Civic Intelligence

Opry Trust Fund Inc

990 • Fiscal year 2013 • EIN 62-6063245

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 06, 2014

Organization ProfileWWW.OPRY.COM/MEETTHEOPRY/OPRYTRUSTFUND
One Gaylord Drive37214

(615) 316-6162

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.13x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

26th percentile

-5.8%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

64th percentile

6.9%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

90th percentile

64%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,049,507

Up $131,836 (+6.9%) from 2012

Net Assets

Up

$2,021,236

Up $153,260 (+8.2%) from 2012

Liabilities

Down

$28,271

Down $21,424 (-43%) from 2012

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin26th percentile

Revenue

Up

$211,729

Up $82,450 (+64%) from 2012

Expenses

Up

$224,071

Up $51,449 (+30%) from 2012

Net Income

Up

-$12,342

Up $31,001 (+72%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,842,991Liabilities 2011: $44,029Net Assets 2011: $1,798,9622011Assets 2012: $1,917,671Liabilities 2012: $49,695Net Assets 2012: $1,867,9762012Assets 2013: $2,049,507Liabilities 2013: $28,271Net Assets 2013: $2,021,2362013Assets 2014: $2,227,336Liabilities 2014: $35,873Net Assets 2014: $2,191,4632014Assets 2015: $2,207,788Liabilities 2015: $25,252Net Assets 2015: $2,182,5362015Assets 2016: $2,343,330Liabilities 2016: $39,889Net Assets 2016: $2,303,4412016Assets 2017: $2,640,409Liabilities 2017: $27,263Net Assets 2017: $2,613,1462017Assets 2018: $3,435,625Liabilities 2018: $52,950Net Assets 2018: $3,382,6752018Assets 2019: $4,097,073Liabilities 2019: $113,015Net Assets 2019: $3,984,0582019Assets 2020: $4,232,288Liabilities 2020: $87,048Net Assets 2020: $4,145,2402020Assets 2021: $4,587,527Liabilities 2021: $90,250Net Assets 2021: $4,497,2772021Assets 2022: $3,650,064Liabilities 2022: $70,300Net Assets 2022: $3,579,7642022Assets 2023: $4,164,979Liabilities 2023: $61,830Net Assets 2023: $4,103,1492023Assets 2024: $4,711,755Liabilities 2024: $148,964Net Assets 2024: $4,562,7912024

Highlighted filing

2013

Assets$2,049,507
Liabilities$28,271
Net Assets$2,021,236
Open 2013 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $191,984Expenses 2011: $195,694Net Income 2011: -$3,7102011Revenue 2012: $129,279Expenses 2012: $172,622Net Income 2012: -$43,3432012Revenue 2013: $211,729Expenses 2013: $224,071Net Income 2013: -$12,3422013Revenue 2014: $248,410Expenses 2014: $129,406Net Income 2014: $119,0042014Revenue 2015: $273,194Expenses 2015: $179,970Net Income 2015: $93,2242015Revenue 2016: $142,423Expenses 2016: $144,525Net Income 2016: -$2,1022016Revenue 2017: $184,638Expenses 2017: $121,875Net Income 2017: $62,7632017Revenue 2018: $1,289,562Expenses 2018: $212,470Net Income 2018: $1,077,0922018Revenue 2019: $534,519Expenses 2019: $280,441Net Income 2019: $254,0782019Revenue 2020: $538,176Expenses 2020: $471,596Net Income 2020: $66,5802020Revenue 2021: $319,424Expenses 2021: $210,704Net Income 2021: $108,7202021Revenue 2022: $138,463Expenses 2022: $205,671Net Income 2022: -$67,2082022Revenue 2023: $189,075Expenses 2023: $106,982Net Income 2023: $82,0932023Revenue 2024: $400,544Expenses 2024: $297,377Net Income 2024: $103,1672024

Highlighted filing

2013

Revenue$211,729
Expenses$224,071
Net Income-$12,342
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 6, 2014
Return Version
2013v3.0
Gross Receipts
$1,083,145
Mission and Program Overview

