Civic Intelligence

Le Jones Tuw for Various 148-3010004

990 • Fiscal year 2020 • EIN 62-6034222

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 17, 2021

Organization ProfileN/A
800 S Gay StreetKnoxville, TN 37995-1230

(865) 582-3865

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

39%

Higher net margin than 79% of similar nonprofits.

2020 filings • 4947(a)1 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$9,291

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2020 filings • 4947(a)1 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

8.7%

Faster asset growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$474,536

Up $38,029 (+8.7%) from 2019

Net Assets

Up

$474,536

Up $38,029 (+8.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Up

$48,610

Up $26,296 (+118%) from 2019

Expenses

Up

$29,650

Up $2,874 (+11%) from 2019

Net Income

Up

$18,960

Up $23,422 (+525%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2010: $327,825Liabilities 2010: $0Net Assets 2010: $327,8252010Assets 2011: $369,981Liabilities 2011: $0Net Assets 2011: $369,9812011Assets 2012: $398,648Liabilities 2012: $0Net Assets 2012: $398,6482012Assets 2013: $414,311Liabilities 2013: $0Net Assets 2013: $414,3112013Assets 2014: $438,548Liabilities 2014: $0Net Assets 2014: $438,5482014Assets 2015: $446,008Liabilities 2015: $0Net Assets 2015: $446,0082015Assets 2016: $440,369Liabilities 2016: $0Net Assets 2016: $440,3692016Assets 2017: $439,826Liabilities 2017: $0Net Assets 2017: $439,8262017Assets 2018: $440,942Liabilities 2018: $0Net Assets 2018: $440,9422018Assets 2019: $436,507Liabilities 2019: $0Net Assets 2019: $436,5072019Assets 2020: $474,536Liabilities 2020: $0Net Assets 2020: $474,5362020Assets 2021: $475,126Liabilities 2021: $0Net Assets 2021: $475,1262021Assets 2022: $464,861Liabilities 2022: $0Net Assets 2022: $464,8612022Assets 2024: $464,589Liabilities 2024: $0Net Assets 2024: $464,5892024

Highlighted filing

2020

Assets$474,536
Liabilities$0
Net Assets$474,536
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $11,8562010Expenses 2011: $12,9132011Expenses 2012: $15,2472012Revenue 2013: $30,662Expenses 2013: $15,175Net Income 2013: $15,4872013Revenue 2014: $41,349Expenses 2014: $16,891Net Income 2014: $24,4582014Revenue 2015: $25,714Expenses 2015: $18,255Net Income 2015: $7,4592015Revenue 2016: $12,356Expenses 2016: $18,125Net Income 2016: -$5,7692016Revenue 2017: $17,342Expenses 2017: $17,892Net Income 2017: -$5502017Revenue 2018: $18,988Expenses 2018: $17,533Net Income 2018: $1,4552018Revenue 2019: $22,314Expenses 2019: $26,776Net Income 2019: -$4,4622019Revenue 2020: $48,610Expenses 2020: $29,650Net Income 2020: $18,9602020Revenue 2021: $35,142Expenses 2021: $15,234Net Income 2021: $19,9082021Revenue 2022: $24,952Expenses 2022: $34,618Net Income 2022: -$9,6662022Revenue 2024: $28,478Expenses 2024: $23,209Net Income 2024: $5,2692024

Highlighted filing

2020

Revenue$48,610
Expenses$29,650
Net Income$18,960
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 17, 2021
Return Version
2020v4.1
Gross Receipts
$133,897
Mission and Program Overview

Mission

The document establishing this trust restricts the use of trust assets to certain named tax-exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$436,507$474,536▲ $38,029
Investments in Publicly Traded Securities$434,197$457,960▲ $23,763
Savings and Temporary Cash Investments$2,310$15,980▲ $13,670
Cash and Non-Interest-Bearing Accounts-$596-
Total Assets$436,507$474,536▲ $38,029
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$436,507$474,536▲ $38,029
Total Liabilities and Net Assets / Fund Balance$436,507$474,536▲ $38,029
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
-Trustee$9,291$9,291
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,610
Other Revenue
$0
Change in Net Assets
$18,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,219
Salaries, Compensation, and Employee Benefits$9,292
Other Expenses$139
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,219--$20,219
Current Officers, Directors, Trustees, and Key Employees-$9,292-$9,292
All Other Expenses-$139-$139
Total Functional Expenses$20,219$9,431$0$29,650
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of TennesseeKnoxville, TN501(c)To Provide Financial Support for the Budgetary Needs of the University, Focused in the Area of Providing Scholarships.$19,618
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

“There are no differences among the voting rights of thegoverning body .”

