Civic Intelligence

Bob & Margo Taylor Foundation

990PF • Fiscal year 2014 • EIN 30-0134168

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

7412 Central Business Pk Dr No 106BNorfolk, VA 23513

(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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

3.8%

Faster asset growth than 57% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-1.4%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$409,055

Up $15,105 (+3.8%) from 2013

Net Assets

Up

$409,055

Up $15,105 (+3.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$20,810

Down $292 (-1.4%) from 2013

Expenses

Up

$13,205

Up $6,398 (+94%) from 2013

Net Income

Down

$7,605

Down $6,690 (-47%) from 2013

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

2014

Assets$409,055
Liabilities$0
Net Assets$409,055

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

2014

Revenue$20,810
Expenses$13,205
Net Income$7,605
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Bob & Margo Taylor Foundation
EIN
30-0134168
Phone
7578576081
Address
7412 CENTRAL BUSINESS PK DR NO 106B, NORFOLK, VA 23513

Signing Officer

Name
Robert T Taylor
Title
President
Phone
7578576081
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Wall Einhorn & Chernitzer Pc
Address
150 W MAIN ST SUITE 1200, NORFOLK, VA 23510
Preparer
David M Chase
Phone
7576254700
Raw XML Appendix371 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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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/AddressLine1Txt07421 CENTRAL BUSINESS PARK DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 106B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd023513
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/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ASSIST IN ORGANIZATION'S GOALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OLD DOMINION UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NILD - NATIONAL INSTITUE FOR LEARNING DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TRIPLE R RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05115 HAMPTON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1801 GREENBRIER PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23531 BUNCH WALNUTS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHESAPEAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHESAPEAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223322
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt07500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07466
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02632
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028931
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047078
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049710
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE - JACKSON NATIONAL LIFE INSURANCE CO
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0236275
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06526
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON NATL LIFE INSUR - PERSPECTIVE L SERIES FIXED & VARIABLE ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06526
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06526
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHECKS OUTSTANDING AT Y/E
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03765
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03765
TaxesSchedule/TaxesDetail/Amt0593
TaxesSchedule/TaxesDetail/Amt199
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0593
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt199
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT T TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07578576081
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOB & MARGO TAYLOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOB&
ReturnHeader/Filer/EIN0300134168
ReturnHeader/Filer/PhoneNum07578576081
ReturnHeader/Filer/USAddress/AddressLine1Txt07412 CENTRAL BUSINESS PK DR NO 106B
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023513
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541517420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALL EINHORN & CHERNITZER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 W MAIN ST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576254700
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M CHASE
ReturnHeader/ReturnTs02015-11-12T12:23:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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