The R Jean and James D Taylor Foundation

990PF • Fiscal year 2013 • EIN 94-3328774

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 14, 2014

Organization Profile

484 Diablo Road94526

(925) 837-0912

Siviq Scores

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

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-149%

Higher net margin than 5% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

-5.3%

Faster asset growth than 33% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

-43%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$277,077

Down $15,559 (-5.3%) from 2012

Net Assets

Down

$277,077

Down $15,559 (-5.3%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin5th percentile

Revenue

$13,828

No earlier filing loaded for comparison.

Expenses

Down

$34,387

Down $7,116 (-17%) from 2012

Net Income

-$20,559

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2013

Assets$277,077

Liabilities$1

Net Assets$277,077

Open 2013 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2013

Revenue$13,828

Expenses$34,387

Net Income-$20,559

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Mar 14, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
R JEAN TAYLOR	President	-	$0	-	-
DAVID J TAYLOR	Secretary/Treasurer	-	$0	-	-

Filing and Contact Details

Filer

EIN: 94-3328774
Phone: 9258370912

Signing Officer

Name: R Jean Taylor
Title: President
Phone: 9258370912
Signed: 2014-03-14
Discuss with paid preparer: Yes

Preparer

Preparer: David Kuhner
Phone: 4156923900

Raw XML Appendix325 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	142
AccountingFeesSchedule/AccountingFeesDetail/Amt	1	1055
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	BOOKKEEPING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	1	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	1	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	1	0
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	1103
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	250
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	CLASS ACTION SETTLEMENT INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	21165
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt	0	12000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	13828
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	13222
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	5000
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	292636
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	13975
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	13975
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	13975
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	13989
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	14
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	14
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	14
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	14
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	845
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	845
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	277077
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	277077
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	284041
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	284041
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	284041
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	R JEAN TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DAVID J TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY/TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	421 ROLLING LANE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	ALAMO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	CA
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.016689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.083444
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.000000
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	94507
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9258370912
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	421 ROLLING LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	ALAMO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	94507
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N.A.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	N.A.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	2600 TURK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	100 WILSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	ALAMO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	94118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	94507
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	21165
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	13975
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	13975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	100500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	86000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	113505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	56000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	56000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	317224
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	7190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	100500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	86000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	113505
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	21165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	7190
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	373224
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	366034
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MECHANIC BANK
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	CLASS ACTION SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	250
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	250
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	12475
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	5000
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	PRIOR YEAR CHARITABLE CONTRIBUTION CHECKS CASHED IN THE CURRENT YEAR
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	25
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	R JEAN TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9258370912
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE R JEAN AND JAMES D TAYLOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	RJEA
ReturnHeader/Filer/EIN	0	943328774
ReturnHeader/Filer/PhoneNum	0	9258370912
ReturnHeader/Filer/USAddress/AddressLine1	0	484 DIABLO ROAD
ReturnHeader/Filer/USAddress/City	0	DANVILLE
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	272992393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	DEVEREAUX KUHNER & CHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	3 EMBARCADERO CENTER 1160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	94111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4156923900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID KUHNER
ReturnHeader/ReturnTs	0	2014-03-17T11:18:58-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $277,077
Liabilities: $1
Net assets: $277,077
Revenue: $13,828
Expenses: $34,387
Net income: -$20,559

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$2.77	$2.77
2013Detailed filing. Detailed filing data is available for this year.	$2.77	$0.00	$2.77	$0.14	$0.34	$0.21
2012Detailed filing. Detailed filing data is available for this year.	$2.93	$0.00	$2.93		$0.42
2011Summary only. Only limited summary data is available for this year.	$3.47	$0.00		$0.43	$1.14	$0.70
2010Detailed filing. Detailed filing data is available for this year.	$4.17	$0.00	$4.17		$0.98