Civic Intelligence

Marion J Carter Trust

990 • Fiscal year 2017 • EIN 02-0264010

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
5243 Agualinda BoulevardCape Coral, FL 33914

(641) 990-1969

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-32%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$1,400

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-0.8%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$1,006,939

Down $8,129 (-0.8%) from 2016

Net Assets

Down

$1,006,939

Down $8,129 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin8th percentile

Revenue

Down

$25,504

Down $15,229 (-37%) from 2016

Expenses

Up

$33,633

Up $537 (+1.6%) from 2016

Net Income

Down

-$8,129

Down $15,766 (-206%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2017

Assets$1,006,939
Liabilities$0
Net Assets$1,006,939
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

2017

Revenue$25,504
Expenses$33,633
Net Income-$8,129
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$88,066
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$1,015,068$1,006,939▼ $8,129
Investments Program Related$545,977$578,414▲ $32,437
Land, Buildings, and Equipment, Net$338,734$338,734→ $0
Savings and Temporary Cash Investments$105,535$51,308▼ $54,227
Cash and Non-Interest-Bearing Accounts$24,822$38,483▲ $13,661
Total Assets$1,015,068$1,006,939▼ $8,129
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,015,068$1,006,939▼ $8,129
Total Liabilities and Net Assets / Fund Balance$1,015,068$1,006,939▼ $8,129

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$578,414--
Compensation and Service Providers
Top Officer Pay61st 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
$25,504
Other Revenue
$0
Change in Net Assets
$-8,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,433
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$17,431$0$0$17,431
Current Officers, Directors, Trustees, and Key Employees$0$4,200$0$4,200
Fees for Services Accounting$0$2,235$0$2,235
All Other Expenses$650$0$0$650
Other Expenses$595$0$0$595
Office Expenses$0$32$0$32
Total Functional Expenses$27,006$6,627$0$33,633
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

Filer Name
Marion J Carter Trust
EIN
02-0264010
Phone
6419901969
Address
5243 Agualinda Boulevard, Cape Coral, FL 33914

Signing Officer

Name
James P Howard
Title
Trustee
Phone
6419901969
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James P Howard
Formed
1961
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
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.”

Form 990EZ, Part I, Line 16

“Insurance”

Form 990EZ, Part I, Line 16

“Telephone”

Form 990EZ, Part I, Line 16

“Security”

Form 990EZ, Part I, Line 16

“Office Expenses”

Form 990EZ, Part I, Line 16

“Fees”

Form 990, Part IX, Line 24E

“Telephone 650. 650. 0. 0.”

Raw XML Appendix301 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01961
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IRS990/GainOrLossGrp/SecuritiesAmt0-17438
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045124
IRS990/GrossReceiptsAmt088066
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042942
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0545977
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0578414
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0338734
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IRS990/LandBldgEquipCostOrOtherBssAmt0338734
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062562
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Maintain a Function/Meeting Building
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01015068
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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-17438
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17438
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt017431
IRS990/OccupancyGrp/TotalAmt017431
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IRS990/OfficeExpensesGrp/ProgramServicesAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Insurance
IRS990/OtherExpensesGrp/Desc1Filing Fees
IRS990/OtherExpensesGrp/Desc2Security
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IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt08330
IRS990/OtherExpensesGrp/ProgramServicesAmt10
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IRS990/OtherExpensesGrp/TotalAmt08330
IRS990/OtherExpensesGrp/TotalAmt1160
IRS990/OtherExpensesGrp/TotalAmt2595
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES P HOWARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040733
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Securities-Wells Fargo Advisors
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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Security
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Telephone 650. 650. 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 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025504
IRS990/TotalVolunteersCnt00
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IRS990/USAddress/CityNm0Cape Coral
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033914
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06419901969
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marion J Carter Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0020264010
ReturnHeader/Filer/PhoneNum06419901969
ReturnHeader/Filer/USAddress/AddressLine1Txt05243 Agualinda Boulevard
ReturnHeader/Filer/USAddress/CityNm0Cape Coral
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033914
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.69.94.85
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:33:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles F Morgan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 Old Etna Road Suite N-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lebanon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003766
ReturnHeader/PreparerPersonGrp/PhoneNum06034486200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES F MORGAN
ReturnHeader/ReturnTs02018-05-08T05:34:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,006,939
Liabilities
$0
Net assets
$1,006,939
Revenue
$25,504
Expenses
$33,633
Net income
-$8,129
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