Civic Intelligence

Joseph Martin Educational Trust

990PF • Fiscal year 2015 • EIN 26-1454478

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 23, 2015

Organization Profile
PO Box 11387Green Bay, WI 54307

(920) 490-3111

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-4.1%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$120,237

Down $5,155 (-4.1%) from 2014

Net Assets

Down

$120,237

Down $5,155 (-4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin77th percentile

Revenue

Down

$9,403

Down $3,238 (-26%) from 2014

Expenses

Up

$7,466

Up $141 (+1.9%) from 2014

Net Income

Down

$1,937

Down $3,379 (-64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2015

Assets$120,237
Liabilities$0
Net Assets$120,237
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$9,403
Expenses$7,466
Net Income$1,937
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD MARTINPresident-$0--
FATHER DANE RADECKIVice President-$0--
JIM JOANNESSecretary-$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
2015-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Schenck Sc
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
Kenneth R Zacharias
Phone
9204367800
Raw XML Appendix352 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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.033979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0123486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0126359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0121487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.075306
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05508
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05583
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt075
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05583
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/GrantOrContributionPdDurYrGrp/Amt05105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NOTRE DAME ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0610 MARYHILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREEN BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0543031092
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05105
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/AppliedToCurrentYearAmt02873
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02710
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05583
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03226
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02710
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07092
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED APPRECIATION/DEPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01405
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01405
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09204903111
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-23
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/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 23819
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0543053819
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH R ZACHARIAS
ReturnHeader/ReturnTs02015-12-11T11:54:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,237
Liabilities
$0
Net assets
$120,237
Revenue
$9,403
Expenses
$7,466
Net income
$1,937
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