Civic Intelligence

Marion J Carter Trust

990 • Fiscal year 2019 • EIN 02-0264010

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 20, 2020

Organization ProfileN/A
2734 Vareo CourtCape Coral, FL 33991-3257

(641) 990-1969

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

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

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$1,400

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

3.2%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,020,071

Up $6,721 (+0.7%) from 2018

Net Assets

Up

$1,020,071

Up $6,721 (+0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin62nd percentile

Revenue

Up

$47,785

Up $1,485 (+3.2%) from 2018

Expenses

Up

$41,088

Up $1,199 (+3.0%) from 2018

Net Income

Up

$6,697

Up $286 (+4.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$1,020,071
Liabilities$0
Net Assets$1,020,071
Open 2019 Filing

Operations Trend

Revenue Growth52nd 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

2019

Revenue$47,785
Expenses$41,088
Net Income$6,697
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 20, 2020
Return Version
2019v5.0
Gross Receipts
$47,785
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$1,013,350$1,020,071▲ $6,721
Investments Program Related$578,414$578,414→ $0
Land, Buildings, and Equipment, Net$338,734$338,734→ $0
Cash and Non-Interest-Bearing Accounts$44,591$82,716▲ $38,125
Savings and Temporary Cash Investments$51,611$20,207▼ $31,404
Total Assets$1,013,350$1,020,071▲ $6,721
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,013,350$1,020,071▲ $6,721
Total Liabilities and Net Assets / Fund Balance$1,013,350$1,020,071▲ $6,721

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 Pay62nd 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
$47,785
Other Revenue
$0
Change in Net Assets
$6,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,888
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$24,495$0$0$24,495
Current Officers, Directors, Trustees, and Key Employees$0$4,200$0$4,200
Fees for Services Accounting$0$2,345$0$2,345
Other Expenses$648$0$0$648
Office Expenses$0$77$0$77
Total Functional Expenses$34,281$6,807$0$41,088
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
6419901969
Address
2734 Vareo Court, Cape Coral, FL 33991-3257

Signing Officer

Name
James P Howard
Title
Trustee
Phone
6419901969
Signed
2020-04-20
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.”

Raw XML Appendix293 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.
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-20
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ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0020264010
ReturnHeader/Filer/PhoneNum06419901969
ReturnHeader/Filer/USAddress/AddressLine1Txt02734 Vareo Court
ReturnHeader/Filer/USAddress/CityNm0Cape Coral
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/IPDt02020-04-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:33:22
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/ReturnTs02020-04-20T12:34:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,020,071
Liabilities
$0
Net assets
$1,020,071
Revenue
$47,785
Expenses
$41,088
Net income
$6,697
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
Peer Organizations

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