Civic Intelligence

Marilyn & Gordon Macklin Intergenerational Institute Inc.

990 • Fiscal year 2019 • EIN 30-0109669

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization ProfileWWW.MACKLINIGINSTITUTE.ORG
15100 Birchaven LaneFindlay, OH 45840

(419) 425-3043

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-7.1%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$45,815

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

0.7%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,203,087

Up $53,218 (+4.6%) from 2018

Net Assets

Up

$1,201,488

Up $52,884 (+4.6%) from 2018

Liabilities

Up

$1,599

Up $334 (+26%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin24th percentile

Revenue

Up

$491,913

Up $3,507 (+0.7%) from 2018

Expenses

Up

$526,688

Up $5,404 (+1.0%) from 2018

Net Income

Down

-$34,775

Down $1,897 (-5.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,276,710Liabilities 2013: $11,496Net Assets 2013: $1,265,2142013Assets 2014: $1,251,533Liabilities 2014: $9,295Net Assets 2014: $1,242,2382014Assets 2015: $1,168,187Liabilities 2015: $12,717Net Assets 2015: $1,155,4702015Assets 2016: $1,190,160Liabilities 2016: $3,476Net Assets 2016: $1,186,6842016Assets 2018: $1,149,869Liabilities 2018: $1,265Net Assets 2018: $1,148,6042018Assets 2019: $1,203,087Liabilities 2019: $1,599Net Assets 2019: $1,201,4882019Assets 2021: $1,328,870Liabilities 2021: $1,420Net Assets 2021: $1,327,4502021Assets 2022: $1,339,025Liabilities 2022: $1,209Net Assets 2022: $1,337,8162022Assets 2024: $1,498,010Liabilities 2024: $1,573Net Assets 2024: $1,496,4372024

Highlighted filing

2019

Assets$1,203,087
Liabilities$1,599
Net Assets$1,201,488
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500KRevenue 2013: $464,163Expenses 2013: $485,932Net Income 2013: -$21,7692013Revenue 2014: $448,257Expenses 2014: $480,464Net Income 2014: -$32,2072014Revenue 2015: $432,721Expenses 2015: $473,975Net Income 2015: -$41,2542015Revenue 2016: $486,041Expenses 2016: $481,999Net Income 2016: $4,0422016Revenue 2018: $488,406Expenses 2018: $521,284Net Income 2018: -$32,8782018Revenue 2019: $491,913Expenses 2019: $526,688Net Income 2019: -$34,7752019Revenue 2021: $610,442Expenses 2021: $545,668Net Income 2021: $64,7742021Revenue 2022: $768,790Expenses 2022: $651,057Net Income 2022: $117,7332022Revenue 2024: $776,551Expenses 2024: $746,977Net Income 2024: $29,5742024

Highlighted filing

2019

Revenue$491,913
Expenses$526,688
Net Income-$34,775
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$590,419
Mission and Program Overview

Mission

To improve the lives of all ages through intergenerational care, training, and consultation

To improve the lives of all ages through intergenerational care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$569,509$649,162▲ $79,653
Prepaid Expenses and Deferred Charges$380,000$340,000▼ $40,000
Cash and Non-Interest-Bearing Accounts$161,969$186,838▲ $24,869
Land, Buildings, and Equipment, Net$38,391$27,087▼ $11,304
Total Assets$1,149,869$1,203,087▲ $53,218
Liabilities
Accounts Payable and Accrued Expenses$1,265$1,599▲ $334
Total Liabilities$1,265$1,599▲ $334
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,148,604$1,201,488▲ $52,884
Total Net Assets Fund Balance$1,148,604$1,201,488▲ $52,884
Total Liabilities and Net Assets / Fund Balance$1,149,869$1,203,087▲ $53,218

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,087$42,142$69,229
Leasehold Improvements-$12,912$12,912
Other Land Buildings-$10,823$10,823
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan FarrellExec DirectoFT$45,815$45,815

Board Members and Trustees

NameTitle
Melissa KidderPresident
Ron PfeifferBoard Membbe
Casey KleinBoard Member
Chad EdelBoard Member
Jeanette TateBoard Member
Tricia WoodlandBoard Member
Martha RotheySecretary
Kyle McgrawTreasurer
Ben SappVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$83,035
Program Service Revenue
$389,326
Investment Income
$19,552
Other Revenue
$0
All Other Contributions
$82,349
Change in Net Assets
$-34,775

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
Other Non Cash Contri Table1$74,720Comparable Rent
Total Noncash Contributions1$74,720-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$318,966
Other Expenses$207,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$245,853--$245,853
Occupancy$114,720--$114,720
Current Officers, Directors, Trustees, and Key Employees$45,815--$45,815
Payroll Taxes$27,298--$27,298
Depreciation Depletion$11,306--$11,306
All Other Expenses$9,349--$9,349
Advertising$9,041--$9,041
Fees for Service Investment Mgmnt Fees-$6,785-$6,785
Other Expenses$4,702--$4,702
Insurance$3,104$914-$4,018
Office Expenses$3,105--$3,105
Fees for Services Accounting-$2,600-$2,600
Information Technology$1,941--$1,941
Total Functional Expenses$516,389$10,299$0$526,688
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is provided to all finance committee members and approved prior to filing with the irs if possible. Approval by the finance committee is then made as a motion to the full board for approval.”

