Civic Intelligence

Homer a and Ida S Jones Trust

EIN 58-1535978 • Bristol, TN

105 Landmark LaneBristol, TN 37620
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,641 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $3,641 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$0

Up $2,540 (+100%) from 2023

Expenses

Down

$3,641

Down $453,162 (-99%) from 2023

Net Income

Up

-$3,641

Up $455,702 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,030,011Liabilities 2011: $02011Assets 2012: $989,392Liabilities 2012: $02012Assets 2013: $875,402Liabilities 2013: $02013Assets 2014: $803,881Liabilities 2014: $02014Assets 2015: $708,679Liabilities 2015: $0Net Assets 2015: $708,6792015Assets 2016: $611,376Liabilities 2016: $0Net Assets 2016: $611,3762016Assets 2017: $593,533Liabilities 2017: $0Net Assets 2017: $593,5332017Assets 2018: $856,131Liabilities 2018: $0Net Assets 2018: $856,1312018Assets 2019: $802,095Liabilities 2019: $0Net Assets 2019: $802,0952019Assets 2020: $722,231Liabilities 2020: $0Net Assets 2020: $722,2312020Assets 2021: $616,945Liabilities 2021: $0Net Assets 2021: $616,9452021Assets 2022: $462,985Liabilities 2022: $0Net Assets 2022: $462,9852022Assets 2023: $3,641Liabilities 2023: $0Net Assets 2023: $3,6412023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2011: $246,495Expenses 2011: $69,792Net Income 2011: $176,7032011Revenue 2012: $39,424Expenses 2012: $79,096Net Income 2012: -$39,6722012Revenue 2013: $84,924Expenses 2013: $198,914Net Income 2013: -$113,9902013Revenue 2014: $131,926Expenses 2014: $204,062Net Income 2014: -$72,1362014Revenue 2015: $14,185Expenses 2015: $109,387Net Income 2015: -$95,2022015Revenue 2016: $57,993Expenses 2016: $172,837Net Income 2016: -$114,8442016Revenue 2017: $53,466Expenses 2017: $71,184Net Income 2017: -$17,7182017Revenue 2018: $346,256Expenses 2018: $83,474Net Income 2018: $262,7822018Revenue 2019: $31,248Expenses 2019: $84,100Net Income 2019: -$52,8522019Revenue 2020: $106,168Expenses 2020: $186,007Net Income 2020: -$79,8392020Revenue 2021: $118,240Expenses 2021: $223,537Net Income 2021: -$105,2972021Revenue 2022: $35,111Expenses 2022: $189,071Net Income 2022: -$153,9602022Revenue 2023: -$2,540Expenses 2023: $456,803Net Income 2023: -$459,3432023Revenue 2024: $0Expenses 2024: $3,641Net Income 2024: -$3,6412024

Highlighted filing

2024

Revenue$0
Expenses$3,641
Net Income-$3,641
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$3,641
Net income
-$3,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.46$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04$0.19$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.12$0.22$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.35$0.08$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.11$0.10
2014Summary only. Only limited summary data is available for this year.$0.80$0.00$0.13$0.20$0.07
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.08$0.20$0.11
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.25$0.07$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nell King BiegerTrustee-$0--
Diana J MawhinneyTrustee-$0--
Sara J KonhausTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Homer A and Ida S Jones Trust
EIN
58-1535978
In Care Of
% Nell King Bieger
Phone
4237645535
Address
105 Landmark Lane, Bristol, TN 37620

Signing Officer

Name
Nell King Bieger
Title
Trustee
Phone
4237645535
Signed
2025-05-12
Raw XML Appendix215 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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LiquidationExplanationStmt/ExplanationTxt0As part of the substantial contraction that occurred in December 2023, final distributions were made to two separate Schwab Charitable Donor-Advised Funds. On January 5, 2024, $103.57 was distributed to Schwab Charitable Donor-Advised Fund for Homer and Ida Jones Charitable Fund, of which co-Trustee Sara Konhause is an advisor; and on January 5, 2024, $230.75 was distributed to Schwab Charitable Donor-Advised Fund for Diana Jones Charitable Account, of which co-Trustee Diana Mawhinney is an advisor. None of the distributions were counted towards the required qualifying distributions for 2024.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03307
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Estimated Tax Payment
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NELL KING BIEGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04237645535
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Homer A and Ida S Jones Trust
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0581535978
ReturnHeader/Filer/InCareOfNm0% Nell King Bieger
ReturnHeader/Filer/PhoneNum04237645535
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 Landmark Lane
ReturnHeader/Filer/USAddress/CityNm0Bristol
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037620
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-12T15:21:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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