Civic Intelligence

The Tullahoma Educational Foundation for Excellence

990 • Fiscal year 2018 • EIN 62-1384315

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
P O Box 538Tullahoma, TN 37388

(931) 454-2600

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

50th percentile

3.5%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$827,815

Up $2,463 (+0.3%) from 2017

Net Assets

Up

$827,815

Up $2,463 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin50th percentile

Revenue

Up

$69,433

Up $8,744 (+14%) from 2017

Expenses

Up

$66,970

Up $5,922 (+9.7%) from 2017

Net Income

Up

$2,463

Up $2,822 (+786%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.0M$500K$0Assets 2011: $822,572Liabilities 2011: $0Net Assets 2011: $822,5722011Assets 2012: $819,324Liabilities 2012: $0Net Assets 2012: $819,3242012Assets 2013: $831,623Liabilities 2013: $0Net Assets 2013: $831,6232013Assets 2014: $776,536Liabilities 2014: $0Net Assets 2014: $776,5362014Assets 2015: $808,590Liabilities 2015: $0Net Assets 2015: $808,5902015Assets 2016: $825,711Liabilities 2016: $0Net Assets 2016: $825,7112016Assets 2017: $825,352Liabilities 2017: $0Net Assets 2017: $825,3522017Assets 2018: $827,815Liabilities 2018: $0Net Assets 2018: $827,8152018Assets 2019: $849,794Liabilities 2019: $0Net Assets 2019: $849,7942019Assets 2020: $834,021Liabilities 2020: $0Net Assets 2020: $834,0212020Assets 2021: $818,007Liabilities 2021: $0Net Assets 2021: $818,0072021Assets 2022: $768,536Liabilities 2022: $0Net Assets 2022: $768,5362022Assets 2023: $802,126Liabilities 2023: $0Net Assets 2023: $802,1262023Assets 2024: $807,615Liabilities 2024: $0Net Assets 2024: $807,6152024

Highlighted filing

2018

Assets$827,815
Liabilities$0
Net Assets$827,815
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $27,084Expenses 2011: $74,973Net Income 2011: -$47,8892011Revenue 2012: $17,359Expenses 2012: $20,607Net Income 2012: -$3,2482012Revenue 2013: $30,673Expenses 2013: $18,374Net Income 2013: $12,2992013Revenue 2014: $41,283Expenses 2014: $96,370Net Income 2014: -$55,0872014Revenue 2015: $53,327Expenses 2015: $21,273Net Income 2015: $32,0542015Revenue 2016: $42,690Expenses 2016: $25,569Net Income 2016: $17,1212016Revenue 2017: $60,689Expenses 2017: $61,048Net Income 2017: -$3592017Revenue 2018: $69,433Expenses 2018: $66,970Net Income 2018: $2,4632018Revenue 2019: $49,073Expenses 2019: $27,094Net Income 2019: $21,9792019Revenue 2020: $48,634Expenses 2020: $64,407Net Income 2020: -$15,7732020Revenue 2021: $79,542Expenses 2021: $95,556Net Income 2021: -$16,0142021Revenue 2022: $43,874Expenses 2022: $93,345Net Income 2022: -$49,4712022Revenue 2023: $42,371Expenses 2023: $8,781Net Income 2023: $33,5902023Revenue 2024: $83,807Expenses 2024: $78,318Net Income 2024: $5,4892024

Highlighted filing

2018

Revenue$69,433
Expenses$66,970
Net Income$2,463
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$126,957
Mission and Program Overview

Mission

Support of tullahoma city schools educational system

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$790,247$757,131▼ $33,116
Savings and Temporary Cash Investments$25,883$57,137▲ $31,254
Cash and Non-Interest-Bearing Accounts$9,222$13,547▲ $4,325
Total Assets$825,352$827,815▲ $2,463
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$703,216$707,072▲ $3,856
Unrestricted Net Assets$103,604$97,211▼ $6,393
Temporarily Rstr Net Assets$18,532$23,532▲ $5,000
Total Net Assets Fund Balance$825,352$827,815▲ $2,463
Total Liabilities and Net Assets / Fund Balance$825,352$827,815▲ $2,463

