Civic Intelligence

Johnnie Mathias Scholarship Trust Fund Inc

EIN 38-6831226 • 501(c)3 • Henderson, KY

Profile

The purpose of the organization is to provide post secondary education scholarships to worthy students who achieve academic, social and personal excellence that imitates the legacy and memory of johnny w. Mathias.

PO Box 255Henderson, KY 42419-0255

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$219,308

Up $25,534 (+13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$219,308

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$12,697

Up $4,890 (+63%) from 2023

Expenses

Down

$660

Down $35 (-5.0%) from 2023

Net Income

Up

$12,037

Up $4,925 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2011: $55,607Liabilities 2011: $02011Assets 2012: $71,169Net Assets 2012: $71,1692012Assets 2013: $84,477Liabilities 2013: $0Net Assets 2013: $84,4772013Assets 2014: $104,639Liabilities 2014: $0Net Assets 2014: $104,6392014Assets 2015: $116,711Liabilities 2015: $0Net Assets 2015: $116,7112015Assets 2016: $127,021Liabilities 2016: $0Net Assets 2016: $127,0212016Assets 2017: $137,281Liabilities 2017: $0Net Assets 2017: $137,2812017Assets 2018: $135,842Liabilities 2018: $0Net Assets 2018: $135,8422018Assets 2019: $156,907Liabilities 2019: $0Net Assets 2019: $156,9072019Assets 2020: $167,139Liabilities 2020: $02020Assets 2021: $190,520Liabilities 2021: $02021Assets 2022: $173,870Liabilities 2022: $0Net Assets 2022: $173,8702022Assets 2023: $193,774Liabilities 2023: $02023Assets 2024: $219,308Net Assets 2024: $219,3082024

Highlighted filing

2024

Assets$219,308
Liabilities-
Net Assets$219,308
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$20K$15K$10K$5.0K$0Revenue 2011: $11,274Expenses 2011: $1,895Net Income 2011: $9,3792011Revenue 2012: $13,803Expenses 2012: $1,268Net Income 2012: $12,5352012Revenue 2013: $16,195Expenses 2013: $1,147Net Income 2013: $15,0482013Revenue 2014: $16,166Expenses 2014: $439Net Income 2014: $15,7272014Revenue 2015: $16,755Expenses 2015: $2,148Net Income 2015: $14,6072015Revenue 2016: $10,169Expenses 2016: $2,629Net Income 2016: $7,5402016Revenue 2017: $6,467Expenses 2017: $2,605Net Income 2017: $3,8622017Revenue 2018: $13,098Expenses 2018: $140Net Income 2018: $12,9582018Revenue 2019: $6,806Expenses 2019: $1,490Net Income 2019: $5,3162019Revenue 2020: $4,802Expenses 2020: $510Net Income 2020: $4,2922020Revenue 2021: $9,333Expenses 2021: $540Net Income 2021: $8,7932021Revenue 2022: $8,160Expenses 2022: $1,545Net Income 2022: $6,6152022Revenue 2023: $7,807Expenses 2023: $695Net Income 2023: $7,1122023Revenue 2024: $12,697Expenses 2024: $660Net Income 2024: $12,0372024

Highlighted filing

2024

Revenue$12,697
Expenses$660
Net Income$12,037
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,308
Liabilities
-
Net assets
$219,308
Revenue
$12,697
Expenses
$660
Net income
$12,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.19$0.13$0.01$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$0.08$0.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.02$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$0.09$0.01$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$0.05$0.01$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.01$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.13$0.00$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.06$0.03$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.10$0.03$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.17$0.02$0.15
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.16$0.00$0.16
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.84$0.00$0.84$0.16$0.01$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$0.14$0.01$0.13
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.11$0.02$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 24, 2025
Return Version
2024v5.0
Gross Receipts
$22,982
Mission and Program Overview

Mission

The purpose of the organization is to provide post secondary education scholarships to worthy students who achieve academic, social and personal excellence that imitates the legacy and memory of johnny w. Mathias.

Program Services

DescriptionGrantsExpenses
TO PROVIDE POST SECONDARY EDUCATION SCHOLARSHIPS TO WORTHY STUDENTS WHO ACHIEVE ACADEMIC, SOCIAL AND PERSONAL EXCELLENCE.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET W MATHIASTreasurer-$0--
JOHN L MATHIASPresident-$0--
ROBERT E MITCHELLTrustee-$0--
DONNA J MATHIASSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Johnnie Mathias Scholarship Trust
EIN
38-6831226
Phone
2708275828
Address
PO BOX 255, HENDERSON, KY 42419-0255

Signing Officer

Name
Margaret W Mathias
Title
Treasurer
Phone
2708275828
Signed
2025-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell & Associates Pllc
Address
PO BOX 255, HENDERSON, KY 42419-0255
Preparer
Robert E Mitchell CPA Cva
Phone
2708275828
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses licenses 15 total 15”

Form 990-ez, Part I, Line 20

“Market value adjustment 13,497”

Form 990-ez, Part III

“The purpose of the organization is to provide post secondary education scholarships to worthy students who achieve academic, social and personal excellence that imitates the legacy and memory of johnny w. Mathias.”

Raw XML Appendix124 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT E MITCHELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02708275828
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0812 SECOND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HENDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0424190255
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0193774
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0219308
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010285
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012037
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0645
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0193774
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0219308
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06136
IRS990EZ/GrossReceiptsAmt022982
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06561
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0193774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0219308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0193774
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0219308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGARET W MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN L MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT E MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA J MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013497
IRS990EZ/OtherExpensesTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE POST SECONDARY EDUCATION SCHOLARSHIPS TO WORTHY STUDENTS WHO ACHIEVE ACADEMIC, SOCIAL AND PERSONAL EXCELLENCE THAT IMITATES THE LEGACY AND MEMORY OF JOHNNY W. MATHIAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE POST SECONDARY EDUCATION SCHOLARSHIPS TO WORTHY STUDENTS WHO ACHIEVE ACADEMIC, SOCIAL AND PERSONAL EXCELLENCE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt016421
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0660
IRS990EZ/TotalRevenueAmt012697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03930
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03983
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026114
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/TotalSupportAmt026114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES LICENSES 15 TOTAL 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARKET VALUE ADJUSTMENT 13,497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE POST SECONDARY EDUCATION SCHOLARSHIPS TO WORTHY STUDENTS WHO ACHIEVE ACADEMIC, SOCIAL AND PERSONAL EXCELLENCE THAT IMITATES THE LEGACY AND MEMORY OF JOHNNY W. MATHIAS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET W MATHIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02708275828
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNNIE MATHIAS SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0386831226
ReturnHeader/Filer/PhoneNum02708275828
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 255
ReturnHeader/Filer/USAddress/CityNm0HENDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0424190255
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611364409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0424190255
ReturnHeader/PreparerPersonGrp/PhoneNum02708275828
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E MITCHELL CPA CVA
ReturnHeader/ReturnTs02025-07-16T15:59:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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