Civic Intelligence

Marion Community Foundation

990 • Fiscal year 2018 • EIN 31-4446189

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 01, 2019

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.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

1.23x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$99,727

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$44,405,420

Up $2,468,682 (+5.9%) from 2017

Net Assets

Up

$39,482,099

Up $2,118,664 (+5.7%) from 2017

Liabilities

Up

$4,923,321

Up $350,018 (+7.7%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin89th percentile

Revenue

Up

$4,000,510

Up $1,744,487 (+77%) from 2017

Expenses

Up

$2,228,170

Up $260,529 (+13%) from 2017

Net Income

Up

$1,772,340

Up $1,483,958 (+515%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$44,405,420
Liabilities$4,923,321
Net Assets$39,482,099
Open 2018 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

2018

Revenue$4,000,510
Expenses$2,228,170
Net Income$1,772,340
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 1, 2019
Return Version
2017v2.3
Gross Receipts
$4,039,979
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$41,253,683$43,199,839▲ $1,946,156
Savings and Temporary Cash Investments$664,861$1,182,764▲ $517,903
Prepaid Expenses and Deferred Charges$12,652$12,853▲ $201
Land, Buildings, and Equipment, Net$5,542$9,964▲ $4,422
Total Assets$41,936,738$44,405,420▲ $2,468,682
Liabilities
Other Liabilities$4,206,274$4,312,908▲ $106,634
Grants Payable$349,369$592,255▲ $242,886
Accounts Payable and Accrued Expenses$17,660$18,158▲ $498
Total Liabilities$4,573,303$4,923,321▲ $350,018
Net Assets / Fund Balance
Unrestricted Net Assets$37,363,435$39,482,099▲ $2,118,664
Total Net Assets Fund Balance$37,363,435$39,482,099▲ $2,118,664
Total Liabilities and Net Assets / Fund Balance$41,936,738$44,405,420▲ $2,468,682

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,964$13,248$23,212

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$37,363,435$1,243,714▲ $3,142,587$373,513$39,482,099
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
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean JacobPresident/CEOFT$99,727$99,727

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,149,054
Program Service Revenue
$530
Investment Income
$2,796,265
Other Revenue
$54,661
All Other Contributions
$1,149,054
Change in Net Assets
$1,772,340

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$291,470market value prior sales
Total Noncash Contributions6$291,470-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,000,510
Revenue Not Reported on Form 990
$346,322
Total Revenue per Audited Statements
$4,346,832
Total Revenue per Form 990
$4,000,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,449,488
Other Expenses$466,965
Salaries, Compensation, and Employee Benefits$311,717
Total Fundraising Expense$67,460
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,449,488--$1,449,488
Fees for Service Investment Mgmnt Fees-$272,488-$272,488
Other Salaries and Wages$68,358$71,325$22,595$162,278
Current Officers, Directors, Trustees, and Key Employees$50,764$30,458$20,305$101,527
Information Technology$27,475$9,813$1,963$39,251
Fees for Services Accounting-$31,188-$31,188
Advertising$29,379-$1,546$30,925
Other Expenses$13,208$1,685$13,208$26,416
Occupancy$14,400$5,143$1,029$20,572
Payroll Taxes$9,709$7,889$2,630$20,228
Other Employee Benefits$3,240$15,786$797$19,823
Office Expenses$6,253$2,233$447$8,933
Insurance$6,145$2,195$439$8,779
Pension Plan Contributions$4,148$2,456$1,257$7,861
Depreciation Depletion-$3,529-$3,529
Conferences and Meetings$1,079$386$77$1,542
Travel$475$170$34$679
Total Functional Expenses$1,699,985$460,725$67,460$2,228,170

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,228,170
Total Expenses per Audited Statements$2,228,170
Total Expenses per Form 990$2,228,170
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marion Family YMCAMarion, OH501c3charitable purpose$261,789
Palace Cultural Arts AssocMarion, OH501c3charitable purpose$208,071
Marion Technical CollegeMarion, OH501c3charitable purpose$140,077
Boys & Grils Club of Mrn CtyMarion, OH501c3charitable purpose$66,500
Stengel True MuseumMarion, OH501c3charitable purpose$51,353
Marion MattersMarion, OH501c3charitable purpose$42,224
Marion Area Counseling CenterMarion, OH501c3charitable purpose$39,196
Epworth United Methodist ChMarion, OH501c3charitable purpose$16,447
Center St Health CenterMarion, OH501c3charitable purpose$15,466
Marion County Historical SocMarion, OH501c3charitable purpose$14,331
Marion Public LibraryMarion, OH501c3charitable purpose$12,730
Centenary United Methodist ChurchCutler, OH501c3charitable purpose$12,696
Central Christian ChurchMarion, OH501c3chairtable purpose$12,696
United Way of North Central OhioMarion, OH501c3charitable purpose$12,129
Marion Adolescent Pregnancy ProgramMarion, OH501c3charitable purpose$11,588
Royal Family Kids CampMarion, OH501c3charitable purpose$10,253
Marion Family CourtMarion, OH501c3charitable purpose$9,552
Ohio Coalition for EducationMarion, OH501c3charitable purpose$9,384
Tri-Rivers Career CenterMarion, OH501c3charitable purpose$8,928
Marion ShelterMarion, OH501c3charitable purpose$8,883
Ohio History ConnectionColumbus, OH501c3charitable purpose$7,300
Columbus Jewish FoundationColumbus, OH501c3charitable purpose$6,432
Wings of an AngelMarion, OH501c3charitable purpose$6,000
Trinity Baptist ChurchMarion, OH501c3charitable purpose$5,661
Pleasant Local SchoolMarion, OH501c3charitable purpose$5,530
Ohio Heartland Community ActionMarion, OH501c3charitable purpose$5,500
Black Heritage CouncilMarion, 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$93,979
Fundraising Direct Expenses$39,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$93,979$93,979$5,542$88,437
Total Events$93,979$93,979$39,469$54,510
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$4,312,908
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

“Eachyear 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 compensation for the President/CEO.”

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 meeting, 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
2019-02-01
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
5
Volunteers
35

Preparer

Firm
Diane Mault
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 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 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 Uncertainity in Income Taxes. The Foundation has no uncertain tax positions as of June 30, 2018.”

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 liabilities and due to the nature of these endowment funds, has classified these as long-term liabilities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director/ Chair
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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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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0382893
IRS990/ProgSrvcAccomActy3Grp/Desc0Like many small legacy cities in Ohio, Marion has suffered for many years from a negative self-image, which has resulted in brain-drain, loss of businesses, and a lower quality of life for residents. This, in turn, reduces tax revenue, lowers educational outcomes, and diminishes revenues for charities and non-profits, including Marion Community Foundation. MarionMade is a program that promotes a positive self-image about our communitys people, places, products, and programs. This program is intended to reverse the trends described above in order to rebound and grow the communitys pride, thereby increasing benefits to the communitys citizens and charities.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,405,420
Liabilities
$4,923,321
Net assets
$39,482,099
Revenue
$4,000,510
Expenses
$2,228,170
Net income
$1,772,340
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
2018Detailed filing. Detailed filing data is available for this year.$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