HISTORIC RUGBY INC Charity Report

Public IRS 990 nonprofit record

HISTORIC RUGBY INC

EIN 62-0840267 · Arts, Culture & Humanities (A800)

What they do

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

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $72.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

63.46%of revenue went to mission work72.5% of expenses · Program services

0.73%of revenue went to fundraising0.8% of expenses

$87.57spent for every $100 of revenueRevenue covered expenses this year.

23.38%of revenue went to management and office costs26.7% of expenses

$7.38in assets for every $1 spent this yearSome assets cannot be spent right away.

71.5%of its money came from giftsOther money may come from services or investments.

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Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$692,712

Mission workProgram services$439,56863.46% of revenue72.5% of expenses

ManagementOffice and general costs$161,99023.38% of revenue26.7% of expenses

FundraisingAsking for donations$5,0490.73% of revenue0.8% of expenses

Revenue left after expensesReported annual surplus$86,10512.43% of revenueShown in gray on the chart

Total expenses$606,60787.57% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 72.5% mission · 26.7% management · 0.8% fundraisingTotal expenses: 87.57% of revenue

2024Expense mix: 64.5% mission · 34.2% management · 1.3% fundraisingTotal expenses: 40.80% of revenue

2023Expense mix: 72.8% mission · 25.7% management · 1.5% fundraisingTotal expenses: 119.33% of revenue

2022Expense mix: 67.2% mission · 27.1% management · 5.7% fundraisingTotal expenses: 84.74% of revenue

2021Expense mix: 64.6% mission · 31.3% management · 4.2% fundraisingTotal expenses: 91.20% of revenue

2019Expense mix: 74.7% mission · 24.3% management · 1.0% fundraisingTotal expenses: 95.65% of revenue

2018Expense mix: 71.9% mission · 27.2% management · 0.9% fundraisingTotal expenses: 122.33% of revenue

2017Expense mix: 79.7% mission · 18.0% management · 2.3% fundraisingTotal expenses: 77.69% of revenue

Money in and money out

Revenue$692,712

Expenses$606,607

Annual surplus $86,105 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$439,568 · 72.5% of expenses

Management and office costs$161,990 · 26.7% of expenses

Fundraising$5,049 · 0.8% of expenses

See all reported dollar amounts

Revenue$692,712

Expenses$606,607

Assets$4,476,640

Income$1,197,984

Contributions$495,162

Mission work (program services)$439,568

Fundraising$5,049

Grants given$5,301

Average grant$5,301

Management and general$161,990

Executive compensation (total)$2,241

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (17)

KATHY HICKSEX-OFFICIO

TIFFANY TERRYMEMBER

STEPHEN MCCLURECHAIR

SAM GREYMEMBER

RAFAELA BIELECKI-WEYENBERGSECRETARY

MIKE HOFFEX-OFFICIO

MICHEL STAGGMEMBER

LISA DONEGANVICE-CHAIR

LAURA STEINKEMEMBER

ANNE CARRMEMBER

JO NELL HESTERMEMBER

GLEN WRIGHTTREASURER

FRANCES HAMRICKEX-OFFICIO

ELLEN CHEMAYMEMBER

DEANN WISE KIRGANEX-OFFICIO

BETHANY JACKSONEX-OFFICIO

ANNIE PATTERSONOPERATIONS MANAGER

About this charity

Recognized since: January 1969
Location: 1331 RUGBY PARKWAY, RUGBY, TN 377330002
County: Morgan
In care of: ANNIE PATTERSON
Primary officer: ANNIE PATTERSON, OPERATIONS MANAGER

How to reach them

WebsiteVisit the charity’s website Phone(423) 628-2441

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: SHERRELL AND SHELLEY CPAS LLC
NTEE classification: Arts, Culture & Humanities (A800)
IRS tax category: Historical Sites
Grant-giving organization: Yes