Civic Intelligence

Julien E Marx Foundation Trust

990PF • Fiscal year 2015 • EIN 27-4916745

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

41 W I-65 Service Rd N Ste 190Mobile, AL 36608

(251) 343-4000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$16,762

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$12,634,394

Down $304,767 (-2.4%) from 2014

Net Assets

Down

$12,634,394

Down $304,676 (-2.4%) from 2014

Liabilities

Down

$0

Down $91 (-100%) from 2014

Revenue

Up

$1,019,106

Up $1,252,854 (+536%) from 2014

Expenses

Up

$1,243,760

Up $674,012 (+118%) from 2014

Net Income

Up

-$224,654

Up $578,842 (+72%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$12,634,394
Liabilities$0
Net Assets$12,634,394

Operations Trend

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

2015

Revenue$1,019,106
Expenses$1,243,760
Net Income-$224,654
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL HOLLINGSHEADTrusteePT$16,762-$16,762
WILLIAM T YOUNGBLOODTrusteePT$12,062-$12,062
MICHAEL MCALEERTrusteePT$5,387-$5,387
LINDA MARXTrusteePT$5,312-$5,312
I DAVID CHERNIAKTrusteePT$689-$689
Filing and Contact Details

Filer

Filer Name
Julien E Marx Foundation Trust
EIN
27-4916745
Phone
2513434000
Address
41 W I-65 SERVICE RD N STE 190, MOBILE, AL 36608

Signing Officer

Name
William T Youngblood
Title
Trustee
Phone
2513434000
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mcnorton Ishee & Jones Pc
Address
41 W I65 SERVICE RD N STE 190, MOBILE, AL 36608
Preparer
Jacquelin M Jones
Phone
2513163636
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4SSEI LIQUIDATION LLC
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd416
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0157575
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0505192
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0662767
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01394
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt026491
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027885
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05366
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04021
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040212
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0501500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0501500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt087665
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt087930
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09738
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09738
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-224654
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0493176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0493176
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0903719
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05387
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05471
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0268425
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0273896
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0510558
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0136837
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05414
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt05414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0300764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0300863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0247
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt0353
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0353
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01243760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0513914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01019106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010985
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0694819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0742260
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05707
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05366
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-224654
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt083853
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03831
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012718247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012939070
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012634394
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0534573
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0534573
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt06927324
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt091
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt043928
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt045410
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt043928
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt043928
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0106576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt065098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt066942
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02429499
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0262561
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05265379
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02205000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05077748
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt010000
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01610
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02791078
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06927324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt091
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012939161
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012939070
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012634394
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt012929070
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02820389
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050339
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0162814
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07983551
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0534573
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010691465
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010854279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt216762
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4689
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

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