Civic Intelligence

R J Taylor Jr Fdn Ua Co Tr

EIN 58-6092891 • 501(c)3 • Orlando, FL

Profile

To secure information of a genealogical nature from public and private records and to provide for the preservation and publication

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$27,912

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,523,329

Up $591,617 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,523,329

Up $591,617 (+20%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin13th percentile

Revenue

Up

$755,414

Up $677,696 (+872%) from 2023

Expenses

Down

$165,713

Down $891 (-0.5%) from 2023

Net Income

Up

$589,701

Up $678,587 (+763%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,561,473Liabilities 2011: $0Net Assets 2011: $2,561,4732011Assets 2012: $2,799,317Liabilities 2012: $0Net Assets 2012: $2,799,3172012Assets 2013: $2,805,557Liabilities 2013: $0Net Assets 2013: $2,805,5572013Assets 2014: $2,954,484Liabilities 2014: $0Net Assets 2014: $2,954,4842014Assets 2015: $2,898,003Liabilities 2015: $0Net Assets 2015: $2,898,0032015Assets 2016: $2,803,432Liabilities 2016: $0Net Assets 2016: $2,803,4322016Assets 2017: $2,779,917Liabilities 2017: $0Net Assets 2017: $2,779,9172017Assets 2018: $2,981,708Liabilities 2018: $0Net Assets 2018: $2,981,7082018Assets 2019: $3,102,903Liabilities 2019: $0Net Assets 2019: $3,102,9032019Assets 2020: $3,098,533Liabilities 2020: $0Net Assets 2020: $3,098,5332020Assets 2021: $3,183,101Liabilities 2021: $0Net Assets 2021: $3,183,1012021Assets 2022: $3,020,687Liabilities 2022: $0Net Assets 2022: $3,020,6872022Assets 2023: $2,931,712Liabilities 2023: $0Net Assets 2023: $2,931,7122023Assets 2024: $3,523,329Liabilities 2024: $0Net Assets 2024: $3,523,3292024

Highlighted filing

2024

Assets$3,523,329
Liabilities$0
Net Assets$3,523,329
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $176,6952011Revenue 2012: $360,209Expenses 2012: $118,012Net Income 2012: $242,1972012Revenue 2013: $162,801Expenses 2013: $161,946Net Income 2013: $8552013Revenue 2014: $253,270Expenses 2014: $102,050Net Income 2014: $151,2202014Revenue 2015: $80,248Expenses 2015: $136,702Net Income 2015: -$56,4542015Revenue 2016: $72,349Expenses 2016: $166,180Net Income 2016: -$93,8312016Revenue 2017: $117,114Expenses 2017: $169,695Net Income 2017: -$52,5812017Revenue 2018: $371,094Expenses 2018: $177,391Net Income 2018: $193,7032018Revenue 2019: $266,665Expenses 2019: $135,247Net Income 2019: $131,4182019Revenue 2020: $190,640Expenses 2020: $196,435Net Income 2020: -$5,7952020Revenue 2021: $235,970Expenses 2021: $151,300Net Income 2021: $84,6702021Revenue 2022: $52,435Expenses 2022: $214,148Net Income 2022: -$161,7132022Revenue 2023: $77,718Expenses 2023: $166,604Net Income 2023: -$88,8862023Revenue 2024: $755,414Expenses 2024: $165,713Net Income 2024: $589,7012024

Highlighted filing

2024

Revenue$755,414
Expenses$165,713
Net Income$589,701
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,523,329
Liabilities
$0
Net assets
$3,523,329
Revenue
$755,414
Expenses
$165,713
Net income
$589,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.76$0.17$0.59
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.08$0.17$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.05$0.21$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.24$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.19$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.27$0.14$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.37$0.18$0.19
2017Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.12$0.17$0.05
2016Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$0.07$0.17$0.09
2015Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.08$0.14$0.06
2014Summary only. Only limited summary data is available for this year.$2.95$0.00$2.95$0.25$0.10$0.15
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.16$0.16$0.00
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$0.36$0.12$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 19, 2025
Return Version
2024v5.1
Gross Receipts
$4,097,123
Mission and Program Overview

Mission

To secure information of a genealogical nature from public and private records and to provide for the preservation and publication

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,931,712$3,523,329▲ $591,617
Investments in Publicly Traded Securities$2,642,191$3,453,376▲ $811,185
Savings and Temporary Cash Investments$289,521$49,911▼ $239,610
Cash and Non-Interest-Bearing Accounts-$20,042-
Total Assets$2,931,712$3,523,329▲ $591,617
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,931,712$3,523,329▲ $591,617
Total Liabilities and Net Assets / Fund Balance$2,931,712$3,523,329▲ $591,617
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
-Trustee$25,703$25,703
Chris DavidsonCo-trustee$200$200
Larry W ThomasCo-trustee$200$200
Tamika StrongCo-trustee$200$200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$755,414
Other Revenue
$0
Change in Net Assets
$589,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,150
Salaries, Compensation, and Employee Benefits$26,304
Other Expenses$4,259
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,150--$135,150
Current Officers, Directors, Trustees, and Key Employees$13,152$13,152-$26,304
Fees for Services Accounting-$1,500-$1,500
Fees for Services Other-$840-$840
Other Expenses-$200-$200
Total Functional Expenses$148,302$17,411$0$165,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Georgia Genealogical SocietyAtlanta, GA501(c)(3)Program Support$135,150
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 17

“Trust is not required to file a copy of the form 990 with any state”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Electronic copy of the return is available to the trustee prior to filing”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
R J Taylor Jr Fdn Ua Co Tr
EIN
58-6092891
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2025-04-19
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
Ga
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 of $1,761, recovery of 2020-2024 co-trustee fees of $1,000 and 2024 transactions posted in 2025 of ($843) and rounding of ($2).”

Raw XML Appendix349 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/FormationYr01971
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IRS990/GoverningBodyVotingMembersCnt04
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0135150
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04013005
IRS990/GrossReceiptsAmt04097123
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IRS990/InvestmentIncomeGrp/ExclusionAmt084118
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084118
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02642191
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03453376
IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03341709
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTRONIC COPY OF THE RETURN IS AVAILABLE TO THE TRUSTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32023 TRANSACTIONS POSTED IN 2024 OF $1,761, RECOVERY OF 2020-2024 CO-TRUSTEE FEES OF $1,000 AND 2024 TRANSACTIONS POSTED IN 2025 OF ($843) AND ROUNDING OF ($2).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION C, LINE 17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0165713
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IRS990/TotalRevenueGrp/ExclusionAmt0755414
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0755414
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02931712
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03523329
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd0328919798
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08042737445
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R J TAYLOR JR FDN UA CO TR
ReturnHeader/Filer/BusinessNameControlTxt0TAYL
ReturnHeader/Filer/EIN0586092891
ReturnHeader/Filer/PhoneNum08042737445
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-04-22T11:01:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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