Civic Intelligence

Stanford Taylor Foundation

EIN 87-2269834 • Huntersville, NC

400 Gilead Road PO Box 2614Huntersville, NC 28070
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$148,418

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,339,576

Up $150,045 (+4.7%) from 2023

Liabilities

Up

$16,167

Up $10,252 (+173%) from 2023

Net Assets

Up

$3,323,409

Up $139,793 (+4.4%) from 2023

Revenue

Up

$914,550

Up $221,589 (+32%) from 2023

Expenses

Up

$684,541

Up $199,234 (+41%) from 2023

Net Income

Up

$230,009

Up $22,355 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $2,359Liabilities 2021: $1Net Assets 2021: $2,3592021Assets 2022: $2,811,589Liabilities 2022: $4,966Net Assets 2022: $2,806,6232022Assets 2023: $3,189,531Liabilities 2023: $5,915Net Assets 2023: $3,183,6162023Assets 2024: $3,339,576Liabilities 2024: $16,167Net Assets 2024: $3,323,4092024

Highlighted filing

2024

Assets$3,339,576
Liabilities$16,167
Net Assets$3,323,409

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2021: $10,003Expenses 2021: $7,644Net Income 2021: $2,3592021Revenue 2022: $3,155,086Expenses 2022: $322,019Net Income 2022: $2,833,0672022Revenue 2023: $692,961Expenses 2023: $485,307Net Income 2023: $207,6542023Revenue 2024: $914,550Expenses 2024: $684,541Net Income 2024: $230,0092024

Highlighted filing

2024

Revenue$914,550
Expenses$684,541
Net Income$230,009

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDRA SPICHTIGPresidentFT$135,200$13,218$148,418
JOHN FERRARAVP And Chief Research OfficerFT$110,000$3,225$113,225
NANCY BROWERVP And General CounselPT$77,599$15,426$93,025
MARISHA K TAYLORSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Stanford Taylor Foundation
EIN
87-2269834
Phone
7046909355
Address
400 GILEAD ROAD PO BOX 2614, HUNTERSVILLE, NC 28070

Signing Officer

Name
Nancy C Brower
Title
Vice President
Phone
7043078780
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Advisors Inc
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-17944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-17909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4186610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2519307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3117091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4667619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY 7543 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY 2488 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY 2488 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY 2652 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MORGAN STANLEY 2652 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0150553
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-18113
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0230009
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt090216
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03413625
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03183616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03323409
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06870
IRS990PF/FMVAssetsEOYAmt03339576
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05915
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt016167
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt08145
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt016606
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt08145
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt08145
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02400704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01909528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01909528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0564769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01076376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01076376
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06807
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt025073
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt014825
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt018266
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt018266
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06860
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06860
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06860
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02823
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02823
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03183616
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03323409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0185767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0317578
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0317578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03189531
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03339576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03339576
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05915
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt016167
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03189531
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03339576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03183616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03323409
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03217251
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0281706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02935545
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048259
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0158450
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03168992
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03217251
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HEUNEMAN ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt091350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0IT CONSULTING AND PROGRAMMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt095 RACINE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd005468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1135200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt277599
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt113218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt215426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt33225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARISHA K TAYLOR

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