Civic Intelligence

St Marys Cathedral Trust 49-7906342

990 • Fiscal year 2013 • EIN 62-6033951

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 17, 2014

Organization Profile
40 Burton Hills Blvd Suite 30037215

(615) 783-1435

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

3rd percentile

-97%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

39th percentile

$5,702

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

27th percentile

-3.2%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$1,018,203

Down $33,206 (-3.2%) from 2012

Net Assets

Down

$1,018,203

Down $33,206 (-3.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

$34,349

No earlier filing loaded for comparison.

Expenses

Down

$67,555

Down $9,850 (-13%) from 2012

Net Income

-$33,206

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2013

Assets$1,018,203
Liabilities$0
Net Assets$1,018,203
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$34,349
Expenses$67,555
Net Income-$33,206
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 17, 2014
Return Version
2013v3.1
Gross Receipts
$34,349
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$1,051,409$1,018,203▼ $33,206
Investments in Publicly Traded Securities$833,307$938,708▲ $105,401
Savings and Temporary Cash Investments$212,962$74,763▼ $138,199
Cash and Non-Interest-Bearing Accounts$5,140$4,732▼ $408
Total Assets$1,051,409$1,018,203▼ $33,206
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,051,409$1,018,203▼ $33,206
Total Liabilities and Net Assets / Fund Balance$1,051,409$1,018,203▼ $33,206

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,051,409-▲ $34,349$6,080$1,018,203
2012$1,086,253-▲ $42,561$5,757$1,051,409
2011$1,057,696-▲ $70,362$7,067$1,086,253
2010$1,053,973-▲ $38,234$6,595$1,057,696
2009$1,102,314-▼ $18,308$10,946$1,053,973
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cumberland Trust Investment CoTrusteePT$5,702$5,702
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,349
Other Revenue
$0
Change in Net Assets
$-33,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,507
Other Expenses$14,048
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,507--$53,507
Fees for Services Other-$6,768-$6,768
Fees for Service Investment Mgmnt Fees$5,702--$5,702
Fees for Services Accounting-$1,200-$1,200
Other Expenses$378--$378
Total Functional Expenses$59,587$7,968$0$67,555
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
62-0481468-3General Support$53,507
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
Backup withholding compliance
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, Page 6, Part VI, Line 3

“Cumberland trust & investment co.”

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

“Trustee reviews and signs form 990 prior to filing.”

Form 990, Page 6, Part VI, 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 per cent (3%) of the gross income received in any one year".”

Form 990, Page 6, Part VI, Line 19

“Form 990 is available for public inspection upon request”

Filing and Contact Details

Filer

EIN
62-6033951
Phone
6157831435

Signing Officer

Name
Gina St Charles
Title
Trustee, Cumberland Tr & Inv
Phone
6157831435
Signed
2014-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina St Charles
Formed
1946
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Preparer
Lee E Hood
Phone
9017675080
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“FIDUCIARY FEES 0 6,768 0”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Part v, line 4 - intended uses for endowment funds for the exclusive use in the proscecution of the religious and charitable work of the protestant episcopal diocese of tennessee.”

Raw XML Appendix331 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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IRS990/InvestmentInJointVentureInd0false
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IRS990/IRPDocumentCnt00
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/CertificationInd0X
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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 PER CENT (3%) OF THE GROSS INCOME RECEIVED IN ANY ONE YEAR".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIDUCIARY FEES 0 6,768 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt053507
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DISTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ST MARY'S EPISCOPAL CATHEDRAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01051409
IRS990/TotalAssetsEOYAmt01018203
IRS990/TotalAssetsGrp/BOYAmt01051409
IRS990/TotalAssetsGrp/EOYAmt01018203
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07968
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059587
IRS990/TotalFunctionalExpensesGrp/TotalAmt067555
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01051409
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01018203
IRS990/TotalProgramServiceExpensesAmt059587
IRS990/TotalReportableCompFromOrgAmt05702
IRS990/TotalRevenueGrp/ExclusionAmt034349
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034349
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01051409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01018203
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10CUMBERLAND TRUST INVESTMENT CO
IRS990/USAddress/City0NASHVILLE
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037215
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA ST CHARLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, CUMBERLAND TR & INV
ReturnHeader/BusinessOfficerGrp/PhoneNum06157831435
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST MARYS CATHEDRAL TRUST 49-7906342
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0626033951
ReturnHeader/Filer/PhoneNum06157831435
ReturnHeader/Filer/USAddress/AddressLine1040 BURTON HILLS BLVD SUITE 300
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WHITEHORN TANKERSLEY & DAVIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10670 OAKLEAF OFFICE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0381174811
ReturnHeader/PreparerPersonGrp/PhoneNum09017675080
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE E HOOD
ReturnHeader/ReturnTs02014-04-07T13:51:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,018,203
Liabilities
$0
Net assets
$1,018,203
Revenue
$34,349
Expenses
$67,555
Net income
-$33,206
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