Civic Intelligence

Martin Truex Jr Foundation Inc.

990 • Fiscal year 2016 • EIN 26-0654126

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileWWW.MARTINTRUEXJRFOUNDATION.ORG
156 Cayuga DrMooresville, NC 28117

(704) 664-1113

Siviq Scores

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

Liabilities / Assets

86th percentile

0.57x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.35x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

87th percentile

39%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-1.5%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$367,389

Up $103,029 (+39%) from 2015

Net Assets

Up

$159,001

Up $174,495 (+1126%) from 2015

Liabilities

Down

$208,388

Down $71,466 (-26%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin84th percentile

Revenue

Down

$598,539

Down $9,181 (-1.5%) from 2015

Expenses

Down

$425,038

Down $247,653 (-37%) from 2015

Net Income

Up

$173,501

Up $238,472 (+367%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2010: $281,645Liabilities 2010: $8,525Net Assets 2010: $273,1202010Assets 2011: $176,247Liabilities 2011: $4,023Net Assets 2011: $172,2242011Assets 2012: $238,710Liabilities 2012: $51,026Net Assets 2012: $187,6842012Assets 2013: $147,962Liabilities 2013: $88,581Net Assets 2013: $59,3812013Assets 2014: $136,509Liabilities 2014: $91,008Net Assets 2014: $45,5012014Assets 2015: $264,360Liabilities 2015: $279,854Net Assets 2015: -$15,4942015Assets 2016: $367,389Liabilities 2016: $208,388Net Assets 2016: $159,0012016Assets 2017: $699,767Liabilities 2017: $972,760Net Assets 2017: -$272,9932017Assets 2018: $553,517Liabilities 2018: $993,077Net Assets 2018: -$439,5602018Assets 2019: $491,551Liabilities 2019: $776,070Net Assets 2019: -$284,5192019Assets 2020: $591,537Liabilities 2020: $627,643Net Assets 2020: -$36,1062020Assets 2021: $556,933Liabilities 2021: $206,560Net Assets 2021: $350,3732021Assets 2022: $543,123Liabilities 2022: $1,089,718Net Assets 2022: -$546,5952022Assets 2023: $471,977Liabilities 2023: $961,533Net Assets 2023: -$489,5562023Assets 2024: $145,132Liabilities 2024: $485,295Net Assets 2024: -$340,1632024

Highlighted filing

2016

Assets$367,389
Liabilities$208,388
Net Assets$159,001
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $296,5242010Expenses 2011: $452,6642011Expenses 2012: $527,4622012Revenue 2013: $407,072Expenses 2013: $536,300Net Income 2013: -$129,2282013Revenue 2014: $395,859Expenses 2014: $409,739Net Income 2014: -$13,8802014Revenue 2015: $607,720Expenses 2015: $672,691Net Income 2015: -$64,9712015Revenue 2016: $598,539Expenses 2016: $425,038Net Income 2016: $173,5012016Revenue 2017: $1,257,381Expenses 2017: $1,698,012Net Income 2017: -$440,6312017Revenue 2018: $1,421,466Expenses 2018: $1,580,807Net Income 2018: -$159,3412018Revenue 2019: $1,151,516Expenses 2019: $996,475Net Income 2019: $155,0412019Revenue 2020: $632,330Expenses 2020: $383,917Net Income 2020: $248,4132020Revenue 2021: $1,058,080Expenses 2021: $671,601Net Income 2021: $386,4792021Revenue 2022: $1,298,275Expenses 2022: $2,195,243Net Income 2022: -$896,9682022Revenue 2023: $1,049,329Expenses 2023: $992,290Net Income 2023: $57,0392023Revenue 2024: $671,692Expenses 2024: $522,299Net Income 2024: $149,3932024

Highlighted filing

2016

Revenue$598,539
Expenses$425,038
Net Income$173,501
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$642,312
Mission and Program Overview

