Civic Intelligence

Marion Community Foundation

990 • Fiscal year 2020 • EIN 31-4446189

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 30, 2021

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

0.10x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

1.78x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

65th percentile

9.7%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

9th percentile

$117,185

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

29th percentile

0.6%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$51,237,514

Up $6,832,094 (+15%) from 2018

Net Assets

Up

$45,932,229

Up $6,450,130 (+16%) from 2018

Liabilities

Up

$5,305,285

Up $381,964 (+7.8%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin65th percentile

Revenue

Down

$2,977,971

Down $1,022,539 (-26%) from 2018

Expenses

Up

$2,687,926

Up $459,756 (+21%) from 2018

Net Income

Down

$290,045

Down $1,482,295 (-84%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2020

Assets$51,237,514
Liabilities$5,305,285
Net Assets$45,932,229
Open 2020 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

2020

Revenue$2,977,971
Expenses$2,687,926
Net Income$290,045
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 30, 2021
Return Version
2019v5.1
Gross Receipts
$2,977,971
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 mission of Marion Community Foundation is to continually improve the Marion area community through philanthropy, leadership, and civic engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,975,246$49,606,241▼ $369,005
Savings and Temporary Cash Investments$923,292$1,599,328▲ $676,036
Prepaid Expenses and Deferred Charges$23,540$22,053▼ $1,487
Land, Buildings, and Equipment, Net$9,855$9,892▲ $37
Total Assets$50,931,933$51,237,514▲ $305,581
Liabilities
Other Liabilities$4,301,350$4,287,006▼ $14,344
Grants Payable$622,658$1,002,329▲ $379,671
Accounts Payable and Accrued Expenses$15,512$15,950▲ $438
Total Liabilities$4,939,520$5,305,285▲ $365,765
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$45,992,413$45,932,229▼ $60,184
Total Net Assets Fund Balance$45,992,413$45,932,229▼ $60,184
Total Liabilities and Net Assets / Fund Balance$50,931,933$51,237,514▲ $305,581

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,497$27,048$36,545
Equipment$395$1,354$1,749

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$45,992,413$1,061,381▲ $1,565,916$313,308$45,932,229
2018$39,482,099$5,945,125▲ $2,774,363$358,292$45,992,413
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
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean JacobPresident/CEOFT$117,185$117,185

Board Members and Trustees

NameTitle
Jeremy DunnDirector/ Chair
Deborah AlspachDirector/Past Chair
Kathy GoodmanDirector/Vice Chair
Charles SpeelmanDirector
Dan KigerDirector
Jody Dem-HodginsDirector
John BartramDirector
Kim Stark-SchillingDirector
Luke HenryDirector
Megan QueenDirector
Nicole WorkmanDirector
Nicolle WamplerDirector
Ryan McCallDirector
Scott KnowlesDirector/Secretary
Fran VollDirector/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,061,381
Program Service Revenue
$0
Investment Income
$1,916,145
Other Revenue
$445
All Other Contributions
$1,058,881
Change in Net Assets
$290,045

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 Publicly Traded4$134,043fair market value
Total Noncash Contributions4$134,043-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,977,971
Revenue Not Reported on Form 990
$-350,229
Total Revenue per Audited Statements
$2,627,742
Total Revenue per Form 990
$2,977,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,880,707
Other Expenses$460,428
Salaries, Compensation, and Employee Benefits$346,791
Total Fundraising Expense$56,168
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,880,707--$1,880,707
Fees for Service Investment Mgmnt Fees-$283,465-$283,465
Other Salaries and Wages$74,960$77,338$19,233$171,531
Current Officers, Directors, Trustees, and Key Employees$59,592$35,755$23,837$119,184
Information Technology$27,605$9,859$1,972$39,436
Advertising$35,672-$1,878$37,550
Fees for Services Accounting-$31,398-$31,398
Other Employee Benefits$3,848$18,921$911$23,680
Payroll Taxes$10,370$9,365$3,085$22,820
Occupancy$14,188$5,067$1,888$21,143
Pension Plan Contributions-$9,576-$9,576
Insurance$6,439$2,300$459$9,198
Office Expenses$5,541$1,979$396$7,916
Other Expenses$6,024$884$1,573$7,597
Travel$1,798$642$129$2,569
Depreciation Depletion-$2,373-$2,373
Conferences and Meetings-$1,310-$1,310
Total Functional Expenses$2,138,292$493,466$56,168$2,687,926

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,687,926
Total Expenses per Audited Statements$2,687,926
Total Expenses per Form 990$2,687,926
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Epworth United MethodistMarion, OHchurchcharitable purpose$195,668
Center St Health CenterMarion, OH501c3charitable purpose$176,951
Marion Technical CollegeMarion, OHschoolcharitable purpose$119,167
Marion Union StationMarion, OH501c3charitable purpose$87,784
Palace Cultural Arts AssocMarion, OH501c3charitable purpose$74,762
Emanuel LutheranMarion, OHchurchcharitable purpose$69,548
Marion Family YMCAMarion, OH501c3charitable purpose$65,927
Ohio History ConnectionColumbus, OH501c3charitable purpose$42,700
Marion County Historical SocMarion, OH501c3charitable purpose$38,790
Boys & Girls ClubMarion, OH501c3charitable purpose$35,000
Marion MattersMarion, OH501c3charitable purpose$31,302
Downtown MarionMarion, OH501c3charitable purposes$28,268
Buckeye Ridge HabitatMarion, OH501c3charitable purpose$20,000
Marion Shelter ProgramMarion, OH501c3charitable purpose$17,938
Central Christian ChurchMarion, OHchurchcharitable purposes$15,182
Stengel True MuseumMarion, OH501c3charitable purposes$15,000
Let's Read 20Marion, OH501c3charitable purpose$11,244
Marion Adolescent PregnancyMarion, OH501c3charitable purpose$10,625
Tri Rivers Career CenterMarion, OHschoolcharitable purposes$8,461
ALS AssociationColumbus, OH501c3charitable purpose$8,201
St Vincent DePaulMarion, OH501c3charitable purpose$7,927
Marca IndustriesMarion, OH501c3charitable purpose$7,619
Mrn Cty Fed of Women's ClubMarion, OH501c3charitable purpose$7,350
Peace & Freesom CommitteeMarion, OH501c3charitable purpose$6,000
Trinity Baptist ChurchMarion, OHchurchcharitable purpose$5,749
St Mary ParishMarion, OHchurchcharitable purpose$5,045
Life Care AllianceMarion, OH501c3charitable purpose$5,000
Ohio HeartlandMarion, 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$4,287,006
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 35% controlled entity
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
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
PresidentCEO
Signed
2021-04-30
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
20

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 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 position as of June 30 2020.”

X 2

“The Foundation follows ASC No. 958-324-25 recognition Not-For-Profit topic which states that a thransfer of assets in which the resource provider specifies itself a 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/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/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

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,237,514
Liabilities
$5,305,285
Net assets
$45,932,229
Revenue
$2,977,971
Expenses
$2,687,926
Net income
$290,045
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
2020Detailed filing. Detailed filing data is available for this year.$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