Marion G Marland Trust Ua 83 Fbo

Marion G Marland Trust consistently disburses more than annual revenue, maintaining a stable asset base.

EIN: 16006945 · Portland, ME · Updated: 2026-03-28

$2.0MRevenue
$4.0MAssets
70/100Mission Score (Good)
Marion G Marland Trust Ua 83 Fbo Financial Summary
MetricValue
Total Revenue$2.0M
Total Expenses$356K
Program Spending80%
Net Assets$3.8M
Transparency Score70/100

Is Marion G Marland Trust Ua 83 Fbo Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Marion G Marland Trust Ua 83 Fbo directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Marion G Marland Trust Ua 83 Fbo

Marion G Marland Trust Ua 83 Fbo (EIN: 16006945) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $2.0M and total assets of $4.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marion G Marland Trust Ua 83 Fbo's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

56Years Operating
Mid-SizeSize Classification
11Years of Filings
MixedRevenue Trajectory

Marion G Marland Trust Ua 83 Fbo is a mid-size nonprofit that has been operating for 56 years, with 11 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -0.6%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$199K
Total Expenses$356K
Surplus / Deficit$-156,432
Total Assets$3.8M
Total Liabilities$1
Net Assets$3.8M
Operating Margin-78.6%
Debt-to-Asset Ratio0.0%
Months of Reserves129.0 months

Financial Health Grade: B

In 2024, Marion G Marland Trust Ua 83 Fbo reported a deficit of $156K with expenses exceeding revenue, holds 129.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 11 years of filings (2012–2024), Marion G Marland Trust Ua 83 Fbo's revenue has declined at a compound annual growth rate (CAGR) of -0.6%.

YearRevenue ChangeExpense ChangeAsset Change
2024-75.3%+6.0%-3.7%
2023+235.3%+4.6%+13.5%
2022+22.5%+12.1%-2.3%
2021+17.4%+5.8%-2.4%
2020-32.6%+4.1%-2.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1970

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Marion G Marland Trust Ua 83 Fbo appears to be a private foundation or trust, as indicated by its consistent revenue and expense patterns, and the absence of officer compensation. Its financial health is stable, with assets consistently around $3.5 million to $4 million over the past decade, and minimal liabilities. The trust consistently spends more than its annual revenue, drawing down on its asset base, which is typical for a trust distributing funds. For example, in 202408, revenue was $199,086 while expenses were $355,518. This pattern suggests a focus on distributing funds rather than accumulating them. Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative costs, which is not provided in the summary data. However, the lack of officer compensation is a positive indicator of low overhead in that specific area. Transparency is moderate; while the IRS 990 filings are public, the NTEE code is unknown, which limits understanding of its specific mission and program areas. Further detail from the full 990 forms would be needed to fully evaluate program effectiveness and administrative efficiency. Overall, the trust maintains a healthy asset base and consistently disburses funds. The primary area for improved transparency would be a clearer articulation of its programmatic activities and a detailed breakdown of its expenses.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Marion G Marland Trust Ua 83 Fbo with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Marion G Marland Trust Ua 83 Fbo allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$199KTotal Revenue
$356KTotal Expenses
$3.8MTotal Assets
$1Total Liabilities
$3.8MNet Assets
  • The organization reported a deficit of $156K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the trust, which is a strong positive for minimizing administrative overhead.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Marion G Marland Trust Ua 83 Fbo's IRS 990 filings:

  • Unknown NTEE code limits understanding of mission
  • Consistent spending exceeding revenue without clear explanation of long-term asset management strategy

Strengths

The following positive indicators were identified for Marion G Marland Trust Ua 83 Fbo:

  • Zero officer compensation, indicating low administrative overhead in this area
  • Stable asset base over a decade (around $3.5M - $4M)
  • Minimal liabilities reported across all filings ($0 or $1)
  • Consistent distribution of funds, indicating active philanthropic activity

Frequently Asked Questions about Marion G Marland Trust Ua 83 Fbo

Is Marion G Marland Trust Ua 83 Fbo a legitimate charity?

