Civic Intelligence

The Marquette Manor Foundation Inc

990 • Fiscal year 2013 • EIN 31-1034374

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization ProfileN/A
8140 Township Line Road46260

(317) 698-4241

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,135,404

Up $214,045 (+23%) from 2012

Net Assets

Up

$1,125,273

Up $214,746 (+24%) from 2012

Liabilities

Down

$10,131

Down $701 (-6.5%) from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin79th percentile

Revenue

$291,230

No earlier filing loaded for comparison.

Expenses

Up

$224,317

Up $3,819 (+1.7%) from 2012

Net Income

$66,913

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $948,785Liabilities 2010: $14,780Net Assets 2010: $934,0052010Assets 2011: $834,143Liabilities 2011: $36,614Net Assets 2011: $797,5292011Assets 2012: $921,359Liabilities 2012: $10,832Net Assets 2012: $910,5272012Assets 2013: $1,135,404Liabilities 2013: $10,131Net Assets 2013: $1,125,2732013Assets 2014: $1,166,636Liabilities 2014: $54,852Net Assets 2014: $1,111,7842014Assets 2015: $1,111,531Liabilities 2015: $10,051Net Assets 2015: $1,101,4802015Assets 2016: $1,099,895Liabilities 2016: $6,026Net Assets 2016: $1,093,8692016Assets 2017: $1,274,034Liabilities 2017: $6,026Net Assets 2017: $1,268,0082017Assets 2018: $1,529,303Liabilities 2018: $51,176Net Assets 2018: $1,478,1272018Assets 2019: $1,891,035Liabilities 2019: $12,073Net Assets 2019: $1,878,9622019Assets 2020: $2,314,374Liabilities 2020: $8,057Net Assets 2020: $2,306,3172020Assets 2021: $2,646,084Liabilities 2021: $8,539Net Assets 2021: $2,637,5452021Assets 2022: $2,404,123Liabilities 2022: $8,406Net Assets 2022: $2,395,7172022Assets 2023: $2,673,184Liabilities 2023: $7,143Net Assets 2023: $2,666,0412023Assets 2024: $3,052,732Liabilities 2024: $7,338Net Assets 2024: $3,045,3942024

Highlighted filing

2013

Assets$1,135,404
Liabilities$10,131
Net Assets$1,125,273
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Expenses 2010: $220,1132010Expenses 2011: $219,9312011Expenses 2012: $220,4982012Revenue 2013: $291,230Expenses 2013: $224,317Net Income 2013: $66,9132013Revenue 2014: $255,888Expenses 2014: $226,003Net Income 2014: $29,8852014Revenue 2015: $271,375Expenses 2015: $225,224Net Income 2015: $46,1512015Revenue 2016: $255,144Expenses 2016: $229,321Net Income 2016: $25,8232016Revenue 2017: $302,804Expenses 2017: $230,521Net Income 2017: $72,2832017Revenue 2018: $629,725Expenses 2018: $222,859Net Income 2018: $406,8662018Revenue 2019: $366,521Expenses 2019: $244,709Net Income 2019: $121,8122019Revenue 2020: $516,989Expenses 2020: $231,538Net Income 2020: $285,4512020Revenue 2021: $639,211Expenses 2021: $245,055Net Income 2021: $394,1562021Revenue 2022: $394,667Expenses 2022: $241,169Net Income 2022: $153,4982022Revenue 2023: $252,419Expenses 2023: $235,496Net Income 2023: $16,9232023Revenue 2024: $498,125Expenses 2024: $242,914Net Income 2024: $255,2112024

Highlighted filing

2013

Revenue$291,230
Expenses$224,317
Net Income$66,913
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$386,341
Mission and Program Overview

Mission

Marquette manor foundation, inc. Was formed primarily to fund the residency cost of indigent elderly persons (hardship contributions) who reside in the marquette manor retirement facility. The foundation also supports marquette manor retirement facility through donations received for specific purposes as determined by the donor.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$854,945$1,095,079▲ $240,134
Savings and Temporary Cash Investments$58,375$40,325▼ $18,050
Land, Buildings, and Equipment, Net$7,299--
Accounts Receivable$740$0▼ $740
Total Assets$921,359$1,135,404▲ $214,045
Liabilities
Accounts Payable and Accrued Expenses$7,639$6,938▼ $701
Other Liabilities$3,193$3,193→ $0
Total Liabilities$10,832$10,131▼ $701
Net Assets / Fund Balance
Unrestricted Net Assets$910,527$1,125,273▲ $214,746
Total Net Assets Fund Balance$910,527$1,125,273▲ $214,746
Total Liabilities and Net Assets / Fund Balance$921,359$1,135,404▲ $214,045
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Kevin AlerdingPresident
Emily BrownVice President
Colonel Davy KneessyMember
Fred HofheinzMember
Gerald CowanMember
Joe IvcevichMember
John CrispMember
Marianne PriceMember
Mark VarnauMember
Stephanie KokeMember
William HasbrookMember
Pat CobbSecretary
Brian FordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$242,767
Program Service Revenue
$0
Investment Income
$48,463
Other Revenue
$0
All Other Contributions
$242,767
Change in Net Assets
$66,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$280,086
Revenue Not Reported on Financial Statements
$11,144
Revenue Not Reported on Form 990
$147,833
Total Revenue per Audited Statements
$427,919
Total Revenue per Form 990
$291,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$180,000
Other Expenses$44,317
Total Fundraising Expense$25,641
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$180,000--$180,000
Fees for Services Other--$25,641$25,641
Fees for Service Investment Mgmnt Fees-$11,144-$11,144
Fees for Services Accounting-$4,200-$4,200
Office Expenses-$2,325-$2,325
Insurance-$1,007-$1,007
Total Functional Expenses$180,000$18,676$25,641$224,317

