William J Chambliss T U A

Tax-deductible

Lexington, KYCemetery / fraternalMutual/MembershipEIN 62-6230194

To provide support for the upkeep of cemeteries and tombstones

Tax-exempt charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$3K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $8K a year · 60% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3K
to officers and key staff · 98% of spending
Top officer’s pay lower than 58% of similar orgs
Concern: pay to officers and key staff is 98% of spending; over 30%.
Pt VII · Sec A
Cash reserves
44 mo
of spending, in cash
Looks good: 44.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8K
+298% vs prior year
Spent
$3K
To programs
100%
Net assets
$290K
By yearFY2020–FY2024
Revenue
$8K
FY2024▲ +298%
Revenue by fiscal year
FY2020$22K
FY2021$23K
FY2022$10K
FY2023$2K
FY2024$8K
Expenses
$3K
FY2024▼ -58%
Expenses by fiscal year
FY2020$5K
FY2021$5K
FY2022$5K
FY2023$7K
FY2024$3K
Net assets
$290K
FY2024▲ +15%
Net assets by fiscal year
FY2020$235K
FY2021$253K
FY2022$257K
FY2023$252K
FY2024$290K

From the FY2024 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $3K

Form 990 Part IX, line 25. Every line is in By the numbers.

Who runs it and what they're paid

4 people listed on the 990; $3K paid to officers and key staff.

Part VII, Section A · reportable compensation
$1,969Pt VII · Sec A
Director
$894Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Fifth Third Bank NA’s $2K as Director is at the 42nd percentile of top reported officer pay among 159 <$100K mutual/membership nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Truist Bank$894$3,517$3,600$3,809—
Branch Banking and Trust Company————$3,342
Fifth Third Bank NA$1,969————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Maintains cemeteries and tombstone preservation.

Provided by the organization

This section is blank until William J Chambliss T U A claims this page.

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1 program service account for $3K of program spending, described in the organization's own filed words · FY2024.
01

To provide support for the maintenance of cemeteries and tombstones

$3Kprogram expense

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$8K
Ln 12
Investment incomeLn 3$8K
Money outPt IX
$3K
Ln 25
Programscol B$3K
Owns and owesPt X
$290K
net assets · Ln 32
Cash and savingsLn 1–2$11K
Total assetsLn 16$290K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$8K
Gains on assetsLn 7$360
Total revenueLn 12$8K
Assets in detailPt X, end of year
SavingsLn 2$11K
Cash and savings togetherLn 1–2$11K
InvestmentsLn 11–13$279K
Total assetsLn 16$290K
LiabilitiesLn 26$0
Net assetsLn 32$290K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$9K$11K
InvestmentsLn 11–13$243K$279K
Total assetsLn 16$252K$290K
LiabilitiesLn 26$0$0
Net assetsLn 32$252K$290K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$3K$3K
Other expenses (24a–d)Ln 24$44$44
Total functional expensesLn 25$3K$3K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $8K$3K$5K$290K 990 PDF
FY2023 $2K$7K−$5K$252K 990 PDF
FY2022 $10K$5K$4K$257K 990 PDF
FY2021 $23K$5K$18K$253K 990 PDF
FY2020 $22K$5K$16K$235K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $8,071 across 4 lines filed
VIII-3 Investment incomeRelated to mission $7,711$7,711
VIII-7 Net gain or loss on sales of assetsRelated to mission $360$360
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $8,071 · Unrelated business $0 · Excluded from tax $0$8,071
Part IX · Statement of functional expenses $2,907 across 2 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $2,863$2,863
IX-24 Other expenses (24a–d)Programs $44$44
IX-25 Total functional expensesPrograms $2,907 · Management $0 · Fundraising $0$2,907
Part X · Balance sheet $289,821 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $8,853$10,763
X-11 Publicly traded securitiesStart of year $243,197$279,058
X-16 Total assetsStart of year $252,050$289,821
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $252,050$289,821
X-33 Total liabilities and net assetsStart of year $252,050$289,821
Part XI · Reconciliation of net assets $289,821 net assets at year end
XI-1 Total revenue$8,071
XI-2 Total expenses$2,907
XI-3 Revenue less expenses$5,164
XI-4 Net assets at start of year$252,050
XI-5 Net unrealized gains (losses) on investments$32,607
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$289,821

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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