THE TAYLOR CHARITABLE TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

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 $463K in total revenue in fiscal year 2024. Revenue surged 811% from the prior year, signaling strong growth momentum. The organization ran a surplus of $260K, a strong 56% operating margin.

Mission

TO ESTABLISH A LEGACY OF GIVING THAT MAKES OUR COMMUNITY AND COUNTRY A BETTER PLACE IN WHICH TO LIVE, AND TO ENCOURAGE THE DEVELOPMENT OF MORAL, RELIGIOUS, INTELLECTUAL AND AESTHETIC VIRTUES IN INDIVIDUAL HUMAN BEINGS THAT WILL MULTIPLY, BY THEIR DEEDS, THE POTENTIAL FOR POSITIVE RESULTS FROM THE DISTRIBUTIONS OF THIS TRUST.

Program Service Accomplishments

Program 1

Expenses: $20,000

VESTAVIA HILLS BAPTIST CHURCH - TO PROVIDE FOR GENERAL SUPPORT, SPECIAL MISSIONS PROJECTS AND CARING FUND.

Program 2

Expenses: $140,000

CAROLINA PUBLIC HUMANITIES - PROGRAM IN HUMANITIES AND HUMAN VALUES AND THE DEPARTMENT OF PHILOSOPHY.

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Trantor Score

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

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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