Civic Intelligence

Oaklands Association Incorporated

990 • Fiscal year 2018 • EIN 62-0717481

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization ProfileN/A
900 N Maney AveMurfreesboro, TN 37130

(615) 893-0022

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$55,590

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,448,811

Up $6,318 (+0.3%) from 2017

Net Assets

Up

$2,439,778

Up $3,268 (+0.1%) from 2017

Liabilities

Up

$9,033

Up $3,050 (+51%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin67th percentile

Revenue

Up

$445,619

Up $163,303 (+58%) from 2017

Expenses

Up

$397,844

Up $54,725 (+16%) from 2017

Net Income

Up

$47,775

Up $108,578 (+179%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,039,830Liabilities 2011: $4,130Net Assets 2011: $2,035,7002011Assets 2012: $2,012,232Liabilities 2012: $6,423Net Assets 2012: $2,005,8092012Assets 2013: $1,977,071Liabilities 2013: $6,094Net Assets 2013: $1,970,9772013Assets 2014: $2,470,484Liabilities 2014: $4,667Net Assets 2014: $2,465,8172014Assets 2015: $2,436,063Liabilities 2015: $4,917Net Assets 2015: $2,431,1462015Assets 2016: $2,484,970Liabilities 2016: $5,760Net Assets 2016: $2,479,2102016Assets 2017: $2,442,493Liabilities 2017: $5,983Net Assets 2017: $2,436,5102017Assets 2018: $2,448,811Liabilities 2018: $9,033Net Assets 2018: $2,439,7782018Assets 2019: $2,548,790Liabilities 2019: $7,032Net Assets 2019: $2,541,7582019Assets 2020: $2,574,656Liabilities 2020: $3,545Net Assets 2020: $2,571,1112020Assets 2021: $2,683,947Liabilities 2021: $4,146Net Assets 2021: $2,679,8012021Assets 2022: $2,580,236Liabilities 2022: $3,809Net Assets 2022: $2,576,4272022Assets 2023: $2,605,346Liabilities 2023: $6,842Net Assets 2023: $2,598,5042023Assets 2024: $2,700,346Liabilities 2024: $72,378Net Assets 2024: $2,627,9682024

Highlighted filing

2018

Assets$2,448,811
Liabilities$9,033
Net Assets$2,439,778
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $173,2982011Expenses 2012: $225,8092012Revenue 2013: $172,701Expenses 2013: $207,533Net Income 2013: -$34,8322013Revenue 2014: $727,639Expenses 2014: $232,799Net Income 2014: $494,8402014Revenue 2015: $248,272Expenses 2015: $282,943Net Income 2015: -$34,6712015Revenue 2016: $355,286Expenses 2016: $314,626Net Income 2016: $40,6602016Revenue 2017: $282,316Expenses 2017: $343,119Net Income 2017: -$60,8032017Revenue 2018: $445,619Expenses 2018: $397,844Net Income 2018: $47,7752018Revenue 2019: $366,591Expenses 2019: $318,355Net Income 2019: $48,2362019Revenue 2020: $300,706Expenses 2020: $293,760Net Income 2020: $6,9462020Revenue 2021: $299,210Expenses 2021: $223,553Net Income 2021: $75,6572021Revenue 2022: $332,172Expenses 2022: $292,599Net Income 2022: $39,5732022Revenue 2023: $250,684Expenses 2023: $283,022Net Income 2023: -$32,3382023Revenue 2024: $367,420Expenses 2024: $349,377Net Income 2024: $18,0432024

Highlighted filing

2018

Revenue$445,619
Expenses$397,844
Net Income$47,775
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$573,839
Mission and Program Overview

Mission

To preserve a historic structure, the oaklands mansion, so that the public can visualize a piece of history and be educated as to past generations way of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$1,488,537$1,488,537→ $0
Land, Buildings, and Equipment, Net$1,487,474$1,487,474→ $0
Rtn Earn Endowment Incm Other Fnds$487,216$487,216→ $0
Cap Stk Tr Prin Current Funds$460,757$464,025▲ $3,268
Investments in Publicly Traded Securities$389,123$425,396▲ $36,273
Other Notes and Loans Receivable, Net$425,244$416,311▼ $8,933
Savings and Temporary Cash Investments$74,961$92,014▲ $17,053
Cash and Non-Interest-Bearing Accounts$57,462$16,924▼ $40,538
Inventories for Sale or Use$8,229$10,692▲ $2,463
Total Assets$2,442,493$2,448,811▲ $6,318
Liabilities
Accounts Payable and Accrued Expenses$5,983$9,033▲ $3,050
Total Liabilities$5,983$9,033▲ $3,050
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,436,510$2,439,778▲ $3,268
Total Liabilities and Net Assets / Fund Balance$2,442,493$2,448,811▲ $6,318

