Civic Intelligence

Edward R and Ruby J Lea Charitable Trust A

990PF • Fiscal year 2023 • EIN 20-6862913

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
P O Box 500Carthage, TN 37030

(615) 735-1122

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.13x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.28x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,200

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$342,867

Up $11,790 (+3.6%) from 2022

Net Assets

Up

$296,925

Up $11,794 (+4.1%) from 2022

Liabilities

Down

$45,942

Down $4 (-0.0%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin83rd percentile

Revenue

Up

$35,930

Up $7,623 (+27%) from 2022

Expenses

Up

$24,136

Up $5,265 (+28%) from 2022

Net Income

Up

$11,794

Up $2,358 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $504,277Liabilities 2010: $0Net Assets 2010: $504,2772010Assets 2011: $503,331Liabilities 2011: $3,857Net Assets 2011: $499,4742011Assets 2012: $417,037Liabilities 2012: $3,857Net Assets 2012: $413,1802012Assets 2013: $406,383Liabilities 2013: $14,857Net Assets 2013: $391,5262013Assets 2014: $412,291Liabilities 2014: $26,857Net Assets 2014: $385,4342014Assets 2015: $398,447Liabilities 2015: $26,857Net Assets 2015: $371,5902015Assets 2016: $384,939Liabilities 2016: $27,043Net Assets 2016: $357,8962016Assets 2017: $390,439Liabilities 2017: $27,943Net Assets 2017: $362,4962017Assets 2018: $370,095Liabilities 2018: $28,942Net Assets 2018: $341,1532018Assets 2019: $344,203Liabilities 2019: $45,942Net Assets 2019: $298,2612019Assets 2020: $341,988Liabilities 2020: $61,612Net Assets 2020: $280,3762020Assets 2021: $321,637Liabilities 2021: $45,942Net Assets 2021: $275,6952021Assets 2022: $331,077Liabilities 2022: $45,946Net Assets 2022: $285,1312022Assets 2023: $342,867Liabilities 2023: $45,942Net Assets 2023: $296,9252023Assets 2024: $376,654Liabilities 2024: $46,669Net Assets 2024: $329,9852024

Highlighted filing

2023

Assets$342,867
Liabilities$45,942
Net Assets$296,925
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $43,8942010Expenses 2011: $10,3802011Expenses 2012: $92,4842012Revenue 2013: $10,650Expenses 2013: $32,304Net Income 2013: -$21,6542013Revenue 2014: $24,250Expenses 2014: $30,342Net Income 2014: -$6,0922014Revenue 2015: $16,337Expenses 2015: $30,181Net Income 2015: -$13,8442015Revenue 2016: $17,953Expenses 2016: $31,647Net Income 2016: -$13,6942016Revenue 2017: $17,857Expenses 2017: $13,257Net Income 2017: $4,6002017Revenue 2018: $12,534Expenses 2018: $33,877Net Income 2018: -$21,3432018Revenue 2019: -$691Expenses 2019: $42,201Net Income 2019: -$42,8922019Revenue 2020: $1,400Expenses 2020: $19,285Net Income 2020: -$17,8852020Revenue 2021: $24,153Expenses 2021: $28,834Net Income 2021: -$4,6812021Revenue 2022: $28,307Expenses 2022: $18,871Net Income 2022: $9,4362022Revenue 2023: $35,930Expenses 2023: $24,136Net Income 2023: $11,7942023Revenue 2024: $62,172Expenses 2024: $29,112Net Income 2024: $33,0602024

Highlighted filing

2023

Revenue$35,930
Expenses$24,136
Net Income$11,794
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BassTrusteePT$1,200-$1,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCumberland UniversityScholarship funds for students' education.PCLebanon, TN, US$16,864
Filing and Contact Details

Filer

Filer Name
Edward R and Ruby J Lea Charitable Tr A
EIN
20-6862913
Phone
6157351122
Address
P O Box 500, Carthage, TN 37030

Signing Officer

Name
David Bass
Title
Trustee
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lee Brenk CPA PLLC
Address
2898 Little Indian Creek Rd, Buffalo Valley, TN 38548
Preparer
Lee Brenk CPA
Phone
9312537444
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carthage
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David Bass
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157351122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Education scholarships have been provided for students at a qualified educational institution.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship funds for students' education.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Cumberland University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 Cumberland Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lebanon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037087
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016864
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03476
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016864
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020340
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016331
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016864
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Magellan Midstream Partners LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Morgan Stanley - Nondiv Dist
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Suburban Propane Ptnr
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-21
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1651
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-1462
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-21
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1651
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-1462
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt045942
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt14
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Payable - E & R Lea Trust B
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt045942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisor
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02057
TaxesSchedule/TaxesDetail/Amt0319
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Bass
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edward R and Ruby J Lea Charitable Tr A
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0206862913
ReturnHeader/Filer/PhoneNum06157351122
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 500
ReturnHeader/Filer/USAddress/CityNm0Carthage
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871404904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lee Brenk CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02898 Little Indian Creek Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Buffalo Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038548
ReturnHeader/PreparerPersonGrp/PhoneNum09312537444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee Brenk CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T08:33:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,867
Liabilities
$45,942
Net assets
$296,925
Revenue
$35,930
Expenses
$24,136
Net income
$11,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.47$3.30$0.62$0.29$0.33
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.46$2.97$0.36$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.46$2.85$0.28$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.46$2.76$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.62$2.80$0.01$0.19$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.46$2.98$0.01$0.42$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.29$3.41$0.13$0.34$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.28$3.62$0.18$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.27$3.58$0.18$0.32$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.27$3.72$0.16$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.27$3.85$0.24$0.30$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.15$3.92$0.11$0.32$0.22
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.04$4.13$0.92
2011Detailed filing. Detailed filing data is available for this year.$5.03$0.04$4.99$0.10
2010Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.44