Civic Intelligence

Marion County Children'S Home Endowment Fund Inc

990EZ • Fiscal year 2016 • EIN 31-1031968

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 06, 2017

1680 Marion-waldo RoadMarion, OH 43302-7426

(740) 389-2317

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

3rd percentile

-174%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$494,004

Up $8,748 (+1.8%) from 2015

Net Assets

Up

$494,004

Up $8,748 (+1.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$2,348

Up $899 (+62%) from 2015

Expenses

Up

$6,438

Up $2,624 (+69%) from 2015

Net Income

Down

-$4,090

Down $1,725 (-73%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $401,068Net Assets 2010: $401,0682010Assets 2012: $499,830Net Assets 2012: $499,8302012Assets 2013: $489,764Net Assets 2013: $489,7642013Assets 2014: $494,620Net Assets 2014: $494,6202014Assets 2015: $485,256Net Assets 2015: $485,2562015Assets 2016: $494,004Net Assets 2016: $494,0042016Assets 2017: $505,222Liabilities 2017: $0Net Assets 2017: $505,2222017Assets 2018: $438,450Liabilities 2018: $0Net Assets 2018: $438,4502018Assets 2020: $562,843Liabilities 2020: $0Net Assets 2020: $562,8432020Assets 2021: $608,828Liabilities 2021: $0Net Assets 2021: $608,8282021Assets 2024: $623,477Liabilities 2024: $0Net Assets 2024: $623,4772024

Highlighted filing

2016

Assets$494,004
Liabilities-
Net Assets$494,004

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $2,839Expenses 2010: $5,134Net Income 2010: -$2,2952010Revenue 2012: $2,152Expenses 2012: $7,666Net Income 2012: -$5,5142012Revenue 2013: $2,600Expenses 2013: $27,798Net Income 2013: -$25,1982013Revenue 2014: $6,771Expenses 2014: $5,066Net Income 2014: $1,7052014Revenue 2015: $1,449Expenses 2015: $3,814Net Income 2015: -$2,3652015Revenue 2016: $2,348Expenses 2016: $6,438Net Income 2016: -$4,0902016Revenue 2017: $1,265Expenses 2017: $28,401Net Income 2017: -$27,1362017Revenue 2018: $13,505Expenses 2018: $37,004Net Income 2018: -$23,4992018Revenue 2020: $12,115Expenses 2020: $4,070Net Income 2020: $8,0452020Revenue 2021: $51,966Expenses 2021: $9,894Net Income 2021: $42,0722021Revenue 2024: $42,208Expenses 2024: $13,489Net Income 2024: $28,7192024

Highlighted filing

2016

Revenue$2,348
Expenses$6,438
Net Income-$4,090
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$2,348
Mission and Program Overview

Mission

Promotion of child welfare in marion county ohio

Program Services

DescriptionGrantsExpenses
FUNDS FOR SUPPORT OF MARION COUNTY CHILDRENS SERVICES$4,920$4,920
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS LUCASPres-$0--
DAN DOWNESTreasurer-$0--
JOE MORMANVP-$0--
JACQUE RINGERSecretary-$0--
MARILYNN CARVERTrustee-$0--
BARBIE SLONETrustee-$0--
PAT TELFERTrustee-$0--
JEAN REASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
MARION COUNTY CHILDREN'S HOME
EIN
31-1031968
Phone
7403892317
Address
1680 MARION-WALDO ROAD, MARION, OH 43302-7426

Signing Officer

Name
Dan Downes
Title
Treasurer
Signed
2017-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Holbrook & Manter Inc
Address
181 E CENTER ST, MARION, OH 43302-3813
Preparer
Bradley H Ridge CPA
Phone
7403878620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 590 attorney general 100 bank fee 33 total 723

Form 990-ez, Part I, Line 20

Change in community foundation balance 12,838

Form 990-ez, Part II

Includes 244,584 marion community foundation assets 31-4446189

Form 990-ez, Part II, Line 24

Federal tax receivable 204 0 total 204 0

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAN DOWNES
IRS990EZ/BooksInCareOfDetail/PhoneNum07403894030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01680 MARION-WALDO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0485052
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IRS990EZ/ExcessOrDeficitForYearAmt0-4090
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOIS LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN DOWNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE MORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUE RINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARILYNN CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBIE SLONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAT TELFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEAN REAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0204
IRS990EZ/OtherChangesInNetAssetsAmt012838
IRS990EZ/OtherExpensesTotalAmt0723
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF CHILD WELFARE IN MARION COUNTY OHIO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS FOR SUPPORT OF MARION COUNTY CHILDRENS SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04920
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04920
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06438
IRS990EZ/TotalProgramServiceExpensesAmt04920
IRS990EZ/TotalRevenueAmt02348
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MARION COUNTY CHILDREN'S HOME ENDOWMENT FUND, INC. WAS FORMED IN 1954 TO PROMOTE CHILD WELFARE IN MARION COUNTY, OHIO INCLUDING SUPPORT FOR THE MARION COUNTY CHILDREN'S HOME. HOWEVER, THE PURPOSE DID NOT INCLUDE PAYING ANY OPERATIONAL OR MAINTENANCE OF THE MARION COUNTY CHILDREN'S HOME OR IT'S PROGRAM OR SUCH COSTS OF THE SUCCESSORS. THE MARION COUNTY CHILDREN SERVICES BOARD EIN 31-6400076 IS THE SUCCESSOR OF THE MARION COUNTY CHILDREN'S HOME. IT HAS BEEN DETERMINED THAT, ALTHOUGH THE ENDOWMENT FUND ONLY USES THEIR FUNDS TO SUPPORT THE MARION COUNTY CHILDREN'S SERVICES BOARD,THE BOARD MEMBERS OF THE ENDOWMENT FUND ARE COMPLETELY SEPARATE FROM THE MARION COUNTY COUNTY CHILDREN'S SERVICES BOARD AND THERE IS NO OVERSIGHT OR CONTROL. ALSO, THE BYLAWS OF THE MARION COUNTY CHILDREN'S ENDOWMENT FUND BOARD REQUIRE THAT THE MARION COUNTY CHILDREN'S SERVICES BOARD MUST MAKE A REQUEST TO THE ENDOWMENT FUND FOR ITEMS (GENERALLY SPECIAL ITEMS THAT THE MARION COUNTY CHILDREN'S SERVICES BOARD WOULD NOT DO THEMSELVES) WITH A DIRECT CONNECTION TO CHILDREN'S SERVICES AND THAT ENDOWMENT FUND RESERVES THE RIGHT TO REFUSE ANY PROJECTS BY A MAJORITY VOTE. IN PRIOR YEARS THE MARION COUNTY CHILDREN'S HOME ENDOWMENT FUND HAS FILED AS A TYPE I SUPPORTING ORGANIZATION. BASED ON THE ABOVE EXPLANATION, IT HAS BEEN DETERMINED THAT THEY DO NOT QUALIFY AS A TYPE I SUPPORTING ORGANIZATION AND, MOST LIKELY, DO NOT QUALIFY AS A SUPPORTING ORGANIZATION AT ALL. HOWEVER, THEY DO QUALIFY AS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM THE GENERAL PUBLIC. ACCORDINGLY, SCHEDULE A PART I, LINE 7 HAS BEEN CHECKED AND PART II HAS BEEN UPDATED FOR PRIOR YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75840
IRS990ScheduleA/PublicSupportPY170Pct00.96190
IRS990ScheduleA/PublicSupportTotal170Amt011532
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011532
IRS990ScheduleA/TotalSupportAmt015205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 590 ATTORNEY GENERAL 100 BANK FEE 33 TOTAL 723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN COMMUNITY FOUNDATION BALANCE 12,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCLUDES 244,584 MARION COMMUNITY FOUNDATION ASSETS 31-4446189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEDERAL TAX RECEIVABLE 204 0 TOTAL 204 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN DOWNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION COUNTY CHILDREN'S HOME
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0311031968
ReturnHeader/Filer/PhoneNum07403892317
ReturnHeader/Filer/USAddress/AddressLine1Txt01680 MARION-WALDO ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0433027426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDAA69C8E48286D7E8E77F86895B9B0F57C8F28A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0977CFCB9C685DC8DED6EB91A22541EBE6B77B20C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310998651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLBROOK & MANTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 E CENTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0433023813
ReturnHeader/PreparerPersonGrp/PhoneNum07403878620
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY H RIDGE CPA
ReturnHeader/ReturnTs02017-11-10T13:14:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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