Totals
- Total revenue
- $217,994
- Total expenses
- $153,121
- Contributions and grants received
- $273,540
- Grants paid
- $143,789
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- -$55,546
- Total assets, end of year
- $339,535
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $339,535
- Program services expenses (Part IX)
- $153,121
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $153,121
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
$268,368
-
1f · All other contributions, gifts and grants
$5,172
-
8a · Fundraising events: gross income
$40,365
-
8a · Fundraising events: contributions included on line 1c
$268,368
-
8b · Fundraising events: direct expenses
$95,911
-
8c · Net income from fundraising events
total -$55,546 · excluded -$55,546
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $11,579 · program services $11,579
-
2 · Grants to domestic individuals
total $132,210 · program services $132,210
-
24a · Other expenses: SUPPLIES
total $4,877 · program services $4,877
-
24b · Other expenses: CREDIT CARD FEES
total $3,343 · program services $3,343
-
24c · Other expenses: PROFESSIONAL SERVICES
total $925 · program services $925
-
24d · Other expenses: TAXES AND LICENSE EXPEN
total $187 · program services $187
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $274,662 · end of year $339,535
-
27 · Net assets without donor restrictions
beginning of year $274,662 · end of year $339,535
Mission and programs · 2023
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 $17,568 · Grants $11,579
-
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 2023 TEAM TACALA CHARITIES AWARDED 65 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 $135,553 · Grants $132,210
As filed on the 2023 return.
Listed in Part VII
-
Marjorie PerlmanMARJORIE PERLMAN
PRESIDENT
- Total calculated
- $404,618
- From this org
- $0
- From related orgs
- $404,618
- Other
- $0
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $396,958 related
- Bonus
- $0
- Other
- $0 + $7,660 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $404,618 related
-
Joey PiersonJOEY PIERSON
VICE PRESIDENT
- Total calculated
- $985,117
- From this org
- $0
- From related orgs
- $985,117
- Other
- $0
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $965,400 related
- Bonus
- $0
- Other
- $0 + $19,717 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $985,117 related
-
David MorrisonDAVID MORRISON
SECRETARY
- Total calculated
- $379,287
- From this org
- $0
- From related orgs
- $379,287
- Other
- $0
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $359,570 related
- Bonus
- $0
- Other
- $0 + $19,717 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $379,287 related
-
Ragan CainRAGAN CAIN
TREASURER
- Total calculated
- $473,849
- From this org
- $0
- From related orgs
- $473,849
- Other
- $0
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $454,132 related
- Bonus
- $0
- Other
- $0 + $19,717 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $473,849 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
-
$8,079
SUPPORT ACTIVITIES
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
- 2023
- Filed
- 24 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431219349300023
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