Civic Intelligence

Drew Michael Taylor Foundation

990 • Fiscal year 2017 • EIN 20-5357530

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

7 South Earl StreetShippensburg, PA 17257

(717) 532-8922

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$722,062

Up $121,902 (+20%) from 2016

Net Assets

Up

$720,873

Up $120,716 (+20%) from 2016

Liabilities

Up

$1,189

Up $1,186 (+39533%) from 2016

Revenue

Up

$126,895

Up $45,850 (+57%) from 2016

Expenses

Up

$41,112

Up $7,429 (+22%) from 2016

Net Income

Up

$85,783

Up $38,421 (+81%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $276,388Liabilities 2010: $0Net Assets 2010: $276,3882010Assets 2011: $291,717Liabilities 2011: $0Net Assets 2011: $291,7172011Assets 2012: $354,303Liabilities 2012: $0Net Assets 2012: $354,3032012Assets 2013: $470,775Liabilities 2013: $0Net Assets 2013: $470,7752013Assets 2014: $529,304Liabilities 2014: $114Net Assets 2014: $529,1902014Assets 2015: $536,683Liabilities 2015: $20Net Assets 2015: $536,6632015Assets 2016: $600,160Liabilities 2016: $3Net Assets 2016: $600,1572016Assets 2017: $722,062Liabilities 2017: $1,189Net Assets 2017: $720,8732017Assets 2018: $684,620Liabilities 2018: $1,423Net Assets 2018: $683,1972018Assets 2019: $814,347Liabilities 2019: $4,322Net Assets 2019: $810,0252019Assets 2020: $879,681Liabilities 2020: $837Net Assets 2020: $878,8442020Assets 2021: $973,854Liabilities 2021: $998Net Assets 2021: $972,8562021Assets 2022: $876,726Liabilities 2022: $2,546Net Assets 2022: $874,1802022Assets 2023: $944,104Liabilities 2023: $1,619Net Assets 2023: $942,4852023Assets 2024: $1,028,912Liabilities 2024: $3,102Net Assets 2024: $1,025,8102024

Highlighted filing

2017

Assets$722,062
Liabilities$1,189
Net Assets$720,873

Operations Trend

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

$150K$100K$50K$0Revenue 2010: $61,659Expenses 2010: $18,358Net Income 2010: $43,3012010Revenue 2011: $60,102Expenses 2011: $21,254Net Income 2011: $38,8482011Revenue 2012: $67,333Expenses 2012: $23,246Net Income 2012: $44,0872012Revenue 2013: $115,226Expenses 2013: $27,732Net Income 2013: $87,4942013Revenue 2014: $108,713Expenses 2014: $40,096Net Income 2014: $68,6172014Revenue 2015: $74,264Expenses 2015: $42,837Net Income 2015: $31,4272015Revenue 2016: $81,045Expenses 2016: $33,683Net Income 2016: $47,3622016Revenue 2017: $126,895Expenses 2017: $41,112Net Income 2017: $85,7832017Revenue 2018: $121,525Expenses 2018: $57,682Net Income 2018: $63,8432018Revenue 2019: $96,001Expenses 2019: $65,739Net Income 2019: $30,2622019Revenue 2020: $107,620Expenses 2020: $55,789Net Income 2020: $51,8312020Revenue 2021: $141,341Expenses 2021: $52,777Net Income 2021: $88,5642021Revenue 2022: $88,103Expenses 2022: $62,558Net Income 2022: $25,5452022Revenue 2023: $98,101Expenses 2023: $72,140Net Income 2023: $25,9612023Revenue 2024: $127,764Expenses 2024: $64,352Net Income 2024: $63,4122024

Highlighted filing

2017

Revenue$126,895
Expenses$41,112
Net Income$85,783
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Gross Receipts
$136,183
Mission and Program Overview

Mission

To provide educational opportunities and grief and loss support programs for children, teens and their families.

Provide grief education and support programs for individuals and families who are grieving the death of a loved one.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$580,552$687,107▲ $106,555
Cash and Non-Interest-Bearing Accounts$19,608$26,067▲ $6,459
Land, Buildings, and Equipment, Net-$8,888-
Total Assets$600,160$722,062▲ $121,902
Liabilities
Other Liabilities$3$1,189▲ $1,186
Total Liabilities$3$1,189▲ $1,186
Net Assets / Fund Balance
Unrestricted Net Assets$600,157$720,873▲ $120,716
Total Net Assets Fund Balance$600,157$720,873▲ $120,716
Total Liabilities and Net Assets / Fund Balance$600,160$722,062▲ $121,902

