Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2023 • EIN 27-5098203

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

Organization ProfileWWW.OCALAFOUNDATION.ORG
324 SE 24th StOcala, FL 34471-5362

(352) 622-5020

Siviq Scores

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

Liabilities / Assets

77th percentile

0.46x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.83x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$131,575

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

88th percentile

43%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

23%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$6,894,883

Up $2,078,819 (+43%) from 2022

Net Assets

Up

$3,755,803

Up $1,643,828 (+78%) from 2022

Liabilities

Up

$3,139,080

Up $434,991 (+16%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin87th percentile

Revenue

Up

$3,778,214

Up $699,439 (+23%) from 2022

Expenses

Down

$2,307,464

Down $513,392 (-18%) from 2022

Net Income

Up

$1,470,750

Up $1,212,831 (+470%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2012: $591,891Liabilities 2012: $104,232Net Assets 2012: $487,6592012Assets 2013: $959,541Liabilities 2013: $103,309Net Assets 2013: $856,2322013Assets 2014: $1,478,678Liabilities 2014: $166,225Net Assets 2014: $1,312,4532014Assets 2015: $1,406,496Liabilities 2015: $168,589Net Assets 2015: $1,237,9072015Assets 2016: $1,314,836Liabilities 2016: $182,582Net Assets 2016: $1,132,2542016Assets 2017: $1,408,209Liabilities 2017: $243,840Net Assets 2017: $1,164,3692017Assets 2018: $1,658,370Liabilities 2018: $706,332Net Assets 2018: $952,0382018Assets 2019: $2,814,108Liabilities 2019: $1,756,902Net Assets 2019: $1,057,2062019Assets 2020: $4,726,075Liabilities 2020: $3,049,824Net Assets 2020: $1,676,2512020Assets 2021: $4,694,717Liabilities 2021: $2,415,161Net Assets 2021: $2,279,5562021Assets 2022: $4,816,064Liabilities 2022: $2,704,089Net Assets 2022: $2,111,9752022Assets 2023: $6,894,883Liabilities 2023: $3,139,080Net Assets 2023: $3,755,8032023Assets 2024: $10,199,650Liabilities 2024: $4,106,868Net Assets 2024: $6,092,7822024

Highlighted filing

2023

Assets$6,894,883
Liabilities$3,139,080
Net Assets$3,755,803
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $121,1742012Revenue 2013: $511,623Expenses 2013: $146,468Net Income 2013: $365,1552013Revenue 2014: $669,094Expenses 2014: $208,286Net Income 2014: $460,8082014Revenue 2015: $708,440Expenses 2015: $750,319Net Income 2015: -$41,8792015Revenue 2016: $130,841Expenses 2016: $287,278Net Income 2016: -$156,4372016Revenue 2017: $535,780Expenses 2017: $544,653Net Income 2017: -$8,8732017Revenue 2018: $416,134Expenses 2018: $550,163Net Income 2018: -$134,0292018Revenue 2019: $738,171Expenses 2019: $740,455Net Income 2019: -$2,2842019Revenue 2020: $4,657,532Expenses 2020: $4,137,838Net Income 2020: $519,6942020Revenue 2021: $2,955,037Expenses 2021: $2,426,797Net Income 2021: $528,2402021Revenue 2022: $3,078,775Expenses 2022: $2,820,856Net Income 2022: $257,9192022Revenue 2023: $3,778,214Expenses 2023: $2,307,464Net Income 2023: $1,470,7502023Revenue 2024: $3,196,670Expenses 2024: $3,316,214Net Income 2024: -$119,5442024

Highlighted filing

2023

Revenue$3,778,214
Expenses$2,307,464
Net Income$1,470,750
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$3,847,976
Mission and Program Overview

Mission

To provide support for, and promote civic, cultural, community and economic development for the City of Ocala and Marion County, Florida.

