GOLDEN BALL TAVERN TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

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

Program Service Accomplishments

Program 1

Expenses: $77,364

THE ORGANIZATION IS DEDICATED TO THE PRESERVATION OF THE GOLDEN BALL TAVERN, A HISTORICAL BUILDING LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND SERVES AS A MUSEUM AND EDUCATIONAL RESOURCE FOR LOCAL SCHOOLS AND STUDENTS OF ARCHITECTURE AND THE DECORATIVE ARTS. THE GOLDEN BALL TAVERN MUSEUM IS A RICH HISTORIC FABRIC-A QUILT COMPOSED OF MANY PATCHES. THERE IS THE STORY OF A TAVERN IN THE COLONIAL PERIOD; THE STORY OF A GRACIOUS GEORGIAN HOME AND HOW IT CHANGED THROUGH TIME; THE STORY OF ISAAC JONES AND THE COMING OF THE REVOLUTION; AND THE STORY OF THE CHANGING JONES FAMILY OVER 200 YEARS. TODAY THE GOLDEN BALL TAVERN MUSEUM CONTINUES TO EXPLORE AND INTERPRET THE FABRIC OF ITS OWN UNIQUE STORY.

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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%)

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$131,715

Total Directors

Key Employees

Highest Compensated

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