GOLDEN BALL TAVERN TRUST

EIN: 046130583 501(c)(3) Arts, Culture & Humanities

WESTON, MA

Total Revenue
$205,085
Total Expenses
$302,520
Total Assets
$5,852,410
Net Assets
$5,830,385
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
MA
Principal Officer
D BRUCE PETERSON
Phone
7818941751
Tax Period
2024-01-01 to 2024-12-31

GOLDEN BALL TAVERN TRUST, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $205K in total revenue in fiscal year 2024. Expenses of $303K exceeded revenue, resulting in a 48% operating deficit.

Mission

PRESERVING THE GOLDEN BALL TAVERN, LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND SERVING AS A MUSEUM AND EDUCATIONAL RESOURCE FOR THE SCHOOLS AND FOR STUDENTS OF ARCHITECTURE AND THE DECORATIVE ARTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $37,382
Program Service Revenue $4,035
Investment Income $124,781
Other Revenue $38,887
TOTAL REVENUE $205,085

Expense Breakdown

Grants Paid $0
Salaries & Benefits $178,617
Fundraising Expenses $0
Program Expenses $77,364
Other Expenses $123,903
TOTAL EXPENSES $302,520

Year-over-Year Comparison

2024 2023 Change
Revenue $205,085 $195,037 +0.1%
Expenses $302,520 $313,085 0.0%
Net Income $-97,435 $-118,048 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
2
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$131,715
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHARINE H CAMPBELL EXEC. DIRECT 40.00
Officer
$106,850 $24,865 $131,715
D BRUCE PETERSON TREASURER 2.00
Officer Director
$0 $0 $0
DANIEL L QUINN CHAIRMAN 2.00
Officer Director
$0 $0 $0
KATHRYN CONRAD TRUSTEE 2.00
Director
$0 $0 $0
REBECCA FOLEY TRUSTEE 2.00
Director
$0 $0 $0
PAMELA W FOX TRUSTEE 2.00
Director
$0 $0 $0
WILLIAM W GALLAGHER III TRUSTEE 2.00
Director
$0 $0 $0
CAROLYN MCGUIRE TRUSTEE 2.00
Director
$0 $0 $0
ROBERT O NELSON TRUSTEE 2.00
Director
$0 $0 $0
TRAVIS POWELL TRUSTEE 2.00
Director
$0 $0 $0
POLLY GAMBRILL SLAVET SECRETARY 2.00
Officer Director
$0 $0 $0
LINDA W WISEMAN TRUSTEE 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $205,085 $302,520 $5,852,410 $-97,435
2023 $195,037 $313,085 $5,343,188 $-118,048
2022 $146,050 $258,988 $4,849,649 $-112,938
2021 $1,643,524 $198,552 $5,715,444 $1,444,972
2020 $156,228 $153,791 $5,114,328 $2,437
2019 $377,222 $157,645 $4,902,584 $219,577
2018 $397,574 $144,658 $4,214,524 $252,916
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