Civic Intelligence

Dixie Line Credit Union

990 • Fiscal year 2019 • EIN 62-0631778

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

567 Veritas StreetNashville, TN 37211

(615) 331-5121

Siviq Scores

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

Liabilities / Assets

38th percentile

0.84x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

16.19x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2019

Net Margin

11th percentile

-2.8%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$58,517

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2019 filings • 501(c)14 • $10M-$25M nonprofits • Source year 2019

Asset Growth

91st percentile

9.7%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

4.5%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)14 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$11,997,964

Up $1,060,354 (+9.7%) from 2018

Net Assets

Down

$1,938,069

Down $17,328 (-0.9%) from 2018

Liabilities

Up

$10,059,895

Up $1,077,682 (+12%) from 2018

Revenue

Up

$621,439

Up $26,741 (+4.5%) from 2018

Expenses

Up

$638,767

Up $122,021 (+24%) from 2018

Net Income

Down

-$17,328

Down $95,280 (-122%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,511,407Liabilities 2010: $5,956,681Net Assets 2010: $1,554,7262010Assets 2011: $8,276,237Liabilities 2011: $6,694,295Net Assets 2011: $1,581,9422011Assets 2012: $8,066,552Liabilities 2012: $6,639,449Net Assets 2012: $1,427,1032012Assets 2013: $7,796,182Liabilities 2013: $6,337,339Net Assets 2013: $1,458,8432013Assets 2014: $7,908,867Liabilities 2014: $6,326,596Net Assets 2014: $1,582,2712014Assets 2015: $8,954,229Liabilities 2015: $7,166,207Net Assets 2015: $1,788,0222015Assets 2016: $9,969,557Liabilities 2016: $8,330,611Net Assets 2016: $1,638,9462016Assets 2017: $11,134,942Liabilities 2017: $9,257,497Net Assets 2017: $1,877,4452017Assets 2018: $10,937,610Liabilities 2018: $8,982,213Net Assets 2018: $1,955,3972018Assets 2019: $11,997,964Liabilities 2019: $10,059,895Net Assets 2019: $1,938,0692019Assets 2020: $12,942,414Liabilities 2020: $10,951,557Net Assets 2020: $1,990,8572020Assets 2021: $12,473,443Liabilities 2021: $10,404,092Net Assets 2021: $2,069,3512021Assets 2022: $12,133,176Liabilities 2022: $9,947,076Net Assets 2022: $2,186,1002022Assets 2023: $11,595,689Liabilities 2023: $9,236,312Net Assets 2023: $2,359,3772023Assets 2024: $12,785,560Liabilities 2024: $10,342,835Net Assets 2024: $2,442,7252024Assets 2025: $13,191,363Liabilities 2025: $10,921,566Net Assets 2025: $2,269,7972025

Highlighted filing

2019

Assets$11,997,964
Liabilities$10,059,895
Net Assets$1,938,069

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $461,6872010Expenses 2011: $473,8452011Expenses 2012: $599,6782012Revenue 2013: $444,508Expenses 2013: $406,810Net Income 2013: $37,6982013Revenue 2014: $414,972Expenses 2014: $333,729Net Income 2014: $81,2432014Revenue 2015: $472,930Expenses 2015: $334,106Net Income 2015: $138,8242015Revenue 2016: $489,886Expenses 2016: $435,751Net Income 2016: $54,1352016Revenue 2017: $563,849Expenses 2017: $503,177Net Income 2017: $60,6722017Revenue 2018: $594,698Expenses 2018: $516,746Net Income 2018: $77,9522018Revenue 2019: $621,439Expenses 2019: $638,767Net Income 2019: -$17,3282019Revenue 2020: $545,634Expenses 2020: $492,846Net Income 2020: $52,7882020Revenue 2021: $503,138Expenses 2021: $424,644Net Income 2021: $78,4942021Revenue 2022: $607,520Expenses 2022: $490,771Net Income 2022: $116,7492022Revenue 2023: $755,346Expenses 2023: $582,069Net Income 2023: $173,2772023Revenue 2024: $894,766Expenses 2024: $811,418Net Income 2024: $83,3482024Revenue 2025: $922,945Expenses 2025: $1,067,854Net Income 2025: -$144,9092025

Highlighted filing

2019

Revenue$621,439
Expenses$638,767
Net Income-$17,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$621,439
Mission and Program Overview

Mission

CREDIT UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$7,067,896$7,369,678▲ $301,782
Investments Other Securities$2,755,000$2,860,000▲ $105,000
Rtn Earn Endowment Incm Other Fnds$1,955,397$1,938,069▼ $17,328
Savings and Temporary Cash Investments$506,712$1,212,612▲ $705,900
Cash and Non-Interest-Bearing Accounts$138,463$97,798▼ $40,665
Receivables From Officers Etc$0$50,302▲ $50,302
Land, Buildings, and Equipment, Net$51,566$48,955▼ $2,611
Total Assets$10,937,610$11,997,964▲ $1,060,354
Other Assets Total$417,973$358,619▼ $59,354
Liabilities
Other Liabilities$8,972,969$10,043,103▲ $1,070,134
Accounts Payable and Accrued Expenses$9,244$16,792▲ $7,548
Total Liabilities$8,982,213$10,059,895▲ $1,077,682
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,955,397$1,938,069▼ $17,328
Total Liabilities and Net Assets / Fund Balance$10,937,610$11,997,964▲ $1,060,354