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$825,352$23,855▲ $45,157$5,434$827,815
2017$825,711$21,800▲ $38,889$5,733$825,352
2016$758,600$23,625▲ $69,055$10,669$825,711
2015$736,546$11,925▲ $31,402$11,273$758,600
2014$791,496$680▲ $30,559$86,370$736,546
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
James H Henry IiPresident
Beth S WelshBoard Member
Charles L ParishBoard Member
Clayton S UseltonBoard Member
Daryl B WelchBoard Member
Devry R LambBoard Member
Dr Stephen H BillsBoard Member
Fran F MarcumBoard Member
Gregory L MuseBoard Member
H Stan McnabbBoard Member
H Stan Mcnabb IiiBoard Member
Joe L LesterBoard Member
Jordan E EnnisBoard Member
Katie H DavenportBoard Member
Mike G RutherfordBoard Member
Busch H ThomaSecretary
William L YoderTreasurer
James S WoodardVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$23,855
Program Service Revenue
$0
Investment Income
$45,578
Other Revenue
$0
All Other Contributions
$23,855
Change in Net Assets
$2,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,115
Other Expenses$20,855
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,115--$46,115
Fees for Services Accounting$1,250--$1,250
Insurance$1,005--$1,005
Other Expenses$140--$140
All Other Expenses$40--$40
Total Functional Expenses$66,970$0$0$66,970
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tullahoma City SchoolsTullahoma, TN-School Activities$46,115
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 2

“James h. Henry, ii katie davenport father/daughter h. Stan mcnabb h. Stan mcnabb, iii father/son & business owners joe lester busch thoma owners-insurance company”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed and approved by the president and treasurer of the board of directors of the entity. A copy of the form is e-mailed to the entire board of directors for review.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are made available upon written request.”

Filing and Contact Details

Filer

Filer Name
Tullahoma Educational Foundation
EIN
62-1384315
Phone
9314542600
Address
P O BOX 538, TULLAHOMA, TN 37388

Signing Officer

Name
James H Henry Ii
Title
President
Phone
9314559301
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James H Henry Ii
Formed
1989
Legal Domicile
Tn
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Housholder Artman Pllc
Address
115 N JACKSON ST, TULLAHOMA, TN 37388-3523
Preparer
Angela D Eldridge
Phone
9314554248
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board members donate their time to administer the activities of this organization.”

