Civic Intelligence

Historic Rugby Inc

EIN 62-0840267 • 501(c)3 • Rugby, TN

Profile

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

1331 Rugby ParkwayRugby, TN 37733-0002

www.historicrugby.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.20x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

142%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,352,468

Up $760,559 (+21%) from 2023

Liabilities

Down

$234,264

Down $6,744 (-2.8%) from 2023

Net Assets

Up

$4,118,204

Up $767,303 (+23%) from 2023

Revenue

Up

$1,197,984

Up $702,591 (+142%) from 2023

Expenses

Down

$488,768

Down $102,367 (-17%) from 2023

Net Income

Up

$709,216

Up $804,958 (+841%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,420,136Liabilities 2011: $207,895Net Assets 2011: $3,212,2412011Assets 2012: $3,421,933Liabilities 2012: $213,353Net Assets 2012: $3,208,5802012Assets 2013: $3,414,516Liabilities 2013: $264,592Net Assets 2013: $3,149,9242013Assets 2014: $3,430,956Liabilities 2014: $269,715Net Assets 2014: $3,161,2412014Assets 2015: $3,317,011Liabilities 2015: $129,257Net Assets 2015: $3,187,7542015Assets 2016: $3,295,958Liabilities 2016: $247,389Net Assets 2016: $3,048,5692016Assets 2017: $3,506,682Liabilities 2017: $304,045Net Assets 2017: $3,202,6372017Assets 2018: $3,298,979Liabilities 2018: $242,086Net Assets 2018: $3,056,8932018Assets 2019: $3,398,611Liabilities 2019: $265,609Net Assets 2019: $3,133,0022019Assets 2020: $3,579,805Liabilities 2020: $258,335Net Assets 2020: $3,321,4702020Assets 2021: $3,660,394Liabilities 2021: $282,499Net Assets 2021: $3,377,8952021Assets 2022: $3,636,985Liabilities 2022: $247,396Net Assets 2022: $3,389,5892022Assets 2023: $3,591,909Liabilities 2023: $241,008Net Assets 2023: $3,350,9012023Assets 2024: $4,352,468Liabilities 2024: $234,264Net Assets 2024: $4,118,2042024

Highlighted filing

2024

Assets$4,352,468
Liabilities$234,264
Net Assets$4,118,204

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $872,294Expenses 2011: $771,207Net Income 2011: $101,0872011Revenue 2012: $582,231Expenses 2012: $609,434Net Income 2012: -$27,2032012Revenue 2013: $542,236Expenses 2013: $620,209Net Income 2013: -$77,9732013Revenue 2014: $526,348Expenses 2014: $506,531Net Income 2014: $19,8172014Revenue 2015: $582,421Expenses 2015: $550,794Net Income 2015: $31,6272015Revenue 2016: $464,231Expenses 2016: $603,416Net Income 2016: -$139,1852016Revenue 2017: $690,518Expenses 2017: $536,450Net Income 2017: $154,0682017Revenue 2018: $486,410Expenses 2018: $595,010Net Income 2018: -$108,6002018Revenue 2019: $546,477Expenses 2019: $522,683Net Income 2019: $23,7942019Revenue 2020: $643,492Expenses 2020: $455,024Net Income 2020: $188,4682020Revenue 2021: $641,553Expenses 2021: $585,128Net Income 2021: $56,4252021Revenue 2022: $500,499Expenses 2022: $424,135Net Income 2022: $76,3642022Revenue 2023: $495,393Expenses 2023: $591,135Net Income 2023: -$95,7422023Revenue 2024: $1,197,984Expenses 2024: $488,768Net Income 2024: $709,2162024

Highlighted filing

2024

Revenue$1,197,984
Expenses$488,768
Net Income$709,216

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.23$4.12$1.20$0.49$0.71
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.24$3.35$0.50$0.59$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.25$3.39$0.50$0.42$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.66$0.28$3.38$0.64$0.59$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.26$3.32$0.64$0.46$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.27$3.13$0.55$0.52$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.24$3.06$0.49$0.60$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.30$3.20$0.69$0.54$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.25$3.05$0.46$0.60$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.32$0.13$3.19$0.58$0.55$0.03
2014Summary only. Only limited summary data is available for this year.$3.43$0.27$3.16$0.53$0.51$0.02
2013Summary only. Only limited summary data is available for this year.$3.41$0.26$3.15$0.54$0.62$0.08
2012Summary only. Only limited summary data is available for this year.$3.42$0.21$3.21$0.58$0.61$0.03
2011Summary only. Only limited summary data is available for this year.$3.42$0.21$3.21$0.87$0.77$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,197,984
Mission and Program Overview

