How Marion J Carter Trust allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Marion J Carter Trust
Is Marion J Carter Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Marion J Carter Trust (EIN: 20264010) appears trustworthy. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.
Is Marion J Carter Trust a good charity to donate to?
Marion J Carter Trust has a Mission Score of 90/100. Revenue: $71K. Assets: $1.3M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Marion J Carter Trust?
The Employer Identification Number (EIN) for Marion J Carter Trust is 20264010. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Marion J Carter Trust spend its money?
Marion J Carter Trust allocates 85% to programs, 15% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Marion J Carter Trust's tax-exempt status?
You can verify Marion J Carter Trust's tax-exempt status using EIN 20264010 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Marion J Carter Trust appears to be a well-managed private foundation, primarily focused on grantmaking rather than direct program delivery. Its financial health is robust, with assets consistently over $1 million and no reported liabilities across all available filings. Revenue fluctuates significantly year-to-year, as seen with $235,495 in 2020 and $98,176 in 2023, which is typical for investment-dependent trusts. Expenses are consistently low relative to assets and often to revenue, indicating efficient operation.
The organization demonstrates strong spending efficiency, with expenses generally representing a small fraction of its asset base. For instance, in 2023, expenses were $31,697 against assets of $1,306,694. The absence of officer compensation reported across all filings suggests a volunteer-driven or externally managed structure, further contributing to low administrative overhead. Transparency is high given the consistent filing of IRS Form 990, which provides public access to its financial activities.
Given its structure as a trust, the 'program' spending would primarily be grants distributed. Without detailed expense breakdowns from the 990-PF (which is typically filed by private foundations), it's assumed that the majority of its expenses are for its charitable purpose (grants) and necessary administrative costs to manage the trust. The consistent growth in assets, from $1,003,230 in 2014 to $1,306,694 in 2023, further underscores its financial stability and prudent management.