Civic Intelligence

Bolton College Trust

990 • Fiscal year 2019 • EIN 62-1064752

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 15, 2020

Organization ProfileN/A
6000 Poplar Avenue No 400Memphis, TN 38119-3955

(615) 748-5011

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$29,266

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-2.1%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$3,248,882

Up $107,479 (+3.4%) from 2018

Net Assets

Up

$3,248,882

Up $107,479 (+3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin86th percentile

Revenue

Down

$276,659

Down $5,861 (-2.1%) from 2018

Expenses

Down

$159,628

Down $7,046 (-4.2%) from 2018

Net Income

Up

$117,031

Up $1,185 (+1.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,854,974Liabilities 2011: $0Net Assets 2011: $1,854,9742011Assets 2012: $1,924,867Liabilities 2012: $0Net Assets 2012: $1,924,8672012Assets 2013: $2,605,599Liabilities 2013: $0Net Assets 2013: $2,605,5992013Assets 2014: $2,665,659Liabilities 2014: $0Net Assets 2014: $2,665,6592014Assets 2015: $2,707,701Liabilities 2015: $0Net Assets 2015: $2,707,7012015Assets 2016: $2,788,906Liabilities 2016: $0Net Assets 2016: $2,788,9062016Assets 2017: $3,025,557Liabilities 2017: $0Net Assets 2017: $3,025,5572017Assets 2018: $3,141,403Liabilities 2018: $0Net Assets 2018: $3,141,4032018Assets 2019: $3,248,882Liabilities 2019: $0Net Assets 2019: $3,248,8822019Assets 2020: $3,222,349Liabilities 2020: $0Net Assets 2020: $3,222,3492020Assets 2021: $3,422,316Liabilities 2021: $0Net Assets 2021: $3,422,3162021Assets 2022: $3,790,771Liabilities 2022: $0Net Assets 2022: $3,790,7712022Assets 2023: $4,145,551Liabilities 2023: $0Net Assets 2023: $4,145,5512023Assets 2024: $5,283,689Liabilities 2024: $0Net Assets 2024: $5,283,6892024

Highlighted filing

2019

Assets$3,248,882
Liabilities$0
Net Assets$3,248,882
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $154,786Expenses 2011: $141,883Net Income 2011: $12,9032011Revenue 2012: $193,342Expenses 2012: $124,148Net Income 2012: $69,1942012Revenue 2013: $828,540Expenses 2013: $147,808Net Income 2013: $680,7322013Revenue 2014: $254,419Expenses 2014: $194,359Net Income 2014: $60,0602014Revenue 2015: $203,720Expenses 2015: $161,678Net Income 2015: $42,0422015Revenue 2016: $235,982Expenses 2016: $154,777Net Income 2016: $81,2052016Revenue 2017: $383,491Expenses 2017: $146,840Net Income 2017: $236,6512017Revenue 2018: $282,520Expenses 2018: $166,674Net Income 2018: $115,8462018Revenue 2019: $276,659Expenses 2019: $159,628Net Income 2019: $117,0312019Revenue 2020: $152,104Expenses 2020: $174,140Net Income 2020: -$22,0362020Revenue 2021: $381,304Expenses 2021: $177,310Net Income 2021: $203,9942021Revenue 2022: $504,267Expenses 2022: $129,115Net Income 2022: $375,1522022Revenue 2023: $512,006Expenses 2023: $151,535Net Income 2023: $360,4712023Revenue 2024: $1,225,657Expenses 2024: $82,992Net Income 2024: $1,142,6652024

Highlighted filing

2019

Revenue$276,659
Expenses$159,628
Net Income$117,031
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 15, 2020
Return Version
2019v5.0
Gross Receipts
$650,410
Mission and Program Overview

Mission

Provides support for bolton high school and provides four-year college scholarships to graduating seniors

Provides support for bolton high school and provides four-year college scholarships to seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,140,403$3,247,882▲ $107,479
Investments in Publicly Traded Securities$2,990,831$2,971,574▼ $19,257
Savings and Temporary Cash Investments$149,572$276,308▲ $126,736
Land, Buildings, and Equipment, Net$1,000$1,000→ $0
Rtn Earn Endowment Incm Other Fnds$1,000$1,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$3,141,403$3,248,882▲ $107,479
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,141,403$3,248,882▲ $107,479
Total Liabilities and Net Assets / Fund Balance$3,141,403$3,248,882▲ $107,479

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,000-$1,000
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleBaseTotal
-Custodian for Trust Assets$29,266$29,266

