Civic Intelligence

M & W Waller Trust Fund C/O Truxton Trust

990PF • Fiscal year 2020 • EIN 62-6049606

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 18, 2021

Organization Profile
4525 Harding Road Suite 300Nashville, TN 37205

(615) 515-1758

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

6th percentile

-207%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$5,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 86.0% of source-year revenue.

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

Asset Growth

27th percentile

-9.9%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

20th percentile

-53%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$109,008

Down $11,922 (-9.9%) from 2019

Net Assets

$109,008

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$5,815

Down $6,531 (-53%) from 2019

Expenses

Down

$17,828

Down $9,975 (-36%) from 2019

Net Income

Up

-$12,013

Up $3,444 (+22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$200K$150K$100K$50K$0Assets 2011: $168,097Liabilities 2011: $02011Assets 2012: $165,072Liabilities 2012: $02012Assets 2013: $155,251Liabilities 2013: $0Net Assets 2013: $155,2512013Assets 2014: $162,647Liabilities 2014: $02014Assets 2015: $151,770Liabilities 2015: $0Net Assets 2015: $151,7702015Assets 2019: $120,930Liabilities 2019: $02019Assets 2020: $109,008Liabilities 2020: $0Net Assets 2020: $109,0082020Assets 2021: $107,151Liabilities 2021: $0Net Assets 2021: $107,1512021Assets 2022: $92,558Liabilities 2022: $0Net Assets 2022: $92,5582022Assets 2023: $87,326Liabilities 2023: $0Net Assets 2023: $87,3262023Assets 2024: $93,899Liabilities 2024: $0Net Assets 2024: $93,8992024

Highlighted filing

2020

Assets$109,008
Liabilities$0
Net Assets$109,008
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $14,503Expenses 2011: $26,900Net Income 2011: -$12,3972011Revenue 2012: $28,461Expenses 2012: $31,603Net Income 2012: -$3,1422012Revenue 2013: $8,129Expenses 2013: $17,339Net Income 2013: -$9,2102013Revenue 2014: $28,411Expenses 2014: $20,967Net Income 2014: $7,4442014Revenue 2015: $7,902Expenses 2015: $19,111Net Income 2015: -$11,2092015Revenue 2019: $12,346Expenses 2019: $27,803Net Income 2019: -$15,4572019Revenue 2020: $5,815Expenses 2020: $17,828Net Income 2020: -$12,0132020Revenue 2021: $23,785Expenses 2021: $24,600Net Income 2021: -$8152021Revenue 2022: $25,769Expenses 2022: $40,000Net Income 2022: -$14,2312022Revenue 2023: $34,232Expenses 2023: $38,679Net Income 2023: -$4,4472023Revenue 2024: $42,186Expenses 2024: $35,400Net Income 2024: $6,7862024

Highlighted filing

2020

Revenue$5,815
Expenses$17,828
Net Income-$12,013
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 18, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUXTON TRUST COTrustee-$5,000-$5,000
THOMAS G ANDREWSTrustee-$0--
MILBREY W ANDREWSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
M & W Waller Trust Fund
EIN
62-6049606
Phone
6155151758
Address
4525 HARDING ROAD SUITE 300, NASHVILLE, TN 37205

Signing Officer

Name
Thomas Andrews
Title
Co-trustee
Phone
6155151758
Signed
2021-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3011 ARMORY DRIVE SUITE 190, NASHVILLE, TN 37204
Preparer
Stephen C Passen CPA Jd Llm
Phone
6156651811
Raw XML Appendix386 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARPETH HALL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOPE SPRINGS INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137201
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0880
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0423
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS ANDREWS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M & W WALLER TRUST FUND
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ReturnHeader/Filer/EIN0626049606
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 ARMORY DRIVE SUITE 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
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ReturnHeader/PreparerPersonGrp/PhoneNum06156651811
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C PASSEN CPA JD LLM
ReturnHeader/ReturnTs02021-06-18T15:23:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDREWS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$109,008
Liabilities
$0
Net assets
$109,008
Revenue
$5,815
Expenses
$17,828
Net income
-$12,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.42$0.35$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.34$0.39$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.26$0.40$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.24$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.18$0.12
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$0.12$0.28$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.19$0.11
2014Summary only. Only limited summary data is available for this year.$1.63$0.00$0.28$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.17$0.09
2012Summary only. Only limited summary data is available for this year.$1.65$0.00$0.28$0.32$0.03
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$0.15$0.27$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits