Civic Intelligence

Marion Military Institute Foundation

EIN 26-0546821 • 501(c)3 • Marion, AL

Profile

The purpose of the Foundation is to establish endowments and other forms of support to benefit scholarships, capital improvements, public relations, recruitment and the good name of Marion Military Institute.

Refreshing map…

1101 Washington StreetMarion, AL 36756

www.marionmilitary.edu

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.38x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

2nd percentile

-223%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

44th percentile

4.0%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-58%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$48,944,573

Up $1,901,929 (+4.0%) from 2024

Liabilities

Up

$393,738

Up $73,368 (+23%) from 2024

Net Assets

Up

$48,550,835

Up $1,828,561 (+3.9%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$1,043,529

Down $1,453,880 (-58%) from 2024

Expenses

Down

$3,372,847

Down $1,304,832 (-28%) from 2024

Net Income

Down

-$2,329,318

Down $149,048 (-6.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$60M$40M$20M$0Assets 2010: $2,432,495Liabilities 2010: $75,296Net Assets 2010: $2,357,1992010Assets 2011: $5,147,959Liabilities 2011: $108,726Net Assets 2011: $5,039,2332011Assets 2013: $5,679,555Liabilities 2013: $117,749Net Assets 2013: $5,561,8062013Assets 2015: $6,033,198Liabilities 2015: $263,324Net Assets 2015: $5,769,8742015Assets 2016: $6,280,594Liabilities 2016: $305,907Net Assets 2016: $5,974,6872016Assets 2017: $8,903,420Liabilities 2017: $217,471Net Assets 2017: $8,685,9492017Assets 2018: $8,763,733Liabilities 2018: $241,211Net Assets 2018: $8,522,5222018Assets 2019: $8,804,260Liabilities 2019: $257,372Net Assets 2019: $8,546,8882019Assets 2020: $8,748,515Liabilities 2020: $296,985Net Assets 2020: $8,451,5302020Assets 2021: $14,391,027Liabilities 2021: $291,653Net Assets 2021: $14,099,3742021Assets 2022: $38,009,022Liabilities 2022: $307,898Net Assets 2022: $37,701,1242022Assets 2024: $47,042,644Liabilities 2024: $320,370Net Assets 2024: $46,722,2742024Assets 2025: $48,944,573Liabilities 2025: $393,738Net Assets 2025: $48,550,8352025

Highlighted filing

2025

Assets$48,944,573
Liabilities$393,738
Net Assets$48,550,835
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $427,4442010Expenses 2011: $1,100,3342011Expenses 2013: $1,347,2462013Revenue 2015: $870,360Expenses 2015: $874,161Net Income 2015: -$3,8012015Revenue 2016: $569,420Expenses 2016: $777,924Net Income 2016: -$208,5042016Revenue 2017: $4,519,373Expenses 2017: $2,225,521Net Income 2017: $2,293,8522017Revenue 2018: $1,554,185Expenses 2018: $2,173,554Net Income 2018: -$619,3692018Revenue 2019: $1,044,066Expenses 2019: $1,321,816Net Income 2019: -$277,7502019Revenue 2020: $892,731Expenses 2020: $1,447,266Net Income 2020: -$554,5352020Revenue 2021: $5,768,857Expenses 2021: $1,312,768Net Income 2021: $4,456,0892021Revenue 2022: $31,604,927Expenses 2022: $1,855,778Net Income 2022: $29,749,1492022Revenue 2024: $2,497,409Expenses 2024: $4,677,679Net Income 2024: -$2,180,2702024Revenue 2025: $1,043,529Expenses 2025: $3,372,847Net Income 2025: -$2,329,3182025