Mission

Grant making to raise awareness, boost advocacy and generate financial support for underfunded cancer research initiatives specific to ovarian and childhood cancers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$150,440$221,207▲ $70,767
Savings and Temporary Cash Investments$104,391$107,815▲ $3,424
Accounts Receivable-$16,171-
Inventories for Sale or Use$5,643$15,832▲ $10,189
Land, Buildings, and Equipment, Net$3,886$6,364▲ $2,478
Total Assets$264,360$367,389▲ $103,029
Liabilities
Other Liabilities$82,880$108,388▲ $25,508
Grants Payable$196,750$100,000▼ $96,750
Accounts Payable and Accrued Expenses$224--
Total Liabilities$279,854$208,388▼ $71,466
Net Assets / Fund Balance
Unrestricted Net Assets$-15,494$159,001▲ $174,495
Total Net Assets Fund Balance$-15,494$159,001▲ $174,495
Total Liabilities and Net Assets / Fund Balance$264,360$367,389▲ $103,029

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,364$12,406$18,770
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Martin Truex JrPresident &
Justin MarksDirector
Sherry PollexDirector
Stoke CaldwellDirector
Todd MooreDirector
Sandy PlemmonsExecutive Di
Jill StierliSecretary /
John HondrosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,488
Program Service Revenue
$0
Investment Income
$3,492
Other Revenue
$474,559
All Other Contributions
$120,488
Change in Net Assets
$173,501

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$41,697Retail Value
Total Noncash Contributions1$41,697-

Audited Revenue Reconciliation

Revenue per Audited Statements
$598,539
Revenue Not Reported on Form 990
$994
Total Revenue per Audited Statements
$599,533
Total Revenue per Form 990
$598,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$399,946
Total Fundraising Expense$245,245
Grants and Similar Amounts Paid$25,092
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$21,015$15,928$50,435$87,378
Fees for Services Legal-$55,174$10,000$65,174
Office Expenses$572$31,510$17,249$49,331
Advertising-$24,931$9,866$34,797
Grants to Domestic Orgs$25,092--$25,092
Travel$1,936$329$7,427$9,692
Depreciation Depletion$2,640--$2,640
Other Expenses--$1,470$1,470
All Other Expenses$666--$666
Total Functional Expenses$51,921$127,872$245,245$425,038

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$425,038
Total Expenses per Audited Statements$425,038
Total Expenses per Form 990$425,038
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$418,219
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$370,127$370,127-$370,127
Southern Settin$30,445$30,445-$30,445
Total Events$418,219$418,219-$418,219
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Mtj Employee Leasing Inc$74,788
Prepaid Event Income$30,280
Payroll Liabilities$3,320
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

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

“AVAILABLE UPON REQUEST”

Form 990, Page 6, Part VI, Line 12C

“Enforcement of conflicts of interest policy is accomplished through annually monitoring of board members and requiring disclosure when conflicts arise.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request by allowing the public to view the documents in the organization's office.”

Filing and Contact Details

Filer

Filer Name
Martin Truex Jr Foundation Inc
EIN
26-0654126
Phone
7046641113
Address
156 CAYUGA DR, MOORESVILLE, NC 28117

Signing Officer

Name
John Hondros
Title
Treasurer
Phone
7046641113
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Truex Jr
Formed
2007
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Bgw CPA Pllc
Address
1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203-4756
Preparer
Adam C Boatsman
Phone
7045520553
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“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 2013 through 2015 are still subject to examination by the irs.”

