Civic Intelligence

Julien E Marx Foundation Trust

990PF • Fiscal year 2016 • EIN 27-4916745

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

3662 Dauphin St Ste EMobile, AL 36608

(251) 343-4000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

5th percentile

-107%

Higher net margin than 5% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$31,174

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

16th percentile

-5.4%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$11,946,968

Down $687,426 (-5.4%) from 2015

Net Assets

Down

$11,946,958

Down $687,436 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$624,320

Down $394,786 (-39%) from 2015

Expenses

Up

$1,289,289

Up $45,529 (+3.7%) from 2015

Net Income

Down

-$664,969

Down $440,315 (-196%) from 2015

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

2016

Assets$11,946,968
Liabilities$0
Net Assets$11,946,958

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

2016

Revenue$624,320
Expenses$1,289,289
Net Income-$664,969
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL HOLLINGSHEADTrustee-$31,174-$31,174
MICHAEL MCALEERTrustee-$4,500-$4,500
WILLIAM T YOUNGBLOODTrustee-$3,512-$3,512
LINDA MARXTrustee-$3,375-$3,375
I DAVID CHERNIAKTrustee-$2,187-$2,187
Filing and Contact Details

Filer

Filer Name
Julien E Marx Foundation Trust
EIN
27-4916745
Phone
2513434000
Address
3662 DAUPHIN ST STE E, MOBILE, AL 36608

Signing Officer

Name
William T Youngblood
Title
Trustee
Phone
2513434000
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mcnorton Ishee & Jones Pc
Address
3662 DAUPHIN ST STE E, MOBILE, AL 36608
Preparer
Jacquelin M Jones
Phone
2513163636
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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/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt010010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016229
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0150739
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0405
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0713990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1541700
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2531120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3531120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4531190
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0AZALEA FILM VENTURES I LTD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MOTEK LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2COMBILE REALTY CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3DWC INVESTMENT PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4SSEI LIQUIDATION LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd216
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd316
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd416
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0186990
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010010
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0197000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015057
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030114
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07657
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022373
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt044748
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0251500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0251500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt087791
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt088056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019592
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019592
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-664969
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0578059
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0578059
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01356064
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016229
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016229
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0402292
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0446273
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010035
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0150739
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0170
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0914
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0389715
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0410913
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0405
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0405
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014285
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014285
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0261747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0933213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01289289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0614310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0624320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0933213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01037789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-664969
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt022467
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011969425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012634394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011946958
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0488470
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0488470
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0488470
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0488470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt09592651
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt072631
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt043928
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt072631
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt072631
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034256
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt065098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt070516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt060000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02429499
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0350617
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05265379
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02429499
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02429499
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02374765
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05002818
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04914762
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03905000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0222248
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0222248
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02030525
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02023690
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0966633
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt04555
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt04555
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02791078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02179366
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02179366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012634394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011946968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09592651
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012634394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011946958
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012634394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011946958
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt012629839
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011942403
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09918174
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02574480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt052296
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0148773
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07291398
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0488470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09769401
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09918174
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SPEEGLE HOFFMAN HOLMAN & HOLIFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1JOHNSTONE ADAMS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0351589
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt150703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0P O BOX 11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11 ST LOUIS ST STE 4000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MOBILE

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