Civic Intelligence

Edward R and Ruby J Lea Charitable Trust B

990PF • Fiscal year 2012 • EIN 20-6862914

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Organization Profile
PO Box 50037030
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

73rd percentile

$1,480

Higher top officer pay than 73% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

90th percentile

37%

Faster asset growth than 90% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$654,806

Up $176,939 (+37%) from 2011

Net Assets

Up

$654,806

Up $176,939 (+37%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$44,787

Up $25,527 (+133%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2012

Assets$654,806
Liabilities$0
Net Assets$654,806
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$44,787
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BASSTrusteePT$1,480-$1,480
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCUMBERLAND UNIVERSITYEDUCATIONAL SCHOLARSHIPS FOR STUDENTSN/ALEBANON, TN, US$27,000
Paid GrantFRIENDSHIP CHRISTIAN SCHOOLEDUCATIONAL SCHOLARSHIPS FOR STUDENTSN/ALEBANON, TN, US$4,000
Paid GrantTENNESSEE TECHNOLOGICAL UNIVERSITYEDUCATIONAL SCHOLARSHIPS FOR STUDENTSN/ACOOKEVILLE, TN, US$2,000
Paid GrantKIMI SCHOOL OF THEOLOGYEDUCATIONAL SCHOLARSHIP FOR STUDENTN/ASF$1,000
Paid GrantLIBERTY UNIVERSITYEDUCATIONAL SCHOLARSHIP FOR STUDENTN/ALYNCHBURG, VA, US$1,000
Filing and Contact Details

Filer

EIN
20-6862914
Raw XML Appendix364 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/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01118
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01118
AppliedToPriorYearElection/Election0TRUSTEE ELECTS TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO 2012 AND PRIOR YEARS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue075000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23321
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35106
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue44143
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue55054
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue64390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue75176
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue85440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue98545
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134906
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ARMOUR RESIDENTIAL REIT INC - 500SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AT & T INC - 150SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4BP PLC ADS - 100SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5FREEPORT MCMORAN CP&GLD - 150SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9MERCK & CO INC NEW COM - 200SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10OMEGA HEALTHCAREINV INC - 250SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11PEPCO HLDGS INC - 250SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12SUBURBAN PROPANE PARTNERS LP - 200UNITS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES L BASS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL SCHOLARSHIPS FOR STUDENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL SCHOLARSHIPS FOR STUDENTS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13LIBERTY UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TENNESSEE TECHNOLOGICAL UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101 CUMBERLAND SQUARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11500 COLES FERRY PIKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121971 UNIVERSITY BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131 WILLIAM L JONES DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEBANON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEBANON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LYNCHBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3COOKEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037087
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137090
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode224502
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode338505
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear02180
IRS990PF/UndistributedIncome/AppliedToPriorYears018855
IRS990PF/UndistributedIncome/AppliedToYear1015823
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted023352
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions036858
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears018855
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY021172
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear015823
OtherExpensesSchedule/OtherExpenses/Description0CERTIFICATE OF DEPOSIT - EARLY WITHDRAWAL PENALTY
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome074
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks074
OtherIncreasesSchedule/OtherIncreases/Amount0202500
OtherIncreasesSchedule/OtherIncreases/Description0CASH - RECEIVED FROM INITIAL GRANTORS WHEN FUND ESTABLISHED
TaxesSchedule/Taxes/Amount05930
TaxesSchedule/Taxes/Category0INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0206862914
ReturnHeader/Filer/Name/BusinessNameLine10EDWARD R AND RUBY J LEA CHARITABLE TRUST B
ReturnHeader/Filer/NameControl0EDWA
ReturnHeader/Filer/Phone06157351122
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 500
ReturnHeader/Filer/USAddress/City0CARTHAGE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037030
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0JAMES L BASS
ReturnHeader/Officer/Phone06157351122
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/EIN0621756307
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T09:50:37-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$654,806
Liabilities
$0
Net assets
$654,806
Revenue
-
Expenses
$44,787
Net income
-
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