Civic Intelligence

Ruth Q Davis Foundation Inc.

990PF • Fiscal year 2018 • EIN 72-1367496

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
1005 Mae StreetCentre, AL 35960

(931) 607-5213

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$26,298

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

25th percentile

-4.4%

Faster asset growth than 25% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

81st percentile

32%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,327,360

Down $217,573 (-8.5%) from 2016

Net Assets

Down

$2,326,547

Down $215,197 (-8.5%) from 2016

Liabilities

Down

$813

Down $2,376 (-75%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin11th percentile

Revenue

Up

$183,703

Up $78,018 (+74%) from 2016

Expenses

Up

$250,843

Up $27,771 (+12%) from 2016

Net Income

Up

-$67,140

Up $50,247 (+43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,694,793Liabilities 2010: $1,347Net Assets 2010: $1,693,4462010Assets 2011: $3,284,241Liabilities 2011: $1,3142011Assets 2012: $3,137,983Liabilities 2012: $2,209Net Assets 2012: $3,135,7742012Assets 2013: $3,034,404Liabilities 2013: $2,377Net Assets 2013: $3,032,0272013Assets 2014: $2,919,034Liabilities 2014: $252Net Assets 2014: $2,918,7822014Assets 2015: $2,663,288Liabilities 2015: $4,157Net Assets 2015: $2,659,1312015Assets 2016: $2,544,933Liabilities 2016: $3,189Net Assets 2016: $2,541,7442016Assets 2018: $2,327,360Liabilities 2018: $813Net Assets 2018: $2,326,5472018Assets 2019: $2,581,714Liabilities 2019: $660Net Assets 2019: $2,581,0542019Assets 2020: $2,438,957Liabilities 2020: $1,947Net Assets 2020: $2,437,0102020Assets 2021: $2,377,148Liabilities 2021: $1,224Net Assets 2021: $2,375,9242021Assets 2022: $2,277,999Liabilities 2022: $1,093Net Assets 2022: $2,276,9062022Assets 2023: $2,176,511Liabilities 2023: $912Net Assets 2023: $2,175,5992023Assets 2024: $2,097,940Liabilities 2024: $2,427Net Assets 2024: $2,095,5132024

Highlighted filing

2018

Assets$2,327,360
Liabilities$813
Net Assets$2,326,547
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $117,3282010Revenue 2011: $1,792,890Expenses 2011: $203,409Net Income 2011: $1,589,4812011Expenses 2012: $225,7832012Revenue 2013: $120,709Expenses 2013: $224,456Net Income 2013: -$103,7472013Revenue 2014: $100,158Expenses 2014: $213,403Net Income 2014: -$113,2452014Revenue 2015: -$46,468Expenses 2015: $213,183Net Income 2015: -$259,6512015Revenue 2016: $105,685Expenses 2016: $223,072Net Income 2016: -$117,3872016Revenue 2018: $183,703Expenses 2018: $250,843Net Income 2018: -$67,1402018Revenue 2019: $473,677Expenses 2019: $219,170Net Income 2019: $254,5072019Revenue 2020: $90,190Expenses 2020: $234,234Net Income 2020: -$144,0442020Revenue 2021: $195,640Expenses 2021: $256,726Net Income 2021: -$61,0862021Revenue 2022: $96,983Expenses 2022: $196,001Net Income 2022: -$99,0182022Revenue 2023: $118,068Expenses 2023: $219,375Net Income 2023: -$101,3072023Revenue 2024: $106,708Expenses 2024: $186,794Net Income 2024: -$80,0862024

Highlighted filing

2018

Revenue$183,703
Expenses$250,843
Net Income-$67,140
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAY S AGEEPres/DirectorPT$21,000$5,298$26,298
LESA N AGEETreas/DirectorPT$15,000$7,387$22,387
WILLIAM HENRY AGEESec/DirectorPT$0--
NELSON D AGEEBd Chair/Director-$0--
ANNA M AGEEDirector-$0--
HEATHER L AGEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ruth Q Davis Foundation Inc
EIN
72-1367496
Phone
9316075213
Address
1005 MAE STREET, CENTRE, AL 35960

Signing Officer

Name
Lesa N Agee
Title
Treas/Director
Phone
9319621060
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Lyons & Morgan Pc
Address
105 MAE STREET, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2569275431
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DFA US VECTOR EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD INTER TERM CORP BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD SHORT TERM BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DFA COMMODITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DFA EMERGING MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DFA GLOBAL REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DFA INFLATION PROTECTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DFA INTL VECTOR EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DFA US MICRO CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DFA US MICRO CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DFA US VECTOR EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DFA US VECTOR EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ISHARES CORE US BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ISHARES CORE 1-5 YEAR BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHARES COR 1-5 YEAR BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0152932
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-7358
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67140
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02326547
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02393687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02326547
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0135505
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0135505
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0135505
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137133
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01628
IRS990PF/DistributableAmountGrp/TotalTaxAmt01628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt02354847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0186992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt076975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt080084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01232564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01147252
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01171086
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0844368
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0872350
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0872350
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0645
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0813
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01636
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02393687
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02326547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0128772
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt095318
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt095318
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02394332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02327360
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02354847
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0645
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02394332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02327360
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02393687
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02326547
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0134465
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0135009
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02784432
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0277367
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01662707
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041766
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0844358
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0137133
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02742666
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02784432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt021000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt05298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt17387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLAY S AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LESA N AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM HENRY AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NELSON D AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANNA M AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5HEATHER L AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREAS/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BD CHAIR/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5700 12TH AVE S UNIT 1212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd137203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd337203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd437203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd537203
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0188473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0190101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0208504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0195745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0185816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0174893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0188968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.068719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.079368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.080125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.065763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02742666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02627049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02442997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02825536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03072444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03076925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0213588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.343594
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0211960
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0213588
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01628
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0213588
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LESA N AGEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0700 12TH AVE S UNIT 1212
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,327,360
Liabilities
$813
Net assets
$2,326,547
Revenue
$183,703
Expenses
$250,843
Net income
-$67,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.10$0.20$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.20$0.26$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.09$0.23$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.47$0.22$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.18$0.25$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.11$0.22$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.05$0.21$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.10$0.21$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.12$0.22$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.23
2011Summary only. Only limited summary data is available for this year.$3.28$0.00$1.79$0.20$1.59
2010Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.12