Civic Intelligence

The Marian Home Foundation

990 • Fiscal year 2021 • EIN 39-1899518

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 01, 2021

Organization ProfileN/A
2400 6th Ave NFort Dodge, IA 50501

(515) 576-1138

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

2.15x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

5.1%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

40%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,784,784

Up $87,286 (+5.1%) from 2020

Net Assets

Up

$1,641,532

Up $135,269 (+9.0%) from 2020

Liabilities

Down

$143,252

Down $47,983 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin98th percentile

Revenue

Up

$66,480

Up $18,933 (+40%) from 2020

Expenses

Down

$5,758

Down $66,794 (-92%) from 2020

Net Income

Up

$60,722

Up $85,727 (+343%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,892,267Liabilities 2011: $6,959Net Assets 2011: $1,885,3082011Assets 2012: $2,224,235Liabilities 2012: $19,989Net Assets 2012: $2,204,2462012Assets 2013: $2,626,257Liabilities 2013: $28,786Net Assets 2013: $2,597,4712013Assets 2014: $5,553,532Liabilities 2014: $32,075Net Assets 2014: $5,521,4572014Assets 2015: $5,604,579Liabilities 2015: $36,050Net Assets 2015: $5,568,5292015Assets 2016: $4,959,054Liabilities 2016: $37,835Net Assets 2016: $4,921,2192016Assets 2017: $3,659,136Liabilities 2017: $38,993Net Assets 2017: $3,620,1432017Assets 2018: $1,644,393Liabilities 2018: $38,118Net Assets 2018: $1,606,2752018Assets 2019: $1,579,475Liabilities 2019: $46,232Net Assets 2019: $1,533,2432019Assets 2020: $1,697,498Liabilities 2020: $191,235Net Assets 2020: $1,506,2632020Assets 2021: $1,784,784Liabilities 2021: $143,252Net Assets 2021: $1,641,5322021Assets 2022: $1,946,697Liabilities 2022: $49,055Net Assets 2022: $1,897,6422022Assets 2023: $1,987,459Liabilities 2023: $78,512Net Assets 2023: $1,908,9472023Assets 2024: $2,225,873Liabilities 2024: $50,279Net Assets 2024: $2,175,5942024

Highlighted filing

2021

Assets$1,784,784
Liabilities$143,252
Net Assets$1,641,532
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $36,829Expenses 2011: $3,973Net Income 2011: $32,8562011Revenue 2012: $442,995Expenses 2012: $124,057Net Income 2012: $318,9382012Revenue 2013: $412,697Expenses 2013: $19,472Net Income 2013: $393,2252013Revenue 2014: $2,943,187Expenses 2014: $19,201Net Income 2014: $2,923,9862014Revenue 2015: $598,508Expenses 2015: $79,771Net Income 2015: $518,7372015Revenue 2016: $1,136,411Expenses 2016: $1,684,032Net Income 2016: -$547,6212016Revenue 2017: $287,525Expenses 2017: $1,624,636Net Income 2017: -$1,337,1112017Revenue 2018: $86,110Expenses 2018: $2,134,001Net Income 2018: -$2,047,8912018Revenue 2019: $133,409Expenses 2019: $185,884Net Income 2019: -$52,4752019Revenue 2020: $47,547Expenses 2020: $72,552Net Income 2020: -$25,0052020Revenue 2021: $66,480Expenses 2021: $5,758Net Income 2021: $60,7222021Revenue 2022: $357,504Expenses 2022: $13,846Net Income 2022: $343,6582022Revenue 2023: -$18,414Expenses 2023: $0Net Income 2023: -$18,4142023Revenue 2024: $351,235Expenses 2024: $120,895Net Income 2024: $230,3402024

Highlighted filing

2021

Revenue$66,480
Expenses$5,758
Net Income$60,722
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 1, 2021
Return Version
2020v4.0
Gross Receipts
$200,091
Mission and Program Overview

