Civic Intelligence

Homer a Summers Charitable Trust

990EZ • Fiscal year 2016 • EIN 20-7501839

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 25, 2017

Organization ProfileN/A
710 Crestview StreetGreenfield, TN 38230

(731) 235-3409

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

0.7%

Faster asset growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

0.3%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$441,461

Up $3,164 (+0.7%) from 2015

Net Assets

Up

$440,961

Up $2,664 (+0.6%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$6,077

Up $17 (+0.3%) from 2015

Expenses

Down

$3,413

Down $5,266 (-61%) from 2015

Net Income

Up

$2,664

Up $5,283 (+202%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2010: $434,688Liabilities 2010: $0Net Assets 2010: $434,6882010Assets 2011: $434,004Liabilities 2011: $0Net Assets 2011: $434,0042011Assets 2012: $434,673Liabilities 2012: $0Net Assets 2012: $434,6732012Assets 2013: $439,707Liabilities 2013: $0Net Assets 2013: $439,7072013Assets 2014: $440,916Liabilities 2014: $0Net Assets 2014: $440,9162014Assets 2015: $438,297Net Assets 2015: $438,2972015Assets 2016: $441,461Net Assets 2016: $440,9612016Assets 2017: $437,643Net Assets 2017: $437,6432017Assets 2019: $438,932Liabilities 2019: $0Net Assets 2019: $438,9322019Assets 2020: $440,305Liabilities 2020: $0Net Assets 2020: $440,3052020Assets 2021: $437,407Liabilities 2021: $0Net Assets 2021: $437,4072021Assets 2022: $440,445Liabilities 2022: $0Net Assets 2022: $440,4452022Assets 2023: $447,348Liabilities 2023: $0Net Assets 2023: $447,3482023Assets 2024: $453,536Liabilities 2024: $0Net Assets 2024: $453,2342024Assets 2025: $460,577Liabilities 2025: $0Net Assets 2025: $461,5782025

Highlighted filing

2016

Assets$441,461
Liabilities-
Net Assets$440,961
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

$30K$20K$10K$0-$10KExpenses 2010: $13,4832010Expenses 2011: $12,9622011Expenses 2012: $9,5312012Revenue 2013: $8,317Expenses 2013: $3,283Net Income 2013: $5,0342013Revenue 2014: $3,648Expenses 2014: $2,439Net Income 2014: $1,2092014Revenue 2015: $6,060Expenses 2015: $8,679Net Income 2015: -$2,6192015Revenue 2016: $6,077Expenses 2016: $3,413Net Income 2016: $2,6642016Revenue 2017: $6,060Expenses 2017: $9,878Net Income 2017: -$3,8182017Revenue 2019: $7,335Expenses 2019: $5,138Net Income 2019: $2,1972019Revenue 2020: $9,786Expenses 2020: $8,413Net Income 2020: $1,3732020Revenue 2021: $4,329Expenses 2021: $7,227Net Income 2021: -$2,8982021Revenue 2022: $5,965Expenses 2022: $2,927Net Income 2022: $3,0382022Revenue 2023: $18,377Expenses 2023: $11,474Net Income 2023: $6,9032023Revenue 2024: $21,874Expenses 2024: $15,988Net Income 2024: $5,8862024Revenue 2025: $20,846Expenses 2025: $12,804Net Income 2025: $8,0422025

Highlighted filing

2016

Revenue$6,077
Expenses$3,413
Net Income$2,664
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 25, 2017
Return Version
2016v3.0
Gross Receipts
$6,077
Mission and Program Overview

Mission

To provide for upkeep and maintenance for the Meridian

To provide for upkeep and maintenance for the meridian cemetary in greenfield, tennessee. In addition, the trust provides for additional support for the meridian church in greenfield, tennessee.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.-$3,413
TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANE JOHNSONTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Homer a Summers Charitable Trust
EIN
20-7501839
Address
710 CRESTVIEW STREET, GREENFIELD, TN 38230

Signing Officer

Name
Shane Johnson
Title
Trustee
Signed
2017-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Cowart Reese Sargent Cpas
Address
304 BROADWAY ST, MARTIN, TN 38237
Preparer
David R Horner CPA
Phone
7315874221
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 148 total 148”

Form 990-ez, Part III

“To provide for upkeep and maintenance for the meridian cemetary in greenfield, tennessee. In addition, the trust provides for additional support for the meridian church in greenfield, tennessee.”

Form 990-ez, Part III, Line 31

“To provide for upkeep and maintenance for the meridian cemetary in greenfield, tennessee. In addition, the trust provides for additional support for the meridian church in greenfield, tennessee.”

Raw XML Appendix112 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANE JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07312353409
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0710 CRESTVIEW STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0438297
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0441461
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02664
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0765
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0438297
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0441461
IRS990EZ/GrossReceiptsAmt06077
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06077
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0438297
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0440961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0438297
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0441461
IRS990EZ/OccupancyRentUtltsAndMaintAmt02000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0148
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03413
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03413
IRS990EZ/TotalProgramServiceExpensesAmt03413
IRS990EZ/TotalRevenueAmt06077
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012137
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt012137
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06060
IRS990ScheduleA/Total509Grp/TotalAmt012137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06060
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 148 TOTAL 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FOR UPKEEP AND MAINTENANCE FOR THE MERIDIAN CEMETARY IN GREENFIELD, TENNESSEE. IN ADDITION, THE TRUST PROVIDES FOR ADDITIONAL SUPPORT FOR THE MERIDIAN CHURCH IN GREENFIELD, TENNESSEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOMER A SUMMERS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0207501839
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 CRESTVIEW STREET
ReturnHeader/Filer/USAddress/CityNm0GREENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ADA53583B07ED4F182263C6C0B013AE1558C919B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B7326AAB35398C43AF1D07125926A2F79F480A2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273218230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COWART REESE SARGENT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 BROADWAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038237
ReturnHeader/PreparerPersonGrp/PhoneNum07315874221
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R HORNER CPA
ReturnHeader/ReturnTs02017-01-28T08:17:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,461
Liabilities
-
Net assets
$440,961
Revenue
$6,077
Expenses
$3,413
Net income
$2,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.62$0.21$0.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.53$0.22$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.18$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.06$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.04$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.10$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.07$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.38$4.38$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.41$4.41$0.06$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.38$4.38$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.04$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.08$0.03$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.00$4.35$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.00$4.35$0.13