Civic Intelligence

Allen S Taylor Foundation

EIN 36-6195090 • San Carlos, CA

Pub. 78 Eligible
602 Cedar Street 5San Carlos, CA 94070
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

60th percentile

6.8%

Higher net margin than 60% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

57th percentile

0.5%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-88%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$311,779

Down $13,135 (-4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$311,779

Down $13,135 (-4.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin60th percentile

Revenue

Down

$9,568

Down $359 (-3.6%) from 2023

Expenses

Up

$22,703

Up $6,902 (+44%) from 2023

Net Income

Down

-$13,135

Down $7,261 (-124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2011: $212,562Liabilities 2011: $0Net Assets 2011: $212,5622011Assets 2012: $210,387Liabilities 2012: $0Net Assets 2012: $210,3872012Assets 2013: $195,610Liabilities 2013: $0Net Assets 2013: $195,6102013Assets 2014: $182,877Liabilities 2014: $0Net Assets 2014: $182,8772014Assets 2015: $184,082Liabilities 2015: $0Net Assets 2015: $184,0822015Assets 2016: $207,196Liabilities 2016: $0Net Assets 2016: $207,1962016Assets 2017: $192,522Liabilities 2017: $0Net Assets 2017: $192,5222017Assets 2018: $166,842Liabilities 2018: $0Net Assets 2018: $166,8422018Assets 2019: $158,439Liabilities 2019: $0Net Assets 2019: $158,4392019Assets 2020: $334,797Liabilities 2020: $0Net Assets 2020: $334,7972020Assets 2021: $336,587Liabilities 2021: $0Net Assets 2021: $336,5872021Assets 2022: $330,788Liabilities 2022: $0Net Assets 2022: $330,7882022Assets 2023: $324,914Liabilities 2023: $0Net Assets 2023: $324,9142023Assets 2024: $311,779Liabilities 2024: $0Net Assets 2024: $311,7792024

Highlighted filing

2024

Assets$311,779
Liabilities$0
Net Assets$311,779
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $15,7162011Expenses 2012: $15,6362012Revenue 2013: $9,535Expenses 2013: $24,312Net Income 2013: -$14,7772013Revenue 2014: $13,725Expenses 2014: $26,458Net Income 2014: -$12,7332014Revenue 2015: $23,279Expenses 2015: $22,074Net Income 2015: $1,2052015Revenue 2016: $49,371Expenses 2016: $26,257Net Income 2016: $23,1142016Revenue 2017: $11,638Expenses 2017: $26,312Net Income 2017: -$14,6742017Revenue 2018: $11,945Expenses 2018: $28,704Net Income 2018: -$16,7592018Revenue 2019: $26,773Expenses 2019: $36,306Net Income 2019: -$9,5332019Revenue 2020: $217,550Expenses 2020: $41,192Net Income 2020: $176,3582020Revenue 2021: $26,198Expenses 2021: $24,408Net Income 2021: $1,7902021Revenue 2022: $9,757Expenses 2022: $15,556Net Income 2022: -$5,7992022Revenue 2023: $9,927Expenses 2023: $15,801Net Income 2023: -$5,8742023Revenue 2024: $9,568Expenses 2024: $22,703Net Income 2024: -$13,1352024

Highlighted filing

2024

Revenue$9,568
Expenses$22,703
Net Income-$13,135
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$311,779
Liabilities
$0
Net assets
$311,779
Revenue
$9,568
Expenses
$22,703
Net income
-$13,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.10$0.23$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.10$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.26$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$2.18$0.41$1.76
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.27$0.36$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.29$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.12$0.26$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.49$0.26$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.23$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.14$0.26$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.10$0.24$0.15
2012Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy Taylor EverettPresident & CEOPT$0--
Bryan G EverettSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Allen S Taylor Foundation
EIN
36-6195090
Phone
6507877567
Address
602 CEDAR STREET 5, San Carlos, CA 94070

Signing Officer

Name
Tracy Taylor Everett
Title
President & CEO
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Fridman & Associates Inc
Address
30700 Russell Ranch Rd 250, Westlake Village, CA 91362
Preparer
Gustavo Fridman
Phone
8055918000
Raw XML Appendix347 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Tracy Taylor Everett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bryan G Everett
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Building A Solid Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ONE LIFE COUNSELING CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12Qualified Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02290 N First St 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt137 Grove Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2251 Post St 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3355 East Erie Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4633 Third Avenue 9th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5610 Elm Street Suite 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61500 MARK THOMAS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7850 TAMARACK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 989
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91829 73RD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101303 San Carlos Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112900 ROCKY POINT DRIVE OFFICE OF PH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121355 Peachtree St NE Suite 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Carlos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MONTEREY BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN CARLOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN CARLOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10San Carlos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Atlanta
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12GA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294108
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994621
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1133607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1230309
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016415
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058790
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08282
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014570
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016415
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016415
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077990
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061575
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges & Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues & Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Licenses and Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3541
TaxesSchedule/TaxesDetail/Amt0632
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Taylor Everett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLEN S TAYLOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0366195090
ReturnHeader/Filer/PhoneNum06507877567
ReturnHeader/Filer/USAddress/AddressLine1Txt0602 CEDAR STREET 5
ReturnHeader/Filer/USAddress/CityNm0San Carlos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832186782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fridman & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030700 Russell Ranch Rd 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westlake Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08055918000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gustavo Fridman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T11:14:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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