Civic Intelligence

Marion Community Foundation

990 • Fiscal year 2016 • EIN 31-4446189

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

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

32nd percentile

0.12x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

3.76x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

5th percentile

-61%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

10th percentile

$92,065

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

23rd percentile

-3.2%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$38,939,429

Down $1,282,090 (-3.2%) from 2015

Net Assets

Down

$34,438,345

Down $1,515,097 (-4.2%) from 2015

Liabilities

Up

$4,501,084

Up $233,007 (+5.5%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin5th percentile

Revenue

Down

$1,198,580

Down $768,263 (-39%) from 2015

Expenses

Down

$1,931,288

Down $587,653 (-23%) from 2015

Net Income

Down

-$732,708

Down $180,610 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2016

Assets$38,939,429
Liabilities$4,501,084
Net Assets$34,438,345
Open 2016 Filing

Operations Trend

Revenue Growth8th 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

2016

Revenue$1,198,580
Expenses$1,931,288
Net Income-$732,708
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$1,198,580
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$39,819,661$38,386,062▼ $1,433,599
Savings and Temporary Cash Investments$386,977$536,176▲ $149,199
Prepaid Expenses and Deferred Charges$8,607$12,537▲ $3,930
Land, Buildings, and Equipment, Net$6,274$4,654▼ $1,620
Total Assets$40,221,519$38,939,429▼ $1,282,090
Liabilities
Other Liabilities$3,882,610$4,001,503▲ $118,893
Grants Payable$374,103$476,003▲ $101,900
Accounts Payable and Accrued Expenses$11,364$23,578▲ $12,214
Total Liabilities$4,268,077$4,501,084▲ $233,007
Net Assets / Fund Balance
Unrestricted Net Assets$35,953,442$34,438,345▼ $1,515,097
Total Net Assets Fund Balance$35,953,442$34,438,345▼ $1,515,097
Total Liabilities and Net Assets / Fund Balance$40,221,519$38,939,429▼ $1,282,090

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,654$7,689$12,343

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$35,953,442$618,280▼ $202,089$310,164$34,438,345
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
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean JacobPresident/CEOFT$92,065$92,065

Board Members and Trustees

NameTitle
Nicole WorkmanDirector/ Chair
Dr Charles GarvinDirector/Past Chair
Megan QueenDirector/Vice Chair
Dan KigerDirector
Fran VollDirector
Jeremy DunnDirector
Kathy GoodmanDirector
Kim StarkDirector
Larry GeisslerDirector
Lowell ThurstonDirector
Susan BrownDirector
Ted GrahamDirector
Tom Clark IIIDirector
John BartramDirector/Secretary
Deborah AlspachDirector/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$618,280
Program Service Revenue
$0
Investment Income
$579,411
Other Revenue
$889
All Other Contributions
$618,280
Change in Net Assets
$-732,708

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock1$188,816market value prior sales
Securities Publicly Traded6$29,685market value prior sales
Total Noncash Contributions7$218,501-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,198,580
Revenue Not Reported on Form 990
$-782,389
Total Revenue per Audited Statements
$416,191
Total Revenue per Form 990
$1,198,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,283,968
Other Expenses$391,756
Salaries, Compensation, and Employee Benefits$255,564
Total Fundraising Expense$28,643
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,283,968--$1,283,968
Fees for Service Investment Mgmnt Fees-$236,563-$236,563
Other Salaries and Wages$61,706$49,803$11,099$122,608
Current Officers, Directors, Trustees, and Key Employees$60,242$23,170$9,268$92,680
Information Technology$24,955$8,913$1,782$35,650
Advertising$30,315-$1,595$31,910
Fees for Services Accounting$22,013$7,338-$29,351
Occupancy$15,709$5,611$1,122$22,442
Other Employee Benefits$2,792$15,259$68$18,119
Payroll Taxes$9,396$5,621$1,568$16,585
Insurance$6,130$2,189$438$8,757
Office Expenses$4,800$1,714$343$6,857
Pension Plan Contributions$4,355$867$350$5,572
Other Expenses$3,157$1,128$226$4,511
Depreciation Depletion$1,135$405$81$1,621
Conferences and Meetings$819$293$58$1,170
Travel$188$67$13$268
Total Functional Expenses$1,540,539$362,106$28,643$1,931,288