Marion G Marland Trust Ua 83 Fbo (EIN: 16006945) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 70/100. It has 11 years of IRS 990 filings on record. Total revenue: $2.0M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Marion G Marland Trust Ua 83 Fbo spend its money?

Marion G Marland Trust Ua 83 Fbo directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Marion G Marland Trust Ua 83 Fbo tax-deductible?

Marion G Marland Trust Ua 83 Fbo is registered as a tax-exempt nonprofit (EIN: 16006945). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Marion G Marland Trust Ua 83 Fbo located?

Marion G Marland Trust Ua 83 Fbo is headquartered in Portland, Maine and files with the IRS under EIN 16006945.

How many years of IRS 990 filings does Marion G Marland Trust Ua 83 Fbo have?

Marion G Marland Trust Ua 83 Fbo has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.0M in total revenue.

What specific programs or beneficiaries does the Marion G Marland Trust support?

Based on the provided data, the specific programs or beneficiaries are not detailed. The NTEE code is unknown, and the summary financial data does not elaborate on the nature of its distributions. A review of the full IRS 990 forms would be necessary to identify its programmatic focus.

How does the trust manage its investment assets to generate revenue?

The provided data shows fluctuating revenue, ranging from $95,755 (201608) to $806,624 (202308), suggesting reliance on investment income. However, the specific investment strategies or portfolio performance are not detailed in this summary. The consistent asset base around $3.5M-$4M indicates a managed portfolio.

What is the long-term strategy for the trust given it consistently spends more than its revenue?

The consistent pattern of expenses exceeding revenue (e.g., $355,518 expenses vs. $199,086 revenue in 202408) suggests the trust is designed to distribute its principal over time, or that its revenue is highly variable and it draws from its corpus during lower-income years. This is a common strategy for private trusts and foundations.

Filing History

IRS 990 filing history for Marion G Marland Trust Ua 83 Fbo showing financial trends over 11 years of public records:

Over 11 years of IRS 990 filings (2012–2024), Marion G Marland Trust Ua 83 Fbo's revenue has declined by 6.9%, moving from $214K to $199K. Total assets increased by 4.8% over the same period, from $3.6M to $3.8M. Total functional expenses rose by 116.7%, from $164K to $356K. In its most recent filing year (2024), Marion G Marland Trust Ua 83 Fbo reported a deficit of $156K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $199K $356K $3.8M $1
2023 $807K $336K $4.0M $1 View 990
2022 $241K $321K $3.5M $1 View 990
2021 $196K $286K $3.6M $1
2020 $167K $270K $3.7M $1
2019 $248K $260K $3.8M $0 View 990
2016 $96K $259K $3.8M $0 View 990
2015 $619K $234K $3.9M $0 View 990
2014 $166K $220K $3.6M $0 View 990
2013 $183K $214K $3.6M $0 View 990
2012 $214K $164K $3.6M $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $199K, expenses of $356K, and assets of $3.8M (revenue -75.3% year-over-year).
  • 2023: Revenue of $807K, expenses of $336K, and assets of $4.0M (revenue +235.3% year-over-year).
  • 2022: Revenue of $241K, expenses of $321K, and assets of $3.5M (revenue +22.5% year-over-year).
  • 2021: Revenue of $196K, expenses of $286K, and assets of $3.6M (revenue +17.4% year-over-year).
  • 2020: Revenue of $167K, expenses of $270K, and assets of $3.7M (revenue -32.6% year-over-year).
  • 2019: Revenue of $248K, expenses of $260K, and assets of $3.8M (revenue +159.0% year-over-year).
  • 2016: Revenue of $96K, expenses of $259K, and assets of $3.8M (revenue -84.5% year-over-year).
  • 2015: Revenue of $619K, expenses of $234K, and assets of $3.9M (revenue +273.7% year-over-year).
  • 2014: Revenue of $166K, expenses of $220K, and assets of $3.6M (revenue -9.3% year-over-year).
  • 2013: Revenue of $183K, expenses of $214K, and assets of $3.6M (revenue -14.5% year-over-year).
  • 2012: Revenue of $214K, expenses of $164K, and assets of $3.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Marion G Marland Trust Ua 83 Fbo:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Marion G Marland Trust Ua 83 Fbo is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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