Civic Intelligence

James E Scheibler Jr Trust 49-7906333

990PF • Fiscal year 2023 • EIN 62-6184539

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 15, 2024

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-303%

Higher net margin than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$6,300

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

20th percentile

-7.6%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$824,682

Down $68,207 (-7.6%) from 2022

Net Assets

Down

$824,682

Down $68,207 (-7.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Down

$22,484

Down $79,462 (-78%) from 2022

Expenses

Up

$90,691

Up $3,371 (+3.9%) from 2022

Net Income

Down

-$68,207

Down $82,833 (-566%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$824,682
Liabilities$0
Net Assets$824,682
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$22,484
Expenses$90,691
Net Income-$68,207
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,300-$6,300
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
2024-10-15

Preparer

Firm
Ata Pllc
Address
6525 N QUAIL HOLLOW SUITE 500, MEMPHIS, TN 38120
Preparer
Lee Hood
Phone
9016841170
Raw XML Appendix213 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0422950
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0402665
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-20285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0817789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01176557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt025079
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-2758
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0163
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025242
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-2758
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022484
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017527
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt076075
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt076075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025079
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025079
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-68207
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0420192
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0163
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0163
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2758
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04649
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt080724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt090691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017527
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-68207
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0824682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0892889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0824682
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056989
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt056989
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt056989
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt057583
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0594
IRS990PF/DistributableAmountGrp/TotalTaxAmt0594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01040
IRS990PF/FMVAssetsEOYAmt01183450
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010931
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06893
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06893
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0881958
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0817789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01176557
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0892889
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0824682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0892889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0824682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01183450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0892889
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0824682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0892889
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0824682
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01169199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01162679
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017538
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt057583
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01151661
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01169199
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CUMBERLAND TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037215
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt080724
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt080724
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CUMBERLAND TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037215
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157831437
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt076075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE DIOCESE OF WEST TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0692 POPLAR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0381054512
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076075
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056989
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045485
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017959
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03791
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080724
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023735
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045485
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04649
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04649
TaxesSchedule/TaxesDetail/Amt01067
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157832540
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06525 N QUAIL HOLLOW SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09016841170
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE HOOD
ReturnHeader/ReturnTs02024-10-15T16:58:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$824,682
Liabilities
$0
Net assets
$824,682
Revenue
$22,484
Expenses
$90,691
Net income
-$68,207
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