Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
990 • Fiscal year 2013 • EIN 26-0654126
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$147,962
Down $90,748 (-38%) from 2012
Net Assets
Down$59,381
Down $128,303 (-68%) from 2012
Liabilities
Up$88,581
Up $37,555 (+74%) from 2012
Revenue
$407,072
No earlier filing loaded for comparison.
Expenses
Up$536,300
Up $8,838 (+1.7%) from 2012
Net Income
-$129,228
No earlier filing loaded for comparison.
Grant making to raise awareness, boost advocacy and generate financial support for underfunded cancer research initiatives specific to ovarian and childhood cancers.
Grant making to promote welfare of children
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $143,211 | $111,364 | ▼ $31,847 |
| Inventories for Sale or Use | $29,220 | $24,810 | ▼ $4,410 |
| Land, Buildings, and Equipment, Net | $12,078 | $9,348 | ▼ $2,730 |
| Accounts Receivable | $54,201 | $2,130 | ▼ $52,071 |
| Prepaid Expenses and Deferred Charges | - | $310 | - |
| Total Assets | $238,710 | $147,962 | ▼ $90,748 |
| Liabilities | |||
| Other Liabilities | $50,101 | $87,608 | ▲ $37,507 |
| Accounts Payable and Accrued Expenses | $925 | $973 | ▲ $48 |
| Total Liabilities | $51,026 | $88,581 | ▲ $37,555 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $187,684 | $59,381 | ▼ $128,303 |
| Total Net Assets Fund Balance | $187,684 | $59,381 | ▼ $128,303 |
| Total Liabilities and Net Assets / Fund Balance | $238,710 | $147,962 | ▼ $90,748 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $9,348 | $4,305 | $13,653 |
| Name | Title |
|---|---|
| Martin Truex Jr | President & |
| Sherry Pollex | Director |
| Stoke Caldwell | Director |
| Todd Moore | Director |
| Sandy Plemmons | Executive Di |
| Jill Stierli | Secretary / |
| John Hondros | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 1 | $30,500 | Retail Value |
| Total Noncash Contributions | 1 | $30,500 | - |
| Line Item | Amount |
|---|---|
| Other Expenses | $321,683 |
| Total Fundraising Expense | $260,047 |
| Grants and Similar Amounts Paid | $214,617 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $214,617 | - | - | $214,617 |
| Fees for Services Management | $20,396 | $12,238 | $48,951 | $81,585 |
| Office Expenses | - | $5,409 | $25,263 | $30,672 |
| Fees for Services Legal | - | $15,800 | $11,336 | $27,136 |
| Advertising | - | $4,971 | $15,333 | $20,304 |
| Other Expenses | - | - | $12,715 | $12,715 |
| Travel | - | $92 | $8,592 | $8,684 |
| Depreciation Depletion | $2,730 | - | - | $2,730 |
| Total Functional Expenses | $237,743 | $38,510 | $260,047 | $536,300 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $536,300 |
| Total Expenses per Audited Statements | $536,300 |
| Total Expenses per Form 990 | $536,300 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| - | - | - | Donation to Levine | $90,000 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $360,754 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $176,099 | $176,099 | - | $176,099 |
| Event 2 | $171,877 | $171,877 | - | $171,877 |
| Total Events | $360,754 | $360,754 | - | $360,754 |
| Liability | Amount |
|---|---|
| Due to Mtj LLC | $82,877 |
| Prepaid Event Income | $4,430 |
| Credit Card Payable | $301 |
| Commitment to Give | - |
“AVAILABLE UPON REQUEST”
“Enforcement of conflicts of interest policy is accomplished through annually monitoring of board members and requiring disclosure when conflicts arise.”
“Documents are made available to the public upon request by allowing the public to view the documents in the organization's office.”
“PRIOR YEAR ADJUSTMENT”
“The foundation is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and is classified by the internal revenue service (irs) as other than a private foundation. The foundation has implemented the provisions of fasb asc 740-10 relating to the accounting for uncertainty in income tax positions. Fasb asc 740-10 prescribes a comprehensive model for the financial statement recognition, measurement, presentation and disclosure of income tax uncertainties with respect to positions, including tax-exempt status, taken or expected to be taken in income tax returns. The foundation's income tax returns for its reporting periods ended during the years 2010 through 2013 are still subject to examination by the irs.”
