R J TAYLOR JR FDN UA CO TR

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Phone

8042737445

Tax Period

2025-01-01 to 2025-12-31

R J TAYLOR JR FDN UA CO TR, founded in 1971, is a small nonprofit that reported $135K in total revenue in fiscal year 2025. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $166K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO SECURE INFORMATION OF A GENEALOGICAL NATURE FROM PUBLIC AND PRIVATE RECORDS AND TO PROVIDE FOR THE PRESERVATION AND PUBLICATION

Program Service Accomplishments

Program 1

Expenses: $148,978

PAYMENTS FOR GENEALOGICAL ITEMS, NEWSPAPER CLIPPINGS AND RESEARCH TO SUPPORT THE GEORGIA GENEALOGICAL SOCIETY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $134,505

Other Revenue $0

TOTAL REVENUE $134,505

Expense Breakdown

Grants Paid $135,022

Salaries & Benefits $27,912

Fundraising Expenses $0

Program Expenses $148,978

Other Expenses $3,362

TOTAL EXPENSES $166,296

Year-over-Year Comparison

	2025	2024	Change
Revenue	$134,505	$755,414	-0.8%
Expenses	$166,296	$165,713	+0.0%
Net Income	$-31,791	$589,701	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$600

Key Employees

$200

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS DAVIDSON	CO-TRUSTEE	1.0	Director	$200	$0	$200
TAMIKA STRONG	CO-TRUSTEE	1.0	Director	$200	$0	$200
LARRY W THOMAS	CO-TRUSTEE	1.0	Director	$200	$0	$200
N/A	TRUSTEE	1.0		$27,912	$0	$27,912
CYNTHIA HARRISON	ADVISORY COMMITTEE	1.0	Key Emp	$200	$0	$200

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$134,505	$166,296	$3,492,129	$-31,791
2024	$755,414	$165,713	$3,523,329	$589,701
2023	$77,718	$166,604	$2,931,712	$-88,886
2022	$52,435	$214,148	$3,020,687	$-161,713
2021	$235,970	$151,300	$3,183,101	$84,670
2020	$190,640	$196,435	$3,098,533	$-5,795
2019	$266,665	$135,247	$3,102,903	$131,418
2018	$371,094	$177,391	$2,981,708	$193,703