Marion J Carter Trust (EIN 020264010) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

Amber T McGonis

Phone

6033597642

Tax Period

2024-01-01 to 2024-12-31

Marion J Carter Trust, founded in 1961, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 18% operating margin.

Mission

Maintain a Function/Meeting Building Maintain an endowment to maintain a building which is available for nonprofit organizations to use at no charge.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $70,747

Other Revenue $0

TOTAL REVENUE $70,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,100

Fundraising Expenses $0

Program Expenses $40,677

Other Expenses $49,735

TOTAL EXPENSES $57,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,747	$98,176	-0.3%
Expenses	$57,835	$31,697	+0.8%
Net Income	$12,912	$66,479	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$8,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amber McGonis	Trustee	2.00	Director	$0	$0	$0
Tracy Pelletier	Trustee	1.00	Director	$0	$0	$0
Cody Pelletier	Trustee	1.00	Director	$0	$0	$0
James P Howard	Former Trustee	1.00	Director	$4,050	$0	$4,050
Richard Mullaly	Former Trustee	1.00	Director	$4,050	$0	$4,050

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$70,747	$57,835	$1,314,328	$12,912
2023	$98,176	$31,697	$1,306,694	$66,479
2022	$52,981	$43,952	$1,240,215	$9,029
2021	$51,318	$37,655	$1,231,186	$13,663
2020	$235,495	$38,042	$1,217,523	$197,453
2019	$47,785	$41,088	$1,020,071	$6,697
2018	$46,300	$39,889	$1,013,350	$6,411

Marion J Carter Trust