Skip to content
Nonprofiteer
← TEAM TACALA CHARITIES

Form 990 for tax year 2022

Filed by TEAM TACALA CHARITIES.

Totals

Total revenue
$249,076
Total expenses
$160,906
Contributions and grants received
$280,293
Grants paid
$154,197
Program service revenue
$0
Investment income
$13
Other revenue
-$31,230
Total assets, end of year
$274,662
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$274,662
Program services expenses (Part IX)
$160,906
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$160,906

Program services were 100.0% 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

    $268,075

  • 1f · All other contributions, gifts and grants

    $12,218

  • 3 · Investment income

    total $13 · excluded $13

  • 8a · Fundraising events: gross income

    $36,800

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

    $268,075

  • 8b · Fundraising events: direct expenses

    $68,030

  • 8c · Net income from fundraising events

    total -$31,230 · excluded -$31,230

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,197 · program services $22,197

  • 2 · Grants to domestic individuals

    total $132,000 · program services $132,000

  • 24a · Other expenses: TAXES AND LICENSE EXPEN

    total $3,027 · program services $3,027

  • 24b · Other expenses: CREDIT CARD FEES

    total $1,465 · program services $1,465

  • 24c · Other expenses: SUPPLIES

    total $1,322 · program services $1,322

  • 24d · Other expenses: PROFESSIONAL SERVICES

    total $895 · program services $895

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $186,492 · end of year $274,662

  • 27 · Net assets without donor restrictions

    beginning of year $186,492 · end of year $274,662

Mission and programs · 2022

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 $27,441 · Grants $22,197

  • 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 2022 TEAM TACALA CHARITIES AWARDED 50 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 $133,465 · Grants $132,000

As filed on the 2022 return.

Listed in Part VII

  • Marjorie Perlman

    PRESIDENT

    Total calculated
    $393,372
    From this org
    $0
    From related orgs
    $393,372
    Other
    $0
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,492 related
    Bonus
    $0
    Other
    $0 + $9,880 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $393,372 related
  • Tim Morrison

    SECRETARY

    Total calculated
    $1,190,465
    From this org
    $0
    From related orgs
    $1,190,465
    Other
    $0
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,178,648 related
    Bonus
    $0
    Other
    $0 + $11,817 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,190,465 related
  • Joey Pierson

    TREASURER

    Total calculated
    $866,650
    From this org
    $0
    From related orgs
    $866,650
    Other
    $0
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $847,886 related
    Bonus
    $0
    Other
    $0 + $18,764 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $866,650 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

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
2022
Filed
4 May 2023
IRS schema version
2022v5.0
Source object
202301309349301680

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.