Civic Intelligence

Mlj Trust

990 • Fiscal year 2019 • EIN 26-1132630

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 02, 2020

Organization ProfileWWW.MLJTRUST.ORG
PO Box 113Middleburg, VA 20118-0113

(703) 999-9192

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$358,119

Up $76,979 (+27%) from 2017

Net Assets

Up

$353,368

Up $72,228 (+26%) from 2017

Liabilities

Up

$4,751

Up $4,751 from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin12th percentile

Revenue

Down

$186,224

Down $117,790 (-39%) from 2017

Expenses

Down

$242,731

Down $41,355 (-15%) from 2017

Net Income

Down

-$56,507

Down $76,435 (-384%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2014: $145,387Liabilities 2014: $0Net Assets 2014: $145,3872014Assets 2015: $237,840Liabilities 2015: $0Net Assets 2015: $237,8402015Assets 2016: $261,212Liabilities 2016: $0Net Assets 2016: $261,2122016Assets 2017: $281,140Liabilities 2017: $0Net Assets 2017: $281,1402017Assets 2019: $358,119Liabilities 2019: $4,751Net Assets 2019: $353,3682019Assets 2020: $320,561Liabilities 2020: $5,814Net Assets 2020: $314,7472020Assets 2021: $310,542Liabilities 2021: $1,906Net Assets 2021: $308,6362021Assets 2022: $413,813Liabilities 2022: $12,111Net Assets 2022: $401,7022022Assets 2023: $496,847Liabilities 2023: $561Net Assets 2023: $496,2862023Assets 2024: $541,006Liabilities 2024: $1,022Net Assets 2024: $539,9842024

Highlighted filing

2019

Assets$358,119
Liabilities$4,751
Net Assets$353,368
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $104,746Expenses 2014: $68,190Net Income 2014: $36,5562014Revenue 2015: $168,544Expenses 2015: $76,091Net Income 2015: $92,4532015Revenue 2016: $182,325Expenses 2016: $158,953Net Income 2016: $23,3722016Revenue 2017: $304,014Expenses 2017: $284,086Net Income 2017: $19,9282017Revenue 2019: $186,224Expenses 2019: $242,731Net Income 2019: -$56,5072019Revenue 2020: $257,018Expenses 2020: $295,639Net Income 2020: -$38,6212020Revenue 2021: $240,017Expenses 2021: $246,128Net Income 2021: -$6,1112021Revenue 2022: $307,566Expenses 2022: $214,500Net Income 2022: $93,0662022Revenue 2023: $324,283Expenses 2023: $229,699Net Income 2023: $94,5842023Revenue 2024: $316,553Expenses 2024: $272,855Net Income 2024: $43,6982024

Highlighted filing

2019

Revenue$186,224
Expenses$242,731
Net Income-$56,507
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 2, 2020
Return Version
2019v5.0
Gross Receipts
$186,224
Mission and Program Overview

Mission

Maintain, promote and further develop the audio ministry of the late dr. Martyn lloyd-jones in the united states

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$172,307$167,132▼ $5,175
Intangible Assets$119,465$126,727▲ $7,262
Pledges and Grants Receivable-$39,746-
Prepaid Expenses and Deferred Charges-$22,748-
Land, Buildings, and Equipment, Net$1,962$1,766▼ $196
Total Assets$293,734$358,119▲ $64,385
Liabilities
Accounts Payable and Accrued Expenses$0$4,751▲ $4,751
Total Liabilities$0$4,751▲ $4,751
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$293,734$353,368▲ $59,634
Total Net Assets Fund Balance$293,734$353,368▲ $59,634
Total Liabilities and Net Assets / Fund Balance$293,734$358,119▲ $64,385

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,766$686$2,452
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jonathan F CatherwoodPresident
Greg JonesDirector
David LoviSecretary
Russ RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$185,538
Program Service Revenue
$0
Investment Income
$686
Other Revenue
$0
All Other Contributions
$185,538
Change in Net Assets
$-56,507

Audited Revenue Reconciliation

Revenue per Audited Statements
$186,224
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$186,224
Total Revenue per Form 990
$186,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$34,538--$34,538
Information Technology$22,064--$22,064
Conferences and Meetings$14,761--$14,761
Advertising-$12,270-$12,270
Fees for Services Legal-$7,964-$7,964
Office Expenses-$5,934-$5,934
Fees for Services Accounting-$3,528-$3,528
Other Expenses$7,641$237-$237
Total Functional Expenses$212,798$29,933$0$242,731

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$242,731
Total Expenses per Audited Statements$242,731
Total Expenses per Form 990$242,731
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board will review the tax return before it is released electronically to the irs.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Mlj Trust
EIN
26-1132630
Phone
7039999192
Address
PO BOX 113, MIDDLEBURG, VA 20118-0113

Signing Officer

Name
Jonathan F Catherwood
Title
President
Phone
7039999192
Signed
2020-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan F Catherwood
Formed
2007
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Olivia a Hutton CPA
Phone
5406623417
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Mlj trust changed its method of accounting from cash to accrual during 2019.”

Raw XML Appendix354 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD WILL REVIEW THE TAX RETURN BEFORE IT IS RELEASED ELECTRONICALLY TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MLJ TRUST CHANGED ITS METHOD OF ACCOUNTING FROM CASH TO ACCRUAL DURING 2019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04751
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0293734
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0353368
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0212798
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0686
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186224
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0293734
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0358119
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 113
IRS990/USAddress/CityNm0MIDDLEBURG
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0201180113
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.MLJTRUST.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN F CATHERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039999192
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MLJ TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MLJT
ReturnHeader/Filer/EIN0261132630
ReturnHeader/Filer/PhoneNum07039999192
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 113
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURG
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3530B147E31FA9CCE08A9B173E65B45BC35E875
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.4.100.170
ReturnHeader/FilingSecurityInformation/IPDt02020-03-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:12:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541149263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2560
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0226041760
ReturnHeader/PreparerPersonGrp/PhoneNum05406623417
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OLIVIA A HUTTON CPA
ReturnHeader/ReturnTs02020-03-02T14:59:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$358,119
Liabilities
$4,751
Net assets
$353,368
Revenue
$186,224
Expenses
$242,731
Net income
-$56,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.41$0.01$5.40$3.17$2.73$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$3.24$2.30$0.95
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.12$4.02$3.08$2.15$0.93
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.02$3.09$2.40$2.46$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.06$3.15$2.57$2.96$0.39
2019Detailed filing. Detailed filing data is available for this year.$3.58$0.05$3.53$1.86$2.43$0.57
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$3.04$2.84$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$1.82$1.59$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.69$0.76$0.92
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.05$0.68$0.37