Connecting the charitable interst of the donor to build a stronger community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,684,132$5,810,330▲ $2,126,198
Savings and Temporary Cash Investments$167,985$270,710▲ $102,725
Cash and Non-Interest-Bearing Accounts$512,156$259,831▼ $252,325
Accounts Receivable$1,750$97,244▲ $95,494
Land, Buildings, and Equipment, Net$5,284$2,323▼ $2,961
Prepaid Expenses and Deferred Charges$7,347$413▼ $6,934
Total Assets$4,816,064$6,894,883▲ $2,078,819
Other Assets Total$437,410$454,032▲ $16,622
Liabilities
Escrow Account Liability$2,303,051$2,909,716▲ $606,665
Deferred Revenue$244,324$125,708▼ $118,616
Grants Payable$140,181$92,549▼ $47,632
Accounts Payable and Accrued Expenses$16,533$11,107▼ $5,426
Total Liabilities$2,704,089$3,139,080▲ $434,991
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,111,975$3,755,803▲ $1,643,828
Total Net Assets Fund Balance$2,111,975$3,755,803▲ $1,643,828
Total Liabilities and Net Assets / Fund Balance$4,816,064$6,894,883▲ $2,078,819

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$462$13,438$13,900
Leasehold Improvements$1,861$860$2,721
Investment Program Related Org$5,810,330--
Other Land Buildings$0--
Other Assets Org$454,032--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$90,946$1,000▲ $12,439-$103,428
2022$107,981$216▼ $16,291-$90,946
2021$100,683-▲ $6,253-$107,981
2020$89,636-▲ $10,149-$100,683
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren DeiorioExecutive DirectorFT$127,743$3,832$131,575

Board Members and Trustees

NameTitle
Frank HennesseyChairman
William ChambersVice Chairman
Angie CliftonDirector
Angie LewisDirector
Ben MarcianoDirector
Chester WeberDirector
David MidgettDirector
Devon ChestnutDirector
James HillebrandtDirector
Ken KirkpatrickDirector
Michael SiboniDirector
Robert BatselDirector
Rusty BransonDirector
Steven LeeDirector
Thad BoydDirector
Joe JohnsonDirector - End 4/1/23
Adam WoodsDirector - End 9/1/23
Jane FontaineSecretary
Jon KurtzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,522,045
Program Service Revenue
$156,739
Investment Income
$119,687
Other Revenue
$-20,257
All Other Contributions
$2,573,338
Change in Net Assets
$1,470,750

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
Securities Publicly Traded2$252,375Fair Market Value (FMV)
Total Noncash Contributions2$252,375-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,847,976
Revenue Not Reported on Financial Statements
$-69,762
Revenue Not Reported on Form 990
$269,844
Other Revenue Adjustments
$-69,762
Total Revenue per Audited Statements
$4,117,820
Total Revenue per Form 990
$3,778,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,592,522
Salaries, Compensation, and Employee Benefits$567,913
Other Expenses$147,029
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,538,938--$1,538,938
Other Salaries and Wages$253,412$123,180-$376,592
Current Officers, Directors, Trustees, and Key Employees$105,260$26,315-$131,575
Grants to Domestic Individuals$53,584--$53,584
Payroll Taxes$28,385$11,627-$40,012
Fees for Services Accounting$28,908$7,225-$36,133
Fees for Services Other$19,732--$19,732
Fees for Services Management$1,058$18,116-$19,174
Information Technology$8,773$7,741-$16,514
Office Expenses$7,200$7,854-$15,054
Other Employee Benefits$5,282$4,631-$9,913
Pension Plan Contributions$6,375$3,446-$9,821
Occupancy$4,077$1,353-$5,430
Advertising$2,578$1,891-$4,469
Depreciation Depletion$2,961--$2,961
Other Expenses$170$2,105-$2,275
Insurance$858$858-$1,716
All Other Expenses$386$260-$646
Total Functional Expenses$2,090,862$216,602$0$2,307,464

