Wright Tavern Legacy 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

2022

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Wright Tavern Legacy Trust, founded in 2022, is a small nonprofit in the Religion sector that reported $479K in total revenue in fiscal year 2023. Revenue surged 407% from the prior year, signaling strong growth momentum. The organization ran a surplus of $423K, a strong 88% operating margin.

Mission

Repair and restore historic property, convert to education center open to the community, guests and tourists

Program Service Accomplishments

Program 1

Expenses: $47,599

The mission for the Wright Tavern is to create a gathering place, an educational center for meetings, events and reenactments, where refreshments can be enjoyed and one can become immersed in the...

The mission for the Wright Tavern is to create a gathering place, an educational center for meetings, events and reenactments, where refreshments can be enjoyed and one can become immersed in the history of the Wright Tavern.

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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 $478,842

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $478,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,599

Other Expenses $55,460

TOTAL EXPENSES $55,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$478,842	$94,494	+4.1%
Expenses	$55,460	$83,798	-0.3%
Net Income	$423,382	$10,696	+38.6%

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

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
Peter Nobile	Trustee	0.50	Director	$0	$0	$0
James Sherblom	Trustee	0.50	Director	$0	$0	$0
Melvin Bernstein	Trustee - Historian	0.25	Director	$0	$0	$0
Douglas Baker	Trustee - Historian	0.25	Director	$0	$0	$0
Thomas Wilson	Chair	1.00	Officer	$0	$0	$0
Shelley Hawks	Secretary	0.25	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	$478,842	$55,460	$1,124,219	$423,382