Civic Intelligence

James E Scheibler Jr Trust 49-7906333

EIN 62-6184539 • Nashville, TN

Pub. 78 Eligible
40 Burton Hills Blvd Suite 300Nashville, TN 37215
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$6,937

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

34th percentile

-2.1%

Faster asset growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

167%

Faster revenue growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$807,358

Down $17,324 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$807,358

Down $17,324 (-2.1%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin15th percentile

Revenue

Up

$60,056

Up $37,572 (+167%) from 2023

Expenses

Down

$77,380

Down $13,311 (-15%) from 2023

Net Income

Up

-$17,324

Up $50,883 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,121,529Liabilities 2011: $0Net Assets 2011: $1,121,5292011Assets 2012: $1,088,380Liabilities 2012: $12012Assets 2013: $1,060,298Liabilities 2013: $0Net Assets 2013: $1,060,2982013Assets 2014: $917,462Liabilities 2014: $0Net Assets 2014: $917,4622014Assets 2015: $952,823Liabilities 2015: $0Net Assets 2015: $952,8232015Assets 2016: $993,374Liabilities 2016: $0Net Assets 2016: $993,3742016Assets 2017: $999,697Liabilities 2017: $0Net Assets 2017: $999,6972017Assets 2018: $1,061,651Liabilities 2018: $0Net Assets 2018: $1,061,6512018Assets 2019: $689,530Liabilities 2019: $0Net Assets 2019: $689,5302019Assets 2020: $648,767Liabilities 2020: $0Net Assets 2020: $648,7672020Assets 2021: $878,263Liabilities 2021: $0Net Assets 2021: $878,2632021Assets 2022: $892,889Liabilities 2022: $0Net Assets 2022: $892,8892022Assets 2023: $824,682Liabilities 2023: $0Net Assets 2023: $824,6822023Assets 2024: $807,358Liabilities 2024: $0Net Assets 2024: $807,3582024

Highlighted filing

2024

Assets$807,358
Liabilities$0
Net Assets$807,358
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $88,2982011Revenue 2012: $57,199Expenses 2012: $90,348Net Income 2012: -$33,1492012Expenses 2013: $91,5922013Revenue 2014: -$47,966Expenses 2014: $94,870Net Income 2014: -$142,8362014Revenue 2015: $134,013Expenses 2015: $98,652Net Income 2015: $35,3612015Revenue 2016: $139,684Expenses 2016: $99,133Net Income 2016: $40,5512016Revenue 2017: $103,487Expenses 2017: $97,164Net Income 2017: $6,3232017Revenue 2018: $160,957Expenses 2018: $99,003Net Income 2018: $61,9542018Revenue 2019: $227,399Expenses 2019: $599,520Net Income 2019: -$372,1212019Revenue 2020: $49,237Expenses 2020: $91,583Net Income 2020: -$42,3462020Revenue 2021: $308,885Expenses 2021: $79,389Net Income 2021: $229,4962021Revenue 2022: $101,946Expenses 2022: $87,320Net Income 2022: $14,6262022Revenue 2023: $22,484Expenses 2023: $90,691Net Income 2023: -$68,2072023Revenue 2024: $60,056Expenses 2024: $77,380Net Income 2024: -$17,3242024

Highlighted filing

2024

Revenue$60,056
Expenses$77,380
Net Income-$17,324
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$807,358
Liabilities
$0
Net assets
$807,358
Revenue
$60,056
Expenses
$77,380
Net income
-$17,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.31$0.08$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.23$0.60$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.16$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.10$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.14$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.13$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.09$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.06$0.09$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 7, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CUMBERLAND TRUSTTrustee-$6,937-$6,937
Filing and Contact Details

Filer

Filer Name
Tuw James E Scheibler
EIN
62-6184539
Phone
6157832540
Address
40 BURTON HILLS RD, NASHVILLE, TN 37215

Signing Officer

Name
Cumberland Trust
Title
Trustee
Phone
6157832540
Signed
2025-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Ata Advisory LLC
Address
6525 N QUAIL HOLLOW RD STE 500, MEMPHIS, TN 38120
Preparer
Lee Hood
Phone
9016841170
Raw XML Appendix298 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/RecipientUSAddress/AddressLine1Txt0692 POPLAR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062379
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062479
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050387
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04902
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017959
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03791
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067381
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04902
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050387
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045485
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt063
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05002
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05002
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0149
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157832540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW JAMES E SCHEIBLER
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0626184539
ReturnHeader/Filer/PhoneNum06157832540
ReturnHeader/Filer/USAddress/AddressLine1Txt040 BURTON HILLS RD
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934967814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATA ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06525 N QUAIL HOLLOW RD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09016841170
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE HOOD
ReturnHeader/ReturnTs02025-10-08T08:46:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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