Civic Intelligence

The Paula Takacs Foundation for Sarcoma Research

EIN 27-3366677 • 501(c)3 • Weddington, NC

Profile

The paula takacs foundation for sarcoma research, a 501(c)(3) entity, was formed to raise both awareness as well as funds for sarcoma research. Because sarcomas only represent approximately 1% of adult and 15% of childhood cancers, they lack the government funding that other cancers often receive. To further complicate the situation, there are over 50 different types of sarcomas, all of which respond differently to treatment. So you take those statistics and factor in the resistance that many of these sarcoma types have to traditional cancer treatments, and you can see why private funding is so desperately needed.

109 Turtleback RidgeWeddington, NC 28104

paulatakacsfoundation.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.03x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$85,707

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

14th percentile

-19%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$1,117,863

Up $399,764 (+56%) from 2023

Liabilities

Up

$345,000

Up $343,238 (+19480%) from 2023

Net Assets

Up

$772,863

Up $56,526 (+7.9%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Up

$624,980

Up $46,333 (+8.0%) from 2023

Expenses

Up

$568,454

Up $128,425 (+29%) from 2023

Net Income

Down

$56,526

Down $82,092 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $16,113Liabilities 2011: $0Net Assets 2011: $16,1132011Assets 2012: $26,806Liabilities 2012: $0Net Assets 2012: $26,8062012Assets 2013: $25,636Liabilities 2013: $0Net Assets 2013: $25,6362013Assets 2014: $28,922Liabilities 2014: $0Net Assets 2014: $28,9222014Assets 2015: $93,962Liabilities 2015: $200Net Assets 2015: $93,7622015Assets 2016: $110,411Liabilities 2016: $102Net Assets 2016: $110,3092016Assets 2017: $174,579Liabilities 2017: $414Net Assets 2017: $174,1652017Assets 2018: $146,313Liabilities 2018: $642Net Assets 2018: $145,6712018Assets 2019: $176,986Liabilities 2019: $1,110Net Assets 2019: $175,8762019Assets 2020: $313,398Liabilities 2020: $4,750Net Assets 2020: $308,6482020Assets 2021: $350,643Liabilities 2021: $505Net Assets 2021: $350,1382021Assets 2022: $577,201Liabilities 2022: $571Net Assets 2022: $576,6302022Assets 2023: $718,099Liabilities 2023: $1,762Net Assets 2023: $716,3372023Assets 2024: $1,117,863Liabilities 2024: $345,000Net Assets 2024: $772,8632024

Highlighted filing

2024

Assets$1,117,863
Liabilities$345,000
Net Assets$772,863
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $103,456Expenses 2011: $95,060Net Income 2011: $8,3962011Revenue 2012: $120,320Expenses 2012: $109,627Net Income 2012: $10,6932012Revenue 2013: $162,701Expenses 2013: $163,871Net Income 2013: -$1,1702013Revenue 2014: $106,254Expenses 2014: $102,968Net Income 2014: $3,2862014Revenue 2015: $192,143Expenses 2015: $127,303Net Income 2015: $64,8402015Revenue 2016: $196,919Expenses 2016: $180,372Net Income 2016: $16,5472016Revenue 2017: $313,570Expenses 2017: $249,714Net Income 2017: $63,8562017Revenue 2018: $310,606Expenses 2018: $339,101Net Income 2018: -$28,4952018Revenue 2019: $384,989Expenses 2019: $354,107Net Income 2019: $30,8822019Revenue 2020: $459,186Expenses 2020: $326,414Net Income 2020: $132,7722020Revenue 2021: $369,393Expenses 2021: $327,903Net Income 2021: $41,4902021Revenue 2022: $617,474Expenses 2022: $391,068Net Income 2022: $226,4062022Revenue 2023: $578,647Expenses 2023: $440,029Net Income 2023: $138,6182023Revenue 2024: $624,980Expenses 2024: $568,454Net Income 2024: $56,5262024

Highlighted filing

2024

Revenue$624,980
Expenses$568,454
Net Income$56,526
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,117,863
Liabilities
$345,000
Net assets
$772,863
Revenue
$624,980
Expenses
$568,454
Net income
$56,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.35$0.77$0.62$0.57$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.58$0.44$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.62$0.39$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.37$0.33$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.46$0.33$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.38$0.35$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.31$0.34$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.31$0.25$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.20$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.19$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.11$0.10$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.16$0.16$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.12$0.11$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.10$0.10$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 15, 2023
Return Version
2022v4.1
Gross Receipts
$617,474
Mission and Program Overview

Mission

The mission is to raise funds for local research, amplify awareness, and accelerate the fight to end sarcoma cancers - resulting in local and global development pathway for new sarcoma treatments and increase the speed of accurate diagnoses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$350,643$577,201▲ $226,558
Total Assets$350,643$577,201▲ $226,558
Liabilities
Accounts Payable and Accrued Expenses$505$571▲ $66
Total Liabilities$505$571▲ $66
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$350,138$576,630▲ $226,492
Total Net Assets Fund Balance$350,138$576,630▲ $226,492
Total Liabilities and Net Assets / Fund Balance$350,643$577,201▲ $226,558
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan UdelsonPresident - Executive DirectoFT$50,500$50,500

