Civic Intelligence

Marilyn & Gordon Macklin Intergenerational Institute Inc.

990 • Fiscal year 2020 • EIN 30-0109669

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

43rd percentile

2.2%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$45,320

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

5.1%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-3.2%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,264,446

Up $61,359 (+5.1%) from 2019

Net Assets

Up

$1,262,900

Up $61,412 (+5.1%) from 2019

Liabilities

Down

$1,546

Down $53 (-3.3%) from 2019

Revenue

Down

$476,387

Down $15,526 (-3.2%) from 2019

Expenses

Down

$465,938

Down $60,750 (-12%) from 2019

Net Income

Up

$10,449

Up $45,224 (+130%) from 2019

Historical Trend

Balance Sheet Trend

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 2020: $1,264,446Liabilities 2020: $1,546Net Assets 2020: $1,262,9002020Assets 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

2020

Assets$1,264,446
Liabilities$1,546
Net Assets$1,262,900

Operations Trend

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 2020: $476,387Expenses 2020: $465,938Net Income 2020: $10,4492020Revenue 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

2020

Revenue$476,387
Expenses$465,938
Net Income$10,449
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.0
Gross Receipts
$751,014
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$649,162$702,476▲ $53,314
Prepaid Expenses and Deferred Charges$340,000$300,000▼ $40,000
Cash and Non-Interest-Bearing Accounts$186,838$242,746▲ $55,908
Land, Buildings, and Equipment, Net$27,087$19,224▼ $7,863
Total Assets$1,203,087$1,264,446▲ $61,359
Liabilities
Accounts Payable and Accrued Expenses$1,599$1,546▼ $53
Total Liabilities$1,599$1,546▼ $53
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,201,488$1,262,900▲ $61,412
Total Net Assets Fund Balance$1,201,488$1,262,900▲ $61,412
Total Liabilities and Net Assets / Fund Balance$1,203,087$1,264,446▲ $61,359

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,224$50,005$69,229
Leasehold Improvements-$12,912$12,912
Other Land Buildings-$10,823$10,823
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan FarrellExec DirectoFT$45,320$45,320

Board Members and Trustees

NameTitle
Chad EdelPresident
Aaron RiderBoard Member
Ben SappBoard Member
Casey KleinBoard Member
Dionne NeubauerBoard Member
Jeanette TateBoard Member
Tricia WoodlandBoard Member
Melissa KidderSecretary
Kyle McgrawTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,023
Program Service Revenue
$315,438
Investment Income
$29,926
Other Revenue
$0
All Other Contributions
$85,108
Change in Net Assets
$10,449

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$77,592Comparable Rent
Total Noncash Contributions1$77,592-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$302,314
Other Expenses$163,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$226,825--$226,825
Occupancy$117,592--$117,592
Current Officers, Directors, Trustees, and Key Employees$45,320--$45,320
Payroll Taxes$30,169--$30,169
Depreciation Depletion$7,864--$7,864
Fees for Services Accounting-$7,575-$7,575
Fees for Service Investment Mgmnt Fees-$6,791-$6,791
Other Expenses$6,607--$6,607
Insurance$3,153$914-$4,067
Office Expenses$3,634--$3,634
Advertising$2,900--$2,900
Information Technology$818--$818
All Other Expenses$-32,369--$-32,369
Total Functional Expenses$450,658$15,280$0$465,938
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
Chad Edel
Title
President
Phone
4194253047
Signed
2021-10-28

Organization Details

Principal Officer
Chad Edel
Formed
2002
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
31

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/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0131023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt072885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0444634
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019390
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014168
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt084993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0315438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0389326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0380538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0403472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0399320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01888094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt084993
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95290
IRS990ScheduleA/PublicSupportPY509Pct00.95010
IRS990ScheduleA/PublicSupportTotal509Amt02303942
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05812
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05685
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05675
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05822
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt028786
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0446461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0472361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0460797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0480904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0472205
IRS990ScheduleA/Total509Grp/TotalAmt02332728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0459302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0490582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0481170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0500294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0486373
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02417721
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/BookValueAmt019224
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050005
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069229
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012912
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012912
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010823
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019224
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0RENT REDUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE RENT
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt077592
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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01203087
IRS990/TotalAssetsEOYAmt01264446
IRS990/TotalAssetsGrp/BOYAmt01203087
IRS990/TotalAssetsGrp/EOYAmt01264446
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0131023
IRS990/TotalEmployeeCnt031
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015280
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0450658
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01599
IRS990/TotalLiabilitiesEOYAmt01546
IRS990/TotalLiabilitiesGrp/BOYAmt01599
IRS990/TotalLiabilitiesGrp/EOYAmt01546
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01201488
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01262900
IRS990/TotalProgramServiceExpensesAmt0450658
IRS990/TotalProgramServiceRevenueAmt0315438
IRS990/TotalReportableCompFromOrgAmt045320
IRS990/TotalRevenueGrp/ExclusionAmt029926
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0315438
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0476387
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01203087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01264446
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015100 BIRCHAVEN LANE
IRS990/USAddress/CityNm0FINDLAY
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045840

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