Civic Intelligence

Middle Tennessee State University Foundation

990 • Fiscal year 2014 • EIN 62-0695507

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization Profilewww.mtsu.edu
Wood-Stegall MTSU37132-0109

(615) 904-8045

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.11x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$85,010,676

Flat from 2014

Net Assets

Flat

$83,316,857

Flat from 2014

Liabilities

Flat

$1,693,819

Flat from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Flat

$15,984,058

Flat from 2014

Expenses

Flat

$7,196,576

Flat from 2014

Net Income

Flat

$8,787,482

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$200M$150M$100M$50M$0Assets 2011: $55,000,259Liabilities 2011: $473,917Net Assets 2011: $54,526,3422011Assets 2012: $66,158,372Liabilities 2012: $1,195,694Net Assets 2012: $64,962,6782012Assets 2013: $76,224,970Liabilities 2013: $1,695,595Net Assets 2013: $74,529,3752013Assets 2014: $85,010,676Liabilities 2014: $1,693,819Net Assets 2014: $83,316,8572014Assets 2014: $85,010,676Liabilities 2014: $1,693,819Net Assets 2014: $83,316,8572014Assets 2015: $86,801,200Liabilities 2015: $2,247,380Net Assets 2015: $84,553,8202015Assets 2016: $82,757,047Liabilities 2016: $3,530,294Net Assets 2016: $79,226,7532016Assets 2017: $84,718,442Liabilities 2017: $2,354,213Net Assets 2017: $82,364,2292017Assets 2018: $90,348,590Liabilities 2018: $1,533,742Net Assets 2018: $88,814,8482018Assets 2019: $91,595,638Liabilities 2019: $1,357,207Net Assets 2019: $90,238,4312019Assets 2020: $92,042,808Liabilities 2020: $1,427,874Net Assets 2020: $90,614,9342020Assets 2021: $114,710,597Liabilities 2021: $3,258,115Net Assets 2021: $111,452,4822021Assets 2022: $117,999,587Liabilities 2022: $1,166,082Net Assets 2022: $116,833,5052022Assets 2023: $142,050,773Liabilities 2023: $1,379,551Net Assets 2023: $140,671,2222023Assets 2024: $151,045,649Liabilities 2024: $3,070,533Net Assets 2024: $147,975,1162024Assets 2025: $155,504,448Liabilities 2025: $210,382Net Assets 2025: $155,294,0662025

Highlighted filing

2014

Assets$85,010,676
Liabilities$1,693,819
Net Assets$83,316,857
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MExpenses 2011: $4,342,7682011Expenses 2012: $7,623,3402012Expenses 2013: $9,783,0212013Revenue 2014: $15,984,058Expenses 2014: $7,196,576Net Income 2014: $8,787,4822014Revenue 2014: $15,984,058Expenses 2014: $7,196,576Net Income 2014: $8,787,4822014Revenue 2015: $12,945,086Expenses 2015: $11,708,123Net Income 2015: $1,236,9632015Revenue 2016: $4,769,960Expenses 2016: $10,097,027Net Income 2016: -$5,327,0672016Revenue 2017: $15,305,197Expenses 2017: $12,167,721Net Income 2017: $3,137,4762017Revenue 2018: $17,166,545Expenses 2018: $10,715,926Net Income 2018: $6,450,6192018Revenue 2019: $11,863,608Expenses 2019: $10,440,025Net Income 2019: $1,423,5832019Revenue 2020: $12,753,719Expenses 2020: $12,377,216Net Income 2020: $376,5032020Revenue 2021: $33,480,669Expenses 2021: $12,643,121Net Income 2021: $20,837,5482021Revenue 2022: $16,471,509Expenses 2022: $11,090,487Net Income 2022: $5,381,0222022Revenue 2023: $39,164,169Expenses 2023: $15,326,451Net Income 2023: $23,837,7182023Revenue 2024: $28,381,920Expenses 2024: $21,078,026Net Income 2024: $7,303,8942024Revenue 2025: $29,458,163Expenses 2025: $22,139,213Net Income 2025: $7,318,9502025

Highlighted filing

2014

Revenue$15,984,058
Expenses$7,196,576
Net Income$8,787,482
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$16,016,651
Mission and Program Overview

Mission

Fundraising for educational and related support of Middle Tennessee State University

