Civic Intelligence

Mary E Taylor Charitable Foundation Trust

990PF • Fiscal year 2021 • EIN 26-4714018

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 26, 2022

Organization Profile
678 4th Street NorthSt Petersburg, FL 33701-2320

(727) 821-2006

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-15%

Higher net margin than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$36,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.9%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

66%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,255,095

Down $43,332 (-1.9%) from 2020

Net Assets

Down

$2,254,977

Down $43,450 (-1.9%) from 2020

Liabilities

Up

$118

Up $118 from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin15th percentile

Revenue

Up

$275,761

Up $109,838 (+66%) from 2020

Expenses

Down

$317,972

Down $4,167 (-1.3%) from 2020

Net Income

Up

-$42,211

Up $114,005 (+73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,889,872Liabilities 2016: $0Net Assets 2016: $2,889,8722016Assets 2017: $2,712,985Liabilities 2017: $0Net Assets 2017: $2,712,9852017Assets 2018: $2,522,363Liabilities 2018: $0Net Assets 2018: $2,522,3632018Assets 2019: $2,453,780Liabilities 2019: $0Net Assets 2019: $2,453,7802019Assets 2020: $2,298,427Liabilities 2020: $0Net Assets 2020: $2,298,4272020Assets 2021: $2,255,095Liabilities 2021: $118Net Assets 2021: $2,254,9772021Assets 2022: $2,365,070Liabilities 2022: $7,000Net Assets 2022: $2,358,0702022

Highlighted filing

2021

Assets$2,255,095
Liabilities$118
Net Assets$2,254,977
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $198,293Expenses 2016: $324,879Net Income 2016: -$126,5862016Revenue 2017: $152,940Expenses 2017: $321,700Net Income 2017: -$168,7602017Revenue 2018: $150,007Expenses 2018: $334,919Net Income 2018: -$184,9122018Revenue 2019: $220,924Expenses 2019: $288,622Net Income 2019: -$67,6982019Revenue 2020: $165,923Expenses 2020: $322,139Net Income 2020: -$156,2162020Revenue 2021: $275,761Expenses 2021: $317,972Net Income 2021: -$42,2112021Revenue 2022: $429,842Expenses 2022: $323,167Net Income 2022: $106,6752022

Highlighted filing

2021

Revenue$275,761
Expenses$317,972
Net Income-$42,211
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 26, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL VAN MIDDLESWORTHDirectorPT$36,000-$36,000
GUY G VAN MIDDLESWORTHDirectorPT$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Mary E Taylor Charitable
EIN
26-4714018
Phone
7278212006
Address
678 4TH STREET NORTH, ST PETERSBURG, FL 33701-2320

Signing Officer

Name
Jill Van Middlesworth
Title
Director
Phone
7278212006
Signed
2022-02-26

Preparer

Firm
VAN MIDDLESWORTH & COMPANY PA CPA'S
Address
678 4TH ST N, SAINT PETERSBURG, FL 33701
Preparer
Guy Vanmiddlesworthcpapfs
Phone
7278212006
Raw XML AppendixShowing 400 of 925 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52020-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-21
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-34
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-22
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1250000SHS AMERICAN WATER CAPITAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1618032
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2119618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2220093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2415584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2530024
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2729355
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3215667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3322525
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3520713
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,255,095
Liabilities
$118
Net assets
$2,254,977
Revenue
$275,761
Expenses
$317,972
Net income
-$42,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.01$2.36$0.43$0.32$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.25$0.28$0.32$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.17$0.32$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.22$0.29$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.15$0.33$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15$0.32$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.20$0.32$0.13