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,312$68,503$84,815
Buildings$22,996$59,402$82,398
Leasehold Improvements$9$18,035$18,044
Land$9,638-$9,638
Other Assets Org$358,619--
Other Securities$2,860,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy JonesManagerFT$58,517$58,517
Melissa RiddleCFO/TreasurerFT$45,990$45,990

Board Members and Trustees

NameTitle
Joseph P BurnsPresident
James BraselVice President
Travis SheltonDirector
Ronald WaynickSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$491,851
Investment Income
$87,985
Other Revenue
$41,603
Change in Net Assets
$-17,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,567
Salaries, Compensation, and Employee Benefits$218,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$137,886$0$0$137,886
Other Salaries and Wages$135,874$0$0$135,874
Current Officers, Directors, Trustees, and Key Employees$58,517$0$0$58,517
Office Expenses$38,382$0$0$38,382
Occupancy$18,410$0$0$18,410
Payroll Taxes$15,514$0$0$15,514
Conferences and Meetings$8,671$0$0$8,671
Other Employee Benefits$0$0$0$8,295
Fees for Services Accounting$3,762$0$0$3,762
Travel$319$0$0$319
Total Functional Expenses$630,472$0$0$638,767
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$0$50,302▲ $50,302
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member deposits$10,043,103
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Dixie Line Credit Union
EIN
62-0631778
Phone
6153315121
Address
567 Veritas Street, Nashville, TN 37211

Signing Officer

Name
Joseph P Burns Sr
Title
President
Phone
6153315121
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph P Burns Sr
Formed
1992
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
5

Preparer

Firm
Milton G Anderson CPA Pc
Address
3640A Central Pike, Hermitage, TN 37076
Preparer
Milton G Anderson CPA
Phone
6159426547
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

