Civic Intelligence

St Marys Cathedral Trust

EIN 62-6033951 • 501(c)3 • Nashville, TN

Profile

For exclusive use in the prosecution of the religious and charitable work of the protestant episcopal diocese of tennessee.

40 Burton Hills Blvd Suite 300Nashville, TN 37215
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-7.7%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

190%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$766,335

Down $63,840 (-7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$766,335

Down $63,840 (-7.7%) from 2023

Revenue

Up

$56,761

Up $37,217 (+190%) from 2023

Expenses

Up

$120,601

Up $56,081 (+87%) from 2023

Net Income

Down

-$63,840

Down $18,864 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,086,253Liabilities 2011: $0Net Assets 2011: $1,086,2532011Assets 2012: $1,051,409Liabilities 2012: $0Net Assets 2012: $1,051,4092012Assets 2013: $1,018,203Liabilities 2013: $0Net Assets 2013: $1,018,2032013Assets 2014: $985,352Liabilities 2014: $0Net Assets 2014: $985,3522014Assets 2015: $952,302Liabilities 2015: $0Net Assets 2015: $952,3022015Assets 2016: $919,646Liabilities 2016: $0Net Assets 2016: $919,6462016Assets 2017: $890,873Liabilities 2017: $0Net Assets 2017: $890,8732017Assets 2018: $864,469Liabilities 2018: $0Net Assets 2018: $864,4692018Assets 2019: $834,076Liabilities 2019: $0Net Assets 2019: $834,0762019Assets 2020: $823,895Liabilities 2020: $0Net Assets 2020: $823,8952020Assets 2021: $899,469Liabilities 2021: $0Net Assets 2021: $899,4692021Assets 2022: $875,151Liabilities 2022: $0Net Assets 2022: $875,1512022Assets 2023: $830,175Liabilities 2023: $0Net Assets 2023: $830,1752023Assets 2024: $766,335Liabilities 2024: $0Net Assets 2024: $766,3352024

Highlighted filing

2024

Assets$766,335
Liabilities$0
Net Assets$766,335

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $41,8052011Expenses 2012: $77,4052012Revenue 2013: $34,349Expenses 2013: $67,555Net Income 2013: -$33,2062013Revenue 2014: $36,358Expenses 2014: $69,209Net Income 2014: -$32,8512014Revenue 2015: $37,867Expenses 2015: $70,917Net Income 2015: -$33,0502015Revenue 2016: $36,314Expenses 2016: $68,970Net Income 2016: -$32,6562016Revenue 2017: $40,886Expenses 2017: $69,659Net Income 2017: -$28,7732017Revenue 2018: $43,432Expenses 2018: $69,836Net Income 2018: -$26,4042018Revenue 2019: $38,449Expenses 2019: $68,842Net Income 2019: -$30,3932019Revenue 2020: $58,445Expenses 2020: $68,626Net Income 2020: -$10,1812020Revenue 2021: $144,267Expenses 2021: $68,693Net Income 2021: $75,5742021Revenue 2022: $47,362Expenses 2022: $71,680Net Income 2022: -$24,3182022Revenue 2023: $19,544Expenses 2023: $64,520Net Income 2023: -$44,9762023Revenue 2024: $56,761Expenses 2024: $120,601Net Income 2024: -$63,8402024

Highlighted filing

2024

Revenue$56,761
Expenses$120,601
Net Income-$63,840

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.06$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.14$0.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.07$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$178,046
Mission and Program Overview

Mission

For exclusive use in the prosecution of the religious and charitable work of the protestant episcopal diocese of tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$830,175$766,335▼ $63,840
Investments in Publicly Traded Securities$815,630$752,887▼ $62,743
Cash and Non-Interest-Bearing Accounts$6,149$8,130▲ $1,981
Savings and Temporary Cash Investments$8,396$5,318▼ $3,078
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$830,175$766,335▼ $63,840
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$830,175$766,335▼ $63,840
Total Liabilities and Net Assets / Fund Balance$830,175$766,335▼ $63,840

