Civic Intelligence

Marion Community Foundation

990 • Fiscal year 2021 • EIN 31-4446189

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

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

0.10x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.64x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

10th percentile

$120,037

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

233%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$64,197,351

Up $12,959,837 (+25%) from 2020

Net Assets

Up

$57,898,105

Up $11,965,876 (+26%) from 2020

Liabilities

Up

$6,299,246

Up $993,961 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin94th percentile

Revenue

Up

$9,905,299

Up $6,927,328 (+233%) from 2020

Expenses

Up

$2,696,026

Up $8,100 (+0.3%) from 2020

Net Income

Up

$7,209,273

Up $6,919,228 (+2386%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$64,197,351
Liabilities$6,299,246
Net Assets$57,898,105
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$9,905,299
Expenses$2,696,026
Net Income$7,209,273
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.2
Gross Receipts
$9,905,299
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$49,606,241$62,652,517▲ $13,046,276
Savings and Temporary Cash Investments$1,599,328$1,513,338▼ $85,990
Prepaid Expenses and Deferred Charges$22,053$23,139▲ $1,086
Land, Buildings, and Equipment, Net$9,892$8,357▼ $1,535
Total Assets$51,237,514$64,197,351▲ $12,959,837
Liabilities
Other Liabilities$4,287,006$5,683,175▲ $1,396,169
Grants Payable$1,002,329$603,303▼ $399,026
Accounts Payable and Accrued Expenses$15,950$12,768▼ $3,182
Total Liabilities$5,305,285$6,299,246▲ $993,961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$45,932,229$57,898,105▲ $11,965,876
Total Net Assets Fund Balance$45,932,229$57,898,105▲ $11,965,876
Total Liabilities and Net Assets / Fund Balance$51,237,514$64,197,351▲ $12,959,837

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,983$28,562$35,545
Equipment$1,374$1,849$3,223

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$45,932,229$2,785,075▲ $11,876,827$279,828$57,898,105
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
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean JacobPresident/CEOFT$120,037$120,037

Board Members and Trustees

NameTitle
Kathy GoodmanDirector/ Chair
John BartramDirector/Past Chair
Scott KnowlesDirector/Vice Chair
Dan KigerDirector
Grant GatesDirector
Jody Dem-HodginsDirector
Justin HamperDirector
Kevin SmithDirector
Kim Stark-SchillingDirector
Luke HenryDirector
Megan QueenDirector
Nicolle WamplerDirector
Ryan McCallDirector
Fran VollDirector/Secretary
Charles SpeelmanDirector/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,785,075
Program Service Revenue
$0
Investment Income
$7,119,385
Other Revenue
$839
All Other Contributions
$2,785,075
Change in Net Assets
$7,209,273

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 Traded10$286,320Fair market value
Total Noncash Contributions10$286,320-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,905,299
Revenue Not Reported on Form 990
$4,756,603
Total Revenue per Audited Statements
$14,661,902
Total Revenue per Form 990
$9,905,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,873,123
Other Expenses$473,050
Salaries, Compensation, and Employee Benefits$349,853
Total Fundraising Expense$38,473
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,873,123--$1,873,123
Fees for Service Investment Mgmnt Fees-$258,781-$258,781
Other Salaries and Wages$70,867$104,709$5,753$181,329
Current Officers, Directors, Trustees, and Key Employees$58,585$35,151$23,434$117,170
Fees for Services Accounting-$78,140-$78,140
Information Technology$29,717$10,613$2,123$42,453
Advertising$23,670-$1,246$24,916
Payroll Taxes$9,980$10,781$2,250$23,011
Other Employee Benefits$3,265$14,974$378$18,617
Occupancy$11,009$3,932$786$15,727
Office Expenses$10,072$3,597$719$14,388
Pension Plan Contributions-$9,726-$9,726
Insurance$6,764$2,416$483$9,663
Other Expenses$2,830$1,011$202$4,043
Depreciation Depletion-$2,949-$2,949
Conferences and Meetings$1,916$684$137$2,737
Travel$110$39$8$157
Total Functional Expenses$2,114,478$543,075$38,473$2,696,026

