2026-05-28T11:35:37-05:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2024-01-01 721576280 TEAM TACALA CHARITIES TEAM 2054439631 3750 CORPORATE WOODS DRIVE VESTAVIA HILLS AL 35242 JOEY PIERSON VICE PRESIDENT 2054439631 2026-05-19 1 1 JARED KOECHNER P01634628 2059794100 2026-05-19 2024 2025-03-06 01:10:19Z X MARJORIE PERLMAN 3750 CORPORATE WOODS DRIVE VESTAVIA HILLS AL 35242 344054 0 X N/A X 2006 AL TO SUPPORT BOYS AND GIRLS CLUB OF AMERICA AND TEAM PROGRAMMING 4 0 0 0 0 0 273540 299894 0 0 0 0 -55546 -36751 217994 263143 143789 244500 0 0 0 0 0 0 0 9332 14067 153121 258567 64873 4576 339535 344111 0 0 339535 344111 TO SUPPORT TEAM PROGRAMMING 0 0 15444 5000 0 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. 242148 239500 0 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. 257592 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X KRISTY EZELL 2054439637 3750 CORPORATE WOODS DRIVE VESTAVIA HILLS AL 35242 X MARJORIE PERLMAN PRESIDENT 5.00 40.00 X X 0 0 0 JOEY PIERSON VICE PRESIDENT 5.00 40.00 X X 0 0 0 DAVID MORRISON SECRETARY 5.00 40.00 X X 0 0 0 RAGAN CAIN TREASURER 5.00 40.00 X X 0 0 0 0 0 0 0 0 0 0 0 298101 1793 299894 44160 298101 80911 -36751 -36751 263143 0 0 -36751 5000 5000 239500 239500 975 975 SUPPLIES 10233 10233 CREDIT CARD FEES 2648 2648 TAXES AND LICENSE EXPEN 187 187 BANK SERVICE CHARGES 24 24 258567 257592 975 0 339535 344111 339535 344111 0 0 X 339535 344111 339535 344111 339535 344111 4576 0 X 0 0 0 X 155446 551088 280293 273540 299894 1560261 155446 551088 280293 273540 299894 1560261 273320 1286941 124 93 13 0 0 230 1560491 0.82470 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CHARITY GOLF TOURNAMENT 342261 298101 44160 0 8836 40045 32030 342261 298101 44160 8836 40045 32030 80911 -36751 1 SCHOLARSHIPS 57 239500 0 N/A N/A PART I, LINE 2: THE GOVERNING BODY OF THE 501(C)(3) MONITORS THE USE OF ALL FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND IS OPEN FOR ANY DISCUSSION BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 19 AS A GENERAL RULE, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANY WRITTEN REQUEST BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD. FORM 990, ITEM B - AMENDED RETURN EXPLANATION: THIS RETURN IS BEING AMENDED TO REMOVE TACALA INVESTMENT CORP AS A RELATED ENTITY. IT WAS DETERMINED THAT THE ORGANIZATION DOES NOT CONTROL AND IS NOT CONTROLLED BY TACALA INVESTMENT CORP WITHIN THE MEANING OF THE FORM 990 INSTRUCTIONS. ALL RELEVANT PARTS AND SCHEDULES HAVE BEEN UPDATED TO REFLECT THE REMOVAL OF THIS ENTITY AND THE ASSOCIATED COMPENSATION DATA. FORM 990, PART IV, LINE 34 - RELATED ORGANIZATIONS: THIS LINE WAS AMENDED FROM "YES" TO "NO" TO REFLECT THAT THE ORGANIZATION WAS NOT RELATED TO ANY TAX-EXEMPT OR TAXABLE ENTITY DURING THE TAX YEAR. FORM 990, PART VII, SECTION A - COMPENSATION OF OFFICERS AND DIRECTORS: COLUMNS (E) AND (F) WERE AMENDED TO $0 FOR ALL LISTED INDIVIDUALS TO REFLECT THE REMOVAL OF COMPENSATION PREVIOUSLY ATTRIBUTED TO A RELATED ORGANIZATION. THE SPECIFIC CHANGES ARE AS FOLLOWS: JOEY PIERSON, VICE PRESIDENT: COLUMN (E) AMENDED FROM $1,691,303 TO $0; COLUMN (F) AMENDED FROM $9,224 TO $0. DAVID MORRISON, SECRETARY: COLUMN (E) AMENDED FROM $669,365 TO $0; COLUMN (F) AMENDED FROM $9,224 TO $0. RAGAN CAIN, TREASURER: COLUMN (E) AMENDED FROM $594,709 TO $0; COLUMN (F) AMENDED FROM $2,887 TO $0. MARJORIE PERLMAN, PRESIDENT: COLUMN (E) AMENDED FROM $451,536 TO $0; COLUMN (F) AMENDED FROM $9,224 TO $0. SCHEDULE J, PART II - OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES COMPENSATION: ROWS (II), "COMPENSATION FROM RELATED ORGANIZATIONS," FOR ALL LISTED INDIVIDUALS WERE AMENDED TO $0. TOTALS IN COLUMN (E) WERE UPDATED ACCORDINGLY TO REFLECT ONLY COMPENSATION FROM THE FILING ORGANIZATION. SCHEDULE R - RELATED ORGANIZATIONS AND UNRELATED PARTNERSHIPS: THIS SCHEDULE WAS REMOVED FROM THE RETURN AS THE ORGANIZATION HAS NO RELATED ORGANIZATIONS TO REPORT FOR THE TAX YEAR.