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,527$593$7,120
Equipment$1,434$84$1,518
Other Land Buildings$927$84$1,011
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$60,023
Program Service Revenue
$0
Investment Income
$54,667
Other Revenue
$12,205
All Other Contributions
$60,023
Change in Net Assets
$85,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,560
Grants and Similar Amounts Paid$13,159
Salaries, Compensation, and Employee Benefits$2,393
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Occupancy$9,408--$9,408
Fees for Service Investment Mgmnt Fees-$5,705-$5,705
Grants to Domestic Individuals$3,159--$3,159
Conferences and Meetings-$2,858-$2,858
Fees for Services Accounting-$2,135-$2,135
Other Salaries and Wages-$2,130-$2,130
Office Expenses-$2,104-$2,104
Depreciation Depletion$677$84-$761
Insurance-$478-$478
Payroll Taxes-$263-$263
Fees for Services Other-$223-$223
Other Expenses$35$496-$35
Advertising-$8-$8
Total Functional Expenses$24,628$16,484$0$41,112
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shippensburg University FoundationShippensburg, PA501c3-$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,493
Fundraising Direct Expenses$9,288
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournment$13,079$13,079-$13,079
Dinner$5,183$5,183$104$5,079
Total Events$18,262$18,262$7,800$10,462
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital One Credit Card$822
Payroll Withholdings$367
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Randy taylor marcie taylor president vice - pres. Husband and wife dan turner janet turner member treasurer husband and wife

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

The form 990 is reviewed by the organizations treasurer prior to filing.

Form 990, Page 6, Part VI, Line 19

The form 990 and organizing documents can be obtained by contacting the foundation.

Filing and Contact Details

Filer

Filer Name
Drew Michael Taylor Foundation
EIN
20-5357530
Phone
7175328922
Address
7 SOUTH EARL STREET, SHIPPENSBURG, PA 17257

Signing Officer

Name
Janet Turner
Title
Treasurer
Phone
7175328922
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Taylor
Formed
2006
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
14
Employees
1

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
19 BROOKWOOD AVE STE 101, CARLISLE, PA 17015
Preparer
Gregory P Hall CPA
Phone
7172439104
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0263
IRS990/PayrollTaxesGrp/TotalAmt0263
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RANDY TAYLOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt059977
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt013192
IRS990/PYInvestmentIncomeAmt019681
IRS990/PYOtherExpensesAmt017158
IRS990/PYOtherRevenueAmt01387
IRS990/PYRevenuesLessExpensesAmt047362
IRS990/PYSalariesCompEmpBnftPaidAmt03333
IRS990/PYTotalExpensesAmt033683
IRS990/PYTotalRevenueAmt081045
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt085783
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0289382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013597
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07245
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049796
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85320
IRS990ScheduleA/PublicSupportPY170Pct00.86230
IRS990ScheduleA/PublicSupportTotal170Amt0289382
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073143
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0289382
IRS990ScheduleA/TotalSupportAmt0339178
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01434
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01518
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06527
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0593
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07120
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0927
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt084
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01011
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0822
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1367
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL ONE CREDIT CARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL WITHHOLDINGS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08888
IRS990ScheduleD/TotalLiabilityAmt01189
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02152
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018262
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010462
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01176
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01176
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0104
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04368
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04368
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHIPPENSBURG UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01871 OLD MAIN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHIPPENSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017257
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RANDY TAYLOR MARCIE TAYLOR PRESIDENT VICE - PRES. HUSBAND AND WIFE DAN TURNER JANET TURNER MEMBER TREASURER HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE ORGANIZATIONS TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 AND ORGANIZING DOCUMENTS CAN BE OBTAINED BY CONTACTING THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0600160
IRS990/TotalAssetsEOYAmt0722062
IRS990/TotalAssetsGrp/BOYAmt0600160
IRS990/TotalAssetsGrp/EOYAmt0722062
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt060023
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024628
IRS990/TotalFunctionalExpensesGrp/TotalAmt041112
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03
IRS990/TotalLiabilitiesEOYAmt01189
IRS990/TotalLiabilitiesGrp/BOYAmt03
IRS990/TotalLiabilitiesGrp/EOYAmt01189
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0600157
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0720873
IRS990/TotalProgramServiceExpensesAmt024368
IRS990/TotalRevenueGrp/ExclusionAmt066872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126895
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0600160
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0722062
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13$0.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.87$0.09$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14$0.05$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.11$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.10$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.12$0.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.13$0.04$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.08$0.03$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.07$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.11$0.04$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.12$0.03$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.07$0.02$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.06$0.02$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.06$0.02$0.04