THE MARC FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE MARC FOUNDATION (EIN 86-0604565)
Tax period: 2019-10-01 to 2020-09-30
Filed: 2021-08-13
IRS object ID: 202102259349302035
Schema version: 2019v5.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-08-13T11:38:34-00:00	ReturnTs
Tax Period End	2020-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SECHLER MORGAN CPAS PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2418 W BARROW DRIVE	AddressLine1Txt
City	CHANDLER	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85224	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	860604565	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MARC FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARC	BusinessNameControlTxt
Phone	4809693800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	924 N Country Club Dr	AddressLine1Txt
City	Mesa	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	John Moore	PersonNm
Person Title	CFO of COPA Health Inc	PersonTitleTxt
Signature	2021-08-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KRISTINA MORGAN CPA	PreparerPersonNm
Phone	6022302700	PhoneNum
Preparation	2021-08-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Shar Najafi-Piper	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	924 N Country Club Dr	AddressLine1Txt
City	Mesa	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85201	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$274,547	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1988	FormationYr
Legal Domicile State	AZ	LegalDomicileStateCd
Activity Or Mission	Planned giving for persons with disabilities	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	39	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$235,029	PYContributionsGrantsAmt
CY Contributions Grants	$229,696	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$3,503	PYInvestmentIncomeAmt
CY Investment Income	$163	CYInvestmentIncomeAmt
PY Other Revenue	$758	PYOtherRevenueAmt
CY Other Revenue	-$16,026	CYOtherRevenueAmt
PY Total Revenue	$239,290	PYTotalRevenueAmt
CY Total Revenue	$213,833	CYTotalRevenueAmt
PY Grants And Similar Paid	$62,744	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,174	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$65,935	CYTotalFundraisingExpenseAmt
PY Other Expenses	$163,991	PYOtherExpensesAmt
CY Other Expenses	$231,614	CYOtherExpensesAmt
PY Total Expenses	$226,735	PYTotalExpensesAmt
CY Total Expenses	$234,788	CYTotalExpensesAmt
PY Revenues Less Expenses	$12,555	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$20,955	CYRevenuesLessExpensesAmt
Total Assets BOY	$716,288	TotalAssetsBOYAmt
Total Assets EOY	$967,130	TotalAssetsEOYAmt
Total Liabilities BOY	$747,895	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,015,710	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$31,607	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$48,580	NetAssetsOrFundBalancesEOYAmt
Mission	Planned giving for persons with disabilities.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$93,767	ExpenseAmt
Grant	$3,174	GrantAmt
Desc	The Marc Foundation raises and invests donations for the benefit of individuals with disabilities, primarily those served in programs run by Marc Community Resources.	Desc
Total Program Service Expenses	$93,767	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	John Moore	PersonNm
Phone	4809693800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	924 N Country Club Dr	AddressLine1Txt
City	Mesa	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85201	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
John Moore
CFO	020.00	048.00	Yes (X)	$0	$209,207	$28,161
Shar Najafi-Piper
CEO	002.00	048.00	Yes (X)	$0	$161,915	$9,532
Norm Duve
Chief Development Officer	035.00	020.00	Yes (X)	$0	$134,029	$23,652
Don J Fowls
Chairman	002.00	012.00	Yes (X)	$0	$0	$0	Yes (X)
David Day
Vice Chair / Treasurer	002.00	012.00	Yes (X)	$0	$0	$0	Yes (X)
Deborah Elliot
Secretary	002.00	012.00	Yes (X)	$0	$0	$0	Yes (X)
Wilford Cardon
Immediate Past Chair	002.00	012.00	Yes (X)	$0	$0	$0	Yes (X)
Jon Scott Williams
Director	002.00	012.00		$0	$0	$0	Yes (X)
Brian Middleton
Director	002.00	012.00		$0	$0	$0	Yes (X)
Chris Schneck
Director	002.00	012.00		$0	$0	$0	Yes (X)
Brian Kotsur
Director	002.00	012.00		$0	$0	$0	Yes (X)
Holly Williams
Director	002.00	012.00		$0	$0	$0	Yes (X)
Diane Hough
Director	002.00	012.00		$0	$0	$0	Yes (X)
A Melvin McDonald
Director	002.00	012.00		$0	$0	$0	Yes (X)
Abraham Barton
Director from 2/2020	002.00	012.00		$0	$0	$0	Yes (X)
Paul Barnes
Director from 8/2020	002.00	012.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Tot Reportable Comp Rltd Org	$505,151	TotReportableCompRltdOrgAmt
Total Other Compensation	$61,345	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Fundraising	$85,697	FundraisingAmt
Related Organizations	$2,500	RelatedOrganizationsAmt
All Other Contributions	$141,499	AllOtherContributionsAmt
Noncash Contributions	$6,395	NoncashContributionsAmt
Total Contributions	$229,696	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$74	TotalRevenueColumnAmt
Exclusion	$74	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$89	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$89	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$89	TotalRevenueColumnAmt
Exclusion	$89	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$30,638	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$85,697	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$54,763	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$24,125	TotalRevenueColumnAmt
Exclusion	-$24,125	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$14,050	GamingGrossIncomeAmt
Gaming Direct Expenses	$5,951	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,099	TotalRevenueColumnAmt
Exclusion	$8,099	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$213,833	TotalRevenueColumnAmt
Exclusion	-$15,863	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,174	TotalAmt
Program Services	$3,174	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$68,800	TotalAmt
Management And General	$68,800	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,325	TotalAmt
Management And General	$2,325	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$425	TotalAmt
Management And General	$425	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$28,381	TotalAmt
Program Services	$25,543	ProgramServicesAmt
Fundraising	$2,838	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,648	TotalAmt
Program Services	$1,901	ProgramServicesAmt
Management And General	$3,536	ManagementAndGeneralAmt
Fundraising	$211	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,712	TotalAmt
Program Services	$3,341	ProgramServicesAmt
Fundraising	$371	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,631	TotalAmt
Program Services	$1,631	ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$86	TotalAmt
Program Services	$86	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Program ServicesProgramServicesAmt
Virtual Gala Fundraiser Expense	$62,515	$62,515
Program supplies	$58,091		$58,091

