Civic Intelligence

Wright Tavern Legacy Trust

990 • Fiscal year 2024 • EIN 87-3687449

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

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

87th percentile

0.49x

Higher debt load relative to assets than 87% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

1.95x

Higher debt load relative to revenue than 95% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

24th percentile

-9.1%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-15%

Faster asset growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$956,131

Down $168,088 (-15%) from 2023

Net Assets

Down

$491,291

Down $21,784 (-4.2%) from 2023

Liabilities

Down

$464,840

Down $146,304 (-24%) from 2023

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin24th percentile

Revenue

Down

$238,114

Down $240,728 (-50%) from 2023

Expenses

Up

$259,898

Up $204,438 (+369%) from 2023

Net Income

Down

-$21,784

Down $445,166 (-105%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2024

Assets$956,131
Liabilities$464,840
Net Assets$491,291
Open 2024 Filing

Operations Trend

Revenue Growth5th 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

2024

Revenue$238,114
Expenses$259,898
Net Income-$21,784
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$238,114
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.

The mission of the WTLT is to enable Wright Tavern to take its rightful place in telling the stories of Concords history and the founding of the United States with a focus on protecting selfdetermination and democracy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$386,946$402,067▲ $15,121
Investments in Publicly Traded Securities-$132,107-
Cash and Non-Interest-Bearing Accounts$139,836$92,816▼ $47,020
Loans From Officers Directors$30,000$30,000→ $0
Pledges and Grants Receivable$240,780$13,844▼ $226,936
Inventories for Sale or Use-$4,392-
Prepaid Expenses and Deferred Charges-$1,152-
Total Assets$1,124,219$956,131▼ $168,088
Other Assets Total$356,657$309,753▼ $46,904
Liabilities
Other Liabilities$415,064$411,985▼ $3,079
Accounts Payable and Accrued Expenses$166,080$22,855▼ $143,225
Total Liabilities$611,144$464,840▼ $146,304
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$383,075$352,791▼ $30,284
Net Assets With Donor Restrictions$130,000$138,500▲ $8,500
Total Net Assets Fund Balance$513,075$491,291▼ $21,784
Total Liabilities and Net Assets / Fund Balance$1,124,219$956,131▼ $168,088

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$402,067$4,070$406,137
Other Assets Org$6,725--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Thomas WilsonChair
Amy RiedelTrustee
Diane ProctorTrustee
James SherblomTrustee
Nancy JohnsonTrustee
Toby ChaudhuriTrustee
Shelley HawksSecretary
Oleg LitvinenkoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$225,897
Program Service Revenue
$10,569
Investment Income
$1,648
Other Revenue
$0
All Other Contributions
$225,897
Change in Net Assets
$-21,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,898
Total Fundraising Expense$10,981
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$82,618-$10,981$93,599
Occupancy$27,010$27,010-$54,020
Advertising$20,791--$20,791
Fees for Services Accounting-$19,125-$19,125
Information Technology$3,000$3,000-$6,000
Office Expenses-$5,340-$5,340
Depreciation Depletion-$4,071-$4,071
Fees for Services Legal-$2,220-$2,220
Other Expenses$1,605--$1,605
Insurance-$1,521-$1,521
Total Functional Expenses$186,630$62,287$10,981$259,898
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
Subject to proxy tax
No
Insider Transactions and Loans

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
Right-of-Use Liability$328,227
Due to related party$82,908
Security Deposit$850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Part VI Line 7B

“Governing decisions are conducted through the meeting of the”

Part VI Line 7B

“Trustees who are approved by First Parish in Concord that controls this org”

Part VI Line 11B

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

Part VI Line 19

“Governing documents available to the public via MA AG website”

Filing and Contact Details

Filer

Filer Name
Wright Tavern Legacy Trust
EIN
87-3687449
In Care Of
% Thomas Wilson
Address
20 Lexington Rd, Concord, MA 01742

Signing Officer

Name
Thomas Wilson
Title
Chair
Phone
6172811198
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Wilson
Formed
2022
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Castaldi CPA Inc
Address
15 Stagecoach Lane, East Bridgewater, MA 02333
Preparer
Ciro a Castaldi Jr
Phone
7818882989
Supplemental Narrative

Additional Explanations

Part IX Line 11G

“Developmentfile://taxact Total expenses - $10981.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $10981.00”

Part IX Line 11G

“Design Fees Total expenses - $77140.00 Program service expenses - $77140.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Part IX Line 11G

“Other Consultants Total expenses - $5478.00 Program service expenses - $5478.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Right-of-Use Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to related party
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Security Deposit
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0402067
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0309753
IRS990ScheduleD/TotalLiabilityAmt0411985
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt030000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Advance
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt030000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0FIRST PARISH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Controls this Org
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0First Parish in Concord
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1controls the WTLT.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt2$82,908 due to First
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt3Prish for rent and other
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt4expenses.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II A
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II A
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II A
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II A
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II A
IRS990ScheduleL/TotalBalanceDueAmt030000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing decisions are conducted through the meeting of the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees who are approved by First Parish in Concord that controls this org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees review the 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents available to the public via MA AG website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Developmentfile://taxact Total expenses - $10981.00 Program service expenses - $0.00 Mgmt and general expenses - $0.00 Fundraising expenses - $10981.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Design Fees Total expenses - $77140.00 Program service expenses - $77140.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Consultants Total expenses - $5478.00 Program service expenses - $5478.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part IX Line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01124219
IRS990/TotalAssetsEOYAmt0956131
IRS990/TotalAssetsGrp/BOYAmt01124219
IRS990/TotalAssetsGrp/EOYAmt0956131
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0225897
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010981
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt062287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186630
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0611144
IRS990/TotalLiabilitiesEOYAmt0464840
IRS990/TotalLiabilitiesGrp/BOYAmt0611144
IRS990/TotalLiabilitiesGrp/EOYAmt0464840
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0513075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0491291
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0186630
IRS990/TotalProgramServiceRevenueAmt010569
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012217
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238114
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01124219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0956131
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 Lexington Road
IRS990/USAddress/CityNm0Concord
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001742
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.wrighttavern.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum06172811198
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wright Tavern Legacy Trust
ReturnHeader/Filer/BusinessNameControlTxt0WRIG
ReturnHeader/Filer/EIN0873687449
ReturnHeader/Filer/InCareOfNm0% Thomas Wilson
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Lexington Rd
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001742
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0995122849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Castaldi CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 Stagecoach Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Bridgewater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002333
ReturnHeader/PreparerPersonGrp/PhoneNum07818882989
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CIRO A CASTALDI JR
ReturnHeader/ReturnTs02025-11-13T18:09:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$956,131
Liabilities
$464,840
Net assets
$491,291
Revenue
$238,114
Expenses
$259,898
Net income
-$21,784
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
Peer Organizations

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