MARION COMMUNITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARION COMMUNITY FOUNDATION (EIN 31-4446189)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-10
- IRS object ID
- 201400419349301715
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2014-02-10T05:44:36-00:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane Mault Tax Service | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2705 Marion Waldo Rd | AddressLine1 |
| City | Marion | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314446189 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARION COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARI | NameControl |
| Phone | 7403879704 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 S STATE STREET | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEAN JACOB | Name |
| Title | PRESIDENT CEO | Title |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Diane Mault | Name |
| Phone | 7403892435 | Phone |
| Date Prepared | 2014-02-10 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dean L Jacob | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 S State Street | AddressLine1 |
| City | Marion | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2224494 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.marioncommunityfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | The Marion Community Foundation is organized exclusively for charitable, scientific, literary, and educational purposes. The Marion Community Foundation is dedicated to fostering philanthropy by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 33 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 937643 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 648750 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1114610 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1574617 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 982 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1127 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2053235 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2224494 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 914765 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1317006 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 177162 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 179277 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16175 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 391699 | OtherExpensePriorYear |
| Other Expenses Current Year | 409914 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1483626 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1906197 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 569609 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 318297 | RevenuesLessExpensesCY |
| Total Assets BOY | 37433438 | TotalAssetsBOY |
| Total Assets EOY | 39364362 | TotalAssetsEOY |
| Total Liabilities BOY | 3258136 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4078921 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34175302 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35285441 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Marion Community Foundation is dedicated to fostering philanthropy consistent with community values by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1453787 | Expense |
| Grants | 1070296 | Grants |
| Description | The organization has two primary program services. The first being our Grant Program. Consistent with the organizations mission, each year grants are awarded through a grant application process from the organizations endowment funds in accordance with the organizations spending policy and the wishes of the donors. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 363447 | Expense |
| Grants | 246710 | Grants |
| Description | The organizations second program is our Scholarship Program. Each year scholarships are awarded from Field of Interest endowed and nonendowed funds to various students meeting the qualifying criteria set forth in the fund documents. The scholarship committee, along with donor selection committees, review the applications and recommend the acceptable receipents. Finally the board of trustees approves the scholarships and the scholarships are awarded. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1817234 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CEOPRESIDENT OF FOUNDATION | NamePerson |
| Telephone Number | 7403879704 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 S STATE STREET | AddressLine1 |
| City | MARION | City |
| State | OH | State |
| ZIP Code | 43302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Rex Parrott | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Sue Jacob | ||||||
| Chairwoman | 001.00 | X | 0 | 0 | 0 | X |
| Tom Johnston | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Nicole Workman | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Susan Brown | ||||||
| Secretary | 001.00 | X | 0 | 0 | 0 | X |
| Kim Stark | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Dr Charles Garvin | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Dr James Barney | ||||||
| Vice chairman | 001.00 | X | 0 | 0 | 0 | X |
| Dr Scott Yancey | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Megan Queen | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Doug Ford | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Larry Geissler | ||||||
| Past Chairman | 001.00 | X | 0 | 0 | 0 | X |
| Ted Graham | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Ronald Cramer | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Thomas Jenkins | ||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | |
| Bradley Bebout | ||||||
