Civic Intelligence

Taly Foundation

990 • Fiscal year 2015 • EIN 46-4388168

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 24, 2016

Organization Profilewww.talyfoundation.org
665 Franklin Street Upper levelFramingham, MA 01702

(617) 870-3773

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

$186,906

No earlier filing loaded for comparison.

Net Assets

$145,289

No earlier filing loaded for comparison.

Liabilities

$41,617

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin88th percentile

Revenue

$199,218

No earlier filing loaded for comparison.

Expenses

$120,786

No earlier filing loaded for comparison.

Net Income

$78,432

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2015: $186,906Liabilities 2015: $41,617Net Assets 2015: $145,2892015Assets 2016: $136,335Liabilities 2016: $22,055Net Assets 2016: $114,2802016Assets 2017: $77,298Liabilities 2017: $29,153Net Assets 2017: $48,1452017Assets 2018: $64,873Liabilities 2018: $5,231Net Assets 2018: $59,6422018Assets 2019: $45,360Liabilities 2019: $588Net Assets 2019: $44,7722019Assets 2020: $30,413Liabilities 2020: $2,390Net Assets 2020: $28,0232020Assets 2021: $22,366Liabilities 2021: $525Net Assets 2021: $21,8412021

Highlighted filing

2015

Assets$186,906
Liabilities$41,617
Net Assets$145,289
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2015: $199,218Expenses 2015: $120,786Net Income 2015: $78,4322015Revenue 2016: $183,595Expenses 2016: $192,474Net Income 2016: -$8,8792016Revenue 2017: $238,923Expenses 2017: $327,465Net Income 2017: -$88,5422017Revenue 2018: $170,040Expenses 2018: $177,178Net Income 2018: -$7,1382018Revenue 2019: $152,589Expenses 2019: $182,065Net Income 2019: -$29,4762019Revenue 2020: $91,771Expenses 2020: $111,043Net Income 2020: -$19,2722020Revenue 2021: $74,604Expenses 2021: $90,722Net Income 2021: -$16,1182021

Highlighted filing

2015

Revenue$199,218
Expenses$120,786
Net Income$78,432
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 24, 2016
Return Version
2015v2.1
Gross Receipts
$237,784
Mission and Program Overview

Mission

Taly Foundation provides access to and improves the quality of early childhood education by providing scholarship grants to schools, educational assessments, professional development for teachers, and parent workshops.

To provide financial aid to underserved children in order to meet a variety of needs and make possible their successful participation in early childhood education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$163,095-
Intangible Assets-$9,673-
Land, Buildings, and Equipment, Net$0$7,603▲ $7,603
Cash and Non-Interest-Bearing Accounts$46,136$4,135▼ $42,001
Total Assets$46,136$186,906▲ $140,770
Other Assets Total-$2,400-
Liabilities
Accounts Payable and Accrued Expenses-$41,617-
Total Liabilities$0$41,617▲ $41,617
Net Assets / Fund Balance
Unrestricted Net Assets$46,136$145,289▲ $99,153
Total Net Assets Fund Balance$46,136$145,289▲ $99,153
Total Liabilities and Net Assets / Fund Balance$46,136$186,906▲ $140,770

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,603$224$7,827
Other Securities$163,095--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jill DixonPresident & Secretary
Archie JonesDirector
Dr James CuffDirector
Eric BloomsteinDirector
Marcelle RacineDirector
Philip DixonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,248
Program Service Revenue
$0
Investment Income
$2,970
Other Revenue
$0
All Other Contributions
$193,575
Change in Net Assets
$78,432

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$147,375Fair market value
Total Noncash Contributions2$147,375-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,675
Other Expenses$48,111
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,675--$72,675
Occupancy-$11,458-$11,458
Travel$990$3,359-$4,349
Advertising-$2,897-$2,897
Office Expenses-$2,806-$2,806
All Other Expenses$468$593-$1,061
Other Expenses$1,820$598-$598
Depreciation Depletion$276$224-$500
Fees for Services Legal-$62-$62
Total Functional Expenses$98,789$21,997$0$120,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Suburban Child LLCFramingham, MA-Scholarships$72,675
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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 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

Form 990, Part VI, Section A, line 2

“Philip Dixon and Jill Dixon are married”

Form 990, Part VI, Section B, line 11

“990 will be distributed to the board electronically. Comments and corrections will be solicited. The final 990 will be reviewed during a meeting of the board. Final approval of the 990 by the board will be solicited if a quorum is present. Majority vote of the board is necessary to approve the 990.”

