Civic Intelligence

Jmt Foundation Trust

990PF • Fiscal year 2021 • EIN 46-1610590

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 29, 2022

6305-a Piccadilly Square DriveMobile, AL 36609

(251) 666-4426

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

80th percentile

44%

Higher net margin than 80% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

5.6%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

17%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,395,953

Up $73,532 (+5.6%) from 2020

Net Assets

Up

$1,395,953

Up $73,532 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$165,550

Up $24,373 (+17%) from 2020

Expenses

Up

$91,882

Up $7,803 (+9.3%) from 2020

Net Income

Up

$73,668

Up $16,570 (+29%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $250,000Liabilities 2012: $0Net Assets 2012: $250,0002012Assets 2013: $247,425Liabilities 2013: $0Net Assets 2013: $247,4252013Assets 2014: $343,165Liabilities 2014: $0Net Assets 2014: $343,1652014Assets 2015: $498,935Liabilities 2015: $0Net Assets 2015: $498,9352015Assets 2016: $694,628Liabilities 2016: $0Net Assets 2016: $694,6282016Assets 2017: $1,076,746Liabilities 2017: $0Net Assets 2017: $1,076,7462017Assets 2018: $1,206,744Liabilities 2018: $0Net Assets 2018: $1,206,7442018Assets 2019: $1,289,848Liabilities 2019: $0Net Assets 2019: $1,289,8482019Assets 2020: $1,322,421Liabilities 2020: $0Net Assets 2020: $1,322,4212020Assets 2021: $1,395,953Liabilities 2021: $0Net Assets 2021: $1,395,9532021Assets 2022: $1,441,824Liabilities 2022: $0Net Assets 2022: $1,441,8242022Assets 2023: $1,489,133Liabilities 2023: $0Net Assets 2023: $1,489,1332023Assets 2024: $1,511,386Liabilities 2024: $0Net Assets 2024: $1,511,3862024

Highlighted filing

2021

Assets$1,395,953
Liabilities$0
Net Assets$1,395,953

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $02012Revenue 2013: $11,905Expenses 2013: $14,725Net Income 2013: -$2,8202013Revenue 2014: $108,770Expenses 2014: $13,250Net Income 2014: $95,5202014Revenue 2015: $165,390Expenses 2015: $17,970Net Income 2015: $147,4202015Revenue 2016: $213,568Expenses 2016: $23,532Net Income 2016: $190,0362016Revenue 2017: $421,705Expenses 2017: $61,489Net Income 2017: $360,2162017Revenue 2018: $179,144Expenses 2018: $68,281Net Income 2018: $110,8632018Revenue 2019: $146,664Expenses 2019: $74,945Net Income 2019: $71,7192019Revenue 2020: $141,177Expenses 2020: $84,079Net Income 2020: $57,0982020Revenue 2021: $165,550Expenses 2021: $91,882Net Income 2021: $73,6682021Revenue 2022: $158,400Expenses 2022: $114,522Net Income 2022: $43,8782022Revenue 2023: $166,433Expenses 2023: $118,925Net Income 2023: $47,5082023Revenue 2024: $155,066Expenses 2024: $151,275Net Income 2024: $3,7912024

Highlighted filing

2021

Revenue$165,550
Expenses$91,882
Net Income$73,668
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 29, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE L CLARKTrusteePT$0--
JUSTIN L LACKEYTrusteePT$0--
D SHANE CLARKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Jmt Foundation Trust
EIN
46-1610590
Phone
2516664426
Address
6305-A PICCADILLY SQUARE DRIVE, MOBILE, AL 36609

Signing Officer

Name
Louise L Clark
Title
Trustee
Phone
2516664426
Signed
2022-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Anderson & Wells Pc
Address
6305-A PICCADILLY SQ DRIVE, MOBILE, AL 36609
Preparer
John R Wells
Phone
2514600212
Raw XML Appendix332 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0LIST OF CONTRIBUTIONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING 2021, LOUISE CLARK MADE CONTRIBUTIONS OF $100,300 TO THEDURING 2021, LOUISE CLARK MADE CONTRIBUTIONS OF $100,300 TO THE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUISE L CLARK
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0PROVIDED A GRANT TO RAINBOW OMEGA, INC. IN EASTABOGA, AL TO PROVIDE A SHELTERED COMMUNITY FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ENHANCE THELIVES OF ALABAMIAN'SWITH DISABILITIES AND THEIR FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE FINANCIALASSISTANCE FOR CHURCHPROGRAMS/MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE FINANCIALSUPPORT FOR CHURCHPROGRAMS/MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE FINANCIALSUPPORT FOR TRAININGSTUDENTS IN MINISTRY AND EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROVIDEASSISTANCE TO THOSEWITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MUNFORD CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INDIVIDUAL AND FAMILY SUPPORT OF SOUTH ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ADAIRSVILLE CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HERITAGE CHRISTIAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5RAINBOW OMEGA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0435 TIPTON ST S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11050 GOVERNMENT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2126 SUMMER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35651 ZEIGLER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43625 HELTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 HOPE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUNFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ADAIRSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EASTABOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd435630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd536260
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01525
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0300
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0300
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01825
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01525
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0136
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in accrued interest
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Form 2220 Penalty
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0260
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0260
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0568
TaxesSchedule/TaxesDetail/Amt0568
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. Treasury
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE L CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02516664426
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JMT FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JMTF
ReturnHeader/Filer/EIN0461610590
ReturnHeader/Filer/PhoneNum02516664426
ReturnHeader/Filer/USAddress/AddressLine1Txt06305-A PICCADILLY SQUARE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & WELLS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06305-A PICCADILLY SQ DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036609
ReturnHeader/PreparerPersonGrp/PhoneNum02514600212
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WELLS
ReturnHeader/ReturnTs02022-03-29T13:36:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOUISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLARK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.16$0.15$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.17$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.16$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.17$0.09$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.14$0.08$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.15$0.07$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.18$0.07$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.42$0.06$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.21$0.02$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.17$0.02$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.11$0.01$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00