Civic Intelligence

Marietta Charitable Trust

990 • Fiscal year 2021 • EIN 23-2235684

Jun 01, 2020 to May 31, 2021 • Filed on Sep 08, 2021

Organization ProfileN/A
C/O 743 Kames Hill RdColumbia, PA 17512

(717) 684-8306

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.21x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

2nd percentile

-191%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$597

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

23rd percentile

-2.2%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$542,872

Down $12,473 (-2.2%) from 2020

Net Assets

Down

$541,472

Down $12,473 (-2.3%) from 2020

Liabilities

Flat

$1,400

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin2nd percentile

Revenue

Down

$6,519

Down $1,651 (-20%) from 2020

Expenses

Down

$18,993

Down $690 (-3.5%) from 2020

Net Income

Down

-$12,474

Down $961 (-8.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2012: $649,523Liabilities 2012: $1,400Net Assets 2012: $648,1232012Assets 2013: $649,877Liabilities 2013: $1,400Net Assets 2013: $648,4772013Assets 2014: $634,066Liabilities 2014: $1,400Net Assets 2014: $632,6662014Assets 2015: $614,201Liabilities 2015: $1,400Net Assets 2015: $612,8012015Assets 2016: $593,534Liabilities 2016: $1,400Net Assets 2016: $592,1342016Assets 2017: $582,519Liabilities 2017: $1,400Net Assets 2017: $581,1192017Assets 2018: $570,233Liabilities 2018: $1,400Net Assets 2018: $568,8332018Assets 2019: $566,867Liabilities 2019: $1,400Net Assets 2019: $565,4672019Assets 2020: $555,345Liabilities 2020: $1,400Net Assets 2020: $553,9452020Assets 2021: $542,872Liabilities 2021: $1,400Net Assets 2021: $541,4722021Assets 2022: $529,677Liabilities 2022: $1,400Net Assets 2022: $528,2772022Assets 2023: $515,277Liabilities 2023: $1,400Net Assets 2023: $513,8772023Assets 2024: $516,602Liabilities 2024: $1,400Net Assets 2024: $515,2022024Assets 2025: $520,161Liabilities 2025: $1,400Net Assets 2025: $518,7612025

Highlighted filing

2021

Assets$542,872
Liabilities$1,400
Net Assets$541,472
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$40K$20K$0-$20K-$40KRevenue 2012: $32,101Expenses 2012: $25,068Net Income 2012: $7,0332012Revenue 2013: $22,785Expenses 2013: $22,431Net Income 2013: $3542013Revenue 2014: $7,172Expenses 2014: $22,983Net Income 2014: -$15,8112014Revenue 2015: $6,016Expenses 2015: $25,881Net Income 2015: -$19,8652015Revenue 2016: $5,202Expenses 2016: $25,869Net Income 2016: -$20,6672016Revenue 2017: $3,055Expenses 2017: $14,070Net Income 2017: -$11,0152017Revenue 2018: $5,263Expenses 2018: $17,549Net Income 2018: -$12,2862018Revenue 2019: $11,242Expenses 2019: $14,608Net Income 2019: -$3,3662019Revenue 2020: $8,170Expenses 2020: $19,683Net Income 2020: -$11,5132020Revenue 2021: $6,519Expenses 2021: $18,993Net Income 2021: -$12,4742021Revenue 2022: $2,786Expenses 2022: $15,980Net Income 2022: -$13,1942022Revenue 2023: $1,976Expenses 2023: $16,376Net Income 2023: -$14,4002023Revenue 2024: $17,453Expenses 2024: $16,128Net Income 2024: $1,3252024Revenue 2025: $21,035Expenses 2025: $17,476Net Income 2025: $3,5592025

Highlighted filing

2021

Revenue$6,519
Expenses$18,993
Net Income-$12,474
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 8, 2021
Return Version
2020v4.1
Gross Receipts
$6,519
Mission and Program Overview