Board Members and Trustees

NameTitle
Charles R PerkinsTrustee
Dr Fred D JohnsonTrustee
Dr Snowden C CarruthersTrustee
Heidi ShaferTrustee
James B MitchellTrustee
John Charles WilsonTrustee
Melvin BurgessTrustee
Mollie HamptonTrustee
Simon WadsworthTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$192,559
Other Revenue
$84,100
Change in Net Assets
$117,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,500
Other Expenses$34,862
Salaries, Compensation, and Employee Benefits$29,266
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,500--$95,500
Current Officers, Directors, Trustees, and Key Employees-$29,266-$29,266
Fees for Services Legal-$26,852-$26,852
Insurance-$1,660-$1,660
Other Expenses-$1,650-$1,650
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$95,500$64,128$0$159,628
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of MemphisMemphis, TN-Scholarships$31,500
Shelby County SchoolsMemphis, TN-Scholarships$25,000
University of Tennessee KnoxvilleKnoxville, TN-Scholarships$13,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“An electronic copy of the return was provided to the trustee prior to filing”

Form 990, Part VI, Section C, Line 19

“These documents are not made available to the public”

Filing and Contact Details

Filer

Filer Name
Bolton College Trust
EIN
62-1064752
Phone
6157485011
Address
6000 POPLAR AVENUE NO 400, MEMPHIS, TN 38119-3955

Signing Officer

Name
R Grattan Brown Jr
Title
Court Appointed Attorney
Phone
6157485011
Signed
2020-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suntrust Bank
Formed
1969
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Chalmers & Poole Pc
Address
700 COLONIAL RD STE 130, MEMPHIS, TN 38117
Preparer
Brian H Poole
Phone
9017633335
Raw XML Appendix360 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
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IRS990/ActivityOrMissionDesc0PROVIDES SUPPORT FOR BOLTON HIGH SCHOOL AND PROVIDES FOUR-YEAR COLLEGE SCHOLARSHIPS TO SENIORS
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IRS990/Desc01 AUSTIN PEAY 3,000.002 BAPTIST COLLEGE OF HEALTH SCIENCES 3,000.003 BRIGHAM YOUNG UNIVERSITY 3,000.004 FLORIDA COLLEGE 3,000.005 MIDDLE TENNESSEE STATE 3,000.006 SHELBY COUNTY SCHOOLS 25,000.007 TENNESSEE TECHNOLOGICAL UNIVERSITY 3,000.008 TENNESSEE STATE U 3,000.009 UNIVERSITY OF CENTRAL ARKANSAS 1,500.0010 UNIVERSITY OF MEMPHIS 31,500.00 11 UNIVERSITY OF TENNESSEE KNOXVILLE 13,500.00 12 UNIVERSITY OF TENNESSEE MARTIN 3,000.00 TOTAL 95,500
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1160 S HOLLYWOOD ST
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037996
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd138112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd238152
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC COPY OF THE RETURN WAS PROVIDED TO THE TRUSTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03141403
IRS990/TotalAssetsEOYAmt03248882
IRS990/TotalAssetsGrp/BOYAmt03141403
IRS990/TotalAssetsGrp/EOYAmt03248882
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064128
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03141403
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03248882
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095500
IRS990/TotalReportableCompFromOrgAmt029266
IRS990/TotalRevenueGrp/ExclusionAmt0276659
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0276659
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03141403
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03248882
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd027517
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R GRATTAN BROWN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COURT APPOINTED ATTORNEY
ReturnHeader/BusinessOfficerGrp/PhoneNum06157485011
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOLTON COLLEGE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOLT
ReturnHeader/Filer/EIN0621064752
ReturnHeader/Filer/PhoneNum06157485011
ReturnHeader/Filer/USAddress/AddressLine1Txt06000 POPLAR AVENUE NO 400
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.72.253.169
ReturnHeader/FilingSecurityInformation/IPDt02020-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:45:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844095208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHALMERS & POOLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 COLONIAL RD STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038117
ReturnHeader/PreparerPersonGrp/PhoneNum09017633335
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN H POOLE
ReturnHeader/ReturnTs02020-02-18T16:25:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,248,882
Liabilities
$0
Net assets
$3,248,882
Revenue
$276,659
Expenses
$159,628
Net income
$117,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$1.23$0.08$1.14
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.51$0.15$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.50$0.13$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.38$0.18$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.15$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.28$0.16$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.28$0.17$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.38$0.15$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.24$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.20$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.25$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.83$0.15$0.68
2012Summary only. Only limited summary data is available for this year.$1.92$0.00$1.92$0.19$0.12$0.07
2011Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.15$0.14$0.01