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,473,992
Expenses per Audited Statements$2,307,464
Total Expenses per Form 990$2,307,464
Expenses Not Reported on Form 990$166,528
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Help Agency of the Forest Inc Dba Sozo KidsSilver Springs, FL501(c)(3)In Accordance With Arpa Funding$150,000
Empowered of Central FloridaOcala, FL501(c)(3)In Accordance With Arpa Funding$133,000
Wings of Faith Fellowship Church of GodOcala, FL501(c)(3)In Accordance With Arpa Funding$130,000
Friends of Marion County Veterans Park IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$70,500
St Paul Center for Biblical TheologySteubenville, OH501(c)(3)To Support the Church Mission$67,000
Good Shepherd Presbyterian ChurchOcala, FL501(c)(3)To Support the Church Mission$65,000
His House for Her IncOcala, FL501(c)(3)In Accordance With Arpa Funding$50,000
Honoring the Father Ministries IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$49,403
West Chester University FoundationWest Chester, PA501(c)(3)TO SUPPORT THE FOUNDATION'S MISSION$45,000
Boys and Girls Club of Marion County IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$42,500
United Way of Marion County Co IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$38,000
Fellowship of Christian AthletesKansas City, MO501(c)(3)To Support the Church Mission$36,000
Arnette House IncOcala, FL501(c)(3)In Accordance With Arpa Funding$35,000
The Project Stable Foundation IncMorriston, FL501(c)(3)TO SUPPORT THE FOUNDATION'S MISSION$30,000
Transitions Life Center & Community IncOcala, FL501(c)(3)In Accordance With Arpa Funding$30,000
Haven of Peace Inc Dba Mapleridge RanchOwego, NY501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$25,000
MARION COUNTY CHILDREN'S ALLIANCE INCOcala, FL501(c)(3)In Accordance With Arpa Funding$25,000
Reilly Arts CenterOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$21,800
Xtreme Soulutions IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$20,078
Marion County Veterans Council IncOcala, FL501(c)(3)In Accordance With Arpa Funding$17,000
Adventhealth FoundationOcala, FL501(c)(3)TO SUPPORT THE FOUNDATION'S MISSION$15,750
Marion County Public Safety Assistance TrustOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$14,500
Public Education Foundation of Marion County IncOcala, FL501(c)(3)TO SUPPORT THE FOUNDATION'S MISSION$14,500
Life Model WorksWest Hollywood, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$11,000
Interfaith Emergency Services IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$10,800
Open Arms Village IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$10,500
Ambleside Schools InternationalFredericksburg, TX501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$10,000
Hands of Mercy Everywhere IncBelleview, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$10,000
His Compassion IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$10,000
Transitions Life Center & Community IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$10,000
Wings of Faith Fellowship Church of GodOcala, FL501(c)(3)To Support the Church Mission$10,000
Campus Crusade for Christ IncOrlando, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$8,000
Florida Institute for Human and Machine Cognition IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$7,500
Marion County Literacy Council IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$7,000
The Pearl Project IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$6,500
Wear Gloves IncOcala, FL501(c)(3)TO SUPPORT THE ORGANIZATION'S MISSION$6,300
BLESSED TRINITY CHURCHBROTHER'S KEEPEROcala, FL501(c)(3)To Support the Church Mission$5,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,762
Fundraising Gross Income$49,505
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give4marion$63,521$29,908$18,796$11,112
Inspire Gala$68,162$15,762$40,413$-24,651
Total Events$159,268$49,505$69,762$-20,257
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
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
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 A, Line 1A

“An executive committee, to consist of five (5) or more directors, which shall have and may exercise all powers and authority of the board of directors in the management of the business and affairs of the foundation between meetings of the board of directors, and which shall have other powers and duties as the board may from time to time determine, except that it shall not have the power to: (i) amend the articles of organization or bylaws of the foundation; (ii) fill vacancies on the board of directors; or (iii) take any action inconsistent with the articles of organization or bylaws of the foundation. The majority of the members of the executive committee shall constitute a quorum for the transaction of the business of the executive committee. The vote of a majority of the executive committee members present and voting at any meeting of the committee at which there is a quorum shall be the action of the executive committee.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is first reviewed by the president/executive director then sent to the finance/audit committee where it is reviewed and sent on to the executive committee. From there, a copy of the 990 is emailed to all board members for review prior to filing.”

