Civic Intelligence

St Marys Cathedral Trust 49-7906342

990 • Fiscal year 2017 • EIN 62-6033951

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

Organization Profile
40 Burton Hills Blvd Suite 300Nashville, TN 37215

(615) 783-1435

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-70%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$6,996

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$890,873

Down $28,773 (-3.1%) from 2016

Net Assets

Down

$890,873

Down $28,773 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Up

$40,886

Up $4,572 (+13%) from 2016

Expenses

Up

$69,659

Up $689 (+1.0%) from 2016

Net Income

Up

-$28,773

Up $3,883 (+12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2017

Assets$890,873
Liabilities$0
Net Assets$890,873
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

2017

Revenue$40,886
Expenses$69,659
Net Income-$28,773
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.3
Gross Receipts
$40,886
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$919,646$890,873▼ $28,773
Investments in Publicly Traded Securities$897,459$857,426▼ $40,033
Savings and Temporary Cash Investments$21,598$30,044▲ $8,446
Cash and Non-Interest-Bearing Accounts$589$3,403▲ $2,814
Total Assets$919,646$890,873▼ $28,773
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$919,646$890,873▼ $28,773
Total Liabilities and Net Assets / Fund Balance$919,646$890,873▼ $28,773

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$919,646-▲ $40,886$7,393$890,873
2016$952,299-▲ $36,318$7,192$919,646
2015$985,352-▲ $37,867$7,366$952,299
2014$1,018,203-▲ $36,358$6,963$985,352
2013$1,051,409-▲ $34,349$6,080$1,018,203
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cumberland Trust Investment CoTrusteePT$6,996$6,996
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,886
Other Revenue
$0
Change in Net Assets
$-28,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,266
Other Expenses$15,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,266--$54,266
Fees for Service Investment Mgmnt Fees$6,996--$6,996
Fees for Services Other-$6,800-$6,800
Fees for Services Accounting-$1,200-$1,200
Other Expenses$397--$397
Total Functional Expenses$61,659$8,000$0$69,659
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S EPISCOPAL CATHEDRALMemphis, TN3General Support$54,266
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

Filer Name
St Marys Cathedral Trust
EIN
62-6033951
Phone
6157831435
Address
40 BURTON HILLS BLVD SUITE 300, NASHVILLE, TN 37215

Signing Officer

Name
Cumberland Trust Investment Co
Title
Trustee
Phone
6157832552
Signed
2018-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cumberland Trust Investment Co
Formed
1946
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Whitehorn Tankersley & Davis Pllc
Address
670 OAKLEAF OFFICE LANE, MEMPHIS, TN 38117-4811
Preparer
Lee E Hood
Phone
9017675080
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Intended uses for endowment funds for the exclusive use in the prosecution of the religious and charitable work of the protestant episcopal dioceses of tennessee”

Raw XML Appendix359 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/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION, ST. MARY'S CATHEDRAL, DOES NOT RELY SOLEY ON THE ST. MARY'S CATHEDRAL TRUST. ST. MARY'S CATHEDRAL PURPOSE IS TO REPRESENT JESUS CHRIST IN THE LIVES OF ITS PARISHIONERS, EXTEND THE DISCIPLESHIP OF GOD'S KINGDOM AND BE A HOUSE OF PRAYER FOR ALL PEOPLE. THE MAIN SOURCE OF INCOME FOR ST. MARY'S CATHEDRAL ARE DONATIONS FROM ITS PARISHIONERS.
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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/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620481468
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt054266
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DISTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST MARY'S EPISCOPAL CATHEDRAL
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061659
IRS990/TotalFunctionalExpensesGrp/TotalAmt069659
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IRS990/TotalProgramServiceExpensesAmt061659
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IRS990/TotalRevenueGrp/ExclusionAmt040886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040886
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0NASHVILLE
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND TRUST INVESTMENT CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157832552
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARYS CATHEDRAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0626033951
ReturnHeader/Filer/PhoneNum06157831435
ReturnHeader/Filer/USAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId081B5F35B326C83750C0A30653C5B96D829B1817E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId081B5F35B326C83750C0A30653C5B96D829B1817E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.183.53.98
ReturnHeader/FilingSecurityInformation/IPDt02018-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:07:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621039882
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITEHORN TANKERSLEY & DAVIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0670 OAKLEAF OFFICE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381174811
ReturnHeader/PreparerPersonGrp/PhoneNum09017675080
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE E HOOD
ReturnHeader/ReturnTs02018-08-15T07:07:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890,873
Liabilities
$0
Net assets
$890,873
Revenue
$40,886
Expenses
$69,659
Net income
-$28,773
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