John L & Ann Taylor Scholarship Tr
John L & Ann Taylor Scholarship Tr maintains stable assets and zero officer compensation, consistently funding scholarships.
EIN: 206732757 · Great Falls, MT · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $774K |
| Total Expenses | $100K |
| Program Spending | 95% |
| Net Assets | $1.8M |
| Transparency Score | 92/100 |
Is John L & Ann Taylor Scholarship Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
John L & Ann Taylor Scholarship Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About John L & Ann Taylor Scholarship Tr
John L & Ann Taylor Scholarship Tr (EIN: 206732757) is a nonprofit organization based in Great Falls, MT, classified under NTEE code T20. The organization reported total revenue of $774K and total assets of $1.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of John L & Ann Taylor Scholarship Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
John L & Ann Taylor Scholarship Tr is a small nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $79K |
| Total Expenses | $100K |
| Surplus / Deficit | $-20,480 |
| Total Assets | $1.8M |
| Total Liabilities | $1 |
| Net Assets | $1.8M |
| Operating Margin | -25.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 215.8 months |
Financial Health Grade: B
In 2023, John L & Ann Taylor Scholarship Tr reported a deficit of $20K with expenses exceeding revenue, holds 215.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), John L & Ann Taylor Scholarship Tr's revenue has declined at a compound annual growth rate (CAGR) of -1.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -47.1% | -21.4% | -1.1% |
| 2022 | -20.3% | -21.6% | +1.3% |
| 2021 | -5.8% | +22.4% | +1.5% |
| 2020 | +62.5% | -12.3% | +4.0% |
| 2019 | -19.7% | +21.7% | -1.1% |
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 John L & Ann Taylor Scholarship Tr 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, John L & Ann Taylor Scholarship Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 deficit of $20K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the organization, which is highly efficient for a scholarship trust of this size.
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 John L & Ann Taylor Scholarship Tr:
- Zero officer compensation across all reported years, maximizing program impact.
- Consistent growth and stability of assets, from $1.6M in 2011 to $1.8M in 2023.
- Extremely low liabilities, often reported as $1, indicating strong financial health.
- High program spending efficiency, with virtually all expenses directed towards scholarships.
- Consistent IRS 990 filing history demonstrating transparency and compliance.
Frequently Asked Questions about John L & Ann Taylor Scholarship Tr
Is John L & Ann Taylor Scholarship Tr a legitimate charity?
John L & Ann Taylor Scholarship Tr (EIN: 206732757) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $774K. No red flags identified. 5 strengths noted. Financial health grade: B.
How does John L & Ann Taylor Scholarship Tr spend its money?
John L & Ann Taylor Scholarship Tr directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to John L & Ann Taylor Scholarship Tr tax-deductible?
John L & Ann Taylor Scholarship Tr is registered as a tax-exempt nonprofit (EIN: 206732757). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does John L & Ann Taylor Scholarship Tr compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), John L & Ann Taylor Scholarship Tr is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is John L & Ann Taylor Scholarship Tr located?
John L & Ann Taylor Scholarship Tr is headquartered in Great Falls, Montana and files with the IRS under EIN 206732757. It is classified under NTEE code T20.
How many years of IRS 990 filings does John L & Ann Taylor Scholarship Tr have?
John L & Ann Taylor Scholarship Tr has 10 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 $774K in total revenue.
Is John L & Ann Taylor Scholarship Tr a good charity?
Yes, based on the available IRS 990 data, it appears to be a very good charity. It consistently directs all funds to its mission (scholarships), has zero officer compensation, and maintains a stable asset base.
How does this organization manage its finances?
The organization manages its finances conservatively, maintaining a stable asset base (around $1.6M - $1.8M) and minimal liabilities. It operates without officer compensation, ensuring funds are used for its program.
What is the primary use of funds for this organization?
The primary use of funds for the John L & Ann Taylor Scholarship Tr is to provide scholarships and student financial aid, as indicated by its NTEE code T20 and the absence of other significant expense categories like officer compensation.
Filing History
IRS 990 filing history for John L & Ann Taylor Scholarship Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), John L & Ann Taylor Scholarship Tr's revenue has declined by 14%, moving from $92K to $79K. Total assets increased by 9.9% over the same period, from $1.6M to $1.8M. Total functional expenses fell by 19.4%, from $124K to $100K. In its most recent filing year (2023), John L & Ann Taylor Scholarship Tr reported a deficit of $20K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $79K | $100K | $1.8M | $1 | — | View 990 |
| 2022 | $150K | $127K | $1.8M | $1 | — | View 990 |
| 2021 | $189K | $162K | $1.8M | $1 | — | — |
| 2020 | $200K | $133K | $1.8M | $1 | — | — |
| 2019 | $123K | $151K | $1.7M | $1 | — | View 990 |
| 2015 | $153K | $124K | $1.7M | $1 | — | View 990 |
| 2014 | $145K | $103K | $1.7M | $1 | — | View 990 |
| 2013 | $112K | $86K | $1.7M | $1 | — | View 990 |
| 2012 | $88K | $99K | $1.6M | $0 | — | View 990 |
| 2011 | $92K | $124K | $1.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $79K, expenses of $100K, and assets of $1.8M (revenue -47.1% year-over-year).
- 2022: Revenue of $150K, expenses of $127K, and assets of $1.8M (revenue -20.3% year-over-year).
- 2021: Revenue of $189K, expenses of $162K, and assets of $1.8M (revenue -5.8% year-over-year).
- 2020: Revenue of $200K, expenses of $133K, and assets of $1.8M (revenue +62.5% year-over-year).
- 2019: Revenue of $123K, expenses of $151K, and assets of $1.7M (revenue -19.7% year-over-year).
- 2015: Revenue of $153K, expenses of $124K, and assets of $1.7M (revenue +6.0% year-over-year).
- 2014: Revenue of $145K, expenses of $103K, and assets of $1.7M (revenue +29.0% year-over-year).
- 2013: Revenue of $112K, expenses of $86K, and assets of $1.7M (revenue +27.3% year-over-year).
- 2012: Revenue of $88K, expenses of $99K, and assets of $1.6M (revenue -4.5% year-over-year).
- 2011: Revenue of $92K, expenses of $124K, and assets of $1.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for John L & Ann Taylor Scholarship Tr:
Data Sources and Methodology
This transparency report for John L & Ann Taylor Scholarship Tr 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.