Civic Intelligence

Historic Marion Revitalization Association Inc.

990 • Fiscal year 2019 • EIN 57-0972104

Jun 01, 2018 to May 31, 2019 • Filed on Oct 18, 2020

P O Box 783Marion, SC 29571

(843) 423-9918

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$21,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$208,124

Down $30,234 (-13%) from 2018

Net Assets

Down

$183,639

Down $25,406 (-12%) from 2018

Liabilities

Down

$24,485

Down $4,828 (-16%) from 2018

Revenue

Up

$65,518

Up $14,198 (+28%) from 2018

Expenses

Up

$90,924

Up $40,479 (+80%) from 2018

Net Income

Down

-$25,406

Down $26,281 (-3004%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $177,954Liabilities 2010: $3,283Net Assets 2010: $174,6712010Assets 2011: $177,542Liabilities 2011: $2,278Net Assets 2011: $175,2642011Assets 2012: $179,658Liabilities 2012: $2,172Net Assets 2012: $177,4862012Assets 2013: $139,728Liabilities 2013: $1,892Net Assets 2013: $137,8362013Assets 2014: $134,443Liabilities 2014: $1,760Net Assets 2014: $132,6832014Assets 2015: $138,748Liabilities 2015: $1,892Net Assets 2015: $136,8562015Assets 2016: $215,445Liabilities 2016: $1,893Net Assets 2016: $213,5522016Assets 2017: $243,351Liabilities 2017: $35,181Net Assets 2017: $208,1702017Assets 2018: $238,358Liabilities 2018: $29,313Net Assets 2018: $209,0452018Assets 2019: $208,124Liabilities 2019: $24,485Net Assets 2019: $183,6392019Assets 2020: $275,370Liabilities 2020: $19,722Net Assets 2020: $255,6482020Assets 2021: $241,770Liabilities 2021: $15,144Net Assets 2021: $226,6262021Assets 2022: $221,365Liabilities 2022: $10,592Net Assets 2022: $210,7732022Assets 2023: $203,228Liabilities 2023: $5,117Net Assets 2023: $198,1112023Assets 2024: $212,961Liabilities 2024: $10,837Net Assets 2024: $202,1242024Assets 2025: $204,107Liabilities 2025: $11,547Net Assets 2025: $192,5602025

Highlighted filing

2019

Assets$208,124
Liabilities$24,485
Net Assets$183,639

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $51,3932010Expenses 2011: $49,9352011Expenses 2012: $50,7362012Expenses 2013: $57,6452013Revenue 2014: $40,170Expenses 2014: $45,323Net Income 2014: -$5,1532014Revenue 2015: $44,965Expenses 2015: $40,792Net Income 2015: $4,1732015Revenue 2016: $118,631Expenses 2016: $41,935Net Income 2016: $76,6962016Revenue 2017: $39,590Expenses 2017: $44,972Net Income 2017: -$5,3822017Revenue 2018: $51,320Expenses 2018: $50,445Net Income 2018: $8752018Revenue 2019: $65,518Expenses 2019: $90,924Net Income 2019: -$25,4062019Revenue 2020: $164,098Expenses 2020: $92,089Net Income 2020: $72,0092020Revenue 2021: $110,928Expenses 2021: $139,950Net Income 2021: -$29,0222021Revenue 2022: $85,628Expenses 2022: $101,481Net Income 2022: -$15,8532022Revenue 2023: $103,855Expenses 2023: $116,517Net Income 2023: -$12,6622023Revenue 2024: $87,790Expenses 2024: $83,777Net Income 2024: $4,0132024Revenue 2025: $91,900Expenses 2025: $101,464Net Income 2025: -$9,5642025

Highlighted filing

2019

Revenue$65,518
Expenses$90,924
Net Income-$25,406
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Oct 18, 2020
Return Version
2018v3.1
Gross Receipts
$87,872
Mission and Program Overview

Mission

Promotion of downtown marion business area for beautification and tourism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$200,013$187,593▼ $12,420
Cash and Non-Interest-Bearing Accounts$22,220$11,371▼ $10,849
Savings and Temporary Cash Investments$15,565$8,600▼ $6,965
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$238,358$208,124▼ $30,234
Other Assets Total$560$560→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$28,717$23,917▼ $4,800
Accounts Payable and Accrued Expenses$596$568▼ $28
Total Liabilities$29,313$24,485▼ $4,828
Net Assets / Fund Balance
Unrestricted Net Assets$209,045$183,639▼ $25,406
Total Net Assets Fund Balance$209,045$183,639▼ $25,406
Total Liabilities and Net Assets / Fund Balance$238,358$208,124▼ $30,234

