Civic Intelligence

Duxbury Rural and Historical Society Inc.

EIN 04-6109189 • 501(c)3 • Duxbury, MA

Pub. 78 Eligible

View Organization Page

Profile

The duxbury rural and historical society (drhs) strives to be a responsible steward of our historical buildings, museum objects, archives, and lands. We welcome all audiences to learn along with us, explore our collections, and interpret the unfolding, diverse stories of duxbury's history.

PO Box 2865Duxbury, MA 02332

www.duxburyhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.05x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

27th percentile

$121,746

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

63rd percentile

8.4%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-0.9%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$10,646,210

Up $827,513 (+8.4%) from 2024

Liabilities

Up

$52,031

Up $29,689 (+133%) from 2024

Net Assets

Up

$10,594,179

Up $797,824 (+8.1%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin82nd percentile

Revenue

Down

$1,053,145

Down $9,155 (-0.9%) from 2024

Expenses

Up

$699,395

Up $5,898 (+0.9%) from 2024

Net Income

Down

$353,750

Down $15,053 (-4.1%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $6,339,989Liabilities 2010: $20,167Net Assets 2010: $6,319,8222010Assets 2011: $6,169,256Liabilities 2011: $21,112Net Assets 2011: $6,148,1442011Assets 2012: $6,967,845Liabilities 2012: $27,381Net Assets 2012: $6,940,4642012Assets 2013: $7,175,581Liabilities 2013: $25,197Net Assets 2013: $7,150,3842013Assets 2014: $7,453,118Liabilities 2014: $43,771Net Assets 2014: $7,409,3472014Assets 2015: $7,569,574Liabilities 2015: $25,272Net Assets 2015: $7,544,3022015Assets 2016: $7,635,067Liabilities 2016: $28,902Net Assets 2016: $7,606,1652016Assets 2017: $8,256,653Liabilities 2017: $79,335Net Assets 2017: $8,177,3182017Assets 2018: $8,179,063Liabilities 2018: $72,201Net Assets 2018: $8,106,8622018Assets 2019: $8,609,801Liabilities 2019: $40,541Net Assets 2019: $8,569,2602019Assets 2020: $8,782,125Liabilities 2020: $113,882Net Assets 2020: $8,668,2432020Assets 2021: $9,921,952Liabilities 2021: $55,635Net Assets 2021: $9,866,3172021Assets 2022: $8,459,126Liabilities 2022: $82,464Net Assets 2022: $8,376,6622022Assets 2023: $8,448,119Liabilities 2023: $34,980Net Assets 2023: $8,413,1392023Assets 2024: $9,818,697Liabilities 2024: $22,342Net Assets 2024: $9,796,3552024Assets 2025: $10,646,210Liabilities 2025: $52,031Net Assets 2025: $10,594,1792025

Highlighted filing

2025

Assets$10,646,210
Liabilities$52,031
Net Assets$10,594,179
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $394,1332010Expenses 2011: $426,1672011Expenses 2012: $485,7312012Revenue 2013: $133,570Expenses 2013: $487,015Net Income 2013: -$353,4452013Revenue 2014: $555,979Expenses 2014: $496,498Net Income 2014: $59,4812014Revenue 2015: $881,417Expenses 2015: $469,615Net Income 2015: $411,8022015Revenue 2016: $287,643Expenses 2016: $482,546Net Income 2016: -$194,9032016Revenue 2017: $616,555Expenses 2017: $490,712Net Income 2017: $125,8432017Revenue 2018: $589,501Expenses 2018: $515,621Net Income 2018: $73,8802018Revenue 2019: $425,043Expenses 2019: $580,419Net Income 2019: -$155,3762019Revenue 2020: $730,459Expenses 2020: $563,460Net Income 2020: $166,9992020Revenue 2021: $978,580Expenses 2021: $624,978Net Income 2021: $353,6022021Revenue 2022: $568,738Expenses 2022: $633,492Net Income 2022: -$64,7542022Revenue 2023: $546,241Expenses 2023: $681,260Net Income 2023: -$135,0192023Revenue 2024: $1,062,300Expenses 2024: $693,497Net Income 2024: $368,8032024Revenue 2025: $1,053,145Expenses 2025: $699,395Net Income 2025: $353,7502025

