Civic Intelligence

Martin Truex Jr Foundation Inc.

990 • Fiscal year 2017 • EIN 26-0654126

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

99th percentile

1.39x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • NTEE O • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.77x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • NTEE O • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-35%

Higher net margin than 2% of similar nonprofits.

2017 filings • NTEE O • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • NTEE O • $1M-$5M nonprofits • Source year 2017

Asset Growth

93rd percentile

90%

Faster asset growth than 93% of similar nonprofits.

2017 filings • NTEE O • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

110%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • NTEE O • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$699,767

Up $332,378 (+90%) from 2016

Net Assets

Down

-$272,993

Down $431,994 (-272%) from 2016

Liabilities

Up

$972,760

Up $764,372 (+367%) from 2016

Revenue

Up

$1,257,381

Up $658,842 (+110%) from 2016

Expenses

Up

$1,698,012

Up $1,272,974 (+299%) from 2016

Net Income

Down

-$440,631

Down $614,132 (-354%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$699,767
Liabilities$972,760
Net Assets-$272,993

Operations Trend

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

2017

Revenue$1,257,381
Expenses$1,698,012
Net Income-$440,631
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Gross Receipts
$1,292,312
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$221,207$505,689▲ $284,482
Savings and Temporary Cash Investments$107,815$120,863▲ $13,048
Other Notes and Loans Receivable, Net-$39,229-
Inventories for Sale or Use$15,832$19,471▲ $3,639
Accounts Receivable$16,171$10,751▼ $5,420
Land, Buildings, and Equipment, Net$6,364$3,764▼ $2,600
Total Assets$367,389$699,767▲ $332,378
Liabilities
Grants Payable$100,000$923,137▲ $823,137
Other Liabilities$108,388$49,623▼ $58,765
Total Liabilities$208,388$972,760▲ $764,372
Net Assets / Fund Balance
Unrestricted Net Assets$159,001$-272,993▼ $431,994
Total Net Assets Fund Balance$159,001$-272,993▼ $431,994
Total Liabilities and Net Assets / Fund Balance$367,389$699,767▲ $332,378

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,764$15,006$18,770
Compensation and Service Providers

Board Members and Trustees

NameTitle
Martin Truex JrPresident &
Jeremy ScottDirector
Sandy PlemmonsDirector
Stoke CaldwellDirector
Dr Matt McdonaldMember
Leigh YarbroughSecretary
John HondrosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$317,630
Program Service Revenue
$0
Investment Income
$5,551
Other Revenue
$934,200
All Other Contributions
$317,630
Change in Net Assets
$-440,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,257,381
Revenue Not Reported on Form 990
$8,637
Total Revenue per Audited Statements
$1,266,018
Total Revenue per Form 990
$1,257,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,172,881
Other Expenses$525,131
Total Fundraising Expense$415,464
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,172,881--$1,172,881
Fees for Services Management$29,677$17,806$94,742$142,225
Fees for Services Legal-$29,278$28,080$57,358
Advertising-$7,805$18,340$26,145
All Other Expenses$1,124$2,349$16,378$19,851
Other Expenses$4,575$10,754$20,291$10,754
Travel-$1,795$7,715$9,510
Office Expenses$123$1,781$5,743$7,647
Depreciation Depletion$2,600--$2,600
Total Functional Expenses$1,210,980$71,568$415,464$1,698,012

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,698,012
Total Expenses per Audited Statements$1,698,012
Total Expenses per Form 990$1,698,012
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Change in Present Value of Grants P---$1,172,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$794,540
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$665,839$665,839-$665,839
Spin Along$51,870$51,870-$51,870
Total Events$793,540$793,540-$793,540
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Event Income$40,499
Payroll Tax Liability$5,156
Credit Card Payable$3,353
Due to Mtj Motorcoach$615
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
2018-05-10
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
4

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.

Schedule D, Page 4, Part XIII

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 2014 through 2016 are still subject to examination by the irs.