| PresidentCEO | 040.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 648750 | AllOtherContributions |
| Total Contributions | 648750 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1574617 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other misc income | Description |
| Total Revenue Column | 1127 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1127 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2224494 | TotalRevenueColumn |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1317006 | Total |
| Program Services | 1317006 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87437 | Total |
| Program Services | 61206 | ProgramServices |
| Management And General | 21859 | ManagementAndGeneral |
| Fundraising | 4372 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59391 | Total |
| Program Services | 41573 | ProgramServices |
| Management And General | 14848 | ManagementAndGeneral |
| Fundraising | 2970 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3619 | Total |
| Program Services | 2533 | ProgramServices |
| Management And General | 905 | ManagementAndGeneral |
| Fundraising | 181 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17322 | Total |
| Program Services | 12125 | ProgramServices |
| Management And General | 4331 | ManagementAndGeneral |
| Fundraising | 866 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11508 | Total |
| Program Services | 8056 | ProgramServices |
| Management And General | 2877 | ManagementAndGeneral |
| Fundraising | 575 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26833 | Total |
| Program Services | 18783 | ProgramServices |
| Management And General | 6708 | ManagementAndGeneral |
| Fundraising | 1342 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265695 | Total |
| Program Services | 265695 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32347 | Total |
| Program Services | 30730 | ProgramServices |
| Fundraising | 1617 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7462 | Total |
| Program Services | 5223 | ProgramServices |
| Management And General | 1866 | ManagementAndGeneral |
| Fundraising | 373 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30536 | Total |
| Program Services | 21375 | ProgramServices |
| Management And General | 7634 | ManagementAndGeneral |
| Fundraising | 1527 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20246 | Total |
| Program Services | 14172 | ProgramServices |
| Management And General | 5062 | ManagementAndGeneral |
| Fundraising | 1012 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2634 | Total |
| Program Services | 1844 | ProgramServices |
| Management And General | 658 | ManagementAndGeneral |
| Fundraising | 132 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496 | Total |
| Program Services | 347 | ProgramServices |
| Management And General | 124 | ManagementAndGeneral |
| Fundraising | 25 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487 | Total |
| Program Services | 1041 | ProgramServices |
| Management And General | 372 | ManagementAndGeneral |
| Fundraising | 74 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8472 | Total |
| Program Services | 5930 | ProgramServices |
| Management And General | 2118 | ManagementAndGeneral |
| Fundraising | 424 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Dues | 5557 | 3890 | 1389 | 278 |
| Other Misc Exp | 4581 | 3207 | 1145 | 229 |
| Copying | 3568 | 2498 | 892 | 178 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1906197 | Total |
| Program Services | 1817234 | ProgramServices |
| Management And General | 72788 | ManagementAndGeneral |
| Fundraising | 16175 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 483486 | BOY |
| EOY | 356872 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5568 | BOY |
| EOY | 8174 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27899 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20767 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8619 | BOY |
| EOY | 7132 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36935765 | BOY |
| EOY | 38992184 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37433438 | BOY |
| EOY | 39364362 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6110 | BOY |
| EOY | 25202 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216101 | BOY |
| EOY | 962575 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3035925 | BOY |
| EOY | 3091144 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3258136 | BOY |
| EOY | 4078921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34175302 | BOY |
| EOY | 35285441 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34175302 | BOY |
| EOY | 35285441 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37433438 | BOY |
| EOY | 39364362 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 318297 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 791842 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 594122 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 508833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2820230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 937643 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648750 | CurrentTaxYear |
| Total | 5509578 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 594122 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 508833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2820230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 937643 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648750 | CurrentTaxYear |
| Total | 5509578 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 5509578 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 404526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 389916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 703110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1114610 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1142058 | CurrentTaxYear |