BOARD MEETING

Pt VI, Line 15A

COMPENSATON COMMITTEE

Pt VI, Line 15B

COMPENSATION COMMITTE

Pt VI, Line 19

UPON REQUEST

Pt VI, Line 6

CU MEMBERS

Pt VI, Line 7A

SEPARATE COMMITTEE

Pt VI, Line 7B

CU BOARD OR COMMITTEE

Pt VI, Line 12C

CU BOARD OBSERVATION

Pt XI

Line 10: cu adjustments to fixed assets

Raw XML AppendixShowing 400 of 429 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09244
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016792
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Credit Union
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHY JONES
IRS990/BooksInCareOfDetail/PhoneNum06153315121
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0567 Veritas Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Nashville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037211
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0138463
IRS990/CashNonInterestBearingGrp/EOYAmt097798
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt058517
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt058517
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08671
IRS990/ConferencesMeetingsGrp/TotalAmt08671
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt087985
IRS990/CYOtherExpensesAmt0420567
IRS990/CYOtherRevenueAmt041603
IRS990/CYProgramServiceRevenueAmt0491851
IRS990/CYRevenuesLessExpensesAmt0-17328
IRS990/CYSalariesCompEmpBnftPaidAmt0218200
IRS990/CYTotalExpensesAmt0638767
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0621439
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03762
IRS990/FeesForServicesAccountingGrp/TotalAmt03762
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Joseph P Burns
IRS990/Form990PartVIISectionAGrp/PersonNm1James Brasel
IRS990/Form990PartVIISectionAGrp/PersonNm2Ronald Waynick
IRS990/Form990PartVIISectionAGrp/PersonNm3Kathy Jones
IRS990/Form990PartVIISectionAGrp/PersonNm4Travis Shelton
IRS990/Form990PartVIISectionAGrp/PersonNm5Melissa Riddle
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt358517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt545990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5CFO/Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0621439
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087985
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02755000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02860000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0145940
IRS990/LandBldgEquipBasisNetGrp/BOYAmt051566
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048955
IRS990/LandBldgEquipCostOrOtherBssAmt0194895
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt013653
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt013653
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Credit Union
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01955397
IRS990/NetAssetsOrFundBalancesEOYAmt01938069
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt018410
IRS990/OccupancyGrp/TotalAmt018410
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt038382
IRS990/OfficeExpensesGrp/TotalAmt038382
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0417973
IRS990/OtherAssetsTotalGrp/EOYAmt0358619
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08295
IRS990/OtherExpensesGrp/Desc0NON-OP
IRS990/OtherExpensesGrp/Desc1PLLL
IRS990/OtherExpensesGrp/Desc2Operational expenses
IRS990/OtherExpensesGrp/Desc3Interest on members deposits
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt013938
IRS990/OtherExpensesGrp/ProgramServicesAmt197541
IRS990/OtherExpensesGrp/ProgramServicesAmt2101658
IRS990/OtherExpensesGrp/ProgramServicesAmt3137886
IRS990/OtherExpensesGrp/TotalAmt013938
IRS990/OtherExpensesGrp/TotalAmt197541
IRS990/OtherExpensesGrp/TotalAmt2101658
IRS990/OtherExpensesGrp/TotalAmt3137886
IRS990/OtherLiabilitiesGrp/BOYAmt08972969
IRS990/OtherLiabilitiesGrp/EOYAmt010043103
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0Fees and Charges
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027950
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt041603
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0135874
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135874
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07067896
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07369678
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt015514
IRS990/PayrollTaxesGrp/TotalAmt015514
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Joseph P Burns Sr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/Desc0Loan interest income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0491851
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt055347
IRS990/PYOtherExpensesAmt0324520
IRS990/PYOtherRevenueAmt0131709
IRS990/PYProgramServiceRevenueAmt0407642
IRS990/PYRevenuesLessExpensesAmt077952
IRS990/PYSalariesCompEmpBnftPaidAmt0192226
IRS990/PYTotalExpensesAmt0516746
IRS990/PYTotalRevenueAmt0594698
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt050302
IRS990/ReconcilationRevenueExpnssAmt0-17328
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01955397
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01938069
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0506712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01212612
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt022996
IRS990ScheduleD/BuildingsGrp/DepreciationAmt059402
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt082398
IRS990ScheduleD/EquipmentGrp/BookValueAmt016312
IRS990ScheduleD/EquipmentGrp/DepreciationAmt068503
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt084815
IRS990ScheduleD/LandGrp/BookValueAmt09638
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09638
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018035
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt018044
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0358619
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010043103
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Member deposits
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02860000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CD'S
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt048955
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0358619
IRS990ScheduleD/TotalBookValueSecuritiesAmt02860000
IRS990ScheduleD/TotalLiabilityAmt010043103
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt12780
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt210060
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt315046
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt422416
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Auto
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Auto
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2CC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3CC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4AUTO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt021440
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt129469
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt212000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt315046
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt422416
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0TRAVIS SHELTON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Ronald Waynick
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Melissa Ridle
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3Kathy Jones
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm4Kathy Jones
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2Key Emp
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt3Mgt
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt4Mgt
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd4true
IRS990ScheduleL/TotalBalanceDueAmt050302
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATON COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION COMMITTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CU MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SEPARATE COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CU BOARD OR COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CU BOARD OBSERVATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LINE 10: CU ADJUSTMENTS TO FIXED ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010937610
IRS990/TotalAssetsEOYAmt011997964
IRS990/TotalAssetsGrp/BOYAmt010937610
IRS990/TotalAssetsGrp/EOYAmt011997964
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0630472
IRS990/TotalFunctionalExpensesGrp/TotalAmt0638767
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08982213
IRS990/TotalLiabilitiesEOYAmt010059895
IRS990/TotalLiabilitiesGrp/BOYAmt08982213
IRS990/TotalLiabilitiesGrp/EOYAmt010059895
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01955397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01938069
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0491851
IRS990/TotalReportableCompFromOrgAmt0104507
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0621439
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0621439
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010937610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011997964
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt0319
IRS990/TravelGrp/TotalAmt0319
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0567 Veritas St
IRS990/USAddress/CityNm0Nashville
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037211
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph P Burns Sr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06153315121

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.2$10.9$2.27$0.92$1.07$0.14
2024Detailed filing. Detailed filing data is available for this year.$12.8$10.3$2.44$0.89$0.81$0.08
2023Detailed filing. Detailed filing data is available for this year.$11.6$9.24$2.36$0.76$0.58$0.17
2022Detailed filing. Detailed filing data is available for this year.$12.1$9.95$2.19$0.61$0.49$0.12
2021Detailed filing. Detailed filing data is available for this year.$12.5$10.4$2.07$0.50$0.42$0.08
2020Detailed filing. Detailed filing data is available for this year.$12.9$11.0$1.99$0.55$0.49$0.05
2019Detailed filing. Detailed filing data is available for this year.$12.0$10.1$1.94$0.62$0.64$0.02
2018Detailed filing. Detailed filing data is available for this year.$10.9$8.98$1.96$0.59$0.52$0.08
2017Detailed filing. Detailed filing data is available for this year.$11.1$9.26$1.88$0.56$0.50$0.06
2016Detailed filing. Detailed filing data is available for this year.$9.97$8.33$1.64$0.49$0.44$0.05
2015Detailed filing. Detailed filing data is available for this year.$8.95$7.17$1.79$0.47$0.33$0.14
2014Detailed filing. Detailed filing data is available for this year.$7.91$6.33$1.58$0.41$0.33$0.08
2013Detailed filing. Detailed filing data is available for this year.$7.80$6.34$1.46$0.44$0.41$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$6.64$1.43$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.28$6.69$1.58$0.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$5.96$1.55$0.46