Civic Intelligence

William and Martha Brown Education Technology Trust

EIN 82-6603701 • 501(c)3 • Gallatin, TN

Pub. 78 Eligible

Profile

All income is for sumner county schools for technology for students.

355 N Belevedere Drive Room 303Gallatin, TN 37066
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.6%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

6.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$7,031,129

Down $113,055 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,031,129

Down $113,055 (-1.6%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin99th percentile

Revenue

Up

$294,502

Up $17,787 (+6.4%) from 2023

Expenses

Up

$5,040

Up $2,150 (+74%) from 2023

Net Income

Up

$289,462

Up $15,637 (+5.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2018: $7,808,266Liabilities 2018: $0Net Assets 2018: $7,808,2662018Assets 2019: $8,516,534Liabilities 2019: $0Net Assets 2019: $8,516,5342019Assets 2020: $9,479,211Liabilities 2020: $0Net Assets 2020: $9,479,2112020Assets 2022: $6,875,942Liabilities 2022: $0Net Assets 2022: $6,875,9422022Assets 2023: $7,144,184Liabilities 2023: $0Net Assets 2023: $7,144,1842023Assets 2024: $7,031,129Liabilities 2024: $0Net Assets 2024: $7,031,1292024

Highlighted filing

2024

Assets$7,031,129
Liabilities$0
Net Assets$7,031,129
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $596,704Expenses 2018: $174,984Net Income 2018: $421,7202018Revenue 2019: $221,919Expenses 2019: $203,822Net Income 2019: $18,0972019Revenue 2020: $193,752Expenses 2020: $223,753Net Income 2020: -$30,0012020Revenue 2022: $190,895Expenses 2022: $166,412Net Income 2022: $24,4832022Revenue 2023: $276,715Expenses 2023: $2,890Net Income 2023: $273,8252023Revenue 2024: $294,502Expenses 2024: $5,040Net Income 2024: $289,4622024

Highlighted filing

2024

Revenue$294,502
Expenses$5,040
Net Income$289,462
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,031,129
Liabilities
$0
Net assets
$7,031,129
Revenue
$294,502
Expenses
$5,040
Net income
$289,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.29$0.01$0.29
2023Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.28$0.00$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.19$0.17$0.02
2020Summary only. Only limited summary data is available for this year.$9.48$0.00$9.48$0.19$0.22$0.03
2019Summary only. Only limited summary data is available for this year.$8.52$0.00$8.52$0.22$0.20$0.02
2018Summary only. Only limited summary data is available for this year.$7.81$0.00$7.81$0.60$0.17$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.0
Gross Receipts
$294,502
Mission and Program Overview

Mission

All income is for sumner county schools for technology for students.

Technology funds for sumner co students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,112,764$7,004,718▼ $108,046
Savings and Temporary Cash Investments$31,420$26,411▼ $5,009
Total Assets$7,144,184$7,031,129▼ $113,055
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,112,764$7,004,718▼ $108,046
Net Assets Without Donor Restrictions$31,420$26,411▼ $5,009
Total Net Assets Fund Balance$7,144,184$7,031,129▼ $113,055
Total Liabilities and Net Assets / Fund Balance$7,144,184$7,031,129▼ $113,055
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
John C IsbellTrustee
Scott LangfordTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$294,502
Other Revenue
$0
Change in Net Assets
$289,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$5,040--$5,040
Total Functional Expenses$5,040$0$0$5,040
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
William & Martha Brown Education
EIN
82-6603701
Phone
6158242724
Address
355 N BELEVEDERE DRIVE ROOM 303, GALLATIN, TN 37066
Doing Business As
Sumner Co Board of Education

Signing Officer

Name
John C Isbell
Title
Trustee
Phone
6154523604
Signed
2025-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John C Isbell
Formed
2018
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Mcmurray Fox & Associates Pllc
Address
639 E MAIN ST SUITE 100, HENDERSONVILLE, TN 37075-2606
Preparer
Jw Mcmurray
Phone
6158242724
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Funds for sumner county schools for technology”

Raw XML Appendix254 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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