THE TAYLOR CHARITABLE TRUST (EIN 726180673) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

MARLENE TAYLOR

Phone

2053269500

Tax Period

2024-01-01 to 2024-12-31

THE TAYLOR CHARITABLE TRUST, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $247K in total revenue in fiscal year 2020. The organization ran a surplus of $131K, a strong 53% operating margin.

Mission

SUPPORTING CHARITABLE ORGANIZATION UNDER SECTION 509(A)(3)

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $463,351

Other Revenue $0

TOTAL REVENUE $463,351

Expense Breakdown

Grants Paid $160,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,000

Other Expenses $42,878

TOTAL EXPENSES $202,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,351	$50,880	+8.1%
Expenses	$202,878	$143,887	+0.4%
Net Income	$260,473	$-93,007	-3.8%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAWFORD L TAYLOR JR	TRUSTEE	1.00	Director	$0	$0	$0
MARLENE S TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
HB LEE JR	TRUSTEE	1.00	Director	$0	$0	$0
ROGER L BATES	TRUSTEE	1.00	Director	$0	$0	$0
DR MAX OWRE	TRUSTEE	1.00	Director	$0	$0	$0

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
2024	$463,351	$202,878	$3,923,010	$260,473
2023	$50,880	$143,887	$3,658,883	$-93,007
2022	$753,976	$256,176	$3,751,720	$497,800
2021	$384,574	$163,884	$3,253,657	$220,690
2020	$247,303	$116,272	$3,032,967	$131,031

THE TAYLOR CHARITABLE TRUST