Civic Intelligence

Sara Elizabeth Mccullough

EIN 75-6638849 • Nashville, TN

8204 Poplar Creek RdNashville, TN 37221
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$21,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

78%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,863,774

Up $302,318 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,863,774

Up $302,318 (+19%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin64th percentile

Revenue

Up

$121,968

Up $53,596 (+78%) from 2023

Expenses

Down

$104,186

Down $61,743 (-37%) from 2023

Net Income

Up

$17,782

Up $115,339 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,354,196Liabilities 2010: $0Net Assets 2010: $1,354,1962010Assets 2011: $1,305,015Liabilities 2011: $02011Assets 2012: $1,459,798Liabilities 2012: $12012Assets 2013: $1,261,232Liabilities 2013: $0Net Assets 2013: $1,261,2322013Assets 2014: $1,274,220Liabilities 2014: $0Net Assets 2014: $1,274,2202014Assets 2015: $1,255,100Liabilities 2015: $0Net Assets 2015: $1,255,1002015Assets 2016: $1,272,758Liabilities 2016: $0Net Assets 2016: $1,272,7582016Assets 2017: $1,406,744Liabilities 2017: $0Net Assets 2017: $1,406,7442017Assets 2018: $1,413,774Liabilities 2018: $0Net Assets 2018: $1,413,7742018Assets 2019: $1,384,962Liabilities 2019: $0Net Assets 2019: $1,384,9622019Assets 2020: $1,241,671Liabilities 2020: $0Net Assets 2020: $1,241,6712020Assets 2021: $1,235,010Liabilities 2021: $0Net Assets 2021: $1,235,0102021Assets 2022: $1,596,930Liabilities 2022: $0Net Assets 2022: $1,596,9302022Assets 2023: $1,561,456Liabilities 2023: $0Net Assets 2023: $1,561,4562023Assets 2024: $1,863,774Liabilities 2024: $0Net Assets 2024: $1,863,7742024

Highlighted filing

2024

Assets$1,863,774
Liabilities$0
Net Assets$1,863,774
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $520,6052010Revenue 2011: $58,055Expenses 2011: $107,236Net Income 2011: -$49,1812011Revenue 2012: $250,064Expenses 2012: $95,281Net Income 2012: $154,7832012Revenue 2013: $111,538Expenses 2013: $310,104Net Income 2013: -$198,5662013Revenue 2014: $46,198Expenses 2014: $33,210Net Income 2014: $12,9882014Revenue 2015: $83,170Expenses 2015: $102,290Net Income 2015: -$19,1202015Revenue 2016: $44,215Expenses 2016: $26,557Net Income 2016: $17,6582016Revenue 2017: $162,771Expenses 2017: $28,785Net Income 2017: $133,9862017Revenue 2018: $45,519Expenses 2018: $34,452Net Income 2018: $11,0672018Revenue 2019: $103,136Expenses 2019: $133,425Net Income 2019: -$30,2892019Revenue 2020: -$7,949Expenses 2020: $136,294Net Income 2020: -$144,2432020Revenue 2021: $78,480Expenses 2021: $85,141Net Income 2021: -$6,6612021Revenue 2022: $458,135Expenses 2022: $108,746Net Income 2022: $349,3892022Revenue 2023: $68,372Expenses 2023: $165,929Net Income 2023: -$97,5572023Revenue 2024: $121,968Expenses 2024: $104,186Net Income 2024: $17,7822024

Highlighted filing

2024

Revenue$121,968
Expenses$104,186
Net Income$17,782
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,863,774
Liabilities
$0
Net assets
$1,863,774
Revenue
$121,968
Expenses
$104,186
Net income
$17,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.17$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.46$0.11$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.01$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.05$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.16$0.03$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.11$0.31$0.20
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.25$0.10$0.15
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.06$0.11$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAKE FRAZIERTrutee-$21,000-$21,000
Filing and Contact Details

Filer

Filer Name
Sara Elizabeth Mccullough
EIN
75-6638849
Phone
6157082005
Address
8204 POPLAR CREEK RD, NASHVILLE, TN 37221

Signing Officer

Name
Blake Frazier
Title
Trustee
Phone
6157082005
Signed
2025-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Co
Address
4068 RURAL PLAINS CIRCLE SUITE 180, FRANKLIN, TN 37064
Preparer
Carlos Carazo
Phone
6153098959
Raw XML Appendix295 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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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157082005
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATION TO THE OAK FUND FOROAK HILL SCHOOL4815 FRANKLIN PIKENASHVILLE, TN 37220
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt060000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT FOR SCHOOL'S TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OAK HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04815 FRANKLIN PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041793
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050393
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092186
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045386
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050393
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0284536
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/(LOSSES)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt018993
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018993
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt018993
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018993
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02693
TaxesSchedule/TaxesDetail/Amt02693
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02693
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02693
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAKE FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157082005
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA ELIZABETH MCCULLOUGH
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0756638849
ReturnHeader/Filer/PhoneNum06157082005
ReturnHeader/Filer/USAddress/AddressLine1Txt08204 POPLAR CREEK RD
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831445511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MARION & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04068 RURAL PLAINS CIRCLE SUITE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037064
ReturnHeader/PreparerPersonGrp/PhoneNum06153098959
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS CARAZO
ReturnHeader/ReturnTs02025-07-09T10:11:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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