Civic Intelligence

Marc Inc.

990 • Fiscal year 2020 • EIN 75-1038411

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

2701 North A StreetMidland, TX 79705

(432) 695-9901

Siviq Scores

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

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.06x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$139,628

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$14,214,052

Up $4,153,055 (+41%) from 2019

Net Assets

Up

$13,538,482

Up $3,987,567 (+42%) from 2019

Liabilities

Up

$675,570

Up $165,488 (+32%) from 2019

Revenue

Up

$11,595,014

Up $1,946,717 (+20%) from 2019

Expenses

Up

$7,620,429

Up $609,613 (+8.7%) from 2019

Net Income

Up

$3,974,585

Up $1,337,104 (+51%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $4,672,554Liabilities 2010: $723,291Net Assets 2010: $3,949,2632010Assets 2011: $5,112,460Liabilities 2011: $924,462Net Assets 2011: $4,187,9982011Assets 2012: $5,570,576Liabilities 2012: $697,228Net Assets 2012: $4,873,3482012Assets 2013: $5,895,137Liabilities 2013: $665,194Net Assets 2013: $5,229,9432013Assets 2014: $5,613,902Liabilities 2014: $600,938Net Assets 2014: $5,012,9642014Assets 2015: $6,770,139Liabilities 2015: $560,134Net Assets 2015: $6,210,0052015Assets 2016: $7,173,836Liabilities 2016: $666,164Net Assets 2016: $6,507,6722016Assets 2017: $7,000,130Liabilities 2017: $388,477Net Assets 2017: $6,611,6532017Assets 2018: $7,367,917Liabilities 2018: $471,062Net Assets 2018: $6,896,8552018Assets 2019: $10,060,997Liabilities 2019: $510,082Net Assets 2019: $9,550,9152019Assets 2020: $14,214,052Liabilities 2020: $675,570Net Assets 2020: $13,538,4822020Assets 2021: $13,773,283Liabilities 2021: $582,558Net Assets 2021: $13,190,7252021Assets 2022: $14,889,364Liabilities 2022: $837,864Net Assets 2022: $14,051,5002022Assets 2023: $15,113,769Liabilities 2023: $919,490Net Assets 2023: $14,194,2792023Assets 2024: $16,659,478Liabilities 2024: $1,054,377Net Assets 2024: $15,605,1012024

Highlighted filing

2020

Assets$14,214,052
Liabilities$675,570
Net Assets$13,538,482

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,686,3052010Expenses 2011: $6,217,7992011Revenue 2012: $6,900,960Expenses 2012: $6,215,610Net Income 2012: $685,3502012Expenses 2013: $6,515,3852013Revenue 2014: $6,482,149Expenses 2014: $6,705,608Net Income 2014: -$223,4592014Revenue 2015: $7,893,530Expenses 2015: $6,449,098Net Income 2015: $1,444,4322015Revenue 2016: $7,069,958Expenses 2016: $6,772,291Net Income 2016: $297,6672016Revenue 2017: $7,103,162Expenses 2017: $6,902,830Net Income 2017: $200,3322017Revenue 2018: $7,370,569Expenses 2018: $7,098,810Net Income 2018: $271,7592018Revenue 2019: $9,648,297Expenses 2019: $7,010,816Net Income 2019: $2,637,4812019Revenue 2020: $11,595,014Expenses 2020: $7,620,429Net Income 2020: $3,974,5852020Revenue 2021: $7,107,503Expenses 2021: $7,494,439Net Income 2021: -$386,9362021Revenue 2022: $8,284,976Expenses 2022: $7,401,472Net Income 2022: $883,5042022Revenue 2023: $8,751,191Expenses 2023: $8,621,762Net Income 2023: $129,4292023Revenue 2024: $8,523,075Expenses 2024: $9,098,947Net Income 2024: -$575,8722024

Highlighted filing

2020

Revenue$11,595,014
Expenses$7,620,429
Net Income$3,974,585
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.1
Gross Receipts
$11,647,040
Mission and Program Overview

Mission

Provide a spectrum of resources and support to our community and to the individuals with Intellectual and Developmental Disabilities.

