Civic Intelligence

Baker & Taylor Foundation I Inc C/O Baker & Taylor Inc

990EZ • Fiscal year 2017 • EIN 26-3802930

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileFOUNDATION.SITE.BAKER-TAYLOR.COM
2550 W Tyvola Road No 300Charlotte, NC 28217

(704) 998-3100

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Net Margin

46th percentile

4.3%

Higher net margin than 46% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

0.6%

Faster asset growth than 43% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-2.4%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$415,911

Up $2,563 (+0.6%) from 2016

Net Assets

Up

$415,911

Up $2,563 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin46th percentile

Revenue

Down

$59,768

Down $1,463 (-2.4%) from 2016

Expenses

Up

$57,205

Up $3,075 (+5.7%) from 2016

Net Income

Down

$2,563

Down $4,538 (-64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2010: $199,624Liabilities 2010: $0Net Assets 2010: $199,6242010Assets 2014: $388,435Liabilities 2014: $0Net Assets 2014: $388,4352014Assets 2015: $406,947Liabilities 2015: $0Net Assets 2015: $406,9472015Assets 2016: $413,348Liabilities 2016: $0Net Assets 2016: $413,3482016Assets 2017: $415,911Liabilities 2017: $0Net Assets 2017: $415,9112017Assets 2019: $458,744Liabilities 2019: $0Net Assets 2019: $458,7442019Assets 2020: $464,969Liabilities 2020: $0Net Assets 2020: $464,9692020Assets 2021: $478,820Liabilities 2021: $0Net Assets 2021: $478,8202021

Highlighted filing

2017

Assets$415,911
Liabilities$0
Net Assets$415,911
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0Revenue 2010: $107,223Expenses 2010: $24,806Net Income 2010: $82,4172010Revenue 2014: $87,933Expenses 2014: $62,456Net Income 2014: $25,4772014Revenue 2015: $68,197Expenses 2015: $49,685Net Income 2015: $18,5122015Revenue 2016: $61,231Expenses 2016: $54,130Net Income 2016: $7,1012016Revenue 2017: $59,768Expenses 2017: $57,205Net Income 2017: $2,5632017Revenue 2019: $53,667Expenses 2019: $31,532Net Income 2019: $22,1352019Revenue 2020: $45,749Expenses 2020: $35,523Net Income 2020: $10,2262020Revenue 2021: $42,863Expenses 2021: $29,012Net Income 2021: $13,8512021

Highlighted filing

2017

Revenue$59,768
Expenses$57,205
Net Income$2,563
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$59,768
Mission and Program Overview

Mission

The foundation provides assistance to employees of baker & taylor, their families, and others in the community. Families of directors and/or officers are not eligible for funds. A scholarship has also been set up which will provide awards to recipients in amounts ranging from $100 and $5,000. The funds will be used to cover tuition fees, books and other charges billed by the college or university.

The foundation provides assistance to 34 employees of baker & taylor, their families, and others in the community. Families of directors and/or officers are not eligible for funds. A scholarship has also been set up which will provide awards to recipients in amounts ranging from $100 and $5,000. The funds will be used to cover tuition fees, books and other charges billed by the college or university.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION ASSISTED 33 EMPLOYEES WHO EXPERIENCED SOME TYPE OF CRISIS THROUGH NO FAULT OF THEIR OWN. THE FOUNDATION ALSO MATCHED FUNDS RAISED BY EMPLOYEES AND CONTRIBUTED TO 14 TAX EXEMPT ORGANIZATIONS. AS IN PRIOR YEARS, THE FOUNDATION ALSO GRANTED TWO $3,000 SCHOLARSHIPS.$57,205$57,205
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CULLYChairman-$0--
GEORGE COEFormer Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Baker & Taylor Foundation I Inc
EIN
26-3802930
Phone
7049983100
Address
2550 W TYVOLA ROAD NO 300, CHARLOTTE, NC 28217

