Roxbury Historic Trust Inc

Nonprofit profile at a glance

EIN
223747532
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024, Form 990-N 2014
Location
Ledgewood, NJ, USA
Phone
9735925375
Rating
45
Verdict
MIXED
Rating confidence
Moderate
Sector
History Museums

Reported finances

Revenue
$81,475
Expenses
$69,119
Assets
$81,778

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Brian Morrell (President)

People named in this filing

  • Brian Morrell (President)
  • Mary Ann Dudak (Trustee)
  • Susan Rawlinson (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 100
  • Sustainability: 54
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.3%; rating input score 0
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 15.2%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 1.18; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -45.9% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: 8.7% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: -2.3% per year; rating input score 0; 31st percentile among comparable filings

Details

  • Where the money goes: 0.3% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.