To provide highly personalized programs and services to individuals who have intellectual and developmental disabilities by helping them make life choices based on their individual interests and dreams.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,105,125$5,216,537▲ $2,111,412
Land, Buildings, and Equipment, Net$4,730,994$4,882,449▲ $151,455
Pledges and Grants Receivable$58,323$1,597,363▲ $1,539,040
Accounts Receivable$991,771$817,119▼ $174,652
Savings and Temporary Cash Investments$400,548$709,492▲ $308,944
Cash and Non-Interest-Bearing Accounts$493,035$642,222▲ $149,187
Prepaid Expenses and Deferred Charges$21,631$89,300▲ $67,669
Total Assets$10,060,997$14,214,052▲ $4,153,055
Other Assets Total$259,570$259,570→ $0
Liabilities
Accounts Payable and Accrued Expenses$484,764$675,570▲ $190,806
Mortgage Notes Payable Secured by Investment Property$25,318--
Total Liabilities$510,082$675,570▲ $165,488
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,908,097$7,321,838▲ $3,413,741
Net Assets Without Donor Restrictions$5,642,818$6,216,644▲ $573,826
Total Net Assets Fund Balance$9,550,915$13,538,482▲ $3,987,567
Total Liabilities and Net Assets / Fund Balance$10,060,997$14,214,052▲ $4,153,055

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,500,932$3,008,263$6,509,195
Equipment$916,319$2,184,785$3,101,104
Leasehold Improvements$180,672$943,364$1,124,036
Land$284,526-$284,526

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,201,598$7,400▲ $24,689-$2,226,318
2018$2,091,337$2,900▲ $145,544-$2,201,598
2017$2,234,407$3,835▲ $140,322-$2,091,337
2016$2,203,599$3,150▲ $297,805-$2,234,407
2015$2,294,424$1,425▼ $20,079-$2,203,599
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlotte BoseckerExecutive DirectorFT$128,086$11,542$139,628
Kathryn AlmendarezFinance DirectorFT$68,678$8,668$77,346

Board Members and Trustees

NameTitle
Jonny HeinsPresident
Kay BivensVice President
Andy ShafferDirector
Beau MooreDirector
Casey DomekDirector
Clint WilliamsonDirector
David AdamsDirector
Garth WrightDirector
Gilbert AbilaDirector
Hunter IsbellDirector
J Devin AlsupDirector
Jacob HowardDirector
Jake GobarDirector
Lonnie GrohmanDirector
Mary MacferranDirector
Todd MeadeDirector
Vicki ByarsSecretary
Medina SwanSelf Advocate Rep
Blake CauthenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Angels of Care Pediatric Home HealthNursing services1330 E 8th St Ste 206, Odessa, TX 79761$293,840
Sysco West Texas IncFood purchases for clients714 2nd Place, Lubbock, TX 79401$231,592
-Architect services for facility construction2022 Broadway, Lubbock, TX 79401$225,173
Revenue and Support

Revenue Composition

Contributions and Grants
$5,161,581
Program Service Revenue
$5,881,128
Investment Income
$58,394
Other Revenue
$493,911
All Other Contributions
$4,286,581
Change in Net Assets
$3,974,585

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,595,014
Revenue Not Reported on Form 990
$12,982
Total Revenue per Audited Statements
$11,607,996
Total Revenue per Form 990
$11,595,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,303,157
Other Expenses$2,317,272
Total Fundraising Expense$205,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,567,557$589,938$118,957$4,276,452
Other Expenses$778,641$17,299$170$778,641
Office Expenses$349,315$151,904$39,508$540,727
Other Employee Benefits$248,590$188,428$5,669$442,687
Occupancy$147,636$209,974-$357,610
Payroll Taxes$281,222$52,685$8,991$342,898
Fees for Services Other$273,824$29,356-$303,180
Depreciation Depletion$217,754$45,981-$263,735
Current Officers, Directors, Trustees, and Key Employees-$200,477-$200,477
Pension Plan Contributions$18,310$22,328$5$40,643
Advertising--$32,100$32,100
Fees for Services Accounting-$9,000-$9,000
Conferences and Meetings$2,032$6,756-$8,788
Interest$458$4,348-$4,806
Total Functional Expenses$5,886,555$1,528,474$205,400$7,620,429

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,620,429
Total Expenses per Audited Statements$7,620,429
Total Expenses per Form 990$7,620,429
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$286,663
Fundraising Direct Expenses$52,026
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Boys Toys$199,066$199,066$14,192$184,874
Golf tournament$87,597$87,597$1,814$85,783
Total Events$286,663$286,663$52,026$234,637
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 B, Line 11B

The 990 and audited financial statements are provided to the executive director, finance director, and finance committee of the board of directors who, combined, have the skills, knowledge, and experience to oversee the preparation services. The 990 is presented to the entire board of directors annually along with the audited financial statements at their next regular scheduled meeting subsequent to filing.