Signing Officer

Name
David Cully
Title
Officer
Phone
7049983100
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 847.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: financial hardship assistance . Grantee name: various- 33 individuals and families. Grantee relationship: employees of the related organization and/or their families. Property description: cash. Amount given: 34,770.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships . Grantee name: 2 individuals. Grantee relationship: family members of baker & taylor employees. Property description: cash. Amount given: 6,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants to charities. Grantee name: 14 tax exempt organizations. Property description: cash. Amount given: 16,435. Total included on form 990-ez, line 10: 57,205.”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PETER CHEPUL
IRS990EZ/BooksInCareOfDetail/PhoneNum07049983154
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02550 W TYVOLA ROAD SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0413348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0415911
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt058921
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02563
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0413348
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt057205
IRS990EZ/GrossReceiptsAmt059768
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0847
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0413348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0415911
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0413348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0415911
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID CULLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE COE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION PROVIDES ASSISTANCE TO 34 EMPLOYEES OF BAKER & TAYLOR, THEIR FAMILIES, AND OTHERS IN THE COMMUNITY. FAMILIES OF DIRECTORS AND/OR OFFICERS ARE NOT ELIGIBLE FOR FUNDS. A SCHOLARSHIP HAS ALSO BEEN SET UP WHICH WILL PROVIDE AWARDS TO RECIPIENTS IN AMOUNTS RANGING FROM $100 AND $5,000. THE FUNDS WILL BE USED TO COVER TUITION FEES, BOOKS AND OTHER CHARGES BILLED BY THE COLLEGE OR UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION ASSISTED 33 EMPLOYEES WHO EXPERIENCED SOME TYPE OF CRISIS THROUGH NO FAULT OF THEIR OWN. THE FOUNDATION ALSO MATCHED FUNDS RAISED BY EMPLOYEES AND CONTRIBUTED TO 14 TAX EXEMPT ORGANIZATIONS. AS IN PRIOR YEARS, THE FOUNDATION ALSO GRANTED TWO $3,000 SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057205
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057205
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057205
IRS990EZ/TotalProgramServiceExpensesAmt057205
IRS990EZ/TotalRevenueAmt059768
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://FOUNDATION.SITE.BAKER-TAYLOR.COM/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0367101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0187
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02873
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99220
IRS990ScheduleA/PublicSupportPY170Pct00.98420
IRS990ScheduleA/PublicSupportTotal170Amt0367101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt087393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092656
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0367101
IRS990ScheduleA/TotalSupportAmt0369974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 847.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP ASSISTANCE . GRANTEE NAME: VARIOUS- 33 INDIVIDUALS AND FAMILIES. GRANTEE RELATIONSHIP: EMPLOYEES OF THE RELATED ORGANIZATION AND/OR THEIR FAMILIES. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 34,770.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS . GRANTEE NAME: 2 INDIVIDUALS. GRANTEE RELATIONSHIP: FAMILY MEMBERS OF BAKER & TAYLOR EMPLOYEES. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANTS TO CHARITIES. GRANTEE NAME: 14 TAX EXEMPT ORGANIZATIONS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 16,435. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 57,205.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CULLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049983100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKER & TAYLOR FOUNDATION I INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BAKER & TAYLOR LLC
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0263802930
ReturnHeader/Filer/PhoneNum07049983100
ReturnHeader/Filer/USAddress/AddressLine1Txt02550 W TYVOLA ROAD NO 300
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C4A73C7F70BFF54BAAC11A85090BDFB39FC8B01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.25.12.224
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:20:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02018-05-14T07:20:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$415,911
Liabilities
$0
Net assets
$415,911
Revenue
$59,768
Expenses
$57,205
Net income
$2,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.43$0.29$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.46$0.36$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.54$0.32$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.60$0.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.61$0.54$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.68$0.50$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.88$0.62$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$1.07$0.25$0.82