Civic Intelligence

The Taylor-Schale Foundation

990PF • Fiscal year 2021 • EIN 85-6727202

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 03, 2022

Organization Profile
3324 Harbor DriveSt Augustine, FL 32084

(904) 540-7420

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

99th percentile

975%

Faster asset growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

895%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,159,966

Up $1,958,966 (+975%) from 2020

Net Assets

Up

$2,159,966

Up $1,958,966 (+975%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$2,000,598

Up $1,799,598 (+895%) from 2020

Expenses

Up

$41,632

Up $41,632 from 2020

Net Income

Up

$1,958,966

Up $1,757,966 (+875%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $201,000Liabilities 2020: $1Net Assets 2020: $201,0002020Assets 2021: $2,159,966Liabilities 2021: $1Net Assets 2021: $2,159,9662021Assets 2022: $2,165,088Liabilities 2022: $1Net Assets 2022: $2,165,0882022Assets 2023: $2,126,721Liabilities 2023: $1Net Assets 2023: $2,126,7212023Assets 2024: $2,373,271Liabilities 2024: $0Net Assets 2024: $2,373,2712024

Highlighted filing

2021

Assets$2,159,966
Liabilities$1
Net Assets$2,159,966
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $201,000Expenses 2020: $0Net Income 2020: $201,0002020Revenue 2021: $2,000,598Expenses 2021: $41,632Net Income 2021: $1,958,9662021Revenue 2022: $23,414Expenses 2022: $18,292Net Income 2022: $5,1222022Revenue 2023: $53,425Expenses 2023: $91,792Net Income 2023: -$38,3672023Revenue 2024: $828,417Expenses 2024: $107,236Net Income 2024: $721,1812024

Highlighted filing

2021

Revenue$2,000,598
Expenses$41,632
Net Income$1,958,966
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph S TaylorTrustee-$0--
Judith A TaylorTrustee-$0--
Steven Patrick SchaleTrustee-$0--
Elizabeth Rae VidanaTrustee-$0--
Lisa Marie Schale-DrakeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Taylor-Schale Foundation
EIN
85-6727202
Phone
9045407420
Address
3324 Harbor Drive, St Augustine, FL 32084

Signing Officer

Name
Joseph S Taylor
Title
Trustee
Phone
9045407420
Signed
2022-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Batts Morrison Wales & Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Michele M Wales
Phone
4077706000
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Lisa Marie Schale-Drake
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The Foundation provides grants to young adults to teach them the path to make mature life decisions and practices, and become financially independent. Applications are submitted to The Taylor-Schale Foundation upon nomination by a nonprofit organization. The Foundation board reviews the grant proposal, negotiates grant terms, approves grants, and distributes grants. Contact the Foundation directly for questions regarding applications.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Taylor-Schale Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09045407420
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03324 Harbor Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0St Augustine
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032084
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Contact the Foundation directly for restrictions or limitations on awards.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Contact the Foundation directly for submission deadlines.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1"1821" Grant towards financial independence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2"1821" Grant towards financial independence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Friends of the Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Aaliyah Scott-Morton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Alejandra Garcilazo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt044 NE Morris St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1166 NE 162nd Ave Apt 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2530 Cozy Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Woodburn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297071
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0346
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016347
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016347
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030065
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016347
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016347
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0346
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Joseph S and Judith A Taylor
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03324 Harbor Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0St Augustine
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032084
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000012
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02894
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05789
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02895
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph S Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09045407420
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Taylor-Schale Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TAYL
ReturnHeader/Filer/EIN0856727202
ReturnHeader/Filer/PhoneNum09045407420
ReturnHeader/Filer/USAddress/AddressLine1Txt03324 Harbor Drive
ReturnHeader/Filer/USAddress/CityNm0St Augustine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032084
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204193611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Batts Morrison Wales & Lee PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 North Orange Avenue Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04077706000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele M Wales
ReturnHeader/ReturnTs02022-06-23T16:30:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Taylor
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,159,966
Liabilities
$1
Net assets
$2,159,966
Revenue
$2,000,598
Expenses
$41,632
Net income
$1,958,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.83$0.11$0.72
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.02$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.00$0.04$1.96
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.20$0.00$0.20