Civic Intelligence

Rex and Alice a Martin Foundation Inc.

990PF • Fiscal year 2017 • EIN 35-2117025

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 23, 2017

Organization Profile
1516 Middlebury StreetElkhart, IN 46516-4740

(574) 295-3000

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$50,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

12th percentile

-6.5%

Faster asset growth than 12% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-1.2%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,880,014

Down $616,120 (-6.5%) from 2016

Net Assets

Down

$8,880,014

Down $616,120 (-6.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$1,704,326

Down $19,831 (-1.2%) from 2016

Expenses

Up

$2,330,446

Up $642,705 (+38%) from 2016

Net Income

Down

-$626,120

Down $662,536 (-1819%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$10M$5.0M$0Assets 2012: $9,036,872Liabilities 2012: $0Net Assets 2012: $9,036,8722012Assets 2013: $8,895,094Liabilities 2013: $0Net Assets 2013: $8,895,0942013Assets 2014: $8,845,381Liabilities 2014: $0Net Assets 2014: $8,845,3812014Assets 2015: $9,459,718Liabilities 2015: $0Net Assets 2015: $9,459,7182015Assets 2016: $9,496,134Liabilities 2016: $0Net Assets 2016: $9,496,1342016Assets 2017: $8,880,014Liabilities 2017: $0Net Assets 2017: $8,880,0142017Assets 2018: $8,910,692Liabilities 2018: $0Net Assets 2018: $8,910,6922018Assets 2019: $8,227,534Liabilities 2019: $0Net Assets 2019: $8,227,5342019Assets 2020: $8,360,446Liabilities 2020: $0Net Assets 2020: $8,360,4462020Assets 2021: $8,606,694Liabilities 2021: $0Net Assets 2021: $8,606,6942021Assets 2022: $7,414,621Liabilities 2022: $0Net Assets 2022: $7,414,6212022Assets 2023: $7,554,032Liabilities 2023: $0Net Assets 2023: $7,554,0322023Assets 2024: $7,194,602Liabilities 2024: $0Net Assets 2024: $7,194,6022024Assets 2025: $7,640,013Liabilities 2025: $0Net Assets 2025: $7,640,0132025

Highlighted filing

2017

Assets$8,880,014
Liabilities$0
Net Assets$8,880,014
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2012: $712,8762012Expenses 2013: $829,5732013Revenue 2014: $1,595,746Expenses 2014: $1,645,459Net Income 2014: -$49,7132014Revenue 2015: $1,963,427Expenses 2015: $1,349,090Net Income 2015: $614,3372015Revenue 2016: $1,724,157Expenses 2016: $1,687,741Net Income 2016: $36,4162016Revenue 2017: $1,704,326Expenses 2017: $2,330,446Net Income 2017: -$626,1202017Revenue 2018: $1,269,116Expenses 2018: $1,238,438Net Income 2018: $30,6782018Revenue 2019: $950,617Expenses 2019: $1,617,897Net Income 2019: -$667,2802019Revenue 2020: $1,935,653Expenses 2020: $1,802,741Net Income 2020: $132,9122020Revenue 2021: $3,095,588Expenses 2021: $2,849,340Net Income 2021: $246,2482021Revenue 2022: $789,653Expenses 2022: $1,981,726Net Income 2022: -$1,192,0732022Revenue 2023: $2,153,211Expenses 2023: $2,013,800Net Income 2023: $139,4112023Revenue 2024: $737,217Expenses 2024: $1,096,647Net Income 2024: -$359,4302024Revenue 2025: $1,657,230Expenses 2025: $1,211,819Net Income 2025: $445,4112025