Highlighted filing

2025

Revenue$1,053,145
Expenses$699,395
Net Income$353,750
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,646,210
Liabilities
$52,031
Net assets
$10,594,179
Revenue
$1,053,145
Expenses
$699,395
Net income
$353,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.05$10.6$1.05$0.70$0.35
2024Detailed filing. Detailed filing data is available for this year.$9.82$0.02$9.80$1.06$0.69$0.37
2023Detailed filing. Detailed filing data is available for this year.$8.45$0.03$8.41$0.55$0.68$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.46$0.08$8.38$0.57$0.63$0.06
2021Detailed filing. Detailed filing data is available for this year.$9.92$0.06$9.87$0.98$0.62$0.35
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.11$8.67$0.73$0.56$0.17
2019Detailed filing. Detailed filing data is available for this year.$8.61$0.04$8.57$0.43$0.58$0.16
2018Detailed filing. Detailed filing data is available for this year.$8.18$0.07$8.11$0.59$0.52$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.26$0.08$8.18$0.62$0.49$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.64$0.03$7.61$0.29$0.48$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.57$0.03$7.54$0.88$0.47$0.41
2014Detailed filing. Detailed filing data is available for this year.$7.45$0.04$7.41$0.56$0.50$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$0.03$7.15$0.13$0.49$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.03$6.94$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.17$0.02$6.15$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$0.02$6.32$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Gross Receipts
$2,974,441
Mission and Program Overview

Mission

The duxbury rural and historical society (drhs) strives to be a responsible steward of our historical buildings, museum objects, archives, and lands. We welcome all audiences to learn along with us, explore our collections, and interpret the unfolding, diverse stories of duxbury's history.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,278,929$7,627,468▲ $348,539
Land, Buildings, and Equipment, Net$1,041,179$1,289,093▲ $247,914
Cash and Non-Interest-Bearing Accounts$116,432$153,559▲ $37,127
Prepaid Expenses and Deferred Charges$13,432$12,909▼ $523
Savings and Temporary Cash Investments$39,713$11,780▼ $27,933
Pledges and Grants Receivable$14,000$7,000▼ $7,000
Total Assets$9,818,697$10,646,210▲ $827,513
Other Assets Total$1,315,012$1,544,401▲ $229,389
Liabilities
Accounts Payable and Accrued Expenses$22,342$52,031▲ $29,689
Total Liabilities$22,342$52,031▲ $29,689
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,854,020$8,525,682▲ $671,662
Net Assets With Donor Restrictions$1,942,335$2,068,497▲ $126,162
Total Net Assets Fund Balance$9,796,355$10,594,179▲ $797,824
Total Liabilities and Net Assets / Fund Balance$9,818,697$10,646,210▲ $827,513

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,238,511$761,566$2,000,077
Other Land Buildings$47,623$313,513$361,136
Leasehold Improvements$0$60,000$60,000
Equipment$2,959$10,201$13,160
Other Assets Org$1,544,401--
Other Securities$462,288--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,040,845-▲ $793,240$301,189$7,481,738
2023$5,997,862-▲ $1,397,497$306,609$7,040,845
2022$5,983,847-▲ $411,205$332,913$5,997,862
2021$7,485,180-▼ $1,106,563$337,800$5,983,847
2020$6,416,508-▲ $1,438,839$311,898$7,485,180
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sabrina KaplanExecutive DirectorFT$117,924$3,822$121,746

Board Members and Trustees

NameTitle
Donna WoodPresident
Drew StrawbridgeDirector
Georgia Taft PyeDirector
Joy BannonDirector
Karen WoodDirector
Scott ZoltowskiDirector
Susan WarrenDirector
Woody LawsonDirector
Caitlin HumphreysDirector Eff. 2/25
Drew ThawleyDirector Eff. 2/25
Peter RapelyeDirector Until 2/25
Barbara PalfreyClerk Eff. 1/25
Patricia LoringClerk Until 1/25
Nancy Von StackelbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$555,771
Program Service Revenue
$58,766
Investment Income
$373,779
Other Revenue
$64,829
All Other Contributions
$513,361
Change in Net Assets
$353,750

