Civic Intelligence

Le Jones Tuw for Various 148-3010004

EIN 62-6034222 • 4947(a)1 • Knoxville, TN

990-N Coverage

Profile

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

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

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

19%

Higher net margin than 65% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$10,226

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

-0.0%

Faster asset growth than 59% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

48th percentile

6.8%

Faster revenue growth than 48% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$464,589

Down $272 (-0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$464,589

Down $272 (-0.1%) from 2022

Revenue

Up

$28,478

Up $3,526 (+14%) from 2022

Expenses

Down

$23,209

Down $11,409 (-33%) from 2022

Net Income

Up

$5,269

Up $14,935 (+155%) from 2022

Trend Graphs

Balance Sheet Trend

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

$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

2024

Assets$464,589
Liabilities$0
Net Assets$464,589

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$28,478
Expenses$23,209
Net Income$5,269

Filings

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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$206,259
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$458,992$464,589▲ $5,597
Investments in Publicly Traded Securities$450,709$441,686▼ $9,023
Cash and Non-Interest-Bearing Accounts$8,283$22,903▲ $14,620
Total Assets$458,992$464,589▲ $5,597
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,992$464,589▲ $5,597
Total Liabilities and Net Assets / Fund Balance$458,992$464,589▲ $5,597
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$10,226$10,226
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,478
Other Revenue
$0
Change in Net Assets
$5,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,812
Salaries, Compensation, and Employee Benefits$10,226
Other Expenses$171
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,812--$12,812
Current Officers, Directors, Trustees, and Key Employees-$10,226-$10,226
All Other Expenses-$171-$171
Total Functional Expenses$12,812$10,397$0$23,209
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.$12,212
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 280-3010004
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
2025-05-12

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 Appendix357 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/GainOrLossGrp/SecuritiesAmt09775
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IRS990/GrantsToOrganizationsInd0true
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0464589
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0328
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/PartialLiquidationInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt112212
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF TENNESSEE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt012812
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012212
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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0458992
IRS990/TotalAssetsEOYAmt0464589
IRS990/TotalAssetsGrp/BOYAmt0458992
IRS990/TotalAssetsGrp/EOYAmt0464589
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012812
IRS990/TotalFunctionalExpensesGrp/TotalAmt023209
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0458992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0464589
IRS990/TotalOtherCompensationAmt010226
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018703
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028478
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0464589
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/PhoneNum08655823865
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LE JONES TUW FOR VARIOUS 280-3010004
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/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-05-12T11:01:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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