Civic Intelligence

Sara Elizabeth Mccullough Charitable Trust

990PF • Fiscal year 2019 • EIN 75-6638849

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 11, 2020

Organization Profile
751 Cool Springs Blvd Suite 206Franklin, TN 37067

(615) 794-1375

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,384,962

Flat from 2019

Net Assets

Flat

$1,384,962

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Flat

$103,136

Flat from 2019

Expenses

Flat

$133,425

Flat from 2019

Net Income

Flat

-$30,289

Flat from 2019

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 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

2019

Assets$1,384,962
Liabilities$0
Net Assets$1,384,962
Open 2019 Filing

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 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

2019

Revenue$103,136
Expenses$133,425
Net Income-$30,289
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 11, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MICHAEL FRAZIERTrustee-$4,500-$4,500
Filing and Contact Details

Filer

Filer Name
Sara Elizabeth Mccullough
EIN
75-6638849
Phone
6157941375
Address
751 COOL SPRINGS BLVD SUITE 206, FRANKLIN, TN 37067

Signing Officer

Name
J Michael Frazier
Title
Trustee
Phone
6157941375
Signed
2020-07-11
Discuss with paid preparer
Yes

Preparer

Firm
FRAZIER & ASSOCIATES CPA'S
Address
751 COOL SPRINGS BLVD STE 206, FRANKLIN, TN 37067
Preparer
J Michael Frazier CPA
Phone
6157941375
Raw XML Appendix339 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/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/IndividualWithBooksNm0J MICHAEL FRAZIER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0750 COOL SPRINGS BLVD STE 206
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FRANKLIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157941375
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT FOR SCHOOL'S TUITION ASSISTANC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DONELSON CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 DANYACREST DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt086982
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020037
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020037
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0107019
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020037
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020037
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHECK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01477
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt0948
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON FOREIGN DI
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0948
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J MICHAEL FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157941375
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA ELIZABETH MCCULLOUGH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0756638849
ReturnHeader/Filer/PhoneNum06157941375
ReturnHeader/Filer/USAddress/AddressLine1Txt0751 COOL SPRINGS BLVD SUITE 206
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA4667219D3749780AF8A7866FBA15170F22513E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB3A502A162AAE5033DD74895460EB2BE0381262
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-07-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:12:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814168185
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0751 COOL SPRINGS BLVD STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037067
ReturnHeader/PreparerPersonGrp/PhoneNum06157941375
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J MICHAEL FRAZIER CPA
ReturnHeader/ReturnTs02020-07-11T20:12:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,384,962
Liabilities
$0
Net assets
$1,384,962
Revenue
$103,136
Expenses
$133,425
Net income
-$30,289
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
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