Civic Intelligence

Wright Tavern Legacy Trust

990 • Fiscal year 2023 • EIN 87-3687449

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilewww.wrighttavern.org
20 Lexington RdConcord, MA 01742

(617) 281-1198

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.54x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

1.28x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

100th percentile

9977%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

404%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,124,219

Up $1,113,063 (+9977%) from 2022

Net Assets

Up

$513,075

Up $555,275 (+1316%) from 2022

Liabilities

Up

$611,144

Up $557,788 (+1045%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin97th percentile

Revenue

Up

$478,842

Up $383,888 (+404%) from 2022

Expenses

Down

$55,460

Down $28,338 (-34%) from 2022

Net Income

Up

$423,382

Up $412,226 (+3695%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2022: $11,156Liabilities 2022: $53,356Net Assets 2022: -$42,2002022Assets 2023: $1,124,219Liabilities 2023: $611,144Net Assets 2023: $513,0752023Assets 2024: $956,131Liabilities 2024: $464,840Net Assets 2024: $491,2912024

Highlighted filing

2023

Assets$1,124,219
Liabilities$611,144
Net Assets$513,075
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2022: $94,954Expenses 2022: $83,798Net Income 2022: $11,1562022Revenue 2023: $478,842Expenses 2023: $55,460Net Income 2023: $423,3822023Revenue 2024: $238,114Expenses 2024: $259,898Net Income 2024: -$21,7842024

Highlighted filing

2023

Revenue$478,842
Expenses$55,460
Net Income$423,382
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$478,842
Mission and Program Overview

Mission

The mission of the WTLT is to enable Wright Tavern to take its rightful place in telling the stories of Concord's history and the founding of the United States - with a focus on protecting self-determination and democracy.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$386,946-
Pledges and Grants Receivable-$240,780-
Cash and Non-Interest-Bearing Accounts$41,156$139,836▲ $98,680
Loans From Officers Directors$30,000$30,000→ $0
Total Assets$41,156$1,124,219▲ $1,083,063
Other Assets Total-$356,657-
Liabilities
Other Liabilities-$415,064-
Accounts Payable and Accrued Expenses-$166,080-
Total Liabilities$30,000$611,144▲ $581,144
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,156$383,075▲ $371,919
Net Assets With Donor Restrictions-$130,000-
Total Net Assets Fund Balance$11,156$513,075▲ $501,919
Total Liabilities and Net Assets / Fund Balance$41,156$1,124,219▲ $1,083,063

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$386,946-$386,946
Other Assets Org$356,657--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Thomas WilsonChair
James SherblomTrustee
Peter NobileTrustee
Douglas BakerTrustee - Historian
Melvin BernsteinTrustee - Historian
Shelley HawksSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$478,842
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$478,842
Change in Net Assets
$423,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$47,599--$47,599
Fees for Services Other-$3,628-$3,628
Insurance-$2,798-$2,798
Fees for Services Accounting-$1,000-$1,000
Office Expenses-$435-$435
Total Functional Expenses$47,599$7,861$0$55,460
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
First ParishControls this OrgDue to First Parish for rent and other expsNo$45,808

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$30,000$30,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liability$369,256
Due to related party$45,808
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“Governing decisions are conducted through the meeting of the Trustee who are approved by First Parish that controls this organization.”

Form 990 governing body review Part VI line 11

“The Trustees review the 990 before it is filed.”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public via the MA Attorney Generals website and also upon request.”

Filing and Contact Details

Filer

Filer Name
Wright Tavern Legacy Trust
EIN
87-3687449
Address
20 Lexington Rd, Concord, MA 01742

Signing Officer

Name
Thomas Wilson
Title
Chair
Phone
6172811198
Signed
2024-11-15
Discuss with paid preparer
No

Organization Details

Formed
2022
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Melissa Gilroy CPA
Address
80 Greenacre Rd, Westwood, MA 02090
Preparer
Melissa Gilroy
Phone
7816964019
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/Filer/EIN0873687449
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Lexington Rd
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001742
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melissa Gilroy CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 Greenacre Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum07816964019
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Gilroy
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T12:50:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,124,219
Liabilities
$611,144
Net assets
$513,075
Revenue
$478,842
Expenses
$55,460
Net income
$423,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.46$0.49$0.24$0.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.61$0.51$0.48$0.06$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.05$0.04$0.09$0.08$0.01