DUXBURY RURAL & HISTORICAL SOCIETY INC (EIN 046109189) - Form 990 Financial Analysis & Trantor Score

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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

1916

Legal Domicile

Principal Officer

SABRINA KAPLAN

Phone

7819346106

Tax Period

2024-11-01 to 2025-10-31

DUXBURY RURAL & HISTORICAL SOCIETY INC, founded in 1916, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $354K, a strong 34% operating margin.

Mission

THE DUXBURY RURAL AND HISTORICAL SOCIETY, INC. IS DEDICATED TO THE PRESERVATION OF THE HISTORICAL AND NATURAL RESOURCES OF DUXBURY, MA AND ITS ENVIRONMENT, AND THE ENCOURAGEMENT OF AWARENESS AND APPRECIATION OF THE AREA'S HERITAGE AND CHARACTER.

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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 $555,771

Program Service Revenue $58,766

Investment Income $373,779

Other Revenue $64,829

TOTAL REVENUE $1,053,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $320,278

Fundraising Expenses $66,608

Program Expenses $497,000

Other Expenses $379,117

TOTAL EXPENSES $699,395

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,053,145	$1,062,300	0.0%
Expenses	$699,395	$693,497	+0.0%
Net Income	$353,750	$368,803	0.0%

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

250

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

$121,746

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA WOOD	PRESIDENT	8.00	Officer Director	$0	$0	$0
NANCY VON STACKELBERG	TREASURER	2.00	Officer Director	$0	$0	$0
PATRICIA LORING	CLERK UNTIL 1/25	2.00	Officer Director	$0	$0	$0
BARBARA PALFREY	CLERK EFF. 1/25	2.00	Officer Director	$0	$0	$0
JOY BANNON	DIRECTOR	2.00	Director	$0	$0	$0
CAITLIN HUMPHREYS	DIRECTOR EFF. 2/25	2.00	Director	$0	$0	$0
WOODY LAWSON	DIRECTOR	2.00	Director	$0	$0	$0
GEORGIA TAFT PYE	DIRECTOR	2.00	Director	$0	$0	$0
PETER RAPELYE	DIRECTOR UNTIL 2/25	2.00	Director	$0	$0	$0
DREW STRAWBRIDGE	DIRECTOR	2.00	Director	$0	$0	$0
DREW THAWLEY	DIRECTOR EFF. 2/25	2.00	Director	$0	$0	$0
SUSAN WARREN	DIRECTOR	2.00	Director	$0	$0	$0
KAREN WOOD	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT ZOLTOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
SABRINA KAPLAN	EXECUTIVE DIRECTOR	40.00	Officer	$117,924	$3,822	$121,746

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	$1,053,145	$699,395	$10,646,210	$353,750
2024	$1,062,300	$693,497	$9,818,697	$368,803
2023	$546,241	$681,260	$8,448,119	$-135,019
2022	$568,738	$633,492	$8,459,126	$-64,754
2021	$978,580	$624,978	$9,921,952	$353,602
2020	$730,459	$563,460	$8,782,125	$166,999
2019	$425,043	$580,419	$8,609,801	$-155,376
2018	$589,501	$515,621	$8,179,063	$73,880

DUXBURY RURAL & HISTORICAL SOCIETY INC