Civic Intelligence

Julien E Marx Foundation Trust

EIN 27-4916745 • Mobile, AL

Pub. 78 Eligible
P O Box 8242Mobile, AL 36689
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.15x

Higher debt load relative to assets than 63% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

2.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

72%

Faster revenue growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$9,961,994

Up $1,314,434 (+15%) from 2021

Liabilities

Up

$1,541,554

Up $1,474,278 (+2191%) from 2021

Net Assets

Down

$8,420,440

Down $159,844 (-1.9%) from 2021

Operations
Liabilities / Revenue93rd percentileNet Margin13th percentile

Revenue

Up

$587,771

Up $246,906 (+72%) from 2021

Expenses

Down

$738,813

Down $816,555 (-52%) from 2021

Net Income

Up

-$151,042

Up $1,063,461 (+88%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2013: $13,769,650Liabilities 2013: $0Net Assets 2013: $13,769,6502013Assets 2014: $12,939,161Liabilities 2014: $91Net Assets 2014: $12,939,0702014Assets 2015: $12,634,394Liabilities 2015: $0Net Assets 2015: $12,634,3942015Assets 2016: $11,946,968Liabilities 2016: $0Net Assets 2016: $11,946,9582016Assets 2018: $10,938,766Liabilities 2018: $0Net Assets 2018: $10,938,7662018Assets 2019: $10,195,185Liabilities 2019: $0Net Assets 2019: $10,195,1852019Assets 2020: $9,901,760Liabilities 2020: $0Net Assets 2020: $9,901,7602020Assets 2021: $8,647,560Liabilities 2021: $67,276Net Assets 2021: $8,580,2842021Assets 2022: $9,961,994Liabilities 2022: $1,541,554Net Assets 2022: $8,420,4402022

Highlighted filing

2022

Assets$9,961,994
Liabilities$1,541,554
Net Assets$8,420,440
Open 2022 Filing

Operations Trend

Revenue Growth84th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $13,499,407Expenses 2013: $1,430,563Net Income 2013: $12,068,8442013Revenue 2014: -$233,748Expenses 2014: $569,748Net Income 2014: -$803,4962014Revenue 2015: $1,019,106Expenses 2015: $1,243,760Net Income 2015: -$224,6542015Revenue 2016: $624,320Expenses 2016: $1,289,289Net Income 2016: -$664,9692016Revenue 2018: $743,478Expenses 2018: $984,237Net Income 2018: -$240,7592018Revenue 2019: $633,535Expenses 2019: $1,347,304Net Income 2019: -$713,7692019Revenue 2020: $739,111Expenses 2020: $998,361Net Income 2020: -$259,2502020Revenue 2021: $340,865Expenses 2021: $1,555,368Net Income 2021: -$1,214,5032021Revenue 2022: $587,771Expenses 2022: $738,813Net Income 2022: -$151,0422022

Highlighted filing

2022

Revenue$587,771
Expenses$738,813
Net Income-$151,042
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,961,994
Liabilities
$1,541,554
Net assets
$8,420,440
Revenue
$587,771
Expenses
$738,813
Net income
-$151,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$9.96$1.54$8.42$0.59$0.74$0.15
2021Detailed filing. Detailed filing data is available for this year.$8.65$0.07$8.58$0.34$1.56$1.21
2020Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.74$1.00$0.26
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.63$1.35$0.71
2018Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.74$0.98$0.24
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.62$1.29$0.66
2015Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.02$1.24$0.22
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.23$0.57$0.80
2013Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$13.5$1.43$12.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T YOUNGBLOOD WILLIAM T YOUNTrustee-$0--
MICHAEL MCALEERTrustee-$0--
I DAVID CHERNIAKTrustee-$0--
SCOTT BROWNINGTrustee-$0--
BOBBY FROSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Julien E Marx Foundation Trust
EIN
27-4916745
Phone
2513434000
Address
P O BOX 8242, MOBILE, AL 36689

Signing Officer

Name
William T Youngblood
Title
President
Phone
2513434000
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The Kba Group Pc
Address
720 EXECUTIVE PARK DRIVE, MOBILE, AL 36606
Preparer
Jacquelin Jones
Phone
2514760314
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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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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012529
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt031324
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012702
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026308
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039463
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt065771
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt063300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt063300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt080599
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt080599
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012437
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012437
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-151042
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0551939
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0551939
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0128218
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt048680
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0693
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0693
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt048680
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03647
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt014589
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt036474
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012702
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt083017
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03649
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0341855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0361181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt045668
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0106686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0587222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0738813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0577771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0587771
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0587222
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0675513
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt329814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt011131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-8623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-8623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt411099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt051410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STIFEL #4057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STIFEL #3339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2STIFEL #4057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STIFEL #7476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012702
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-151042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08429242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08580284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08420440
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0400380
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0400380
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0400380
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0400380
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt07928154
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt085254
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt074975
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt085254
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt085254
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt046233
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02067
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04882
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01456745
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0679936
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05750529
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01456745
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01456745
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01855200
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03677656
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05070593
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03164650
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt08580284
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt08420440
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0267233
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0206402
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0206402
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01747339
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01715969
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt067276
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01541554
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01362114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01409699
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01409699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08647560
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09961994
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07928154
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt067276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01541554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08647560
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09961994
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08580284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08420440
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08129539

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