Civic Intelligence

Marion Community Foundation

990 • Fiscal year 2015 • EIN 31-4446189

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 06, 2016

Organization Profilewww.marioncommunityfoundation.org

View Organization Page

504 S State StreetMarion, OH 43302

(740) 387-9704

Siviq Scores

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

Liabilities / Assets

31st percentile

0.11x

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

2.17x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

7th percentile

-28%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

10th percentile

$86,199

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

18th percentile

-4.5%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-56%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$40,221,519

Down $1,911,431 (-4.5%) from 2014

Net Assets

Down

$35,953,442

Down $1,994,781 (-5.3%) from 2014

Liabilities

Up

$4,268,077

Up $83,350 (+2.0%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin7th percentile

Revenue

Down

$1,966,843

Down $2,473,013 (-56%) from 2014

Expenses

Up

$2,518,941

Up $351,079 (+16%) from 2014

Net Income

Down

-$552,098

Down $2,824,092 (-124%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80M$60M$40M$20M$0Assets 2010: $30,967,257Liabilities 2010: $1,441,828Net Assets 2010: $29,525,4292010Assets 2012: $37,433,438Liabilities 2012: $3,258,136Net Assets 2012: $34,175,3022012Assets 2014: $42,132,950Liabilities 2014: $4,184,727Net Assets 2014: $37,948,2232014Assets 2015: $40,221,519Liabilities 2015: $4,268,077Net Assets 2015: $35,953,4422015Assets 2016: $38,939,429Liabilities 2016: $4,501,084Net Assets 2016: $34,438,3452016Assets 2017: $41,936,738Liabilities 2017: $4,573,303Net Assets 2017: $37,363,4352017Assets 2018: $44,405,420Liabilities 2018: $4,923,321Net Assets 2018: $39,482,0992018Assets 2020: $51,237,514Liabilities 2020: $5,305,285Net Assets 2020: $45,932,2292020Assets 2021: $64,197,351Liabilities 2021: $6,299,246Net Assets 2021: $57,898,1052021Assets 2022: $55,629,466Liabilities 2022: $5,597,959Net Assets 2022: $50,031,5072022Assets 2025: $74,988,351Liabilities 2025: $6,667,514Net Assets 2025: $68,320,8372025

Highlighted filing

2015

Assets$40,221,519
Liabilities$4,268,077
Net Assets$35,953,442
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $870,6092010Expenses 2012: $1,483,6262012Revenue 2014: $4,439,856Expenses 2014: $2,167,862Net Income 2014: $2,271,9942014Revenue 2015: $1,966,843Expenses 2015: $2,518,941Net Income 2015: -$552,0982015Revenue 2016: $1,198,580Expenses 2016: $1,931,288Net Income 2016: -$732,7082016Revenue 2017: $2,256,023Expenses 2017: $1,967,641Net Income 2017: $288,3822017Revenue 2018: $4,000,510Expenses 2018: $2,228,170Net Income 2018: $1,772,3402018Revenue 2020: $2,977,971Expenses 2020: $2,687,926Net Income 2020: $290,0452020Revenue 2021: $9,905,299Expenses 2021: $2,696,026Net Income 2021: $7,209,2732021Revenue 2022: $6,217,153Expenses 2022: $3,199,498Net Income 2022: $3,017,6552022Revenue 2025: $7,081,739Expenses 2025: $3,522,139Net Income 2025: $3,559,6002025

Highlighted filing

2015

Revenue$1,966,843
Expenses$2,518,941
Net Income-$552,098
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 6, 2016
Return Version
2014v6.0
Gross Receipts
$1,966,843
Mission and Program Overview

Mission

The Marion Community Foundation is dedicated to fostering philanthropy consistent with community values by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors.

The Marion Community Foundation is organized exclusively for charitable, scientific, literary, and educational purposes. The Marion Community Foundation is dedicated to fostering philanthropy by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,540,943$39,819,661▼ $1,721,282
Savings and Temporary Cash Investments$577,444$386,977▼ $190,467
Prepaid Expenses and Deferred Charges$8,167$8,607▲ $440
Land, Buildings, and Equipment, Net$6,396$6,274▼ $122
Total Assets$42,132,950$40,221,519▼ $1,911,431
Liabilities
Other Liabilities$3,450,434$3,882,610▲ $432,176
Grants Payable$711,461$374,103▼ $337,358
Accounts Payable and Accrued Expenses$15,004$11,364▼ $3,640
Escrow Account Liability$7,828--
Total Liabilities$4,184,727$4,268,077▲ $83,350
Net Assets / Fund Balance
Unrestricted Net Assets$37,948,223$35,953,442▼ $1,994,781
Total Net Assets Fund Balance$37,948,223$35,953,442▼ $1,994,781
Total Liabilities and Net Assets / Fund Balance$42,132,950$40,221,519▼ $1,911,431

