Civic Intelligence

Gordon Lee Charitable Trust 189-8804337

990 • Fiscal year 2018 • EIN 81-6229839

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 11, 2019

Organization ProfileN/A
701 Market StreetChattanooga, TN 37402-4886

(901) 681-2346

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$49,877

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,876,667

Down $37,156 (-0.9%) from 2017

Net Assets

Down

$3,876,667

Down $37,156 (-0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin17th percentile

Revenue

Down

$245,788

Down $61,905 (-20%) from 2017

Expenses

Up

$281,802

Up $7,554 (+2.8%) from 2017

Net Income

Down

-$36,014

Down $69,459 (-208%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $4,007,948Liabilities 2016: $0Net Assets 2016: $4,007,9482016Assets 2017: $3,913,823Liabilities 2017: $0Net Assets 2017: $3,913,8232017Assets 2018: $3,876,667Liabilities 2018: $0Net Assets 2018: $3,876,6672018Assets 2019: $3,859,395Liabilities 2019: $0Net Assets 2019: $3,859,3952019Assets 2020: $3,829,074Liabilities 2020: $0Net Assets 2020: $3,829,0742020Assets 2021: $3,903,626Liabilities 2021: $0Net Assets 2021: $3,903,6262021Assets 2022: $3,847,022Liabilities 2022: $0Net Assets 2022: $3,847,0222022Assets 2023: $3,815,177Liabilities 2023: $0Net Assets 2023: $3,815,1772023Assets 2024: $3,782,342Liabilities 2024: $0Net Assets 2024: $3,782,3422024

Highlighted filing

2018

Assets$3,876,667
Liabilities$0
Net Assets$3,876,667
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $456,653Expenses 2016: $261,775Net Income 2016: $194,8782016Revenue 2017: $307,693Expenses 2017: $274,248Net Income 2017: $33,4452017Revenue 2018: $245,788Expenses 2018: $281,802Net Income 2018: -$36,0142018Revenue 2019: $233,943Expenses 2019: $251,039Net Income 2019: -$17,0962019Revenue 2020: $250,230Expenses 2020: $283,171Net Income 2020: -$32,9412020Revenue 2021: $380,839Expenses 2021: $299,509Net Income 2021: $81,3302021Revenue 2022: $255,543Expenses 2022: $309,713Net Income 2022: -$54,1702022Revenue 2023: $227,762Expenses 2023: $257,173Net Income 2023: -$29,4112023Revenue 2024: $246,295Expenses 2024: $277,407Net Income 2024: -$31,1122024

Highlighted filing

2018

Revenue$245,788
Expenses$281,802
Net Income-$36,014
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 11, 2019
Return Version
2018v3.0
Gross Receipts
$814,937
Mission and Program Overview

Mission

The organization mission is to benefit and futher the purposes of gordon lee high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,913,823$3,876,667▼ $37,156
Investments in Publicly Traded Securities$3,859,540$3,764,103▼ $95,437
Savings and Temporary Cash Investments$53,210$108,579▲ $55,369
Cash and Non-Interest-Bearing Accounts$1,073$3,985▲ $2,912
Total Assets$3,913,823$3,876,667▼ $37,156
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,913,823$3,876,667▼ $37,156
Total Liabilities and Net Assets / Fund Balance$3,913,823$3,876,667▼ $37,156
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleOtherTotal
-Trustee$49,877$49,877
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$245,788
Other Revenue
$0
Change in Net Assets
$-36,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$229,572
Salaries, Compensation, and Employee Benefits$49,880
Other Expenses$2,350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$229,572--$229,572
Current Officers, Directors, Trustees, and Key Employees-$49,880-$49,880
All Other Expenses-$2,350-$2,350
Total Functional Expenses$229,572$52,230$0$281,802
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gordon Lee High SchoolChickamauga, GA-Per the Document Estabilishing This Trust, the Trust Exists Solely to Provide Financial Support to Gordon Lee High School$229,572
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“All meeting of the governing body are required to be documented based upon standards established by the trustee of the trust”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“All committees are required to report to the governing body, there by committee actions are entered into the minutes of the governing body meetings based upon standards established by the trustee of the trust.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A member of the governing board must sign the form 990 prior to filing the return.”

Form 990, Page 6, Part VI, Line 19

“This organization makes its governing documents, conflict of interest policy, and financial statement available to the public”

Filing and Contact Details

Filer

Filer Name
Gordon Lee Charitable Trust 189-8804337
EIN
81-6229839
Address
701 MARKET STREET, CHATTANOOGA, TN 37402-4886

Signing Officer

Name
First Tennessee Bank
Title
Trust Officer
Signed
2019-07-11

Organization Details

Formed
1929
Legal Domicile
Ga
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing of transfering of assets from related trust and reversal made that cross year end”

Raw XML Appendix335 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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IRS990/LocalChaptersInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PER THE DOCUMENT ESTABILISHING THIS TRUST, THE TRUST EXISTS SOLELY TO PROVIDE FINANCIAL SUPPORT TO GORDON LEE HIGH SCHOOL
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030707
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECIPIENTS MUST REGULARLY NOTIIFY TRUSTEE OF ANY CHANGES TO THEIR TAX EXEMPT STATUS.
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEETING OF THE GOVERNING BODY ARE REQUIRED TO BE DOCUMENTED BASED UPON STANDARDS ESTABLISHED BY THE TRUSTEE OF THE TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL COMMITTEES ARE REQUIRED TO REPORT TO THE GOVERNING BODY, THERE BY COMMITTEE ACTIONS ARE ENTERED INTO THE MINUTES OF THE GOVERNING BODY MEETINGS BASED UPON STANDARDS ESTABLISHED BY THE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A MEMBER OF THE GOVERNING BOARD MUST SIGN THE FORM 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIMING OF TRANSFERING OF ASSETS FROM RELATED TRUST AND REVERSAL MADE THAT CROSS YEAR END
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03913823
IRS990/TotalAssetsEOYAmt03876667
IRS990/TotalAssetsGrp/BOYAmt03913823
IRS990/TotalAssetsGrp/EOYAmt03876667
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052230
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0229572
IRS990/TotalFunctionalExpensesGrp/TotalAmt0281802
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03913823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03876667
IRS990/TotalOtherCompensationAmt049877
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0119319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245788
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03913823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03876667
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST TENNESSEE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GORDON LEE CHARITABLE TRUST 189-8804337
ReturnHeader/Filer/BusinessNameControlTxt0GORD
ReturnHeader/Filer/EIN0816229839
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0374024886
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A8446100AD49C2260BD73B529050975BA706ED7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A8446100AD49C2260BD73B529050975BA706ED7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.65.46.69
ReturnHeader/ReturnTs02019-07-11T11:00:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,876,667
Liabilities
$0
Net assets
$3,876,667
Revenue
$245,788
Expenses
$281,802
Net income
-$36,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.25$0.28$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.23$0.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.26$0.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.38$0.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.25$0.28$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.23$0.25$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.25$0.28$0.04
2017Summary only. Only limited summary data is available for this year.$3.91$0.00$3.91$0.31$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.46$0.26$0.19