Civic Intelligence

Beth and Thomas a Lupton Jr Family Foundation

990PF • Fiscal year 2020 • EIN 26-1284779

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 18, 2021

Organization Profile
P O Box 250Hixson, TN 37343

(423) 894-3420

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-27026%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

1654%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,638,699

Up $1,545,290 (+1654%) from 2019

Net Assets

Up

$1,638,699

Up $1,545,290 (+1654%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$3,694

Down $114,488 (-97%) from 2019

Expenses

Up

$1,002,016

Up $883,823 (+748%) from 2019

Net Income

Down

-$998,322

Down $998,311 (-9075555%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $93,409Liabilities 2019: $0Net Assets 2019: $93,4092019Assets 2020: $1,638,699Liabilities 2020: $0Net Assets 2020: $1,638,6992020Assets 2021: $1,560,132Liabilities 2021: $0Net Assets 2021: $1,560,1322021Assets 2022: $1,515,081Liabilities 2022: $0Net Assets 2022: $1,515,0812022Assets 2023: $1,371,565Liabilities 2023: $0Net Assets 2023: $1,371,5652023Assets 2024: $1,342,253Liabilities 2024: $0Net Assets 2024: $1,342,2532024

Highlighted filing

2020

Assets$1,638,699
Liabilities$0
Net Assets$1,638,699
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $118,182Expenses 2019: $118,193Net Income 2019: -$112019Revenue 2020: $3,694Expenses 2020: $1,002,016Net Income 2020: -$998,3222020Revenue 2021: $22,416Expenses 2021: $7,405Net Income 2021: $15,0112021Revenue 2022: -$34,607Expenses 2022: $10,444Net Income 2022: -$45,0512022Revenue 2023: -$74,584Expenses 2023: $68,932Net Income 2023: -$143,5162023Revenue 2024: $56,551Expenses 2024: $85,863Net Income 2024: -$29,3122024

Highlighted filing

2020

Revenue$3,694
Expenses$1,002,016
Net Income-$998,322
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBRIEL MARLEY LUPTON STRANGTrustee-$0--
THOMAS ALLEN LUPTON IIITrustee-$0--
BETH MADDIN LUPTON CRIMMINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Beth and Thomas a Lupton
EIN
26-1284779
Phone
4238943420
Address
P O BOX 250, HIXSON, TN 37343

Signing Officer

Name
Kimbriel Marley Lupton Strang
Title
Trustee
Phone
4238943420
Signed
2021-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Chambliss Bahner & Stophel Pc
Address
605 CHESTNUT STREET SUITE 1700, CHATTANOOGA, TN 37450-0019
Preparer
W King Copler
Phone
4237563000
Raw XML Appendix269 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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OtherIncreasesSchedule/OtherIncreasesDetail/Amt02543612
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE - PROCEEDS FROM FOUNDATION OWNED LIFE INSURANCE POLICY
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBRIEL MARLEY LUPTON STRANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04238943420
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETH AND THOMAS A LUPTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0261284779
ReturnHeader/Filer/PhoneNum04238943420
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 250
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037343
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621674553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAMBLISS BAHNER & STOPHEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0605 CHESTNUT STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0374500019
ReturnHeader/PreparerPersonGrp/PhoneNum04237563000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W KING COPLER
ReturnHeader/ReturnTs02021-03-18T12:09:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBRIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARLEY LUPTON STRANG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,638,699
Liabilities
$0
Net assets
$1,638,699
Revenue
$3,694
Expenses
$1,002,016
Net income
-$998,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.06$0.09$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.07$0.07$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.03$0.01$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.02$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.00$1.00$1.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.12$0.12$0.00