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$234,788	TotalAmt
Program Services	$93,767	ProgramServicesAmt
Management And General	$75,086	ManagementAndGeneralAmt
Fundraising	$65,935	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$414,067	BOYAmt
EOY	$439,597	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$185,374	BOYAmt
EOY	$185,871	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$82,203	BOYAmt
EOY	$299,239	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,822	BOYAmt
EOY	$7,193	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$32,822	BOYAmt
EOY	$35,230	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$716,288	BOYAmt
EOY	$967,130	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$20,200	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$727,695	BOYAmt
EOY	$1,015,710	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$747,895	BOYAmt
EOY	$1,015,710	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$122,218	BOYAmt
EOY	-$139,191	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$90,611	BOYAmt
EOY	$90,611	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$31,607	BOYAmt
EOY	-$48,580	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$716,288	BOYAmt
EOY	$967,130	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$20,955	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,982	NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type2	Yes (X)	SupportingOrgType2Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Marc Community Resources Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	860137109	EIN
Organization Type	10	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$0	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Other Support Sum	$0	OtherSupportSumAmt
Public Support CY170	0.00000	PublicSupportCY170Pct
Public Support CY509	0.00000	PublicSupportCY509Pct
Investment Income CY	0.00000	InvestmentIncomeCYPct

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	Yes (true)	MajorityDirTrstSupportedOrgInd

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$90,611	BeginningYearBalanceAmt
Investment Earnings Or Losses	$733	InvestmentEarningsOrLossesAmt
Other Expenditures	$733	OtherExpendituresAmt
End Year Balance	$90,611	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$39,425	BeginningYearBalanceAmt
Contributions	$50,720	ContributionsAmt
Investment Earnings Or Losses	$466	InvestmentEarningsOrLossesAmt
End Year Balance	$90,611	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$39,425	BeginningYearBalanceAmt
End Year Balance	$39,425	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$39,300	BeginningYearBalanceAmt
Investment Earnings Or Losses	$125	InvestmentEarningsOrLossesAmt
End Year Balance	$39,425	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$39,253	BeginningYearBalanceAmt
Investment Earnings Or Losses	$47	InvestmentEarningsOrLossesAmt
End Year Balance	$39,300	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.11000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.89000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Federal income taxes
Due to Marc Community Resources	$1,015,710

