Civic Intelligence

Edward R and Ruby J Lea Charitable Trust A

990PF • Fiscal year 2019 • EIN 20-6862913

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO 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

82nd percentile

0.13x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

6207%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

31st percentile

-7.0%

Faster asset growth than 31% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$344,203

Down $25,892 (-7.0%) from 2018

Net Assets

Down

$298,261

Down $42,892 (-13%) from 2018

Liabilities

Up

$45,942

Up $17,000 (+59%) from 2018

Revenue

Down

-$691

Down $13,225 (-106%) from 2018

Expenses

Up

$42,201

Up $8,324 (+25%) from 2018

Net Income

Down

-$42,892

Down $21,549 (-101%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$344,203
Liabilities$45,942
Net Assets$298,261

Operations Trend

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

2019

Revenue-$691
Expenses$42,201
Net Income-$42,892
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BASS ATTORNEYTrusteePT$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Edward R and Ruby J Lea Charitable
EIN
20-6862913
Phone
6157351122
Address
PO BOX 500, CARTHAGE, TN 37030

Signing Officer

Name
J David Bass
Title
Trustee
Phone
6157351122
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Duncan Wheeler & Wilkerson Pc Cpas
Address
302 N MAIN ST, CARTHAGE, TN 37030
Preparer
Larry Taylor Wilkerson CPA
Phone
6157351139
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0383224
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06150
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020193
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0403856
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032595
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARTHAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID BASS ATTORNEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157351122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL SCHOLARSHIPS PROVIDED FOR STUDENTS AT EDUCATIONAL INSTITUTIONS
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP FOR STUDENTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 CUMBERLAND SQUARE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt08428
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019682
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032595
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt08428
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015670
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019682
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUCKEYE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUBURBAN PROPANE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02672
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-33
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2157
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY BROKER ACCOUNT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BUCKEYE PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SUBURBAN PROPANE PARTNES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02672
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-33
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2157
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02672
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-33
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2157
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt028942
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE - EDWARD R & RUBY J LEA CHARITABLE TRUST B
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt045942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04087
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04087
TaxesSchedule/TaxesDetail/Amt0307
TaxesSchedule/TaxesDetail/Amt12528
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J DAVID BASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157351122
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD R AND RUBY J LEA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST A
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0206862913
ReturnHeader/Filer/PhoneNum06157351122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 500
ReturnHeader/Filer/USAddress/CityNm0CARTHAGE

Document Assets

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Filings

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