Civic Intelligence

M R Lovette Tuwc-Mckinney Cem 15-3000430

EIN 62-6033219 • 4947(a)1 • Knoxville, TN

Profile

This entity exists solely for the purpose of providing financial support to the mckinney cemetery, a part of the rogersville presbyterian church and a qualified charity.

800 S Gay StreetKnoxville, TN 37995-1230

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$61,718

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

266%

Faster revenue growth than 94% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,195,353

Up $422,126 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,195,353

Up $422,126 (+7.3%) from 2023

Revenue

Up

$733,873

Up $533,388 (+266%) from 2023

Expenses

Up

$309,962

Up $31,518 (+11%) from 2023

Net Income

Up

$423,911

Up $501,870 (+644%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,327,200Liabilities 2010: $0Net Assets 2010: $4,327,2002010Assets 2011: $4,425,265Liabilities 2011: $0Net Assets 2011: $4,425,2652011Assets 2012: $4,456,891Liabilities 2012: $0Net Assets 2012: $4,456,8912012Assets 2014: $5,029,837Liabilities 2014: $0Net Assets 2014: $5,029,8372014Assets 2015: $4,968,709Liabilities 2015: $0Net Assets 2015: $4,968,7092015Assets 2016: $4,949,921Liabilities 2016: $0Net Assets 2016: $4,949,9212016Assets 2017: $5,028,441Liabilities 2017: $0Net Assets 2017: $5,028,4412017Assets 2018: $5,271,279Liabilities 2018: $0Net Assets 2018: $5,271,2792018Assets 2019: $5,362,742Liabilities 2019: $0Net Assets 2019: $5,362,7422019Assets 2020: $5,607,314Liabilities 2020: $0Net Assets 2020: $5,607,3142020Assets 2021: $5,884,503Liabilities 2021: $0Net Assets 2021: $5,884,5032021Assets 2022: $5,850,506Liabilities 2022: $0Net Assets 2022: $5,850,5062022Assets 2023: $5,773,227Liabilities 2023: $0Net Assets 2023: $5,773,2272023Assets 2024: $6,195,353Liabilities 2024: $0Net Assets 2024: $6,195,3532024

Highlighted filing

2024

Assets$6,195,353
Liabilities$0
Net Assets$6,195,353

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $111,2502010Expenses 2011: $146,5742011Expenses 2012: $116,9402012Revenue 2014: $338,735Expenses 2014: $221,678Net Income 2014: $117,0572014Revenue 2015: $155,718Expenses 2015: $219,967Net Income 2015: -$64,2492015Revenue 2016: $162,632Expenses 2016: $181,646Net Income 2016: -$19,0142016Revenue 2017: $269,953Expenses 2017: $190,291Net Income 2017: $79,6622017Revenue 2018: $447,851Expenses 2018: $201,152Net Income 2018: $246,6992018Revenue 2019: $293,062Expenses 2019: $202,004Net Income 2019: $91,0582019Revenue 2020: $439,699Expenses 2020: $194,781Net Income 2020: $244,9182020Revenue 2021: $605,804Expenses 2021: $322,987Net Income 2021: $282,8172021Revenue 2022: $309,217Expenses 2022: $337,813Net Income 2022: -$28,5962022Revenue 2023: $200,485Expenses 2023: $278,444Net Income 2023: -$77,9592023Revenue 2024: $733,873Expenses 2024: $309,962Net Income 2024: $423,9112024

Highlighted filing

2024

Revenue$733,873
Expenses$309,962
Net Income$423,911

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.73$0.31$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.20$0.28$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.31$0.34$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.61$0.32$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.44$0.19$0.24
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.29$0.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.45$0.20$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.27$0.19$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.16$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.16$0.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.34$0.22$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.00$4.46$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$0.00$4.33$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$1,895,397
Mission and Program Overview

Mission

This entity exists solely for the purpose of providing financial support to the mckinney cemetery, a part of the rogersville presbyterian church and a qualified charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,773,227$6,195,353▲ $422,126
Investments in Publicly Traded Securities$5,662,826$5,960,191▲ $297,365
Savings and Temporary Cash Investments$110,251$235,162▲ $124,911
Cash and Non-Interest-Bearing Accounts$150--
Total Assets$5,773,227$6,195,353▲ $422,126
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,773,227$6,195,353▲ $422,126
Total Liabilities and Net Assets / Fund Balance$5,773,227$6,195,353▲ $422,126
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$61,718$61,718
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$733,873
Other Revenue
$0
Change in Net Assets
$423,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$245,839
Salaries, Compensation, and Employee Benefits$61,718
Other Expenses$2,405
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$245,839--$245,839
Current Officers, Directors, Trustees, and Key Employees-$61,718-$61,718
All Other Expenses-$2,405-$2,405
Total Functional Expenses$245,839$64,123$0$309,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mckinney CemeteryRogersville, TN501(c)For Maintenance and Upkeep of Cemetery Grounds.$245,839
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

NO MATERIAL DIFFERENCES

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

All meetings are documented based upon policies established by the corporate trustee of the trust.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

Meetings are documented based upon policies established by the corporate trustee of the trust.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

A member of the governing board must sign the form 990 prior to filing.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Conflicts of interest are required to be reported to the board of the trust governing body. Periodic training regarding conflicts of interest is required of all governing body members.

FORM 990, PAGE 6, PART VI, LINE 15A

Compensation based upon regularly published fee schedules of the corporate trustee.

FORM 990, PAGE 6, PART VI, LINE 15B

Compensation based upon regularly published fee schedules of the corporate trustee.

Form 990, Page 6, Part VI, Line 18

All documents are available upon request at the offices of the trustee

Form 990, Page 6, Part VI, Line 19

Policies may be obtained in written form upon request at the office of the trustee during normal business hours.

Form 990, Page 7, Part VII, Section A

Hours by trustee may vary

Filing and Contact Details

Filer

Filer Name
M R Lovette Tuwc-mckinney Cem 15-3000430
EIN
62-6033219
Phone
8659712163
Address
800 S GAY STREET, KNOXVILLE, TN 37995-1230

Signing Officer

Name
First Horizon Bank
Title
Vice President
Phone
8659712163
Signed
2025-05-07

Organization Details

Formed
1949
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Rounding/timing variances

Raw XML Appendix356 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.

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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt07402415
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06535582
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0259085
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0228745
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt07515142
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06635109
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0259085
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0228745
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0245839
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCKINNEY CEMETERY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0245839
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0245839
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR MAINTENANCE AND UPKEEP OF CEMETERY GROUNDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MCKINNEY CEMETERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ROGERSVILLE PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0626021012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0110 STAMPS STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROGERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0378573413
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECIPIENT MUST REGULARLY VERIFY CONTINUING TAX-EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO MATERIAL DIFFERENCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEETINGS ARE DOCUMENTED BASED UPON POLICIES ESTABLISHED BY THE CORPORATE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETINGS ARE DOCUMENTED BASED UPON POLICIES ESTABLISHED BY THE CORPORATE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A MEMBER OF THE GOVERNING BOARD MUST SIGN THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE REQUIRED TO BE REPORTED TO THE BOARD OF THE TRUST GOVERNING BODY. PERIODIC TRAINING REGARDING CONFLICTS OF INTEREST IS REQUIRED OF ALL GOVERNING BODY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION BASED UPON REGULARLY PUBLISHED FEE SCHEDULES OF THE CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION BASED UPON REGULARLY PUBLISHED FEE SCHEDULES OF THE CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8POLICIES MAY BE OBTAINED IN WRITTEN FORM UPON REQUEST AT THE OFFICE OF THE TRUSTEE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOURS BY TRUSTEE MAY VARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ROUNDING/TIMING VARIANCES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05773227
IRS990/TotalAssetsEOYAmt06195353
IRS990/TotalAssetsGrp/BOYAmt05773227
IRS990/TotalAssetsGrp/EOYAmt06195353
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064123
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245839
IRS990/TotalFunctionalExpensesGrp/TotalAmt0309962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05773227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06195353
IRS990/TotalOtherCompensationAmt061718
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0199619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0733873
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05773227
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06195353
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0TRUST DIVISION
IRS990/USAddress/CityNm0KNOXVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0379951230
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST HORIZON BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08659712163
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M R LOVETTE TUWC-MCKINNEY CEM 15-3000430
ReturnHeader/Filer/BusinessNameControlTxt0LOVE
ReturnHeader/Filer/EIN0626033219
ReturnHeader/Filer/PhoneNum08659712163
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 S GAY STREET
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0379951230
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-05-12T09:01:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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