Civic Intelligence

James E Scheibler Jr Trust 49-7906333

990PF • Fiscal year 2020 • EIN 62-6184539

Dec 01, 2019 to Nov 30, 2020 • Filed on Apr 11, 2021

Organization Profile
40 Burton Hills Blvd Suite 300Nashville, TN 37215

(919) 415-6403

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$6,200

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.9%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$648,767

Down $40,763 (-5.9%) from 2019

Net Assets

Down

$648,767

Down $40,763 (-5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin9th percentile

Revenue

Down

$49,237

Down $178,162 (-78%) from 2019

Expenses

Down

$91,583

Down $507,937 (-85%) from 2019

Net Income

Up

-$42,346

Up $329,775 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2020

Assets$648,767
Liabilities$0
Net Assets$648,767
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$49,237
Expenses$91,583
Net Income-$42,346
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Apr 11, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,200-$6,200
Filing and Contact Details

Filer

Filer Name
James E Scheibler Jr Trust
EIN
62-6184539
Phone
9194156403
Address
40 BURTON HILLS BLVD SUITE 300, NASHVILLE, TN 37215

Signing Officer

Name
Cumberland Trust
Title
Trustee
Phone
6157832540
Signed
2021-04-11

Preparer

Firm
Whitehorn Tankersley & Davis Pllc
Address
670 OAKLEAF OFFICE LANE, MEMPHIS, TN 38117-4811
Preparer
Lee E Hood
Phone
9017675080
Raw XML Appendix249 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/DistributableAmountGrp/DistributableAsAdjustedAmt055813
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt056798
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01415
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0267
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01153001
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017299
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt056798
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06200
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157831437
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04275
TaxesSchedule/TaxesDetail/Amt02874
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157832540
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E SCHEIBLER JR TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt049-7906333
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0626184539
ReturnHeader/Filer/PhoneNum09194156403
ReturnHeader/Filer/USAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621039882
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITEHORN TANKERSLEY & DAVIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0670 OAKLEAF OFFICE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381174811
ReturnHeader/PreparerPersonGrp/PhoneNum09017675080
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE E HOOD
ReturnHeader/ReturnTs02021-04-11T11:50:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$648,767
Liabilities
$0
Net assets
$648,767
Revenue
$49,237
Expenses
$91,583
Net income
-$42,346
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