Civic Intelligence

Monadnock Trust

990 • Fiscal year 2023 • EIN 04-6066555

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
375 Raymond StreetGardner, MA 01440

(508) 654-3100

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,913,707

Up $27,127 (+1.4%) from 2022

Net Assets

Up

$1,913,707

Up $27,127 (+1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Down

$42,100

Down $23,492 (-36%) from 2022

Expenses

Up

$14,973

Up $8,566 (+134%) from 2022

Net Income

Down

$27,127

Down $32,058 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2023

Assets$1,913,707
Liabilities$0
Net Assets$1,913,707
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

2023

Revenue$42,100
Expenses$14,973
Net Income$27,127
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$169,329
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.

The organization's mission is environmental education and personal growth for youth in the 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$1,827,395$1,886,580▲ $59,185
Land, Buildings, and Equipment, Net$1,440,000$1,440,000→ $0
Investments in Publicly Traded Securities$379,134$372,678▼ $6,456
Cash and Non-Interest-Bearing Accounts$57,581$90,163▲ $32,582
Rtn Earn Endowment Incm Other Fnds$59,185$27,127▼ $32,058
Savings and Temporary Cash Investments$9,865$10,866▲ $1,001
Total Assets$1,886,580$1,913,707▲ $27,127
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,886,580$1,913,707▲ $27,127
Total Liabilities and Net Assets / Fund Balance$1,886,580$1,913,707▲ $27,127

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,440,000-$1,440,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Edward AtterTrustee
Jay DrakeTrustee
Neil EricksonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$57,480
Program Service Revenue
$0
Investment Income
$-1,587
Other Revenue
$-13,793
All Other Contributions
$57,480
Change in Net Assets
$27,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,973
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 Service Investment Mgmnt Fees$3,841--$3,841
Fees for Services Accounting$1,275--$1,275
Fees for Services Other$550--$550
Other Expenses$345--$345
All Other Expenses$282--$282
Total Functional Expenses$14,973$0$0$14,973
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 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, Page 6, Part VI, Line 11B

“The organization provides a copy of form 990 to all trustees for review. The trustees then discuss the form amongst themselves and indicate their approval.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“The trustees discuss compensation of persons who perform services for the organization. There is no ceo, executive director or top management official employed by the organization.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, 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 Erickson
Title
Trustee
Phone
5086543100
Signed
2024-05-07
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Bruce Coffin CPA Inc
Address
PO BOX 60, OAKHAM, MA 01068-0060
Preparer
Bruce E Coffin CPA
Phone
5088823394
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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 ORGANIZATION PROVIDES A COPY OF FORM 990 TO ALL TRUSTEES FOR REVIEW. THE TRUSTEES THEN DISCUSS THE FORM AMONGST THEMSELVES AND INDICATE THEIR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES MEET AND CONSISTENTLY REVIEW AND MONITOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES DISCUSS COMPENSATION OF PERSONS WHO PERFORM SERVICES FOR THE ORGANIZATION. THERE IS NO CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL EMPLOYED BY THE ORGANIZATION.
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.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ENV EDUC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0375 RAYMOND STREET
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001440
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01886580
IRS990/TotalAssetsEOYAmt01913707
IRS990/TotalAssetsGrp/BOYAmt01886580
IRS990/TotalAssetsGrp/EOYAmt01913707
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IRS990/TotalProgramServiceExpensesAmt014973
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042100
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01913707
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0GARDNER
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IRS990/USAddress/ZIPCd001440
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086543100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONADNOCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0046066555
ReturnHeader/Filer/PhoneNum05086543100
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ReturnHeader/Filer/USAddress/CityNm0GARDNER
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ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200476948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUCE COFFIN CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 60
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0010680060
ReturnHeader/PreparerPersonGrp/PhoneNum05088823394
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE E COFFIN CPA
ReturnHeader/ReturnTs02024-05-13T09:19:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NEIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ERICKSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,913,707
Liabilities
$0
Net assets
$1,913,707
Revenue
$42,100
Expenses
$14,973
Net income
$27,127
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