THE RUGGLES HOUSE SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Sue Dalton

Phone

2074834637

Tax Period

2024-07-01 to 2025-06-30

THE RUGGLES HOUSE SOCIETY, founded in 1980, is a micro nonprofit that reported $74K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 52% operating margin.

Mission

PRESERVATION OF 19TH CENTURY HOME/MUSEUM ON THE NATIONAL REGISTER OF HISTORIC PLACES. EDUCATIONAL TOURS OF THE HOME.

Program Service Accomplishments

Program 1

Expenses: $23,907 Revenue: $74,388

GUIDED TOURS OF EARLY 19TH CENTURY HOME DESIGNED BY FAMOUS ARCHITECT, FULLY RESTORED AND LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. OPEN JUNE THROUGH OCTOBER. CLOSED NOVEMBER THROUGH MAY. NO ADMITTANCE FEE CHARGES, HOWEVER DONATIONS ARE ACCEPTED. RESEARCH MATERIALS, FAMILY HISTORY, ARCHITECTURAL PLANS, PHOTOS, AND DRAWINGS AVAILABLE TO GENEOLOGISTS, STUDENTS, AND SCHOLARS. APPROX 1,000 ANNUAL VISITORS. GUIDED TOURS CONDUCTED FOR AREA SCHOOL CHILDREN AND SECONDARY STUDENTS TO LEARN ABOUT LIFE IN THE 1800S AND EARLY 1900S.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $44,723

Program Service Revenue $0

Investment Income $29,113

Other Revenue $495

TOTAL REVENUE $74,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,868

Fundraising Expenses $0

Program Expenses $23,907

Other Expenses $27,628

TOTAL EXPENSES $35,496

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,331	$57,028	+0.3%
Expenses	$35,496	$45,368	-0.2%
Net Income	$38,835	$11,660	+2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Leslie McSorley	TREASURER	10.00	Officer Director	$0	$0	$0
Betty Jordan	PRESIDENT	10.00	Officer Director Key Emp	$0	$0	$0
Tony Santiago	VICE PRESIDENTDIRECTOR	1.00	Officer Director	$0	$0	$0
Allison Ouellet	CLERK	1.00	Officer Director	$0	$0	$0
Roberta Hammond	DIRECTOR	1.00	Officer Director	$0	$0	$0
Elizabeth Moore Mills	VICE PRESIDENTDIRECTOR	1.00	Officer Director	$0	$0	$0
Sue Dalton	TREASURER	10.00	Officer Director	$0	$0	$0
Ora Aselton	DIRECTOR	1.00	Officer Director	$0	$0	$0
Suzie Beal	DIRECTOR	1.00	Officer Director	$0	$0	$0
Wendy Bullock	DIRECTOR	1.00	Officer Director	$0	$0	$0
Sargent Collier	DIRECTOR	1.00	Officer Director	$0	$0	$0
Stacey Dorr	DIRECTOR	1.00	Officer Director	$0	$0	$0
Larry Smith	HISTORIANDIRECTOR	1.00	Officer Director	$0	$0	$0
Bion Tibbetts	DIRECTOR	1.00	Officer Director	$0	$0	$0
Whitney Vosburgh	DIRECTOR	1.00	Officer Director	$0	$0	$0
Bernard Ward	DIRECTOR	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$74,331	$35,496	$1,592,149	$38,835
2024	$57,028	$45,368	$1,492,943	$11,660
2023	$37,667	$44,539	$1,412,870	$-6,872
2022	$55,963	$38,106	$1,379,111	$17,857
2021	$182,887	$23,264	$1,448,676	$159,623
2020	$16,406	$43,746	$1,289,317	$-27,340
2019	$56,837	$31,433	$1,316,494	$25,404