Civic Intelligence

Marion Community Foundation

990 • Fiscal year 2017 • EIN 31-4446189

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 31, 2018

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

33rd percentile

0.11x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

2.03x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$97,352

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

88%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$41,936,738

Up $2,997,309 (+7.7%) from 2016

Net Assets

Up

$37,363,435

Up $2,925,090 (+8.5%) from 2016

Liabilities

Up

$4,573,303

Up $72,219 (+1.6%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin72nd percentile

Revenue

Up

$2,256,023

Up $1,057,443 (+88%) from 2016

Expenses

Up

$1,967,641

Up $36,353 (+1.9%) from 2016

Net Income

Up

$288,382

Up $1,021,090 (+139%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$41,936,738
Liabilities$4,573,303
Net Assets$37,363,435
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$2,256,023
Expenses$1,967,641
Net Income$288,382
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$2,296,933
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$38,386,062$41,253,683▲ $2,867,621
Savings and Temporary Cash Investments$536,176$664,861▲ $128,685
Prepaid Expenses and Deferred Charges$12,537$12,652▲ $115
Land, Buildings, and Equipment, Net$4,654$5,542▲ $888
Total Assets$38,939,429$41,936,738▲ $2,997,309
Liabilities
Other Liabilities$4,001,503$4,206,274▲ $204,771
Grants Payable$476,003$349,369▼ $126,634
Accounts Payable and Accrued Expenses$23,578$17,660▼ $5,918
Total Liabilities$4,501,084$4,573,303▲ $72,219
Net Assets / Fund Balance
Unrestricted Net Assets$34,438,345$37,363,435▲ $2,925,090
Total Net Assets Fund Balance$34,438,345$37,363,435▲ $2,925,090
Total Liabilities and Net Assets / Fund Balance$38,939,429$41,936,738▲ $2,997,309

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,542$9,718$15,260

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$34,438,345$975,868▲ $3,916,863$264,454$37,363,435
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
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean JacobPresident/CEOFT$97,352$97,352

Board Members and Trustees

NameTitle
Nicole WorkmanDirector/ Past Chair
Megan QueenDirector/Chair
John BartramDirector/Vice Chair
Charles SpeelmanDirector
Dan KigerDirector
Daryl GatesDirector
Fran VollDirector
Kathy GoodmanDirector
Kim StarkDirector
Luke HenryDirector
Susan BrownDirector
Tom Clark IIIDirector
Dr Charles GarvinDirector/
Deborah AlspachDirector/Secretary
Jeremy DunnDirector/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$975,868
Program Service Revenue
$74
Investment Income
$1,255,392
Other Revenue
$24,689
All Other Contributions
$972,698
Change in Net Assets
$288,382

Noncash Contribution Practices

Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$4,488market value prior sales
Total Noncash Contributions1$4,488-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,256,023
Revenue Not Reported on Form 990
$2,636,694
Total Revenue per Audited Statements
$4,892,717
Total Revenue per Form 990
$2,256,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,266,414
Other Expenses$428,420
Salaries, Compensation, and Employee Benefits$272,807
Total Fundraising Expense$42,437
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,266,414--$1,266,414
Fees for Service Investment Mgmnt Fees-$254,827-$254,827
Other Salaries and Wages$61,553$58,322$10,949$130,824
Current Officers, Directors, Trustees, and Key Employees$48,676$29,206$19,470$97,352
Information Technology$25,725$9,188$1,838$36,751
Fees for Services Accounting-$29,907-$29,907
Advertising$22,904-$1,205$24,109
Occupancy$14,398$5,142$1,028$20,568
Other Employee Benefits$9,367$7,611$2,537$19,515
Payroll Taxes$8,472$6,883$2,294$17,649
Other Expenses$17,309$1,622$324$17,309
Office Expenses$6,793$2,426$485$9,704
Insurance$6,091$2,176$435$8,702
Pension Plan Contributions$3,584$2,912$971$7,467
Depreciation Depletion-$2,038-$2,038
Conferences and Meetings$957$342$68$1,367
Travel$234$84$17$335
Total Functional Expenses$1,508,438$416,766$42,437$1,967,641

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,967,641
Total Expenses per Audited Statements$1,967,641
Total Expenses per Form 990$1,967,641
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marion Family YNCAMarion, OH501c3charitable purpose$209,085
Marion MattersMarion, OH501c3charitable purpose$70,000
Can DoMarion, OH501c3charitable purpose$62,500
Palace Cultural Arts AssocMarion, OH501c3charitable purpose$50,695
Downtown MarionMarion, OH501c3charitable purpose$47,357
Prairie Parks FoundationMarion, OH501c3charitable purpose$43,688
Marion Rotary FoundationMarion, OH501c3charitable purpose$40,809
Anita Pitman Recovert CenterMarion, OH501c3charitable purpose$37,000
Rushmore AcademyMarion, OH501c3charitable purpose$36,125
Harding Home Presidential SiteMarion, OH501c3charitable purpose$31,250
Boys & Girls ClubMarion, OH501c3charitable purpose$30,877
Salvation ArmyMarion, OH501c3charitable purpose$30,394
Marion Area Counseling CntrMarion, OH501c3charitable purpose$20,794
Marion Shelter ProgramMarion, OH501c3charitable purpose$20,664
United Way of MarionMarion, OH501c3charitable purpose$16,221
Marion County Historical SocietyMarion, OH501c3charitable purpose$14,849
Epworth U M ChurchMarion, OH501c3charitable purpose$13,969
Centenary United MethodistCutler, OH501c3support$12,361
Central Christian ChurchMarion, OH501c3charitable purpose$12,361
Mobile of Marion CountyMarion, OH501c3charitable purpose$11,250
Marion Public LibraryMarion, OH501c3charitable purpose$9,700
LaRue Community AllianceNew Bloomington, OH501c3charitable purpose$8,000
Center St Health CenterMarion, OH501c3charitable purpose$7,598
Ohio History ConnectionColumbus, OH501c3charitable purpose$7,300
Ohio Heartland CommissionMarion, OH501c3charitable purpose$7,125
Marion Adolescent PregnancyMarion, OH501c3charitable purpose$7,000
Trinity Baptist ChurchMarion, OH501c3charitable purpose$6,955
Black Heritage CouncilMarion, OH501c3charitable purpose$6,200
Marion CemeteryMarion, OH501c3charitable purpose$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,599
Fundraising Direct Expenses$40,910
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Social Affair$65,599$65,599$3,618$61,981
Total Events$65,599$65,599$40,910$24,689
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$4,206,274
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
2018-01-31
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

Preparer

Firm
DLM Tax Services
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 2

“The Foundation follows ASC No 958-324-25 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 organizational endowment funds by the beneficiary as agent liabilitiesand due to the naure of these endowment funds, has classified these as long-term liabilities.”

X 1

“The Foundation has been deterjmined by the Internal Revenue Service to be exempt from Federal Income taxes as a non profit organization under section 501c3 of the Internal Revenue Code and classified by the Internal Revenue Service 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 Unceertainity in Income Taxes. The Foundation has no uncertain tax positions as of June 30, 2017.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director/Vice Chair
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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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IRS990/ProgSrvcAccomActy3Grp/Desc0MarionMade is a new program this year initiated to assist in helping to promote a positive attitude about the local community highlighting local establishments, services provided, education availablity, and social interactments.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,936,738
Liabilities
$4,573,303
Net assets
$37,363,435
Revenue
$2,256,023
Expenses
$1,967,641
Net income
$288,382
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
2017Detailed filing. Detailed filing data is available for this year.$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