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,696,026
Total Expenses per Audited Statements$2,696,026
Total Expenses per Form 990$2,696,026
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marion Family YMCAMarion, OH501c3charitable purpose$240,672
Palace Cultural Arts AssocMarion, OH501c3charitable purpose$119,477
Epworth United MethodistMarion, OHchurchcharitable purpose$115,046
Marion Technical CollegeMarion, OHschoolcharitable purpose$89,667
Emanuel Lutheran ChurchMarion, OHchurchcharitable purpose$76,452
Marion Pep ClubMarion, OH501c3charitable purpose$66,667
Marion County Historical SocietyMarion, OH501c3charitable purpose$53,070
LaRue Community AllianceNew Bloomington, OH501c3charitable purpose$53,000
Marion Union StateionMarion, OH501c3charitable purpose$48,256
Boys & Girls ClubMarion, OH501c3charitable purpose$36,000
Marion Area Humane SocietyMarion, OH501c3charitable purpose$32,432
Knowledge AcademyColumbus, OH501c3charitable purpose$31,000
Center St Health CenterMarion, OH501c3charitable purpose$30,460
Marion Area Counseling CenterMarion, OH501c3charitable purpose$27,458
Marion Public LibraryMarion, OH501c3charitable purpose$25,498
Marion MattersMarion, OH501c3charitable purpose$24,212
Downtown MarionMarion, OH501c3charitable purpose$20,000
Marion County Children's ServicesMarion, OHGovernmentcharitable purpose$20,000
Prairie Parks FoundationMarion, OH501c3charitable purpose$18,406
Marion County Fed Womens ClubMarion, OH501c3charitable purpose$17,577
Marion Family CourtMarion, OHGovernmentcharitable purpose$17,200
Marion Brd of Developmt DisabMarion, OHGovernmentcharitable purpose$17,184
Central Christian ChurchMarion, OHchurchcharitable purpose$15,974
Buckeye Ridge HabitatMarion, OH501c3charitable purpose$15,000
Mt Vernon Ave Church of ChristMarion, OHchurchcharitable purpose$15,000
Salvation ArmyMarion, OH501c3charitable purpose$14,000
Marion Shelter ProgramMarion, OH501c3charitable purpose$11,841
St Vincent DePaulMarion, OH501c3charitable purpose$11,490
Stengel True MuseumMarion, OH501c3charitable purpose$10,462
St Mary ParishMarion, OHchurchcharitable purpose$10,177
Life Care AllianceMarion, OH501c3charitable purpose$10,000
Marion Can DoMarion, OH501c3charitable purpose$10,000
Tri Rivers Career CenterMarion, OHschoolcharitable purpose$9,749
Black Heritage CouncilMarion, OH501c3charitable purpose$9,250
Luke 3 11 MinistriesMarion, OH501c3charitable purpose$6,500
Peace and Freedom CommitteeMarion, OH501c3charitable purpose$6,500
Wings of an AngelMarion, OH501c3charitable purpose$6,244
Mobile MealsMarion, OH501c3charitable purpose$6,100
Terradise Nature CenterCaledonia, OH501c3charitable purpose$6,000
Trinity Baptist ChurchMarion, OHchurchcharitable purpose$5,953
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$5,683,175
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 11A 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
2022-05-02
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
6

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 Uncertanity in Income Taxes. The Foundation has no uncertain tax position as of June 30, 2021.”

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/PersonNm12Luke Henry
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,197,351
Liabilities
$6,299,246
Net assets
$57,898,105
Revenue
$9,905,299
Expenses
$2,696,026
Net income
$7,209,273
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
2021Detailed filing. Detailed filing data is available for this year.$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