Raw XML Appendix385 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/AccountsReceivableGrp/BOYAmt016171
IRS990/AccountsReceivableGrp/EOYAmt010751
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/FundraisingAmt018340
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07805
IRS990/AdvertisingGrp/TotalAmt026145
IRS990/AllOtherContributionsAmt0317630
IRS990/AllOtherExpensesGrp/FundraisingAmt016378
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02349
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01124
IRS990/AllOtherExpensesGrp/TotalAmt019851
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/BOYAmt0221207
IRS990/CashNonInterestBearingGrp/EOYAmt0505689
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0317630
IRS990/CYGrantsAndSimilarPaidAmt01172881
IRS990/CYInvestmentIncomeAmt05551
IRS990/CYOtherExpensesAmt0525131
IRS990/CYOtherRevenueAmt0934200
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-440631
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01698012
IRS990/CYTotalFundraisingExpenseAmt0415464
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01257381
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02600
IRS990/DepreciationDepletionGrp/TotalAmt02600
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/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01210980
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/FundraisingAmt028080
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt029278
IRS990/FeesForServicesLegalGrp/TotalAmt057358
IRS990/FeesForServicesManagementGrp/FundraisingAmt094742
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt017806
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt029677
IRS990/FeesForServicesManagementGrp/TotalAmt0142225
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0STOKE CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDY PLEMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARTIN TRUEX JR
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN HONDROS
IRS990/Form990PartVIISectionAGrp/PersonNm4LEIGH YARBROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm5JEREMY SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6DR MATT MCDONALD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt0794540
IRS990/GainOrLossGrp/SecuritiesAmt02371
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt01172881
IRS990/GrantsPayableGrp/BOYAmt0100000
IRS990/GrantsPayableGrp/EOYAmt0923137
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01172881
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01172881
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt037302
IRS990/GrossReceiptsAmt01292312
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015832
IRS990/InventoriesForSaleOrUseGrp/EOYAmt019471
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03180
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03180
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015006
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06364
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03764
IRS990/LandBldgEquipCostOrOtherBssAmt018770
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034931
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/NetAssetsOrFundBalancesBOYAmt0159001
IRS990/NetAssetsOrFundBalancesEOYAmt0-272993
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02371
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02371
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0794540
IRS990/NetUnrlzdGainsLossesInvstAmt08637
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt024775
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt05743
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01781
IRS990/OfficeExpensesGrp/ProgramServicesAmt0123
IRS990/OfficeExpensesGrp/TotalAmt07647
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FACILITY RENTAL
IRS990/OtherExpensesGrp/Desc1MERCHANDISE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES: FUNDRAISING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS: G&A
IRS990/OtherExpensesGrp/FundraisingAmt0149253
IRS990/OtherExpensesGrp/FundraisingAmt174922
IRS990/OtherExpensesGrp/FundraisingAmt220291
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010754
IRS990/OtherExpensesGrp/ProgramServicesAmt04575
IRS990/OtherExpensesGrp/TotalAmt0149253
IRS990/OtherExpensesGrp/TotalAmt179497
IRS990/OtherExpensesGrp/TotalAmt220291
IRS990/OtherExpensesGrp/TotalAmt310754
IRS990/OtherLiabilitiesGrp/BOYAmt0108388
IRS990/OtherLiabilitiesGrp/EOYAmt049623
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0139660
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0139660
IRS990/OtherRevenueTotalAmt0139660
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt039229
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARTIN TRUEX JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120488
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025092
IRS990/PYInvestmentIncomeAmt03492
IRS990/PYOtherExpensesAmt0399946
IRS990/PYOtherRevenueAmt0474559
IRS990/PYRevenuesLessExpensesAmt0173501
IRS990/PYTotalExpensesAmt0425038
IRS990/PYTotalRevenueAmt0598539
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-440631
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0317630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0120488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0234116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0758465
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0937380
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0758465
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0317630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0120488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0234116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037693
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0758465
IRS990ScheduleA/TotalSupportAmt0758465
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01698012
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08637
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03764
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015006
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040499
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23353
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID EVENT INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAX LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO MTJ MOTORCOACH
IRS990ScheduleD/RevenueNotReportedAmt08637
IRS990ScheduleD/RevenueSubtotalAmt01257381
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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 2014 THROUGH 2016 ARE STILL SUBJECT TO EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03764
IRS990ScheduleD/TotalExpensesPerForm990Amt01698012
IRS990ScheduleD/TotalLiabilityAmt049623
IRS990ScheduleD/TotalRevenuePerForm990Amt01257381
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01266018
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01698012
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FASHION SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIN ALONG
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0665839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt051870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt075831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0793540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0665839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt051870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt075831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0793540
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0793540
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01172881
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHANGE IN PRESENT VALUE OF GRANTS P
IRS990/ScheduleJRequiredInd0false
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/TotalAssetsBOYAmt0367389
IRS990/TotalAssetsEOYAmt0699767
IRS990/TotalAssetsGrp/BOYAmt0367389
IRS990/TotalAssetsGrp/EOYAmt0699767
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0317630
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0415464
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071568
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01210980
IRS990/TotalFunctionalExpensesGrp/TotalAmt01698012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0208388
IRS990/TotalLiabilitiesEOYAmt0972760
IRS990/TotalLiabilitiesGrp/BOYAmt0208388
IRS990/TotalLiabilitiesGrp/EOYAmt0972760
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0159001
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-272993
IRS990/TotalProgramServiceExpensesAmt01210980
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0145211
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01257381
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0367389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0699767
IRS990/TravelGrp/FundraisingAmt07715
IRS990/TravelGrp/ManagementAndGeneralAmt01795
IRS990/TravelGrp/TotalAmt09510
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0159001
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-272993
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MARTINTRUEXJRFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HONDROS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07046641113
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/AtSubmissionCreationDeviceId0EDB904E5149EC3AD668E2B8CC3F07141FF93D775
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05F509FA9584E663F19331DB7CC31EBC2B513F1DD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.151.139.168
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:46:30
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/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C BOATSMAN
ReturnHeader/ReturnTs02018-05-10T10:46:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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