Civic Intelligence

Sally Smith Taylor Charitable Trust

990PF • Fiscal year 2022 • EIN 20-3827822

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 01, 2023

Organization Profile

Refreshing map…

324 Vanderbilt RoadBiltmore Forest, NC 28803-2947

(828) 450-6843

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Asset Growth

66th percentile

0.0%

Faster asset growth than 66% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

50%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Flat

$43,198

Flat from 2022

Net Assets

$43,198

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin97th percentile

Revenue

Flat

$6

Flat from 2022

Expenses

Flat

$0

Flat from 2022

Net Income

Flat

$6

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$80K$60K$40K$20K$0Assets 2011: $69,673Liabilities 2011: $02011Assets 2012: $67,583Liabilities 2012: $02012Assets 2013: $59,839Liabilities 2013: $02013Assets 2014: $58,865Liabilities 2014: $02014Assets 2015: $56,883Liabilities 2015: $02015Assets 2019: $43,180Liabilities 2019: $02019Assets 2020: $43,180Liabilities 2020: $0Net Assets 2020: $43,1802020Assets 2021: $43,192Liabilities 2021: $0Net Assets 2021: $43,1922021Assets 2022: $43,198Liabilities 2022: $0Net Assets 2022: $43,1982022Assets 2022: $43,198Liabilities 2022: $12022

Highlighted filing

2022

Assets$43,198
Liabilities$0
Net Assets$43,198
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: -$12,395Expenses 2011: $4,004Net Income 2011: -$16,3992011Revenue 2012: -$531Expenses 2012: $1,306Net Income 2012: -$1,8372012Revenue 2013: $2,216Expenses 2013: $10,213Net Income 2013: -$7,9972013Revenue 2014: $26Expenses 2014: $1,000Net Income 2014: -$9742014Revenue 2015: $18Expenses 2015: $2,000Net Income 2015: -$1,9822015Revenue 2019: $22Expenses 2019: $500Net Income 2019: -$4782019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $4Expenses 2021: $0Net Income 2021: $42021Revenue 2022: $6Expenses 2022: $0Net Income 2022: $62022Revenue 2022: $6Expenses 2022: $0Net Income 2022: $62022

Highlighted filing

2022

Revenue$6
Expenses$0
Net Income$6
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY E TAYLORTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Sally Smith Taylor Trust
EIN
20-3827822
Phone
8284506843
Address
324 VANDERBILT ROAD, BILTMORE FOREST, NC 28803-2947

Signing Officer

Name
Sherry E Taylor
Title
Trustee
Phone
8284506843
Signed
2023-09-01

Preparer

Preparer
Sheryl a Schlegelmilch Ea
Raw XML Appendix166 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt043194
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0648
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02127
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042546
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043194
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERRY E TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0324 VANDERBILT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BILTMORE FOREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHERRY E TAYLOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0324 VANDERBILT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BILTMORE FOREST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0288032947
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08284506843
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE IN LETTER FORM. IT SHOULD CONTAIN THE APPLICANT'S NAME, NAME OF COLLEGE ATTENDED, SSN AND GPA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHERRY TAYLOR TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08284506843
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0324 VANDERBILT RD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028803
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS MUST HAVE A MINIMUM OF A 2.0 GPA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02127
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0287
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01741
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03868
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY E TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08284506843
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SALLY SMITH TAYLOR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SALL
ReturnHeader/Filer/EIN0203827822
ReturnHeader/Filer/PhoneNum08284506843
ReturnHeader/Filer/USAddress/AddressLine1Txt0324 VANDERBILT ROAD
ReturnHeader/Filer/USAddress/CityNm0BILTMORE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0288032947
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERYL A SCHLEGELMILCH EA
ReturnHeader/ReturnTs02023-06-21T09:46:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRY E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$43,198
Liabilities
$0
Net assets
$43,198
Revenue
$6
Expenses
$0
Net income
$6
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$0.01$0.00$0.01
2022Summary only. Only limited summary data is available for this year.$43.2$0.00$0.01$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$43.2$0.00$0.02$0.50$0.48
2015Summary only. Only limited summary data is available for this year.$56.9$0.00$0.02$2.00$1.98
2014Summary only. Only limited summary data is available for this year.$58.9$0.00$0.03$1.00$0.97
2013Summary only. Only limited summary data is available for this year.$59.8$0.00$2.22$10.2$8.00
2012Summary only. Only limited summary data is available for this year.$67.6$0.00$0.53$1.31$1.84
2011Summary only. Only limited summary data is available for this year.$69.7$0.00$12.4$4.00$16.4