Highlighted filing

2017

Revenue$1,704,326
Expenses$2,330,446
Net Income-$626,120
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE A MARTINPresident & DirectorPT$50,000-$50,000
REX MARTINDirectorPT$50,000-$50,000
ALEXIS MARTINDirectorPT$10,000-$10,000
ASHLEY MARTINDirectorPT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NOTRE DAMECHARITABLEPCNOTRE DAME, IN, US$1,000,000
Paid GrantWELLFIELD BOTANICAL GARDENSCHARITABLEPCELKHART, IN, US$775,000
Paid GrantTHE HOME DEPOT FOUNDATIONCHARITABLEPCATLANTA, GA, US$125,000
Paid GrantACE HARDWARE FOUNDATIONCHARITABLEPCOAK BROOK, IL, US$60,000
Paid GrantTHE SAMARITAN CENTERCHARITABLEPCELKHART, IN, US$50,000
Paid GrantWNIT TELEVISIONCHARITABLEPCSOUTH BEND, IN, US$44,000
Paid GrantPREMIER ARTSCHARITABLEPCELKHART, IN, US$25,000
Paid GrantSALVATION ARMYCHARITABLEPCELKHART, IN, US$15,000
Paid GrantESTALINE VALLEY CHURCHCHARITABLEPCCRAIGSVILLE, VA, US$10,000
Paid GrantI FUNDCHARITABLEPCCHAMPAIGN, IL, US$10,000
Paid GrantCITY OF ELKHART PARKS & RECCHARITABLEPCELKHART, IN, US$5,000
Paid GrantTHE SAMARITAN CENTERCHARITABLEPCELKHART, IN, US$4,835
Filing and Contact Details

Filer

Filer Name
Rex and Alice a Martin Foundation Inc
EIN
35-2117025
Phone
5742953000
Address
1516 MIDDLEBURY STREET, ELKHART, IN 46516-4740

Signing Officer

Name
Alice a Martin
Title
Officer
Phone
5742953000
Signed
2017-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
PO BOX 99, ELKHART, IN 46515-0099
Preparer
Erika Engler
Phone
5745220410
Raw XML AppendixShowing 400 of 615 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CARTER'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PARTNERRE FIN A LLC CD16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GENERAL MOTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TE CONNECTIVITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TE CONNECTIVITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ABBVIE CD16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7QUALCOMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8QUALCOMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9QUALCOMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CITIGROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SPRINT NEXTEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BROADRIDGE FINANCIAL SOLUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BROADRIDGE FINANCIAL SOLUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MASTERCARD CI A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15DOVER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16KRAFT HEINZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17BORGWARNER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0379069
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-626120
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08880014
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09496134
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08880014
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0604281
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0604281
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0604281
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0610398
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06117
IRS990PF/DistributableAmountGrp/TotalTaxAmt06117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt026519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt012402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026519
IRS990PF/FMVAssetsEOYAmt011830243
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02159307
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01051647
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01051647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02066975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02934800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03002833
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05006444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04877689
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07738724
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt015878
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015878
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt037039
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09496134
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08880014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09496134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08880014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011830243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09496134
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08880014
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09496134
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08880014
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0247530
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012393872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0176408
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012217464
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0185908
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0610398
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012207964
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012393872
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HARRIS ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt065173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PORTFOLIO MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0TWO NORTH LASALLE STREET SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALICE A MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1REX MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEXIS MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ASHLEY MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01516 MIDDLEBURY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11516 MIDDLEBURY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21516 MIDDLEBURY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31516 MIDDLEBURY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ELKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ELKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ELKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ELKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0465164740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1465164740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2465164740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3465164740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01138368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01144485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01568489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01248830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01559640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0734155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0638597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.093248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.125672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.093974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.122727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012207964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012480794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013289129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012708211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011316130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010825894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02240275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.466238
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02234158
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02240275
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06117
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02240275
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/IndividualWithBooksNm0ALICE A MARTIN PRESIDENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01516 MIDDLEBURY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ELKHART
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046516
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05742953000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.REXANDALICEAMARTIN.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALICE A MARTIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1REX MARTIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ALEXIS MARTIN

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,880,014
Liabilities
$0
Net assets
$8,880,014
Revenue
$1,704,326
Expenses
$2,330,446
Net income
-$626,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$1.66$1.21$0.45
2024Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.74$1.10$0.36
2023Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$2.15$2.01$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.79$1.98$1.19
2021Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$3.10$2.85$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$1.94$1.80$0.13
2019Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.95$1.62$0.67
2018Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$1.27$1.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$1.70$2.33$0.63
2016Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$1.72$1.69$0.04
2015Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$1.96$1.35$0.61
2014Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$1.60$1.65$0.05
2013Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.83
2012Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.71