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

“Conflict of interest statements are signed annually in january by board members and then filed in their respective board files.”

Form 990, Part VI, Section B, Line 15A

“Compensation is determined after the executive board completes the annual evaluation process for the executive director. There is a review of current compensation and then research on various compensation studies are reviewed to determine any changes to compensation.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents and financial statements available to the public upon request. This information is also available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
The Community Foundation for
EIN
27-5098203
Phone
3526225020
Address
324 SE 24TH ST, OCALA, FL 34471-5362

Signing Officer

Name
Lauren Deiorio
Title
Executive Director
Phone
3526225020
Signed
2024-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Deiorio
Formed
2011
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
11
Volunteers
19

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PL, GAINESVILLE, FL 32607-2063
Preparer
Corinne Laroche
Phone
3523781331
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The foundation holds investments for nonprofits in the local community as part of its core mission. A community foundation is a tax exempt, nonprofit, publicly supported organization that empowers donors to strengthen their community, one passion at a time. The common mission of every community foundation is to enhance the quality of life in the local area. Through fund management, the foundation helps to achieve this. Whether it is the creation of a fund for the individual looking for a tax deduction or the nonprofit agency that is building permanent endowment funds or even providing scholarships for students, the foundation supports a variety of local nonprofits through grants and special projects.”

PART V, LINE 4:

“In september 2019, the board of directors designated $50,000 of net assets without donor restrictions as a general endowment fund to support the mission of the foundation. The endowment fund is designated to be perpetual with principal intact and only earnings will be distributed. Use of the fund requires board approval and is designated for use by the board. At december 31, 2023 and 2022, the board designated account totaled $103,428 and $90,946 respectively.”