Raw XML Appendix390 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0224
IRS990/AccountsReceivableGrp/EOYAmt016171
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0GRANT MAKING TO RAISE AWARENESS, BOOST ADVOCACY AND GENERATE FINANCIAL SUPPORT FOR UNDERFUNDED CANCER RESEARCH INITIATIVES SPECIFIC TO OVARIAN AND CHILDHOOD CANCERS.
IRS990/AdvertisingGrp/FundraisingAmt09866
IRS990/AdvertisingGrp/ManagementAndGeneralAmt024931
IRS990/AdvertisingGrp/TotalAmt034797
IRS990/AllOtherContributionsAmt0120488
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0666
IRS990/AllOtherExpensesGrp/TotalAmt0666
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0SANDY PLEMMONS
IRS990/BooksInCareOfDetail/PhoneNum07046641113
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0156 CAYUGA DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOORESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028117
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0150440
IRS990/CashNonInterestBearingGrp/EOYAmt0221207
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0120488
IRS990/CYGrantsAndSimilarPaidAmt025092
IRS990/CYInvestmentIncomeAmt03492
IRS990/CYOtherExpensesAmt0399946
IRS990/CYOtherRevenueAmt0474559
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0173501
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0425038
IRS990/CYTotalFundraisingExpenseAmt0245245
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0598539
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02640
IRS990/DepreciationDepletionGrp/TotalAmt02640
IRS990/Desc0GRANTS MADE TO ORGANIZATIONS THAT RAISE AWARENESS, BOOST ADVOCACY AND GENERATE FINANCIAL SUPPORT FOR UNDERFUNDED CANCER RESEARCH INITIATIVES SPECIFIC TO OVARIAN AND CHILDHOOD CANCERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt051921
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/FundraisingAmt010000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt055174
IRS990/FeesForServicesLegalGrp/TotalAmt065174
IRS990/FeesForServicesManagementGrp/FundraisingAmt050435
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt015928
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt021015
IRS990/FeesForServicesManagementGrp/TotalAmt087378
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0STOKE CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDY PLEMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm2TODD MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm3SHERRY POLLEX
IRS990/Form990PartVIISectionAGrp/PersonNm4JUSTIN MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARTIN TRUEX JR
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN HONDROS
IRS990/Form990PartVIISectionAGrp/PersonNm7JILL STIERLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY /
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt0418219
IRS990/GainOrLossGrp/SecuritiesAmt01124
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt025092
IRS990/GrantsPayableGrp/BOYAmt0196750
IRS990/GrantsPayableGrp/EOYAmt0100000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025092
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025092
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044897
IRS990/GrossReceiptsAmt0642312
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05643
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015832
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02368
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02368
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012406
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03886
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06364
IRS990/LandBldgEquipCostOrOtherBssAmt018770
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt043773
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANT MAKING TO RAISE AWARENESS, BOOST ADVOCACY AND GENERATE FINANCIAL SUPPORT FOR UNDERFUNDED CANCER RESEARCH INITIATIVES SPECIFIC TO OVARIAN AND CHILDHOOD CANCERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-15494
IRS990/NetAssetsOrFundBalancesEOYAmt0159001
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01124
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01124
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0418219
IRS990/NetUnrlzdGainsLossesInvstAmt0994
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt041697
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt017249
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031510
IRS990/OfficeExpensesGrp/ProgramServicesAmt0572
IRS990/OfficeExpensesGrp/TotalAmt049331
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0F/R EQUIPMENT RENTALS
IRS990/OtherExpensesGrp/Desc1F/R MERCHANDISE
IRS990/OtherExpensesGrp/Desc2F/R FACILITY RENTALS
IRS990/OtherExpensesGrp/Desc3F/R SOLICITATION LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt088119
IRS990/OtherExpensesGrp/FundraisingAmt134367
IRS990/OtherExpensesGrp/FundraisingAmt226312
IRS990/OtherExpensesGrp/FundraisingAmt31470
IRS990/OtherExpensesGrp/TotalAmt088119
IRS990/OtherExpensesGrp/TotalAmt134367
IRS990/OtherExpensesGrp/TotalAmt226312
IRS990/OtherExpensesGrp/TotalAmt31470
IRS990/OtherLiabilitiesGrp/BOYAmt082880
IRS990/OtherLiabilitiesGrp/EOYAmt0108388
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056340
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056340
IRS990/OtherRevenueTotalAmt056340
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARTIN TRUEX JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0234116
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0322535
IRS990/PYInvestmentIncomeAmt03276
IRS990/PYOtherExpensesAmt0350156
IRS990/PYOtherRevenueAmt0370328
IRS990/PYRevenuesLessExpensesAmt0-64971
IRS990/PYTotalExpensesAmt0672691
IRS990/PYTotalRevenueAmt0607720
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0173501
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104391
