GREATER TAYLOR FOUNDATION

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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

2021

Legal Domicile

Principal Officer

DIANA PHILLIPS

Phone

5127630779

Tax Period

2024-01-01 to 2024-12-31

GREATER TAYLOR FOUNDATION, founded in 2021, is a small nonprofit in the Human Services sector that reported $452K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $183K, a strong 41% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE TAYLOR, TX AREA THROUGH THE DEVELOPMENT OF PHILANTHROPIC GIVING, RESPONSIBLE GRANT MAKING, PROFESSIONAL STEWARDSHIP AND COLLABORATIVE LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $231,782 Revenue: $4,186

COMMUNITY CONNECTIONS & COLLABORATIONS, ECONOMIC WELLBEING, FOOD INSECURITY, HOUSING, MENTAL HEALTH, CHILDCARE AND EARLY EDUCATION. KEY ASPECTS OF THE IMPACT COUNCILS:1. COMMUNITY NEEDS ASSESSMENT...

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. COMMUNITY ENGAGEMENT: THEY WORK CLOSELY WITH LOCAL ORGANIZATIONS, RESIDENTS, AND STAKEHOLDERS TO DEVELOP AND IMPLEMENT SOLUTIONS.3. GRANT-MAKING: THE COUNCILS WILL OVERSEE THE DISTRIBUTION OF GRANTS TO SUPPORT PROJECTS AND INITIATIVES THAT ALIGN WITH THEIR FOCUS AREAS.THESE COUNCILS ENSURE THAT THE FOUNDATION'S EFFORTS ARE TARGETED AND EFFECTIVE, MAKING A MEANINGFUL IMPACT ON THE COMMUNITY. THIS INITIATIVE AIMS TO FOSTER COMMUNITY DEVELOPMENT AND ENSURE THAT TAYLOR REMAINS A GREAT PLACE TO LIVE. IN ADDITION TO THE COLLECTIVE IMPACT WORK, THE FOUNDATION CONDUCTS GIVE TAYLOR, AN ONLINE GIVING CAMPAIGN HELD ON THE TUESDAY AFTER THANKSGIVING FOR ALL 501(C)(3) ORGANIZATIONS IN TAYLOR AS PART OF THE GLOBAL GIVING TUESDAY MOVEMENT.THE FOUNDATION CONVENES THE COMMUNITY AROUND KEY ISSUES, WORKING COLLABORATIVELY AND WITH DIVERSE STAKEHOLDERS INCLUDING NONPROFITS, INSTITUTIONS, HIGHER ED, FAITH BASED, BUSINESS AND RESIDENTS TO PROVIDE POSITIVE LASTING CHANGE FOR A BRIGHTER FUTURE FOR ALL WHO LIVE IN TAYLOR. IN 2024, THE FOUNDATION HOSTED 113 CONVENINGS, ENGAGING 1,185 PARTICIPANTS.

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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 $376,380

Program Service Revenue $4,186

Investment Income $71,427

Other Revenue $0

TOTAL REVENUE $451,993

Expense Breakdown

Grants Paid $213,581

Salaries & Benefits $0

Fundraising Expenses $862

Program Expenses $231,782

Other Expenses $55,189

TOTAL EXPENSES $268,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$451,993	$1,181,378	-0.6%
Expenses	$268,770	$149,570	+0.8%
Net Income	$183,223	$1,031,808	-0.8%

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

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
DIANA PHILLIPS	BOARD CHAIR	35.00	Officer Director	$0	$0	$0
ROSEMARY HAUSER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAM DOWDY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN STIBA	TREASURER	1.00	Officer Director	$0	$0	$0
EBBY GREEN	SECRETARY	1.00	Officer Director	$0	$0	$0
KEITH HAGLER	DIRECTOR	1.00	Director	$0	$0	$0
ED KOMANDOSKY	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL PICK	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL WEBSTER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN R FAYKUS	DIRECTOR	1.00	Director	$0	$0	$0
JESSIE ANCIRA III	DIRECTOR	1.00	Director	$0	$0	$0
CANDY BUZAN	DIRECTOR	1.00	Director	$0	$0	$0
JOE GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS REECE	DIRECTOR	1.00	Director	$0	$0	$0
TIA STONE	DIRECTOR	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	$451,993	$268,770	$1,372,228	$183,223
2023	$1,181,378	$149,570	$1,121,980	$1,031,808