Civic Intelligence

The Tacy Foundation Inc

990EZ • Fiscal year 2018 • EIN 26-3715663

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profilewww.tacyfoundation.org
18108 Metz DrGermantown, MD 20874-2346

(301) 916-1439

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

211%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$27,804

Up $18,856 (+211%) from 2017

Net Assets

Up

$27,804

Up $18,856 (+211%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Up

$33,070

Up $17,129 (+107%) from 2017

Expenses

Up

$14,730

Up $2,330 (+19%) from 2017

Net Income

Up

$18,340

Up $14,799 (+418%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$100K$50K$0Assets 2014: $4,040Net Assets 2014: $4,0402014Assets 2015: $8,372Net Assets 2015: $8,3722015Assets 2016: $6,751Net Assets 2016: $6,7512016Assets 2017: $8,948Liabilities 2017: $0Net Assets 2017: $8,9482017Assets 2018: $27,804Liabilities 2018: $0Net Assets 2018: $27,8042018Assets 2019: $43,909Liabilities 2019: $0Net Assets 2019: $43,9092019Assets 2020: $41,693Liabilities 2020: $0Net Assets 2020: $41,6932020Assets 2021: $31,631Liabilities 2021: $0Net Assets 2021: $31,6312021Assets 2022: $41,298Liabilities 2022: $0Net Assets 2022: $41,2982022Assets 2023: $29,017Liabilities 2023: $0Net Assets 2023: $29,0172023Assets 2024: $73,253Liabilities 2024: $0Net Assets 2024: $73,2532024Assets 2025: $84,034Liabilities 2025: $0Net Assets 2025: $84,0342025

Highlighted filing

2018

Assets$27,804
Liabilities$0
Net Assets$27,804
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $16,263Expenses 2014: $12,305Net Income 2014: $3,9582014Revenue 2015: $10,005Expenses 2015: $5,673Net Income 2015: $4,3322015Revenue 2016: $26,979Expenses 2016: $28,600Net Income 2016: -$1,6212016Revenue 2017: $15,941Expenses 2017: $12,400Net Income 2017: $3,5412017Revenue 2018: $33,070Expenses 2018: $14,730Net Income 2018: $18,3402018Revenue 2019: $36,345Expenses 2019: $20,240Net Income 2019: $16,1052019Revenue 2020: $20,618Expenses 2020: $22,834Net Income 2020: -$2,2162020Revenue 2021: $17,649Expenses 2021: $27,711Net Income 2021: -$10,0622021Revenue 2022: $23,922Expenses 2022: $14,255Net Income 2022: $9,6672022Revenue 2023: $13,693Expenses 2023: $25,974Net Income 2023: -$12,2812023Revenue 2024: $54,262Expenses 2024: $15,126Net Income 2024: $39,1362024Revenue 2025: $19,237Expenses 2025: $8,456Net Income 2025: $10,7812025

Highlighted filing

2018

Revenue$33,070
Expenses$14,730
Net Income$18,340
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Gross Receipts
$33,070
Mission and Program Overview

Mission

Charitable

Program Services

DescriptionGrantsExpenses
Provides music to hospitals and care facilities$18,340-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard PedersenPresidentPT$0--
Claudia ScottSecretary-$0--
Lester TacyTreasurer-$0--
Sarah WaltersBoard Member-$0--
Jon MathisBoard Member-$0--
Charlotte HollidayFounder-$0--
Filing and Contact Details

Filer

Filer Name
The Tacy Foundation Inc
EIN
26-3715663
Address
18108 Metz Dr, Germantown, MD 20874-2346

Signing Officer

Name
Lester I Tacy
Title
Treasurer
Phone
5134762474
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
1 Tax
Address
3951 North Bend Rd, Cincinnati, OH 45211
Preparer
Scott Renno Enrolled Agent
Phone
5134811829
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCD Design Services 320CD Shipping Expense 1,168CD Supplies 2,520Copyright Fees 913Insurance 325Memberships Professional Developmen 549Office Expense 62Piano Supplies Tuning Repair 718Student Volunteer Supplies 1,820Website and Software Expense 627”

Other changes in net assets or fund balances Part I line 20

“Description AmountUndistributed CDs Held In Inventory 500”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCD Inventory 2,000 2,500”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lester Tacy
IRS990EZ/BooksInCareOfDetail/PhoneNum03019161439
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08337 Northport Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045255
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06964
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025304
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033070
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018340
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0220
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08964
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027804
IRS990EZ/GrossReceiptsAmt033070
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08964
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08964
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027804
IRS990EZ/OccupancyRentUtltsAndMaintAmt05140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Pedersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Claudia Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lester Tacy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jon Mathis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Charlotte Holliday
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Founder
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02500
IRS990EZ/OtherChangesInNetAssetsAmt0500
IRS990EZ/OtherExpensesTotalAmt09022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable
IRS990EZ/PrintingPublicationsPostageAmt0348
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides music to hospitals and care facilities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018340
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014730
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033070
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tacyfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt06032
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt06032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01384
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94130
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt096726
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt06032
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt06032
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016263
IRS990ScheduleA/Total509Grp/TotalAmt0102758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016263
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCD Design Services 320CD Shipping Expense 1,168CD Supplies 2,520Copyright Fees 913Insurance 325Memberships Professional Developmen 549Office Expense 62Piano Supplies Tuning Repair 718Student Volunteer Supplies 1,820Website and Software Expense 627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUndistributed CDs Held In Inventory 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCD Inventory 2,000 2,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lester I Tacy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05134762474
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Tacy Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0TACY
ReturnHeader/Filer/EIN0263715663
ReturnHeader/Filer/USAddress/AddressLine1Txt018108 Metz Dr
ReturnHeader/Filer/USAddress/CityNm0Germantown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208742346
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId016F7FC13F32926B1FDE8F62968C9C8DFC9A67A7B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId016F7FC13F32926B1FDE8F62968C9C8DFC9A67A7B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03128552019121bthem1v
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.231.182.36
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTm011:13:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263945514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01 Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03951 North Bend Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045211
ReturnHeader/PreparerPersonGrp/PhoneNum05134811829
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Renno Enrolled Agent
ReturnHeader/ReturnTs02019-05-01T11:12:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,804
Liabilities
$0
Net assets
$27,804
Revenue
$33,070
Expenses
$14,730
Net income
$18,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.0$0.00$84.0$19.2$8.46$10.8
2024Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$54.3$15.1$39.1
2023Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$13.7$26.0$12.3
2022Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$23.9$14.3$9.67
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$17.6$27.7$10.1
2020Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$20.6$22.8$2.22
2019Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$36.3$20.2$16.1
2018Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$33.1$14.7$18.3
2017Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$15.9$12.4$3.54
2016Detailed filing. Detailed filing data is available for this year.$6.75$6.75$27.0$28.6$1.62
2015Detailed filing. Detailed filing data is available for this year.$8.37$8.37$10.0$5.67$4.33
2014Detailed filing. Detailed filing data is available for this year.$4.04$4.04$16.3$12.3$3.96