Civic Intelligence

Marion Senior Services Inc

EIN 23-7362750 • 501(c)3 • Ocala, FL

Profile

To assist the elderly, disabled and disadvantaged residents of marion county to maintain independent living status.

1101 SW 20th CourtOcala, FL 34471

www.marionseniorservices.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.14x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.13x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

60th percentile

9.1%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$153,003

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,318,272

Up $1,825,701 (+24%) from 2023

Liabilities

Up

$1,349,385

Up $837,404 (+164%) from 2023

Net Assets

Up

$7,968,887

Up $988,297 (+14%) from 2023

Revenue

Up

$10,036,902

Up $472,581 (+4.9%) from 2023

Expenses

Down

$9,128,268

Down $337,098 (-3.6%) from 2023

Net Income

Up

$908,634

Up $809,679 (+818%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $4,219,348Liabilities 2011: $416,678Net Assets 2011: $3,802,6702011Assets 2012: $4,375,990Liabilities 2012: $620,609Net Assets 2012: $3,755,3812012Assets 2013: $4,478,540Liabilities 2013: $628,486Net Assets 2013: $3,850,0542013Assets 2014: $4,886,222Liabilities 2014: $559,838Net Assets 2014: $4,326,3842014Assets 2015: $6,259,000Liabilities 2015: $537,126Net Assets 2015: $5,721,8742015Assets 2016: $6,395,577Liabilities 2016: $432,919Net Assets 2016: $5,962,6582016Assets 2017: $6,485,646Liabilities 2017: $460,071Net Assets 2017: $6,025,5752017Assets 2018: $6,487,995Liabilities 2018: $411,504Net Assets 2018: $6,076,4912018Assets 2019: $6,759,358Liabilities 2019: $388,696Net Assets 2019: $6,370,6622019Assets 2020: $7,698,103Liabilities 2020: $657,156Net Assets 2020: $7,040,9472020Assets 2021: $7,181,619Liabilities 2021: $416,282Net Assets 2021: $6,765,3372021Assets 2022: $7,073,424Liabilities 2022: $637,875Net Assets 2022: $6,435,5492022Assets 2023: $7,492,571Liabilities 2023: $511,981Net Assets 2023: $6,980,5902023Assets 2024: $9,318,272Liabilities 2024: $1,349,385Net Assets 2024: $7,968,8872024

Highlighted filing

2024

Assets$9,318,272
Liabilities$1,349,385
Net Assets$7,968,887

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,295,3972011Expenses 2012: $7,034,3152012Revenue 2013: $7,182,682Expenses 2013: $7,088,009Net Income 2013: $94,6732013Revenue 2014: $6,853,538Expenses 2014: $6,377,208Net Income 2014: $476,3302014Revenue 2015: $7,175,017Expenses 2015: $5,779,527Net Income 2015: $1,395,4902015Revenue 2016: $6,136,968Expenses 2016: $5,896,184Net Income 2016: $240,7842016Revenue 2017: $6,296,876Expenses 2017: $6,233,959Net Income 2017: $62,9172017Revenue 2018: $6,810,766Expenses 2018: $6,743,008Net Income 2018: $67,7582018Revenue 2019: $6,949,659Expenses 2019: $6,707,156Net Income 2019: $242,5032019Revenue 2020: $7,642,973Expenses 2020: $6,991,197Net Income 2020: $651,7762020Revenue 2021: $7,456,492Expenses 2021: $7,739,827Net Income 2021: -$283,3352021Revenue 2022: $8,290,761Expenses 2022: $8,564,518Net Income 2022: -$273,7572022Revenue 2023: $9,564,321Expenses 2023: $9,465,366Net Income 2023: $98,9552023Revenue 2024: $10,036,902Expenses 2024: $9,128,268Net Income 2024: $908,6342024

Highlighted filing

2024

Revenue$10,036,902
Expenses$9,128,268
Net Income$908,634

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.32$1.35$7.97$10.0$9.13$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.51$6.98$9.56$9.47$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.64$6.44$8.29$8.56$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.42$6.77$7.46$7.74$0.28
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.66$7.04$7.64$6.99$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.39$6.37$6.95$6.71$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.41$6.08$6.81$6.74$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.46$6.03$6.30$6.23$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.43$5.96$6.14$5.90$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.54$5.72$7.18$5.78$1.40
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.56$4.33$6.85$6.38$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.48$0.63$3.85$7.18$7.09$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.62$3.76$7.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.42$3.80$7.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$10,036,902
Mission and Program Overview

