Civic Intelligence

Taylor Haugen Foundation Inc

EIN 26-3300672 • 501(c)3 • Niceville, FL

Profile

The taylor haugen foundation provides support and recognition to faith-based, athletic students and community organizations through awards, scholarships and funding. The foundation serves to recognize the following attributes and character traits: christian faith, athletics, service, academics and leadership.

P O Box 5201Niceville, FL 32578

taylorhaugen.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

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

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

33%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$806,469

Up $145,167 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$806,469

Up $145,167 (+22%) from 2018

Revenue

Up

$193,449

Up $47,916 (+33%) from 2018

Expenses

Down

$102,250

Down $16,119 (-14%) from 2018

Net Income

Up

$91,199

Up $64,035 (+236%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $130,967Liabilities 2010: $0Net Assets 2010: $130,9672010Assets 2011: $146,760Liabilities 2011: $0Net Assets 2011: $146,7602011Assets 2012: $187,985Liabilities 2012: $0Net Assets 2012: $187,9852012Assets 2013: $324,907Liabilities 2013: $1,500Net Assets 2013: $323,4072013Assets 2014: $492,012Liabilities 2014: $0Net Assets 2014: $492,0122014Assets 2015: $530,410Liabilities 2015: $0Net Assets 2015: $530,4102015Assets 2016: $603,091Liabilities 2016: $0Net Assets 2016: $603,0912016Assets 2017: $693,435Liabilities 2017: $0Net Assets 2017: $693,4352017Assets 2018: $661,302Liabilities 2018: $0Net Assets 2018: $661,3022018Assets 2019: $806,469Liabilities 2019: $0Net Assets 2019: $806,4692019

Highlighted filing

2019

Assets$806,469
Liabilities$0
Net Assets$806,469

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2010: $44,926Expenses 2010: $28,126Net Income 2010: $16,8002010Expenses 2011: $28,4042011Expenses 2012: $37,9032012Revenue 2013: $199,987Expenses 2013: $66,179Net Income 2013: $133,8082013Revenue 2014: $283,701Expenses 2014: $105,948Net Income 2014: $177,7532014Revenue 2015: $119,401Expenses 2015: $60,367Net Income 2015: $59,0342015Revenue 2016: $154,656Expenses 2016: $99,379Net Income 2016: $55,2772016Revenue 2017: $137,315Expenses 2017: $83,345Net Income 2017: $53,9702017Revenue 2018: $145,533Expenses 2018: $118,369Net Income 2018: $27,1642018Revenue 2019: $193,449Expenses 2019: $102,250Net Income 2019: $91,1992019

Highlighted filing

2019

Revenue$193,449
Expenses$102,250
Net Income$91,199

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.1
Gross Receipts
$368,012
Mission and Program Overview

Mission

The taylor haugen foundation provides support and recognition to faith-based, athletic students and community organizations through awards, scholarships and funding. The foundation serves to recognize the following attributes and character traits: christian faith, athletics, service, academics and leadership.

The foundation recognizes youth leaders and promotes abdominal sport safety and protection to honor the legacy of taylor haugen.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$583,867$746,667▲ $162,800
Cash and Non-Interest-Bearing Accounts$70,479$53,710▼ $16,769
Land, Buildings, and Equipment, Net$4,161$2,543▼ $1,618
Investments Program Related$1,500$2,439▲ $939
Intangible Assets$1,295$1,110▼ $185
Total Assets$661,302$806,469▲ $145,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$655,658$796,255▲ $140,597
Net Assets With Donor Restrictions$5,644$10,214▲ $4,570
Total Net Assets Fund Balance$661,302$806,469▲ $145,167
Total Liabilities and Net Assets / Fund Balance$661,302$806,469▲ $145,167

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,543$11,702$14,245
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kellie Jo KilbergChairman
Jeff JourdanImmediate Past Chairman
Kevin BowyerPast Chair
Amy MeyerDirector
Cindy FrakesDirector
Dewey DestinDirector
Greg HillDirector
Heather JourdanDirector
Joe FagundesDirector
Brian HaugenPermanent Director
Kathy HaugenPermanent Director
Revenue and Support

