Civic Intelligence

Marion J Carter Trust

990 • Fiscal year 2011 • EIN 02-0264010

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

Organization ProfileN/A
2030 F Street NW20006
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2011 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2011 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$850,159

Down $9,421 (-1.1%) from 2010

Net Assets

Down

$850,159

Down $9,421 (-1.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$36,780

Up $4,720 (+15%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2011

Assets$850,159
Liabilities$0
Net Assets$850,159
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$36,780
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Gross Receipts
$27,359
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
02-0264010
Raw XML Appendix283 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
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Maintain a Function/Meeting Building Maintain an endowment to maintain a building which is available for nonprofit organizations to use at no charge.
IRS990/AddressPrincipalOfficerUS/AddressLine102030 F STREET NW APT 302
IRS990/AddressPrincipalOfficerUS/City0WASHINGTON
IRS990/AddressPrincipalOfficerUS/State0DC
IRS990/AddressPrincipalOfficerUS/ZIPCode020006
IRS990/AllOtherContributions0100
IRS990/AllOtherExpenses/Fundraising00
IRS990/AllOtherExpenses/ManagementAndGeneral00
IRS990/AllOtherExpenses/ProgramServices0625
IRS990/AllOtherExpenses/Total0625
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY039141
IRS990/CashNonInterestBearing/EOY028394
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Fundraising00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral04200
IRS990/CompCurrentOfficersDirectors/ProgramServices00
IRS990/CompCurrentOfficersDirectors/Total04200
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0true
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear0100
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0MAINTAIN A FUNCTION/MEETING BUILDING FOR USE BY CHARITABLE ORGANIZATIONS WITHOUT CHARGE.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/Expense030466
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Fundraising00
IRS990/FeesForServicesAccounting/ManagementAndGeneral01984
IRS990/FeesForServicesAccounting/ProgramServices00
IRS990/FeesForServicesAccounting/Total01984
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/NamePerson0PAUL R BOUCHER
IRS990/Form990PartVIISectionA/NamePerson1JAMES P HOWARD
IRS990/Form990PartVIISectionA/NamePerson2RICHARD MULLALY
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization01400
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization11400
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization21400
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990PartVIISectionA/Title2Trustee
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other035
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Other035
IRS990/GrossReceipts027359
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear027259
IRS990/InvestmentIncomePriorYear023532
IRS990/InvestmentIncome/TotalRevenueColumn027224
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsProgramRelated/BOY0447599
IRS990/InvestmentsProgramRelated/EOY0447599
IRS990/LandBuildingsEquipmentBasis0338734
IRS990/LandBuildingsEquipmentBasisNet/BOY0338734
IRS990/LandBuildingsEquipmentBasisNet/EOY0338734
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Maintain a Function/Meeting Building
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0JAMES P HOWARD
IRS990/NbrIndependentVotingMembers03
IRS990/NbrVotingGoverningBodyMembers03
IRS990/NbrVotingMembersGoverningBody03
IRS990/NetAssetsOrFundBalancesBOY0859580
IRS990/NetAssetsOrFundBalancesEOY0850159
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome035
IRS990/NetGainOrLossInvestments/TotalRevenueColumn035
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers03
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising00
IRS990/Occupancy/ManagementAndGeneral00
IRS990/Occupancy/ProgramServices021003
IRS990/Occupancy/Total021003
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear027860
IRS990/OtherExpensesCurrentYear032580
IRS990/OtherExpenses/Description0Insurance
IRS990/OtherExpenses/Description1Filing Fees
IRS990/OtherExpenses/Description2Security
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/Fundraising10
IRS990/OtherExpenses/Fundraising20
IRS990/OtherExpenses/ManagementAndGeneral00
IRS990/OtherExpenses/ManagementAndGeneral1130
