HISTORIC RUGBY INC (EIN 620840267) - 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

1966

Legal Domicile

Phone

4236282441

Tax Period

2024-01-01 to 2024-12-31

HISTORIC RUGBY INC, founded in 1966, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $709K, a strong 59% operating margin.

Mission

CARRY OUT AND ENCOURAGE, WITHIN THE CONTEXT OF A LIVING HISTORIC VILLAGE, THE RESTORATION, PRESERVATION, PROTECTION, MANAGEMENT AND INTERPRETATION OF THE MAN-MADE AND NATURAL HISTORIC RESOURCES, AND THE BRITISH AND APPALACHIAN HERITAGE FOR THE EDUCATION AND BENEFIT OF ALL PEOPLE

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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 $1,031,780

Program Service Revenue $165,600

Investment Income $103

Other Revenue $501

TOTAL REVENUE $1,197,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,924

Fundraising Expenses $6,462

Program Expenses $315,118

Other Expenses $280,844

TOTAL EXPENSES $488,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,197,984	$495,393	+1.4%
Expenses	$488,768	$591,135	-0.2%
Net Income	$709,216	$-95,742	-8.4%

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
TONY WOODALL	MEMBER	1.00	Director	$0	$0	$0
FRANCES HAMRICK	EXECUTIVE COMMITTEE - AT LARGE	1.00	Director	$0	$0	$0
KATHY HICKS	MEMBER	1.00	Director	$0	$0	$0
TIFFANY TERRY	MEMBER	1.00	Director	$0	$0	$0
ANNE CARR	MEMBER	1.00	Director	$0	$0	$0
JO NELL HESTER	EXECUTIVE COMMITTEE - AT LARGE	1.00	Director	$0	$0	$0
HANNAH ALLEY JOST	MEMBER	1.00	Director	$0	$0	$0
SAM GREY	MEMBER	1.00	Director	$0	$0	$0
STEPHEN MCCLURE	MEMBER	1.00	Director	$0	$0	$0
MIKE HOFF	CHAIR	1.00	Officer Director	$0	$0	$0
RAFAELA BIELECKI-WEYENBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA DONEGAN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
GLEN WRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
ANNIE PATTERSON	OPERATIONS MANAGER	20.00	Key Emp	$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
2024	$1,197,984	$488,768	$4,352,468	$709,216
2023	$495,393	$591,135	$3,591,909	$-95,742
2022	$500,499	$424,135	$3,636,985	$76,364
2021	$641,553	$585,128	$3,660,394	$56,425
2020	$643,492	$455,024	$3,579,805	$188,468
2019	$546,477	$522,683	$3,398,611	$23,794
2018	$486,410	$595,010	$3,298,979	$-108,600

HISTORIC RUGBY INC