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

“Each director, officer and member of a committee with board-delegated powers shall annually sign a statement, a copy of which is appended to the Conflict of Interest Policy. The statement shall affirm that such persons a) has received and carefully read the Conflcit of Interest Policy; b) understands the policy; c) had complied and will continue to comply with the terms of the policy; and d)understands that the Taly Foundation is a charitable organization, and in order to maintain its federal tax exemption, it must engage primarily in activities that accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section B, line 15

“Proposed salary is determined by the management team by looking at "comparable" salary and benefits data, such as data available from salary and benefit surveys, to learn what employers of a similar budget size that are located in the same, or similar geographic region, pay their senior leaders. Ideally, the comparison will include data from other nonnproifts of a similar mission focus. The proposed salary and "comparable" data is presented to the Board of Directors for review. Salary is then discussed and a final salary is approved by the Board of Directors at a regular meeting of the Board.”

Form 990, Part VI, Section C, line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Taly Foundation Inc
EIN
46-4388168
Phone
6178703773
Address
665 Franklin Street Upper level, Framingham, MA 01702

Signing Officer

Name
Philip Dixon
Title
Treasurer
Phone
6178703773
Signed
2016-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Dixon
Formed
2013
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
E L Mann Pc
Address
1290 Worcester Road, Framingham, MA 01702-5254
Preparer
Edward Liss Mann
Phone
5088724400
Raw XML Appendix376 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/ExplanationTxt0Philip Dixon and Jill Dixon are married
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 will be distributed to the board electronically. Comments and corrections will be solicited. The final 990 will be reviewed during a meeting of the board. Final approval of the 990 by the board will be solicited if a quorum is present. Majority vote of the board is necessary to approve the 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each director, officer and member of a committee with board-delegated powers shall annually sign a statement, a copy of which is appended to the Conflict of Interest Policy. The statement shall affirm that such persons a) has received and carefully read the Conflcit of Interest Policy; b) understands the policy; c) had complied and will continue to comply with the terms of the policy; and d)understands that the Taly Foundation is a charitable organization, and in order to maintain its federal tax exemption, it must engage primarily in activities that accomplish one or more of its tax-exempt purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Proposed salary is determined by the management team by looking at "comparable" salary and benefits data, such as data available from salary and benefit surveys, to learn what employers of a similar budget size that are located in the same, or similar geographic region, pay their senior leaders. Ideally, the comparison will include data from other nonnproifts of a similar mission focus. The proposed salary and "comparable" data is presented to the Board of Directors for review. Salary is then discussed and a final salary is approved by the Board of Directors at a regular meeting of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt046136
IRS990/TotalAssetsEOYAmt0186906
IRS990/TotalAssetsGrp/BOYAmt046136
IRS990/TotalAssetsGrp/EOYAmt0186906
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0196248
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021997
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098789
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120786
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt041617
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt041617
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0145289
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098789
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02970
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199218
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0186906
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03359
IRS990/TravelGrp/ProgramServicesAmt0990
IRS990/TravelGrp/TotalAmt04349
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt046136
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0145289
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0665 Franklin Street
IRS990/USAddress/CityNm0Framingham
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001702
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.talyfoundation.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Dixon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06178703773
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Taly Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0TALY
ReturnHeader/Filer/EIN0464388168
ReturnHeader/Filer/PhoneNum06178703773
ReturnHeader/Filer/USAddress/AddressLine1Txt0665 Franklin Street Upper level
ReturnHeader/Filer/USAddress/CityNm0Framingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043740667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E L MANN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01290 Worcester Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Framingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0017025254
ReturnHeader/PreparerPersonGrp/PhoneNum05088724400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward Liss Mann
ReturnHeader/ReturnTs02016-06-30T12:15:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,906
Liabilities
$41,617
Net assets
$145,289
Revenue
$199,218
Expenses
$120,786
Net income
$78,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.01$0.22$0.75$0.91$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$0.92$1.11$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.45$1.53$1.82$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.05$0.60$1.70$1.77$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.29$0.48$2.39$3.27$0.89
2016Summary only. Only limited summary data is available for this year.$1.36$0.22$1.14$1.84$1.92$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.42$1.45$1.99$1.21$0.78