Revenue Composition

Contributions and Grants
$109,840
Program Service Revenue
$22,378
Investment Income
$33,382
Other Revenue
$27,849
All Other Contributions
$109,840
Change in Net Assets
$91,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,335
Salaries, Compensation, and Employee Benefits$44,915
Total Fundraising Expense$22,066
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,379$6,175$12,925$41,479
Advertising$6,593$1,819$3,808$12,220
Grants to Domestic Individuals$10,000--$10,000
Occupancy$3,237$893$1,870$6,000
Payroll Taxes$1,854$512$1,070$3,436
Information Technology$1,251$345$723$2,319
Insurance$1,204$332$695$2,231
Depreciation Depletion-$1,807-$1,807
Other Expenses$459$126$265$850
Office Expenses$294$81$170$545
Conferences and Meetings$224$62$129$415
All Other Expenses$63$17$37$117
Total Functional Expenses$67,836$12,348$22,066$102,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,628
Fundraising Direct Expenses$30,779
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WINE TASTING: SAVOUR THE SEASON$41,743$41,743$25,260$16,483
Solaris Fundraiser$9,885$9,885$5,519$4,366
Total Events$58,628$58,628$30,779$27,849
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section A, Line 2

Directors brian and kathy haugen are married.

Form 990, Part VI, Section B, Line 11B

The board will review the form 990 at the regular board meeting before the form is filed.

Form 990, Part VI, Section C, Line 18

The organization makes its form 1023 and forms 990 available for public inspection upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Taylor Haugen Foundation Inc
EIN
26-3300672
Phone
8508370398
Address
P O BOX 5201, NICEVILLE, FL 32578

Signing Officer

Name
Kevin Bowyer
Title
Past Chairman
Phone
8508370398
Signed
2020-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Bowyer
Formed
2008
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
30

Preparer

Firm
Warren Averett LLC
Address
36474C EMERALD COAST PKWY SUITE, 3301, DESTIN, FL 32541
Preparer
Lori K Kelley CPA
Phone
8508370398
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IRS990/PayrollTaxesGrp/FundraisingAmt01070
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0512
IRS990/PayrollTaxesGrp/ProgramServicesAmt01854
IRS990/PayrollTaxesGrp/TotalAmt03436
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEVIN BOWYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0YESS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1TROPHY CLUB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17620
IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH EQUIPMENT FOR SPORTS SAFETY (YESS) PROGRAM WILL WORK TO PROVIDE AWARENESS AND POTENTIALLY PROVIDE EQUIPMENT VIA GRANT, SCHOLARSHIP, OR FACILITATION OF ACQUISITION FOR YOUTH. THE YESS PROGRAM ADDRESSES OUR DESIRE TO SUPPORT AWARENESS OF AND FACILITATE ACQUISITION FOR YOUTH SAFETY EQUIPMENT IN AN INITIALLY LIMITED SERVICE AREA AND AGE GROUP TO GAUGE THE FOUNDATIONS ABILITY TO SERVE YOUTH IN THAT CAPACITY AND PURSUANT TO OUR MISSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056935
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014758
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt069867
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06000
IRS990/PYInvestmentIncomeAmt027056
IRS990/PYOtherExpensesAmt081831
IRS990/PYOtherRevenueAmt034308
IRS990/PYProgramServiceRevenueAmt014302
IRS990/PYRevenuesLessExpensesAmt027164
IRS990/PYSalariesCompEmpBnftPaidAmt030538
IRS990/PYTotalExpensesAmt0118369
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0145533
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt091199
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07620
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0583867
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0746667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0190846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0155467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0757472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt069328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08849
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0157107
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82820
IRS990ScheduleA/PublicSupportPY170Pct00.86080
IRS990ScheduleA/PublicSupportTotal170Amt0757472
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0190846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0155467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110552
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0757472
IRS990ScheduleA/TotalSupportAmt0914579
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02543
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011702
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014245
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02543
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030779
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING: SAVOUR THE SEASON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SOLARIS FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058628
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027849
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030779
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05519
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE TUITION AND BOOKS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS BRIAN AND KATHY HAUGEN ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD WILL REVIEW THE FORM 990 AT THE REGULAR BOARD MEETING BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORM 1023 AND FORMS 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0661302
IRS990/TotalAssetsEOYAmt0806469
IRS990/TotalAssetsGrp/BOYAmt0661302
IRS990/TotalAssetsGrp/EOYAmt0806469
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0109840
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022066
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012348
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067836
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102250
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

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