DUNCAN TAVERN TRUST (EIN 616039934) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Phone

5026252282

Tax Period

2025-01-01 to 2025-12-31

DUNCAN TAVERN TRUST, founded in 1966, is a small nonprofit that reported $218K in total revenue in fiscal year 2025. Revenue surged 410% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 90% operating margin.

Mission

THIS IS A PERMANENT TRUST TO RECEIVE, HANDLE, AND INVEST FUNDS CONTRIBUTED TO, OR FOR, THE BENEFIT OF DUNCAN TAVERN HISTORIC CENTER, A NATIONAL HISTORICAL SITE. THE TRUST DOCUMENT STIPULATES HOW MUCH INCOME IS TO BE DISTRIBUTED TO THE HISTORICAL SITE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $218,331

Other Revenue $0

TOTAL REVENUE $218,331

Expense Breakdown

Grants Paid $19,514

Salaries & Benefits $2,068

Fundraising Expenses $0

Other Expenses $900

TOTAL EXPENSES $22,482

Year-over-Year Comparison

	2025	2024	Change
Revenue	$218,331	$42,811	+4.1%
Expenses	$22,482	$19,408	+0.2%
Net Income	$195,849	$23,403	+7.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	N/A		$0	$0	$0
N/A	TRUSTEE	N/A		$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
2025	$218,331	$22,482	$791,475	$195,849
2024	$42,811	$19,408	$596,306	$23,403
2023	$15,442	$22,941	$573,339	$-7,499
2022	$22,911	$11,689	$580,962	$11,222
2021	$20,100	$16,139	$569,805	$3,961
2020	$12,311	$17,164	$643,788	$-4,853
2019	$117,702	$18,254	$607,488	$99,448
2018	$50,336	$17,456	$533,036	$32,880

DUNCAN TAVERN TRUST