Civic Intelligence

Bewley-Bullard Charitable Trust

990PF • Fiscal year 2013 • EIN 75-3023609

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 20, 2014

Organization Profile
3037 Asheville Highway37743

(423) 638-6971

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-3758%

Higher net margin than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

37th percentile

-3.7%

Faster asset growth than 37% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$124,355

Down $4,780 (-3.7%) from 2012

Net Assets

Down

$124,355

Down $4,780 (-3.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

$127

No earlier filing loaded for comparison.

Expenses

Down

$4,900

Down $9,051 (-65%) from 2012

Net Income

-$4,773

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2013

Assets$124,355
Liabilities$0
Net Assets$124,355
Open 2013 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$127
Expenses$4,900
Net Income-$4,773
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 20, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KENT BEWLEYTrustee-$0--
BETTYE ANNE BEWLEYTrustee-$0--
KANDICE BEWLEYTrustee-$0--
Filing and Contact Details

Filer

EIN
75-3023609
Phone
4236386971

Signing Officer

Name
Bettye Ann Bewley
Title
Director
Phone
4236386971
Signed
2014-03-20

Preparer

Preparer
Kenneth a Benson
Phone
4236388144
Raw XML Appendix285 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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CompensationExplanation/CompensationExplanationGrp/PersonNm2KANDICE BEWLEY
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0127
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0129135
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0126890
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0126890
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01903
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06249
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0124987
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0126890
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode037743
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode237743
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07418
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.100374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051464
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237375
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04600
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04600
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST INCOME USED IN OPERATION OF TRUST.
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0BETTYE ANNE BEWLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0GREENEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode037743
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04236386971
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6GREENEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7KNOXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8COOKEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode037745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode137601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode237743
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode337745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode437745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode537745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode637745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode737996
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode838505
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01646
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05368
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05368
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07014
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount07
OtherDecreasesSchedule/OtherDecreasesDetail/Description0UNITED STATES TREASURY
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTYE ANN BEWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04236386971
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10BEWLEY-BULLARD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BEWL
ReturnHeader/Filer/EIN0753023609
ReturnHeader/Filer/PhoneNum04236386971
ReturnHeader/Filer/USAddress/AddressLine103037 ASHEVILLE HIGHWAY
ReturnHeader/Filer/USAddress/City0GREENEVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037743
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621690032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RODEFER MOSS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10185 SERRAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode037745
ReturnHeader/PreparerPersonGrp/PhoneNum04236388144
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A BENSON
ReturnHeader/ReturnTs02014-04-04T16:30:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,355
Liabilities
$0
Net assets
$124,355
Revenue
$127
Expenses
$4,900
Net income
-$4,773
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