Mission

The opry trust fund was formed to give financial assistance in time of need, emergency, or catastrophe to entertainers, musicians, and others who are associated with or actively employed in the country music industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,879,428$1,624,194▼ $255,234
Investments in Publicly Traded Securities-$397,559-
Savings and Temporary Cash Investments$24,212$16,581▼ $7,631
Cash and Non-Interest-Bearing Accounts$12,239$11,072▼ $1,167
Accounts Receivable$1,792--
Total Assets$1,917,671$2,049,507▲ $131,836
Other Assets Total$0$101▲ $101
Liabilities
Grants Payable$45,650$23,939▼ $21,711
Accounts Payable and Accrued Expenses$4,045$4,332▲ $287
Total Liabilities$49,695$28,271▼ $21,424
Net Assets / Fund Balance
Unrestricted Net Assets$1,867,976$2,021,236▲ $153,260
Total Net Assets Fund Balance$1,867,976$2,021,236▲ $153,260
Total Liabilities and Net Assets / Fund Balance$1,917,671$2,049,507▲ $131,836

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$390,991--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Steve BuchananPresident
Pete FisherVice President
Terry ElamVice President
Craig NapierVice President & Treasurer
Charlie DanielsDirector
Jeannie SeelyDirector
Sally WilliamsDirector
Tom EnglishDirector
Troy GentryDirector
Caroline JonesAsst. Treasurer
Todd SiefertAsst. Treasurer
Rod ConnorFormer VP & Treasurer
Scott LynnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$31,918
Program Service Revenue
$0
Investment Income
$156,583
Other Revenue
$23,228
All Other Contributions
$31,918
Change in Net Assets
$-12,342

Audited Revenue Reconciliation

Revenue per Audited Statements
$211,729
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$165,602
Total Revenue per Audited Statements
$377,331
Total Revenue per Form 990
$211,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$191,720
Other Expenses$32,351
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$191,720--$191,720
Fees for Service Investment Mgmnt Fees-$17,098-$17,098
Fees for Services Accounting-$14,907-$14,907
Other Expenses-$295-$295
Office Expenses-$51-$51
Total Functional Expenses$191,720$32,351$0$224,071

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$224,071
Total Expenses per Audited Statements$224,071
Total Expenses per Form 990$224,071
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,250
Fundraising Direct Expenses$5,022
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$28,250$28,250$5,022$23,228
Total Events$28,250$28,250$5,022$23,228
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
Audit committee
Yes
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board's treasurer reviews form 990 before it is filed.”

Form 990, Part VI, Section B, Line 15

“All officers and directors serve on a volunteer basis without compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
62-6063245
Phone
6153166162

Signing Officer

Name
Craig Napier
Title
Treasurer
Phone
6153166162
Signed
2014-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Buchanan
Formed
1970
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Preparer
John M Mackie
Phone
6152923011
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The opry trust fund has an audit committee that assumes responsibility for selection of the independent accountant and oversight of the annual audit. There was no change in this process from the prior year.”