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,487,474-$1,487,474
Equipment-$5,148$5,148

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$487,216---$487,216
2017$487,216---$487,216
2016$487,216---$487,216
2015$487,216---$487,216
2014--▲ $487,216-$487,216
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Manning JrExecutive DirectorFT$49,716$5,874$55,590

Board Members and Trustees

NameTitle
Kevin BraggPresident
Deborah BelcherVice President
David ParsonsTrustee
Delia GoodmanTrustee
Dixie PhillipsTrustee
John C MurphyTrustee
Julie RistvedtTrustee
Lynn ClaytonTrustee
Margie WeatherfordTrustee
Sara BellTrustee
Susan TaylorTrustee
Ted GoodmanTrustee
Susan GrearSecretary
Mark CrockerTreasurer
Charlie BaumTrusee
Revenue and Support

Revenue Composition

Contributions and Grants
$259,869
Program Service Revenue
$67,705
Investment Income
$37,411
Other Revenue
$80,634
All Other Contributions
$164,264
Change in Net Assets
$47,775

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$204,967
Other Expenses$192,877
Total Fundraising Expense$25,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$131,811$4,374$935$137,120
Other Salaries and Wages$110,878$16,306$7,852$135,036
Current Officers, Directors, Trustees, and Key Employees$12,429$24,858$12,429$49,716
Insurance$12,347$5,035$900$18,282
Payroll Taxes$9,572$3,195$1,574$14,341
Office Expenses$224$7,388-$7,612
All Other Expenses$4,733$1,781-$6,514
Other Employee Benefits$1,469$2,937$1,468$5,874
Information Technology$1,420$4,039-$5,459
Fees for Service Investment Mgmnt Fees-$3,263-$3,263
Other Expenses$3,126$3,417-$3,126
Advertising-$3,103-$3,103
Fees for Services Accounting-$2,865-$2,865
Travel$60$477-$537
Total Functional Expenses$289,648$83,038$25,158$397,844
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,199
Fundraising Direct Expenses$28,648
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candlelight$23,784$17,534$1,204$16,330
Gala$27,500$6,000$1,152$4,848
Total Events$99,899$46,199$28,648$17,551
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
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 is made available to the full board in draft form prior to its issuance. Board relies on the treasurer to review in detail.”

Conflict of interest policy compliance Part VI line 12C

“Board members have adopted a code of ethics, which outlines the guiding principles for oaklands association inc. This code of ethics contains a conflict of interest policy that indicates board members are to act in the best interest of the association. The code of ethics is evaluated every 3 years by the board of directors under the direction of the president.”

CEO executive director top management comp Part VI line 15A

“Executive committee of the board meets to review compensation of executive director on annual basis. Consideration is given to compensation paid by similar local organizations in determining annual salary.”

Governing documents etc available to public Part VI line 19

“Governing documents, including form 990, charter and bylaws of the organization are available to the public for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Oaklands Association Inc
EIN
62-0717481
Address
900 N MANEY AVE, MURFREESBORO, TN 37130

Signing Officer

Name
Mark Crocker
Title
Treasurer
Phone
6158930022
Signed
2019-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Manning Jr
Formed
1959
Legal Domicile
Tn
Voting Board Members
15
Independent Board Members
15
Employees
16

Preparer

Firm
Tim Montgomery CPA PLLC
Address
412 Golden Bear Court Suite B208, Murfreesboro, TN 37128
Preparer
Tim Montgomery
Phone
6158958151
Raw XML AppendixShowing 400 of 557 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD CHARGES
IRS990/OtherExpensesGrp/Desc3GENERAL PROGRAM EXPENSES
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01574
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03195
IRS990/PayrollTaxesGrp/ProgramServicesAmt09572
IRS990/PayrollTaxesGrp/TotalAmt014341
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IRS990/PrincipalOfficerNm0JAMES MANNING JR
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,448,811
Liabilities
$9,033
Net assets
$2,439,778
Revenue
$445,619
Expenses
$397,844
Net income
$47,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.07$2.63$0.37$0.35$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.01$2.60$0.25$0.28$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.33$0.29$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.30$0.22$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.30$0.29$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.37$0.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.01$2.44$0.45$0.40$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.44$0.28$0.34$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.01$2.48$0.36$0.31$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.43$0.25$0.28$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.73$0.23$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$0.17$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.01$2.01$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.17
Peer Organizations

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