Civic Intelligence

Edward R and Ruby J Lea Charitable Trust B

990PF • Fiscal year 2019 • EIN 20-6862914

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-650%

Higher net margin than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$4,500

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 55.1% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

15th percentile

-9.1%

Faster asset growth than 15% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$531,845

Down $53,112 (-9.1%) from 2018

Net Assets

Down

$531,845

Down $53,112 (-9.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$8,172

Down $13,458 (-62%) from 2018

Expenses

Up

$61,284

Up $13,127 (+27%) from 2018

Net Income

Down

-$53,112

Down $26,585 (-100%) from 2018

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

2019

Assets$531,845
Liabilities$0
Net Assets$531,845

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

2019

Revenue$8,172
Expenses$61,284
Net Income-$53,112
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 BASSTrusteePT$4,500-$4,500
Filing and Contact Details

Filer

Filer Name
Edward R and Ruby J Lea Charitable
EIN
20-6862914
Phone
6157351122
Address
PO BOX 500, CARTHAGE, TN 37030

Signing Officer

Name
D James 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/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt026530
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt026530
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0462508
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07538
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024750
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0495005
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L BASS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARTHAGE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt048706
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt048706
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt048706
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0MAIN ST
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/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL SCHOLARSHIPS PROVIDED FOR STUDENTS AT EDUCATIONAL INSTITUTIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIPS FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CUMBERLAND UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 CUMBERLAND SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEBANON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037087
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03987
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt015315
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029404
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048706
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt015315
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029404
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0721
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01442
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0721
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUBURBAN PROPANE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUCKEYE PARTNERS LP - K-1 FLOW THROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt238
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-33
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1913
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2157
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BUCKEYE PARTNERS LP - K-1 FLOW THROUGH
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MORGAN STANLEY
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SUBURBAN PROPANE LP

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