Civic Intelligence

The Soddy Daisy and Montlake Historical Society

EIN 47-4940179 • 501(c)3 • Soddy Daisy, TN

Pub. 78 Eligible990-N CoverageNTEE A80

Profile

Educate public of town history

10719 Jenkins RoadSoddy Daisy, TN 37379

soddy, daisy & montlake historical association

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

45%

Higher net margin than 71% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE A80 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-33%

Faster revenue growth than 32% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$180,479

Up $16,239 (+9.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$180,479

Up $16,239 (+9.9%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin71st percentile

Revenue

Down

$36,011

Down $17,669 (-33%) from 2024

Expenses

Down

$19,772

Down $32,799 (-62%) from 2024

Net Income

Up

$16,239

Up $15,130 (+1364%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2023: $163,131Liabilities 2023: $0Net Assets 2023: $163,1312023Assets 2024: $164,240Liabilities 2024: $0Net Assets 2024: $164,2402024Assets 2025: $180,479Liabilities 2025: $0Net Assets 2025: $180,4792025

Highlighted filing

2025

Assets$180,479
Liabilities$0
Net Assets$180,479
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2023: $121,811Expenses 2023: $18,520Net Income 2023: $103,2912023Revenue 2024: $53,680Expenses 2024: $52,571Net Income 2024: $1,1092024Revenue 2025: $36,011Expenses 2025: $19,772Net Income 2025: $16,2392025

Highlighted filing

2025

Revenue$36,011
Expenses$19,772
Net Income$16,239
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,479
Liabilities
$0
Net assets
$180,479
Revenue
$36,011
Expenses
$19,772
Net income
$16,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.36$0.20$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.54$0.53$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.22$0.19$1.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 11, 2026
Return Version
2025v4.0
Gross Receipts
$36,011
Mission and Program Overview

Mission

Educate public of town history

Program Services

DescriptionGrantsExpenses
GAVE TOURS THROUGH HISTORY BUILDING-$19,772
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE SMITHPresidentPT$0--
BILL SHADWICKVice PresidentPT$0--
KELLI RICHARDSONSecretaryPT$0--
LINDA SNEEDTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Soddy Daisy and Montlake Historical Society
EIN
47-4940179
In Care Of
% STEVE SMITH
Phone
4237180528
Address
10719 JENKINS ROAD, Soddy Daisy, TN 37379

Signing Officer

Name
Steve Smith
Title
President
Phone
4237180528
Signed
2026-03-11
Discuss with paid preparer
No

Preparer

Firm
Fairbanks Bookkeeping and Tax Servi
Address
8319-C Ellie Plaza, Hixson, TN 37343
Preparer
Randy Fairbanks
Phone
4234683791
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountADMISSIONS 2,247BOOK SALES 2,669”

Description of other expenses Part I line 16

“Description AmountSECURITY 964”

Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04237180528
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Soddy Daisy
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028151
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SHADWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLI RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA SNEED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0964
IRS990EZ/OtherRevenueTotalAmt04916
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE PUBLIC OF TOWN HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GAVE TOURS THROUGH HISTORY BUILDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019772
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019772
IRS990EZ/TotalProgramServiceExpensesAmt019772
IRS990EZ/TotalRevenueAmt036011
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0111137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0194756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0705
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02559
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09048
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05870
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0561
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01828
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99140
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0209674
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035450
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMISSIONS 2,247BOOK SALES 2,669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSECURITY 964
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04237180528
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SODDY DAISY AND MONTLAKE HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SODD
ReturnHeader/Filer/EIN0474940179
ReturnHeader/Filer/InCareOfNm0% STEVE SMITH
ReturnHeader/Filer/PhoneNum04237180528
ReturnHeader/Filer/USAddress/AddressLine1Txt010719 JENKINS ROAD
ReturnHeader/Filer/USAddress/CityNm0Soddy Daisy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037379
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08319-C Ellie Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hixson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037343
ReturnHeader/PreparerPersonGrp/PhoneNum04234683791
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-11T14:18:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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