Civic Intelligence

The Taggart Family Foundation Inc

EIN 33-2324500 • 501(c)3 • Land O Lakes, FL

Profile

The taggart family foundation purpose is to empower and uplift underserved youth by providing access to transformative opportunities in the field of sports, education, workforce development, and personal growth. Through mentorship, career readiness programs, and exposure to diverse experiences- including college tours, stem initiatives, and cultual travel- the foundation seeks to cultivate well-rounded individuals capable of successding academically, professionally and personally.

16703 Early Riser Ave 273Land O Lakes, FL 34638

www.taggartfamilyfoundation.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

$150,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$150,000

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin99th percentile

Revenue

$150,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$150,000

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2024: $150,000Liabilities 2024: $0Net Assets 2024: $150,0002024

Highlighted filing

2024

Assets$150,000
Liabilities$0
Net Assets$150,000
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $150,000Expenses 2024: $0Net Income 2024: $150,0002024

Highlighted filing

2024

Revenue$150,000
Expenses$0
Net Income$150,000
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,000
Liabilities
$0
Net assets
$150,000
Revenue
$150,000
Expenses
$0
Net income
$150,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.50$0.00$1.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 10, 2024 to Dec 31, 2024
Signed
Jan 28, 2026
Return Version
2024v5.5
Gross Receipts
$150,000
Mission and Program Overview

Mission

The taggart family foundation purpose is to empower and uplift underserved youth by providing access to transformative opportunities in the field of sports, education, workforce development, and personal growth. Through mentorship, career readiness programs, and exposure to diverse experiences- including college tours, stem initiatives, and cultual travel- the foundation seeks to cultivate well-rounded individuals capable of successding academically, professionally and personally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$150,000-
Rtn Earn Endowment Incm Other Fnds$0$150,000▲ $150,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$150,000▲ $150,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$150,000▲ $150,000
Total Liabilities and Net Assets / Fund Balance$0$150,000▲ $150,000
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Willie TaggartPresident/chairman
Revenue and Support

Revenue Composition

Contributions and Grants
$150,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$150,000
Change in Net Assets
$150,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Initial draft is reviewed by ceo, cfo and finance committee. When the draft is approved by the finance committee, it is then presented to the board of directors with each board member receiving a copy. The board votes to approve the final draft of the 990, the vote is recorded in the meeting minutes and the return is signed and filed”

Form 990, Part VI, Section B, Line 12C

“All employees and board members are covered under the policy. All reports of possible conflicts of interest are promptly submitted to human resources department and the cro. The cro will charge the appropriate management officials with the responsibility for investigating the activity or determining fault or corrective measures, if applicable.”

Form 990, Part VI, Section C, Line 19

“The taggart family foundation makes its governing documents, conflicts of interest policy and financial statements available to the public upon request. In addition, the conflicts of interest policy and the financial statement are posted on the agencies website for public viewing.”

Filing and Contact Details

Filer

Filer Name
The Taggart Family Foundation Inc
EIN
33-2324500
Phone
8135454131
Address
16703 EARLY RISER AVE 273, LAND O LAKES, FL 34638

Signing Officer

Name
Khayla Dorsey
Title
Executive Director
Phone
4437996111
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Khayla Dorsey
Formed
2024
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cri Advisors LLC
Address
1001 3RD AVENUE W STE 500, BRADENTON, FL 34205
Preparer
Byron E Shinn
Phone
9417470500
Raw XML Appendix235 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL EMPLOYEES AND BOARD MEMBERS ARE COVERED UNDER THE POLICY. ALL REPORTS OF POSSIBLE CONFLICTS OF INTEREST ARE PROMPTLY SUBMITTED TO HUMAN RESOURCES DEPARTMENT AND THE CRO. THE CRO WILL CHARGE THE APPROPRIATE MANAGEMENT OFFICIALS WITH THE RESPONSIBILITY FOR INVESTIGATING THE ACTIVITY OR DETERMINING FAULT OR CORRECTIVE MEASURES, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAGGART FAMILY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE CONFLICTS OF INTEREST POLICY AND THE FINANCIAL STATEMENT ARE POSTED ON THE AGENCIES WEBSITE FOR PUBLIC VIEWING.
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