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$224,317
Expenses per Audited Statements$213,173
Total Expenses per Audited Statements$213,173
Expenses Not Reported on Financial Statements$11,144
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
35-1393773-501(c)(3)Grants for Hardship Cases$180,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Marquette Manor$3,193
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 B, Line 11

“A draft of the 990 is reviewed by the corporate treasurer and/or finance committee. It is then presented to the board at a regular board meeting, where it is approved before submission.”

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

“Before any monetary transactions are completed, the corporate officers require that a conflict of interest disclosure form be submitted and approved by the board.”

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

“Executive director is paid by retirement living inc. And our organization reimburses retirement living inc. For half of the executive director's salary and related expenses.”

Form 990, Part VI, Section C, Line 19

“Any inquiries from the public are addressed by the executive director of retirement living, inc. (marquette manor) or the officers of the foundation.”

Filing and Contact Details

Filer

EIN
31-1034374
Phone
3176984241

Signing Officer

Name
Brian Ford
Title
Treasurer
Phone
3175721257
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Ford
Formed
1982
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Preparer
Angela N Crawford
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Development salary : program service expenses 0. Management and general expenses 0. Fundraising expenses 24,466. Total expenses 24,466. Fundraising expense : program service expenses 0. Management and general expenses 0. Fundraising expenses 1,175. Total expenses 1,175.”

Form 990, Part XII, Line 2C

“The organization has a committee that assumes responsibility for the oversight of the review of its financial statements, this process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is organized as a not-for-profit corporation under section 501(c)(3) of the internal revenue code. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the foundation and has concluded that as of december 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, the foundation is generally exempt from income taxes. However, the foundation is required to file federal form 990 - return of organization exempt from income tax, which is an informational return only.”

