William J Chambliss T U A FY2020 filing

Tax-deductible

Lexington, KYCemetery / fraternalMutual/MembershipEIN 62-6230194Revenue $22K in FY2020

On file with the IRS1501 Copper Run Blvd, 40514-2224 · Lexington, KYTax-exempt since Apr 2004

This page gets seen. Tell your story. Claim this org.

To provide support for the upkeep of cemeteries and tombstones

Tax-exempt charity; gifts are tax-deductible.
$3K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · 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
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3K
to officers and key staff · 61% of spending
Concern: pay to officers and key staff is 61% of spending; over 30%.
Pt VII · Sec A
Cash reserves
20 mo
of spending, in cash
Looks good: 20.5 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
$22K
Spent
$5K
To programs
0%
Net assets
$235K
By yearFY2020–FY2024
Revenue
$22K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$22K
FY2021$23K
FY2022$10K
FY2023$2K
FY2024$8K
Expenses
$5K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5K
FY2021$5K
FY2022$5K
FY2023$7K
FY2024$3K
Net assets
$235K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$235K
FY2021$253K
FY2022$257K
FY2023$252K
FY2024$290K

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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

What each dollar paid for.

Management & general 100% · $5K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

1 person listed on the 990; $3K paid to officers and key staff.

Part VII, Section A · reportable compensation
$3,342Pt 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.

See William J Chambliss T U A executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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.

Questions for William J Chambliss T U A

Tap to ask. William J Chambliss T U A sees how many people are interested.

Your first name shows with your question. William J Chambliss T U A answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $5K · in their own filed words · FY2020
01

To provide support for the upkeep of cemeteries and tombstones.

$5Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$22K
Ln 12
Investment incomeLn 3$22K
Money outPt IX
$5K
Ln 25
Managementcol C$5K
Owns and owesPt X
$235K
net assets · Ln 32
Cash and savingsLn 1–2$9K
Total assetsLn 16$235K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$22K
Gains on assetsLn 7$17K
Total revenueLn 12$22K
Assets in detailPt X, end of year
CashLn 1$9
SavingsLn 2$9K
Cash and savings togetherLn 1–2$9K
InvestmentsLn 11–13$225K
Total assetsLn 16$235K
LiabilitiesLn 26$0
Net assetsLn 32$235K
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 FY20End FY20
Cash and savingsLn 1–2$12K$9K
InvestmentsLn 11–13$206K$225K
Total assetsLn 16$218K$235K
LiabilitiesLn 26$0$0
Net assetsLn 32$218K$235K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$3K$3K
Other fees for servicesLn 11g$2K$2K
All other expensesLn 24e$21$21
Total functional expensesLn 25$5K$0$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $22K$5K$16K$235K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2020 990 (6 parts)
Part I · Summary $21,888 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $9,257$21,888
I-11 Other revenue$0
I-12 Total revenuePrior year $9,257$21,888
I-13 Grants and similar amounts paidPrior year $1,749$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,308$3,342
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $72$2,100
I-18 Total expensesPrior year $5,129$5,442
I-19 Revenue less expensesPrior year $4,128$16,446
Part VI · Governance 0 of 1 board members independent, 4 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $21,888 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $5,324$5,324
VIII-7 Net gain or loss on sales of assetsExcluded from tax $16,564$16,564
VIII-12 Total revenueExcluded from tax $21,888$21,888
Part IX · Statement of functional expenses $5,442 across 3 lines filed
IX-5 Pay of current officers, directors and key staffManagement $3,342$3,342
IX-11g Other fees for servicesManagement $2,079$2,079
IX-24e All other expensesManagement $21$21
IX-25 Total functional expensesPrograms $0 · Management $5,442 · Fundraising $0$5,442
Part X · Balance sheet $234,699 assets, 7 lines filed
X-1 Cash, non-interest-bearing$9
X-2 Savings and temporary cash investmentsStart of year $11,734$9,308
X-11 Publicly traded securitiesStart of year $206,258$225,382
X-16 Total assetsStart of year $217,992$234,699
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $217,992$234,699
X-33 Total liabilities and net assetsStart of year $217,992$234,699
Part XI · Reconciliation of net assets $234,699 net assets at year end
XI-1 Total revenue$21,888
XI-2 Total expenses$5,442
XI-3 Revenue less expenses$16,446
XI-4 Net assets at start of year$217,992
XI-9 Other changes in net assets$261
XI-10 Net assets at end of year$234,699

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.