Raw XML AppendixShowing 400 of 472 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF TULLAHOMA CITY SCHOOLS EDUCATIONAL SYSTEM
IRS990/AllOtherContributionsAmt023855
IRS990/AllOtherExpensesGrp/ProgramServicesAmt040
IRS990/AllOtherExpensesGrp/TotalAmt040
IRS990/BooksInCareOfDetail/PersonNm0JAMES H HENRY II
IRS990/BooksInCareOfDetail/PhoneNum09314559301
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 NORTH JACKSON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULLAHOMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037388
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt09222
IRS990/CashNonInterestBearingGrp/EOYAmt013547
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt023855
IRS990/CYGrantsAndSimilarPaidAmt046115
IRS990/CYInvestmentIncomeAmt045578
IRS990/CYOtherExpensesAmt020855
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02463
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt066970
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt069433
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0AWARDS TO THREE OUTSTANDING TEACHERS IN THE TULLAHOMA CITY SCHOOL SYSTEM
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.10
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/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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE L LESTER
IRS990/Form990PartVIISectionAGrp/PersonNm1BUSCH H THOMA
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES S WOODARD
IRS990/Form990PartVIISectionAGrp/PersonNm3DR STEPHEN H BILLS
IRS990/Form990PartVIISectionAGrp/PersonNm4JORDAN E ENNIS
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES H HENRY II
IRS990/Form990PartVIISectionAGrp/PersonNm6DEVRY R LAMB
IRS990/Form990PartVIISectionAGrp/PersonNm7H STAN MCNABB III
IRS990/Form990PartVIISectionAGrp/PersonNm8FRAN F MARCUM
IRS990/Form990PartVIISectionAGrp/PersonNm9H STAN MCNABB
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES L PARISH
IRS990/Form990PartVIISectionAGrp/PersonNm11KATIE H DAVENPORT
IRS990/Form990PartVIISectionAGrp/PersonNm12GREGORY L MUSE
IRS990/Form990PartVIISectionAGrp/PersonNm13CLAYTON S USELTON
IRS990/Form990PartVIISectionAGrp/PersonNm14DARYL B WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm15BETH S WELSH
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM L YODER
IRS990/Form990PartVIISectionAGrp/PersonNm17MIKE G RUTHERFORD
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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt021817
IRS990/GainOrLossGrp/SecuritiesAmt0464
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046115
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046115
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt021817
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt057988
IRS990/GrossReceiptsAmt0126957
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01005
IRS990/InsuranceGrp/TotalAmt01005
IRS990/InvestmentIncomeGrp/ExclusionAmt023297
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023297
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0790247
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0757131
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057524
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF TULLAHOMA CITY SCHOOLS EDUCATIONAL SYSTEM
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0825352
IRS990/NetAssetsOrFundBalancesEOYAmt0827815
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021817
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0464
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022281
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1AWARDS
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc3STATE FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt015000
IRS990/OtherExpensesGrp/ProgramServicesAmt13000
IRS990/OtherExpensesGrp/ProgramServicesAmt2420
IRS990/OtherExpensesGrp/ProgramServicesAmt3140
IRS990/OtherExpensesGrp/TotalAmt015000
IRS990/OtherExpensesGrp/TotalAmt13000
IRS990/OtherExpensesGrp/TotalAmt2420
IRS990/OtherExpensesGrp/TotalAmt3140
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0703216
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0707072
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES H HENRY II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTENANCE AND OPERATION OF AN ENDOWMENT FUND TO PROVIDE FUNDS FOR SUPPORT OF THE TULLAHOMA EDUCATIONAL SYSTEM IN FUTURE YEARS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt048970
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046115
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS FOR DESERVING TULLAHOMA CITY SCHOOL STUDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt021800
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt037815
IRS990/PYInvestmentIncomeAmt037203
IRS990/PYOtherExpensesAmt023233
IRS990/PYOtherRevenueAmt01686
IRS990/PYRevenuesLessExpensesAmt0-359
IRS990/PYTotalExpensesAmt061048
IRS990/PYTotalRevenueAmt060689
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02463
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025883
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057137
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE PUBLIC SUPPORT PERCENTAGE FOR 2018 FOR THE TULLAHOMA EDUCATIONAL FOUNDATION FOR EXCELLENCE IS 16.22%. THEREFORE, ITS PUBLIC SUPPORT IS MORE THAN 10% OF ITS TOTAL SUPPORT. THIS IS A SLIGHT INCREASE FROM 2017. THE BOARD OF DIRECTORS WILL CONTINUE THE SOLICITATION PLAN AND ARE HOPEFUL THE PUBLIC SUPPORT PERCENTAGE WILL CONTINUE TO INCREASE IN FUTURE YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 2,830
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PUBLIC SUPPORT PERCENTAGE FOR 2018 FOR THE TULLAHOMA EDUCATIONAL FOUNDATION FOR EXCELLENCE IS 16.22%. THEREFORE, ITS PUBLIC SUPPORT IS MORE THAN 10% OF ITS TOTAL SUPPORT. THIS IS A SLIGHT INCREASE FROM 2017. THE BOARD OF DIRECTORS WILL CONTINUE THE SOLICITATION PLAN AND ARE HOPEFUL THE PUBLIC SUPPORT PERCENTAGE WILL CONTINUE TO INCREASE IN FUTURE YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PUBLIC SUPPORT PERCENTAGE FOR 2017 FOR THE TULLAHOMA EDUCATIONAL FOUNDATION FOR EXCELLENCE IS 15.95%. THEREFORE, ITS PUBLIC SUPPORT IS MORE THAN 10% OF ITS TOTAL SUPPORT. AN INCREASE IN INVESTMENT INCOME WAS EXPERIENCED IN 2017, THUS REDUCING THE PUBLIC SUPPORT PERCENTAGE. THE BOARD OF DIRECTORS WILL CONTINUE THE SOLICITATION PLAN AND WORK TO INCREASE THE PUBLIC SUPPORT PERCENTAGE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART II, LINE 17B
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0101885
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt03600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt03600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt03600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt03600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt03600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt018000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022794
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0121338
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01133
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02830
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16220
IRS990ScheduleA/PublicSupportPY170Pct00.15950
IRS990ScheduleA/PublicSupportTotal170Amt039597
IRS990ScheduleA/SubstantialContributorsTotAmt080288
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014280
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0119885
IRS990ScheduleA/TotalSupportAmt0244053
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.11740
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0825352
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt023855
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0827815
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt061115
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt045157
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0825711
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0825352
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt055315
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038889
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0758600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt023625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0825711
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt014900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0736546
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011925
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0758600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031402
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt011273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0791496
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0736546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030559
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt086370
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.85420
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02840
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt046115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TULLAHOMA CITY SCHOOLS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0510 SO JACKSON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULLAHOMA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037388
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS DONATE THEIR TIME TO ADMINISTER THE ACTIVITIES OF THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES H. HENRY, II KATIE DAVENPORT FATHER/DAUGHTER H. STAN MCNABB H. STAN MCNABB, III FATHER/SON & BUSINESS OWNERS JOE LESTER BUSCH THOMA OWNERS-INSURANCE COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS OF THE ENTITY. A COPY OF THE FORM IS E-MAILED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt018532
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt023532
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0825352

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$827,815
Liabilities
$0
Net assets
$827,815
Revenue
$69,433
Expenses
$66,970
Net income
$2,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.84$0.78$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.42$0.09$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.44$0.93$0.49
2021Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.80$0.96$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.49$0.64$0.16
2019Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.49$0.27$0.22
2018Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.69$0.67$0.02
2017Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.61$0.61$0.00
2016Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.43$0.26$0.17
2015Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.53$0.21$0.32
2014Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.41$0.96$0.55
2013Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.31$0.18$0.12
2012Summary only. Only limited summary data is available for this year.$8.19$0.00$8.19$0.17$0.21$0.03
2011Summary only. Only limited summary data is available for this year.$8.23$0.00$8.23$0.27$0.75$0.48