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$48,303,027$55,022,413▲ $6,719,386
Savings and Temporary Cash Investments$15,425,475$17,622,106▲ $2,196,631
Pledges and Grants Receivable$10,783,484$9,925,337▼ $858,147
Land, Buildings, and Equipment, Net$1,666,780$2,345,525▲ $678,745
Accounts Receivable$46,204$95,295▲ $49,091
Total Assets$76,224,970$85,010,676▲ $8,785,706
Liabilities
Accounts Payable and Accrued Expenses$1,695,595$1,693,819▼ $1,776
Total Liabilities$1,695,595$1,693,819▼ $1,776
Net Assets / Fund Balance
Temporarily Rstr Net Assets$34,621,992$41,210,357▲ $6,588,365
Permanently Rstr Net Assets$36,835,184$38,681,005▲ $1,845,821
Unrestricted Net Assets$3,072,199$3,425,495▲ $353,296
Total Net Assets Fund Balance$74,529,375$83,316,857▲ $8,787,482
Total Liabilities and Net Assets / Fund Balance$76,224,970$85,010,676▲ $8,785,706

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,071,353$662,084$1,733,437
Land$1,274,172-$1,274,172

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$49,766,349$4,372,900▲ $7,378,185$197,354$59,491,729
2012$40,129,579$5,994,947▲ $4,914,355$-311,778$49,766,349
2011$40,557,129$1,316,626▲ $21,036$301,023$40,129,579
2010$32,684,826$3,975,329▲ $5,303,758$150,482$40,557,129
2009$28,941,272$1,350,436▲ $3,756,804$780,151$32,684,826
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleBaseTotal
Mr Joe Bales-$198,511$198,511

Board Members and Trustees

NameTitle
Kathy JonesTrustee/President
Tom ProvowTrustee/Vice President
Bart GordonTrustee
Bill MooninghamTrustee
Brian D HerculesTrustee
Dejuan BufordTrustee
Derrick WilliamsTrustee
Don MidgettTrustee
Donald McdonaldTrustee
Dr Fred R LovelaceTrustee
Joe KlingenmeyerTrustee
John T HarrisTrustee
Keith PhillipsTrustee
Kent ColemanTrustee
Lara DanielTrustee
Mary Corinne JonesTrustee
Mr Robert AdamsTrustee
Phyllis WashingtonTrustee
Richard a LewisTrustee
Rick HardestyTrustee
Tim KeachTrustee
Tom ClarkTrustee
Deborah ThompsonTrustee/Secretary
Dr Sandra NealTrustee/Secretary
Philip M CavenderTrustee/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Larry K Tolbert AttorneyProperty purchase-$260,891
Murfree & Murfree PLLCProperty purchase-$260,265
Aramark Services IncFood purchases-$220,034
Revenue and Support

Revenue Composition

Contributions and Grants
$8,782,640
Program Service Revenue
$0
Investment Income
$231,221
Other Revenue
$6,970,197
All Other Contributions
$8,782,640
Change in Net Assets
$8,787,482

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$676,081-
Real Estate Residential1$275,718Fair Market Value (FMV)
Other Non Cash Contri Table39$93,195Fair Market Value (FMV)
Other Non Cash Contri Table1$67,256Fair Market Value (FMV)
Cars and Other Vehicles10$50,000Fair Market Value (FMV)
Other Non Cash Contri Table5$25,421Fair Market Value (FMV)
Clothing and Household Goods-$16,135Fair Market Value (FMV)
Other Non Cash Contri Table4$10,814Fair Market Value (FMV)
Books and Publications-$8,587Fair Market Value (FMV)
Food Inventory11$5,363Fair Market Value (FMV)
Works of Art2$5,224Fair Market Value (FMV)
Total Noncash Contributions83$1,233,794-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,646,099
Grants and Similar Amounts Paid$1,482,377
Total Fundraising Expense$502,830
Professional Fundraising Fees$68,100
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,482,377--$1,482,377
Office Expenses$0$281,199$18,859$300,058
Other Expenses$0$281,995$0$281,995
Fees for Services Other$0$250,883$0$250,883
Advertising$0$10,445$219,233$229,678
Travel$0$177,448$33,559$211,007
All Other Expenses$0$154,963$0$154,963
Fees for Services Professional Fundraising--$68,100$68,100
Depreciation Depletion$0$38,563$0$38,563
Fees for Service Investment Mgmnt Fees$0$35,908$0$35,908
Insurance$0$13,577$8,070$21,647
Information Technology$0$13,277$0$13,277
Fees for Services Management$0$800$0$800
Total Functional Expenses$1,482,377$5,211,369$502,830$7,196,576
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$68,100
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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

EIN
62-0695507
Phone
6159048045

Signing Officer

Name
William J Bales
Title
Executive Director
Phone
6159048045
Signed
2014-11-13

Organization Details

Principal Officer
William J Bales
Formed
1961
Legal Domicile
Tn
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
175
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Voting on all finance related issues is required.”

