Civic Intelligence

Homer a Summers Charitable Trust

990 • Fiscal year 2023 • EIN 20-7501839

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 19, 2024

Organization ProfileN/A
710 Crestview StGreenfield, TN 38230

(731) 514-8092

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.00x

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

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

38%

Higher net margin than 79% of similar nonprofits.

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

1.6%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

208%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$447,348

Up $6,903 (+1.6%) from 2022

Net Assets

Up

$447,348

Up $6,903 (+1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin79th percentile

Revenue

Up

$18,377

Up $12,412 (+208%) from 2022

Expenses

Up

$11,474

Up $8,547 (+292%) from 2022

Net Income

Up

$6,903

Up $3,865 (+127%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$447,348
Liabilities$0
Net Assets$447,348
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$18,377
Expenses$11,474
Net Income$6,903
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2024
Return Version
2023v5.0
Gross Receipts
$18,377
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 TN In addition the Trust provides for additional support

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$440,445$447,348▲ $6,903
Savings and Temporary Cash Investments$432,851$432,851→ $0
Cash and Non-Interest-Bearing Accounts$7,594$14,497▲ $6,903
Total Assets$440,445$447,348▲ $6,903
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$440,445$447,348▲ $6,903
Total Liabilities and Net Assets / Fund Balance$440,445$447,348▲ $6,903
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Shane JohnsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,377
Other Revenue
$0
Change in Net Assets
$6,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,474
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,126--$6,126
All Other Expenses$4,500--$4,500
Fees for Services Management$500--$500
Fees for Services Accounting$160--$160
Insurance$148--$148
Other Expenses$40--$40
Total Functional Expenses$11,474$0$0$11,474
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“No review was or will be conducted”

Part VI Line 19

“No documents available to the public”

Part VI Line 11B

“No review was or will be conducted”

Part VI Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Homer A Summers Charitable Trust
EIN
20-7501839
In Care Of
% Shane Johnson
Phone
7315148092
Address
710 Crestview St, Greenfield, TN 38230

Signing Officer

Name
Shane Johnson
Title
Trustee
Phone
7315148092
Signed
2024-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shane Johnson
Legal Domicile
Tn
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Elam Tax & Accounting
Address
485 JACKSON ST, GREENFIELD, TN 38230-1949
Preparer
Bethany J Elam
Phone
7313324075
Supplemental Narrative

Additional Explanations

Part IX Line 11G

“PASTOR'S SALARY Total expenses - $6126.00 Program service expenses - $6126.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Part IX Line 24E

“MAINTENANCE & UPKEEP Total expenses - $4500.00 Program service expenses - $4500.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

Raw XML Appendix257 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.

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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PASTOR'S SALARY Total expenses - $6126.00 Program service expenses - $6126.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTENANCE & UPKEEP Total expenses - $4500.00 Program service expenses - $4500.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI LINE 19
IRS990/SchoolOperatingInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07315148092
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
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ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0207501839
ReturnHeader/Filer/InCareOfNm0% Shane Johnson
ReturnHeader/Filer/PhoneNum07315148092
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 Crestview St
ReturnHeader/Filer/USAddress/CityNm0Greenfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038230
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934820776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elam Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0485 JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0382301949
ReturnHeader/PreparerPersonGrp/PhoneNum07313324075
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETHANY J ELAM
ReturnHeader/ReturnTs02024-03-17T20:31:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,348
Liabilities
$0
Net assets
$447,348
Revenue
$18,377
Expenses
$11,474
Net income
$6,903
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