Civic Intelligence

Marion County Senior Citizens Inc

EIN 55-0525606 • 501(c)3 • Fairmont, WV

Profile

To provide transportation, information, referral, training, meals, personal care and other services for the senior citizens in marion county

105 Maplewood DriveFairmont, WV 26554

marionseniors.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.6%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,365,026

Up $29,688 (+1.3%) from 2022

Liabilities

Up

$85,289

Up $4,771 (+5.9%) from 2022

Net Assets

Up

$2,279,737

Up $24,917 (+1.1%) from 2022

Revenue

Up

$2,495,491

Up $150,128 (+6.4%) from 2022

Expenses

Up

$2,470,574

Up $41,186 (+1.7%) from 2022

Net Income

Up

$24,917

Up $108,942 (+130%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,785,051Liabilities 2011: $70,503Net Assets 2011: $1,714,5482011Assets 2012: $1,866,052Liabilities 2012: $76,609Net Assets 2012: $1,789,4432012Assets 2013: $1,790,539Liabilities 2013: $78,077Net Assets 2013: $1,712,4622013Assets 2014: $1,746,550Liabilities 2014: $71,282Net Assets 2014: $1,675,2682014Assets 2015: $1,741,934Liabilities 2015: $88,237Net Assets 2015: $1,653,6972015Assets 2016: $1,770,820Liabilities 2016: $110,553Net Assets 2016: $1,660,2672016Assets 2017: $1,755,666Liabilities 2017: $123,737Net Assets 2017: $1,631,9292017Assets 2018: $1,923,317Liabilities 2018: $147,541Net Assets 2018: $1,775,7762018Assets 2019: $1,945,044Liabilities 2019: $132,598Net Assets 2019: $1,812,4462019Assets 2020: $2,208,266Liabilities 2020: $145,463Net Assets 2020: $2,062,8032020Assets 2021: $2,477,888Liabilities 2021: $139,043Net Assets 2021: $2,338,8452021Assets 2022: $2,335,338Liabilities 2022: $80,518Net Assets 2022: $2,254,8202022Assets 2023: $2,365,026Liabilities 2023: $85,289Net Assets 2023: $2,279,7372023

Highlighted filing

2023

Assets$2,365,026
Liabilities$85,289
Net Assets$2,279,737

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,398,1832011Expenses 2012: $1,608,4072012Expenses 2013: $1,434,4212013Revenue 2014: $1,465,427Expenses 2014: $1,502,621Net Income 2014: -$37,1942014Revenue 2015: $1,703,055Expenses 2015: $1,724,626Net Income 2015: -$21,5712015Revenue 2016: $2,045,357Expenses 2016: $2,038,787Net Income 2016: $6,5702016Revenue 2017: $2,038,355Expenses 2017: $2,066,693Net Income 2017: -$28,3382017Revenue 2018: $2,400,957Expenses 2018: $2,257,110Net Income 2018: $143,8472018Revenue 2019: $2,350,364Expenses 2019: $2,339,442Net Income 2019: $10,9222019Revenue 2020: $2,523,536Expenses 2020: $2,273,179Net Income 2020: $250,3572020Revenue 2021: $2,599,936Expenses 2021: $2,323,894Net Income 2021: $276,0422021Revenue 2022: $2,345,363Expenses 2022: $2,429,388Net Income 2022: -$84,0252022Revenue 2023: $2,495,491Expenses 2023: $2,470,574Net Income 2023: $24,9172023

Highlighted filing

2023

Revenue$2,495,491
Expenses$2,470,574
Net Income$24,917

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.37$0.09$2.28$2.50$2.47$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.08$2.25$2.35$2.43$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.14$2.34$2.60$2.32$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.15$2.06$2.52$2.27$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.13$1.81$2.35$2.34$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.15$1.78$2.40$2.26$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.12$1.63$2.04$2.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.11$1.66$2.05$2.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.09$1.65$1.70$1.72$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.07$1.68$1.47$1.50$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.08$1.71$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.08$1.79$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.07$1.71$1.40
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 22, 2022
Return Version
2020v4.1
Gross Receipts
$2,602,082
Mission and Program Overview

Mission

To provide transportation, information, referral, training, meals, personal care and other services for the senior citizens in marion county

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,170,222$1,188,735▲ $18,513
Cash and Non-Interest-Bearing Accounts$601,891$734,189▲ $132,298
Accounts Receivable$230,675$241,202▲ $10,527
Savings and Temporary Cash Investments$100,000$201,999▲ $101,999
Pledges and Grants Receivable$92,714$95,299▲ $2,585
Prepaid Expenses and Deferred Charges$12,764$16,464▲ $3,700
Total Assets$2,208,266$2,477,888▲ $269,622
Liabilities
Accounts Payable and Accrued Expenses$145,463$139,043▼ $6,420
Total Liabilities$145,463$139,043▼ $6,420
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,062,803$2,338,845▲ $276,042
Total Net Assets Fund Balance$2,062,803$2,338,845▲ $276,042
Total Liabilities and Net Assets / Fund Balance$2,208,266$2,477,888▲ $269,622