Mission

The foundation's purpose is to receive and manage bequests, gifts, donations, and contributions made to or for the use of the marian home fort dodge iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,078,438$1,026,399▼ $52,039
Investments Other Securities$467,597$584,356▲ $116,759
Savings and Temporary Cash Investments$113,193$154,904▲ $41,711
Pledges and Grants Receivable$37,995$14,450▼ $23,545
Accounts Receivable$275$4,675▲ $4,400
Total Assets$1,697,498$1,784,784▲ $87,286
Liabilities
Mortgage Notes Payable Secured by Investment Property$146,730$99,150▼ $47,580
Accounts Payable and Accrued Expenses$44,505$44,102▼ $403
Total Liabilities$191,235$143,252▼ $47,983
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,432,598$1,555,745▲ $123,147
Net Assets With Donor Restrictions$73,665$85,787▲ $12,122
Total Net Assets Fund Balance$1,506,263$1,641,532▲ $135,269
Total Liabilities and Net Assets / Fund Balance$1,697,498$1,784,784▲ $87,286

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$868,089$342,150$1,210,239
Land$158,310-$158,310
Other Securities$584,356--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
James KestersonChair
James AllenDirector
Msgr Kevin MccoyDirector
Nancy CrimminsDirector
Steve KerstenDirector
Tracy TrotterAdministrato
BENNETT O'CONNERSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$51,216
Program Service Revenue
$0
Investment Income
$11,919
Other Revenue
$3,345
All Other Contributions
$13,055
Change in Net Assets
$60,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,758
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
Interest-$4,937-$4,937
Office Expenses-$3,548-$3,548
Fees for Services Other-$1,428-$1,428
Other Expenses-$-4,155-$-4,155
Total Functional Expenses$0$5,758$0$5,758
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 was sent electronically to the board of directors and management via email. The board was given an opportunity to voice questions or concerns prior to filing the tax return.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors annually reviews and monitors the policy.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is available by request.”

Filing and Contact Details

Filer

Filer Name
The Marian Home Foundation
EIN
39-1899518
Phone
5155761138
Address
2400 6TH AVE N, FORT DODGE, IA 50501

Signing Officer

Name
Tracy Trotter
Title
Administrator
Phone
5155761138
Signed
2021-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Trotter
Formed
1997
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1245 JORDAN CREEK PKWY SUITE 100, WEST DES MOINES, IA 50266-2300
Preparer
Dan Montgomery CPA
Phone
5156575800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services - other 0 1,428 0”

