Civic Intelligence

Roxbury Historic Trust Inc

990EZ • Fiscal year 2023 • EIN 22-3747532

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profilehttp//www.roxburynewjersey.com/society.htm
209 Main StreetLedgewood, NJ 07852

(973) 592-5375

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.1%

Faster asset growth than 44% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1626%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$69,422

Flat from 2023

Net Assets

$69,422

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Flat

$160,596

Flat from 2023

Expenses

Flat

$163,552

Flat from 2023

Net Income

Flat

-$2,956

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2012: $21,885Liabilities 2012: $02012Assets 2013: $14,606Liabilities 2013: $02013Assets 2014: $18,101Liabilities 2014: $02014Assets 2015: $16,457Liabilities 2015: $02015Assets 2016: $27,427Liabilities 2016: $02016Assets 2017: $72,963Liabilities 2017: $02017Assets 2018: $59,759Liabilities 2018: $02018Assets 2019: $84,962Liabilities 2019: $0Net Assets 2019: $84,9622019Assets 2020: $80,094Liabilities 2020: $0Net Assets 2020: $80,0942020Assets 2021: $87,777Liabilities 2021: $0Net Assets 2021: $87,7772021Assets 2022: $70,895Net Assets 2022: $70,8952022Assets 2023: $69,422Net Assets 2023: $69,4222023Assets 2023: $69,422Liabilities 2023: $02023Assets 2024: $81,778Net Assets 2024: $81,7782024

Highlighted filing

2023

Assets$69,422
Liabilities-
Net Assets$69,422
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $66,379Expenses 2012: $58,194Net Income 2012: $8,1852012Revenue 2013: $63,326Expenses 2013: $70,605Net Income 2013: -$7,2792013Revenue 2014: $34,690Expenses 2014: $25,531Net Income 2014: $9,1592014Revenue 2015: $176,903Expenses 2015: $178,547Net Income 2015: -$1,6442015Revenue 2016: $98,873Expenses 2016: $87,903Net Income 2016: $10,9702016Revenue 2017: $118,919Expenses 2017: $73,383Net Income 2017: $45,5362017Revenue 2018: $146,832Expenses 2018: $160,036Net Income 2018: -$13,2042018Revenue 2019: $89,869Expenses 2019: $63,854Net Income 2019: $26,0152019Revenue 2020: $58,774Expenses 2020: $66,373Net Income 2020: -$7,5992020Revenue 2021: $46,139Expenses 2021: $37,078Net Income 2021: $9,0612021Revenue 2022: $9,303Expenses 2022: $15,876Net Income 2022: -$6,5732022Revenue 2023: $160,596Expenses 2023: $163,552Net Income 2023: -$2,9562023Revenue 2023: $160,596Expenses 2023: $163,552Net Income 2023: -$2,9562023Revenue 2024: $81,475Expenses 2024: $69,119Net Income 2024: $12,3562024

Highlighted filing

2023

Revenue$160,596
Expenses$163,552
Net Income-$2,956
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.1
Gross Receipts
$160,596
Mission and Program Overview

Mission

Administer King Store and King House museums

Administering King House and King Store Museums for the benefit of the public

Program Services

DescriptionGrantsExpenses
Ongoing grant funded restoration of the National Register King House and King Store Museums to preserve these cultural resources and operate them as public museums for current and future generations.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian MorrellPresident-$0--
Mary Ann DudakTrustee-$0--
Janet LordiTrustee-$0--
Barbara PescowTrustee-$0--
Susan RawlinsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roxbury Historic Trust Inc
EIN
22-3747532
Phone
9735925375
Address
209 Main Street, Ledgewood, NJ 07852

Signing Officer

Name
Brian Morrell
Title
Pres
Phone
9735925375
Signed
2024-05-09
Discuss with paid preparer
No

Preparer

Firm
James a Stoltz CPA
Address
24 CONKLING RD, FLANDERS, NJ 07836
Preparer
James a Stoltz
Phone
9739276225
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20, Net Assets

“Change in FMV of endowment investments 1,483”

Raw XML Appendix142 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0250
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN MORRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09735925375
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0209 Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEDGEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007852
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069422
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0160596
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2956
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0158942
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069422
IRS990EZ/GrossReceiptsAmt0160596
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069422
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069422
IRS990EZ/OccupancyRentUtltsAndMaintAmt04360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Morrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Ann Dudak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janet Lordi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Barbara Pescow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susan Rawlinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01483
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Administering King House and King Store Museums for the benefit of the public
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Ongoing grant funded restoration of the National Register King House and King Store Museums to preserve these cultural resources and operate them as public museums for current and future generations.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0163552
IRS990EZ/TotalRevenueAmt0160596
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//www.roxburynewjersey.com/society.htm
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0192790
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt016000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01937
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07382
IRS990ScheduleA/PublicSupportCY170Pct00.96590
IRS990ScheduleA/PublicSupportPY170Pct00.97270
IRS990ScheduleA/PublicSupportTotal170Amt0208790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01471
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091933
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0208790
IRS990ScheduleA/TotalSupportAmt0216172
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Change in FMV of endowment investments 1,483
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MORRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum09735925375
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roxbury Historic Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROXB
ReturnHeader/Filer/EIN0223747532
ReturnHeader/Filer/PhoneNum09735925375
ReturnHeader/Filer/USAddress/AddressLine1Txt0209 Main Street
ReturnHeader/Filer/USAddress/CityNm0Ledgewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007852
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161327590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES A STOLTZ CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 CONKLING RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLANDERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007836
ReturnHeader/PreparerPersonGrp/PhoneNum09739276225
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A STOLTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-01T10:07:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,422
Liabilities
-
Net assets
$69,422
Revenue
$160,596
Expenses
$163,552
Net income
-$2,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.81$0.69$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.61$1.64$0.03
2023Summary only. Only limited summary data is available for this year.$0.69$0.00$1.61$1.64$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.09$0.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.46$0.37$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.59$0.66$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.90$0.64$0.26
2018Summary only. Only limited summary data is available for this year.$0.60$0.00$1.47$1.60$0.13
2017Summary only. Only limited summary data is available for this year.$0.73$0.00$1.19$0.73$0.46
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.99$0.88$0.11
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$1.77$1.79$0.02
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.35$0.26$0.09
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.63$0.71$0.07
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.66$0.58$0.08