| Total | 3754220 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3033 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6094 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48350 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 982 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1127 | CurrentTaxYear |
| Total | 59586 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9323384 | TotalSupport |
| Gross Receipts From Admissions Etc | 5509578 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.59090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66110 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Facts And Circumstances Test | Part II Line 10 The Foundation previously owned and operated a non-profit acute care hospital. In 1998 and 1999 the Foundation sold the assets of the hospital and pharmacies. The unpaid patient accounts receivable have been subsequently collected and reported as income from discontinued services to the Foundation. In addition to this income, the Foundation has received small amounts due to class action lawsuits regarding publicly traded securities owned by the Foundation. | FactsAndCircumstancesTest |
| General Explanation | Part II Line 10 The Foundation previously owned and operated a non-profit acute care hospital. In 1998 and 1999 the Foundation sold the assets of the hospital and pharmacies. The unpaid patient accounts receivable have been subsequently collected and reported as income from discontinued services to the Foundation. In addition to this income, the Foundation has received small amounts due to class action lawsuits regarding publicly traded securities owned by the Foundation. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 23 | NumberDAFsHeld |
| Number Funds Held | 132 | NumberFundsHeld |
| Donor Advised Contributions | 24051 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 624698 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 311903 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 758393 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 11969188 | AggregateDAFValue |
| Aggregate Fund Value | 23316253 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34175305 | BeginningOfYearBalance |
| Contributions | 648750 | Contributions |
| Investment Earnings Or Losses | 2367587 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1317006 | GrantsOrScholarships |
| Other Expenditures | 516407 | OtherExpenditures |
| Administrative Expenses | 72788 | AdministrativeExpenses |
| End Of Year Balance | 35285441 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34744898 | BeginningOfYearBalance |
| Contributions | 937643 | Contributions |
| Investment Earnings Or Losses | -23606 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 914765 | GrantsOrScholarships |
| Other Expenditures | 502057 | OtherExpenditures |
| Administrative Expenses | 66808 | AdministrativeExpenses |
| End Of Year Balance | 34175305 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29525431 | BeginningOfYearBalance |
| Contributions | 2820230 | Contributions |
| Investment Earnings Or Losses | 3835451 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 925681 | GrantsOrScholarships |
| Other Expenditures | 449779 | OtherExpenditures |
| Administrative Expenses | 60754 | AdministrativeExpenses |
| End Of Year Balance | 34744898 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11454571 | BeginningOfYearBalance |
| Contributions | 17677907 | Contributions |
| Investment Earnings Or Losses | 1263562 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 478109 | GrantsOrScholarships |
| Other Expenditures | 337044 | OtherExpenditures |
| Administrative Expenses | 55456 | AdministrativeExpenses |
| End Of Year Balance | 29525431 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13907208 | BeginningOfYearBalance |
| Contributions | 597155 | Contributions |
| Investment Earnings Or Losses | -2071722 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 590573 | GrantsOrScholarships |
| Other Expenditures | 334764 | OtherExpenditures |
| Administrative Expenses | 52733 | AdministrativeExpenses |
| End Of Year Balance | 11454571 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.91000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27899 | OtherCostOrOtherBasis |
| Depreciation | 20767 | Depreciation |
| Book Value | 7132 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7132 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Agency Liabilities | $3,091,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3091144 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3016337 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 791843 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 791843 | RevenueNotRptdF990 |
| Revenue Subtotal | 2224494 | RevenueSubtotal |
| Total Revenue Per Form990 | 2224494 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1906197 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1906197 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1906197 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | 4 | The intended use of the endowment funds is to enhance the quality of life for the greater Marion, Ohio area by fostering philanathropy and providing a vehicle for giving through various charitable grants and scholarships |
| X | 2 | The Foundation follows ASC No 958-325-25 Recognition Not-For-Profit topic which states that a transfer of assets in which the resource provider specifies itself as the beneficiary, the transaction is not a contribution and shall be recorded as a liability even if variance power has been explicity granted to the recipient organization. Accordingly, the Foundation recognizes funds contributed to organizational endowment funds by the beneficiary as agent liabilities. |
