Civic Intelligence

Ruth B Vestal Memorial Trust

EIN 71-6099628 • 501(c)3 • Nashville, TN

Profile

Memorial trust set up to provide funds for operations of a church

40 Burton Hills Road-suite 300Nashville, TN 37215

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-49%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-44%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$349,472

Down $7,881 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$349,472

Down $7,881 (-2.2%) from 2015

Revenue

Down

$15,929

Down $12,574 (-44%) from 2015

Expenses

Up

$23,810

Up $102 (+0.4%) from 2015

Net Income

Down

-$7,881

Down $12,676 (-264%) from 2015

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $352,571Liabilities 2011: $0Net Assets 2011: $352,5712011Assets 2012: $321,825Liabilities 2012: $0Net Assets 2012: $321,8252012Assets 2013: $353,187Liabilities 2013: $0Net Assets 2013: $353,1872013Assets 2014: $352,558Liabilities 2014: $0Net Assets 2014: $352,5582014Assets 2015: $357,353Liabilities 2015: $0Net Assets 2015: $357,3532015Assets 2016: $349,472Liabilities 2016: $0Net Assets 2016: $349,4722016

Highlighted filing

2016

Assets$349,472
Liabilities$0
Net Assets$349,472

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2011: $17,9182011Expenses 2012: $18,1182012Expenses 2013: $21,5252013Revenue 2014: $25,338Expenses 2014: $22,400Net Income 2014: $2,9382014Revenue 2015: $28,503Expenses 2015: $23,708Net Income 2015: $4,7952015Revenue 2016: $15,929Expenses 2016: $23,810Net Income 2016: -$7,8812016

Highlighted filing

2016

Revenue$15,929
Expenses$23,810
Net Income-$7,881

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 10, 2016
Return Version
2015v2.1
Gross Receipts
$377,886
Mission and Program Overview

Mission

Memorial trust set up to provide funds for operations of a church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$347,298$337,828▼ $9,470
Cap Stk Tr Prin Current Funds$287,480$287,480→ $0
Rtn Earn Endowment Incm Other Fnds$69,873$61,992▼ $7,881
Savings and Temporary Cash Investments$10,055$11,644▲ $1,589
Total Assets$357,353$349,472▼ $7,881
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$357,353$349,472▼ $7,881
Total Liabilities and Net Assets / Fund Balance$357,353$349,472▼ $7,881
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cumberland Trust and InvTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,929
Other Revenue
$0
Change in Net Assets
$-7,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$14,268--$14,268
Fees for Services Management-$8,757-$8,757
Fees for Services Accounting-$785-$785
Total Functional Expenses$14,268$9,542$0$23,810
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
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

Form 990, Page 6, Part VI, Line 11B

Reviewed by corporate trustee

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Ruth B Vestal Memorial Trust
EIN
71-6099628
Phone
6157832540
Address
40 BURTON HILLS ROAD-SUITE 300, NASHVILLE, TN 37215

Signing Officer

Name
Cumberland Trust and Inv
Title
Trustee
Phone
5013716711
Signed
2016-08-10

Organization Details

Principal Officer
Cumberland Trust and Inv
Legal Domicile
Ar
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Frazee Fox & Dodge Ltd
Address
1115 W 4TH ST, LITTLE ROCK, AR 72201-2011
Preparer
R Tracy Fox
Phone
5013722136
Raw XML Appendix246 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/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.