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,274$-11,420$12,343

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$38,123,289$649,719▼ $300,625$287,704$35,953,442
2013$35,285,441$497,179▲ $4,333,465$184,794$37,948,223
2012$34,175,305$648,750▲ $2,367,587$516,407$35,285,441
2011$34,744,898$937,643▼ $23,606$502,057$34,175,305
2010$29,525,431$2,820,230▲ $3,835,451$449,779$34,744,898
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean JacobPresident/CEOFT$86,199$86,199

Board Members and Trustees

NameTitle
Dr Charles GarvinChairman
Susan BrownPast Chair
Nicole WorkmanDirector/Vice Chair
Dan KigerDirector
Deborah AlspachDirector
Dr James BarneyDirector
Dr Scott YanceyDirector
Kathy GoodmanDirector
Kim StarkDirector
Larry GeisslerDirector
Lowell ThurstonDirector
Ted GrahamDirector
Tom Clark IIIDirector
Megan QueenDirector/Secretary
John BartramDirector/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$643,187
Program Service Revenue
$0
Investment Income
$1,317,124
Other Revenue
$6,532
All Other Contributions
$643,187
Change in Net Assets
$-552,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,966,843
Revenue Not Reported on Form 990
$-1,617,750
Total Revenue per Audited Statements
$349,093
Total Revenue per Form 990
$1,966,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,902,448
Other Expenses$405,478
Salaries, Compensation, and Employee Benefits$211,015
Total Fundraising Expense$18,289
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,902,448--$1,902,448
Fees for Service Investment Mgmnt Fees-$245,577-$245,577
Other Salaries and Wages$47,957$43,353-$91,310
Current Officers, Directors, Trustees, and Key Employees$56,029$21,550$8,620$86,199
Advertising$36,171-$1,904$38,075
Fees for Services Accounting$21,533$7,691$1,538$30,762
Information Technology$18,897$6,748$1,350$26,995
Occupancy$16,206$5,788$1,158$23,152
Other Employee Benefits$12,230$4,368$873$17,471
Payroll Taxes$9,657$3,449$689$13,795
Office Expenses$6,683$2,387$477$9,547
Insurance$5,934$2,119$424$8,477
Other Expenses$2,808$1,003$200$4,011
Conferences and Meetings$1,849$661$132$2,642
Pension Plan Contributions$1,568$560$112$2,240
Travel$1,427$510$102$2,039
Depreciation Depletion$881$315$63$1,259
Total Functional Expenses$2,151,337$349,315$18,289$2,518,941

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,518,941
Total Expenses per Audited Statements$2,518,941
Total Expenses per Form 990$2,518,941
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palace Cultural Arts AssocMarion, OH501 c 3charitable purpose support$281,308
Harding Home State MemorialMarion, OH501 c 3charitable purpose$227,900
Marion Family YMCAMarion, OH501 c 3support$189,397
Center St Health CenterMarion, OH501 c 3support$155,150
Boys & Girls Club of MarionMarion, OH501 c3charitable purposes$56,000
Ohio State University MarionMarion, OH501 c3charitable purpose$52,110
Marion Area Counseling CenterMarion, OH501 c 3support$49,905
Prairie Parks FoundationMarion, OH501 c 3support$46,334
Marion MattersMarion, OH501 c 3support$40,250
Salvation ArmyMarion, OH501 c 3charitable purpose$39,550
Rushmore AcademyMarion, OH501 c3charitable purposes$37,500
Emanuel Lutheran ChurchMarion, OH501 c3charitable purpose$32,975
Ohio Heartland CommissonMarion, OH501 c 3charitable purpose$31,000
I Can Center of ExcellenceMarion, OH501 c 3support$28,977
Marion Area Humane SocietyMarion, OH501 c 3support$27,950
Marion Technical CollegeMarion, OH501 c3charitable purpose$23,260
Epworth United MethodistMarion, OH501 c3charitable purpose$18,362
Marion County Historical SocMarion, OH501 c 3support$16,250
Turning PointMarion, OH501 c 3charitable purpose$15,487
Mid Ohio Food BankGrove City, OH501 c 3charitable purpose$15,000
Stengel True MuseumMarion, OH501 c 3support$14,250
Centenary United MethodistCutler, OH501 c3support$14,000
Central Christian ChurchMarion, OH501 c3support$14,000
Mobile Meals of Marion CtyMarion, OH501 c 3charitable purpose$14,000
Columbus Jewish FoundationColumbus, OH501 c 3charitable purpose$10,566
Royal Family Kids CampMarion, OH501 c 3charitable purposes$10,000
Marion ShelterMarion, OH501 c 3charitable purposes$9,100
ALS AssociationColumbus, OH501 c 3charitable purposes$7,478
Trinity Baptist ChurchMarion, OH501 c3charitable purpose$7,225
United Way of Marion CtyMarion, OH501 c 3charitable purpose$6,680
Marion Speech & Hearing CntrMarion, OH501 c 3charitable purpose$6,550
Marion Crawford ADAMHMarion, OH501 c 3charitable purpose$5,300
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
Federal income taxes$3,882,610
Agency Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 11B

“A copy of form 990 is provided to each member of the organizations Board of Directors for review either by paper or electronically. Each board member is asked to review the draft and encouraged to ask questions. At a scheduled board meeting prior to the due date of the form 990, the board approves the 990 for submission to the IRS.”

