Civic Intelligence

Taylor Community

990PF • Fiscal year 2022 • EIN 02-0222149

May 01, 2021 to Apr 30, 2022 • Filed on Sep 06, 2022

Organization Profile

View Organization Page

435 Union AvenueLaconia, NH 03246

(603) 524-5600

Siviq Scores

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

Liabilities / Assets

87th percentile

0.80x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

3.18x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

27th percentile

-2.0%

Higher net margin than 27% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$255,566

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

71st percentile

5.9%

Faster asset growth than 71% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

-4.0%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$85,135,801

Up $4,719,998 (+5.9%) from 2021

Net Assets

Down

$17,091,477

Down $2,861,337 (-14%) from 2021

Liabilities

Up

$68,044,324

Up $7,581,335 (+13%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin27th percentile

Revenue

Down

$21,418,139

Down $889,961 (-4.0%) from 2021

Expenses

Up

$21,853,086

Up $2,642,802 (+14%) from 2021

Net Income

Down

-$434,947

Down $3,532,763 (-114%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$200M$150M$100M$50M$0Assets 2011: $62,858,558Liabilities 2011: $52,397,156Net Assets 2011: $10,461,4022011Assets 2012: $59,572,575Liabilities 2012: $50,916,9202012Assets 2013: $59,043,426Liabilities 2013: $49,415,407Net Assets 2013: $9,628,0192013Assets 2014: $58,849,307Liabilities 2014: $46,928,913Net Assets 2014: $11,920,3942014Assets 2015: $56,214,717Liabilities 2015: $45,511,858Net Assets 2015: $10,702,8592015Assets 2016: $54,736,027Liabilities 2016: $45,888,041Net Assets 2016: $8,847,9862016Assets 2017: $57,396,864Liabilities 2017: $45,324,082Net Assets 2017: $12,072,7822017Assets 2018: $58,833,115Liabilities 2018: $48,364,973Net Assets 2018: $10,468,1422018Assets 2019: $62,545,738Liabilities 2019: $50,524,477Net Assets 2019: $12,021,2612019Assets 2020: $68,477,853Liabilities 2020: $56,549,108Net Assets 2020: $11,928,7452020Assets 2021: $80,415,803Liabilities 2021: $60,462,989Net Assets 2021: $19,952,8142021Assets 2022: $85,135,801Liabilities 2022: $68,044,324Net Assets 2022: $17,091,4772022Assets 2023: $109,197,933Liabilities 2023: $94,145,396Net Assets 2023: $15,052,5372023Assets 2024: $123,274,455Liabilities 2024: $110,052,962Net Assets 2024: $13,221,4932024Assets 2025: $151,945,074Liabilities 2025: $141,531,031Net Assets 2025: $10,414,0432025

Highlighted filing

2022

Assets$85,135,801
Liabilities$68,044,324
Net Assets$17,091,477
Open 2022 Filing

Operations Trend

Revenue Growth37th percentile

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

$40M$20M$0-$20MExpenses 2011: $11,345,6352011Revenue 2012: $10,136,218Expenses 2012: $10,943,599Net Income 2012: -$807,3812012Revenue 2013: $10,839,764Expenses 2013: $10,834,601Net Income 2013: $5,1632013Revenue 2014: $10,406,949Expenses 2014: $10,776,339Net Income 2014: -$369,3902014Revenue 2015: $10,706,982Expenses 2015: $11,638,127Net Income 2015: -$931,1452015Revenue 2016: $11,202,988Expenses 2016: $12,489,661Net Income 2016: -$1,286,6732016Revenue 2017: $12,561,422Expenses 2017: $13,501,457Net Income 2017: -$940,0352017Revenue 2018: $12,642,197Expenses 2018: $14,852,535Net Income 2018: -$2,210,3382018Revenue 2019: $16,562,165Expenses 2019: $15,612,854Net Income 2019: $949,3112019Revenue 2020: $17,340,652Expenses 2020: $16,751,168Net Income 2020: $589,4842020Revenue 2021: $22,308,100Expenses 2021: $19,210,284Net Income 2021: $3,097,8162021Revenue 2022: $21,418,139Expenses 2022: $21,853,086Net Income 2022: -$434,9472022Revenue 2023: $22,968,987Expenses 2023: $24,573,379Net Income 2023: -$1,604,3922023Revenue 2024: $26,931,258Expenses 2024: $30,953,585Net Income 2024: -$4,022,3272024Revenue 2025: $35,624,473Expenses 2025: $39,010,153Net Income 2025: -$3,385,6802025

Highlighted filing

2022

Revenue$21,418,139
Expenses$21,853,086
Net Income-$434,947
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 6, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL FLAHERTYCEOFT$255,174$392$255,566
EDMUND T SOUCYVP, FinanceFT$145,434$22,406$167,840
BRADFORD COOKTrustee, Secretary-$0--
MITCHELL JEANTrustee, Vice Chair-$0--
RONALD BAKER IIITrustee, Treasurer-$0--
RAYMOND CHAMBERSTrustee-$0--
DAVID LYNCHTrustee-$0--
BARBARA WOODTrustee-$0--
DAVID PEARLMANTrustee, Chair-$0--
DAVID BOOTHTrustee-$0--
SARAH LAFFEYTrustee-$0--
TRAVIS COLETrustee-$0--
H THOMAS VOLPETrustee-$0--
PATRICIA ANDERSONTrustee-$0--
ROBERT MACARTHURTrustee-$0--
D RUSSELL COOPER JRTrustee-$0--
MATT KRAUSETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Taylor Community
EIN
02-0222149
Phone
6035245600
Address
435 UNION AVENUE, LACONIA, NH 03246

