Civic Intelligence

Johnnie Mathias Scholarship Trust Fund Inc.

990EZ • Fiscal year 2016 • EIN 38-6831226

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$127,021

Up $10,310 (+8.8%) from 2015

Net Assets

Up

$127,021

Up $10,310 (+8.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$10,169

Down $6,586 (-39%) from 2015

Expenses

Up

$2,629

Up $481 (+22%) from 2015

Net Income

Down

$7,540

Down $7,067 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2016

Assets$127,021
Liabilities$0
Net Assets$127,021
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$10,169
Expenses$2,629
Net Income$7,540
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$10,169
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.$2,000$2,000
Compensation and Service Providers
Top Officer Pay75th 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
2017-05-10
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 8

“J.j.b. Hilliard, w.l. Lyons 1,443 total 1,443”

Form 990-ez, Part I, Line 16

“Expenses other expenses 15 total 15”

Form 990-ez, Part I, Line 20

“Cost to market adjustment 2,770”

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 Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02708275828
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0812 SECOND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HENDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0424190255
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0116711
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IRS990EZ/GrossReceiptsAmt010169
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OtherChangesInNetAssetsAmt02770
IRS990EZ/OtherExpensesTotalAmt015
IRS990EZ/OtherRevenueTotalAmt01443
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01069
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02629
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt010169
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041160
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01583
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012234
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01443
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01443
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65750
IRS990ScheduleA/PublicSupportPY170Pct00.70050
IRS990ScheduleA/PublicSupportTotal170Amt041160
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010310
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041160
IRS990ScheduleA/TotalSupportAmt062603
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt02538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt01599
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt03285
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0344
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt07766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0J.J.B. HILLIARD, W.L. LYONS 1,443 TOTAL 1,443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OTHER EXPENSES 15 TOTAL 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COST TO MARKET ADJUSTMENT 2,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET W MATHIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02708275828
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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
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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/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E MITCHELL CPA CVA
ReturnHeader/ReturnTs02017-05-16T11:39:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,021
Liabilities
$0
Net assets
$127,021
Revenue
$10,169
Expenses
$2,629
Net income
$7,540
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
2016Detailed filing. Detailed filing data is available for this year.$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