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/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 20396 |
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| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
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| IRS990/FormationYr | 0 | 2007 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
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| IRS990/GamingActivitiesInd | 0 | false |
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| IRS990/GrantsToOrganizationsInd | 0 | true |
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| IRS990/IncludeFIN48FootnoteInd | 0 | true |
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| IRS990/IndoorTanningServicesInd | 0 | false |
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| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 74 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 74 |
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| IRS990/IRPDocumentW2GCnt | 0 | 0 |
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| IRS990/LoanOutstandingInd | 0 | false |
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| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
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| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 4305 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 13653 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 82877 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 4430 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 301 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO MTJ LLC |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PREPAID EVENT INCOME |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | CREDIT CARD PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | COMMITMENT TO GIVE |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 407072 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION HAS IMPLEMENTED THE PROVISIONS OF FASB ASC 740-10 RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. FASB ASC 740-10 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINTIES WITH RESPECT TO POSITIONS, INCLUDING TAX-EXEMPT STATUS, TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. THE FOUNDATION'S INCOME TAX RETURNS FOR ITS REPORTING PERIODS ENDED DURING THE YEARS 2010 THROUGH 2013 ARE STILL SUBJECT TO EXAMINATION BY THE IRS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
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| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 536300 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 87608 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 407072 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 407072 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 536300 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 176099 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 171877 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 12778 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 360754 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 176099 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 171877 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 12778 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 360754 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | FASHION SHOW |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt | 0 | GOLF OUTING |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 360754 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 90000 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | DONATION TO LEVINE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1 | 0 | CAROLINAS HEALTHCARE FOUNDATION |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1 | 0 | 1221 E MOREHEAD ST |
| IRS990ScheduleI/RecipientTable/USAddress/City | 0 | CHARLOTTE |
| IRS990ScheduleI/RecipientTable/USAddress/State | 0 | NC |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCode | 0 | 28117 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleM/AnyPropertyThatMustBeHeldInd | 0 | false |
| IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt | 0 | 1 |
| IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt | 0 | RETAIL VALUE |
| IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd | 0 | X |
| IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt | 0 | 30500 |
| IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd | 0 | false |
| IRS990ScheduleM/ThirdPartiesUsedInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ENFORCEMENT OF CONFLICTS OF INTEREST POLICY IS ACCOMPLISHED THROUGH ANNUALLY MONITORING OF BOARD MEMBERS AND REQUIRING DISCLOSURE WHEN CONFLICTS ARISE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY ALLOWING THE PUBLIC TO VIEW THE DOCUMENTS IN THE ORGANIZATION'S OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PRIOR YEAR ADJUSTMENT |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 238710 |
| IRS990/TotalAssetsEOYAmt | 0 | 147962 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 238710 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 147962 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 37693 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 260047 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 38510 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 237743 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 536300 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 51026 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 88581 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 51026 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 88581 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 187684 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 59381 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 237743 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8625 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 407072 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 238710 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 147962 |
| IRS990/TravelGrp/FundraisingAmt | 0 | 8592 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 92 |
| IRS990/TravelGrp/TotalAmt | 0 | 8684 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 187684 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 59381 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 156 CAYUGA DR |
| IRS990/USAddress/City | 0 | MOORESVILLE |
| IRS990/USAddress/State | 0 | NC |
| IRS990/USAddress/ZIPCode | 0 | 28117 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | WWW.MARTINTRUEXJRFOUNDATION.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN HONDROS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7046641113 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | MARTIN TRUEX JR FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MART |
| ReturnHeader/Filer/EIN | 0 | 260654126 |
| ReturnHeader/Filer/PhoneNum | 0 | 7046641113 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 156 CAYUGA DR |
| ReturnHeader/Filer/USAddress/City | 0 | MOORESVILLE |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 28117 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 461302809 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | BOATSMAN GILLMORE WAGNER PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 5970 FAIRVIEW ROAD SUITE 402 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | CHARLOTTE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 28210 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7045520553 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-09-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ADAM C BOATSMAN |
| ReturnHeader/ReturnTs | 0 | 2014-09-15T08:29:39-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.