Mission

To devote and apply the trust funds exclusively for the use of the general public for any religious, charitable, educational or eleemosynary purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$553,945$541,472▼ $12,473
Savings and Temporary Cash Investments$534,334$483,769▼ $50,565
Other Notes and Loans Receivable, Net$21,011$59,103▲ $38,092
Total Assets$555,345$542,872▼ $12,473
Liabilities
Accounts Payable and Accrued Expenses$1,400$1,400→ $0
Total Liabilities$1,400$1,400→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$553,945$541,472▼ $12,473
Total Liabilities and Net Assets / Fund Balance$555,345$542,872▼ $12,473
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Howard MccartySecretary$597$597
John SpicklerChairman$597$597
Richard SipeTrustee$597$597
William SloadVice Chairman$597$597
James WiseTreasurer$398$398
Cynthia FattaTrustee$398$398
Derek MccartyTrustee$398$398
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,519
Other Revenue
$0
Change in Net Assets
$-12,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,000
Salaries, Compensation, and Employee Benefits$3,582
Other Expenses$1,411
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,000--$14,000
Current Officers, Directors, Trustees, and Key Employees$0$3,582$0$3,582
Fees for Services Accounting$0$1,400$0$1,400
Office Expenses$0$11$0$11
Total Functional Expenses$14,000$4,993$0$18,993
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-AccountantAccountingNo$1,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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
Marietta Charitable Trust
EIN
23-2235684
Phone
7176848306
Address
C/O 743 KAMES HILL RD, COLUMBIA, PA 17512

Signing Officer

Name
James D Wise
Title
Treasurer
Phone
7176848306
Signed
2021-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J D Wise
Formed
1979
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
James Wise Tax & Accounting
Address
743 Kames Hill Rd, Columbia, PA 17512
Preparer
J D Wise
Phone
7176848306
Supplemental Narrative

Additional Explanations

Pt XII, Line 2C

“Each trustee reviews and approves the financials prior to filing the form 990”

Pt VI, Line 11B

“Each trustee reviews and approves the financials prior to filing the form 990”

Pt VI, Line 19

“Documentation can be reviewed upon verbal request on trust's time frame”

Pt VI, Line 12C

“Each trustee must disclose in writting any conflict annually”

Raw XML Appendix322 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/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D WISE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07176848306
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIETTA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0232235684
ReturnHeader/Filer/PhoneNum07176848306
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 743 KAMES HILL RD
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES WISE TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0743 Kames Hill Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017512
ReturnHeader/PreparerPersonGrp/PhoneNum07176848306
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J D WISE
ReturnHeader/ReturnTs02021-10-11T13:27:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WISE
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$542,872
Liabilities
$1,400
Net assets
$541,472
Revenue
$6,519
Expenses
$18,993
Net income
-$12,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.20$0.01$5.19$0.21$0.17$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.01$5.15$0.17$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.01$5.14$0.02$0.16$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.01$5.28$0.03$0.16$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.43$0.01$5.41$0.07$0.19$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.01$5.54$0.08$0.20$0.12
2019Summary only. Only limited summary data is available for this year.$5.67$0.01$5.65$0.11$0.15$0.03
2018Summary only. Only limited summary data is available for this year.$5.70$0.01$5.69$0.05$0.18$0.12
2017Summary only. Only limited summary data is available for this year.$5.83$0.01$5.81$0.03$0.14$0.11
2016Summary only. Only limited summary data is available for this year.$5.94$0.01$5.92$0.05$0.26$0.21
2015Summary only. Only limited summary data is available for this year.$6.14$0.01$6.13$0.06$0.26$0.20
2014Summary only. Only limited summary data is available for this year.$6.34$0.01$6.33$0.07$0.23$0.16
2013Summary only. Only limited summary data is available for this year.$6.50$0.01$6.48$0.23$0.22$0.00
2012Summary only. Only limited summary data is available for this year.$6.50$0.01$6.48$0.32$0.25$0.07