Board Members and Trustees

NameTitle
Dawn WhitmoreDirector
Douglas SleeperDirector
Elizabeth RomanoDirector
Heather FranklinDirector
Heather LopaneDirector
James BarnesDirector
Joshua PattDirector
Nicole GowerDirector
Suzanne LevineDirector
Thomas ValleDirector
Ashley SmithSecretary
Lee SuggTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$617,474
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$101,690
Change in Net Assets
$226,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,000
Other Expenses$61,705
Salaries, Compensation, and Employee Benefits$54,363
Total Fundraising Expense$116
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$275,000--$275,000
Current Officers, Directors, Trustees, and Key Employees$50,500--$50,500
Fees for Services Other$31,163--$31,163
Advertising$21,981--$21,981
Office Expenses-$7,435$116$7,551
Payroll Taxes$3,863--$3,863
Fees for Services Accounting-$1,010-$1,010
Total Functional Expenses$382,507$8,445$116$391,068
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atrium Health FoundationCharlotte, NC-Sarcoma Research$275,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BakerStrong$236,631$236,631-$236,631
SarcomaStomp$230,759$230,759-$230,759
Total Events$515,784$515,784-$515,784
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“New members of the board of directors are elected by majority vote of the directors.”

Form 990 governing body review Part VI line 11

“The board of directors reviews and approves the form 990 for submission.”

Conflict of interest policy compliance Part VI line 12C

“The organization carefully monitors its conflict of interest policy (policy) by disallowing any financial benefits, either personally or professionally, by any board member or officer, related to any and all activities of the foundation. All financial transactions are monitored and reviewed during regular finance committee meetings, and by the full board during all regular board meetings, to ensure policy compliance. Procedures related to the policy are found in article iii of the policy.”

CEO executive director top management comp Part VI line 15A

“The board of directors reviews staff compensation annually. It takes into consideration performance and salary comparability.”

Other officer or key employee compensation Part VI line 15B

“There is no additional staff or employees.”

Governing documents etc available to public Part VI line 19

“The governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Paula Takacs Foundation For Sarcoma Research
EIN
27-3366677
Address
109 Turtleback Ridge, Weddington, NC 28104

Signing Officer

Name
Susan Udelson
Title
Executive Direc
Phone
7045165113
Signed
2023-03-15
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
1

Preparer

Firm
Cobb Pllc
Address
7427 Mat M Hill Rd 105-180, Charlotte, NC 28227
Preparer
J Kevin Cobb
Phone
7047099154
Supplemental Narrative

Additional Explanations

Amended return information

“1. Included Gross Receipts for two (2) events on Schedule G Part II for Sarcoma Stomp, and BakerStrong that were ommited in the original return filed.2. Included the amount of grant awarded on Schedule I in the amount of $275,000 that was omitted in the orignal filed return.”

Part IX response or note to any line in Part IX

“The organizations executive director evaluates the methods, processes and progress of the grant recipient and reports results to the board of directors.”

Raw XML AppendixShowing 400 of 411 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
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0515784
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYInvestmentIncomeAmt00
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IRS990/Desc0THE PAUL TAKACS FOUNDATION FOR SARCOMA RESEARCH, A 501c(3) TAX EXEMPT ORGANIZATION RAISES BOTH AWARENESS AND CRITICAL FUNDING FOR SARCOMA RESEARCH. SARCOMAS CURRENTLY REPRESENTS APPROXIMATELY 1% OF ADULT AND 15% OF CHILDHOOD CANCERS, AND THEREFORE LACK THE LEVEL OF GOVERNMENT FUNDING THAT OTHER MORE PREVALENT CANCERS OFTEN RECEIVE. IN ADDITION, THERE ARE 50 DIFFERENT TYPES OF SARCOMAS, ALL OF WHICH RESPOND DIFFERENTLY TO TREATMENT. WITH THESE STATISTICS, COUPLED WITH THE RESISTANCE THAT MANY SARCOMA TYPES DISPLAY TO TRADITIONAL CANCER TREATMENTS, THERE IS A PRESSING NEED FOR PRIVATE FUNDING TO SUPPORT THE EFFORT TOWARD MORE EFFECTIVE TREATMENTS FOR SARCOMAS.
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt01
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01. Included Gross Receipts for two (2) events on Schedule G Part II for Sarcoma Stomp, and BakerStrong that were ommited in the original return filed.2. Included the amount of grant awarded on Schedule I in the amount of $275,000 that was omitted in the orignal filed return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 FOR SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION CAREFULLY MONITORS ITS CONFLICT OF INTEREST POLICY (POLICY) BY DISALLOWING ANY FINANCIAL BENEFITS, EITHER PERSONALLY OR PROFESSIONALLY, BY ANY BOARD MEMBER OR OFFICER, RELATED TO ANY AND ALL ACTIVITIES OF THE FOUNDATION. ALL FINANCIAL TRANSACTIONS ARE MONITORED AND REVIEWED DURING REGULAR FINANCE COMMITTEE MEETINGS, AND BY THE FULL BOARD DURING ALL REGULAR BOARD MEETINGS, TO ENSURE POLICY COMPLIANCE. PROCEDURES RELATED TO THE POLICY ARE FOUND IN ARTICLE III OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS REVIEWS STAFF COMPENSATION ANNUALLY. IT TAKES INTO CONSIDERATION PERFORMANCE AND SALARY COMPARABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE IS NO ADDITIONAL STAFF OR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATIONS EXECUTIVE DIRECTOR EVALUATES THE METHODS, PROCESSES AND PROGRESS OF THE GRANT RECIPIENT AND REPORTS RESULTS TO THE BOARD OF DIRECTORS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IX response or note to any line in Part IX
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