reserves · +2% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Oldways Preservation & Exchange Trust Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Oldways Preservation & Exchange Trust Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 266 Beacon St Ste 1, Boston, MA, 02116
- City
- Boston
- State
- Massachusetts
- Category
- —
- Subcategory
- —
- Website
- …
Financial trends
Revenue grew from $1.8M (FY2013) to $1.9M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $229KNet assets $1.2M
Operating margin
1.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$229K
Net assets
$1.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $1,934,033▲7.5% | $1,902,383▲9.7% | $1,218,314▲6.8% | $1,447,573▲1.8% | 990 |
| 2022 | $1,798,755▲2.8% | $1,733,777▲12.1% | $1,140,798▲5.4% | $1,422,528▲10.0% | 990 |
| 2021 | $1,750,409▲14.7% | $1,546,850▲11.6% | $1,082,372▲14.8% | $1,292,816▼3.7% | 990 |
| 2020 | $1,525,679▲6.0% | $1,386,087▼5.8% | $943,215▲16.0% | $1,342,255▲8.2% | 990 |
| 2019 | $1,439,391▼26.3% | $1,472,094▼13.1% | $813,060▼3.6% | $1,240,713▲30.2% | 990 |
| 2018 | $1,954,060▼16.0% | $1,694,489▼17.1% | $843,517▲44.9% | $953,034▼13.4% | 990 |
| 2017 | $2,325,851▼11.4% | $2,043,459▼4.3% | $582,098▲94.2% | $1,100,443▼15.1% | 990 |
| 2016 | $2,623,711▲33.1% | $2,135,083▲7.9% | $299,706▲259% | $1,295,552▲8.3% | 990 |
| 2015 | $1,970,870▼6.2% | $1,979,263▲5.5% | -$188,922▼4.6% | $1,195,877▲2.3% | 990 |
| 2014 | $2,101,732▲18.8% | $1,876,763▲14.3% | -$180,529▲9.2% | $1,169,244▲5.9% | 990 |
| 2013 | $1,769,566 | $1,641,382▲5.2% | -$198,735▲39.2% | $1,104,278▲14.5% | 990 |
| 2012 | — | $1,560,780▲14.8% | -$326,919▲46.7% | $964,631▲15.5% | 990 |
| 2011 | — | $1,359,638▲4.2% | -$613,728▲24.3% | $835,473▲78.0% | 990 |
| 2010 | — | $1,304,946▼3.3% | -$810,768▲22.3% | $469,462▲86.0% | 990 |
| 2009 | — | $1,349,954 | -$1,043,812 | $252,404 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $240K total
1 grant to Oldways Preservation & Exchange Trust Inc totaling $240K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| The Miami Foundation Inc | To support a solo economic project | 2015 | $239,700 |
Frequently asked questions
- Is Oldways Preservation & Exchange Trust Inc a legitimate nonprofit?
- Yes. Oldways Preservation & Exchange Trust Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-3031978, based in Boston, Massachusetts. Donations are tax-deductible.
- What is Oldways Preservation & Exchange Trust Inc's EIN?
- Oldways Preservation & Exchange Trust Inc's Employer Identification Number (EIN) is 04-3031978.
- How much revenue does Oldways Preservation & Exchange Trust Inc report?
- Oldways Preservation & Exchange Trust Inc reported $1,934,033 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Oldways Preservation & Exchange Trust Inc have?
- CharityIndex grades Oldways Preservation & Exchange Trust Inc B, based on financial health (reserves and operating margin).
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Data for Oldways Preservation & Exchange Trust Inc (EIN 04-3031978) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.