Civic Intelligence

Sam Houston Memorial Association

990EZ • Fiscal year 2019 • EIN 62-0680095

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 23, 2019

3650 Old Sam Houston School RoadMaryville, TN 37804

(865) 983-1550

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$29,108

Up $3,891 (+15%) from 2018

Net Assets

Up

$28,789

Up $4,619 (+19%) from 2018

Liabilities

Down

$319

Down $728 (-70%) from 2018

Revenue

Up

$59,715

Up $13,848 (+30%) from 2018

Expenses

Up

$55,096

Up $4,723 (+9.4%) from 2018

Net Income

Up

$4,619

Up $9,125 (+203%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $33,295Liabilities 2011: $336Net Assets 2011: $32,9592011Assets 2012: $35,740Liabilities 2012: $850Net Assets 2012: $34,8902012Assets 2013: $23,638Liabilities 2013: $1,352Net Assets 2013: $22,2862013Assets 2014: $20,331Liabilities 2014: $995Net Assets 2014: $19,3362014Assets 2015: $12,659Liabilities 2015: $769Net Assets 2015: $11,8902015Assets 2016: $8,909Liabilities 2016: $1,028Net Assets 2016: $7,8812016Assets 2017: $29,932Liabilities 2017: $1,256Net Assets 2017: $28,6762017Assets 2018: $25,217Liabilities 2018: $1,047Net Assets 2018: $24,1702018Assets 2019: $29,108Liabilities 2019: $319Net Assets 2019: $28,7892019Assets 2020: $21,703Liabilities 2020: $5,420Net Assets 2020: $16,2832020Assets 2021: $17,122Liabilities 2021: $243Net Assets 2021: $16,8792021Assets 2022: $18,059Liabilities 2022: $374Net Assets 2022: $17,6852022Assets 2023: $7,443Liabilities 2023: $5,374Net Assets 2023: $2,0692023Assets 2024: $31,626Liabilities 2024: $1,481Net Assets 2024: $33,2132024

Highlighted filing

2019

Assets$29,108
Liabilities$319
Net Assets$28,789

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $33,354Expenses 2011: $46,065Net Income 2011: -$12,7112011Revenue 2012: $48,356Expenses 2012: $46,425Net Income 2012: $1,9312012Revenue 2013: $35,919Expenses 2013: $48,523Net Income 2013: -$12,6042013Revenue 2014: $43,150Expenses 2014: $46,100Net Income 2014: -$2,9502014Revenue 2015: $41,219Expenses 2015: $48,665Net Income 2015: -$7,4462015Revenue 2016: $43,847Expenses 2016: $47,856Net Income 2016: -$4,0092016Revenue 2017: $66,231Expenses 2017: $45,436Net Income 2017: $20,7952017Revenue 2018: $45,867Expenses 2018: $50,373Net Income 2018: -$4,5062018Revenue 2019: $59,715Expenses 2019: $55,096Net Income 2019: $4,6192019Revenue 2020: $46,099Expenses 2020: $58,605Net Income 2020: -$12,5062020Revenue 2021: $54,058Expenses 2021: $53,462Net Income 2021: $5962021Revenue 2022: $59,283Expenses 2022: $58,477Net Income 2022: $8062022Revenue 2023: $56,400Expenses 2023: $72,016Net Income 2023: -$15,6162023Revenue 2024: $79,169Expenses 2024: $48,025Net Income 2024: $31,1442024

Highlighted filing

2019

Revenue$59,715
Expenses$55,096
Net Income$4,619
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$71,129
Mission and Program Overview

Mission

To perpetuate the memory of sam houston and to educate the public on the significance of his accomplishments and contributions to the state of tennessee and to this country; to preserve, promote, maintain and operate the sam houston schoolhouse state historic site as a place of historical and educational significance; to emphasize the significance of early american education on the frontier and to promote and preserve the schoolhouse site as an example thereof.

Program Services

DescriptionGrantsExpenses
PRESERVING, MAINTAINING AND OPERATING THE HISTORIC SITE OF SAM HOUSTON SCHOOLHOUSE-$54,421
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN CORNETTPresident-$0--
ROY HECKVice Preside-$0--
LYNDA COOK RIZZARDIRecording Se-$0--
TIMOTHY RICHARDSCorrespondin-$0--
MARY LYNNE BELLTreasurer-$0--
BILL CABAGEDirector-$0--
DAN COOPERDirector-$0--
LINDA RICHARDSDirector-$0--
GARY TALLENTDirector-$0--
PAT DECKERDirector-$0--
JB HOUSTONDirector-$0--
DR GAIL PALMERDirector-$0--
MARK BENNETTDirector-$0--
MARLEITTA COOPERDirector-$0--
JOHN KEEBLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam Houston Memorial Association
EIN
62-0680095
Phone
8659831550
Address
3650 OLD SAM HOUSTON SCHOOL ROAD, MARYVILLE, TN 37804

Signing Officer

Name
Mary Lynne Bell
Title
Treasurer
Phone
8659831550
Signed
2019-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Whitlock & Company Pc
Address
375 FOUNTAIN VIEW CIRCLE, ALCOA, TN 37701-1945
Preparer
Kimberly a Mccall
Phone
8659819638
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Facilities rental 2,495 total 2,495

Form 990-ez, Part I, Line 16

Inventory insurance 280 bank charges 311 facilities rental supplies 34 expenses liability 2,321 vehicle 674 supplies 1,931 telephone and internet 1,755 equip rent/maintenance 1,837 landscaping maintenance 2,003 miscellaneous 33 membership dues/fees 1,750 health and safety 54 office expense 304 state filing fees/license 345 meetings 2,009 postage 308 special events 2,354 non-investment depreciation 548 total 18,851

Form 990-ez, Part II, Line 24

Inventories for sale or use 21,137 18,238 buildings and equipment 21,308 21,308 less accumulated depreciation 18,625 19,173 total 23,820 20,373

Form 990-ez, Part II, Line 26

Sales tax collected 129 319 payroll tax collected 918 0

Form 990-ez, Part III

To perpetuate the memory of sam houston and to educate the public on the significance of his accomplishments and contributions to the state of tennessee and to this country; to preserve, promote, maintain and operate the sam houston schoolhouse state historic site as a place of historical and educational significance; to emphasize the significance of early american education on the frontier and to promote and preserve the schoolhouse site as an example thereof.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RENTAL INCOME 39,867 MISCELLANEOUS 0 INVENTORY SALES 0 PROGRAM SERVICE FEES 0
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FACILITIES RENTAL 2,495 TOTAL 2,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORY INSURANCE 280 BANK CHARGES 311 FACILITIES RENTAL SUPPLIES 34 EXPENSES LIABILITY 2,321 VEHICLE 674 SUPPLIES 1,931 TELEPHONE AND INTERNET 1,755 EQUIP RENT/MAINTENANCE 1,837 LANDSCAPING MAINTENANCE 2,003 MISCELLANEOUS 33 MEMBERSHIP DUES/FEES 1,750 HEALTH AND SAFETY 54 OFFICE EXPENSE 304 STATE FILING FEES/LICENSE 345 MEETINGS 2,009 POSTAGE 308 SPECIAL EVENTS 2,354 NON-INVESTMENT DEPRECIATION 548 TOTAL 18,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 21,137 18,238 BUILDINGS AND EQUIPMENT 21,308 21,308 LESS ACCUMULATED DEPRECIATION 18,625 19,173 TOTAL 23,820 20,373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALES TAX COLLECTED 129 319 PAYROLL TAX COLLECTED 918 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PERPETUATE THE MEMORY OF SAM HOUSTON AND TO EDUCATE THE PUBLIC ON THE SIGNIFICANCE OF HIS ACCOMPLISHMENTS AND CONTRIBUTIONS TO THE STATE OF TENNESSEE AND TO THIS COUNTRY; TO PRESERVE, PROMOTE, MAINTAIN AND OPERATE THE SAM HOUSTON SCHOOLHOUSE STATE HISTORIC SITE AS A PLACE OF HISTORICAL AND EDUCATIONAL SIGNIFICANCE; TO EMPHASIZE THE SIGNIFICANCE OF EARLY AMERICAN EDUCATION ON THE FRONTIER AND TO PROMOTE AND PRESERVE THE SCHOOLHOUSE SITE AS AN EXAMPLE THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY LYNNE BELL
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ReturnHeader/BusinessOfficerGrp/PhoneNum08659831550
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM HOUSTON MEMORIAL ASSOCIATION
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ReturnHeader/Filer/EIN0620680095
ReturnHeader/Filer/PhoneNum08659831550
ReturnHeader/Filer/USAddress/AddressLine1Txt03650 OLD SAM HOUSTON SCHOOL ROAD
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ReturnHeader/FilingSecurityInformation/IPTm014:26:53
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0377011945
ReturnHeader/PreparerPersonGrp/PhoneNum08659819638
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A MCCALL
ReturnHeader/ReturnTs02019-11-06T14:26:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.6$1.48$33.2$79.2$48.0$31.1
2023Detailed filing. Detailed filing data is available for this year.$7.44$5.37$2.07$56.4$72.0$15.6
2022Detailed filing. Detailed filing data is available for this year.$18.1$0.37$17.7$59.3$58.5$0.81
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.24$16.9$54.1$53.5$0.60
2020Detailed filing. Detailed filing data is available for this year.$21.7$5.42$16.3$46.1$58.6$12.5
2019Detailed filing. Detailed filing data is available for this year.$29.1$0.32$28.8$59.7$55.1$4.62
2018Detailed filing. Detailed filing data is available for this year.$25.2$1.05$24.2$45.9$50.4$4.51
2017Detailed filing. Detailed filing data is available for this year.$29.9$1.26$28.7$66.2$45.4$20.8
2016Detailed filing. Detailed filing data is available for this year.$8.91$1.03$7.88$43.8$47.9$4.01
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.77$11.9$41.2$48.7$7.45
2014Detailed filing. Detailed filing data is available for this year.$20.3$1.00$19.3$43.2$46.1$2.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$1.35$22.3$35.9$48.5$12.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$0.85$34.9$48.4$46.4$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$0.34$33.0$33.4$46.1$12.7