ROTCH-JONES-DUFF HOUSE AND GARDEN … - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

STEWART YOUNG

Phone

5089971401

Tax Period

2023-07-01 to 2024-06-30

ROTCH-JONES-DUFF HOUSE AND GARDEN MUSEUM INC, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $818K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $308K, a strong 38% operating margin.

Mission

ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM ENLIVENS NEW BEDFORD'S HISTORY, ENGAGES OUR COMMUNITIES, AND ENRICHES CULTURAL UNDERSTANDING THROUGH STEWARDSHIP, EDUCATION AND ENTERTAINMENT.

Program Service Accomplishments

Program 1

Expenses: $289,814 Revenue: $487,100

THE ROTCH JONES DUFF HOUSE AND MUSEUM WAS ABLE TO HOLD, RESTORE, PRESERVE, AND MAINTAIN THE HOUSE AND GARDENS, RECAPTURE AND PRESERVE THE SPECIAL QUALITY OF LIFE WHICH FLOURISHED WHILE THE THREE...

THE ROTCH JONES DUFF HOUSE AND MUSEUM WAS ABLE TO HOLD, RESTORE, PRESERVE, AND MAINTAIN THE HOUSE AND GARDENS, RECAPTURE AND PRESERVE THE SPECIAL QUALITY OF LIFE WHICH FLOURISHED WHILE THE THREE FAMILIES LIVED IN THE HOUSE, INTEREST THE PUBLIC IN LOCAL HISTORY THROUGH THE INTERPRETATION AND DISSEMINATION OF INFORMATION USING EDUCATIONAL AND CULTURAL PROGRAMS, AND MAKE THE PROPERTY ACCESSIBLE TO THE PUBLIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $505,000

Program Service Revenue $12,349

Investment Income $231,070

Other Revenue $69,973

TOTAL REVENUE $818,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $302,546

Fundraising Expenses $94,167

Program Expenses $289,814

Other Expenses $208,100

TOTAL EXPENSES $510,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$818,392	$643,134	+0.3%
Expenses	$510,646	$446,881	+0.1%
Net Income	$307,746	$196,253	+0.6%

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

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
NATHANAEL BRAYTON	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
AMELIA ALBURN	TRUSTEE	1.00	Director	$0	$0	$0
STEWART YOUNG	TREASURER	2.00	Officer Director	$0	$0	$0
JAYNE REBELLO KORN	TRUSTEE	1.00	Director	$0	$0	$0
ANNE HELLER	CLERK	2.00	Officer Director	$0	$0	$0
FRANCIS GRAY III	TRUSTEE	1.00	Director	$0	$0	$0
NATALIE MELLO	PRESIDENT	2.00	Officer Director	$0	$0	$0
REBECCA BARNES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
HOWE ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH LAUDERDALE	TRUSTEE	1.00	Director	$0	$0	$0
LEONARDO REIS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BULLARD	TRUSTEE	1.00	Director	$0	$0	$0
ANN LOPES	TRUSTEE	1.00	Director	$0	$0	$0
DIANA HENRY	TRUSTEE	1.00	Director	$0	$0	$0
KAYLA C CONNER	TRUSTEE	1.00	Director	$0	$0	$0
DONNA CRISCUOLO	TRUSTEE	1.00	Director	$0	$0	$0
ALANNA JAWORSKI	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA HALL	EX-OFFICIO	1.00	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	No data	No data	No data	No data
2024	$818,392	$510,646	$3,426,042	$307,746
2023	$643,134	$446,881	$3,032,287	$196,253
2022	$532,707	$436,404	$2,757,982	$96,303
2021	$426,423	$384,992	$3,021,307	$41,431
2020	$624,604	$374,150	$2,542,501	$250,454
2019	$468,692	$381,258	$2,695,260	$87,434

ROTCH-JONES-DUFF HOUSE AND GARDEN MUSEUM INC