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,931,288
Total Expenses per Audited Statements$1,931,288
Total Expenses per Form 990$1,931,288
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marion Family YMCAMarion, OH501c3charitable purpose$246,302
Marion MattersMarion, OH501c3charitable purpose$81,142
Arnita Pitman Recovery CenterMarion, OH501c3charitable purpose$75,000
Prairie Parks FoundationMarion, OH501c3support$66,037
Cener Street Health CenterMarion, OH501c3charaitable purpose$65,868
Marion Technical CollegeMarion, OH501c3charitable purpose$65,319
Marion Area Counseling CenterMarion, OH501c3charitable purpose$58,092
Emanuel Lutheran ChurchMarion, OH501c3charitable purpose$56,932
Boys & Girls ClubMarion, OH501c3charitable purpose$41,088
Salvation Army of MarionMarion, OH501c3charitable purpose$40,950
Stengel True MuseumMarion, OH501c3support$37,962
Rushmore AcademyMarion, OH501c3charitable purpose$37,500
Tri-Rivers Career CenterMarion, OH501c3charitable purpose$30,000
United Way of Marion CtgMarion, OH501c3charitable purpose$20,992
Marion Shelter ProgramMarion, OH501c3charitable purpose$20,535
Habitat for HumanityMarion, OH501c3charitable purpose$17,550
Father Furey FundMarion, OH501c3charitable purpose$17,150
Mobile Meals of Marion CtyMarion, OH501c3charitable purpose$15,937
Marion County Historical SocietyMarion, OH501c3charitable purpose$14,894
Epworth United Methodist ChurchMarion, OH501c3support$13,465
Cenral Christian ChurchMarion, OH501c3charitable purpose$13,056
Centenary United MethodistCutler, OH501c3support$13,056
Can DoMarion, OH501c3charitable purpose$12,500
Royal Family Kids CampMarion, OH501c3charitable purpose$10,000
Ohio Heartland CommissionMarion, OH501c3charitable purpose$7,500
Trinity Baptist ChurchMarion, OH501c3charitable purpose$7,425
St Vincent de PaulMarion, OH501c3charitable purpose$7,250
Marion Adolescent PregnancyMarion, OH501c3charitable purpose$7,000
Turning PointMarion, OH501c3charitable purpose$6,300
St Mary's Elementary SchoolMarion, OH501c3charitable purpose$5,490
The Resource FoundationNew York, NY501c3charitable purpose$5,075
Dayspring WesleyanMarion, OH501c3charitable purpose$5,000
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
Federal income taxes$4,001,503
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 director for review either by paper or electronically. Each director is asked to review the draft and encouraged to ask questions. At a scheduled board meeting prior to the due date of 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 similar 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 are available to the public on the organizations website.”

Form 990, Part VI, 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 meeing, directors are ask to disclose if they have a conflict of interest with voting on any item on the agenda.”

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
2017-02-06
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 L Mault
Phone
7403892435
Supplemental Narrative

Financial Statement Notes

V 4

“The intended use of the endowment 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 Foundation recognizes funds contributed to organizationsl 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 Ingternal Revenue Code and classified by the Internal Revenue Service as other than a private foundation and, as a reuslt, a provision for taxes is not required. The Foundation follows ASC No 740-10 Accounting for Uncertainity in Income Taxes. The Foundation has no uncertain tax positions as of June 30, 2016.”

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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 discountinued services to the Foundation. In addition, small amounts of money have been received as refunds due to overpayments of accounts payable.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,939,429
Liabilities
$4,501,084
Net assets
$34,438,345
Revenue
$1,198,580
Expenses
$1,931,288
Net income
-$732,708
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $25M-$50M nonprofits