Civic Intelligence

William J Chamblis Trust Under Agreement

EIN 62-6230194 • 501(c)13 • Lexington, KY

Profile

To provide support for the upkeep of cemeteries and tombstones

1501 Copper Run BlvdLexington, KY 40514

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

64%

Higher net margin than 83% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,969

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

15%

Faster asset growth than 89% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

298%

Faster revenue growth than 96% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$289,821

Up $37,771 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$289,821

Up $37,771 (+15%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin83rd percentile

Revenue

Up

$8,071

Up $6,042 (+298%) from 2023

Expenses

Down

$2,907

Down $3,970 (-58%) from 2023

Net Income

Up

$5,164

Up $10,012 (+207%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2020: $234,699Liabilities 2020: $0Net Assets 2020: $234,6992020Assets 2021: $252,512Liabilities 2021: $0Net Assets 2021: $252,5122021Assets 2022: $256,939Liabilities 2022: $0Net Assets 2022: $256,9392022Assets 2023: $252,050Liabilities 2023: $0Net Assets 2023: $252,0502023Assets 2024: $289,821Liabilities 2024: $0Net Assets 2024: $289,8212024

Highlighted filing

2024

Assets$289,821
Liabilities$0
Net Assets$289,821
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$30K$20K$10K$0-$10KRevenue 2020: $21,888Expenses 2020: $5,442Net Income 2020: $16,4462020Revenue 2021: $22,905Expenses 2021: $5,178Net Income 2021: $17,7272021Revenue 2022: $9,945Expenses 2022: $5,484Net Income 2022: $4,4612022Revenue 2023: $2,029Expenses 2023: $6,877Net Income 2023: -$4,8482023Revenue 2024: $8,071Expenses 2024: $2,907Net Income 2024: $5,1642024

Highlighted filing

2024

Revenue$8,071
Expenses$2,907
Net Income$5,164
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$289,821
Liabilities
$0
Net assets
$289,821
Revenue
$8,071
Expenses
$2,907
Net income
$5,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.08$0.03$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.10$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.23$0.05$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.22$0.05$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 7, 2025
Return Version
2024v5.1
Gross Receipts
$13,452
Mission and Program Overview

Mission

To provide support for the upkeep of cemeteries and tombstones

To provide support for the maintenance of cemeteries and tombstones.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$252,050$289,821▲ $37,771
Investments in Publicly Traded Securities$243,197$279,058▲ $35,861
Savings and Temporary Cash Investments$8,853$10,763▲ $1,910
Total Assets$252,050$289,821▲ $37,771
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$252,050$289,821▲ $37,771
Total Liabilities and Net Assets / Fund Balance$252,050$289,821▲ $37,771
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Fifth Third Bank NaDirector$1,969$1,969
Truist BankDirector$894$894

Board Members and Trustees

NameTitle
Ann ChamblissDirector
James ChamblissDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,071
Other Revenue
$0
Change in Net Assets
$5,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,863
Other Expenses$44
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$2,863--$2,863
Other Expenses$44--$44
Total Functional Expenses$2,907$0$0$2,907
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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

Governing body meeting documentation Part VI line 8A

“The trust has an institutional trustee and therefore meetings are not held.”

Committee meeting documentation Part VI line 8B

“The trsutee has na institutional trustee and therefore meetings are not held.”

Form 990 governing body review Part VI line 11

“A copy of the return is provided upon request.”

Governing documents etc available to public Part VI line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
William J Chambliss Iii Trust Under
EIN
62-6230194
In Care Of
% ANN CHAMBLISS
Phone
8595764636
Address
1501 COPPER RUN BLVD, LEXINGTON, KY 40514

Signing Officer

Name
Ann Chambliss
Title
Trustee
Phone
8595764636
Signed
2025-06-07
Discuss with paid preparer
No

Organization Details

Formed
2003
Legal Domicile
Ky
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
TaxTech - Lexington
Address
501 Darby Creek Rd Ste 5, Lexington, KY 40509
Preparer
Jason a Stuart
Phone
8592331920
Raw XML Appendix260 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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