Civic Intelligence

William J Chamblis Trust Under Agreement

990 • Fiscal year 2022 • EIN 62-6230194

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 10, 2023

PO Box 919798Orlando, FL 32891-9798

(804) 273-7445

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2022 filings • 501(c)13 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.00x

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

2022 filings • 501(c)13 • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

45%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)13 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$3,600

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

2022 filings • 501(c)13 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

1.8%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)13 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-57%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • 501(c)13 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$256,939

Up $4,427 (+1.8%) from 2021

Net Assets

Up

$256,939

Up $4,427 (+1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$9,945

Down $12,960 (-57%) from 2021

Expenses

Up

$5,484

Up $306 (+5.9%) from 2021

Net Income

Down

$4,461

Down $13,266 (-75%) from 2021

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

2022

Assets$256,939
Liabilities$0
Net Assets$256,939

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

2022

Revenue$9,945
Expenses$5,484
Net Income$4,461
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 10, 2023
Return Version
2022v5.0
Gross Receipts
$112,912
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$252,512$256,939▲ $4,427
Investments in Publicly Traded Securities$233,298$242,488▲ $9,190
Savings and Temporary Cash Investments$19,185$14,451▼ $4,734
Cash and Non-Interest-Bearing Accounts$29--
Total Assets$252,512$256,939▲ $4,427
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$252,512$256,939▲ $4,427
Total Liabilities and Net Assets / Fund Balance$252,512$256,939▲ $4,427
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$3,600$3,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,945
Other Revenue
$0
Change in Net Assets
$4,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,600
Other Expenses$1,884
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$1,800$1,800-$3,600
Fees for Services Other-$1,870-$1,870
All Other Expenses-$14-$14
Total Functional Expenses$1,800$3,684$0$5,484
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

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

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

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

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
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2023-04-10
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, 2022 transactions posted in 2023 of ($93), return of capital adjustment $(9), cost basis adjustment of ($44) and rounding of $5.

Raw XML Appendix236 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAWN MAINTENANCE EXPENSE FOR CEMETERIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS AN INSTITUTIONAL TRUSTEE AND THEREFORE MEETINGS ARE NOT HELD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST HAS AN INSTITUTIONAL TRUSTEE AND THEREFORE MEETINGS ARE NOT HELD
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, 2022 TRANSACTIONS POSTED IN 2023 OF ($93), RETURN OF CAPITAL ADJUSTMENT $(9), COST BASIS ADJUSTMENT OF ($44) AND ROUNDING OF $5.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J CHAMBLIS TRUST UNDER AGREEMENT
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ReturnHeader/Filer/EIN0626230194
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02023-05-01T11:00:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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