Mission

To assist the elderly, disabled and disadvantaged residents of marion county to maintain independent living status.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,247,772$3,284,603▲ $1,036,831
Land, Buildings, and Equipment, Net$2,532,916$2,827,664▲ $294,748
Pledges and Grants Receivable$1,349,010$1,818,749▲ $469,739
Investments in Publicly Traded Securities$358,012$433,645▲ $75,633
Savings and Temporary Cash Investments$407,259$416,986▲ $9,727
Prepaid Expenses and Deferred Charges$21,096$194,375▲ $173,279
Accounts Receivable$312,557$55,466▼ $257,091
Total Assets$7,492,571$9,318,272▲ $1,825,701
Other Assets Total$263,949$286,784▲ $22,835
Liabilities
Accounts Payable and Accrued Expenses$473,654$1,305,374▲ $831,720
Other Liabilities$33,895$34,317▲ $422
Deferred Revenue$4,432$9,694▲ $5,262
Total Liabilities$511,981$1,349,385▲ $837,404
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,180,945$6,829,948▲ $1,649,003
Net Assets With Donor Restrictions$1,799,645$1,138,939▼ $660,706
Total Net Assets Fund Balance$6,980,590$7,968,887▲ $988,297
Total Liabilities and Net Assets / Fund Balance$7,492,571$9,318,272▲ $1,825,701

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,595,674$5,169,840$7,765,514
Land$231,990-$231,990

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$173,763--$173,763-
2023$301,443--$127,680$173,763
2022$238,136$63,307--$301,443
2021$234,906$3,230--$238,136
2020$238,326--$3,420$234,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer MartinezExecutive DirectorFT$141,434$11,569$153,003
Tamara a Grant-powellFinance DirectorFT$87,485$13,780$101,265

Board Members and Trustees

NameTitle
Jamie GilmoreDirector, Chairman (beg. 3/24)
Angie DansbyImmediate Past Chair (beg. 3/24)
Rhoda WalkupDirector, Vice Chair (beg 3/24)
Jack HilleslandVice-chair, (thru 2/24)
Bill OppenheimerDirector
Billy WoodsDirector
Dr Cj EmmonsDirector
Jesse BlairDirector
Robert PutzeysDirector
Doug DayDirector (beg 1/24)
Jane FontaineDirector (beg 1/24)
Juanita CunninghamDirector (beg 1/24)
Mike MileyDirector (beg 1/24)
Nichole DoddDirector (beg 1/24)
Susanne ShieldsDirector (beg 1/24)
Elizabeth ClarkDirector (beg 1/24), Sec/tres (beg 5/24)
Lynn SmithDirector (beg 12/24)
Bill BrowderDirector (beg 2/24)
Charles McintoshDirector (beg 5/24)
Brad BobbittDirector (beg 7/24)
Matt WilkersonDirector (beg 7/24)
Samantha RaubaDirector (thru 4/24)
Roy AbshierDirector (thru 7/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Experienced Care INCIn Home Care1313 EAST SILVER SPRINGS BLVD, Ocala, FL 34470$473,650
Miracle HandsIn Home Care1515 E SILVER SPRINGS BLVD UNIT 127, Ocala, FL 34470$296,268
Viceroy Home ServicesIn Home Care2945 NE 3RD ST, Ocala, FL 34470$201,645
Advanced Tire Service LLCVehicle Repair Services2199 NW 10TH ST, Ocala, FL 34475$200,532
Errand Rides LLCIn Home Care7256 SW 62ND AVE UNIT 3, Ocala, FL 34476$141,844
Revenue and Support

