Civic Intelligence

Marion Senior Services Inc.

990 • Fiscal year 2019 • EIN 23-7362750

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileWWW.MARIONSENIORSERVICES.ORG

View Organization Page

1101 SW 20th CourtOcala, FL 34471

(352) 620-3501

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.06x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

52nd percentile

3.5%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$82,067

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

54th percentile

4.2%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

2.0%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$6,759,358

Up $271,363 (+4.2%) from 2018

Net Assets

Up

$6,370,662

Up $294,171 (+4.8%) from 2018

Liabilities

Down

$388,696

Down $22,808 (-5.5%) from 2018

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin52nd percentile

Revenue

Up

$6,949,659

Up $138,893 (+2.0%) from 2018

Expenses

Down

$6,707,156

Down $35,852 (-0.5%) from 2018

Net Income

Up

$242,503

Up $174,745 (+258%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2019

Assets$6,759,358
Liabilities$388,696
Net Assets$6,370,662
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$6,949,659
Expenses$6,707,156
Net Income$242,503
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$7,030,586
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
Land, Buildings, and Equipment, Net$2,558,828$2,699,888▲ $141,060
Pledges and Grants Receivable$826,486$1,445,591▲ $619,105
Cash and Non-Interest-Bearing Accounts$1,763,141$1,139,510▼ $623,631
Savings and Temporary Cash Investments$952,983$961,118▲ $8,135
Investments in Publicly Traded Securities$228,104$274,674▲ $46,570
Accounts Receivable$103,918$185,413▲ $81,495
Prepaid Expenses and Deferred Charges$54,535$53,164▼ $1,371
Total Assets$6,487,995$6,759,358▲ $271,363
Liabilities
Accounts Payable and Accrued Expenses$341,040$310,647▼ $30,393
Other Liabilities$67,362$74,461▲ $7,099
Deferred Revenue$3,102$3,588▲ $486
Total Liabilities$411,504$388,696▼ $22,808
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,041,125$4,327,132▲ $286,007
Net Assets With Donor Restrictions$2,035,366$2,043,530▲ $8,164
Total Net Assets Fund Balance$6,076,491$6,370,662▲ $294,171
Total Liabilities and Net Assets / Fund Balance$6,487,995$6,759,358▲ $271,363

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$947,585$2,663,590$3,611,175
Buildings$1,310,885$711,489$2,022,374
Equipment$209,428$430,955$640,383
Land$231,990-$231,990

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$207,782$30,175▲ $369-$238,326
2018$179,114$27,926▲ $742-$207,782
2017$178,374-▲ $740-$179,114
2016$177,704-▲ $670-$178,374
2015$177,128-▲ $576-$177,704
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer MartinezExecutive DiFT$71,686$10,381$82,067
Rhonda BlaneyFinance DireFT$58,851$9,679$68,530

Board Members and Trustees

NameTitle
Jennifer WoodChairman
Billy WoodsVice-chairma
April SavareseDirector
Bekki KoppenhaferDirector
Biddie KirkDirector
Bill BrowderDirector
Bill OppenheimerDirector
Felecia JudgeDirector
Juanita P CunninghamDirector
Louis CherubinDirector
Marty RobersonDirector
Mike McquaigDirector
Nicole BloomDirector
Robert PutzeysDirector
Roy AbshierDirector
Ryan LacknerDirector
Samantha RaubaDirector
Angie DansbySecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Experienced Care INCIn Home Care1313 EAST SILVER SPRINGS BLVD, SUITE B-2, Ocala, FL 34470$633,430
Champion Home Health Care INCIn Home Care3911 NEWBERRY RD, Gainesville, FL 32607$310,190
Simply Southern Services LLCIn Home Care1013 NE 14TH ST, Ocala, FL 34470$132,706
Revenue and Support

Revenue Composition

Contributions and Grants
$6,191,384
Program Service Revenue
$656,760
Investment Income
$14,119
Other Revenue
$87,396
All Other Contributions
$350,678
Change in Net Assets
$242,503

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles5$360,833Cost of Donated Vehicles
Total Noncash Contributions5$360,833-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,956,468
Revenue Not Reported on Financial Statements
$-6,809
Revenue Not Reported on Form 990
$317,688
Other Revenue Adjustments
$-6,809
Total Revenue per Audited Statements
$7,274,156
Total Revenue per Form 990
$6,949,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,581,793
Salaries, Compensation, and Employee Benefits$3,125,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,211,721$130,960-$2,342,681
Fees for Services Other$1,318,988--$1,318,988
Depreciation Depletion$439,805$21,433-$461,238
Other Employee Benefits$309,995$44,206-$354,201
All Other Expenses$163,865$58,222-$222,087
Payroll Taxes$136,880$44,908-$181,788
Insurance$147,613$28,518-$176,131
Current Officers, Directors, Trustees, and Key Employees-$150,597-$150,597
Occupancy$94,003$12,488-$106,491
Office Expenses$56,627$39,687-$96,314
Pension Plan Contributions$44,370$51,726-$96,096
Travel$88,256$1,811-$90,067
Other Expenses$60,975--$60,975
Fees for Services Accounting$9,904$10,516-$20,420
Fees for Services Legal$5,349$5,308-$10,657
Interest$906$5,489-$6,395
Advertising$116$34-$150
Total Functional Expenses$6,101,253$605,903$0$6,707,156

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,979,985
Expenses per Audited Statements$6,707,156
Total Expenses per Form 990$6,707,156
Expenses Not Reported on Form 990$272,829
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,220
Fundraising Direct Expenses$6,809
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bread and Butte$25,784$24,220$5,925$18,295
Total Events$25,784$24,220$6,809$17,411
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 Capital Leases$39,398
Accrued Legal Obligation$35,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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, Page 6, Part VI, 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, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“Compensation is determined by board of directors committee who review salaries for comparable positions in area.”

Form 990, Page 6, Part VI, Line 15B

“Compensation is determined by board of directors committee who review salaries for comparable positions in area.”

Form 990, Page 6, Part VI, 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
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Martinez
Formed
1973
Legal Domicile
Fl
Voting Board Members
18
Independent Board Members
18
Employees
126
Volunteers
175

Preparer

Firm
Purvis Gray & Company Llp
Address
2347 SE 17TH STREET, OCALA, FL 34471
Preparer
Mark a White CPA
Phone
3527323872
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Other program services includes federal programs, state programs, meals on wheels, preferred care and managed long-term care.”

Form 990, Part IX, Line 11G

“Adult day care contract 14,988 0 0 emerg alert response contract 9,385 0 0 pref care - ear contract 777 0 0 homemaker contract 525,392 0 0 personal care contract 146,744 0 0 respite-in facility contract 18,174 0 0 respite-in home contract 447,714 0 0 companion contract 66,931 0 0 nutrition consultant 2,150 0 0 supplemental services 86,733 0 0 total 1,318,988 0 0”

Form 990, Part XI, Line 9

“Fundraising expense included in part viii 6,809 fundraising expenses included in part viii -6,809”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

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

Schedule D, Page 3, Part X

“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 2016. 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, 2019, there were no interest or penalties recorded in the accompanying financial statements.”

Schedule D, Page 4, Part XI, Line 4B

“Fundraising expense included in part viii -6,809”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses included in part viii 6,809”

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt334437
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt425027

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,759,358
Liabilities
$388,696
Net assets
$6,370,662
Revenue
$6,949,659
Expenses
$6,707,156
Net income
$242,503
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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