Raw XML AppendixShowing 400 of 424 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07639
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06938
IRS990/AccountsReceivableGrp/BOYAmt0740
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MARQUETTE MANOR FOUNDATION, INC. WAS FORMED PRIMARILY TO FUND THE RESIDENCY COST OF INDIGENT ELDERLY PERSONS (HARDSHIP CONTRIBUTIONS) WHO RESIDE IN THE MARQUETTE MANOR RETIREMENT FACILITY. THE FOUNDATION ALSO SUPPORTS MARQUETTE MANOR RETIREMENT FACILITY THROUGH DONATIONS RECEIVED FOR SPECIFIC PURPOSES AS DETERMINED BY THE DONOR.
IRS990/AllOtherContributionsAmt0242767
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10BRIAN FORD
IRS990/BooksInCareOfDetail/PhoneNum03175721257
IRS990/BooksInCareOfDetail/USAddress/AddressLine108140 TOWNSHIP LINE RD
IRS990/BooksInCareOfDetail/USAddress/City0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/State0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode046260
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0242767
IRS990/CYGrantsAndSimilarPaidAmt0180000
IRS990/CYInvestmentIncomeAmt048463
IRS990/CYOtherExpensesAmt044317
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt066913
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0224317
IRS990/CYTotalFundraisingExpenseAmt025641
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0291230
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HARDSHIP CONTRIBUTIONS FOR RESIDENCY COST OF INDIGENT ELDERLY PERSONS IN MARQUETTE MANOR RETIREMENT FACILITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0180000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04200
IRS990/FeesForServicesAccountingGrp/TotalAmt04200
IRS990/FeesForServicesOtherGrp/FundraisingAmt025641
IRS990/FeesForServicesOtherGrp/TotalAmt025641
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011144
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011144
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM HASBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm1GERALD COWAN
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN ALERDING
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN CRISP
IRS990/Form990PartVIISectionAGrp/PersonNm4COLONEL DAVY KNEESSY
IRS990/Form990PartVIISectionAGrp/PersonNm5EMILY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK VARNAU
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE KOKE
IRS990/Form990PartVIISectionAGrp/PersonNm8BRIAN FORD
IRS990/Form990PartVIISectionAGrp/PersonNm9FRED HOFHEINZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JOE IVCEVICH
IRS990/Form990PartVIISectionAGrp/PersonNm11PAT COBB
IRS990/Form990PartVIISectionAGrp/PersonNm12MARIANNE PRICE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt029645
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0180000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0180000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0180000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07299
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0117457
IRS990/GrossReceiptsAmt0386341
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01007
IRS990/InsuranceGrp/TotalAmt01007
IRS990/InvestmentIncomeGrp/ExclusionAmt018818
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018818
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0854945
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01095079
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07299
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt07299
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt087812
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MARQUETTE MANOR FOUNDATION, INC. WAS FORMED PRIMARILY TO FUND THE RESIDENCY COST OF INDIGENT ELDERLY PERSONS (HARDSHIP CONTRIBUTIONS) WHO RESIDE IN THE MARQUETTE MANOR RETIREMENT FACILITY. THE FOUNDATION ALSO SUPPORTS MARQUETTE MANOR RETIREMENT FACILITY THROUGH DONATIONS RECEIVED FOR SPECIFIC PURPOSES AS DETERMINED BY THE DONOR.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0910527
IRS990/NetAssetsOrFundBalancesEOYAmt01125273
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029645
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029645
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0147833
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02325
IRS990/OfficeExpensesGrp/TotalAmt02325
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt03193
IRS990/OtherLiabilitiesGrp/EOYAmt03193
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN FORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0210112
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0180000
IRS990/PYInvestmentIncomeAmt045530
IRS990/PYOtherExpensesAmt040498
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt035144
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220498
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0255642
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt066913
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058375
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0242767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0210112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0123636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt070992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0748422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019646
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033932
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039614
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0134406
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66290
IRS990ScheduleA/PublicSupportPY170Pct00.76030
IRS990ScheduleA/PublicSupportTotal170Amt0585231
IRS990ScheduleA/SubstantialContributorsTotAmt0163191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0242767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt070992
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0748422
IRS990ScheduleA/TotalSupportAmt0882828
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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011144
IRS990ScheduleD/ExpensesSubtotalAmt0213173
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011144
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011144
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0147833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR MARQUETTE MANOR
IRS990ScheduleD/RevenueNotReportedAmt0147833
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011144
IRS990ScheduleD/RevenueSubtotalAmt0280086
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0224317
IRS990ScheduleD/TotalLiabilityAmt03193
IRS990ScheduleD/TotalRevenuePerForm990Amt0291230
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0427919
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0213173
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0180000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANTS FOR HARDSHIP CASES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10RETIREMENT LIVING INC DBA MARQUETTE MANOR
IRS990ScheduleI/RecipientTable/RecipientEIN0351393773
IRS990ScheduleI/RecipientTable/USAddress/AddressLine108140 TOWNSHIP LINE ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/State0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode046260
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE USE OF GRANT FUNDS ARE MONITORED AT EACH BOARD MEETING WHEN THE MARQUETTE MANOR EXECUTIVE DIRECTOR PROVIDES A YEAR TO DATE ACCOUNTING ON THE TOTAL HARDSHIP CASES THAT ARE IN EXISTENCE AT THAT POINT IN TIME. THE BOARD CURRENTLY FUNDS A PORTION OF THE HARDSHIPS UP TO A MAXIMUM OF $15,000 PER MONTH. THE AMOUNT FUNDED REQUIRES BOARD APPROVAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS REVIEWED BY THE CORPORATE TREASURER AND/OR FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD AT A REGULAR BOARD MEETING, WHERE IT IS APPROVED BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE ANY MONETARY TRANSACTIONS ARE COMPLETED, THE CORPORATE OFFICERS REQUIRE THAT A CONFLICT OF INTEREST DISCLOSURE FORM BE SUBMITTED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR IS PAID BY RETIREMENT LIVING INC. AND OUR ORGANIZATION REIMBURSES RETIREMENT LIVING INC. FOR HALF OF THE EXECUTIVE DIRECTOR'S SALARY AND RELATED EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY INQUIRIES FROM THE PUBLIC ARE ADDRESSED BY THE EXECUTIVE DIRECTOR OF RETIREMENT LIVING, INC. (MARQUETTE MANOR) OR THE OFFICERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEVELOPMENT SALARY : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 24,466. TOTAL EXPENSES 24,466. FUNDRAISING EXPENSE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,175. TOTAL EXPENSES 1,175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS, THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0921359
IRS990/TotalAssetsEOYAmt01135404
IRS990/TotalAssetsGrp/BOYAmt0921359
IRS990/TotalAssetsGrp/EOYAmt01135404
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0242767
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt025641
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018676
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0180000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010832
IRS990/TotalLiabilitiesEOYAmt010131
IRS990/TotalLiabilitiesGrp/BOYAmt010832
IRS990/TotalLiabilitiesGrp/EOYAmt010131
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0910527
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01125273
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0180000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048463
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0291230
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0921359
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01135404
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0910527
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01125273
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine108140 TOWNSHIP LINE ROAD
IRS990/USAddress/City0INDIANAPOLIS
IRS990/USAddress/State0IN
IRS990/USAddress/ZIPCode046260
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,135,404
Liabilities
$10,131
Net assets
$1,125,273
Revenue
$291,230
Expenses
$224,317
Net income
$66,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.01$3.05$0.50$0.24$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.67$0.25$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.40$0.39$0.24$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.01$2.64$0.64$0.25$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.31$0.52$0.23$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.37$0.24$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.05$1.48$0.63$0.22$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.27$0.30$0.23$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.26$0.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.27$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.05$1.11$0.26$0.23$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.29$0.22$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.91$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.04$0.80$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.01$0.93$0.22