Revenue Composition

Contributions and Grants
$9,376,757
Program Service Revenue
$614,224
Investment Income
$33,955
Other Revenue
$11,966
All Other Contributions
$176,826
Change in Net Assets
$908,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,036,902
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$430,166
Total Revenue per Audited Statements
$10,467,068
Total Revenue per Form 990
$10,036,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,797,248
Salaries, Compensation, and Employee Benefits$4,331,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,421,686$767,182-$3,188,868
Fees for Services Other$1,448,773$4,778-$1,453,551
Other Employee Benefits$398,147$140,630-$538,777
Depreciation Depletion$482,426--$482,426
Insurance$93$473,816-$473,909
Current Officers, Directors, Trustees, and Key Employees-$254,268-$254,268
Payroll Taxes$178,013$73,221-$251,234
Other Expenses$246,182$78-$246,260
Occupancy$111,592$81,766-$193,358
Travel$106,758$16,202-$122,960
Office Expenses$49,532$65,782-$115,314
Pension Plan Contributions$70,914$26,959-$97,873
All Other Expenses$82,976$174-$83,150
Fees for Services Accounting$67,100--$67,100
Fees for Services Legal$10,700--$10,700
Advertising$2,628--$2,628
Interest$2,337--$2,337
Total Functional Expenses$6,925,850$2,202,418$0$9,128,268

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,478,771
Expenses per Audited Statements$9,128,268
Total Expenses per Form 990$9,128,268
Expenses Not Reported on Form 990$350,503
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations Under Finance Leases$34,317
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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, Part VI, Section B, Line 11B

The form 990 is reviewed by the executive director, finance director, and board treasurer. It is then distributed to board members through email or hard copy for those without email. Any concerns are addressed at the next scheduled board meeting.

Form 990, Part VI, Section B, Line 12C

Board members abstain from any vote in which they have a conflict of interest.

Form 990, Part VI, Section B, Line 15

Line 15a: compensation process for top official compensation is determined by board of directors committee who review salaries for comparable positions in area. Line 15b: compensation process for officers compensation is determined by board of directors committee who review salaries for comparable positions in area.

Form 990, Part VI, Section C, Line 19

Information is available per request by public.

Filing and Contact Details

Filer

Filer Name
Marion Senior Services Inc
EIN
23-7362750
Phone
3526203501
Address
1101 SW 20TH COURT, OCALA, FL 34471

Signing Officer

Name
Jennifer Martinez
Title
Executive Director
Phone
3526203501
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Martinez
Formed
1973
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
20
Employees
129
Volunteers
147

Preparer

Firm
Purvis Gray & Company Llp
Address
2347 SE 17TH ST, OCALA, FL 34471
Preparer
Helen Y Painter CPA
Phone
3527323872
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Adult day care contract: program service expenses 13,969. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,969. Mental health contract: program service expenses 1,968. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,968. Emergency alert response contract: program service expenses 16,193. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,193. Pref care - ear contract: program service expenses 462. Management and general expenses 0. Fundraising expenses 0. Total expenses 462. Homemaker contract: program service expenses 479,812. Management and general expenses 0. Fundraising expenses 0. Total expenses 479,812. Home health aide-contract: program service expenses 60,197. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,197. Personal care contract: program service expenses 113,373. Management and general expenses 0. Fundraising expenses 0. Total expenses 113,373. In facility respite contract: program service expenses 3,968. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,968. In home respite contract: program service expenses 644,634. Management and general expenses 0. Fundraising expenses 0. Total expenses 644,634. Companion contract: program service expenses 87,961. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,961. Information contract: program service expenses 21,359. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,359. Professional fees: program service expenses 4,877. Management and general expenses 4,778. Fundraising expenses 0. Total expenses 9,655.

Financial Statement Notes

PART V, LINE 4:

Board designated restricted funds are available for any use as determined by the board of directors.

PART X, LINE 2:

Fin 48 footnote senior services is exempt from income taxes under section 501(c)(3) of the internal revenue code and is not a private foundation. Accordingly, the financial statements do not reflect a provision for income taxes. Senior services is no longer subject to federal and state examinations by tax authorities for years before 2021. Interest and penalties assessed to senior services as a result of federal and state income tax positions are recorded as an operating expense. For the year ended december 31, 2024, there were no interest or penalties recorded in the accompanying financial statements.

Raw XML AppendixShowing 400 of 688 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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