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$41,135Active Market Price
Total Noncash Contributions2$41,135-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,006,889
Revenue Not Reported on Financial Statements
$46,256
Revenue Not Reported on Form 990
$470,939
Other Revenue Adjustments
$-4,902
Total Revenue per Audited Statements
$1,477,828
Total Revenue per Form 990
$1,053,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$379,117
Salaries, Compensation, and Employee Benefits$320,278
Total Fundraising Expense$66,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,198$23,422$29,760$163,380
Current Officers, Directors, Trustees, and Key Employees$88,517$18,814$23,904$131,235
Depreciation Depletion$78,054--$78,054
Fees for Service Investment Mgmnt Fees-$51,158-$51,158
Occupancy$35,006--$35,006
Insurance$28,216$622$66$28,904
Payroll Taxes$15,653$3,327$4,226$23,206
Fees for Services Accounting-$19,565-$19,565
All Other Expenses$1,995$8,372$3,765$14,132
Office Expenses$6,297$3,778$2,519$12,594
Other Expenses$3,858$2,877$1,920$3,858
Fees for Services Other-$3,003-$3,003
Advertising$2,677--$2,677
Other Employee Benefits$1,657$352$448$2,457
Conferences and Meetings-$497-$497
Total Functional Expenses$497,000$135,787$66,608$699,395

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$699,395
Total Expenses per Audited Statements$680,004
Expenses per Audited Statements$648,237
Expenses Not Reported on Financial Statements$51,158
Expenses Not Reported on Form 990$31,767
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,420
Fundraising Direct Expenses$1,710
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Historical House Tour$14,420$14,420$1,710$12,710
Total Events$14,420$14,420$1,710$12,710
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the society are individuals who may be otherwise qualified or who are at-the-time current in the payment of the applicable annual dues for a specific membership category.”

Form 990, Part VI, Section A, Line 7A

“Members of the society have the right to elect trustees. Only persons who have been members and, if applicable, whose dues are current, for a period of at least 21 days prior to the holding of any annual or special meeting of members of the corporation entitled to vote at a meeting.”

Form 990, Part VI, Section B, Line 11B

“The board has designated the executive director and the treasurer to review the form 990 in its entirety pror to its filing. The entire board is provide a copy of the 990 after it is filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy applies to all officers and trustees of the board, as well as all employees (together, "responsible persons"). Each responsible person shall receive a copy of the conflict of interest policy annually, and shall also complete an annual disclosure form identifying any relationships, positions or circumstances in which the interested person is involved that could result in a conflict of interest arising. In addition, responsible persons are required to disclose conflicts or potential conflicts of interest. Such disclosures are required to be documented in the minutes of the relevant board and/or committee meetings. Responsible persons shall not participate in or hear the board's or committee's discussion of the matter, shall not be counted in determinging the presence of a quorum for purposes of the vote, and may not vote on the contract or transaction. In addition, they shall not be present for the vote, unless the vote is by secret ballot. Any changes to the conflict of interest policy shall be communicated immediately to each responsible person.”

Form 990, Part VI, Section B, Line 15A

“A compensation committee (comprised of the president, treasurer and a third member of the board of trustees) determines compensation for the executive director in accordance with the compensation levels from the new england museum association's salary survey. The survey summarizes data on compensation from museums and similar organizations throughout six new england states. The compensation committee met in november to review the compensation for the executive director. The executve director determines compensation for the rest of the employees and it is approved by the compensation committee. The discussions are documented.”

