Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Down$279,962
Down $27,160 (-8.8%) from 2017
Net Assets
Down$279,962
Down $27,160 (-8.8%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue
Down$36,964
Down $2,478 (-6.3%) from 2017
Expenses
Down$22,851
Down $2,796 (-11%) from 2017
Net Income
Up$14,113
Up $318 (+2.3%) from 2017
To provide educational/athletic grants
| Description | Grants | Expenses |
|---|---|---|
| ARROYO GRANDE HIGH SCHOOL - PAYMENTS ARE MADE DIRECTLY TO THE HIGH SCHOOL FOR DISBURSEMENT TO RECIPIENTS OF GRANTS AND SCHOLARSHIPS. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN TALLEY | President | - | $0 | - | - |
| ROSEMARY TALLEY | Secretary | - | $0 | - | - |
| ROSEMARY TALLEY | Treasurer | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Run | $23,633 | $12,633 | $8,358 | $4,275 |
| Cioppino | $8,700 | $8,700 | $2,982 | $5,718 |
| Total Events | $32,333 | $21,333 | $11,340 | $9,993 |
“Description: bank of america #08342-03502. Amount: 5. Description: wells fargo advisors 8039-8741. Amount: 4,869. Description: mssb #223-034006-dividends. Amount: 4,075. Description: mssb #223-034006-capital gain dist. Amount: 548. Description: mssb #223-034006-nondividend dist. Amount: 109. Description: mssb #223-034006-interest income. Amount: 4. Total included on form 990-ez, line 4: 9,610.”
“Activity classification: educational/athletic grants. Grantee name: aghs scholarship fund. Grantee address: 495 valley road arroyo grande, ca 93420. Date of gift: 12/31/18. Amount given: 20,500.”
“Description: broker fees/charges. Amount: 1,906. Description: state fees. Amount: 25. Total to form 990-ez, line 16: 1,931.”
“Description: unrealized gain (loss) on securities. Amount: -41,273.”
“Description: securities. Beg. Of year amount: 285,785. End of year amount: 254,221.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ROSEMARY TALLEY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8054892508 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3000 BRANCH MILL RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ARROYO GRANDE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93420 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 21337 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 25741 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 15350 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 17204 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14113 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 420 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 307122 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 279962 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 21333 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 2011 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 20500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 65508 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9610 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 307122 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 279962 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 307122 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 279962 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRIAN TALLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROSEMARY TALLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROSEMARY TALLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 285785 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 254221 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -41273 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1931 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE EDUCATIONAL/ATHLETIC GRANTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ARROYO GRANDE HIGH SCHOOL - PAYMENTS ARE MADE DIRECTLY TO THE HIGH SCHOOL FOR DISBURSEMENT TO RECIPIENTS OF GRANTS AND SCHOLARSHIPS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 19215 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 11340 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 9993 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 22851 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 36964 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 15350 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 18095 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 14545 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16140 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13964 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 78094 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 9610 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11365 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7802 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7967 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7950 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 44694 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 103265 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.63600 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.64870 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 78094 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 15350 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 18095 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 14545 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16140 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13964 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 78094 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 122788 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 11000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 11000 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 11340 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CIOPPINO |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 8700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 23633 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 32333 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 8700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 12633 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 21333 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 9993 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 11340 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 2982 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 8358 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: BANK OF AMERICA #08342-03502. AMOUNT: 5. DESCRIPTION: WELLS FARGO ADVISORS 8039-8741. AMOUNT: 4,869. DESCRIPTION: MSSB #223-034006-DIVIDENDS. AMOUNT: 4,075. DESCRIPTION: MSSB #223-034006-CAPITAL GAIN DIST. AMOUNT: 548. DESCRIPTION: MSSB #223-034006-NONDIVIDEND DIST. AMOUNT: 109. DESCRIPTION: MSSB #223-034006-INTEREST INCOME. AMOUNT: 4. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,610. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: EDUCATIONAL/ATHLETIC GRANTS. GRANTEE NAME: AGHS SCHOLARSHIP FUND. GRANTEE ADDRESS: 495 VALLEY ROAD ARROYO GRANDE, CA 93420. DATE OF GIFT: 12/31/18. AMOUNT GIVEN: 20,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BROKER FEES/CHARGES. AMOUNT: 1,906. DESCRIPTION: STATE FEES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,931. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: UNREALIZED GAIN (LOSS) ON SECURITIES. AMOUNT: -41,273. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 285,785. END OF YEAR AMOUNT: 254,221. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROSEMARY TALLEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8054892508 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-03-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MARIANNE TALLEY FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MARI |
| ReturnHeader/Filer/EIN | 0 | 770349300 |
| ReturnHeader/Filer/PhoneNum | 0 | 8054892508 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 360 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ARROYO GRANDE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93421 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B478D6C6E6DA22817596DFE4EF26D9A0605DE1F2 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | C5F07DCC731B0C18C541EDB5C223F4735589FF72 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 107.1.109.174 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-03-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:18:29 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 952771270 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LAPP FATCH MYERS & GALLAGHER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2401 PROFESSIONAL PARKWAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA MARIA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93455 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059340015 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JULIE A FISCHER |
| ReturnHeader/ReturnTs | 0 | 2019-03-27T13:01:39-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.