Civic Intelligence

Edward R and Ruby J Lea Charitable Trust B

990PF • Fiscal year 2010 • EIN 20-6862914

Jan 01, 2010 to Dec 31, 2010 • Filed on May 10, 2011

PO Box 50037030
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

89th percentile

$2,025

Higher top officer pay than 89% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$407,308

No earlier filing loaded for comparison.

Net Assets

$407,308

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$49,505

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

2010

Assets$407,308
Liabilities$0
Net Assets$407,308

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

2010

Revenue-
Expenses$49,505
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 10, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BASSTrusteePT$2,025-$2,025
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCUMBERLAND UNIVERSITYEDUCATIONAL SCHOLARSHIP FOR STUDENTSN/ALEBANON, TN, US$30,000
Paid GrantFRIENDSHIP CHRISTIAN SCHOOLEDUCATIONAL SCHOLARSHIP FOR STUDENTSN/ALEBANON, TN, US$5,000
Paid GrantKIMI SCHOOL OF THEOLOGYEDUCATIONAL SCHOLARSHIP FOR STUDENTN/ASF$1,000
Paid GrantMIDDLE TENNESSEE STATE UNIVERSITYEDUCATIONAL SCHOLARSHIP FOR STUDENTN/AMURFREESBORO, TN, US$1,000
Paid GrantVOLUNTEER STATE COMMUNITY COLLEGEEDUCATIONAL SCHOLARSHIP FOR STUDENTN/AGALLATIN, TN, US$1,000
Filing and Contact Details

Filer

EIN
20-6862914
Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0281
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03300
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IRS990PF/BalanceSheets/RetainedEarningsBOY040376
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0407308
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted021165
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj021165
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IRS990PF/DistributableAmount/MinimumInvestmentReturn021468
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0303
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0435906
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0435906
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06539
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn021468
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0429367
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES L BASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode037030
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0
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IRS990PF/QualifyingDistributions/QualifyingDistributions039294
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JAMES L BASS ATTORNEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06157351122
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
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IRS990PF/SummaryOfDirectCharitableActy/Description10EDUCATIONAL SCHOLARSHIPS PROVIDED FOR THIRTY-TWO STUDENTS TO VARIOUS EDUCATIONAL INSTITUTIONS
IRS990PF/SummaryOfDirectCharitableActy/Description20EDUCATIONAL SUPPORT FOR SOUTH AFRICAN SCHOOL OF THEOLOGY
IRS990PF/SummaryOfDirectCharitableActy/Expenses1037000
IRS990PF/SummaryOfDirectCharitableActy/Expenses201000
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL SCHOLARSHIP FOR STUDENTS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CUMBERLAND UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14VOLUNTEER STATE COMMUNITY COLLEGE
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TaxesSchedule/Taxes/Category0INCOME TAX
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0206862914
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ReturnHeader/Filer/USAddress/City0CARTHAGE
ReturnHeader/Filer/USAddress/State0TN
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ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-10
ReturnHeader/Officer/Name0JAMES L BASS
ReturnHeader/Officer/Phone06157351122
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-04-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNCAN WHEELER & WILKERSON PC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10302 N MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CARTHAGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037030
ReturnHeader/Preparer/Name0LARRY TAYLOR WILKERSON CPA
ReturnHeader/Preparer/Phone06157351139
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-13T13:00:43-05:00

Document Assets

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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