Civic Intelligence

Joseph Martin Educational Trust

990PF • Fiscal year 2020 • EIN 26-1454478

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 04, 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$126,145

Up $682 (+0.5%) from 2019

Net Assets

Up

$126,145

Up $682 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$7,126

Up $2,226 (+45%) from 2019

Expenses

Up

$4,734

Up $3,295 (+229%) from 2019

Net Income

Down

$2,392

Down $1,069 (-31%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$126,145
Liabilities$0
Net Assets$126,145

Operations Trend

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

2020

Revenue$7,126
Expenses$4,734
Net Income$2,392
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 4, 2020
Return Version
2019v5.1
Compensation and Service Providers

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
2020-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 23819, GREEN BAY, WI 54305
Preparer
Kenneth R Zacharias
Phone
9204367800
Raw XML Appendix380 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd154307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd254307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd354307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.034372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.033312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0121289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0118448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0120346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0114661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0114500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0123486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.171859
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt05726
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt05726
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05851
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05726
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05980
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05851
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01710
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED APPRECIATION/DEPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01381
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01381
TaxesSchedule/TaxesDetail/Amt01789
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09204903111
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D063AF56726070F07DC3634AC807873727F72B78
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:50:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 23819
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054305
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH R ZACHARIAS
ReturnHeader/ReturnTs02020-12-14T15:07:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits