Civic Intelligence

Historic Marion Revitalization Association Inc.

990 • Fiscal year 2025 • EIN 57-0972104

Jun 01, 2024 to May 31, 2025 • Filed on Oct 14, 2025

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

0.06x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.13x

Higher debt load relative to revenue than 86% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$27,394

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

38th percentile

-4.2%

Faster asset growth than 38% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

4.7%

Faster revenue growth than 54% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$204,107

Down $8,854 (-4.2%) from 2024

Net Assets

Down

$192,560

Down $9,564 (-4.7%) from 2024

Liabilities

Up

$11,547

Up $710 (+6.6%) from 2024

Revenue

Up

$91,900

Up $4,110 (+4.7%) from 2024

Expenses

Up

$101,464

Up $17,687 (+21%) from 2024

Net Income

Down

-$9,564

Down $13,577 (-338%) from 2024

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

2025

Assets$204,107
Liabilities$11,547
Net Assets$192,560

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

2025

Revenue$91,900
Expenses$101,464
Net Income-$9,564
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$117,713
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$136,032$138,539▲ $2,507
Cash and Non-Interest-Bearing Accounts$68,839$52,434▼ $16,405
Savings and Temporary Cash Investments$7,530$12,574▲ $5,044
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$212,961$204,107▼ $8,854
Other Assets Total$560$560→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,173$9,356▲ $183
Accounts Payable and Accrued Expenses$1,663$2,191▲ $528
Other Liabilities$1--
Total Liabilities$10,837$11,547▲ $710
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$202,124$192,560▼ $9,564
Total Net Assets Fund Balance$202,124$192,560▼ $9,564
Total Liabilities and Net Assets / Fund Balance$212,961$204,107▼ $8,854

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$115,560$96,804$212,364
Equipment$12,979$11,147$24,126
Land$10,000-$10,000
Other Land Buildings-$972$972
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kelly PageExecutive DirectorPT$27,394$27,394

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$77,889
Program Service Revenue
$0
Investment Income
$17
Other Revenue
$13,994
All Other Contributions
$46,193
Change in Net Assets
$-9,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,975
Salaries, Compensation, and Employee Benefits$29,489
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$27,394--$27,394
Occupancy$5,585$5,584-$11,169
Depreciation Depletion$8,598--$8,598
Office Expenses$2,083$2,083-$4,166
Insurance$4,118--$4,118
Payroll Taxes$2,095--$2,095
Other Expenses$875$875-$1,750
All Other Expenses$1,208$107-$1,315
Advertising$1,047--$1,047
Fees for Services Accounting-$830-$830
Interest$374--$374
Fees for Services Other$175--$175
Total Functional Expenses$91,985$9,479$0$101,464
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,525
Fundraising Direct Expenses$17,599
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Events$29,525$29,525$17,599$11,926
Total Events$29,525$29,525$17,599$11,926
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
David Walters
Title
Treasurer
Signed
2025-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Walters
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/InvestmentIncomeGrp/TotalRevenueColumnAmt017
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0108923
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0136032
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0138539
IRS990/LandBldgEquipCostOrOtherBssAmt0247462
IRS990/LegalDomicileStateCd0SC
IRS990/LessRentalExpensesGrp/RealAmt08214
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt09170
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/BOYAmt09173
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09356
IRS990/NetAssetsOrFundBalancesBOYAmt0202124
IRS990/NetAssetsOrFundBalancesEOYAmt0192560
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011926
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02068
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02068
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0202124
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0192560
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt05584
IRS990/OccupancyGrp/ProgramServicesAmt05585
IRS990/OccupancyGrp/TotalAmt011169
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02083
IRS990/OfficeExpensesGrp/ProgramServicesAmt02083
IRS990/OfficeExpensesGrp/TotalAmt04166
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/ManagementAndGeneralAmt0875
IRS990/OtherExpensesGrp/ProgramServicesAmt025277
IRS990/OtherExpensesGrp/ProgramServicesAmt110551
IRS990/OtherExpensesGrp/ProgramServicesAmt22605
IRS990/OtherExpensesGrp/ProgramServicesAmt3875
IRS990/OtherExpensesGrp/TotalAmt025277
IRS990/OtherExpensesGrp/TotalAmt110551
IRS990/OtherExpensesGrp/TotalAmt22605
IRS990/OtherExpensesGrp/TotalAmt31750
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt02095
IRS990/PayrollTaxesGrp/TotalAmt02095
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID WALTERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt062240
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt027
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt073947
IRS990/PYOtherRevenueAmt025523
IRS990/PYRevenuesLessExpensesAmt04013
IRS990/PYSalariesCompEmpBnftPaidAmt09830
IRS990/PYTotalExpensesAmt083777
IRS990/PYTotalRevenueAmt087790
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9564
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02068
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07530
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012574
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt074215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0103920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0394273
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163124
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt096
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0557397
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0123014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110911
IRS990ScheduleA/Total509Grp/TotalAmt0557397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0143849

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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
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