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$175,059$37,305$212,364
Equipment$2,491$9,075$11,566
Land$10,000-$10,000
Other Land Buildings$43$929$972
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie RizzoExecutive DirectorPT$21,000$21,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$41,681
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$23,800
All Other Contributions
$38,206
Change in Net Assets
$-25,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,543
Salaries, Compensation, and Employee Benefits$22,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$10,500$10,500-$21,000
Depreciation Depletion-$11,525-$11,525
Fees for Services Other$6,750--$6,750
Occupancy$2,996$2,995-$5,991
All Other Expenses$5,108$619-$5,727
Other Expenses$1,553--$1,553
Payroll Taxes$691$690-$1,381
Insurance$1,243--$1,243
Advertising$1,210--$1,210
Office Expenses$1,072--$1,072
Fees for Services Accounting-$725-$725
Travel$217--$217
Total Functional Expenses$63,870$27,054$0$90,924
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,262
Fundraising Direct Expenses$16,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$17,004$17,004$9,538$7,466
Chilli Cook Off / Cornhole Tournament$15,544$15,544$4,637$10,907
Total Events$32,548$32,548$14,175$18,373
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Line 6: Explanation of Classes of Members or Shareholder

Membership is made up of local businesses and individuals from the community that pay an annual membership fee.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is presented to the board for approval before being filed.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The board of directors review compensation of executive director on an annual basis.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All governing docs, policies and financial statements are maintained at the organizations office and are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Historic Marion Revitalization
EIN
57-0972104
Phone
8434239918
Address
P O BOX 783, MARION, SC 29571

Signing Officer

Name
Stephanie Indergaard
Title
Executive Director
Signed
2020-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Indergaard
Formed
1993
Legal Domicile
Sc
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
25

Preparer

Firm
Craig Martin CPA PA
Address
PO Box 783, Marion, SC 29571
Preparer
Craig Martin CPA
Phone
8434236002
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047309
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0200013
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0187593
IRS990/LandBldgEquipCostOrOtherBssAmt0234902
IRS990/LegalDomicileStateCd0SC
IRS990/LessRentalExpensesGrp/RealAmt06326
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03475
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTION OF DOWNTOWN MARION BUSINESS AREA FOR BEAUTIFICATION AND TOURISM.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt028717
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt023917
IRS990/NetAssetsOrFundBalancesBOYAmt0209045
IRS990/NetAssetsOrFundBalancesEOYAmt0183639
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021234
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt073
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt073
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02493
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02493
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02995
IRS990/OccupancyGrp/ProgramServicesAmt02996
IRS990/OccupancyGrp/TotalAmt05991
IRS990/OfficeExpensesGrp/ProgramServicesAmt01072
IRS990/OfficeExpensesGrp/TotalAmt01072
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0560
IRS990/OtherAssetsTotalGrp/EOYAmt0560
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FACADE GRANTS
IRS990/OtherExpensesGrp/Desc1BEAUTIFICATION
IRS990/OtherExpensesGrp/Desc2PAINT & SIGNAGE CAMPAIGN
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ProgramServicesAmt024900
IRS990/OtherExpensesGrp/ProgramServicesAmt14043
IRS990/OtherExpensesGrp/ProgramServicesAmt23587
IRS990/OtherExpensesGrp/ProgramServicesAmt31553
IRS990/OtherExpensesGrp/TotalAmt024900
IRS990/OtherExpensesGrp/TotalAmt14043
IRS990/OtherExpensesGrp/TotalAmt23587
IRS990/OtherExpensesGrp/TotalAmt31553
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0690
IRS990/PayrollTaxesGrp/ProgramServicesAmt0691
IRS990/PayrollTaxesGrp/TotalAmt01381
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0STEPHANIE INDERGAARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt041419
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031398
IRS990/PYOtherRevenueAmt09877
IRS990/PYRevenuesLessExpensesAmt0875
IRS990/PYSalariesCompEmpBnftPaidAmt019047
IRS990/PYTotalExpensesAmt050445
IRS990/PYTotalRevenueAmt051320
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25406
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02493
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015565
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0261484
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010911
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0100943
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011134
IRS990ScheduleA/InvestmentIncomeCYPct00.02980
IRS990ScheduleA/InvestmentIncomePYPct00.03210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97020
IRS990ScheduleA/PublicSupportPY509Pct00.96790
IRS990ScheduleA/PublicSupportTotal509Amt0362427
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0124010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050474
IRS990ScheduleA/Total509Grp/TotalAmt0362427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074266
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0124156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050475

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.12$1.93$0.92$1.01$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.11$2.02$0.88$0.84$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.05$1.98$1.04$1.17$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.11$2.11$0.86$1.01$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.15$2.27$1.11$1.40$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.20$2.56$1.64$0.92$0.72
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.24$1.84$0.66$0.91$0.25
2018Summary only. Only limited summary data is available for this year.$2.38$0.29$2.09$0.51$0.50$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.35$2.08$0.40$0.45$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.02$2.14$1.19$0.42$0.77
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.37$0.45$0.41$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.02$1.33$0.40$0.45$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.02$1.38$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.02$1.77$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.02$1.75$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.03$1.75$0.51