| X | 2 | The Foundation has been determined by the Internal Revenue Service to be exempt from Federal Income taxes as a nonprofit organization under Section 501c3 of the Internal Revenue Code and classified by the Internal Revenue Service as other than a private foundation and, as a result, a provision for taxes is not required. The Foundation follows ASC No.l 740-10 Accounting for Uncertainity in Income Taxes. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|---|---|---|---|
| Centenary United Methodist Church | |||||||
| 10672 St Rt 555 | Cutler | OH | 45724 | 501c3 | 13225 | Support | |
| Center St Community Health Center | |||||||
| 136 W Center Street | Marion | OH | 43302 | 501c3 | 265193 | Health Wellness | 341751179 |
| Central Christian Church | |||||||
| 421 Mt Vernon Ave | Marion | OH | 43302 | 501c3 | 13225 | Support | 314389669 |
| Emanuel Lutheran Church | |||||||
| 241 S Prospect St | Marion | OH | 43302 | 501c3 | 27725 | Support | 314392604 |
| Epworth United Methodist Church | |||||||
| 249 E Center St | Marion | OH | 43302 | 501c3 | 15550 | Support | 314379462 |
| Father Fury Fund at Marion Catholic | |||||||
| 274 N Prospect St | Marion | OH | 43302 | 501c3 | 15900 | Support | |
| Habitat for Humanity | |||||||
| 409 David St | Marion | OH | 43302 | 501c3 | 5000 | Restorations | 311402513 |
| Harding Home State Memorial | |||||||
| 380 Mt Vernon Ave | Marion | OH | 43302 | 501c3 | 12250 | Support Programs | 314389673 |
| I Can Center of Excellence | |||||||
| 1465 Mt Vernon Ave | Marion | OH | 43302 | 501c3 | 11400 | Education | 205871057 |
| Johnson Rudd Community Complex | |||||||
| 6342 Marion Agosta Rd | Marion | OH | 43302 | 501c3 | 20000 | Support | 311692929 |
| Legal Aid Society | |||||||
| 142 W Center St Rear | Marion | OH | 43302 | 501c3 | 5700 | Education | 314416407 |
| Marion Adolescent Pregnancy | |||||||
| 498 N Main St | Marion | OH | 43302 | 501c3 | 13271 | Choices | 311036853 |
| Marion Area Counseling Center | |||||||
| 320 Executive Drive | Marion | OH | 43302 | 501c3 | 98425 | Assistance | 310937618 |
| Marion County Historical Society | |||||||
| 169 E Church St | Marion | OH | 43302 | 501c3 | 13445 | Support | 237403827 |
| Marion Family YMCA | |||||||
| 645 Barks Rd | Marion | OH | 43302 | 501c3 | 210863 | Health Wellness | 314380058 |
| Marion Harding High School | |||||||
| 1500 Harding Hwy | Marion | OH | 43302 | 501c3 | 5775 | Education | 316400708 |
| Marion Matters | |||||||
| 790 Kenton Ave | Marion | OH | 43302 | 501c3 | 11000 | Support | 275464424 |
| Marion Speech & Hearing Center | |||||||
| 1199 Delaware Ave | Marion | OH | 43302 | 501c3 | 6400 | Support | 310747800 |
| Marion Technical College | |||||||
| 1467 Mt Vernon Ave | Marion | OH | 43302 | 42543 | Education | 310798878 | |
| Marion Youth Development | |||||||
| 565 Oak Street | Marion | OH | 43302 | 501c3 | 51780 | Youth Development | 311423275 |
| Mobile Meals of Marion County | |||||||
| 326 S Prospect St | Marion | OH | 43302 | 501c3 | 10000 | Meal Assistance | 310856371 |
| Ohio Heartland | |||||||
| 372 E Center St | Marion | OH | 43302 | 501c3 | 40000 | Prescription Program | 340978820 |
| Palace Cultural Arts Assoc | |||||||
| 276 W Center St | Marion | OH | 43302 | 501c3 | 70000 | Charitable purposes | 237456843 |
| Prairie Parks Foundation | |||||||
| 222 W Center St | Marion | OH | 43302 | 501c3 | 36250 | Health Fitness | 341844093 |
| Ronald McDonald House | |||||||
| 711 E Livingston Ave | Columbus | OH | 43205 | 501c3 | 5000 | Helping Hands | 310890152 |
| Royal Family Kids Camp | |||||||
| 2303 Marion Mt Gilead Rd | Marion | OH | 43302 | 501c3 | 10000 | Camp Program | 330380021 |
| Salvation Army | |||||||
| 317 W Church St | Marion | OH | 43302 | 501c3 | 45000 | Food Crisis | 135562351 |
| St Mary Church | |||||||
| 251 N Main St | Marion | OH | 43302 | 501c3 | 7075 | support | 314379558 |
| Stengel True Museum | |||||||
| 504 S State St | Marion | OH | 43302 | 501c3 | 9050 | support | 310629462 |
| Ohio State University Marion | |||||||
| 1465 Mt Vernon Ave | Marion | OH | 43302 | 6461 | Support | 316025986 | |
| Trinity Baptist | |||||||
| 244 S Main Street | Marion | OH | 43302 | 501c3 | 7000 | Support | 344381388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 31 | TotalNbrOfOtherOrganizations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| ExplanationExplanation |
|---|
| Form 990 Part VI Section B Line 11b A copy of form 990 is provided to each member of the organizations Board of Trustees for review either by paper or e-mail. Each board member is asked to review the draft and encouraged to ask questions. When the board has approved the form it is then submitted to the IRS. |
| Form 990 Part VI Section B Line 15b Each year a committee composed of selected board members conducts a job performance review of the president/CEO. They gather comments from the entire board of trustees, consult nationwide surveys of foundations, and submit written questions to the president/CEO. The committee reviews the data and information, deliberates, and formulates recommendations for the entire board of trustees to determine president/CEO compensation. |
| Form 990 Part VI Section C Line 19 The governing documents and conflice of interest policies are available to the public at the organizations office upon request. The financial statements per the year-end audit are available to the public on the organizations website. |
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