Civic Intelligence

William J Chamblis Trust Under Agreement

990 • Fiscal year 2021 • EIN 62-6230194

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 01, 2022

PO Box 919798Orlando, FL 32891-9798

(800) 448-5473

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2021 filings • 501(c)13 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.00x

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

2021 filings • 501(c)13 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

77%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)13 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$3,809

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2021 filings • 501(c)13 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

7.6%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)13 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

4.6%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)13 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$252,512

Up $17,813 (+7.6%) from 2020

Net Assets

Up

$252,512

Up $17,813 (+7.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$22,905

Up $1,017 (+4.6%) from 2020

Expenses

Down

$5,178

Down $264 (-4.9%) from 2020

Net Income

Up

$17,727

Up $1,281 (+7.8%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$252,512
Liabilities$0
Net Assets$252,512

Operations Trend

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

2021

Revenue$22,905
Expenses$5,178
Net Income$17,727
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 1, 2022
Return Version
2021v4.1
Gross Receipts
$180,842
Mission and Program Overview

Mission

To provide support for the upkeep of cemeteries and tombstones

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$234,699$252,512▲ $17,813
Investments in Publicly Traded Securities$225,382$233,298▲ $7,916
Savings and Temporary Cash Investments$9,308$19,185▲ $9,877
Cash and Non-Interest-Bearing Accounts$9$29▲ $20
Total Assets$234,699$252,512▲ $17,813
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$234,699$252,512▲ $17,813
Total Liabilities and Net Assets / Fund Balance$234,699$252,512▲ $17,813
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$3,809$3,809
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,905
Other Revenue
$0
Change in Net Assets
$17,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,808
Other Expenses$1,370
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$1,904$1,904-$3,808
Fees for Services Other-$1,353-$1,353
All Other Expenses-$17-$17
Total Functional Expenses$1,904$3,274$0$5,178
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

No meetings held within the current year.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

No meetings held within the current year.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

A copy of the return is provided upon request

Form 990, Page 6, Part VI, Line 19

These documents are not made available to the public

Filing and Contact Details

Filer

Filer Name
William J Chamblis Trust Under Agreement
EIN
62-6230194
Phone
8004485473
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8004485473
Signed
2022-04-01
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Lawn maintenance expense for cemeteries

Explanation for Form 990, Part XI, Line 9

2021 transactions posted in 2022 of ($107), 2020 transactions posted in 2021 of $201, return of capital adjustment $(1) and rounding of ($7).

Raw XML Appendix235 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/InvestmentsPubTradedSecGrp/BOYAmt0225382
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAWN MAINTENANCE EXPENSE FOR CEMETERIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS HELD WITHIN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEETINGS HELD WITHIN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE RETURN IS PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52021 TRANSACTIONS POSTED IN 2022 OF ($107), 2020 TRANSACTIONS POSTED IN 2021 OF $201, RETURN OF CAPITAL ADJUSTMENT $(1) AND ROUNDING OF ($7).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J CHAMBLIS TRUST UNDER AGREEMENT
ReturnHeader/Filer/BusinessNameControlTxt0CHAM
ReturnHeader/Filer/EIN0626230194
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02022-04-25T07:00:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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