Form 990, Page 6, Part VI, Line 12C

“All members with decision making authority are required to disclose all known potential conflicts of interest and make all decisions solely for the best interest of the institute. If any conflicts arise that member is asked to recuse themselves from any discussion and possible vote related to the issue.”

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

“The institute has created a job description / review form which is completed and signed by the president. The board of trustees determines the executive director and officers (if applicable) compensation package after examining the results of the performance review.”

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

“The institute has created a job description / review form which is completed and signed by the president. The board of trustees determines the executive director and officers (if applicable) compensation package after examining the results of the performance review.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure and explanation documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Marilyn & Gordon Macklin
EIN
30-0109669
Phone
4194253043
Address
15100 BIRCHAVEN LANE, FINDLAY, OH 45840

Signing Officer

Name
Melissa Kidder
Title
President
Phone
4194253047
Signed
2020-11-10

Organization Details

Principal Officer
Melissa Kidder
Formed
2002
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
34

Preparer

Firm
Coward Pinski & Associates LLC
Address
101 W SANDUSKY ST STE 200, FINDLAY, OH 45840-3276
Preparer
Julie a Hoepf
Phone
4194250163
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05525
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt028499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083035
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073670
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017944
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt090096
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0380538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0403472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0399320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0325040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01897696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt090096
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95010
IRS990ScheduleA/PublicSupportPY509Pct00.94900
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05685
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0480904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0472205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0398710
IRS990ScheduleA/Total509Grp/TotalAmt02284977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0490582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0481170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0500294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0486373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0416654
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02375073
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/EquipmentGrp/BookValueAmt027087
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042142
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069229
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012912
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012912
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010823
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027087
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0RENT REDUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE RENT
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt074720
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0LINE 25 -THIS IS THE AMOUNT THAT DONOR IS GIFTING TO THE INSTITUTE FOR OCCUPANCY DURING THE CONTRACTUAL PERIOD.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 2, PART II
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO ALL FINANCE COMMITTEE MEMBERS AND APPROVED PRIOR TO FILING WITH THE IRS IF POSSIBLE. APPROVAL BY THE FINANCE COMMITTEE IS THEN MADE AS A MOTION TO THE FULL BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS WITH DECISION MAKING AUTHORITY ARE REQUIRED TO DISCLOSE ALL KNOWN POTENTIAL CONFLICTS OF INTEREST AND MAKE ALL DECISIONS SOLELY FOR THE BEST INTEREST OF THE INSTITUTE. IF ANY CONFLICTS ARISE THAT MEMBER IS ASKED TO RECUSE THEMSELVES FROM ANY DISCUSSION AND POSSIBLE VOTE RELATED TO THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INSTITUTE HAS CREATED A JOB DESCRIPTION / REVIEW FORM WHICH IS COMPLETED AND SIGNED BY THE PRESIDENT. THE BOARD OF TRUSTEES DETERMINES THE EXECUTIVE DIRECTOR AND OFFICERS (IF APPLICABLE) COMPENSATION PACKAGE AFTER EXAMINING THE RESULTS OF THE PERFORMANCE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTE HAS CREATED A JOB DESCRIPTION / REVIEW FORM WHICH IS COMPLETED AND SIGNED BY THE PRESIDENT. THE BOARD OF TRUSTEES DETERMINES THE EXECUTIVE DIRECTOR AND OFFICERS (IF APPLICABLE) COMPENSATION PACKAGE AFTER EXAMINING THE RESULTS OF THE PERFORMANCE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE AND EXPLANATION DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01203087
IRS990/TotalAssetsGrp/BOYAmt01149869
IRS990/TotalAssetsGrp/EOYAmt01203087
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083035
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010299
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0516389
IRS990/TotalFunctionalExpensesGrp/TotalAmt0526688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01265
IRS990/TotalLiabilitiesEOYAmt01599
IRS990/TotalLiabilitiesGrp/BOYAmt01265
IRS990/TotalLiabilitiesGrp/EOYAmt01599
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01148604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01201488
IRS990/TotalProgramServiceExpensesAmt0516389
IRS990/TotalProgramServiceRevenueAmt0389326
IRS990/TotalReportableCompFromOrgAmt045815
IRS990/TotalRevenueGrp/ExclusionAmt019552
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0389326
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0491913
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01149869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01203087
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015100 BIRCHAVEN LANE
IRS990/USAddress/CityNm0FINDLAY
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045840

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,203,087
Liabilities
$1,599
Net assets
$1,201,488
Revenue
$491,913
Expenses
$526,688
Net income
-$34,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.78$0.75$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.77$0.65$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.61$0.55$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.49$0.53$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.49$0.52$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.49$0.48$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.43$0.47$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.45$0.48$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.46$0.49$0.02