Field	Value	IRS element (for citing)
Total Liability	$1,015,710	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$291,998	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$3,982	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$13,895	DonatedServicesAndUseFcltsAmt
Other Revenue	$60,713	OtherRevenueAmt
Revenue Not Reported	$78,590	RevenueNotReportedAmt
Revenue Subtotal	$213,408	RevenueSubtotalAmt
Investment Expenses Not Incld	$425	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$425	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$213,833	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$308,971	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$13,895	DonatedServicesUseFcltsAmt
Other Expenses Included	$60,713	OtherExpensesIncludedAmt
Expenses Not Reported	$74,608	ExpensesNotReportedAmt
Expenses Subtotal	$234,363	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$425	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$425	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$234,788	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
V 4	Temporary and Permanently Restricted Net Assets were restricted for the following purposes 1 some funds, with their associated investment income, must be used for grants to preschool-aged children and/or adults with severe disabilities who receive services at Marc Community Resources and 2 some funds, with their associated investment income, must be used to provide grants to individuals with disabilities, and their families, as appropriate, for the purchase of adaptive aids, equipment, program materials, and other facilitative devices which support a disabled individuals effort to become more self-sufficient and independent.
X 2	Management believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization will recognize future accrued interest and penalties related to the unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred
XI 2 d	Other 60,713 Fundraising expenses reported in revenue for tax return.
XII 2 d	Other 60,713 Fundraising expenses reported in revenue for tax return.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Founders 9 Banquet	Event1Nm
Gross Receipts Event1	$116,335	GrossReceiptsEvent1Amt
Charitable Contri Event1	$85,697	CharitableContriEvent1Amt
Gross Revenue Event1	$30,638	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$35,629	RentFacilityCostsEvent1Amt
Entertainment Event1	$400	EntertainmentEvent1Amt
Other Direct Expenses Event1	$18,734	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$116,335	GrossReceiptsTotalAmt
Charitable Contributions Tot	$85,697	CharitableContributionsTotAmt
Gross Revenue Total Events	$30,638	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$35,629	RentFcltyCostsTotalEventsAmt
Entertainment Total Events	$400	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$18,734	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$54,763	DirectExpenseSummaryEventsAmt
Net Income Summary	-$24,125	NetIncomeSummaryAmt

Field	Value	IRS element (for citing)
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt
John Moore
CFO	$182,014	$27,193	$28,161	$237,368
Shar Najafi-Piper
CEO	$151,915	$10,000	$9,532	$171,447
Norm Duve
Chief Development Officer	$105,000	$26,894	$23,652	$157,681	$2,135