Signing Officer

Name
Michael Flaherty
Title
CEO
Phone
6035245600
Signed
2022-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Nathan Wechsler & Company Pa
Address
70 COMMERCIAL STREET SUITE 401, CONCORD, NH 03301
Preparer
Oreste J Mosca CPA
Phone
6032245357
Raw XML AppendixShowing 400 of 1,316 raw XML fields

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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALTRIA GROUP INC 2.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CHEVRON CORP - 2.355%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3US BANCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CTIT GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5WELLS FARGO & CO MTN - 3.55%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6JP MORGAN CHASE - 3.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7AMERIPRISE FINL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8COMCAST CORP NEW - 3.95%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9AMERICAN INTL GROUP - 3.9%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10CITIGROUP INC 1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11QUALCOMM INC SR NT - 3.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CONOCOPHILLIPS CO - 4.15%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13IBM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14ABBOTT LABORATORIES 1.15%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15MONSANTO CO NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16STATE STREET CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17AFLAC INC - 3.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18MORGAN STANLEY 3.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19ALTRIA GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20MICROSOFT CORP - 3.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21UNITEDHEALTH GROUP INC - 3.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22ASTRAZENECA PLC 3.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23DOVER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24EXXON MOBILE CORP - 3.043%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25WELLS FARGO CO 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26DISNEY WALT CO 2.65%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27AFLAC INC - 2.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28COCA COLA CO 1.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29O'REILLY AUTOMOTIVE INC 1.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30GOOGLE INC - 3.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31GOLDMAN SACHS - 3.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32NATIONAL RETAIL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33VERIZON COMM 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34COMCAST CORP 3.15%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35JPMORGAN CHASE & CO 1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36ASTRAZENECA PLC 3.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37GOLDMAN SACHS - 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38CAPITAL ONE FINL CORP 3.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39AMERICAN ELECTRIC POWER CO. 3.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40JP MORGAN CHASE - 2.95%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41ANHEUSER-BUSCH INBEV WORLDWIDE INC 3.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42VISA INC 1.9%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43AMGEN INC 2.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44APPLE INC. 3.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45PROCTER & GAMBLE CO - 3.1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46INTEL CORP - 3.7%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47WALMART STORES INC.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48PFIZER INC. COM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm49BERKSHIRE HATHAWAY - 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50GOLDMAN SACHS GROUP INC - 4.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51AIR PRODUCTS & CHEM 1.85%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52VISA INC - 2.8%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53CME GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm54CITIGROUP INC 1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55AMGEN INC 2.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56BANK AMER CORP SR INTNOTES BE - 4.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57COMCAST CORP 2.65%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58ABBOTT LABORATORIES 1.15%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59CITIGROUP INC 3%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8O REILLY AUTOMOTIVE INC NEW COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MICRON TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11STRYKER CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CARDINAL HEALTH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173M CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTERCONTINENTAL EXCHANGE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COGNIZANT TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NEWELL BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MORGAN STANLEY COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TJX CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EXXON MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HANESBRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55POLARIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INTERPUBLIC GROUP COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HARLEY DAVIDSON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD BALANCED INDEX FUND ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TOTAL INITIAL STOCK ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SPDR NUVEEN BLOOMBERG INV GRADE FLOATING RATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FEDERATED HERMES ULTRASHORT BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD MID CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FEDERATED HERMES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES S&P MIDCAP 400 VALUE IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD SMALL CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CALVERT EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES S&P MIDCAP 400 GROWTH INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD FTSE EMERGING MARKETS

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,135,801
Liabilities
$68,044,324
Net assets
$17,091,477
Revenue
$21,418,139
Expenses
$21,853,086
Net income
-$434,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$152$142$10.4$35.6$39.0$3.39
2024Detailed filing. Detailed filing data is available for this year.$123$110$13.2$26.9$31.0$4.02
2023Detailed filing. Detailed filing data is available for this year.$109$94.1$15.1$23.0$24.6$1.60
2022Detailed filing. Detailed filing data is available for this year.$85.1$68.0$17.1$21.4$21.9$0.43
2021Detailed filing. Detailed filing data is available for this year.$80.4$60.5$20.0$22.3$19.2$3.10
2020Detailed filing. Detailed filing data is available for this year.$68.5$56.5$11.9$17.3$16.8$0.59
2019Detailed filing. Detailed filing data is available for this year.$62.5$50.5$12.0$16.6$15.6$0.95
2018Detailed filing. Detailed filing data is available for this year.$58.8$48.4$10.5$12.6$14.9$2.21
2017Detailed filing. Detailed filing data is available for this year.$57.4$45.3$12.1$12.6$13.5$0.94
2016Detailed filing. Detailed filing data is available for this year.$54.7$45.9$8.85$11.2$12.5$1.29
2015Detailed filing. Detailed filing data is available for this year.$56.2$45.5$10.7$10.7$11.6$0.93
2014Detailed filing. Detailed filing data is available for this year.$58.8$46.9$11.9$10.4$10.8$0.37
2013Detailed filing. Detailed filing data is available for this year.$59.0$49.4$9.63$10.8$10.8$0.01
2012Summary only. Only limited summary data is available for this year.$59.6$50.9$10.1$10.9$0.81
2011Detailed filing. Detailed filing data is available for this year.$62.9$52.4$10.5$11.3