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$824,015$1,134,087$1,958,102
Equipment$81,144$563,922$645,066
Land$283,576-$283,576
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Debbie HarveyExecutive DirectorFT$106,263$106,263

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$155,621
Program Service Revenue
$2,434,838
Investment Income
$4,023
Other Revenue
$5,454
All Other Contributions
$14,150
Change in Net Assets
$276,042

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,599,936
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,146
Total Revenue per Audited Statements
$2,602,082
Total Revenue per Form 990
$2,599,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,768,069
Other Expenses$555,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,453,460$12,678-$1,466,138
Payroll Taxes$135,814$1,178-$136,992
Current Officers, Directors, Trustees, and Key Employees$105,345$918-$106,263
Depreciation Depletion$96,236$478-$96,714
Insurance$50,878$444-$51,322
Other Employee Benefits$49,818$432-$50,250
Occupancy$40,512$353-$40,865
Office Expenses$21,261$185-$21,446
All Other Expenses$12,431$108-$12,539
Other Expenses$12,423$109$0$12,532
Travel$12,389$108-$12,497
Pension Plan Contributions$8,354$72-$8,426
Fees for Services Accounting-$7,475-$7,475
Total Functional Expenses$2,299,007$24,887$0$2,323,894

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,326,040
Expenses per Audited Statements$2,323,894
Total Expenses per Form 990$2,323,894
Expenses Not Reported on Form 990$2,146
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,146
Fundraising Gross Income$0
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
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of the organization are local citizens that have met certain age and financial guidelines as required by the organizations policies.

Form 990, Part VI, Section A, Line 7A

The board of directors are elected by the membership at large and it is the responsibility of the existing members to fill all board vacancies.

Form 990, Part VI, Section A, Line 7B

All internal regulations and policies related to the management and operation of the organization are established by the board of directors. These policies are indirectly subject to the approval of the membership at large as they elect the board of directors.

Form 990, Part VI, Section B, Line 11B

The organization recieves a copy of the 990 for review and approval prior to filing.

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

The organization reviews and ensures compliance annually.

Form 990, Part VI, Section B, Line 15

The executive director bases salaries and hourly pay based on employee performance; the board, whom do not receive compensation, must approve the pay rates.

Form 990, Part VI, Section C, Line 19

The organization makes documents available upon request.

Filing and Contact Details

Filer

Filer Name
Marion County Senior Citizens Inc
EIN
55-0525606
Phone
3043668779
Address
105 MAPLEWOOD DRIVE, FAIRMONT, WV 26554

Signing Officer

Name
Phillip Burton
Title
Chairperson
Phone
3043668779
Signed
2022-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Burton
Formed
1971
Legal Domicile
Wv
Voting Board Members
13
Independent Board Members
13
Employees
115
Volunteers
0

Preparer

Firm
Tetrick & Bartlett Pllc
Address
PO BOX 1916, CLARKSBURG, WV 26302-1916
Preparer
David a Shriver Member
Phone
3046245564
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 2,146.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 2,146.

Raw XML AppendixShowing 400 of 531 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.

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IRS990/InsuranceGrp/ManagementAndGeneralAmt0444
IRS990/InsuranceGrp/ProgramServicesAmt050878
IRS990/InsuranceGrp/TotalAmt051322
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02323
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt02886744
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt030
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRANSPORTATION, INFORMATION, REFERRAL, TRAINING, MEALS, PERSONAL CARE AND OTHER SERVICES FOR THE SENIOR CITIZENS IN MARION COUNTY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03100
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0353
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0185
IRS990/OfficeExpensesGrp/ProgramServicesAmt021261
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0432
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049818
IRS990/OtherEmployeeBenefitsGrp/TotalAmt050250
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2349
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3109
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IRS990/OtherRevenueMiscGrp/BusinessCd0624110
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01178
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IRS990/PayrollTaxesGrp/TotalAmt0136992
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt072
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08354
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt095299
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012764
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016464
IRS990/PrincipalOfficerNm0PHILLIP BURTON
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IRS990/ProgramServiceRevenueGrp/Desc3CASE MANAGEMENT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1552206
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2483207
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt364772
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt0892
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IRS990/PYSalariesCompEmpBnftPaidAmt01737562
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0276042
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt03100
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02446461
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02269508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02271253
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064772
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0113893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0106883
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0542
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013015
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IRS990ScheduleA/InvestmentIncomeCYPct00.00340
IRS990ScheduleA/InvestmentIncomePYPct00.00620
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99380
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt011859233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02600382
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011899449
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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