Civic Intelligence

The Taylor Charitable Trust

990 • Fiscal year 2016 • EIN 72-6180673

Jan 01, 2016 to Dec 31, 2016

Vestavia, AL
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

34th percentile

-2.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

6.7%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,079,421

Down $66,697 (-2.1%) from 2015

Net Assets

Down

$3,079,421

Down $66,697 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$129,992

Up $8,125 (+6.7%) from 2015

Expenses

Up

$173,380

Up $18,817 (+12%) from 2015

Net Income

Down

-$43,388

Down $10,692 (-33%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,822,299Liabilities 2010: $0Net Assets 2010: $2,822,2992010Assets 2011: $2,806,556Liabilities 2011: $0Net Assets 2011: $2,806,5562011Assets 2012: $2,721,912Liabilities 2012: $0Net Assets 2012: $2,721,9122012Assets 2013: $3,040,841Liabilities 2013: $0Net Assets 2013: $3,040,8412013Assets 2014: $3,203,871Liabilities 2014: $0Net Assets 2014: $3,203,8712014Assets 2015: $3,146,118Liabilities 2015: $0Net Assets 2015: $3,146,1182015Assets 2016: $3,079,421Liabilities 2016: $0Net Assets 2016: $3,079,4212016Assets 2017: $3,239,275Liabilities 2017: $0Net Assets 2017: $3,239,2752017Assets 2018: $3,219,108Liabilities 2018: $0Net Assets 2018: $3,219,1082018Assets 2019: $2,901,935Liabilities 2019: $0Net Assets 2019: $2,901,9352019Assets 2020: $3,032,967Liabilities 2020: $0Net Assets 2020: $3,032,9672020Assets 2021: $3,253,657Liabilities 2021: $0Net Assets 2021: $3,253,6572021Assets 2022: $3,751,720Liabilities 2022: $0Net Assets 2022: $3,751,7202022Assets 2023: $3,658,883Liabilities 2023: $0Net Assets 2023: $3,658,8832023Assets 2024: $3,923,010Liabilities 2024: $0Net Assets 2024: $3,923,0102024

Highlighted filing

2016

Assets$3,079,421
Liabilities$0
Net Assets$3,079,421

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $123,2512010Expenses 2011: $385,4142011Revenue 2012: $12,817Expenses 2012: $97,461Net Income 2012: -$84,6442012Revenue 2013: $527,965Expenses 2013: $175,141Net Income 2013: $352,8242013Revenue 2014: $385,133Expenses 2014: $198,856Net Income 2014: $186,2772014Revenue 2015: $121,867Expenses 2015: $154,563Net Income 2015: -$32,6962015Revenue 2016: $129,992Expenses 2016: $173,380Net Income 2016: -$43,3882016Revenue 2017: $391,505Expenses 2017: $139,385Net Income 2017: $252,1202017Revenue 2018: $165,231Expenses 2018: $177,315Net Income 2018: -$12,0842018Revenue 2019: -$171,203Expenses 2019: $143,642Net Income 2019: -$314,8452019Revenue 2020: $247,303Expenses 2020: $116,272Net Income 2020: $131,0312020Revenue 2021: $384,574Expenses 2021: $163,884Net Income 2021: $220,6902021Revenue 2022: $753,976Expenses 2022: $256,176Net Income 2022: $497,8002022Revenue 2023: $50,880Expenses 2023: $143,887Net Income 2023: -$93,0072023Revenue 2024: $463,351Expenses 2024: $202,878Net Income 2024: $260,4732024

Highlighted filing

2016

Revenue$129,992
Expenses$173,380
Net Income-$43,388
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Mission and Program Overview

Mission

To establish a legacy of giving that makes our community and country a better place in which to live, and to encourage the development of moral, religious, intellectual and aesthetic virtues in individual human beings that will multiply, by their deeds, the potential for positive results from the distributions of this trust.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.46$0.20$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.75$0.26$0.50
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.38$0.16$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.25$0.12$0.13
2019Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.17$0.14$0.31
2018Summary only. Only limited summary data is available for this year.$3.22$0.00$3.22$0.17$0.18$0.01
2017Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$0.39$0.14$0.25
2016Summary only. Only limited summary data is available for this year.$3.08$0.00$3.08$0.13$0.17$0.04
2015Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.12$0.15$0.03
2014Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.39$0.20$0.19
2013Summary only. Only limited summary data is available for this year.$3.04$0.00$3.04$0.53$0.18$0.35
2012Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$0.01$0.10$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.00$2.82$0.12