Raw XML AppendixShowing 400 of 457 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12342
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024212
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016581
IRS990ScheduleA/FactsAndCircumstancesTestTxt0OPRY TRUST FUND'S PUBLIC SUPPORT PERCENTAGE OF 12.39% FOR 2013 EXCEEDS THE 10% MINIMUM TO QUALIFY USING FACTS AND CIRCUMSTANCES. IN ADDITION, THE OPRY TRUST FUND HAS POLICIES AND PROGRAMS IN PLACE TO ATTRACT NEW PUBLIC SUPPORT ON A CONTINUOUS BASIS. EXAMPLES OF THIS INCLUDE EDUCATION ABOUT THE FUND'S MISSION ON ITS WEBSITE, ANNUAL FUNDRAISING EVENTS THAT PROMOTE AWARENESS OF THE FUND, AND IDENTIFICATION OF THE FUND AS A BENEFICIARY OF MEMORIAL CONTRIBUTIONS IN LIEU OF FLOWERS UPON THE DEATH OF MEMBERS OF THE COUNTRY MUSIC INDUSTRY. AS A RESULT, THE FUND RECEIVES SUPPORT FROM A BROAD CROSS SECTION OF THE COMMUNITY. ALSO, THE OPRY TRUST FUND BOARD OF DIRECTORS REPRESENTS THE INTERESTS OF THE CHARITABLE CLASS FOR WHOM THE FUND WAS CREATED (MEMBERS OF THE COUNTRY MUSIC INDUSTRY IN FINANCIAL NEED), RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0112222
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt054396
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0222055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.12390
IRS990ScheduleA/PublicSupportPY170Pct00.20930
IRS990ScheduleA/PublicSupportTotal170Amt053578
IRS990ScheduleA/SubstantialContributorsTotAmt058644
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047748
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0112222
IRS990ScheduleA/TotalSupportAmt0432409
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt023228
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt019097
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt019831
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt035976
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt098132
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0224071
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0165602
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0112335
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1173461
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2178346
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3124865
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4193351
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5106769
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6219463
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7124613
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8390991
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES RUSSELL MIDCAP ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES RUSSELL 1000 VALUE ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ISHARES RUSSELL 1000 GROWTH ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ISHARES BARCLAYS 1-3 YEAR CR ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc4T. ROWE PRICE INSTITUTIONAL LARGE-CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MFS RESEARCH INTERNATIONAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6VANGUARD INSTITUTIONAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc7PIMCO SHORT TERM FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc8PIMCO TOTAL RETURN FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/RevenueNotReportedAmt0165602
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0211729
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01624194
IRS990ScheduleD/TotalExpensesPerForm990Amt0224071
IRS990ScheduleD/TotalRevenuePerForm990Amt0211729
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0377331
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0224071
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028250
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GUITAR AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023228
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05022
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05022
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0153912
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt135808
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE WITH PAYMENT OF MEDICAL BILLS AND OTHER LIVING EXPENSES DUE TO ILLNESS, INJURY, OR SIMILAR SITUATION.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ASSISTANCE WITH FUNERAL EXPENSES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2ASSISTANCE WITH LIVING EXPENSES DUE TO INABILITY TO WORK.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt038
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt18
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE OPRY TRUST FUND MONITORS THE USE OF GRANT FUNDS BY FOLLOWING A DETAILED APPLICATION PROCESS TO DETERMINE ELIGIBILITY OF APPLICANTS FOR FINANCIAL SUPPORT. INDIVIDUALS WHO HAVE BEEN EMPLOYED IN SOME FACET OF THE COUNTRY MUSIC INDUSTRY MAY FILL OUT AN APPLICATION FOR ASSISTANCE. IN ADDITION, THE OPRY TRUST FUND ACCEPTS REFERRALS FROM INDIVIDUALS WITHIN THE COUNTRY MUSIC COMMUNITY. ONCE AN APPLICATION IS FILED, INFORMATION INCLUDED IN THE APPLICATION IS REVIEWED AND CONFIRMED. THE INFORMATION IS THEN SUBMITTED TO THE BENEFICIARY COMMITTEE FOR APPROVAL. UPON APPROVAL, THE RECIPIENT IS NOTIFIED AND PAYMENTS ARE ISSUED IN ACCORDANCE WITH THE NEEDS IDENTIFIED IN THE APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD'S TREASURER REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS AND DIRECTORS SERVE ON A VOLUNTEER BASIS WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OPRY TRUST FUND HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE ANNUAL AUDIT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01917671
IRS990/TotalAssetsEOYAmt02049507
IRS990/TotalAssetsGrp/BOYAmt01917671
IRS990/TotalAssetsGrp/EOYAmt02049507
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt031918
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032351
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0191720
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224071
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049695

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,049,507
Liabilities
$28,271
Net assets
$2,021,236
Revenue
$211,729
Expenses
$224,071
Net income
-$12,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.15$4.56$0.40$0.30$0.10
2023Summary only. Only limited summary data is available for this year.$4.16$0.06$4.10$0.19$0.11$0.08
2022Summary only. Only limited summary data is available for this year.$3.65$0.07$3.58$0.14$0.21$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.09$4.50$0.32$0.21$0.11
2020Summary only. Only limited summary data is available for this year.$4.23$0.09$4.15$0.54$0.47$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.11$3.98$0.53$0.28$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.05$3.38$1.29$0.21$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.03$2.61$0.18$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.04$2.30$0.14$0.14$0.00
2015Summary only. Only limited summary data is available for this year.$2.21$0.03$2.18$0.27$0.18$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.04$2.19$0.25$0.13$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.03$2.02$0.21$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$1.92$0.05$1.87$0.13$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$1.84$0.04$1.80$0.19$0.20$0.00