Pt VI, Line 7B

“Voting on all finance related issues is required.”

Pt VI, Line 8A

“Minutes are distributed and kept on file.”

Pt VI, Line 8B

“Minutes are distributed and kept on file.”

Pt VI, Line 11B

“The return is reviewed by the Executive Director and”

Pt VI, Line 11B

“made available for any board member upon request.”

Pt VI, Line 12C

“Finance Committee meetings resolve any conflicts of interest.”

Pt VI, Line 19

“Documents are made available to the public upon request.”

Form 990, Part IX, Line 24F

“Miscellaneous dues and subscriptions utilities travel reimbursement bad debt expense rental expense professional services maintenance fees annuity payments food and beverage”

Raw XML AppendixShowing 400 of 745 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/BOYAmt01695595
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01693819
IRS990/AccountsReceivableGrp/BOYAmt046204
IRS990/AccountsReceivableGrp/EOYAmt095295
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Fundraising for educational and related support of Middle Tennessee State University
IRS990/AdvertisingGrp/FundraisingAmt0219233
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010445
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt0229678
IRS990/AllOtherContributionsAmt08782640
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0154963
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt0154963
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10MTSU Foundation
IRS990/BooksInCareOfDetail/PhoneNum06159048045
IRS990/BooksInCareOfDetail/USAddress/AddressLine10Wood-Stegall MTSU Box 109
IRS990/BooksInCareOfDetail/USAddress/City0Murfreesboro
IRS990/BooksInCareOfDetail/USAddress/State0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0371320109
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0260265
IRS990/ContractorCompensationGrp/CompensationAmt1220034
IRS990/ContractorCompensationGrp/CompensationAmt2260891
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10805 S Church St Ste 21
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11PO Box 26
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine12425 W College St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0Murfreesboro
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1Murfreesboro
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2Murfreesboro
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode037130
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode137132
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode237130
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10Murfree & Murfree PLLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11Aramark Services Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12Larry K Tolbert Attorney
IRS990/ContractorCompensationGrp/ServicesDesc0Property purchase
IRS990/ContractorCompensationGrp/ServicesDesc1Food purchases
IRS990/ContractorCompensationGrp/ServicesDesc2Property purchase
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08782640
IRS990/CYGrantsAndSimilarPaidAmt01482377
IRS990/CYInvestmentIncomeAmt0231221
IRS990/CYOtherExpensesAmt05646099
IRS990/CYOtherRevenueAmt06970197
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08787482
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07196576
IRS990/CYTotalFundraisingExpenseAmt0502830
IRS990/CYTotalProfFndrsngExpnsAmt068100
IRS990/CYTotalRevenueAmt015984058
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt038563
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt038563
IRS990/Desc0FOR THE FISCAL YEAR ENDED JUNE 30, 2014, THE FOUNDATION RAISED $8,406,994 IN CASH CONTRIBUTIONS, AND DISBURSED $1,482,377 FOR SCHOLARSHIPS AND AWARDS ON BEHALF OF MIDDLE TENNESSEE STATE UNIVERSITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt01482377
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0800
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0800
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0250883
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0250883
IRS990/FeesForServicesProfFundraising/FundraisingAmt068100
IRS990/FeesForServicesProfFundraising/TotalAmt068100
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt035908
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt035908
IRS990/ForeignActivitiesInd0false
IRS990/ForeignCountryCd0VI
IRS990/ForeignCountryCd1CJ
IRS990/ForeignFinancialAccountInd0true
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0MR ROBERT ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1DEJUAN BUFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN T HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN D HERCULES
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY CORINNE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7BART GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm8KENT COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9RICK HARDESTY
IRS990/Form990PartVIISectionAGrp/PersonNm10JOE KLINGENMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm11TIM KEACH
IRS990/Form990PartVIISectionAGrp/PersonNm12DR FRED R LOVELACE
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARD A LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm14BILL MOONINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm15TOM PROVOW
IRS990/Form990PartVIISectionAGrp/PersonNm16DEBORAH THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm17PHYLLIS WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm18DONALD MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm19DERRICK WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm20DON MIDGETT
IRS990/Form990PartVIISectionAGrp/PersonNm21KEITH PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm22PHILIP M CAVENDER
IRS990/Form990PartVIISectionAGrp/PersonNm23LARA DANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm24DR SANDRA NEAL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee/President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee/Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee/Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee/Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0869
