Civic Intelligence

Edward R and Ruby J Lea Charitable Trust B

990PF • Fiscal year 2022 • EIN 20-6862914

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

78th percentile

30%

Higher net margin than 78% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$2,313

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

57th percentile

2.3%

Faster asset growth than 57% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$525,117

Up $11,739 (+2.3%) from 2021

Net Assets

Up

$525,117

Up $11,739 (+2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$39,521

Up $3,827 (+11%) from 2021

Expenses

Down

$27,782

Down $12,802 (-32%) from 2021

Net Income

Up

$11,739

Up $16,629 (+340%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $407,308Liabilities 2010: $0Net Assets 2010: $407,3082010Assets 2011: $477,867Liabilities 2011: $0Net Assets 2011: $477,8672011Assets 2012: $654,806Liabilities 2012: $0Net Assets 2012: $654,8062012Assets 2013: $642,514Liabilities 2013: $0Net Assets 2013: $642,5142013Assets 2014: $632,147Liabilities 2014: $0Net Assets 2014: $632,1472014Assets 2015: $614,569Liabilities 2015: $0Net Assets 2015: $614,5692015Assets 2016: $600,223Liabilities 2016: $0Net Assets 2016: $600,2232016Assets 2017: $611,484Liabilities 2017: $0Net Assets 2017: $611,4842017Assets 2018: $584,957Liabilities 2018: $0Net Assets 2018: $584,9572018Assets 2019: $531,845Liabilities 2019: $0Net Assets 2019: $531,8452019Assets 2020: $528,098Liabilities 2020: $9,830Net Assets 2020: $518,2682020Assets 2021: $513,378Liabilities 2021: $0Net Assets 2021: $513,3782021Assets 2022: $525,117Liabilities 2022: $0Net Assets 2022: $525,1172022Assets 2023: $540,359Liabilities 2023: $0Net Assets 2023: $540,3592023Assets 2024: $571,066Liabilities 2024: $0Net Assets 2024: $571,0662024

Highlighted filing

2022

Assets$525,117
Liabilities$0
Net Assets$525,117

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $49,5052010Expenses 2011: $19,2602011Expenses 2012: $44,7872012Revenue 2013: $19,158Expenses 2013: $31,450Net Income 2013: -$12,2922013Revenue 2014: $30,155Expenses 2014: $40,522Net Income 2014: -$10,3672014Revenue 2015: $22,368Expenses 2015: $39,946Net Income 2015: -$17,5782015Revenue 2016: $24,567Expenses 2016: $38,913Net Income 2016: -$14,3462016Revenue 2017: $26,573Expenses 2017: $15,312Net Income 2017: $11,2612017Revenue 2018: $21,630Expenses 2018: $48,157Net Income 2018: -$26,5272018Revenue 2019: $8,172Expenses 2019: $61,284Net Income 2019: -$53,1122019Revenue 2020: $10,600Expenses 2020: $24,177Net Income 2020: -$13,5772020Revenue 2021: $35,694Expenses 2021: $40,584Net Income 2021: -$4,8902021Revenue 2022: $39,521Expenses 2022: $27,782Net Income 2022: $11,7392022Revenue 2023: $45,730Expenses 2023: $30,488Net Income 2023: $15,2422023Revenue 2024: $68,036Expenses 2024: $37,329Net Income 2024: $30,7072024

Highlighted filing

2022

Revenue$39,521
Expenses$27,782
Net Income$11,739
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BassTrusteePT$2,313-$2,313
Filing and Contact Details

Filer

Filer Name
Edward R and Ruby J Lea Charitable Tr B
EIN
20-6862914
Phone
6157351122
Address
P O Box 500, Carthage, TN 37030

Signing Officer

Name
David Bass
Title
Trustee
Signed
2023-11-15
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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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
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/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Educational scholarships provided for students at seven qualified educational institutions.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt017739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education scholarship for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education scholarship for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education scholarship for students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Cumberland University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Tennessee Technological University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of Tennessee Southern
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 Cumberland Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 Willaim L Jones Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2433 W Madison St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lebanon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cookeville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pulaski
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238478
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017739
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/AppliedToCurrentYearAmt05020
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017739
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026823
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022759
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021803
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017739
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank/Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Flow Through Partnership Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1988
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21939
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1988
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21939
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11976
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23878
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Morgan Stanley - NonDiv Distr
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0996
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0996
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt045942
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0ER RJ Lea Charitable Trust A
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0n/a
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02030-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt045942
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0Cash Flow
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02011-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0Payable on Demand
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0Cash
TaxesSchedule/TaxesDetail/Amt0207
TaxesSchedule/TaxesDetail/CategoryTxt0Investment Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0103
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Bass
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edward R and Ruby J Lea Charitable Tr B
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0206862914
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/ReturnTs02023-11-15T11:53:35-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bass
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.68$0.37$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.46$0.30$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.40$0.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.36$0.41$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.28$0.10$5.18$0.11$0.24$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.08$0.61$0.53
2018Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.22$0.48$0.27
2017Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.27$0.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.25$0.39$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.22$0.40$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.30$0.41$0.10
2013Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.19$0.31$0.12
2012Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.45
2011Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.19
2010Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.50