Form 990, Part X

“Line 12, other securities represent interest in the diocese investment portfolio.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization operates exempt from federal income tax on revenues related to its exempt purpose as an organization described in section 501 (c)(3) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a) of the internal revenue code. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt044505
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044102
IRS990/AccountsReceivableGrp/BOYAmt0275
IRS990/AccountsReceivableGrp/EOYAmt04675
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S PURPOSE IS TO RECEIVE AND MANAGE BEQUESTS, GIFTS, DONATIONS, AND CONTRIBUTIONS MADE TO OR FOR THE USE OF THE MARIAN HOME FORT DODGE IOWA.
IRS990/AllOtherContributionsAmt013055
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0BAILEY BEEBE
IRS990/BooksInCareOfDetail/PhoneNum05155761138
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 6TH AVE N
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT DODGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050501
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt051216
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011919
IRS990/CYOtherExpensesAmt05758
IRS990/CYOtherRevenueAmt03345
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt060722
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05758
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt066480
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION PROVIDES SUPPORT FOR THE MARIAN HOME, A 501(C)3 ORGANIZATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt073665
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt085787
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01428
IRS990/FeesForServicesOtherGrp/TotalAmt01428
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY CRIMMINS
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE KERSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES KESTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MSGR KEVIN MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm5BENNETT O'CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm6TRACY TROTTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-30501
IRS990/GainOrLossGrp/SecuritiesAmt026400
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt026400
IRS990/GrossReceiptsAmt0200091
IRS990/GrossRentsGrp/RealAmt0106455
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt04937
IRS990/InterestGrp/TotalAmt04937
IRS990/InvestmentIncomeGrp/ExclusionAmt016020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016020
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0467597
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0584356
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0342150
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01078438
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01026399
IRS990/LandBldgEquipCostOrOtherBssAmt01368549
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt030501
IRS990/LessRentalExpensesGrp/RealAmt0103110
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION'S PURPOSE IS TO RECEIVE AND MANAGE BEQUESTS, GIFTS, DONATIONS, AND CONTRIBUTIONS MADE TO OR FOR THE USE OF THE MARIAN HOME FORT DODGE IOWA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0146730
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt099150
IRS990/NetAssetsOrFundBalancesBOYAmt01506263
IRS990/NetAssetsOrFundBalancesEOYAmt01641532
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-4101
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4101
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03345
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03345
IRS990/NetUnrlzdGainsLossesInvstAmt074547
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01432598
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01555745
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03548
IRS990/OfficeExpensesGrp/TotalAmt03548
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BAD DEBTS (RECOVERIES)
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0-4155
IRS990/OtherExpensesGrp/TotalAmt0-4155
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt037995
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014450
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TRACY TROTTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt078265
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt067270
IRS990/PYInvestmentIncomeAmt0-33810
IRS990/PYOtherExpensesAmt05282
IRS990/PYOtherRevenueAmt03092
IRS990/PYRevenuesLessExpensesAmt0-25005
IRS990/PYTotalExpensesAmt072552
IRS990/PYTotalRevenueAmt047547
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt060722
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt038161
IRS990/RentalIncomeOrLossGrp/RealAmt03345
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113193
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154904
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421025626
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE MARIAN HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0THE MARIAN HOME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0868089
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0342150
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01210239
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0158310
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0158310
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0584356
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DIOCESE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OPERATES EXEMPT FROM FEDERAL INCOME TAX ON REVENUES RELATED TO ITS EXEMPT PURPOSE AS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01026399
IRS990ScheduleD/TotalBookValueSecuritiesAmt0584356
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WAS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS AND MANAGEMENT VIA EMAIL. THE BOARD WAS GIVEN AN OPPORTUNITY TO VOICE QUESTIONS OR CONCERNS PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND MONITORS THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL SERVICES - OTHER 0 1,428 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINE 12, OTHER SECURITIES REPRESENT INTEREST IN THE DIOCESE INVESTMENT PORTFOLIO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART X
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0M HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE MARIAN HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DIOCESE OF SIOUX CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0THE MARIAN HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt1DIOCESE OF SIOUX CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421025626
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1420680296
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02400 6TH AVENUE N
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11821 JACKSON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt02400 6TH AVENUE N
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt11821 JACKSON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT DODGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SIOUX CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd151102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE DIOCESE OF SIOUX CITY HOLDS AND MANAGES INVESTMENTS ON BEHALF OF THE MARIAN HOME FOUNDATION. THE MARIAN HOME FOUNDATION COLLECTS CHARITABLE DONATIONS FOR THE BENEFIT OF THE MARIAN HOME. THE MARIAN HOME FOUNDATION IS A SUPPORTING ORGANIZATION OF THE MARIAN HOME.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt038161
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE MARIAN HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01697498
IRS990/TotalAssetsEOYAmt01784784
IRS990/TotalAssetsGrp/BOYAmt01697498
IRS990/TotalAssetsGrp/EOYAmt01784784
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt051216
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05758
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0191235
IRS990/TotalLiabilitiesEOYAmt0143252
IRS990/TotalLiabilitiesGrp/BOYAmt0191235
IRS990/TotalLiabilitiesGrp/EOYAmt0143252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01506263
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01641532
IRS990/TotalRevenueGrp/ExclusionAmt019365
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-4101
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066480
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01697498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01784784
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02400 6TH AVE N
IRS990/USAddress/CityNm0FORT DODGE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050501
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY TROTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05155761138
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARIAN HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0391899518
ReturnHeader/Filer/PhoneNum05155761138
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 6TH AVE N
ReturnHeader/Filer/USAddress/CityNm0FORT DODGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,784,784
Liabilities
$143,252
Net assets
$1,641,532
Revenue
$66,480
Expenses
$5,758
Net income
$60,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.05$2.18$0.35$0.12$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.08$1.91$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$0.36$0.01$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.14$1.64$0.07$0.01$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.19$1.51$0.05$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.05$1.53$0.13$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.04$1.61$0.09$2.13$2.05
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.04$3.62$0.29$1.62$1.34
2016Detailed filing. Detailed filing data is available for this year.$4.96$0.04$4.92$1.14$1.68$0.55
2015Detailed filing. Detailed filing data is available for this year.$5.60$0.04$5.57$0.60$0.08$0.52
2014Summary only. Only limited summary data is available for this year.$5.55$0.03$5.52$2.94$0.02$2.92
2013Summary only. Only limited summary data is available for this year.$2.63$0.03$2.60$0.41$0.02$0.39
2012Summary only. Only limited summary data is available for this year.$2.22$0.02$2.20$0.44$0.12$0.32
2011Summary only. Only limited summary data is available for this year.$1.89$0.01$1.89$0.04$0.00$0.03