Civic Intelligence

Joseph Martin Educational Trust

EIN 26-1454478 • 501(c)3 • Green Bay, WI

PO Box 11387Green Bay, WI 54307
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

5th percentile

-338%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-5.4%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$98,607

Down $5,660 (-5.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$98,607

Down $5,660 (-5.4%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$2,963

Down $2,248 (-43%) from 2024

Expenses

Up

$12,986

Up $4,546 (+54%) from 2024

Net Income

Down

-$10,023

Down $6,794 (-210%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $127,205Liabilities 2011: $0Net Assets 2011: $127,2052011Assets 2012: $115,475Liabilities 2012: $0Net Assets 2012: $115,4752012Assets 2013: $121,070Liabilities 2013: $0Net Assets 2013: $121,0702013Assets 2014: $125,392Liabilities 2014: $0Net Assets 2014: $125,3922014Assets 2015: $120,237Liabilities 2015: $0Net Assets 2015: $120,2372015Assets 2016: $115,166Liabilities 2016: $0Net Assets 2016: $115,1662016Assets 2017: $118,614Liabilities 2017: $0Net Assets 2017: $118,6142017Assets 2018: $121,429Liabilities 2018: $0Net Assets 2018: $121,4292018Assets 2019: $125,463Liabilities 2019: $0Net Assets 2019: $125,4632019Assets 2020: $126,145Liabilities 2020: $0Net Assets 2020: $126,1452020Assets 2021: $124,502Liabilities 2021: $0Net Assets 2021: $124,5022021Assets 2022: $105,662Liabilities 2022: $0Net Assets 2022: $105,6622022Assets 2023: $101,892Liabilities 2023: $0Net Assets 2023: $101,8922023Assets 2024: $104,267Liabilities 2024: $0Net Assets 2024: $104,2672024Assets 2025: $98,607Liabilities 2025: $0Net Assets 2025: $98,6072025

Highlighted filing

2025

Assets$98,607
Liabilities$0
Net Assets$98,607
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $6,212Expenses 2011: $2,995Net Income 2011: $3,2172011Revenue 2012: $9,863Expenses 2012: $15,053Net Income 2012: -$5,1902012Expenses 2013: $5,9842013Revenue 2014: $12,641Expenses 2014: $7,325Net Income 2014: $5,3162014Revenue 2015: $9,403Expenses 2015: $7,466Net Income 2015: $1,9372015Revenue 2016: $5,868Expenses 2016: $7,364Net Income 2016: -$1,4962016Revenue 2017: $3,537Expenses 2017: $7,160Net Income 2017: -$3,6232017Revenue 2018: $6,320Expenses 2018: $6,037Net Income 2018: $2832018Revenue 2019: $4,900Expenses 2019: $1,439Net Income 2019: $3,4612019Revenue 2020: $7,126Expenses 2020: $4,734Net Income 2020: $2,3922020Revenue 2021: $17,543Expenses 2021: $24,593Net Income 2021: -$7,0502021Revenue 2022: $4,592Expenses 2022: $9,478Net Income 2022: -$4,8862022Revenue 2023: $2,012Expenses 2023: $9,326Net Income 2023: -$7,3142023Revenue 2024: $5,211Expenses 2024: $8,440Net Income 2024: -$3,2292024Revenue 2025: $2,963Expenses 2025: $12,986Net Income 2025: -$10,0232025

Highlighted filing

2025

Revenue$2,963
Expenses$12,986
Net Income-$10,023
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,607
Liabilities
$0
Net assets
$98,607
Revenue
$2,963
Expenses
$12,986
Net income
-$10,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.13$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.18$0.25$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.01$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.13$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.10$0.15$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.06$0.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD MARTINPresident/Vice President/Secretary-$0--
ELLEN THYSSENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Martin Educational Trust
EIN
26-1454478
Phone
9204903111
Address
PO BOX 11387, GREEN BAY, WI 54307

Signing Officer

Name
Edward Martin
Title
President
Phone
9204903111
Signed
2025-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1175 LOMBARDI AVENUE SUITE 200, GREEN BAY, WI 54304
Preparer
Kari J Theis
Phone
9204367800
Raw XML Appendix314 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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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWARD MARTIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 11387
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREEN BAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054307
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09204903111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWARD MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IGNITING FAITH IN CATHOLIC YOUTH AND FORMING LEADERS FOR THE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT TABOR CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0522 SECOND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MENASHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054952
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05082
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01953
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05270
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05270
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012305
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05270
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05270
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01953
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04363
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0625
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09204903111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH MARTIN EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0261454478
ReturnHeader/Filer/PhoneNum09204903111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11387
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054307
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 LOMBARDI AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054304
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARI J THEIS
ReturnHeader/ReturnTs02025-12-10T15:57:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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