Civic Intelligence

Sara Elizabeth Mccullough Charitable Trust

990PF • Fiscal year 2016 • EIN 75-6638849

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

500 Elmington Ave Apt 310Nashville, TN 37205

(615) 383-7764

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$10,061

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

1.4%

Faster asset growth than 53% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,272,758

Up $17,658 (+1.4%) from 2015

Net Assets

Up

$1,272,758

Up $17,658 (+1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$44,215

Down $38,955 (-47%) from 2015

Expenses

Down

$26,557

Down $75,733 (-74%) from 2015

Net Income

Up

$17,658

Up $36,778 (+192%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$1,272,758
Liabilities$0
Net Assets$1,272,758

Operations Trend

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

2016

Revenue$44,215
Expenses$26,557
Net Income$17,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL S BARKSDALETrusteePT$10,061-$10,061
Filing and Contact Details

Filer

Filer Name
Sara Elizabeth Mccullough Charitable
EIN
75-6638849
Phone
6153837764
Address
500 ELMINGTON AVE APT 310, NASHVILLE, TN 37205

Signing Officer

Name
Phil S Barksdale
Title
Trustee
Phone
6153837764
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Reynolds Bone & Griesbeck Plc
Address
5100 WHEELIS DRIVE SUITE 300, MEMPHIS, TN 38117-4568
Preparer
Lee H Griesbeck
Phone
9016822431
Raw XML Appendix377 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0274093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt065000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt077000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.159835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01529562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01592511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01619723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01714845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01549345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01571340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.301113
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05265
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05265
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05265
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PHIL S BARKSDALE TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 ELMINGTON AVE APT 310
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153837764
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt05265
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt070704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0190165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt070704
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0121247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0119461
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05265
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0121247
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0191951
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013169
TaxesSchedule/TaxesDetail/Amt0577
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID ON FOREIGN DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0577
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL S BARKSDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153837764
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA ELIZABETH MCCULLOUGH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0756638849
ReturnHeader/Filer/PhoneNum06153837764
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 ELMINGTON AVE APT 310
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0279DE549B8A9C5F93C9BAD7498EE0F5832ED64A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2C9A3A8E1084865EF17A35525F2E9E5106C5012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.37.74.231
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:35:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620428728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REYNOLDS BONE & GRIESBECK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 WHEELIS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381174568
ReturnHeader/PreparerPersonGrp/PhoneNum09016822431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE H GRIESBECK
ReturnHeader/ReturnTs02017-05-12T14:48:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

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