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,554,076$3,253,115▲ $699,039
Investments Program Related$477,725$507,068▲ $29,343
Cash and Non-Interest-Bearing Accounts$385,409$416,745▲ $31,336
Inventories for Sale or Use$78,794$79,635▲ $841
Total Assets$3,591,909$4,352,468▲ $760,559
Other Assets Total$95,905$95,905→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$223,418$210,389▼ $13,029
Accounts Payable and Accrued Expenses$17,590$23,875▲ $6,285
Total Liabilities$241,008$234,264▼ $6,744
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,312,788$2,965,712▲ $652,924
Net Assets With Donor Restrictions$1,038,113$1,152,492▲ $114,379
Total Net Assets Fund Balance$3,350,901$4,118,204▲ $767,303
Total Liabilities and Net Assets / Fund Balance$3,591,909$4,352,468▲ $760,559

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,645,788-$1,645,788
Land$701,468-$701,468
Other Land Buildings$699,039-$699,039
Equipment$206,820-$206,820
Investment Program Related Org$507,068--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$477,725---$477,725
2023$417,469$31,000▲ $60,931$25,850$477,725
2022$506,342$500▼ $64,649$20,141$417,469
2021$460,017$11,037▲ $62,111$20,508$506,342
2020$415,365$10,014▲ $58,391$18,901$460,017
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike HoffChair
Lisa DoneganVice-chair
Frances HamrickExecutive Committee - at Large
Jo Nell HesterExecutive Committee - at Large
Anne CarrMember
Hannah Alley JostMember
Kathy HicksMember
Sam GreyMember
Stephen McclureMember
Tiffany TerryMember
Tony WoodallMember
Annie PattersonOperations Manager
Rafaela Bielecki-weyenbergSecretary
Glen WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,031,780
Program Service Revenue
$165,600
Investment Income
$103
Other Revenue
$501
All Other Contributions
$435,434
Change in Net Assets
$709,216

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,256,071
Total Revenue per Audited Statements
$1,256,071
Total Revenue per Form 990
$1,256,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,844
Salaries, Compensation, and Employee Benefits$207,924
Total Fundraising Expense$6,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,576$94,823-$192,399
Insurance$47,915$13,514-$61,429
Occupancy$37,842$2,832-$40,674
All Other Expenses$4,112$21,588$54$25,754
Payroll Taxes$8,103$7,422-$15,525
Office Expenses$8,727$6,073-$14,800
Advertising$100$12,877$1,020$13,997
Interest-$7,971-$7,971
Other Expenses$55,198$88$5,388$5,476
Total Functional Expenses$315,118$167,188$6,462$488,768

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$488,768
Total Expenses per Audited Statements$488,768
Total Expenses per Form 990$488,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organization has members. Membership is open to anyone interested in the mission of historic rugby and who supports the organization with an annual individual membership fee starting at $25 (or $10 for students 15-22)

Member election for additional members Part VI line 7A

Members of the organizations governing body (the board of directors) are elected by vote of the members at the annual membership meeting. Directors are elected for a three-year term, and may be reelected for a second term upon approval by the membership.

Form 990 governing body review Part VI line 11

Form 990 is distributed electronically to the board of directors for their review prior to the filing of the return. At a subsequent regulary scheduled board meeting, the irs form 990 and the audited financial statements are reviewed by the treasurer of the board.

Conflict of interest policy compliance Part VI line 12C

Each new director is given a copy of the written conflict of interest policy, along with a directors agreement which is signed and returned by the new director. The conflict of interest policy requires directors to disclose any conflict of interest whenever it occurs and to abstain from voting on any issues where there is such a conflict.

CEO executive director top management comp Part VI line 15A

The executive directors initial compensation was set based on the recommendation of a committee established by the board. Initial compensation was based on information about compensation for comparable positions in similar nonprofit organizations. The eds and key employees compensation is reviewed annually by the executive committee which makes recommendations for any changes to the full board of directors. Actions by all committees are documented in minutes, as are actions by the board of directors.

Other officer or key employee compensation Part VI line 15B

Key employees compensation is reviewed annually by the executive committee which makes recommendations for any changes to the full board of directors.

Governing documents etc available to public Part VI line 19

The meetings of the board of directors are open to the members, and financial reports are a part of each meeting. The annual audited financial statements, the irs form 990, the bylaws and charter, and the conflict of interest policy are made available upon request.

