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← TEAM TACALA CHARITIES

Form 990 for tax year 2024

Filed by TEAM TACALA CHARITIES.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 19 May 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$263,143
Total expenses
$258,567
Contributions and grants received
$299,894
Grants paid
$244,500
Program service revenue
$0
Investment income
$0
Other revenue
-$36,751
Total assets, end of year
$344,111
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$344,111
Program services expenses (Part IX)
$257,592
Management and general expenses
$975
Fundraising expenses
$0
Program service expenses (Part III)
$257,592

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $298,101

  • 1f · All other contributions, gifts and grants

    $1,793

  • 8a · Fundraising events: gross income

    $44,160

  • 8a · Fundraising events: contributions included on line 1c

    $298,101

  • 8b · Fundraising events: direct expenses

    $80,911

  • 8c · Net income from fundraising events

    total -$36,751 · excluded -$36,751

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,000 · program services $5,000

  • 2 · Grants to domestic individuals

    total $239,500 · program services $239,500

  • 11c · Fees: accounting

    total $975 · management and general $975

  • 24a · Other expenses: SUPPLIES

    total $10,233 · program services $10,233

  • 24b · Other expenses: CREDIT CARD FEES

    total $2,648 · program services $2,648

  • 24c · Other expenses: TAXES AND LICENSE EXPEN

    total $187 · program services $187

  • 24d · Other expenses: BANK SERVICE CHARGES

    total $24 · program services $24

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $339,535 · end of year $344,111

  • 27 · Net assets without donor restrictions

    beginning of year $339,535 · end of year $344,111

Mission and programs · 2024

Mission

TO SUPPORT TEAM PROGRAMMING

Activities or mission (Part I)

TO SUPPORT BOYS AND GIRLS CLUB OF AMERICA AND TEAM PROGRAMMING

  • THE ORGANIZATION OVERSEES AND OPERATES THE FUNDRAISING CAMPAIGN AND GRANT DISTRIBUTION PROCESS FOR THE "TACALA GROUP" THAT OWNS AND OPERATES TACO BELL FRANCHISES IN THE SOUTHEASTERN U.S. FUNDS ARE RAISED PRIMARILY FOR BOYS AND GIRLS CLUBS AND OTHER EDUCATION FOCUSED ORGANIZATIONS BENEFITING TEENS, BUT ARE ALSO EXTENDED TO INCLUDE MANY OTHER CHARITIES WHICH SUPPORT THE YOUTH OF THE COMMUNITIES IN WHICH THE TACALA GROUP DOES BUSINESS.

    Expenses $15,444 · Grants $5,000

  • THE TEAM TACALA CHARITIES SCHOLARSHIP PROGRAM HELPS OUR TEEN TEAM MEMBERS REACH THEIR GOALS FOR POST-HIGH SCHOOL EDUCATION BY OFFERING THEM THE OPPORTUNITY TO APPLY FOR COLLEGE OR POST-SECONDARY VOCATIONAL INSTITUTION SCHOLARSHIPS. IN 2024 TEAM TACALA CHARITIES AWARDED 57 SCHOLARSHIPS TO TEEN TEAM MEMBERS TO ATTEND TWO AND FOUR YEAR COLLEGES OR VOCATIONAL SCHOOLS. EVERY HIGH SCHOOL SENIOR, COLLEGE FRESHMAN AND ONE-TIME SCHOLARSHIP RECIPIENT WHO APPLIED AND MET THE ELIGIBILITY CRITERIA RECEIVED A SCHOLARSHIP.

    Expenses $242,148 · Grants $239,500

As filed on the 2024 return.

Listed in Part VII

  • Marjorie Perlman

    PRESIDENT

    Total calculated
    $460,760
    From this org
    $0
    From related orgs
    $451,536
    Other
    $9,224
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,969 related
    Bonus
    $0 + $144,806 related
    Other
    $0 + $6,761 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,224 related
    Filer's total
    $0 + $460,760 related
  • Joey Pierson

    VICE PRESIDENT

    Total calculated
    $1,700,527
    From this org
    $0
    From related orgs
    $1,691,303
    Other
    $9,224
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $694,879 related
    Bonus
    $0 + $981,484 related
    Other
    $0 + $14,940 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,224 related
    Filer's total
    $0 + $1,700,527 related
  • David Morrison

    SECRETARY

    Total calculated
    $678,589
    From this org
    $0
    From related orgs
    $669,365
    Other
    $9,224
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,130 related
    Bonus
    $0 + $350,000 related
    Other
    $0 + $4,235 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,224 related
    Filer's total
    $0 + $678,589 related
  • Ragan Cain

    TREASURER

    Total calculated
    $597,596
    From this org
    $0
    From related orgs
    $594,709
    Other
    $2,887
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,145 related
    Bonus
    $0 + $264,385 related
    Other
    $0 + $15,179 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,887 related
    Filer's total
    $0 + $597,596 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TACALA INVESTMENT CORP

    C · RESTAURANT SALES · AL

Provenance

Return type
form_990
Tax year
2024
Filed
9 May 2025
IRS schema version
2024v5.1
Source object
202511329349301806

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