Civic Intelligence

Marion J Carter Trust

990 • Fiscal year 2013 • EIN 02-0264010

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 24, 2014

Organization ProfileN/A
711 16th Avenue Unit 307Lebanon, NH 50112

(641) 990-1969

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.00x

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

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Net Margin

73rd percentile

21%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$1,400

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Asset Growth

46th percentile

0.8%

Faster asset growth than 46% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$860,674

Up $6,961 (+0.8%) from 2012

Net Assets

Up

$860,674

Up $6,961 (+0.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin73rd percentile

Revenue

$33,290

No earlier filing loaded for comparison.

Expenses

Down

$26,329

Down $35,551 (-57%) from 2012

Net Income

$6,961

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2013

Assets$860,674
Liabilities$0
Net Assets$860,674
Open 2013 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

2013

Revenue$33,290
Expenses$26,329
Net Income$6,961
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 24, 2014
Return Version
2013v3.1
Gross Receipts
$33,290
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$853,713$860,674▲ $6,961
Investments Program Related$394,267$394,267→ $0
Land, Buildings, and Equipment, Net$338,734$338,734→ $0
Savings and Temporary Cash Investments$106,360$106,607▲ $247
Cash and Non-Interest-Bearing Accounts$14,352$21,066▲ $6,714
Total Assets$853,713$860,674▲ $6,961
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$853,713$860,674▲ $6,961
Total Liabilities and Net Assets / Fund Balance$853,713$860,674▲ $6,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$212,428-$212,428
Other Land Buildings$91,306-$91,306
Land$35,000-$35,000
Investment Program Related Org$394,267--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleBaseTotal
James P HowardTrustee$1,400$1,400
Paul R BoucherTrustee$1,400$1,400
Richard MullalyTrustee$1,400$1,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,290
Other Revenue
$0
Change in Net Assets
$6,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,129
Salaries, Compensation, and Employee Benefits$4,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$10,354$0$0$10,354
Current Officers, Directors, Trustees, and Key Employees$0$4,200$0$4,200
Fees for Services Accounting$0$2,113$0$2,113
Other Expenses$721$0$0$721
All Other Expenses$675$0$0$675
Total Functional Expenses$19,876$6,453$0$26,329
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
Lobbying 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 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

EIN
02-0264010
Phone
6419901969

Signing Officer

Name
James P Howard
Title
Trustee
Phone
6419901969
Signed
2014-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James P Howard
Formed
1961
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

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 enforement 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.”

Form 990EZ, Part I, Line 16

“Insurance telephone security office expenses fees”

Form 990, Part IX, Line 24F

“Postage 61. 61. 0. 0. Telephone 614. 614. 0. 0.”

Raw XML Appendix278 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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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt033290
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0338734
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0860674
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt010354
IRS990/OccupancyGrp/TotalAmt010354
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Insurance
IRS990/OtherExpensesGrp/Desc1Filing Fees
IRS990/OtherExpensesGrp/Desc2Security
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES P HOWARD
IRS990/ProfessionalFundraisingInd0false
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IRS990/ReconcilationRevenueExpnssAmt06961
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0212428
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees review the 990 at a meeting before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees review monitoring and enforement of compliance with the policy at their annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees compensation must be approved by the Probate Court prior to payment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE TELEPHONE SECURITY OFFICE EXPENSES FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POSTAGE 61. 61. 0. 0. TELEPHONE 614. 614. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24f
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06419901969
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10Marion J Carter Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0020264010
ReturnHeader/Filer/PhoneNum06419901969
ReturnHeader/Filer/USAddress/AddressLine10711 16th Avenue Unit 307
ReturnHeader/Filer/USAddress/City0Grinnell
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Charles F Morgan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lebanon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode003766
ReturnHeader/PreparerPersonGrp/PhoneNum06034486200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES F MORGAN
ReturnHeader/ReturnTs02014-03-24T13:19:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$860,674
Liabilities
$0
Net assets
$860,674
Revenue
$33,290
Expenses
$26,329
Net income
$6,961
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