Civic Intelligence

The Taylor Family Private Foundation

EIN 56-2076739 • Holly Springs, NC

313 Shorehouse WayHolly Springs, NC 27540
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

75%

Higher net margin than 84% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

9.8%

Faster asset growth than 78% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

209%

Faster revenue growth than 85% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$37,988

Up $3,396 (+9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$37,988

Up $3,396 (+9.8%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin84th percentile

Revenue

Up

$2,107

Up $1,426 (+209%) from 2023

Expenses

Down

$525

Down $2,450 (-82%) from 2023

Net Income

Up

$1,582

Up $3,876 (+169%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$60K$40K$20K$0Assets 2011: $42,005Liabilities 2011: $0Net Assets 2011: $42,0052011Assets 2012: $40,580Liabilities 2012: $0Net Assets 2012: $40,5802012Assets 2013: $39,629Liabilities 2013: $0Net Assets 2013: $39,6292013Assets 2014: $46,527Liabilities 2014: $0Net Assets 2014: $46,5272014Assets 2015: $44,987Liabilities 2015: $0Net Assets 2015: $44,9872015Assets 2016: $43,457Liabilities 2016: $0Net Assets 2016: $43,4572016Assets 2017: $45,347Liabilities 2017: $0Net Assets 2017: $45,3472017Assets 2018: $40,140Liabilities 2018: $0Net Assets 2018: $40,1402018Assets 2019: $41,397Liabilities 2019: $0Net Assets 2019: $41,3972019Assets 2020: $38,933Liabilities 2020: $0Net Assets 2020: $38,9332020Assets 2021: $41,805Liabilities 2021: $0Net Assets 2021: $41,8052021Assets 2022: $33,620Liabilities 2022: $0Net Assets 2022: $33,6202022Assets 2023: $34,592Liabilities 2023: $0Net Assets 2023: $34,5922023Assets 2024: $37,988Liabilities 2024: $0Net Assets 2024: $37,9882024

Highlighted filing

2024

Assets$37,988
Liabilities$0
Net Assets$37,988
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2011: $2,6572011Expenses 2012: $2,1022012Revenue 2013: $499Expenses 2013: $1,450Net Income 2013: -$9512013Revenue 2014: $1,103Expenses 2014: $350Net Income 2014: $7532014Revenue 2015: $710Expenses 2015: $2,250Net Income 2015: -$1,5402015Revenue 2016: $1,000Expenses 2016: $2,530Net Income 2016: -$1,5302016Revenue 2017: $4,565Expenses 2017: $2,675Net Income 2017: $1,8902017Revenue 2018: $1,094Expenses 2018: $2,970Net Income 2018: -$1,8762018Revenue 2019: $4,022Expenses 2019: $3,049Net Income 2019: $9732019Revenue 2020: $1,021Expenses 2020: $2,759Net Income 2020: -$1,7382020Revenue 2021: $1,995Expenses 2021: $2,319Net Income 2021: -$3242021Revenue 2022: $1,431Expenses 2022: $2,877Net Income 2022: -$1,4462022Revenue 2023: $681Expenses 2023: $2,975Net Income 2023: -$2,2942023Revenue 2024: $2,107Expenses 2024: $525Net Income 2024: $1,5822024

Highlighted filing

2024

Revenue$2,107
Expenses$525
Net Income$1,582
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$37,988
Liabilities
$0
Net assets
$37,988
Revenue
$2,107
Expenses
$525
Net income
$1,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$2.11$0.53$1.58
2023Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$0.68$2.98$2.29
2022Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$1.43$2.88$1.45
2021Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$2.00$2.32$0.32
2020Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$1.02$2.76$1.74
2019Detailed filing. Detailed filing data is available for this year.$41.4$0.00$41.4$4.02$3.05$0.97
2018Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$1.09$2.97$1.88
2017Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$4.57$2.68$1.89
2016Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$1.00$2.53$1.53
2015Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$0.71$2.25$1.54
2014Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$1.10$0.35$0.75
2013Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$0.50$1.45$0.95
2012Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$2.10
2011Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$2.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert W Taylor JrManager-$0--
Filing and Contact Details

Filer

Filer Name
The Taylor Family Private Foundation
EIN
56-2076739
In Care Of
% Robert W Taylor
Phone
9193877273
Address
313 Shorehouse Way, Holly Springs, NC 27540

Signing Officer

Name
Robert W Taylor
Title
Manager
Phone
9193877273
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert P Davis CPA PC
Address
4109 Wake Forest Rd Suite 210, Raleigh, NC 27609
Preparer
Robert Davis CPA
Phone
9198511200
Raw XML Appendix178 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum09193877273
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ReturnHeader/Filer/EIN0562076739
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DAVIS CPA
ReturnHeader/ReturnTs02025-10-15T20:40:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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