Civic Intelligence

Marion Matters Inc.

990 • Fiscal year 2023 • EIN 27-5464424

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 25, 2024

810 Kenton AveMarion, OH 43302

(740) 387-3788

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$53,044

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-9.9%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$340,621

Up $32,613 (+11%) from 2021

Net Assets

Up

$337,088

Up $32,243 (+11%) from 2021

Liabilities

Up

$3,533

Up $370 (+12%) from 2021

Revenue

Up

$262,929

Up $55,124 (+27%) from 2021

Expenses

Up

$256,597

Up $65,047 (+34%) from 2021

Net Income

Down

$6,332

Down $9,923 (-61%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $28,091Liabilities 2013: $0Net Assets 2013: $28,0912013Assets 2015: $67,682Liabilities 2015: $2,469Net Assets 2015: $65,2132015Assets 2016: $140,710Liabilities 2016: $3,288Net Assets 2016: $137,4222016Assets 2018: $112,770Liabilities 2018: $2,325Net Assets 2018: $110,4452018Assets 2019: $64,963Liabilities 2019: $3,086Net Assets 2019: $61,8772019Assets 2020: $107,787Liabilities 2020: $3,867Net Assets 2020: $103,9202020Assets 2021: $308,008Liabilities 2021: $3,163Net Assets 2021: $304,8452021Assets 2023: $340,621Liabilities 2023: $3,533Net Assets 2023: $337,0882023Assets 2024: $317,233Liabilities 2024: $4,834Net Assets 2024: $312,3992024

Highlighted filing

2023

Assets$340,621
Liabilities$3,533
Net Assets$337,088

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $57,709Expenses 2013: $51,050Net Income 2013: $6,6592013Revenue 2015: $80,650Expenses 2015: $91,621Net Income 2015: -$10,9712015Revenue 2016: $207,638Expenses 2016: $135,429Net Income 2016: $72,2092016Revenue 2018: $157,813Expenses 2018: $190,768Net Income 2018: -$32,9552018Revenue 2019: $168,485Expenses 2019: $217,053Net Income 2019: -$48,5682019Revenue 2020: $216,476Expenses 2020: $174,433Net Income 2020: $42,0432020Revenue 2021: $207,805Expenses 2021: $191,550Net Income 2021: $16,2552021Revenue 2023: $262,929Expenses 2023: $256,597Net Income 2023: $6,3322023Revenue 2024: $335,850Expenses 2024: $356,053Net Income 2024: -$20,2032024

Highlighted filing

2023

Revenue$262,929
Expenses$256,597
Net Income$6,332
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$287,472
Mission and Program Overview

Mission

To provide individuals with personal growth & development on a community & individual basis by providing classes and connecting individual with mentors

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$330,755$337,088▲ $6,333
Land, Buildings, and Equipment, Net$189,470$189,470→ $0
Cash and Non-Interest-Bearing Accounts$146,018$150,622▲ $4,604
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$336,017$340,621▲ $4,604
Other Assets Total$529$529→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,261$3,533▼ $1,728
Other Liabilities$1--
Total Liabilities$5,262$3,533▼ $1,729
Net Assets / Fund Balance
Total Net Assets Fund Balance$330,755$337,088▲ $6,333
Total Liabilities and Net Assets / Fund Balance$336,017$340,621▲ $4,604

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$167,860-$167,860
Land$21,610-$21,610
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Natalie LongmeierDirectorFT$53,044$53,044
Heidi JonesPast DirectorFT$8,077$8,077

Board Members and Trustees

NameTitle
Clifford SmithPresident
Brandy PageVice President
Derek MarkleBoard Member
Kim NiedermierBoard Member
John ShankEx-officio
Brooke DeemerSecretary
Ben AlbrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,412
Program Service Revenue
$0
Investment Income
$71
Other Revenue
$-5,554
All Other Contributions
$268,412
Change in Net Assets
$6,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$167,487
Other Expenses$89,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$94,464--$94,464
Current Officers, Directors, Trustees, and Key Employees$61,121--$61,121
Advertising$14,035--$14,035
Payroll Taxes$11,902--$11,902
Occupancy$9,933--$9,933
Fees for Services Accounting-$3,335-$3,335
All Other Expenses$3,260--$3,260
Office Expenses$2,890--$2,890
Other Expenses$2,736--$2,736
Insurance$2,664--$2,664
Information Technology$64--$64
Total Functional Expenses$253,262$3,335$0$256,597
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,543
Fundraising Gross Income$18,989
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Microfarm$16,200$16,200$22,706$-6,506
Total Events$16,200$16,200$22,706$-6,506
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

Tax return is available upon request

Form 990, Part VI, Section C, Line 18

Financials available to public upon request

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Marion Matters Inc
EIN
27-5464424
Address
810 KENTON AVE, MARION, OH 43302

Signing Officer

Name
Natalie N Longmeier
Title
Executive Director
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie N Longmeier
Voting Board Members
9
Independent Board Members
10
Employees
8

Preparer

Firm
Mgo Corporation Inc
Address
1714 MARION WALDO RD STE A, MARION, OH 43302
Preparer
Deborah Lehman
Phone
7403873788
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

ROUNDING ADJUSTMENT = $1

Financials

AVAILABLE UPON REQUEST

Tax Returns

AVAILABLE UPON REQUESR

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0330755
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0337088
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02874000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0291701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0207753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0216629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0168428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03758511
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0308
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt03758511
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02874000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0291701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0207753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0216629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0168428
IRS990ScheduleA/Total509Grp/TotalAmt03758511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02874071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0291783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0207805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0216675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0168485
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03758819
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0167860
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0167860
IRS990ScheduleD/LandGrp/BookValueAmt021610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt021610
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0189470
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022706
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MICROFARM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016200
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6506
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022706
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIALS AVAILABLE TO PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING ADJUSTMENT = $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUESR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FINANCIALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5TAX RETURNS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0336017
IRS990/TotalAssetsEOYAmt0340621
IRS990/TotalAssetsGrp/BOYAmt0336017
IRS990/TotalAssetsGrp/EOYAmt0340621
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0268412
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03335
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0253262
IRS990/TotalFunctionalExpensesGrp/TotalAmt0256597
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05262
IRS990/TotalLiabilitiesEOYAmt03533
IRS990/TotalLiabilitiesGrp/BOYAmt05262
IRS990/TotalLiabilitiesGrp/EOYAmt03533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330755
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0337088
IRS990/TotalProgramServiceExpensesAmt0253262
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt061121

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