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I Line 3	Related Organization Compensation policy in effect Each year the Board approves the performance goals for the CEO based primarily on the Board approved strategic plan. At the end of the year, the board chair completes a performance evaluation. In addition to the performance evaluation, the board is provided data from the most recent GuideStar Compensation Study and/or credible surveys/studies. The board is provided a five year historical wage analysis that breaks down all of the components of comprehensive compensation. Periodically, the agency contracts with an independent organization to conduct a formal compensation study to provide the board with benchmark data and provide independent assurances that compensation is reasonable based on IRS guidelines. Finally, the board is provided the breakdown of comprehensive compensation to all officers and key employees that report directly to the CEO. The board convenes to approve compensation that is appropriately comparable per IRS guidelines and consistent with the performance evaluations.
Part I Line 4 b	Marc Community Resources has a defined contribution plan the Plan covering employees meeting plan qualification. The Plan provides for employer contributions based primarily on employee participation. Marc Community Resources also has a non-qualified deferred compensation plan The Marc Community Non-Qualified 457b Plan covering certain executives. Marc Community did not make any contributions to these plans for the individuals listed on Schedule J.
Part I Line 7	Non-fixed Payments Year-end discretionary bonuses were given to employees based on their performance reviews, the companys performance, and feasibility Norman Duve 10,000. The organization has a committee that reviews all executive compensation through review of comparative data and this compensation is approved by the board in advance of any payments being made.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 1 a	The Organization did not issue any Forms 1099. The payments for the services were paid through Marc Community Resources Inc. MRC, and therefore they issued the Forms 1099 directly. The Organization reimbursed MRC for these services payments.
Form 990, Part VI, Section A, Line 3	The Organization has delegated bookeeping and daily operational duties to Marc Community Resources, Inc MCR which employs its Chief Development Officer. This officer received 92,524 in compensation and benefits from MCR for the fiscal year for services performed for the Foundation.
Form 990, Part VI, Section A, Line 4	The Organizations Bylaws and Articles of Incorporation were amended to establish COPA Health, Inc. COPA to be the Sole Member of The Marc Foundation TMF. At all times, the Directors and Officers of COPA will be the Directors and Officers of TMF.
Form 990, Part VI, Section A, Line 6 7 a	COPA Health, Inc COPA is the sole member of the filing organization and COPA appoints the board members to serve on the filing organizations board. At all times, the Directors and Officers of COPA will be the Directors and Officers of the Organization.
Form 990, Part VI, Section A, Line 7 b	The following acts require approval from the Sole Member 1 Amendments to the Organizations Bylaws, and 2 Borrowing money from any lender.
Form 990, Part VI, Section B, Line 11 b	Copies of the 990 and all related schedules are sent out to the entire Board of Directors of COPA Health, Inc. COPA for review. Any questions the Board might have are directed back to the Chief Financial Officer of COPA. The 990 is then discussed at a full board meeting and approved by the COPA Board of Directors.
Form 990, Part VI, Section B, Line 12 c	Enforcing agency policy on conflicts of interest is the responsibility of COPA Health, Inc.s audit committee. This committee dedicates one meeting per year to 1 Ensure all conflict of interest statements have been received, 2 Ensure conflicts are fully understood and implications discussed and disposition agreed upon, 3 Ensure that board members with conflicts, if any, follow policy with respect to voting on matters that they may have a conflict with, and 4 Recommend enhancements to existing forms, policies, and training related to conflicts of interest.
Form 990, Part VI, Section B, Line 15 a b	Each year, the Board approves performance goals for the CEO based primarily on the Board approved strategic plan. At the end of the year, the board chair completes a performance evaluation. The board of directors maintains a compensation committee to determine CEO compensation. Periodically, the organization contracts with an independent organization to conduct a formal compensation study to provide the compensation committee with benchmark data for the CEO and other certain other officer positions and provide independent assurance that compensation is reasonable based on IRS guidelines. GuideStar Compensation Studies are also used from time to time. All components of comprehensive compensation for the CEO, including bonuses to the CEO or officers are approved by the board prior to payments being disbursed.
Form 990, Part VI, Section C, Line 18 19	The Organization will provide in a timely manner, copies of all policies, procedures, annual financial audits, and Forms 990 when requested in writing or in person.
Form 990, Part IX, Line 11 g	Other Contract Services 28,381 24,771 Consultants for Program Development 22,294 Program, -0- Administrative, 2,477 Fundraising 1,560 Videographer, 1,404 Program, -0- Administrative, 156 Fundraising 2,050 Branding, 1,845 Program, -0- Administrative, 205 Fundraising.
Form 990, Part XII, Line 2 c	The board of directors has a Risk and Audit Committee that is tasked to oversee the consolidated financial statement audit and select the independent auditor.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
Marc Community Resources
924 N Country Club Dr	Mesa	AZ	85201	860137109	Serves mentally ill and I/DD populations	AZ	501 c 3	10	COPA Health Inc	false
Villages at the Oasis Park Phase I
924 N Country Club Dr	Mesa	AZ	85201	271838305	Special Needs Housing	AZ	501 c 3	12	COPA Health Inc	false
Villages at the Oasis Park Phase II
924 N Country Club Dr	Mesa	AZ	85201	273345879	Special Needs Housing	AZ	501 c 3	12	COPA Health Inc	false
Partners in Recovery
924 N Country Club Dr	Mesa	AZ	85201	264681471	Developmentally Disabled and Seriously Mentally Ill	AZ	501 c 3	10	COPA Health Inc	false
Advocates for the Disabled
924 N Country Club Dr	Mesa	AZ	85201	860285294	Assist w/ gov benefits	AZ	501 c 3	7	COPA Health Inc	false
COPA Health Inc
924 N Country Club Dr	Mesa	AZ	85201	844608444	Support and Programmatic resources	AZ	501 c 3	12		false	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	TecMarc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	924 N Country Club	AddressLine1Txt
City	Mesa	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85201	ZIPCd

Field	Value	IRS element (for citing)
EIN	262119128	EIN
Primary Activities	Technical Services	PrimaryActivitiesTxt
Legal Domicile State	AZ	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Marc Community Resources	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C Corp	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd