Civic Intelligence

Malabar Farm Foundation Inc

990 • Fiscal year 2020 • EIN 34-1768061

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 01, 2020

4050 Bromfield RoadLucas, OH 44843

(419) 892-2784

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

52nd percentile

7.3%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-15%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$539,423

Up $36,717 (+7.3%) from 2019

Net Assets

Up

$539,423

Up $40,950 (+8.2%) from 2019

Liabilities

Down

$0

Down $4,233 (-100%) from 2019

Revenue

Down

$72,521

Down $13,177 (-15%) from 2019

Expenses

Down

$41,536

Down $28,113 (-40%) from 2019

Net Income

Up

$30,985

Up $14,936 (+93%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $149,896Liabilities 2011: $0Net Assets 2011: $149,8962011Assets 2012: $198,279Liabilities 2012: $0Net Assets 2012: $198,2792012Assets 2013: $244,497Liabilities 2013: $0Net Assets 2013: $244,4972013Assets 2014: $344,163Liabilities 2014: $0Net Assets 2014: $344,1632014Assets 2015: $398,840Liabilities 2015: $0Net Assets 2015: $398,8402015Assets 2016: $388,430Liabilities 2016: $5,646Net Assets 2016: $382,7842016Assets 2017: $428,789Liabilities 2017: $0Net Assets 2017: $428,7892017Assets 2018: $467,022Liabilities 2018: $0Net Assets 2018: $467,0222018Assets 2019: $502,706Liabilities 2019: $4,233Net Assets 2019: $498,4732019Assets 2020: $539,423Liabilities 2020: $0Net Assets 2020: $539,4232020Assets 2021: $677,739Liabilities 2021: $0Net Assets 2021: $677,7392021Assets 2022: $566,418Liabilities 2022: $0Net Assets 2022: $566,4182022Assets 2023: $622,644Liabilities 2023: $0Net Assets 2023: $622,6442023Assets 2024: $653,132Liabilities 2024: $0Net Assets 2024: $653,1322024Assets 2025: $717,298Liabilities 2025: $0Net Assets 2025: $717,2982025

Highlighted filing

2020

Assets$539,423
Liabilities$0
Net Assets$539,423

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $57,745Expenses 2011: $43,245Net Income 2011: $14,5002011Revenue 2012: $84,663Expenses 2012: $44,908Net Income 2012: $39,7552012Revenue 2013: $57,057Expenses 2013: $19,245Net Income 2013: $37,8122013Revenue 2014: $112,326Expenses 2014: $25,490Net Income 2014: $86,8362014Revenue 2015: $81,444Expenses 2015: $32,049Net Income 2015: $49,3952015Revenue 2016: $46,418Expenses 2016: $55,726Net Income 2016: -$9,3082016Revenue 2017: $56,187Expenses 2017: $44,805Net Income 2017: $11,3822017Revenue 2018: $63,012Expenses 2018: $38,676Net Income 2018: $24,3362018Revenue 2019: $85,698Expenses 2019: $69,649Net Income 2019: $16,0492019Revenue 2020: $72,521Expenses 2020: $41,536Net Income 2020: $30,9852020Revenue 2021: $75,828Expenses 2021: $36,840Net Income 2021: $38,9882021Revenue 2022: $30,100Expenses 2022: $74,624Net Income 2022: -$44,5242022Revenue 2023: $81,551Expenses 2023: $25,325Net Income 2023: $56,2262023Revenue 2024: $92,032Expenses 2024: $61,544Net Income 2024: $30,4882024Revenue 2025: $104,906Expenses 2025: $40,740Net Income 2025: $64,1662025

Highlighted filing

2020

Revenue$72,521
Expenses$41,536
Net Income$30,985
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 1, 2020
Return Version
2019v5.1
Gross Receipts
$86,701
Mission and Program Overview

Mission

The malabar farm foundation was founded in 1993 to provide resources in support of the vision and programming of malabar farm state park. In addition, the foundation preserves, educates, promotes and extends the legacy of louis bromfield in the fields of agriculture, conservation and literature. The louis bromfield society is the membership program established to raise funds in support of this mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$330,092$355,087▲ $24,995
Cash and Non-Interest-Bearing Accounts$24,430$31,969▲ $7,539
Inventories for Sale or Use$407$1,779▲ $1,372
Prepaid Expenses and Deferred Charges$960$944▼ $16
Land, Buildings, and Equipment, Net$1,196$766▼ $430
Total Assets$502,706$539,423▲ $36,717
Other Assets Total$145,621$148,878▲ $3,257
Liabilities
Accounts Payable and Accrued Expenses$4,233$0▼ $4,233
Total Liabilities$4,233$0▼ $4,233
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$496,617$537,523▲ $40,906
Net Assets With Donor Restrictions$1,856$1,900▲ $44
Total Net Assets Fund Balance$498,473$539,423▲ $40,950
Total Liabilities and Net Assets / Fund Balance$502,706$539,423▲ $36,717

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$766$3,646$4,412
Other Assets Org$148,878--
Other Securities$355,087--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob HugePresident
Charles WingerVice President
Charlie BauerBoard Member
Chris McquillenBoard Member
David CullerBoard Member
Fred MaloneBoard Member
Jim ShadeBoard Member
Paul SukysBoard Member
Thomas BachelderBoard Member
Victoria CochranBoard Member
Jim ReedSecretary
Dave CrawfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,344
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$-2,862
All Other Contributions
$32,577
Change in Net Assets
$30,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$5,904-$5,904
Office Expenses-$3,902-$3,902
Insurance-$1,477-$1,477
Other Expenses$29,279$544-$544
Depreciation Depletion-$430-$430
Total Functional Expenses$29,279$12,257$0$41,536
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,180
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$37,117-$8,894-
Total Events$37,117-$14,180$-14,180
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
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

Reviewed and signed by the treasurer and board members reviewed and approved the 990.

Form 990, Part VI, Section B, Line 12C

Board members are required to disclose any possible conflict of interest

Form 990, Part VI, Section C, Line 18

AVAILABLE UPON REQUEST

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Malabar Farm Foundation Inc
EIN
34-1768061
Phone
4198922784
Address
4050 BROMFIELD ROAD, LUCAS, OH 44843

Signing Officer

Name
Robert C Huge
Title
President
Phone
4198922784
Signed
2020-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert C Huge
Formed
1993
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100

Preparer

Firm
BANKS & ASSOCIATES CPA'S LLC
Address
406 MARION AVENUE, MANSFIELD, OH 44903
Preparer
Thomas M Banks CPA
Phone
4195252828
Supplemental Narrative

Additional Explanations

Part XII Line 2C

Executive committee votes on independent accountant every 3 years.

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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03257
IRS990/RoyaltiesRevenueGrp/ExclusionAmt08061
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt08061
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0160567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08993
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0174339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08993
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030405
IRS990ScheduleA/InvestmentIncomeCYPct00.08320
IRS990ScheduleA/InvestmentIncomePYPct00.04720
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91680
IRS990ScheduleA/PublicSupportPY509Pct00.95120
IRS990ScheduleA/PublicSupportTotal509Amt0334906
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054319
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073085
IRS990ScheduleA/Total509Grp/TotalAmt0334906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073162
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365311
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0766
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03646
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04412
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0148878
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT - STIFEL, NICOLAUS & COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0355087
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST - RICHLAND COUNTY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0766
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0148878
IRS990ScheduleD/TotalBookValueSecuritiesAmt0355087
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037117
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037117
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014180
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05286
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037117
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14180
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08894
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08894
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AND SIGNED BY THE TREASURER AND BOARD MEMBERS REVIEWED AND APPROVED THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE COMMITTEE VOTES ON INDEPENDENT ACCOUNTANT EVERY 3 YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/StatesWhereCopyOfReturnIsFldCd1OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0502706
IRS990/TotalAssetsEOYAmt0539423
IRS990/TotalAssetsGrp/BOYAmt0502706
IRS990/TotalAssetsGrp/EOYAmt0539423
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt075344
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012257
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029279
IRS990/TotalFunctionalExpensesGrp/TotalAmt041536
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04233
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04233
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498473
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539423
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029279
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-6080
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03257
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072521
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0539423
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04050 BROMFIELD ROAD

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.00$7.17$1.05$0.41$0.64
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$0.00$6.53$0.92$0.62$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$0.00$6.23$0.82$0.25$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.30$0.75$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.76$0.37$0.39
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.73$0.42$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.04$4.98$0.86$0.70$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$0.63$0.39$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.56$0.45$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.06$3.83$0.46$0.56$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.81$0.32$0.49
2014Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$1.12$0.25$0.87
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.57$0.19$0.38
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.85$0.45$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.58$0.43$0.15