Civic Intelligence

Bob & Margo Taylor Foundation

990PF • Fiscal year 2013 • EIN 30-0134168

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

7412 Central Business Park Drive No106B23513

(757) 857-6081

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$393,950

Up $3,121 (+0.8%) from 2012

Net Assets

Up

$393,950

Up $3,121 (+0.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$21,102

No earlier filing loaded for comparison.

Expenses

Down

$6,807

Down $7,026 (-51%) from 2012

Net Income

$14,295

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $370,122Liabilities 2010: $0Net Assets 2010: $370,1222010Assets 2011: $343,848Liabilities 2011: $0Net Assets 2011: $343,8482011Assets 2012: $390,829Liabilities 2012: $0Net Assets 2012: $390,8292012Assets 2013: $393,950Liabilities 2013: $0Net Assets 2013: $393,9502013Assets 2014: $409,055Liabilities 2014: $0Net Assets 2014: $409,0552014Assets 2015: $399,537Liabilities 2015: $0Net Assets 2015: $399,5372015Assets 2016: $398,668Liabilities 2016: $0Net Assets 2016: $398,6682016Assets 2017: $414,327Liabilities 2017: $0Net Assets 2017: $414,3272017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$393,950
Liabilities$0
Net Assets$393,950

Operations Trend

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

$500K$0-$500KExpenses 2010: $51,5562010Expenses 2011: $36,3952011Expenses 2012: $13,8332012Revenue 2013: $21,102Expenses 2013: $6,807Net Income 2013: $14,2952013Revenue 2014: $20,810Expenses 2014: $13,205Net Income 2014: $7,6052014Revenue 2015: $6,269Expenses 2015: $5,927Net Income 2015: $3422015Revenue 2016: $8,355Expenses 2016: $9,224Net Income 2016: -$8692016Revenue 2017: $31,825Expenses 2017: $16,166Net Income 2017: $15,6592017Revenue 2018: $18,794Expenses 2018: $433,121Net Income 2018: -$414,3272018

Highlighted filing

2013

Revenue$21,102
Expenses$6,807
Net Income$14,295
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT T TAYLORPresident-$0--
MARGARET D TAYLORSecretary, Treasurer-$0--
Filing and Contact Details

Filer

EIN
30-0134168
Phone
7578576081

Signing Officer

Name
Robert T Taylor
Title
President
Phone
7578576081
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
David M Chase
Phone
7576254700
Raw XML Appendix394 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0525
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0POWERSHARES DB COMMODITY - SEC 1256 CONTRACTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0217
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0525
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06807
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET D TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.074560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.027357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.081352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.118683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.128104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.017303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0420629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0384734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0418120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0416041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0369754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0464654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.372799
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0525
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0525
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0525
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT T TAYLOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine107421 CENTRAL BUSINESS PARK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine20SUITE 106B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0NORFOLK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode023513
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07578576081
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT T TAYLOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07578576081
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine107421 CENTRAL BUSINESS PARK DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine20SUITE 106B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0NORFOLK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode023513
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS ON AWARDS, BUT AS A MATTER OF LONGSTANDING POLICY, THE FOUNDATION GENERALLY LIMITS ITS GIFTS TO COMMUNITY AND GENERAL CHARITIES INCLUDING HOSPITALS, RELIGIOUS AND EDUCATIONAL ENTITIES LOCATED WITHIN VIRGINIA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DECEMBER 1
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0525
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020193
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07466
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049710
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069903
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0231749
OtherDecreasesSchedule/OtherDecreasesDetail/Amount05000
OtherDecreasesSchedule/OtherDecreasesDetail/Amount14
OtherDecreasesSchedule/OtherDecreasesDetail/Amount26796
OtherDecreasesSchedule/OtherDecreasesDetail/Amount3318
OtherDecreasesSchedule/OtherDecreasesDetail/Description0PRIOR YEAR OUTSTANDING CHECK CASHED IN CURRENT YEAR
OtherDecreasesSchedule/OtherDecreasesDetail/Description1PENALTY ON P/Y TAX UNDERPAYMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Description2TO REVERSE P/Y CORRECTION
OtherDecreasesSchedule/OtherDecreasesDetail/Description3Y/E ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE POWERSHARES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt049
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt016749
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON NATL LIFE INSUR - PERSPECTIVE L SERIES FIXED & VARIABLE ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016749
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016749
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0944
OtherIncreasesSchedule/OtherIncreasesDetail/Description0P/Y CASH NOT REPORTED ON T/B
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04279
TaxesSchedule/TaxesDetail/Amt01262
TaxesSchedule/TaxesDetail/Amt1102
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01262
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1102
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT T TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07578576081
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10BOB & MARGO TAYLOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOB&
ReturnHeader/Filer/EIN0300134168
ReturnHeader/Filer/PhoneNum07578576081
ReturnHeader/Filer/USAddress/AddressLine107412 CENTRAL BUSINESS PARK DRIVE NO
ReturnHeader/Filer/USAddress/AddressLine20106B
ReturnHeader/Filer/USAddress/City0NORFOLK
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023513
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541517420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WALL EINHORN & CHERNITZER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10555 E MAIN ST SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NORFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576254700
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M CHASE
ReturnHeader/ReturnTs02014-11-17T13:35:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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