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Greater Taylor Foundation FY2023 filing

Tax-deductible

Taylor, TX501(c)(3)Human Services EIN 87-3682838Revenue $1.2M in FY2023

On file with the IRSgreatertaylorfoundation.org1519 N Main St, 76574-3053 · Taylor, TXTax-exempt since Apr 2022Publicly supported — 509(a)(2)

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The Greater Taylor Foundation, established in 2022, launched impact Taylor in 2023. Phase one of the initiative was a community needs assessment conducted by crescendo consultant group to assess and understand the needs and challenges faced by Taylor residents and identify service gaps and areas requiring attention. Phase 2 of the initiative will kick off in 2024 with the emphasize on community involvement and collective problem-solving.. The final phase will kick off in 2025 and involves a grant-making process for local organizations and initiatives that address the identified needs ensuring that resources are directed towards impactful projects that benefit the community..goals and impact:1) addressing service gaps: by identifying and addressing gaps in services, the initiative aims to improve the overall well-being of Taylor residents.2) enhancing quality of life: the initiative focuses on creating a better living environment through targeted interventions and support.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $608K a year · 74% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $48K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$150K
To programs
82%
Net assets
$1.1M
By yearFY2023–FY2024
Revenue
$1.2M
FY2023
Tap a bar for its year
Revenue by fiscal year
FY2023$1.2M
FY2024$452K
Expenses
$150K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2023$150K
FY2024$269K
Net assets
$1.1M
FY2023
Tap a bar for its year
Net assets by fiscal year
FY2023$1.1M
FY2024$1.4M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $122K Management & general 18% · $27K Fundraising 1% · $864

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
Diana Phillips
Board Chair
$0Pt VII · Sec A
Rosemary Hauser
Vice President
$0Pt VII · Sec A
Sam Dowdy
Secretary
$0Pt VII · Sec A
Ryan Stiba
Treasurer
$0Pt VII · Sec A
Ebby Green
Director
$0Pt VII · Sec A
Keith Hagler
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Randall Pick
Director
$0Pt VII · Sec A
See Greater Taylor Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Assesses community needs and funds local projects to address them.

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Provided by the organization

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1 program · $122K · in their own filed words · FY2023
01

Community connections & collaborations, economic wellbeing, food insecurity, housing, mental health, childcare and early education. Key aspects of the impact COUNCILS:1. Community needs assessment: in addition to the cna, each council conducts thorough assessments around the barriers within the COMMUNITY.2.

$122Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Natl Christian Charitable Fdn INCFY2024$20K
Fidelity Investments Charitable Gift FundFY2024$15K
Taylor Rodeo AssociationFY2024$8K
The Signatry Charitable TrustFY2024$5K
Total grants receivedfrom 4 funders$48K
See all 4 funders →
Grants paid · 8 grants · $124K · 2023–2024
Unitemized GrantFY2024$50,000
Taylor Educational Enrichment FoundationTX · FY2024$19,313
Shepherd's Heart Food Pantry and Community MinistriesTX · FY2024$13,165
10th Street United MethodistFY2024$10,000
St James Episcopal ChurchTX · FY2024$10,000
St Mary's Catholic SchoolFY2024$7,910
Texas Critter CrusadersTX · FY2024$5,553
Unitemized GrantFY2023$8,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.2M
Investment incomeLn 3$16K
Money outPt IX
$150K
Ln 25
Programscol B$122K
Managementcol C$27K
Fundraisingcol D$864
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$44K
Total assetsLn 16$1.1M
LiabilitiesLn 26$9K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$5K
Noncash giftsLn 1g$1.0M
Investment incomeLn 3$16K
Gains on assetsLn 7−$17K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$44K
Cash and savings togetherLn 1–2$44K
InvestmentsLn 11–13$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$9K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$39K$44K
InvestmentsLn 11–13$1.1M
Total assetsLn 16$39K$1.1M
LiabilitiesLn 26$0$9K
Net assetsLn 32$39K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$96K$96K
Grants to domestic individualsLn 2$8K$8K
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$21K$11K$10K
Advertising and promotionLn 12$431$431
Office expensesLn 13$4K$1K$2K$864
OccupancyLn 16$2K$2K
TravelLn 17$3K$3K
Travel and entertainment for public officialsLn 18$180$180
Conferences, conventions and meetingsLn 19$96$96
InsuranceLn 23$2K$2K
Total functional expensesLn 25$150K$122K$27K$864

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $452K$269K$183K$1.4M 990 PDF
FY2023 Viewing $1.2M$150K$1.0M$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,181,378 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $56,200$1,182,515
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0−$1,137
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $56,200$1,181,378
I-13 Grants and similar amounts paidPrior year $0$103,574
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $38,752$45,996
I-18 Total expensesPrior year $38,752$149,570
I-19 Revenue less expensesPrior year $17,448$1,031,808
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,181,378 across 7 lines filed
VIII-1e Government grants$5,000
VIII-1f All other contributions, gifts and grants$1,177,515
VIII-1g Noncash contributions (included above)$1,015,110
VIII-1h Total contributions, gifts and grants$1,182,515
VIII-3 Investment incomeExcluded from tax $15,666$15,666
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$16,803−$16,803
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$1,137$1,181,378
Part IX · Statement of functional expenses $149,570 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $95,574$95,574
IX-2 Grants to domestic individualsPrograms $8,000$8,000
IX-11c Accounting feesManagement $2,950$2,950
IX-11f Investment management feesManagement $10,288$10,288
IX-11g Other fees for servicesPrograms $11,495 · Management $9,887$21,382
IX-12 Advertising and promotionPrograms $431$431
IX-13 Office expensesPrograms $1,039 · Management $1,860 · Fundraising $864$3,763
IX-16 OccupancyPrograms $1,725$1,725
IX-17 TravelPrograms $3,394$3,394
IX-18 Travel and entertainment for public officialsPrograms $180$180
IX-19 Conferences, conventions and meetingsPrograms $96$96
IX-23 InsuranceManagement $1,787$1,787
IX-25 Total functional expensesPrograms $121,934 · Management $26,772 · Fundraising $864$149,570
Part X · Balance sheet $1,121,980 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $38,752$44,422
X-11 Publicly traded securities$1,077,558
X-16 Total assetsStart of year $38,752$1,121,980
X-17 Accounts payable and accrued expenses$8,553
X-26 Total liabilitiesStart of year $0$8,553
X-32 Total net assets or fund balancesStart of year $38,752$1,113,427
X-33 Total liabilities and net assetsStart of year $38,752$1,121,980
Part XI · Reconciliation of net assets $1,113,427 net assets at year end
XI-1 Total revenue$1,181,378
XI-2 Total expenses$149,570
XI-3 Revenue less expenses$1,031,808
XI-4 Net assets at start of year$38,752
XI-5 Net unrealized gains (losses) on investments$42,867
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,113,427

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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