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt031
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01482377
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01482377
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt033462
IRS990/GrossReceiptsAmt016016651
IRS990/GrossRentsGrp/RealAmt03288
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt031
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013277
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt013277
IRS990/InsuranceGrp/FundraisingAmt08070
IRS990/InsuranceGrp/ManagementAndGeneralAmt013577
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt021647
IRS990/InvestmentIncomeGrp/ExclusionAmt0230352
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0230352
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt048303027
IRS990/InvestmentsPubTradedSecGrp/EOYAmt055022413
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0662084
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01666780
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02345525
IRS990/LandBldgEquipCostOrOtherBssAmt03007609
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032593
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Fundraising for educational and
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt074529375
IRS990/NetAssetsOrFundBalancesEOYAmt083316857
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0869
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0869
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03288
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03288
IRS990/NoncashContributionsAmt01233794
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt018859
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0281199
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0300058
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Maintenance and Repairs
IRS990/OtherExpensesGrp/Desc1Institutional Support
IRS990/OtherExpensesGrp/Desc2Food and Beverage
IRS990/OtherExpensesGrp/Desc3In-Kind Gift Expense
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2155009
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0209064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13579097
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2164150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3281995
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0209064
IRS990/OtherExpensesGrp/TotalAmt13579097
IRS990/OtherExpensesGrp/TotalAmt2319159
IRS990/OtherExpensesGrp/TotalAmt3281995
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Losses
IRS990/OtherRevenueMiscGrp/Desc1Realized Gains
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-280829
IRS990/OtherRevenueMiscGrp/ExclusionAmt17247738
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-280829
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17247738
IRS990/OtherRevenueTotalAmt06966909
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt036835184
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt038681005
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010783484
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09925337
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM J BALES
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014525183
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01421226
IRS990/PYInvestmentIncomeAmt01240337
IRS990/PYOtherExpensesAmt08287367
IRS990/PYOtherRevenueAmt03584198
IRS990/PYRevenuesLessExpensesAmt09566697
IRS990/PYTotalExpensesAmt09783021
IRS990/PYTotalProfFndrsngExpnsAmt074428
IRS990/PYTotalRevenueAmt019349718
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0true
IRS990/ReconcilationRevenueExpnssAmt08787482
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03288
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08782641
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015425475
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017622106
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Rent Income
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12009: 11857.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt22010: 8494.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,010,676
Liabilities
$1,693,819
Net assets
$83,316,857
Revenue
$15,984,058
Expenses
$7,196,576
Net income
$8,787,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Summary only. Only limited summary data is available for this year.$156$0.21$155$29.5$22.1$7.32
2024Summary only. Only limited summary data is available for this year.$151$3.07$148$28.4$21.1$7.30
2023Summary only. Only limited summary data is available for this year.$142$1.38$141$39.2$15.3$23.8
2022Summary only. Only limited summary data is available for this year.$118$1.17$117$16.5$11.1$5.38
2021Summary only. Only limited summary data is available for this year.$115$3.26$111$33.5$12.6$20.8
2020Summary only. Only limited summary data is available for this year.$92.0$1.43$90.6$12.8$12.4$0.38
2019Summary only. Only limited summary data is available for this year.$91.6$1.36$90.2$11.9$10.4$1.42
2018Summary only. Only limited summary data is available for this year.$90.3$1.53$88.8$17.2$10.7$6.45
2017Summary only. Only limited summary data is available for this year.$84.7$2.35$82.4$15.3$12.2$3.14
2016Summary only. Only limited summary data is available for this year.$82.8$3.53$79.2$4.77$10.1$5.33
2015Summary only. Only limited summary data is available for this year.$86.8$2.25$84.6$12.9$11.7$1.24
2014Detailed filing. Detailed filing data is available for this year.$85.0$1.69$83.3$16.0$7.20$8.79
2014Summary only. Only limited summary data is available for this year.$85.0$1.69$83.3$16.0$7.20$8.79
2013Summary only. Only limited summary data is available for this year.$76.2$1.70$74.5$9.78
2012Summary only. Only limited summary data is available for this year.$66.2$1.20$65.0$7.62
2011Summary only. Only limited summary data is available for this year.$55.0$0.47$54.5$4.34