Civic Intelligence

Monadnock Trust

990 • Fiscal year 2021 • EIN 04-6066555

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
375 Raymond StreetGardner, MA 01440

(508) 654-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,827,395

Up $10,664 (+0.6%) from 2020

Net Assets

Up

$1,827,395

Up $10,664 (+0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Down

$41,300

Down $350,431 (-89%) from 2020

Expenses

Up

$30,636

Up $15,636 (+104%) from 2020

Net Income

Down

$10,664

Down $366,067 (-97%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,691,000Liabilities 2013: $0Net Assets 2013: $1,691,0002013Assets 2014: $1,691,000Liabilities 2014: $0Net Assets 2014: $1,691,0002014Assets 2015: $1,691,000Liabilities 2015: $0Net Assets 2015: $1,691,0002015Assets 2016: $1,691,000Liabilities 2016: $0Net Assets 2016: $1,691,0002016Assets 2017: $1,691,000Liabilities 2017: $0Net Assets 2017: $1,691,0002017Assets 2018: $1,691,000Liabilities 2018: $0Net Assets 2018: $1,691,0002018Assets 2019: $1,691,000Liabilities 2019: $0Net Assets 2019: $1,691,0002019Assets 2020: $1,816,731Liabilities 2020: $0Net Assets 2020: $1,816,7312020Assets 2021: $1,827,395Liabilities 2021: $0Net Assets 2021: $1,827,3952021Assets 2022: $1,886,580Liabilities 2022: $0Net Assets 2022: $1,886,5802022Assets 2023: $1,913,707Liabilities 2023: $0Net Assets 2023: $1,913,7072023Assets 2024: $1,991,304Liabilities 2024: $0Net Assets 2024: $1,991,3042024

Highlighted filing

2021

Assets$1,827,395
Liabilities$0
Net Assets$1,827,395
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $975Expenses 2018: $975Net Income 2018: $02018Revenue 2019: $1,009Expenses 2019: $1,009Net Income 2019: $02019Revenue 2020: $391,731Expenses 2020: $15,000Net Income 2020: $376,7312020Revenue 2021: $41,300Expenses 2021: $30,636Net Income 2021: $10,6642021Revenue 2022: $65,592Expenses 2022: $6,407Net Income 2022: $59,1852022Revenue 2023: $42,100Expenses 2023: $14,973Net Income 2023: $27,1272023Revenue 2024: $85,636Expenses 2024: $8,039Net Income 2024: $77,5972024

Highlighted filing

2021

Revenue$41,300
Expenses$30,636
Net Income$10,664
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Gross Receipts
$133,886
Mission and Program Overview

Mission

The organizations mission is environmental education and personal growth for youth in area. It makes available to youth real estate and summer camp facilities in Gardner and Ashburnham, Massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,691,000$1,816,731▲ $125,731
Land, Buildings, and Equipment, Net$1,440,000$1,440,000→ $0
Investments in Publicly Traded Securities$367,742$376,624▲ $8,882
Cash and Non-Interest-Bearing Accounts$8,989$10,771▲ $1,782
Rtn Earn Endowment Incm Other Fnds$125,731$10,664▼ $115,067
Total Assets$1,816,731$1,827,395▲ $10,664
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,816,731$1,827,395▲ $10,664
Total Liabilities and Net Assets / Fund Balance$1,816,731$1,827,395▲ $10,664

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,440,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edward J AtterTrustee
Jay DrakeTrustee
Neil EricksonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,054
Program Service Revenue
$0
Investment Income
$14,988
Other Revenue
$21,258
Change in Net Assets
$10,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,636
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$25,077--$25,077
Fees for Service Investment Mgmnt Fees$4,324--$4,324
Fees for Services Accounting$1,200--$1,200
Other Expenses$35--$35
Total Functional Expenses$30,636$0$0$30,636
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
Yes
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization has circulated this Form 990 to all of its Trustees who have then discussed the form amongst themselves and indicated their approval of it.”

Form 990, Part VI, Section B, Line 12C

“The Trustees meet and consistently review and monitor potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15B

“The Trustees discuss compensation of persons who perform services for the organization. There are no officers who are employed by the organization. There are no key employees of the organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the general public upon request. The organizations governing documents are recorded in the Worcester District Registry of Deeds. The organizations Form 990 is also filed with the Massachusetts Attorney General Division of Public Charities.”

Filing and Contact Details

Filer

Filer Name
Monadnock Trust
EIN
04-6066555
Phone
5086543100
Address
375 Raymond Street, Gardner, MA 01440

Signing Officer

Name
Neil C Erickson
Title
Trustee
Phone
5086543100
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil C Erickson
Formed
1929
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4

“The organization is a public charity under 26 USC 501 c 3. The organization made its real estate available to organizations and individuals for educational purposes.”

Form 990, Part X, Line 9

“During calendar year 2020 the organization sold to the Commonwealth of Massachusetts four 4 certain parcels of land that had a book value on the organaizations balance sheet as shown on its 2019 Form 990 of 251,000 which is a part of 1,691,000 shown on the 2019 Form 990, Part X, Column A, Line 10 b. An adjustment of 251,000 is taken on Part XI, Line 9 to reduce the financial statement book value from 251,000 to zero because to the best of the Trustees knowledge the tax basis is zero.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is a public charity under 26 USC 501 c 3. The organization made its real estate available to organizations and individuals for educational purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has circulated this Form 990 to all of its Trustees who have then discussed the form amongst themselves and indicated their approval of it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees meet and consistently review and monitor potential conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trustees discuss compensation of persons who perform services for the organization. There are no officers who are employed by the organization. There are no key employees of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents, conflict of interest policy and financial statements available to the general public upon request. The organizations governing documents are recorded in the Worcester District Registry of Deeds. The organizations Form 990 is also filed with the Massachusetts Attorney General Division of Public Charities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5During calendar year 2020 the organization sold to the Commonwealth of Massachusetts four 4 certain parcels of land that had a book value on the organaizations balance sheet as shown on its 2019 Form 990 of 251,000 which is a part of 1,691,000 shown on the 2019 Form 990, Part X, Column A, Line 10 b. An adjustment of 251,000 is taken on Part XI, Line 9 to reduce the financial statement book value from 251,000 to zero because to the best of the Trustees knowledge the tax basis is zero.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part X, Line 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support environmental education programs
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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ReturnHeader/BusinessOfficerGrp/PhoneNum05086543100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
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ReturnHeader/ReturnTs02022-05-10T11:04:09-00:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02021-01-01

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,827,395
Liabilities
$0
Net assets
$1,827,395
Revenue
$41,300
Expenses
$30,636
Net income
$10,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.09$0.01$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.04$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.07$0.01$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.39$0.02$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.00$0.00