TUN TAVERN LEGACY FOUNDATION INC (EIN 862185994) - Form 990 Financial Analysis & Trantor Score

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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

2021

Legal Domicile

Principal Officer

PATRICK F DAILEY

Phone

8669661652

Tax Period

2023-01-01 to 2023-12-31

TUN TAVERN LEGACY FOUNDATION INC, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $224K in total revenue in fiscal year 2023. Revenue surged 287% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 68% operating margin.

Mission

TO CONSTRUCT, OWN AND OPERATE A 16TH CENTURY COLONIAL PHILADELPHIA MARINER'S TAVERN, AND TO DONATE ALL OF THE PROFITS TO CHARITABLE CAUSES AND/OR ORGANIZATIONS THAT ARE DESCRIBED IN 501 (C) (3) AND 501 (A) OF THE IRS CODE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $224,214

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $224,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,218

Program Expenses $31,993

Other Expenses $72,070

TOTAL EXPENSES $72,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,214	$58,000	+2.9%
Expenses	$72,070	$87,859	-0.2%
Net Income	$152,144	$-29,859	-6.1%

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

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
ALLISON BRINK	SECRETARY	10.00	Officer	$0	$0	$0
ROB BRINK	CHAIRMAN OF	10.00	Officer	$0	$0	$0
ROBERT J CEPIELIK	TREASURER/ S	10.00	Officer	$0	$0	$0
PATRICK F DAILEY	PRESIDENT	10.00	Officer	$0	$0	$0
MATT SWINDLE	VICE PRESIDE	10.00	Officer	$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	No data	No data	No data	No data
2023	$224,214	$72,070	$175,622	$152,144
2022	$58,000	$87,859	$5,041	$-29,859
2021	$50,000	$15,100	$34,900	$34,900

TUN TAVERN LEGACY FOUNDATION INC