Highlighted filing

2025

Revenue$1,043,529
Expenses$3,372,847
Net Income-$2,329,318
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$48,944,573
Liabilities
$393,738
Net assets
$48,550,835
Revenue
$1,043,529
Expenses
$3,372,847
Net income
-$2,329,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.9$0.39$48.6$1.04$3.37$2.33
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.0$0.32$46.7$2.50$4.68$2.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$0.31$37.7$31.6$1.86$29.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.29$14.1$5.77$1.31$4.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.30$8.45$0.89$1.45$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.26$8.55$1.04$1.32$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.76$0.24$8.52$1.55$2.17$0.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.90$0.22$8.69$4.52$2.23$2.29
2016Detailed filing. Detailed filing data is available for this year.$6.28$0.31$5.97$0.57$0.78$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.26$5.77$0.87$0.87$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.12$5.56$1.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.11$5.04$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.08$2.36$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.5
Gross Receipts
$1,043,529
Mission and Program Overview

Mission

The purpose of the Foundation is to establish endowments and other forms of support to benefit scholarships, capital improvements, public relations, recruitment and the good name of Marion Military Institute.

The organization provides support for Marion Military Institute.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,680,023$14,951,043▲ $271,020
Cash and Non-Interest-Bearing Accounts$103,688$109,671▲ $5,983
Accounts Receivable-$84-
Total Assets$47,042,644$48,944,573▲ $1,901,929
Other Assets Total$32,258,933$33,883,775▲ $1,624,842
Liabilities
Escrow Account Liability$272,047$321,928▲ $49,881
Deferred Revenue$48,323$71,810▲ $23,487
Total Liabilities$320,370$393,738▲ $73,368
Net Assets / Fund Balance
Net Assets With Donor Restrictions$41,660,396$44,292,283▲ $2,631,887
Net Assets Without Donor Restrictions$5,061,878$4,258,552▼ $803,326
Total Net Assets Fund Balance$46,722,274$48,550,835▲ $1,828,561
Total Liabilities and Net Assets / Fund Balance$47,042,644$48,944,573▲ $1,901,929

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$33,883,775--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$11,414,833$131,276▲ $1,378,949-$12,666,311
2023$8,839,513$315,707▲ $2,439,679-$11,414,833
2022$8,137,385$111,858▲ $832,616-$8,839,513
2021$89,973,776$97,500▼ $1,735,216-$8,137,385
2020$5,687,114$1,978,302▲ $1,077,762-$8,541,819
Compensation and Service Providers
Top Officer Pay10th percentile

Board Members and Trustees

NameTitle
Edward A O'Neal JrChairman
WF Noopie Cosby JrVice Chairman
BG Vandiver H Carter USAR RetBoard member
COL Angelo Tony Riddick USABoard member
Donald BennettBoard member
Eugene McCollumBoard member
James DavidsonBoard member
Jerry F SmithBoard member
John G Zierdt JrBoard member
Leslie SandersBoard member
Logan GrayBoard member
MG W Shane Lee MD USARBoard member
Robert B Geddie JrBoard member
Samuel P GivhanBoard member
Suzanne MckeeExecutive Director
James RaneSecretary
Norman D Pittman IIITreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$495,517
Program Service Revenue
$0
Investment Income
$380,665
Other Revenue
$167,347
All Other Contributions
$495,517
Change in Net Assets
$-2,329,318

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,029,656
Revenue Not Reported on Financial Statements
$13,873
Revenue Not Reported on Form 990
$4,171,752
Total Revenue per Audited Statements
$5,201,408
Total Revenue per Form 990
$1,043,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,085,578
Other Expenses$197,269
Salaries, Compensation, and Employee Benefits$90,000
Total Fundraising Expense$59,058
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,085,578--$3,085,578
Other Salaries and Wages$90,000--$90,000
Information Technology$89,875--$89,875
Fees for Services Other-$13,715-$13,715
Other Expenses$1,382-$11,632$13,014
Insurance-$10,459-$10,459
All Other Expenses$8,491-$1,926$10,417
Travel--$456$456
Total Functional Expenses$3,289,615$24,174$59,058$3,372,847

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,372,847
Total Expenses per Audited Statements$3,372,847
Total Expenses per Form 990$3,372,847
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marion Military InstituteMarion, AL501(c)(3)Assistance to provide for capital improvements and scholarships.$3,085,578
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$167,347
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special events, Adm$167,347$167,347-$167,347
Total Events$167,347$167,347-$167,347
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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 at the annual board meeting by all the members of the governing board.”

Form 990, Part VI, Section C, line 19

“The Marion Military Institute Foundation makes its financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Marion Military Institute Foundation
EIN
26-0546821
Phone
3346832398
Address
1101 Washington Street, Marion, AL 36756

Signing Officer

Name
Edward A ONeal Jr
Title
Chairman
Phone
3346832398
Signed
2026-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward A O'Neal Jr
Formed
2010
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Haynes Downard LLP
Address
3161 Cahaba Heights Road Suite 203, Birmingham, AL 35243
Preparer
J Max Campbell Jr
Phone
2052781000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value - perpetual trusts 3,043,525.”

Part XII, line 2C

“The Organization has not changed its oversight process or selection process related to the audit from the prior year.”

Financial Statement Notes

Part IV, Line 2B:

“The Foundation serves as the custodian for the Alabama Military Hall of Honor, and the Marion Military Institute Alumni Brigade.”

Part V, Line 4:

“To provide scholarships for students at Marion Military Institute.”

Part X, Line 2:

“The Foundation has no uncertain tax positions that qualify for recognition in the financial statements.”

Part XI, Line 2D - Other Adjustments:

“Change in value - perpetual trust 3,043,525.”

Raw XML AppendixShowing 400 of 550 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt084
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0495517
IRS990/AllOtherExpensesGrp/FundraisingAmt01926
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08491
IRS990/AllOtherExpensesGrp/TotalAmt010417
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Suzanne McKee
IRS990/BooksInCareOfDetail/PhoneNum03346832347
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01101 Washington Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Marion
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036756
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt0103688
IRS990/CashNonInterestBearingGrp/EOYAmt0109671
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0495517
IRS990/CYGrantsAndSimilarPaidAmt03085578
IRS990/CYInvestmentIncomeAmt0380665
IRS990/CYOtherExpensesAmt0197269
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IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2329318
IRS990/CYSalariesCompEmpBnftPaidAmt090000
IRS990/CYTotalExpensesAmt03372847
IRS990/CYTotalFundraisingExpenseAmt059058
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01043529
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DeferredRevenueGrp/EOYAmt071810
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Support for Marion Military Institute.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt044292283
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0272047
IRS990/EscrowAccountLiabilityGrp/EOYAmt0321928
IRS990/ExpenseAmt03289615
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013715
IRS990/FeesForServicesOtherGrp/TotalAmt013715
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0Donald Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm1BG Vandiver H Carter USAR Ret
IRS990/Form990PartVIISectionAGrp/PersonNm2James Davidson
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert B Geddie Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Samuel P Givhan
IRS990/Form990PartVIISectionAGrp/PersonNm5Logan Gray
IRS990/Form990PartVIISectionAGrp/PersonNm6MG W Shane Lee MD USAR
IRS990/Form990PartVIISectionAGrp/PersonNm7Eugene McCollum
IRS990/Form990PartVIISectionAGrp/PersonNm8COL Angelo Tony Riddick USA
IRS990/Form990PartVIISectionAGrp/PersonNm9Leslie Sanders
IRS990/Form990PartVIISectionAGrp/PersonNm10Jerry F Smith
IRS990/Form990PartVIISectionAGrp/PersonNm11John G Zierdt Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Norman D Pittman III
IRS990/Form990PartVIISectionAGrp/PersonNm13James Rane
IRS990/Form990PartVIISectionAGrp/PersonNm14WF Noopie Cosby Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Edward A O'Neal Jr
IRS990/Form990PartVIISectionAGrp/PersonNm16Suzanne Mckee
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt0167347
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt03085578
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03085578
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03085578
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01043529
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt089875
IRS990/InformationTechnologyGrp/TotalAmt089875
IRS990/InsuranceGrp/ManagementAndGeneralAmt010459
IRS990/InsuranceGrp/TotalAmt010459
IRS990/InvestmentExpenseAmt0-13873
IRS990/InvestmentIncomeGrp/ExclusionAmt0380665
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0380665
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014680023
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014951043
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The purpose of the Foundation is to establish endowments and other forms of support to benefit scholarships, capital improvements, public relations, recruitment and the good name of Marion Military Institute.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt046722274
IRS990/NetAssetsOrFundBalancesEOYAmt048550835
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0167347
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0167347
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01128227
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05061878
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04258552
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt032258933
IRS990/OtherAssetsTotalGrp/EOYAmt033883775
IRS990/OtherChangesInNetAssetsAmt03043525
IRS990/OtherExpensesGrp/Desc0Dues and subscriptions
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Special events and fund
IRS990/OtherExpensesGrp/Desc3Postage and shipping
IRS990/OtherExpensesGrp/FundraisingAmt031446
IRS990/OtherExpensesGrp/FundraisingAmt113598
IRS990/OtherExpensesGrp/FundraisingAmt211632
IRS990/OtherExpensesGrp/ProgramServicesAmt014289
IRS990/OtherExpensesGrp/ProgramServicesAmt11382
IRS990/OtherExpensesGrp/TotalAmt031446
IRS990/OtherExpensesGrp/TotalAmt114289
IRS990/OtherExpensesGrp/TotalAmt213598
IRS990/OtherExpensesGrp/TotalAmt313014
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt090000
IRS990/OtherSalariesAndWagesGrp/TotalAmt090000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Edward A O'Neal Jr
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02071212
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04504437
IRS990/PYInvestmentIncomeAmt0310338
IRS990/PYOtherExpensesAmt0118242
IRS990/PYOtherRevenueAmt0115859
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2180270
IRS990/PYSalariesCompEmpBnftPaidAmt055000
IRS990/PYTotalExpensesAmt04677679
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02497409
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2329318
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0495517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02071212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0849255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01173488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05612257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010201729
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0397569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0310338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0228500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0213031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0131600
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01281038
IRS990ScheduleA/PublicSupportCY170Pct00.47300
IRS990ScheduleA/PublicSupportPY170Pct00.49340
IRS990ScheduleA/PublicSupportTotal170Amt05431384
IRS990ScheduleA/SubstantialContributorsTotAmt04770345
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0495517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02071212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0849255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01173488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05612257
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010201729
IRS990ScheduleA/TotalSupportAmt011482767
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0258747
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011414833
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0131276
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012666311
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01378949
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08839513
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0315707
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011414833
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0180066
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02439679
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08137385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0111858
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08839513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0242346
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0832616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt089973776
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt097500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08137385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0198675
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1735216
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05687114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01978302
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08541819
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0201359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01077762
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03372847
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013873
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01128227
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt033883775
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Perpetual trust
IRS990ScheduleD/OtherRevenueAmt03043525
IRS990ScheduleD/RevenueNotReportedAmt04171752
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013873
IRS990ScheduleD/RevenueSubtotalAmt01029656
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation serves as the custodian for the Alabama Military Hall of Honor, and the Marion Military Institute Alumni Brigade.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1To provide scholarships for students at Marion Military Institute.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2The Foundation has no uncertain tax positions that qualify for recognition in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Change in value - perpetual trust 3,043,525.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt033883775
IRS990ScheduleD/TotalExpensesPerForm990Amt03372847
IRS990ScheduleD/TotalRevenuePerForm990Amt01043529
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05201408
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03372847
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Special events, Adm
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0167347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0167347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0167347

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