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and, therefore, has made no provision for federal income taxes. In addition, the foundation qualifies for the charitable contribution deduction under section 509(a). Management of the foundation considers the likelihood of changes by taxing authorities in its filed income tax returns and recognizes a liability for or discloses potential significant changes that management believes are more likely than not to occur, including changes to the foundation's status as a not-for-profit entity. Management believes the foundation met the requirements to maintain its tax-exempt status and has not identified any uncertain tax positions subject to the unrelated business income tax that require recognition or disclosure in the accompanying financial statements. The foundation's income tax returns for the past three years are subject to examination by tax authorities, and may change upon examination.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct fundraising expenses reported on 990 part viii -69,762.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses reported on 990 part viii 69,762.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1BEN MARCIANO
IRS990/Form990PartVIISectionAGrp/PersonNm2CHESTER WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MIDGETT
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK HENNESSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES HILLEBRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm6JANE FONTAINE
IRS990/Form990PartVIISectionAGrp/PersonNm7JON KURTZ
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL SIBONI
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT BATSEL
IRS990/Form990PartVIISectionAGrp/PersonNm10RUSTY BRANSON
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVEN LEE
IRS990/Form990PartVIISectionAGrp/PersonNm12THAD BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM CHAMBERS
IRS990/Form990PartVIISectionAGrp/PersonNm14ANGIE CLIFTON
IRS990/Form990PartVIISectionAGrp/PersonNm15ANGIE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm16DEVON CHESTNUT
IRS990/Form990PartVIISectionAGrp/PersonNm17KEN KIRKPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm18JOE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm19LAUREN DEIORIO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR - END 9/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR - END 4/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0109763
IRS990/FundraisingDirectExpensesAmt069762
IRS990/FundraisingGrossIncomeAmt049505
IRS990/GainOrLossGrp/SecuritiesAmt052967
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IRS990/GrantsPayableGrp/BOYAmt0140181
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052967
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07741
IRS990/InformationTechnologyGrp/ProgramServicesAmt08773
IRS990/InformationTechnologyGrp/TotalAmt016514
IRS990/InsuranceGrp/ManagementAndGeneralAmt0858
IRS990/InsuranceGrp/ProgramServicesAmt0858
IRS990/InsuranceGrp/TotalAmt01716
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IRS990/LegalDomicileStateCd0FL
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION AT THE COMMUNITY FOUNDATION FOR OCALA/MARION COUNTY IS TO ENHANCE THE QUALITY OF LIFE FOR ALL RESIDENTS OF OUR COMMUNITY BY FOSTERING PHILANTHROPY AND STEWARDING CHARITABLE RESOURCES. WE STRIVE TO IDENTIFY AND ADDRESS THE MOST PRESSING NEEDS IN OUR AREA, AND TO SUPPORT INNOVATIVE SOLUTIONS THAT CREATE POSITIVE, SUSTAINABLE CHANGE. THROUGH PARTNERSHIPS WITH DONORS, NONPROFITS, AND OTHER COMMUNITY LEADERS, WE SEEK TO BUILD A THRIVING, INCLUSIVE, AND RESILIENT COMMUNITY THAT PROVIDES OPPORTUNITIES FOR ALL TO SUCCEED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt07200
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IRS990/OfficerMailingAddressInd00
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IRS990/OtherExpensesGrp/Desc1WORKSHOP EXPENSES
IRS990/OtherExpensesGrp/Desc2MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt011554
IRS990/OtherExpensesGrp/ProgramServicesAmt16899
IRS990/OtherExpensesGrp/ProgramServicesAmt24472
IRS990/OtherExpensesGrp/ProgramServicesAmt3170
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IRS990/OtherExpensesGrp/TotalAmt16899
IRS990/OtherExpensesGrp/TotalAmt24472
IRS990/OtherExpensesGrp/TotalAmt32275
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0123180
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt028385
IRS990/PayrollTaxesGrp/TotalAmt040012
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06375
IRS990/PensionPlanContributionsGrp/TotalAmt09821
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07347
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0413