IRS990/OtherExpenses/ManagementAndGeneral20
IRS990/OtherExpenses/ProgramServices07938
IRS990/OtherExpenses/ProgramServices10
IRS990/OtherExpenses/ProgramServices2900
IRS990/OtherExpenses/Total07938
IRS990/OtherExpenses/Total1130
IRS990/OtherExpenses/Total2900
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0-9421
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0true
IRS990/Revenue027224
IRS990/RevenuesLessExpensesCY0-9421
IRS990/RevenuesLessExpensesPriorYear0-8528
IRS990/SalariesEtcCurrentYear04200
IRS990/SalariesEtcPriorYear04200
IRS990/SavingsAndTempCashInvestments/BOY034106
IRS990/SavingsAndTempCashInvestments/EOY035432
IRS990/ScheduleBRequired0false
IRS990ScheduleD/Buildings/BookValue0212428
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0212428
IRS990ScheduleD/InvestmentsProgramRelated/BookValue0447599
IRS990ScheduleD/InvestmentsProgramRelated/Description0Securities-Wells Fargo Advisors
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0C
IRS990ScheduleD/Land/BookValue035000
IRS990ScheduleD/Land/OtherCostOrOtherBasis035000
IRS990ScheduleD/OtherLandBuildings/BookValue091306
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis091306
IRS990ScheduleD/TotalOfBookValueLandBuildings0338734
IRS990ScheduleD/TotalOfBookValueProgramRelated0447599
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0The Trustees review the 990 at a meeting before filing.
IRS990ScheduleO/GeneralExplanation/Explanation1The Trustees review monitoring and enforement of compliance with the policy at their annual meeting.
IRS990ScheduleO/GeneralExplanation/Explanation2The Trustees compensation must be approved by the Probate Court prior to payment.
IRS990ScheduleO/GeneralExplanation/Explanation3INSURANCE TELEPHONE SECURITY OFFICE EXPENSES FEES
IRS990ScheduleO/GeneralExplanation/Explanation4POSTAGE 35. 35. 0. 0. TELEPHONE 590. 590. 0. 0.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 15
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part IX, Line 24f
IRS990/ScheduleORequired0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0DC
IRS990/StatesWhereCopyOfReturnIsFiled0NH
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102030 F STREET APT 302
IRS990/TheBooksAreInCareOf/AddressUS/City0WASHINGTON
IRS990/TheBooksAreInCareOf/AddressUS/State0DC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode020006
IRS990/TheBooksAreInCareOf/NamePerson0JAMES P HOWARD
IRS990/TheBooksAreInCareOf/TelephoneNumber02025776596
IRS990/TotalAssets/BOY0859580
IRS990/TotalAssetsBOY0859580
IRS990/TotalAssets/EOY0850159
IRS990/TotalAssetsEOY0850159
IRS990/TotalCompGT150K0false
IRS990/TotalContributions0100
IRS990/TotalExpensesCurrentYear036780
IRS990/TotalExpensesPriorYear032060
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral06314
IRS990/TotalFunctionalExpenses/ProgramServices030466
IRS990/TotalFunctionalExpenses/Total036780
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0859580
IRS990/TotalLiabNetAssetsFundBalances/EOY0850159
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0859580
IRS990/TotalNetAssetsFundBalances/EOY0850159
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense030466
IRS990/TotalReportableCompFromOrg04200
IRS990/TotalRevenueCurrentYear027359
IRS990/TotalRevenuePriorYear023532
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome027259
IRS990/TotalRevenue/TotalRevenueColumn027359
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY0859580
IRS990/UnrestrictedNetAssets/EOY0850159
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01961
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0020264010
ReturnHeader/Filer/Name/BusinessNameLine10MARION J CARTER TRUST
ReturnHeader/Filer/NameControl0MARI
ReturnHeader/Filer/Phone02025776596
ReturnHeader/Filer/USAddress/AddressLine102030 F STREET NW
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020006
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-04
ReturnHeader/Officer/Name0JAMES P HOWARD
ReturnHeader/Officer/Phone02025776596
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHARLES F MORGAN CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 111
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LEBANON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode003766
ReturnHeader/Preparer/Name0CHARLES F MORGAN
ReturnHeader/Preparer/Phone06034486200
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-04T09:51:00-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$850,159
Liabilities
$0
Net assets
$850,159
Revenue
-
Expenses
$36,780
Net income
-
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