Civic Intelligence

Johnnie Mathias Scholarship Trust Fund Inc.

990EZ • Fiscal year 2014 • EIN 38-6831226

Jan 01, 2014 to Dec 31, 2014 • Filed on May 27, 2015

Organization ProfileN/A
PO Box 255Henderson, KY 42419-0255

(270) 827-5828

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

-0.2%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$104,639

Up $20,162 (+24%) from 2013

Net Assets

Up

$104,639

Up $20,162 (+24%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin99th percentile

Revenue

Down

$16,166

Down $29 (-0.2%) from 2013

Expenses

Down

$439

Down $708 (-62%) from 2013

Net Income

Up

$15,727

Up $679 (+4.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2014

Assets$104,639
Liabilities$0
Net Assets$104,639
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

2014

Revenue$16,166
Expenses$439
Net Income$15,727
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 27, 2015
Return Version
2014v5.0
Gross Receipts
$33,275
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 Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW D MATHIASTrustee-$0--
MARGARET W MATHIASTreasurerPT$0--
JOHN L MATHIASPresidentPT$0--
ROBERT E MITCHELLTrustee-$0--
DONNA J MATHIASSecretaryPT$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
Trustee
Phone
2708275828
Signed
2015-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Mcelroy Mitchell & Associates Llp
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 20

“Cost to market adjustment 4,435”

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 Appendix145 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/BOYAmt084477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08800
IRS990EZ/CostOrOtherBasisExpenseSaleAmt011044
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0439
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084477
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104639
IRS990EZ/FundraisingGrossIncomeAmt08664
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01779
IRS990EZ/GrossReceiptsAmt033275
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02988
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084477
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104639
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084477
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104639
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW D MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGARET W MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN L MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT E MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA J MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04435
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/SaleOfAssetsGrossAmt012823
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06065
IRS990EZ/SpecialEventsNetIncomeLossAmt02599
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0439
IRS990EZ/TotalRevenueAmt016166
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0806
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08151
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72760
IRS990ScheduleA/PublicSupportPY170Pct00.77000
IRS990ScheduleA/PublicSupportTotal170Amt042710
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042710
IRS990ScheduleA/TotalSupportAmt058697
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01599
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt03285
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0344
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt01216
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt01392
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt07836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COST TO MARKET ADJUSTMENT 4,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET W MATHIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02708275828
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-27
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/PreparerFirmGrp/PreparerFirmEIN0611457054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCELROY MITCHELL & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0424190255
ReturnHeader/PreparerPersonGrp/PhoneNum02708275828
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E MITCHELL CPA CVA
ReturnHeader/ReturnTs02015-05-28T17:10:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,639
Liabilities
$0
Net assets
$104,639
Revenue
$16,166
Expenses
$439
Net income
$15,727
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
2014Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits