Civic Intelligence

Historic Marion Revitalization Association Inc.

990 • Fiscal year 2023 • EIN 57-0972104

Jun 01, 2022 to May 31, 2023 • Filed on Oct 12, 2023

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$5,408

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-8.2%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$203,228

Down $18,137 (-8.2%) from 2022

Net Assets

Down

$198,111

Down $12,662 (-6.0%) from 2022

Liabilities

Down

$5,117

Down $5,475 (-52%) from 2022

Revenue

Up

$103,855

Up $18,227 (+21%) from 2022

Expenses

Up

$116,517

Up $15,036 (+15%) from 2022

Net Income

Up

-$12,662

Up $3,191 (+20%) from 2022

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

2023

Assets$203,228
Liabilities$5,117
Net Assets$198,111

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

2023

Revenue$103,855
Expenses$116,517
Net Income-$12,662
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$157,319
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$155,174$145,737▼ $9,437
Cash and Non-Interest-Bearing Accounts$58,203$49,424▼ $8,779
Savings and Temporary Cash Investments$7,428$7,507▲ $79
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$221,365$203,228▼ $18,137
Other Assets Total$560$560→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,517$4,717▼ $4,800
Accounts Payable and Accrued Expenses$1,075$400▼ $675
Total Liabilities$10,592$5,117▼ $5,475
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$210,773$198,111▼ $12,662
Total Net Assets Fund Balance$210,773$198,111▼ $12,662
Total Liabilities and Net Assets / Fund Balance$221,365$203,228▼ $18,137

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$133,246$79,118$212,364
Equipment$2,491$9,075$11,566
Land$10,000-$10,000
Other Land Buildings-$972$972
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Taylor NewellExecutive DirectorPT$5,408$5,408

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$74,215
Program Service Revenue
$0
Investment Income
$23
Other Revenue
$29,617
All Other Contributions
$60,096
Change in Net Assets
$-12,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,195
Salaries, Compensation, and Employee Benefits$6,322
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$15,135--$15,135
Occupancy$14,622--$14,622
Depreciation Depletion$8,542--$8,542
Current Officers, Directors, Trustees, and Key Employees$5,408--$5,408
Office Expenses-$4,318-$4,318
Advertising$3,575--$3,575
Insurance$2,525--$2,525
Other Expenses$882$881-$1,763
Payroll Taxes$914--$914
All Other Expenses$849$16-$865
Fees for Services Accounting-$800-$800
Total Functional Expenses$110,502$6,015$0$116,517
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,611
Fundraising Direct Expenses$44,785
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Events$69,611$69,611$44,785$24,826
Total Events$69,611$69,611$44,785$24,826
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 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
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 A, Line 6

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

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

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

Form 990, Part VI, Section B, Line 15B

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

Form 990, Part VI, Section C, Line 19

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
Ashley Small
Title
Treasurer
Signed
2023-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Small
Formed
1993
Legal Domicile
Sc
Voting Board Members
14
Independent Board Members
14
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/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt089165
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0155174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0145737
IRS990/LandBldgEquipCostOrOtherBssAmt0234902
IRS990/LegalDomicileStateCd0SC
IRS990/LessRentalExpensesGrp/RealAmt08679
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt014119
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/BOYAmt09517
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04717
IRS990/NetAssetsOrFundBalancesBOYAmt0210773
IRS990/NetAssetsOrFundBalancesEOYAmt0198111
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024826
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04791
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04791
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0210773
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0198111
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt014622
IRS990/OccupancyGrp/TotalAmt014622
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04318
IRS990/OfficeExpensesGrp/TotalAmt04318
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0560
IRS990/OtherAssetsTotalGrp/EOYAmt0560
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FACADE GRANTS
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2PAINT & SIGNAGE CAMPAIGN
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0881
IRS990/OtherExpensesGrp/ProgramServicesAmt046697
IRS990/OtherExpensesGrp/ProgramServicesAmt17891
IRS990/OtherExpensesGrp/ProgramServicesAmt23462
IRS990/OtherExpensesGrp/ProgramServicesAmt3882
IRS990/OtherExpensesGrp/TotalAmt046697
IRS990/OtherExpensesGrp/TotalAmt17891
IRS990/OtherExpensesGrp/TotalAmt23462
IRS990/OtherExpensesGrp/TotalAmt31763
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0914
IRS990/PayrollTaxesGrp/TotalAmt0914
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ASHLEY SMALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt076009
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt077545
IRS990/PYOtherRevenueAmt09607
IRS990/PYRevenuesLessExpensesAmt0-15853
IRS990/PYSalariesCompEmpBnftPaidAmt023936
IRS990/PYTotalExpensesAmt0101481
IRS990/PYTotalRevenueAmt085628
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12662
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04791
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07428
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07507
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0103920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0147874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0443699
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172362
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.02050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.97950
IRS990ScheduleA/PublicSupportTotal509Amt0616061
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0164081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074229
IRS990ScheduleA/Total509Grp/TotalAmt0616061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0143849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0164098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0616167
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0133246

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2023Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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