IRS990/PrincipalOfficerNm0LAUREN DEIORIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2ADMINISTRATIVE FEE INC
IRS990/ProgramServiceRevenueGrp/Desc3DAF WORKSHOP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt097568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143656
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28110
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37405
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143656
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37405
IRS990/ProgSrvcAccomActy2Grp/Desc0NONPROFIT RESOURCE CENTERESTABLISHED IN APRIL OF 2019, THE NONPROFIT RESOURCE CENTER OPENED AS A COLLABORATION AMONG THE FOUNDATION, MARION COUNTY GOVERNMENT, THE CITY OF OCALA, ADVENTHEALTH OCALA AND THE MARION COUNTY HOSPITAL DISTRICT TO HELP GROW AND SUSTAIN OUR NONPROFIT COMMUNITY. THE RESOURCE CENTER PROVIDES A VARIETY OF ASSISTANCE OPTIONS TO HELP OUR NONPROFITS BUILD CAPACITY AND BECOME SUSTAINABLE WHICH INCLUDES; BOARD DEVELOPMENT, COMMUNICATIONS, PR AND MARKETING COUNSELING, VIDEO TRAINING SPONSORED BY COX COMMUNICATIONS, FINANCE AND ACCOUNTING COUNSELING, GRANT SERVICES, PROFESSIONAL DEVELOPMENT COURSES IN PARTNERSHIP WITH ROLLINS COLLEGE CRUMMER GRADUATE SCHOOL OF BUSINESS, MINI TRAINING SEMINARS AND STRATEGIC AND SUSTAINABILITY PLANNING. ALL RESOURCES FOLLOW THE FOUNDATION'S ROADMAP TO SUCCESS WHICH IS A COMPILATION OF STANDARDS DESIGNED TO ENSURE EACH NONPROFIT OPERATES LIKE THE BUSINESS IT IS. SOME OF THE KEY AREAS IN THE ROADMAP ARE; EFFECTIVE GOVERNANCE, HUMAN RESOURCES, FINANCIAL MANAGEMENT, AND MORE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0468659
IRS990/ProgSrvcAccomActy3Grp/Desc0ESTATE PLANNING COUNCILTHE ESTATE PLANNING COUNCIL PROVIDES A SOURCE OF EDUCATIONAL INFORMATION, A FORUM FOR NETWORKING AMONG DISCIPLINARIANS WHO PRACTICE FACETS OF ESTATE PLANNING, AND PROMOTES INTERDISCIPLINARY COMMUNICATION AND COOPERATION. THE GOAL OF OUR PROFESSIONAL MEMBERS IS TO IMPROVE OUR KNOWLEDGE TO RENDER THE BEST PROFESSIONAL SERVICE TO THE PUBLIC. MEMBERSHIP IS OPEN TO THOSE INDIVIDUALS IN PROFESSIONS THAT DEAL WITH ESTATE PLANNING AND ITS RELATED ISSUES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03355
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NONPROFIT BUSINESS COUNCILTHE NONPROFIT BUSINESS COUNCIL (NPBC) WAS FORMED 11 YEARS AGO AS A PART OF THE CHAMBER OF COMMERCE. IN 2016, UNDER PREVIOUS LEADERSHIP, THE COMMUNITY FOUNDATION BEGAN OVERSEEING THE COUNCIL'S OPERATIONS, AND IT HAS CONTINUED TO SIGNIFICANTLY EXPAND SINCE THAT TIME. THE NPBC PROMOTES THE ECONOMIC IMPACT OF NONPROFITS, STRENGTHENS THEIR CAPACITY IN AREAS OF LEADERSHIP FUNDRAISING, BOARD DEVELOPMENT, STAFF DEVELOPMENT AND COMPLIANCE, AND PROVIDES FOR MUCH-NEEDED COLLABORATION AND PHILANTHROPIC EDUCATION. CURRENTLY THE COUNCIL MEMBERSHIP IS MADE UP OF OVER 170 NONPROFITS GOVERNED BY A STEERING COMMITTEE OF NONPROFIT LEADERS REPRESENTING SEVERAL DIFFERENT NONPROFIT SECTORS. THE NPBC HAS THEIR OWN PROGRAMMING RUN BY THE COMMUNITY FOUNDATION WHICH INCLUDES: GUIDE TO CHARITABLE GIVING, MONTHLY PROFESSIONAL DEVELOPMENT MEETINGS, AND YOUTH PHILANTHROPY IN ACTION (YPIA).
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01864
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02726472
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02092984
IRS990/PYInvestmentIncomeAmt0141963
IRS990/PYOtherExpensesAmt0184005
IRS990/PYOtherRevenueAmt043294
IRS990/PYProgramServiceRevenueAmt0167046
IRS990/PYRevenuesLessExpensesAmt0257919
IRS990/PYSalariesCompEmpBnftPaidAmt0543867
IRS990/PYTotalExpensesAmt02820856
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03078775
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01470750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,894,883
Liabilities
$3,139,080
Net assets
$3,755,803
Revenue
$3,778,214
Expenses
$2,307,464
Net income
$1,470,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$4.11$6.09$3.20$3.32$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.89$3.14$3.76$3.78$2.31$1.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$2.70$2.11$3.08$2.82$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$2.42$2.28$2.96$2.43$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$3.05$1.68$4.66$4.14$0.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$1.76$1.06$0.74$0.74$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.71$0.95$0.42$0.55$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.24$1.16$0.54$0.54$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.18$1.13$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.24$0.71$0.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.17$1.31$0.67$0.21$0.46
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.51$0.15$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.49$0.12