Civic Intelligence

Ruth B Vestal Memorial Trust

990 • Fiscal year 2013 • EIN 71-6099628

Apr 01, 2012 to Mar 31, 2013 • Filed on Nov 11, 2013

40 Burton Hills RoadRoom/Suite 300Nashville, TN 37215
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

9.7%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$353,187

Up $31,362 (+9.7%) from 2012

Net Assets

Up

$353,187

Up $31,362 (+9.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$52,887

No earlier filing loaded for comparison.

Expenses

Up

$21,525

Up $3,407 (+19%) from 2012

Net Income

$31,362

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$353,187
Liabilities$0
Net Assets$353,187

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2011: $17,9182011Expenses 2012: $18,1182012Revenue 2013: $52,887Expenses 2013: $21,525Net Income 2013: $31,3622013Revenue 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

2013

Revenue$52,887
Expenses$21,525
Net Income$31,362
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Nov 11, 2013
Return Version
2012v2.3
Gross Receipts
$615,463
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
71-6099628
Raw XML Appendix234 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
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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0MEMORIAL TRUST SET UP TO PROVIDE FUNDS FOR OPERATIONS OF A CHURCH
IRS990/BenefitsPaidToMembersCY014268
IRS990/BenefitsPaidToMembersPriorYear014268
IRS990/BenefitsToMembers/ProgramServices014268
IRS990/BenefitsToMembers/Total014268
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0287480
IRS990/CapStckTrstPrinCurrentFunds/EOY0287480
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
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IRS990/ConsolidatedAuditFinancialStmt0false
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IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0THE NET INCOME OF THE TRUST IS PAYABLE TO CHRIST EPISCOPAL CHURCH ANNUALLY
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
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IRS990/Expense014268
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IRS990/FeesForServicesAccounting/ManagementAndGeneral0600
IRS990/FeesForServicesAccounting/Total0600
IRS990/FeesForServicesManagement/ManagementAndGeneral06657
IRS990/FeesForServicesManagement/Total06657
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0CUMBERLAND TRUST AND INV
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
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IRS990/GainOrLoss/Other02866
IRS990/GainOrLoss/Securities040248
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Other02866
IRS990/GrossAmountSalesAssets/Securities0602824
IRS990/GrossReceipts0615463
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear050204
IRS990/InvestmentIncomePriorYear0-12628
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome07090
IRS990/InvestmentIncome/TotalRevenueColumn07090
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0311848
IRS990/InvestmentsPubTradedSecurities/EOY0227675
IRS990/LessCostOthBasisSalesExpenses/Securities0562576
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
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IRS990/MembersOrStockholders0false
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IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0MEMORIAL TRUST SET UP TO PROVIDE FUNDS FOR OPERATIONS OF A CHURCH
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0321825
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IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome043114
IRS990/NetGainOrLossInvestments/TotalRevenueColumn043114
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear03850
IRS990/OtherExpensesCurrentYear07257
IRS990/OtherRevenueCurrentYear02683
IRS990/OtherRevenueMisc/Description0MK SETTLEMENT
IRS990/OtherRevenueMisc/ExclusionAmount02683
IRS990/OtherRevenueMisc/TotalRevenueColumn02683
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses031362
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY034345
IRS990/RetainedEarningsEndowmentEtc/EOY065707
IRS990/RevenuesLessExpensesCY031362
IRS990/RevenuesLessExpensesPriorYear0-30746
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY09977
IRS990/SavingsAndTempCashInvestments/EOY0125512
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts014268
IRS990ScheduleA/SupportedOrgInformation/Amount014268
IRS990ScheduleA/SupportedOrgInformation/EIN0716061142
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10CHRIST EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20CHRIST EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization05
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0REVIEWED BY CORPORATE TRUSTEE
IRS990ScheduleO/GeneralExplanation/Explanation1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0AR
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1040 BURTON HILLS ROAD SUITE 300
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine20NASHVILLE TN
IRS990/TheBooksAreInCareOf/AddressUS/City0LITTLE ROCK
IRS990/TheBooksAreInCareOf/AddressUS/State0AR
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode072201
IRS990/TheBooksAreInCareOf/NamePerson0CUMBERLAND TRUST AND INV
IRS990/TheBooksAreInCareOf/TelephoneNumber06157831437
IRS990/TotalAssets/BOY0321825
IRS990/TotalAssetsBOY0321825
IRS990/TotalAssets/EOY0353187
IRS990/TotalAssetsEOY0353187
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear021525
IRS990/TotalExpensesPriorYear018118
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral07257
IRS990/TotalFunctionalExpenses/ProgramServices014268
IRS990/TotalFunctionalExpenses/Total021525
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IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0321825
IRS990/TotalNetAssetsFundBalances/EOY0353187
IRS990/TotalOtherRevenue02683
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense014268
IRS990/TotalRevenueCurrentYear052887
IRS990/TotalRevenue/ExclusionAmount02683
IRS990/TotalRevenuePriorYear0-12628
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome050204
IRS990/TotalRevenue/TotalRevenueColumn052887
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0716099628
ReturnHeader/Filer/Name/BusinessNameLine10RUTH B VESTAL MEMORIAL TRUST
ReturnHeader/Filer/NameControl0RUTH
ReturnHeader/Filer/Phone06157832540
ReturnHeader/Filer/USAddress/AddressLine1040 BURTON HILLS ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 300
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037215
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0CUMBERLAND TRUST
ReturnHeader/Officer/Phone06157832540
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FRAZEE FOX & DODGE LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101115 W 4TH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LITTLE ROCK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0722012011
ReturnHeader/Preparer/Name0R TRACY FOX
ReturnHeader/Preparer/Phone05013722136
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T16:20:26-06:00

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits