ISABELLA STEWART GARDNER MUSEUM INC Charity Report

Public IRS 990 nonprofit record

ISABELLA STEWART GARDNER MUSEUM INC

EIN 04-2104334 · Arts, Culture & Humanities (A510)

What they do

SEE SCHEDULE O.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders38 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

56.90%of revenue went to mission work77.4% of expenses · Program services

7.24%of revenue went to fundraising9.8% of expenses

$73.54spent for every $100 of revenueRevenue covered expenses this year.

9.40%of revenue went to management and office costs12.8% of expenses

$13.33in assets for every $1 spent this yearSome assets cannot be spent right away.

66.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $723,605 for PEGGY FOGELMAN (NORMA JEAN CALDERWOOD DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$38,992,891

Mission workProgram services$22,188,54356.90% of revenue77.4% of expenses

ManagementOffice and general costs$3,665,9559.40% of revenue12.8% of expenses

FundraisingAsking for donations$2,822,1617.24% of revenue9.8% of expenses

Revenue left after expensesReported annual surplus$10,316,23226.46% of revenueShown in gray on the chart

Total expenses$28,676,65973.54% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.4% mission · 12.8% management · 9.8% fundraisingTotal expenses: 73.54% of revenue

2023Expense mix: 79.0% mission · 10.9% management · 10.2% fundraisingTotal expenses: 121.41% of revenue

2022Expense mix: 81.0% mission · 8.9% management · 10.2% fundraisingTotal expenses: 133.76% of revenue

2021Expense mix: 76.3% mission · 13.7% management · 10.0% fundraisingTotal expenses: 112.19% of revenue

2020Expense mix: 78.2% mission · 12.5% management · 9.3% fundraisingTotal expenses: 71.40% of revenue

2019Expense mix: 79.7% mission · 12.0% management · 8.3% fundraisingTotal expenses: 83.14% of revenue

2018Expense mix: 80.2% mission · 11.2% management · 8.6% fundraisingTotal expenses: 103.41% of revenue

2017Expense mix: 79.4% mission · 9.0% management · 11.6% fundraisingTotal expenses: 112.58% of revenue

Money in and money out

Revenue$38,992,891

Expenses$28,676,659

Annual surplus $10,316,232 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$22,188,543 · 77.4% of expenses

Management and office costs$3,665,955 · 12.8% of expenses

Fundraising$2,822,161 · 9.8% of expenses

See all reported dollar amounts

Revenue$38,992,891

Expenses$28,676,659

Assets$382,282,469

Income$40,827,792

Contributions$25,916,030

Mission work (program services)$22,188,543

Fundraising$2,822,161

Management and general$3,665,955

Executive compensation (total)$2,194,748

Stocks and bonds$23,080,957

Accounting fees$78,001

Investing fees$357,391

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PEGGY FOGELMANNORMA JEAN CALDERWOOD DIRECTOR · 40 hrs/week $723,605Base $705,247 · Other $18,358

CLIFFORD RUST UNTIL 31425CHIEF FINAN. & ADMIN. OFFICER · 40 hrs/week $306,075Base $280,111 · Other $25,964

REBECCA EHRHARDTCHIEF DEVELOPMENT OFFICER · 40 hrs/week $293,774Base $259,909 · Other $33,865

GEORGE STEELABRAMS CURATOR OF MUSIC · 40 hrs/week $207,544Base $167,138 · Other $40,406

NATHANIEL SILVERASSOCIATE DIRECTOR & CHIEF CURATOR · 40 hrs/week $202,181Base $196,298 · Other $5,883

DONNA HARDWICKDIRECTOR OF MARKETING & COMM. · 40 hrs/week $194,845Base $177,053 · Other $17,792

MATTHEW TERRILLDIRECTOR OF FINANCE & BUSINESS OPS. · 40 hrs/week $178,926Base $156,159 · Other $22,767

ANTHONY AMOREDIRECTOR OF SECURITY · 40 hrs/week $172,723Base $156,159 · Other $16,564

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (38)

PEGGY FOGELMANNORMA JEAN CALDERWOOD DIRECTOR

CLIFFORD RUST UNTIL 31425CHIEF FINAN. & ADMIN. OFFICER

REBECCA EHRHARDTCHIEF DEVELOPMENT OFFICER

GEORGE STEELABRAMS CURATOR OF MUSIC

NATHANIEL SILVERASSOCIATE DIRECTOR & CHIEF CURATOR

DONNA HARDWICKDIRECTOR OF MARKETING & COMM.

MATTHEW TERRILLDIRECTOR OF FINANCE & BUSINESS OPS.

ANTHONY AMOREDIRECTOR OF SECURITY

STEPHEN W KIDDERTRUSTEE

ROANN COSTINTRUSTEE (UNTIL JUNE 2025)

STEVE LOCKETRUSTEE (UNTIL JUNE 2025)

RICHARD LIMTRUSTEE

REV DR GLORIA WHITE-HAMMONDTRUSTEE

REBECCA GARDNER CAMPBELLTRUSTEE

TAYLOR BODMANTRUSTEE

PRASHANTH MAHENDRA-RAJAHTRUSTEE

VICKI SATOTRUSTEE

PAULA JOHNSONTRUSTEE

YUCHUN LEETREASURER, BOARD OF TRUSTEES

NANCY GARDINERTRUSTEE

MELISSA FETTERTRUSTEE

LISA LEIDENTRUSTEE

MATT CONSIGLITRUSTEE

ALLISON ACHTMEYERTRUSTEE (UNTIL JUNE 2025)

LINDA CABOTSECRETARY, BOARD OF TRUSTEES

KEVIN BITTERMANTRUSTEE

KATHERINE CHAPMAN STEMBERGTRUSTEE

KATE CHERTAVIANTRUSTEE

JAMES CANALESTRUSTEE

GWILL YORKPRESIDENT, BOARD OF TRUSTEES

GREGORY BEECHERTRUSTEE

FARHAD NANJITRUSTEE

DENISE DUPRETRUSTEE (UNTIL JUNE 2025)

CHANDLER EVANSTRUSTEE

BENJAMIN GOMEZTRUSTEE

ANOUK VAN DER BOORTRUSTEE

ANNAGRET SACERDOTETRUSTEE

ALYCE LEETRUSTEE

About this charity

Recognized since: January 1937
Location: 25 EVANS WAY, BOSTON, MA 02115-5538
County: Suffolk
In care of: % RUSS WIGGIN
Primary officer: MATTHEW TERRILL, DIRECTOR OF FINANCE

How to reach them

WebsiteVisit the charity’s website Emailinformation@isgm.org Phone(617) 566-1401 Officer phone(617) 278-5110

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Arts, Culture & Humanities (A510)
IRS tax category: Museums