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

The executive director in conjunction with the HR director conducts an annual board of directors orientation in which conflict of interest policies and disclosure requirements are presented to the board members. Members are requested to disclose their relationships the might be deemed as a conflict of interest. Board members must abstain from any votes on action items for which there is a known or potential conflict. The executive assistant maintains a record of all officers and directors and the companies with whom they are affiliated. The requirements for disclosure are presented to key management employees during their annual employment review.

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

An evaluation tool is utilized by the board of directors during the annual review process of the executive director and key management of the Organization. The Organization conducts a formal review of each employee annually and participates in a compensation survey provided annually by a local nonprofit managementcenter.

Form 990, Part VI, Section C, Line 19

Public documents, financial statements, and the 990 are made available upon request at the Organizations administrative offices at 2701 North A Street, Midland, Texas 79705. The 990 is also published on guidestar.org.

Filing and Contact Details

Filer

Filer Name
Marc Inc
EIN
75-1038411
Phone
4326959901
Address
2701 NORTH A STREET, MIDLAND, TX 79705

Signing Officer

Name
Charlotte Bosecker
Title
Executive Director
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlotte Bosecker
Formed
1959
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
217
Volunteers
100

Preparer

Firm
Randy Silhan CPA Cfe
Address
PO BOX 1341, WOLFFORTH, TX 79382
Preparer
Randy Silhan
Phone
4325800204
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 1,019,348, Grants and allocations 0, Revenue 466,280 MARCs Resource Center, Spectrum of Solutions, serves as a therapeutic epicenter for the West Texas Region. The team offers comprehensive evaluations conducted by specialists in the fields of speech language pathology, education, psychology and developmental behavioral pediatrics. The teams includes a partnership with physicians including the only board certified developmental behavioral pediatrician in the area.

Financial Statement Notes

V 4

The MARC Endowment Inc.manages the funds of the endowment for the exclusive benefit of MARC, Inc. The Endowment makes grants to or for the benefit of MARC, Inc. from investment earnings. The Endowment is a Type 1 supporting organization of MARC, Inc. as described in Schedule R.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20SELF ADVOCATE REP
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IRS990/MissionDesc0To empower individuals with disabilities to live a full and meaningful life by affording them the opportunity to live, work, and play in the community.
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IRS990/PrincipalOfficerNm0Charlotte Bosecker
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IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
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IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
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IRS990/ProgramServiceRevenueGrp/Desc0Intermediate Care Facility
IRS990/ProgramServiceRevenueGrp/Desc1Home and Community Based Services
IRS990/ProgramServiceRevenueGrp/Desc2Day Habilitation
IRS990/ProgramServiceRevenueGrp/Desc3Spectrum of Solutions autism therapy,services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02232452
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12691562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2490834
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2490834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3466280
IRS990/ProgSrvcAccomActy2Grp/Desc0MARCs Home and Community Based Services program includes residential homes, in home support, supported home living, and foster care. Residential homes have 4 residents living in each home. Residents participate in programs developed by their support team which includes goals to help each individual obtain the highest level of independence possible. In Home Support allows individuals to live in his/her own home with MARC staff available to implement programming and training developed by the team. Supported Home Living is for individuals who choose to live in their own homes or apartments. The support team develops a plan with goals for each person. Staff supports the individual with training, transportation and social opportunities. Foster Care is a facet of HCS whereby adults live with their families or an approved foster parent. The support team develops a program to be implemented at home. The person may attend MARCs vocational program or other available day programs. Each person supported in the HCS program participates in a job related activity provided by MARC.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$1.05$15.6$8.52$9.10$0.58
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.92$14.2$8.75$8.62$0.13
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.84$14.1$8.28$7.40$0.88
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.58$13.2$7.11$7.49$0.39
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.68$13.5$11.6$7.62$3.97
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.51$9.55$9.65$7.01$2.64
2018Detailed filing. Detailed filing data is available for this year.$7.37$0.47$6.90$7.37$7.10$0.27
2017Detailed filing. Detailed filing data is available for this year.$7.00$0.39$6.61$7.10$6.90$0.20
2016Detailed filing. Detailed filing data is available for this year.$7.17$0.67$6.51$7.07$6.77$0.30
2015Detailed filing. Detailed filing data is available for this year.$6.77$0.56$6.21$7.89$6.45$1.44
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.60$5.01$6.48$6.71$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.67$5.23$6.52
2012Summary only. Only limited summary data is available for this year.$5.57$0.70$4.87$6.90$6.22$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.92$4.19$6.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.72$3.95$5.69