Civic Intelligence

Marion J Carter Trust

EIN 02-0264010 • 501(c)4 • Lebanon, NH

Profile

Maintain a Function/Meeting Building Maintain an endowment to maintain a building which is available for nonprofit organizations to use at no charge.

28 Timber LaneLebanon, NH 03766

n/A

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

18%

Higher net margin than 64% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$4,050

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

0.6%

Faster asset growth than 37% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,314,328

Up $7,634 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,314,328

Up $7,634 (+0.6%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin64th percentile

Revenue

Down

$70,747

Down $27,429 (-28%) from 2023

Expenses

Up

$57,835

Up $26,138 (+82%) from 2023

Net Income

Down

$12,912

Down $53,567 (-81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $859,580Liabilities 2010: $0Net Assets 2010: $859,5802010Assets 2011: $850,159Liabilities 2011: $0Net Assets 2011: $850,1592011Assets 2012: $853,713Liabilities 2012: $0Net Assets 2012: $853,7132012Assets 2013: $860,674Liabilities 2013: $0Net Assets 2013: $860,6742013Assets 2014: $1,003,230Liabilities 2014: $0Net Assets 2014: $1,003,2302014Assets 2015: $1,007,431Liabilities 2015: $0Net Assets 2015: $1,007,4312015Assets 2016: $1,015,068Liabilities 2016: $0Net Assets 2016: $1,015,0682016Assets 2017: $1,006,939Liabilities 2017: $0Net Assets 2017: $1,006,9392017Assets 2018: $1,013,350Liabilities 2018: $0Net Assets 2018: $1,013,3502018Assets 2019: $1,020,071Liabilities 2019: $0Net Assets 2019: $1,020,0712019Assets 2020: $1,217,523Liabilities 2020: $0Net Assets 2020: $1,217,5232020Assets 2021: $1,231,186Liabilities 2021: $0Net Assets 2021: $1,231,1862021Assets 2022: $1,240,215Liabilities 2022: $0Net Assets 2022: $1,240,2152022Assets 2023: $1,306,694Liabilities 2023: $0Net Assets 2023: $1,306,6942023Assets 2024: $1,314,328Liabilities 2024: $0Net Assets 2024: $1,314,3282024

Highlighted filing

2024

Assets$1,314,328
Liabilities$0
Net Assets$1,314,328
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $32,0602010Expenses 2011: $36,7802011Expenses 2012: $61,8802012Revenue 2013: $33,290Expenses 2013: $26,329Net Income 2013: $6,9612013Revenue 2014: $186,052Expenses 2014: $43,495Net Income 2014: $142,5572014Revenue 2015: $41,264Expenses 2015: $37,065Net Income 2015: $4,1992015Revenue 2016: $40,733Expenses 2016: $33,096Net Income 2016: $7,6372016Revenue 2017: $25,504Expenses 2017: $33,633Net Income 2017: -$8,1292017Revenue 2018: $46,300Expenses 2018: $39,889Net Income 2018: $6,4112018Revenue 2019: $47,785Expenses 2019: $41,088Net Income 2019: $6,6972019Revenue 2020: $235,495Expenses 2020: $38,042Net Income 2020: $197,4532020Revenue 2021: $51,318Expenses 2021: $37,655Net Income 2021: $13,6632021Revenue 2022: $52,981Expenses 2022: $43,952Net Income 2022: $9,0292022Revenue 2023: $98,176Expenses 2023: $31,697Net Income 2023: $66,4792023Revenue 2024: $70,747Expenses 2024: $57,835Net Income 2024: $12,9122024

Highlighted filing

2024

Revenue$70,747
Expenses$57,835
Net Income$12,912
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,314,328
Liabilities
$0
Net assets
$1,314,328
Revenue
$70,747
Expenses
$57,835
Net income
$12,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.07$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.10$0.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.24$0.04$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.19$0.04$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.03$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$70,747
Mission and Program Overview

Mission

Maintain a Function/Meeting Building Manage an endowment to maintain a building which is available for nonprofit organizations to use at no charge.

Maintain a Function/Meeting Building Maintain an endowment to maintain a building which is available for nonprofit organizations to use at no charge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,306,694$1,314,328▲ $7,634
Investments Program Related$773,532$773,407▼ $125
Land, Buildings, and Equipment, Net$434,910$434,910→ $0
Savings and Temporary Cash Investments$71,839$61,748▼ $10,091
Cash and Non-Interest-Bearing Accounts$26,413$44,263▲ $17,850
Total Assets$1,306,694$1,314,328▲ $7,634
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,306,694$1,314,328▲ $7,634
Total Liabilities and Net Assets / Fund Balance$1,306,694$1,314,328▲ $7,634

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$212,428-$212,428
Leasehold Improvements$96,176-$96,176
Other Land Buildings$91,306-$91,306
Land$35,000-$35,000
Investment Program Related Org$773,407--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
James P HowardFormer Trustee$4,050$4,050
Richard MullalyFormer Trustee$4,050$4,050

Board Members and Trustees

NameTitle
Amber McGonisTrustee
Cody PelletierTrustee
Tracy PelletierTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,747
Other Revenue
$0
Change in Net Assets
$12,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,735
Salaries, Compensation, and Employee Benefits$8,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$27,311$0$0$27,311
Insurance$11,712$0$0$11,712
Current Officers, Directors, Trustees, and Key Employees$0$8,100$0$8,100
Fees for Service Investment Mgmnt Fees$0$4,939$0$4,939
Fees for Services Accounting$0$3,650$0$3,650
Fees for Services Legal$0$115$0$115
Office Expenses$0$79$0$79
Other Expenses$0$30$0$30
Total Functional Expenses$40,677$17,158$0$57,835
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Marion J Carter Trust
EIN
02-0264010
Phone
6033597642
Address
28 Timber Lane, Lebanon, NH 03766

Signing Officer

Name
Amber T McGonis
Title
Trustee
Phone
6033597642
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amber T McGonis
Formed
1961
Legal Domicile
Nh
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Charles F Morgan CPA PC
Address
31 Old Etna Road Suite N-4, Lebanon, NH 03766
Preparer
Charles F Morgan
Phone
6034486200
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Trustees review the 990 at a meeting before filing.”

Pt VI, Line 12C

“The Trustees review monitoring and enforcement of compliance with the policy at their annual meeting.”

Pt VI, Line 15B

“The Trustees compensation must be approved by the Probate Court prior to payment.”

Raw XML Appendix318 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees review the 990 at a meeting before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees review monitoring and enforcement of compliance with the policy at their annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees compensation must be approved by the Probate Court prior to payment.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marion J Carter Trust
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles F Morgan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 Old Etna Road Suite N-4
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles F Morgan
ReturnHeader/ReturnTs02025-09-22T05:27:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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