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0107815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0234116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0241021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0681856
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0476927
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0681856
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0234116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0241021
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0681856
IRS990ScheduleA/TotalSupportAmt0681856
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0425038
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0994
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06364
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012406
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt074788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt130280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MTJ EMPLOYEE LEASING INC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID EVENT INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0994
IRS990ScheduleD/RevenueSubtotalAmt0598539
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 2013 THROUGH 2015 ARE STILL SUBJECT TO EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06364
IRS990ScheduleD/TotalExpensesPerForm990Amt0425038
IRS990ScheduleD/TotalLiabilityAmt0108388
IRS990ScheduleD/TotalRevenuePerForm990Amt0598539
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0599533
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0425038
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FASHION SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SOUTHERN SETTIN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0370127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0418219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0370127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0418219
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0418219
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0RETAIL VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt041697
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS OF INTEREST POLICY IS ACCOMPLISHED THROUGH ANNUALLY MONITORING OF BOARD MEMBERS AND REQUIRING DISCLOSURE WHEN CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY ALLOWING THE PUBLIC TO VIEW THE DOCUMENTS IN THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0264360
IRS990/TotalAssetsEOYAmt0367389
IRS990/TotalAssetsGrp/BOYAmt0264360
IRS990/TotalAssetsGrp/EOYAmt0367389
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0120488
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0245245
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127872
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051921
IRS990/TotalFunctionalExpensesGrp/TotalAmt0425038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0279854
IRS990/TotalLiabilitiesEOYAmt0208388
IRS990/TotalLiabilitiesGrp/BOYAmt0279854
IRS990/TotalLiabilitiesGrp/EOYAmt0208388
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-15494
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0159001
IRS990/TotalProgramServiceExpensesAmt051921
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059832
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0598539
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0264360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367389
IRS990/TravelGrp/FundraisingAmt07427
IRS990/TravelGrp/ManagementAndGeneralAmt0329
IRS990/TravelGrp/ProgramServicesAmt01936
IRS990/TravelGrp/TotalAmt09692
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-15494
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0159001
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MARTINTRUEXJRFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HONDROS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046641113
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTIN TRUEX JR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0260654126
ReturnHeader/Filer/PhoneNum07046641113
ReturnHeader/Filer/USAddress/AddressLine1Txt0156 CAYUGA DR
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044B1E28F6E6AAD99B2DC68E10DF9A5207C091EBA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044B1E28F6E6AAD99B2DC68E10DF9A5207C091EBA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461302809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGW CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01616 CAMDEN RD STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282034756
ReturnHeader/PreparerPersonGrp/PhoneNum07045520553
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C BOATSMAN
ReturnHeader/ReturnTs02017-05-15T09:15:25-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,389
Liabilities
$208,388
Net assets
$159,001
Revenue
$598,539
Expenses
$425,038
Net income
$173,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.49$0.34$0.67$0.52$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.96$0.49$1.05$0.99$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.54$1.09$0.55$1.30$2.20$0.90
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.21$0.35$1.06$0.67$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.63$0.04$0.63$0.38$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.78$0.28$1.15$1.00$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.99$0.44$1.42$1.58$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.97$0.27$1.26$1.70$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.21$0.16$0.60$0.43$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.28$0.02$0.61$0.67$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.09$0.05$0.40$0.41$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.09$0.06$0.41$0.54$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.05$0.19$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.17$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.01$0.27$0.30