Civic Intelligence

The Marian Home Foundation

990 • Fiscal year 2023 • EIN 39-1899518

Sep 01, 2022 to Aug 31, 2023 • Filed on Mar 28, 2024

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

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$145,864

Higher top officer pay than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

2.1%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,987,459

Up $40,762 (+2.1%) from 2022

Net Assets

Up

$1,908,947

Up $11,305 (+0.6%) from 2022

Liabilities

Up

$78,512

Up $29,457 (+60%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$18,414

Down $375,918 (-105%) from 2022

Expenses

Down

$0

Down $13,846 (-100%) from 2022

Net Income

Down

-$18,414

Down $362,072 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$1,987,459
Liabilities$78,512
Net Assets$1,908,947
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$18,414
Expenses$0
Net Income-$18,414
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Mar 28, 2024
Return Version
2022v5.0
Gross Receipts
$159,508
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$1,243,456$1,182,260▼ $61,196
Investments Other Securities$529,977$574,759▲ $44,782
Savings and Temporary Cash Investments$161,499$215,479▲ $53,980
Accounts Receivable$10,315$14,961▲ $4,646
Pledges and Grants Receivable$1,450--
Total Assets$1,946,697$1,987,459▲ $40,762
Liabilities
Accounts Payable and Accrued Expenses$49,055$78,512▲ $29,457
Total Liabilities$49,055$78,512▲ $29,457
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,783,670$1,798,975▲ $15,305
Net Assets With Donor Restrictions$113,972$109,972▼ $4,000
Total Net Assets Fund Balance$1,897,642$1,908,947▲ $11,305
Total Liabilities and Net Assets / Fund Balance$1,946,697$1,987,459▲ $40,762

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$964,546$376,263$1,340,809
Land$211,400-$211,400
Equipment$6,314$246$6,560
Other Securities$574,759--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleOtherTotal
Tracy TrotterAdministrato$145,864$145,864

Board Members and Trustees

NameTitle
Jim KestersonChair
Deb Kelleher Joined 1222Director
Jim AllenDirector
Mike Doyle Joined 1222Director
Msgr Kevin MccoyDirector
Nancy CrimminsDirector
Royce RanningerDirector
Steve KerstenDirector
BENNETT O'CONNERSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$22,840
Program Service Revenue
$0
Investment Income
$-33,001
Other Revenue
$-8,253
All Other Contributions
$22,840
Change in Net Assets
$-18,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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 boars 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
2024-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Trotter
Formed
1997
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
8

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Dan Montgomery CPA
Phone
5156203050
Supplemental Narrative

Additional Explanations

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.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND MONITORS THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 12, OTHER SECURITIES REPRESENT INTEREST IN THE DIOCESE INVESTMENT PORTFOLIO.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,987,459
Liabilities
$78,512
Net assets
$1,908,947
Revenue
-$18,414
Expenses
$0
Net income
-$18,414
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