Civic Intelligence

Bewley-Bullard Charitable Trust

EIN 75-3023609 • Greeneville, TN

3037 Asheville HighwayGreeneville, TN 37743
Siviq Scores

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

Liabilities / Assets

85th percentile

0.21x

Higher debt load relative to assets than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

7.09x

Higher debt load relative to revenue than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

14th percentile

-66%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.1%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$116,323

Down $2,555 (-2.1%) from 2023

Liabilities

Flat

$25,000

Flat from 2023

Net Assets

Down

$91,323

Down $2,555 (-2.7%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin14th percentile

Revenue

Down

$3,524

Down $24,256 (-87%) from 2023

Expenses

Up

$5,850

Up $4,975 (+569%) from 2023

Net Income

Down

-$2,326

Down $29,231 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2011: $142,752Liabilities 2011: $02011Assets 2012: $129,135Liabilities 2012: $0Net Assets 2012: $129,1352012Assets 2013: $124,355Liabilities 2013: $0Net Assets 2013: $124,3552013Assets 2014: $115,174Liabilities 2014: $02014Assets 2015: $127,334Liabilities 2015: $0Net Assets 2015: $127,3342015Assets 2016: $143,003Liabilities 2016: $0Net Assets 2016: $143,0032016Assets 2017: $101,313Liabilities 2017: $0Net Assets 2017: $101,3132017Assets 2018: $91,776Liabilities 2018: $0Net Assets 2018: $91,7762018Assets 2019: $90,210Liabilities 2019: $0Net Assets 2019: $90,2102019Assets 2020: $83,464Liabilities 2020: $0Net Assets 2020: $83,4642020Assets 2021: $102,713Liabilities 2021: $25,000Net Assets 2021: $77,7132021Assets 2022: $91,973Liabilities 2022: $25,000Net Assets 2022: $66,9732022Assets 2023: $118,878Liabilities 2023: $25,000Net Assets 2023: $93,8782023Assets 2024: $116,323Liabilities 2024: $25,000Net Assets 2024: $91,3232024

Highlighted filing

2024

Assets$116,323
Liabilities$25,000
Net Assets$91,323
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$50K$0-$50KRevenue 2011: $798Expenses 2011: $7,450Net Income 2011: -$6,6522011Expenses 2012: $13,9512012Revenue 2013: $127Expenses 2013: $4,900Net Income 2013: -$4,7732013Revenue 2014: $122Expenses 2014: $9,300Net Income 2014: -$9,1782014Revenue 2015: $20,111Expenses 2015: $7,950Net Income 2015: $12,1612015Revenue 2016: $30,120Expenses 2016: $14,450Net Income 2016: $15,6702016Revenue 2017: $116Expenses 2017: $41,805Net Income 2017: -$41,6892017Revenue 2018: $179Expenses 2018: $9,715Net Income 2018: -$9,5362018Revenue 2019: $212Expenses 2019: $1,770Net Income 2019: -$1,5582019Revenue 2020: $55Expenses 2020: $6,790Net Income 2020: -$6,7352020Revenue 2021: $42Expenses 2021: $5,792Net Income 2021: -$5,7502021Revenue 2022: $50Expenses 2022: $10,790Net Income 2022: -$10,7402022Revenue 2023: $27,780Expenses 2023: $875Net Income 2023: $26,9052023Revenue 2024: $3,524Expenses 2024: $5,850Net Income 2024: -$2,3262024

Highlighted filing

2024

Revenue$3,524
Expenses$5,850
Net Income-$2,326
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,323
Liabilities
$25,000
Net assets
$91,323
Revenue
$3,524
Expenses
$5,850
Net income
-$2,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.25$0.91$0.04$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.25$0.94$0.28$0.01$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.25$0.67$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.25$0.78$0.00$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.10$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.00$0.42$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.30$0.14$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.20$0.08$0.12
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$0.00$0.09$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.00$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.14
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.01$0.07$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KENT BEWLEYTrustee-$0--
BETTYE ANNE BEWLEYTrustee-$0--
KANDICE BAKERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF GREENE COUNTYCONTRIBUTION-GREENEVILLE, TN, US$5,000
Filing and Contact Details

Filer

Filer Name
Bewley-bullard Charitable Trust
EIN
75-3023609
Phone
4236386971
Address
3037 ASHEVILLE HIGHWAY, GREENEVILLE, TN 37743

Signing Officer

Name
Bettye Anne Bullard Bewley
Title
Trustee
Phone
4236386971
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Wlc Certified Public Accountants Pc
Address
PO BOX 6274, OAK RIDGE, TN 37831
Preparer
David W Carr
Phone
8654822457
Raw XML Appendix255 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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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0461
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07176
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07637
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0229
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTYE ANNE BULLARD BEWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04236386971
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEWLEY-BULLARD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BEWL
ReturnHeader/Filer/EIN0753023609
ReturnHeader/Filer/PhoneNum04236386971
ReturnHeader/Filer/USAddress/AddressLine1Txt03037 ASHEVILLE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0GREENEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037743
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621132325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WLC CERTIFIED PUBLIC ACCOUNTANTS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6274
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037831
ReturnHeader/PreparerPersonGrp/PhoneNum08654822457
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W CARR
ReturnHeader/ReturnTs02025-06-30T11:20:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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