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$679,158-▲ $56,761$7,131$615,318
2023$724,134-▲ $19,544$5,841$679,158
2022$748,452-▲ $47,363$7,087$724,134
2021$824,026-▲ $144,266$7,348$748,452
2020$834,207-▲ $58,445$6,734$824,026
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$7,059$7,059
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$56,761
Other Revenue
$0
Change in Net Assets
$-63,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,961
Other Expenses$15,640
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,961--$104,961
Fees for Services Other-$7,059-$7,059
Fees for Service Investment Mgmnt Fees$6,631--$6,631
Fees for Services Accounting-$1,450-$1,450
Other Expenses$500--$500
Total Functional Expenses$112,092$8,509$0$120,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S EPISCOPAL CATHEDRALMemphis, TN3General Support$104,961
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 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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Cumberland trust & investment co.

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

Trustee reviews and signs form 990 prior to filing.

Form 990, Part VI, Section B, Line 15B

As designated by the trust agreement: "the trustee shall hold, control, manage and administer the trust estate and the income derived therefrom, exercising plenary power in the behalf, all as herinafter provided. As its compensation for services hereunder the trustee shall receive such reasonable compensation as may generally from time to time prevail with respect to the administration of trusts of like character and involving similar duties and responsiblilities, such compensation, however, in no event to exceed three percent (3%) of the gross income received in any one year."

Form 990, Part VI, Section C, Line 19

Form 990 is available for public inspection upon request

Filing and Contact Details

Filer

Filer Name
St Marys Cathedral Trust
EIN
62-6033951
Phone
6157831437
Address
40 BURTON HILLS BLVD SUITE 300, NASHVILLE, TN 37215

Signing Officer

Name
Cumberland Trust Investment Co
Title
Trustee
Phone
6157831437
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cumberland Trust Invest
Formed
1946
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ata Advisory LLC
Address
6525 N QUAIL HOLLOW RD STE 500, MEMPHIS, TN 38120
Preparer
Lee Hood
Phone
9016841170
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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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08036
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0834207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0824026
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt053856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06734
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0104961
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARY'S EPISCOPAL CATHEDRAL
IRS990ScheduleI/RecipientTable/RecipientEIN0620481468
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0692 POPLAR AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REPORTS PERIODICALLY TO BENEFICIARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CUMBERLAND TRUST & INVESTMENT CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE REVIEWS AND SIGNS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS DESIGNATED BY THE TRUST AGREEMENT: "THE TRUSTEE SHALL HOLD, CONTROL, MANAGE AND ADMINISTER THE TRUST ESTATE AND THE INCOME DERIVED THEREFROM, EXERCISING PLENARY POWER IN THE BEHALF, ALL AS HERINAFTER PROVIDED. AS ITS COMPENSATION FOR SERVICES HEREUNDER THE TRUSTEE SHALL RECEIVE SUCH REASONABLE COMPENSATION AS MAY GENERALLY FROM TIME TO TIME PREVAIL WITH RESPECT TO THE ADMINISTRATION OF TRUSTS OF LIKE CHARACTER AND INVOLVING SIMILAR DUTIES AND RESPONSIBLILITIES, SUCH COMPENSATION, HOWEVER, IN NO EVENT TO EXCEED THREE PERCENT (3%) OF THE GROSS INCOME RECEIVED IN ANY ONE YEAR."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MARY'S EPISCOPAL CATHEDRAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620481468
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0692 POPLAR AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0104961
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DISTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST MARY'S EPISCOPAL CATHEDRAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0830175
IRS990/TotalAssetsEOYAmt0766335
IRS990/TotalAssetsGrp/BOYAmt0830175
IRS990/TotalAssetsGrp/EOYAmt0766335
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112092
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0830175
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0766335
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0112092
IRS990/TotalReportableCompFromOrgAmt07059
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056761
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056761
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0830175
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0766335
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037215
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND TRUST INVESTMENT CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157831437
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARYS CATHEDRAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0626033951
ReturnHeader/Filer/PhoneNum06157831437
ReturnHeader/Filer/USAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934967814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATA ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06525 N QUAIL HOLLOW RD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09016841170
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE HOOD
ReturnHeader/ReturnTs02025-10-08T08:45:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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