Civic Intelligence

Martin Truex Jr Foundation Inc.

990 • Fiscal year 2018 • EIN 26-0654126

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 30, 2019

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

98th percentile

1.79x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • NTEE O • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.70x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • NTEE O • $1M-$5M nonprofits • Source year 2018

Net Margin

8th percentile

-11%

Higher net margin than 8% of similar nonprofits.

2018 filings • NTEE O • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2018 filings • NTEE O • $1M-$5M nonprofits • Source year 2018

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2018 filings • NTEE O • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

13%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • NTEE O • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$553,517

Down $146,250 (-21%) from 2017

Net Assets

Down

-$439,560

Down $166,567 (-61%) from 2017

Liabilities

Up

$993,077

Up $20,317 (+2.1%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin8th percentile

Revenue

Up

$1,421,466

Up $164,085 (+13%) from 2017

Expenses

Down

$1,580,807

Down $117,205 (-6.9%) from 2017

Net Income

Up

-$159,341

Up $281,290 (+64%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2018

Assets$553,517
Liabilities$993,077
Net Assets-$439,560
Open 2018 Filing

Operations Trend

Revenue Growth49th 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

2018

Revenue$1,421,466
Expenses$1,580,807
Net Income-$159,341
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$1,447,646
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$505,689$354,854▼ $150,835
Savings and Temporary Cash Investments$120,863$113,636▼ $7,227
Inventories for Sale or Use$19,471$57,750▲ $38,279
Other Notes and Loans Receivable, Net$39,229$14,535▼ $24,694
Prepaid Expenses and Deferred Charges-$10,000-
Land, Buildings, and Equipment, Net$3,764$2,741▼ $1,023
Accounts Receivable$10,751$1▼ $10,750
Total Assets$699,767$553,517▼ $146,250
Liabilities
Grants Payable$923,137$915,256▼ $7,881
Other Liabilities$49,623$73,488▲ $23,865
Accounts Payable and Accrued Expenses-$4,333-
Total Liabilities$972,760$993,077▲ $20,317
Net Assets / Fund Balance
Unrestricted Net Assets$-272,993$-439,560▼ $166,567
Total Net Assets Fund Balance$-272,993$-439,560▼ $166,567
Total Liabilities and Net Assets / Fund Balance$699,767$553,517▼ $146,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,741$16,029$18,770
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$328,972
Program Service Revenue
$0
Investment Income
$3,896
Other Revenue
$1,088,598
All Other Contributions
$328,972
Change in Net Assets
$-159,341

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 Amount
Other Non Cash Contri Table1$62,714
Total Noncash Contributions1$62,714

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,421,466
Revenue Not Reported on Form 990
$-9,922
Total Revenue per Audited Statements
$1,411,544
Total Revenue per Form 990
$1,421,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$867,449
Other Expenses$713,358
Total Fundraising Expense$521,127
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$867,449--$867,449
Fees for Services Management$24,152$22,568$84,951$131,671
Advertising-$806$72,523$73,329
All Other Expenses$2,645$4,134$44,136$50,915
Fees for Services Legal-$29,473$16,067$45,540
Occupancy$21,905--$21,905
Other Expenses-$82,359$19,974$19,974
Travel-$2,169$16,190$18,359
Office Expenses-$996$4,439$5,435
Depreciation Depletion$1,024--$1,024
Total Functional Expenses$917,175$142,505$521,127$1,580,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,580,807
Total Expenses per Audited Statements$1,580,807
Total Expenses per Form 990$1,580,807
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Change in Present Value of Grants P---$867,449
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$868,428
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$678,824$678,824-$678,824
Spin Along$66,026$66,026-$66,026
Total Events$868,428$868,428-$868,428
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$37,077
Tax Withholding Liability$18,500
Due to Mtj LLC$6,390
Payroll Tax Liability$4,605
Credit Card Payable$3,497
Due to Mtj Motorcoach$3,419
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
2019-07-30
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
3

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 secion 501(c)(3) of the internal revenue code ans is classified by the internal revenue service (irs) as other than a private foundation. Part xiii - supplemental financial information 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 2017 are still subject to examination by the irs.”

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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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016029
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MTJ EMPLOYEE LEASING INC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TAX WITHHOLDING LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO MTJ LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL TAX LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5DUE TO MTJ MOTORCOACH
IRS990ScheduleD/RevenueNotReportedAmt0-9922
IRS990ScheduleD/RevenueSubtotalAmt01421466
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0868428
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IRS990ScheduleI/RecipientTable/CashGrantAmt0867449
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHANGE IN PRESENT VALUE OF GRANTS P
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
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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
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalContributionsAmt0328972
IRS990/TotalEmployeeCnt03
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0917175
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IRS990/TotalProgramServiceExpensesAmt0917175
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01421466
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IRS990/TravelGrp/ManagementAndGeneralAmt02169
IRS990/TravelGrp/TotalAmt018359
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-15
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ReturnHeader/ReturnTs02019-07-18T12:56:42-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,517
Liabilities
$993,077
Net assets
-$439,560
Revenue
$1,421,466
Expenses
$1,580,807
Net income
-$159,341
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