Civic Intelligence

Marian Manor Inc.

990 • Fiscal year 2017 • EIN 31-1497213

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 30, 2017

2911 S 4th StLouisville, KY 40208-1303

(502) 491-2422

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

25th percentile

-4.2%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

9.0%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$905,384

Down $39,484 (-4.2%) from 2016

Net Assets

Down

$894,645

Down $33,323 (-3.6%) from 2016

Liabilities

Down

$10,739

Down $6,161 (-36%) from 2016

Revenue

Up

$118,013

Up $9,785 (+9.0%) from 2016

Expenses

Up

$151,336

Up $7,134 (+4.9%) from 2016

Net Income

Up

-$33,323

Up $2,651 (+7.4%) from 2016

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 2011: $1,143,364Liabilities 2011: $6,100Net Assets 2011: $1,137,2642011Assets 2012: $1,109,735Liabilities 2012: $6,142Net Assets 2012: $1,103,5932012Assets 2013: $1,052,311Liabilities 2013: $10,012Net Assets 2013: $1,042,2992013Assets 2014: $1,013,615Liabilities 2014: $9,122Net Assets 2014: $1,004,4932014Assets 2015: $974,125Liabilities 2015: $10,183Net Assets 2015: $963,9422015Assets 2016: $944,868Liabilities 2016: $16,900Net Assets 2016: $927,9682016Assets 2017: $905,384Liabilities 2017: $10,739Net Assets 2017: $894,6452017Assets 2018: $852,501Liabilities 2018: $16,809Net Assets 2018: $835,6922018Assets 2019: $807,408Liabilities 2019: $8,919Net Assets 2019: $798,4892019Assets 2020: $781,817Liabilities 2020: $7,090Net Assets 2020: $774,7272020Assets 2021: $750,326Liabilities 2021: $7,186Net Assets 2021: $743,1402021Assets 2022: $732,371Liabilities 2022: $19,175Net Assets 2022: $713,1962022Assets 2023: $660,052Liabilities 2023: $44,329Net Assets 2023: $615,7232023Assets 2024: $634,031Liabilities 2024: $68,882Net Assets 2024: $565,1492024Assets 2025: $597,241Liabilities 2025: $39,140Net Assets 2025: $558,1012025

Highlighted filing

2017

Assets$905,384
Liabilities$10,739
Net Assets$894,645

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $121,5282011Expenses 2012: $126,7152012Expenses 2013: $158,1982013Revenue 2014: $97,292Expenses 2014: $135,098Net Income 2014: -$37,8062014Revenue 2015: $98,935Expenses 2015: $139,486Net Income 2015: -$40,5512015Revenue 2016: $108,228Expenses 2016: $144,202Net Income 2016: -$35,9742016Revenue 2017: $118,013Expenses 2017: $151,336Net Income 2017: -$33,3232017Revenue 2018: $116,689Expenses 2018: $175,642Net Income 2018: -$58,9532018Revenue 2019: $134,150Expenses 2019: $171,353Net Income 2019: -$37,2032019Revenue 2020: $145,538Expenses 2020: $169,300Net Income 2020: -$23,7622020Revenue 2021: $143,693Expenses 2021: $175,280Net Income 2021: -$31,5872021Revenue 2022: $145,375Expenses 2022: $175,319Net Income 2022: -$29,9442022Revenue 2023: $140,658Expenses 2023: $238,131Net Income 2023: -$97,4732023Revenue 2024: $159,392Expenses 2024: $209,966Net Income 2024: -$50,5742024Revenue 2025: $183,102Expenses 2025: $190,150Net Income 2025: -$7,0482025

Highlighted filing

2017

Revenue$118,013
Expenses$151,336
Net Income-$33,323
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 30, 2017
Return Version
2016v3.1
Gross Receipts
$118,013
Mission and Program Overview

