Anne K Taylor Fund
Anne K Taylor Fund shows consistent revenue, zero officer compensation, and growing assets.
EIN: 204693436 · Billings, MT · NTEE: D30 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $399K |
| Total Expenses | $194K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $290,268 |
| Net Assets | $241K |
| Transparency Score | 92/100 |
Is Anne K Taylor Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Anne K Taylor Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Anne K Taylor Fund
Anne K Taylor Fund (EIN: 204693436) is a nonprofit organization based in Billings, MT, classified under NTEE code D30. The organization reported total revenue of $399K and total assets of $366K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Anne K Taylor Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Anne K Taylor Fund is a small nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $290K |
| Total Expenses | $194K |
| Surplus / Deficit | +$97K |
| Total Assets | $241K |
| Net Assets | $241K |
| Operating Margin | 33.3% |
| Months of Reserves | 15.0 months |
Financial Health Grade: A
In 2023, Anne K Taylor Fund reported a surplus of $97K with revenue exceeding expenses, holds 15.0 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Anne K Taylor Fund's revenue has grown at a compound annual growth rate (CAGR) of 6.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +48.7% | +1.2% | +195.3% |
| 2022 | +7.3% | -31.4% | +16.1% |
| 2021 | -9.9% | +71.7% | -58.0% |
| 2020 | -11.1% | -33.4% | +30.7% |
| 2019 | +29.4% | +4.4% | -11.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Anne K Taylor Fund with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 7%
- programs: 90%
- fundraising: 3%
According to IRS 990 filings, Anne K Taylor Fund allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $97K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization is either entirely volunteer-run or its leadership is compensated through other means not classified as officer compensation, which is highly efficient for an organization of its size (latest revenue $290,268).
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Anne K Taylor Fund:
- Consistent 0% officer compensation, indicating high operational efficiency.
- Healthy asset growth in the latest filing (202312), from $81,760 to $241,422.
- No reported liabilities across all filings, demonstrating strong financial management.
- Consistent revenue generation over the past decade, showing financial stability.
- Strong transparency with 13 available IRS 990 filings.
Frequently Asked Questions about Anne K Taylor Fund
Is Anne K Taylor Fund a legitimate charity?
Anne K Taylor Fund (EIN: 204693436) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 92/100. It has 13 years of IRS 990 filings on record. Total revenue: $399K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Anne K Taylor Fund spend its money?
Anne K Taylor Fund directs 90% of its spending to programs and services. Fundraising costs 3%. This exceeds the 65% industry benchmark.
Are donations to Anne K Taylor Fund tax-deductible?
Anne K Taylor Fund is registered as a tax-exempt nonprofit (EIN: 204693436). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Anne K Taylor Fund CEO make?
Anne K Taylor Fund's highest-compensated officer earns $290,268 annually. The organization reported $399K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Anne K Taylor Fund's spending goes to programs?
Anne K Taylor Fund directs 90% to programs, 3% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Anne K Taylor Fund compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Anne K Taylor Fund is above average for NTEE category D30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Anne K Taylor Fund located?
Anne K Taylor Fund is headquartered in Billings, Montana and files with the IRS under EIN 204693436. It is classified under NTEE code D30.
How many years of IRS 990 filings does Anne K Taylor Fund have?
Anne K Taylor Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $399K in total revenue.
Is Anne K Taylor Fund a good charity?
Based on the available data, the Anne K Taylor Fund appears to be a good charity. It consistently reports 0% officer compensation, indicating high efficiency, and has shown consistent revenue and asset growth, particularly in the latest period (202312) where assets grew from $81,760 to $241,422.
How has the organization's financial health changed over time?
The organization has shown consistent revenue generation, averaging around $200,000 annually, with a notable increase to $290,268 in 2023. Assets have fluctuated but have seen significant growth in the latest period, reaching $241,422 in 2023 from $81,760 in 2022, indicating improving financial health and reserves.
What is the organization's approach to executive compensation?
The Anne K Taylor Fund reports 0% officer compensation in all available filings, suggesting a highly efficient model where leadership is either unpaid or compensated through non-officer roles, allowing more funds to be directed to its mission.
Filing History
IRS 990 filing history for Anne K Taylor Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Anne K Taylor Fund's revenue has grown by 113.2%, moving from $136K to $290K. Total assets increased by 105.4% over the same period, from $118K to $241K. Total functional expenses rose by 41.2%, from $137K to $194K. In its most recent filing year (2023), Anne K Taylor Fund reported a surplus of $97K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $290K | $194K | $241K | $0 | — | — |
| 2022 | $195K | $191K | $82K | $0 | — | View 990 |
| 2021 | $182K | $279K | $70K | $0 | — | View 990 |
| 2020 | $202K | $162K | $167K | $0 | — | View 990 |
| 2019 | $227K | $244K | $128K | $0 | — | View 990 |
| 2018 | $176K | $234K | $145K | $0 | — | View 990 |
| 2017 | $322K | $189K | $203K | $0 | — | View 990 |
| 2016 | $86K | $189K | $70K | $0 | — | View 990 |
| 2015 | $246K | $163K | $173K | $0 | — | View 990 |
| 2014 | $188K | $204K | $90K | $0 | — | View 990 |
| 2013 | $159K | $145K | $105K | $0 | — | View 990 |
| 2012 | $52K | $78K | $91K | $0 | — | View 990 |
| 2011 | $136K | $137K | $118K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $290K, expenses of $194K, and assets of $241K (revenue +48.7% year-over-year).
- 2022: Revenue of $195K, expenses of $191K, and assets of $82K (revenue +7.3% year-over-year).
- 2021: Revenue of $182K, expenses of $279K, and assets of $70K (revenue -9.9% year-over-year).
- 2020: Revenue of $202K, expenses of $162K, and assets of $167K (revenue -11.1% year-over-year).
- 2019: Revenue of $227K, expenses of $244K, and assets of $128K (revenue +29.4% year-over-year).
- 2018: Revenue of $176K, expenses of $234K, and assets of $145K (revenue -45.4% year-over-year).
- 2017: Revenue of $322K, expenses of $189K, and assets of $203K (revenue +272.4% year-over-year).
- 2016: Revenue of $86K, expenses of $189K, and assets of $70K (revenue -64.9% year-over-year).
- 2015: Revenue of $246K, expenses of $163K, and assets of $173K (revenue +31.0% year-over-year).
- 2014: Revenue of $188K, expenses of $204K, and assets of $90K (revenue +18.0% year-over-year).
- 2013: Revenue of $159K, expenses of $145K, and assets of $105K (revenue +205.6% year-over-year).
- 2012: Revenue of $52K, expenses of $78K, and assets of $91K (revenue -61.7% year-over-year).
- 2011: Revenue of $136K, expenses of $137K, and assets of $118K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Anne K Taylor Fund:
Data Sources and Methodology
This transparency report for Anne K Taylor Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.