Civic Intelligence

Tun Tavern Legacy Foundation Inc

EIN 86-2185994 • 501(c)3 • Churchville, PA

Profile

To construct, own and operate the 16th century colonial philadelphia mariner's tavern, and to donate all profits to charitable causes and/or organizations that are described in 501 (c) (3) and 501 (a) of the irs code.

27 N Hilltop DriveChurchville, PA 18966

tuntavernphila.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.65x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.47x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

100th percentile

3609%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

99th percentile

627%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$6,934,916

Up $6,759,294 (+3849%) from 2023

Liabilities

Up

$4,515,199

Up $4,496,762 (+24390%) from 2023

Net Assets

Up

$2,419,717

Up $2,262,532 (+1439%) from 2023

Revenue

Up

$3,065,316

Up $2,841,102 (+1267%) from 2023

Expenses

Up

$802,784

Up $730,714 (+1014%) from 2023

Net Income

Up

$2,262,532

Up $2,110,388 (+1387%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $34,900Liabilities 2021: $0Net Assets 2021: $34,9002021Assets 2022: $5,041Liabilities 2022: $0Net Assets 2022: $5,0412022Assets 2023: $175,622Liabilities 2023: $18,437Net Assets 2023: $157,1852023Assets 2024: $6,934,916Liabilities 2024: $4,515,199Net Assets 2024: $2,419,7172024

Highlighted filing

2024

Assets$6,934,916
Liabilities$4,515,199
Net Assets$2,419,717

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $50,000Expenses 2021: $15,100Net Income 2021: $34,9002021Revenue 2022: $58,000Expenses 2022: $87,859Net Income 2022: -$29,8592022Revenue 2023: $224,214Expenses 2023: $72,070Net Income 2023: $152,1442023Revenue 2024: $3,065,316Expenses 2024: $802,784Net Income 2024: $2,262,5322024

Highlighted filing

2024

Revenue$3,065,316
Expenses$802,784
Net Income$2,262,532

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$3,065,316
Mission and Program Overview

Mission

To construct, own and operate the 16th century colonial philadelphia mariner's tavern, and to donate all profits to charitable causes and/or organizations that are described in 501 (c) (3) and 501 (a) of the irs code.

To construct, own and lease out 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$5,812,188-
Loans From Officers Directors-$935,000-
Cash and Non-Interest-Bearing Accounts$75,622$855,392▲ $779,770
Savings and Temporary Cash Investments-$267,336-
Total Assets$175,622$6,934,916▲ $6,759,294
Other Assets Total$100,000--
Liabilities
Other Liabilities-$3,294,000-
Accounts Payable and Accrued Expenses$18,437$269,379▲ $250,942
Deferred Revenue-$16,820-
Total Liabilities$18,437$4,515,199▲ $4,496,762
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,185$2,419,717▲ $2,362,532
Net Assets With Donor Restrictions$100,000--
Total Net Assets Fund Balance$157,185$2,419,717▲ $2,262,532
Total Liabilities and Net Assets / Fund Balance$175,622$6,934,916▲ $6,759,294

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,644,358-$4,644,358
Buildings$1,167,830-$1,167,830
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$2,758,410
Program Service Revenue
$148,132
Investment Income
$8,100
Other Revenue
$150,674
All Other Contributions
$2,758,410
Change in Net Assets
$2,262,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$723,619
Total Fundraising Expense$101,803
Salaries, Compensation, and Employee Benefits$79,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$220,618--$220,618
Comp Disqual Persons--$79,165$79,165
All Other Expenses$37,273$12,738-$50,011
Other Expenses$100,254-$22,638$22,638
Fees for Services Accounting$12,595--$12,595
Fees for Services Legal$6,776$2,522-$9,298
Insurance-$2,019-$2,019
Total Functional Expenses$683,702$17,279$101,803$802,784
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$935,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Wsfs Mortgage$3,294,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Robert d. Brink allison brink chairman secretary husband/wife

Form 990, Page 6, Part VI, Line 11B

990 has been distributed to the board of directors for comment and approval prior to it'e filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
The Tun Legacy Foundation Inc
EIN
86-2185994
Phone
8669661652
Address
27 N HILLTOP DRIVE, CHURCHVILLE, PA 18966

Signing Officer

Name
Patrick F Dailey
Title
President
Phone
2154850521
Signed
2025-08-25

Organization Details

Principal Officer
Patrick F Dailey
Formed
2021
Legal Domicile
Pa
Voting Board Members
23
Independent Board Members
0
Employees
0

Preparer

Firm
William J Tobin Jr CPA LLC
Address
1012 MILL CREEK DRIVE, FEASTERVILLE, PA 19053
Preparer
William J Tobin Jr CPA
Phone
2153648474
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To construct, own and lease out a 16th century colonial philadelphia mariner's tavern, and to donate all 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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IRS990/MissionDesc0TO CONSTRUCT, OWN AND LEASE OUT A 16TH CENTURY COLONIAL PHILADELPHIA MARINER'S TAVERN, AND TO DONATE ALL 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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IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0SEE STMENT
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt03 BETHESDA METRO CENTER STE 430
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine2Txt03 BETHESDA METRO CENTER STE 430
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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0LYNCH PINNACLE GROUP ON MONTHLY RETAINER
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt1SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING ACTIVITIES PART 1 (I) NAME LYNCH PINNACLE GROUP (II) ACTIVITY TARGET FUNDRAISING STRATEGY, MARKETING, RESEARCH AND OUTREACH TO POTENTIAL DONORS FOR A DEFINED PERIOD OF TIME.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE G, PART IV
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