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

“Each year a committee composed of selected board members conducts a job performance review of the President/CEO. They gather comments from the entire board of directors, consult nationwide surveys of other foundations, and submit written questions to the President/CEO. The committee reviews the data and information, deliberates, and formulates recommendations for the entire board of directors to determine the President/CEOs compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflict of interest policies are available to the public at the organizations office upon request. The financial statements per the year-end audit are available to the public on the organizations website.”

Filing and Contact Details

Filer

Filer Name
Marion Community Foundation
EIN
31-4446189
Phone
7403879704
Address
504 S STATE STREET, MARION, OH 43302

Signing Officer

Name
Dean Jacob
Title
President CEO
Signed
2016-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean L Jacob
Formed
1998
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
25

Preparer

Firm
Diane Mault Tax Service
Address
2705 Marion Waldo Rd, Marion, OH 43302
Preparer
Diane Mault
Phone
7403892435
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“During the fiscal year 2015 it was discovered that certain third party contributions made in prior years were included within agency fund liabilities. As a result, agency fund liabilities and net assets for the period beginning Jund 30, 2014 were misstated by an immaterial amount. To correct this error, 175,066 was removed from agency liabilities as presented on June 30, 2014 statement of financial position and 175,066 was added to opening unrestricted net assets.”

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

“Each year the directors are ask to provide any information that might indicate a conflict of interest with their involvement in their duties as directors of the Board. Also, at each board meeting, directors are ask to disclose if they have a conflict of interest with voting on any item on the agenda.”

Financial Statement Notes

V 4

“The intended use of the enodwment funds is to enhance the quality of life for the Marion, Ohio area by fostering philanthropy and providing a vehicle for giving through various charitable grants and scholarships.”

X 1

“The Foundation follows ASC No 958-325-25 Recognition Not-For-Profit topic which states that a transfer of assets in which the resource provider specifies itself as the beneficiary, the transaction is not a contribution and shall be recorded as a liability even if variance power has been explicitly granted to the recipient organization. Accordingly, the Foundaion recognizes funds contributed to organizational endowment funds by the beneficiary as agent liabilities.”

X 2

“The Foundation has been determined by the Internal Revenue Service to be exempt from Federal Income taxes as a nonprofit organization under Section 501c3 of the Internal Revenue Code and classified by the Interna Revenue Service Code as other than a private foundation and, as a result a provision for taxes is not required, The Foundation follows ASC No. 740-10 Accounting for Uncertainity in Income Taxes”

IV 2B

“In order to close a trust that was contributing to our organization, we agreed to hold in escrow an amount nexessary to cover any outstanding fees and expenses related to the trust until such time as such fees and expenses were paid. In FY 2015, this money was not needed for fees and expenses and was subsequently transfered to our organization as a contribution. Therefore, the liabilty was closed.”

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IRS990/Form990PartVIISectionAGrp/PersonNm11Larry Geissler
IRS990/Form990PartVIISectionAGrp/PersonNm12Ted Graham
IRS990/Form990PartVIISectionAGrp/PersonNm13John Bartram
IRS990/Form990PartVIISectionAGrp/PersonNm14Deborah Alspach
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IRS990/MissionDesc0The Marion Community Foundation is dedicated to fostering philanthropy consistent with community values by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The organizations second program is our Scholarship Program. Each year scholarships are awarded from Field of Interest endowed and nonendowed funds to various students meeting the qualifying criteria set forth in the fund documents. The scholarship committee, along with donor selection committees, review the applications and recommend the acceptable receipents. Finally the board of trustees approves the scholarships and the scholarships are awarded.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section B Line 10 The Foundation previously owned and operated a non-profit acute care hospital. In 1998 and 1999 the Foundation sold the assets of the hospital and pharmacies. The unpaid patient accounts receivable have been subsequently collected and reported as income from discontinued services to the Foundation. In adddition, small amount of monies have been received from overpayments and refunds from accounts payable.
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,221,519
Liabilities
$4,268,077
Net assets
$35,953,442
Revenue
$1,966,843
Expenses
$2,518,941
Net income
-$552,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.0$6.67$68.3$7.08$3.52$3.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.6$5.60$50.0$6.22$3.20$3.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$6.30$57.9$9.91$2.70$7.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.2$5.31$45.9$2.98$2.69$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$4.92$39.5$4.00$2.23$1.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$4.57$37.4$2.26$1.97$0.29
2016Detailed filing. Detailed filing data is available for this year.$38.9$4.50$34.4$1.20$1.93$0.73
2015Detailed filing. Detailed filing data is available for this year.$40.2$4.27$36.0$1.97$2.52$0.55
2014Detailed filing. Detailed filing data is available for this year.$42.1$4.18$37.9$4.44$2.17$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.4$3.26$34.2$1.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$1.44$29.5$0.87