Form 990, Part VI, Section C, Line 19

“The society makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Duxbury Rural & Historical Society Inc
EIN
04-6109189
Phone
7819346106
Address
PO BOX 2865, DUXBURY, MA 02332

Signing Officer

Name
Sabrina Kaplan
Title
Executive Director
Phone
7819346106
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sabrina Kaplan
Formed
1916
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
250

Preparer

Firm
Pkf Jnd Pc
Address
400 CROWN COLONY DRIVE SUITE 102, QUINCY, MA 02169
Preparer
Amanda Wolfe
Phone
6174220007
Supplemental Narrative

Additional Explanations

FORM 990 PART XII, LINE 2C:

“The organization's board of trustees are responsible for the oversight of the audit of its financial statements and the selection of an independent accountant.”

Financial Statement Notes

PART II, LINE 5:

“The society does not have a written policy regarding conservation easements. The conservation easement has its own terms and conditions which inform the organization as to how they administer the restriction.”

PART II, LINE 9:

“The society expenses the cost of easements in the period in which they are incurred.”

PART III, LINE 4:

“Collections maintained by the society include paintings, furnishings, period costumes and assorted artifacts relating to duxbury history. These collection items are held for public exhibition, education and research in the futherance of public services. These collection items are necessary to fulfill the society's mission of encouraging the awareness and appreciation of duxbury's heritage and character.”

PART V, LINE 4:

“The society intends to use endowment funds to help conserve and restore the historical buildings. The society also intends to use endowment funds to acquire additional historical artifacts.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -3,192. Fundraising event expenses -1,710.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 3,192. Fundraising event expenses 1,710.”

Raw XML AppendixShowing 400 of 618 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm5CAITLIN HUMPHREYS
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IRS990/Form990PartVIISectionAGrp/PersonNm8PETER RAPELYE
IRS990/Form990PartVIISectionAGrp/PersonNm9DREW STRAWBRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm10DREW THAWLEY
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IRS990/Form990PartVIISectionAGrp/PersonNm12KAREN WOOD
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IRS990/Form990PartVIISectionAGrp/PersonNm14SABRINA KAPLAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR UNTIL 2/25
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR EFF. 2/25
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0THE DUXBURY RURAL AND HISTORICAL SOCIETY (DRHS) STRIVES TO BE A RESPONSIBLE STEWARD OF OUR HISTORICAL BUILDINGS, MUSEUM OBJECTS, ARCHIVES, AND LANDS. WE WELCOME ALL AUDIENCES TO LEARN ALONG WITH US, EXPLORE OUR COLLECTIONS, AND INTERPRET THE UNFOLDING, DIVERSE STORIES OF DUXBURY'S HISTORY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE EDUCATIONAL PROGRAMS, A LIBRARY AND ARCHIVES FOR THE ENCOURAGEMENT OF SCHOLARLY RESEARCH, AND OFFER ACTIVITIES TO THE DUXBURY COMMUNITY WHICH PROMOTE DUXBURY'S HISTORY.MOST DRHS PROGRAMS ARE OFFERED TO THE PUBLIC WITH A FEW MEMBER-BENEFIT EVENTS ON THE CALENDAR EACH YEAR. MANY ARE FREE OF CHARGE OR OFFERED FOR A "SUGGESTED DONATION." IN THE CASE OF TICKETED EVENTS, WE STRIVE TO KEEP OUR PRICES REASONABLE FOR THE PROGRAM BEING OFFERED.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SPECIAL EVENTS AND ACTIVITIES ARE HELD ON A YEARLY BASIS TO CELEBRATE AND PROMOTE DUXBURY'S HISTORY.DRHS MANAGES MORE THAN 50 MISSION-DRIVEN EVENTS EACH YEAR AT OUR DIFFERENT SITES. THESE DISPLAY ROTATING ITEMS FROM OUR COLLECTIONS AS WELL AS NEW RESEARCH THAT EXPANDS THE NARRATIVE OF LOCAL HISTORY. OUR TALKS ARE SELL-OUT EVENTS, AND VISITATION AT THE HOUSE MUSEUMS IS STRONG. DURING THE 2025 SUMMER SEASON, APPROXIMATELY 1,700 WALK-IN AND SCHEDULED VISITORS EXPERIENCED OUR EXHIBITS AND STORY-TELLING NARRATIVES AT THE NATHANIEL WINSOR JR., KING CAESAR, AND BRADFORD HOUSE MUSEUMS COMBINED.
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