Mission

Residential rental of apartments to low and moderate income families subsidized by governmental programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$856,762$823,603▼ $33,159
Savings and Temporary Cash Investments$82,529$78,107▼ $4,422
Accounts Receivable$4,166$2,399▼ $1,767
Prepaid Expenses and Deferred Charges$1,215$1,215→ $0
Cash and Non-Interest-Bearing Accounts$196$60▼ $136
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$944,868$905,384▼ $39,484
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$16,900$10,739▼ $6,161
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,900$10,739▼ $6,161
Net Assets / Fund Balance
Unrestricted Net Assets$927,968$894,645▼ $33,323
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$927,968$894,645▼ $33,323
Total Liabilities and Net Assets / Fund Balance$944,868$905,384▼ $39,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$751,603$574,755$1,326,358
Land$72,000-$72,000
Equipment-$32,400$32,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia WalesChair
Steven BogusVice Chair/treasurer
Brenda StricklandDirector
David DutschkeDirector
John JudieDirector
Sheila KellySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$117,958
Investment Income
$55
Other Revenue
$0
Change in Net Assets
$-33,323

Audited Revenue Reconciliation

Revenue per Audited Statements
$118,013
Total Revenue per Audited Statements
$118,013
Total Revenue per Form 990
$118,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$33,159--$33,159
Fees for Services Management$26,849--$26,849
All Other Expenses$2,352$15,269-$17,621
Other Expenses$8,513--$8,513
Fees for Services Accounting-$4,200-$4,200
Total Functional Expenses$131,867$19,469$0$151,336

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$151,336
Total Expenses per Audited Statements$151,336
Total Expenses per Form 990$151,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
Filing and Contact Details

Filer

Filer Name
Marian Manor Inc
EIN
31-1497213
In Care Of
% FRANKLIN ASSET MANAGEMENT CO
Phone
5024912422
Address
2911 S 4TH ST, LOUISVILLE, KY 40208-1303

Signing Officer

Name
David Dutschke
Title
Director
Phone
5024912422
Signed
2017-12-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Bogus
Formed
1996
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Miller Mayer Sullivan & Stevens Llp
Address
2365 HARRODSBURG RD STE A-100, LEXINGTON, KY 40504-3399
Preparer
Michael G Taylor CPA
Phone
8592233095
Supplemental Narrative

Additional Explanations

Page 1, Item F Principal Officer

Steven e bogus is treasurer of the corporation

Form 990 Part IX Line 24 - Other Expenses

Description:management fees total expenses:15269 management and general:15269

Form 990 Part IX Line 24 - Other Expenses

Description:supplies total expenses:2352 program services:2352

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0117958
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0144202
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0108192
IRS990/PYRevenuesLessExpensesAmt0-35974
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0144202
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0108228
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-33323
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0117958
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082529
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078107
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0108192
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt098899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt097255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0519167
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0205
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00052
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99948
IRS990ScheduleA/PublicSupportTotal509Amt0519167
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096863
IRS990ScheduleA/Total509Grp/TotalAmt0519167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0108228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096904
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0519372
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0751603
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0574755
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01326358
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032400
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032400
IRS990ScheduleD/ExpensesSubtotalAmt0151336
IRS990ScheduleD/LandGrp/BookValueAmt072000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt072000
IRS990ScheduleD/RevenueSubtotalAmt0118013
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0823603
IRS990ScheduleD/TotalExpensesPerForm990Amt0151336
IRS990ScheduleD/TotalRevenuePerForm990Amt0118013
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0118013
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0151336
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEVEN E BOGUS IS TREASURER OF THE CORPORATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION:MANAGEMENT FEES TOTAL EXPENSES:15269 MANAGEMENT AND GENERAL:15269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION:SUPPLIES TOTAL EXPENSES:2352 PROGRAM SERVICES:2352
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1, ITEM F PRINCIPAL OFFICER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART IX LINE 24 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART IX LINE 24 - OTHER EXPENSES
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0944868
IRS990/TotalAssetsEOYAmt0905384
IRS990/TotalAssetsGrp/BOYAmt0944868
IRS990/TotalAssetsGrp/EOYAmt0905384
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019469
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131867
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151336
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016900
IRS990/TotalLiabilitiesEOYAmt010739
IRS990/TotalLiabilitiesGrp/BOYAmt016900
IRS990/TotalLiabilitiesGrp/EOYAmt010739

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.56$0.18$0.19$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.07$0.57$0.16$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.04$0.62$0.14$0.24$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$0.15$0.18$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.01$0.74$0.14$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$0.15$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.13$0.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.02$0.84$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.89$0.12$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.93$0.11$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.10$0.14$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.01$1.04$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.01$1.10$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.01$1.14$0.12