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

“All meetings of the governing body must be documented based upon standards established by the trustee of the trust.”

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

“Any committee meetings must be reported to the governing body and thereby entered into the governing body meeting minutes based upon standards established by the trustee of the trust.”

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

“The form 990 must be reviewed and signed by a member of the governing body before it can be filed.”

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

“Any conflicts of interest must be reported to the 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.”

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

“Compensation based upon regularly published fee schedules.”

Form 990, Page 6, Part VI, Line 18

“All documents and policies are available for inspection at the office of the trustee during normal business hours.”

Form 990, Page 6, Part VI, Line 19

“Documents are available in written form at the office of the trustee during normal business hours.”

Form 990, Page 7, Part VII, Section A

“TRUSTEE HOURS WILL VARY.”

Filing and Contact Details

Filer

Filer Name
Le Jones Tuw for Various 148-3010004
EIN
62-6034222
Phone
8655823865
Address
800 S GAY STREET, KNOXVILLE, TN 37995-1230

Signing Officer

Name
First Horizon Bank
Title
Vice President
Phone
8655823865
Signed
2021-06-17

Organization Details

Principal Officer
Alan M Moore
Formed
1958
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.

Path#Value
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0434197
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt085287
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt019069
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt022314
IRS990/PYOtherExpensesAmt0147
IRS990/PYRevenuesLessExpensesAmt0-4462
IRS990/PYSalariesCompEmpBnftPaidAmt08918
IRS990/PYTotalExpensesAmt026776
IRS990/PYTotalRevenueAmt022314
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt018960
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0436507
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt02310
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FINANCIAL SUPPORT FOR THE BUDGETARY NEEDS OF THE UNIVERSITY, FOCUSED IN THE AREA OF PROVIDING SCHOLARSHIPS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TENNESSEE
IRS990ScheduleI/RecipientTable/RecipientEIN0626034222
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 ANDY HOLT TOWER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KNOXVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0379960100
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL RECIPIENTS MUST REGULARLY NOTIFY TRUSTEE OF ANY CHANGES TO THEIR TAX-EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO DIFFERENCES AMONG THE VOTING RIGHTS OF THEGOVERNING BODY .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEETINGS OF THE GOVERNING BODY MUST BE DOCUMENTED BASED UPON STANDARDS ESTABLISHED BY THE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY COMMITTEE MEETINGS MUST BE REPORTED TO THE GOVERNING BODY AND THEREBY ENTERED INTO THE GOVERNING BODY MEETING MINUTES BASED UPON STANDARDS ESTABLISHED BY THE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 MUST BE REVIEWED AND SIGNED BY A MEMBER OF THE GOVERNING BODY BEFORE IT CAN BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY CONFLICTS OF INTEREST MUST BE REPORTED TO THE GOVERNING BODY .PERIODIC TRAINING REGARDING CONFLICTS OF INTEREST IS REQUIRED OF ALL GOVERNING BODY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION BASED UPON REGULARLY PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION BASED UPON REGULARLY PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL DOCUMENTS AND POLICIES ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE TRUSTEE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOCUMENTS ARE AVAILABLE IN WRITTEN FORM AT THE OFFICE OF THE TRUSTEE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRUSTEE HOURS WILL 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0436507
IRS990/TotalAssetsEOYAmt0474536
IRS990/TotalAssetsGrp/BOYAmt0436507
IRS990/TotalAssetsGrp/EOYAmt0474536
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09431
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020219
IRS990/TotalFunctionalExpensesGrp/TotalAmt029650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0436507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0474536
IRS990/TotalOtherCompensationAmt09291
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048610
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0436507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0474536
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST HORIZON BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08655823865
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LE JONES TUW FOR VARIOUS 148-3010004
ReturnHeader/Filer/BusinessNameControlTxt0JONE
ReturnHeader/Filer/EIN0626034222
ReturnHeader/Filer/PhoneNum08655823865
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 S GAY STREET
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0379951230
ReturnHeader/ReturnTs02021-06-28T08:00:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,536
Liabilities
$0
Net assets
$474,536
Revenue
$48,610
Expenses
$29,650
Net income
$18,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.28$0.23$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.25$0.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.35$0.15$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.49$0.30$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.22$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.19$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.17$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.12$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.26$0.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.41$0.17$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.31$0.15$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.00$3.99$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.12