FRIENDS OF MARION COA: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF MARION COA (EIN 45-5597485)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349207382
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:03:48-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 384332472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WAREHAM RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455597485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF MARION COA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 5087481538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 937 | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHYLLIS PARTRIDGE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5087481538 | PhoneNum |
| Signature | 2024-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L MCARDLE JR CPA | PreparerPersonNm |
| PTIN | P00146401 | PTIN |
| Phone | 5087481611 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $77,940 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $44,505 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $835 | InvestmentIncomeAmt |
| Fundraising Gross Income | $32,197 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,837 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,360 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $403 | OtherRevenueTotalAmt |
| Total Revenue | $57,103 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,175 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $373 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $29,676 | OtherExpensesTotalAmt |
| Total Expenses | $31,224 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,879 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $176,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $202,386 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,507 | BOYAmt |
| EOY | $202,386 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,507 | BOYAmt |
| EOY | $202,386 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,507 | BOYAmt |
| EOY | $202,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT AND ENHANCE THE OPERATION OF THE MARION COUNCIL ON AGING | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ASSIST MARION COUNCIL ON AGING BY PROVIDING PROGRAMS FOR SENIORS AND IMPROVING A BUILDING OWNED BY THE TOWN FOR THE USE BY MARION COA | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $27,414 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,414 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (20 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DIANNE COSMAN | ||
| PRESIDENT | 000.00 | $0 |
| CAROLINE BOLICK | ||
| VICE PRESIDE | 000.00 | $0 |
| PHYLLIS PARTRIDGE | ||
| TREASURER | 000.00 | $0 |
| DEBORAH BUSH | ||
| SECRETARY | 000.00 | $0 |
| ANI BAUERLEIN | ||
| DIRECTOR | 000.00 | $0 |
| NANCY BRAITMAYER | ||
| DIRECTOR | 000.00 | $0 |
| CAROL BROWN | ||
| DIRECTOR | 000.00 | $0 |
| KATHLEEN FEENEY | ||
| DIRECTOR | 000.00 | $0 |
| CAROL HOUDELETTE | ||
| DIRECTOR | 000.00 | $0 |
| ANDREA KEENE | ||
| DIRECTOR | 000.00 | $0 |
| KATHY MARX | ||
| DIRECTOR | 000.00 | $0 |
| FRANK MCNAMEE | ||
| DIRECTOR | 000.00 | $0 |
| JUDY MOONEY | ||
| DIRECTOR | 000.00 | $0 |
| NANCY MOORE | ||
| DIRECTOR | 000.00 | $0 |
| HARRY NORWEB | ||
| DIRECTOR | 000.00 | $0 |
| MEREDITH RYDER | ||
| DIRECTOR | 000.00 | $0 |
| MARGOT STONE | ||
| DIRECTOR | 000.00 | $0 |
| PATRICIA WHITE | ||
| DIRECTOR | 000.00 | $0 |
| SUSAN WOOD | ||
| DIRECTOR | 000.00 | $0 |
| BERTRAM ZARINS MD | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHYLLIS PARTRIDGE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CONVERSE ROAD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087481538 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,505 | CurrentTaxYearAmt |
| Total | $286,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,505 | CurrentTaxYearAmt |
| Total | $286,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $286,214 | PublicSupportTotal170Amt |
| Total Support | $286,214 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,435 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | YARD SALE | Event1Nm |
| Gross Receipts Event1 | $10,107 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $10,107 | GrossRevenueEvent1Amt |
| Event2 | NEWPORT PLAYHOU | Event2Nm |
| Gross Receipts Event2 | $7,895 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,895 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,813 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $18,002 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $18,002 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,813 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,813 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,189 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS 403 TOTAL 403 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 899 INSURANCE 630 FEES AND CHARGES 13 FLOWERS 255 FOOD BANK AND SUPPLEMENT 6,509 GIFT OUTGOING BOARD 256 LANDSCAPING 6,194 ANNUAL TAXES 45 NEWPORT LIGHTHOUSE TOUR 4,754 PARKS PROJECT MATCHING 4,469 PO BOX RENTAL 226 SENIOR PROGRAMS 5,233 STAFF COA GIFTS 193 TOTAL 29,676 |
Comments