Filing and Contact Details

Filer

Filer Name
Historic Rugby Inc
EIN
62-0840267
In Care Of
% ANNE PATTERSON
Phone
4236282441
Address
1331 RUGBY PARKWAY, RUGBY, TN 37733-0002

Signing Officer

Name
Anne Patterson
Title
Operations Manager
Phone
4236282441
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
95

Preparer

Firm
SHERRELL and SHELLEY CPAS LLC
Address
4513 HIXSON PIKE SUITE 105, HIXSON, TN 37343-5039
Preparer
Pamela a Shelley CPA
Phone
4238756565
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IRS990/Desc0THE STORY OF BRITISH AUTHOR AND SOCIAL REFORMER THOMAS HUGHES VISION FOR A COOPERATIVE, CLASS-FREE COMMUNITY FOUNDED IN THE RUGGED RIVER-GORGE SETTING ON THE CUMBERLAND PLATEAU IS TOLD TO THE PUBLIC THROUGH AN AWARD-WINNING FILM IN THE VISTORS CENTRE, AND TOURS OF A HISTORIC HOME (KINGSTON LISLE), THE 1882 HUGHES LIBRARY (WITH 7000+ ORIGINAL VOLUMES), THE SCHOOLHOUSE/MUSEUM, AND THE 1887 CHRIST CHURCH. RUGBYS HERITAGE IS ALSO SHARED THROUGH SEVERAL FESTIVALS AND ACTIVITIES DURING THE YEAR, HIGHLIGHTING THE BRITISH AND APPALACHIAN CULTURES THAT FORMED RUGBY, AND THROUGH A NUMBER OF CRAFT AND WORKSHOP PROGRAMS, EXHIBITORS, AND INTERPRETERS. THE RECONSTRUCTED HISTORIC COMMISSARY OFFERS FOR SALE LOCAL APPALACHIAN CRAFTS, AS WELL AS EDUCATIONAL ITEMS, MUCH LIKE THE COMMISSARY DID IN THE 1880S. RUGBYS STORY IS ALSO TOLD THROUGH INTERPRETATIVE PROGRAMS SUCH AS A LATERN TOUR OF HISTORIC LAUREL DALE CEMETERY.
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IRS990/MissionDesc0CARRY 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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IRS990/ProgSrvcAccomActy2Grp/Desc0THE RUGBY COLONY IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND ONE OF THE PRIMARY PROGRAM ACTIVITIES OF HISTORIC RUGBY, INC. IS THE PRESERVATION, PROTECTION, AND RESTORATION OF THIS WOULD-BE UTOPIAN COMMUNITY. BESIDES THE NECESSARY AND EXTENSIVE PREVENTATIVE MAINTENANCE AND SITE PRESERVATION ACTIVITIES FOR THE VICTORIAN-ERA VILLAGE, RUGBY HAS CREATED OPPORTUNITIES FOR ARCHITECTURALLY AND ENVIRONMENTALLY COMPATIBLE COLONIZATION WHILE PROTECTING THE HISTORIC SITE FROM INCOMPATIBLE DEVELOPMENT.
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IRS990/ProgSrvcAccomActy3Grp/Desc0INTERPRETING THE LIFESTYLE OF THE ORIGINAL RUGBY COLONISTS IN AN IMPORTANT PROGRAM ACTIVITY, SHARING WHAT IT WAS LIKE WHEN VICTORIAN ENGLAND CAME TO THE RURAL CUMBERLANDS OF TENNESSEE. PERIOD-DRESSED STAFF AND VOLUNTEERS HELP VISTORS ATTENDING ONE OF THE SEVERAL SPECIAL EVENTS STEP BACK IN TIME TO EXPERIENCE VICTORIAN ENGLISH LIFE IN THE COLONY. TRADITIONAL BRITISH FARE IS AVAILABLE IN THE HARROW ROAD CAFE, AN ESTABLISHMENT THAT WAS ADVERTISING IN THE VILLAGE NEWSPAPER AS EARLY AS 1882. SEVERAL OF THE CURRENT MENU OFFERINGS WERE AVAILABLE AT THE ORIGINAL CAFE, WHICH HAS BEEN RECONSTRUCTED TO CONFORM TO RUGBYS HISTORIC ARCHTECTURE. VISTORS CAN ALSO SPEND THE NIGHT IN THE ORIGINAL NEWBURY HOUSE, A BOARDING HOUSE THAT OPENED IN 1880 AND WAS IN CONTINUOUS OPERATION UNTIL THE 1920S. IT WAS AUTHENTICALLY RESTORED IN 1985, AND OFFERS GUESTS THE OPPORTUNITY TO SPEND THE EVENING AMID PERIOD ANTIQUES. SEVERAL OTHER RESTORED OR RECONSTRUCTED COTTAGES ARE AVAILABLE.
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