Totals
- Total revenue
- $5,388,504
- Total expenses
- $3,356,309
- Contributions and grants received
- $2,528,088
- Grants paid
- $2,364,258
- Program service revenue
- $0
- Investment income
- $2,843,602
- Other revenue
- $16,814
- Total assets, end of year
- $67,652,949
- Total liabilities, end of year
- $6,240,816
- Net assets or fund balances, end of year
- $61,412,133
- Program services expenses (Part IX)
- $2,696,730
- Management and general expenses
- $594,441
- Fundraising expenses
- $65,138
- Program service expenses (Part III)
- $2,696,730
Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,528,088
-
1g · Noncash contributions included above
$149,001
-
3 · Investment income
total $1,313,482
-
7a · Gross sales of assets other than inventory
securities $1,530,120
-
7c · Gain or loss
securities $1,530,120
-
7d · Net gain or loss
total $1,530,120
-
11a · Other revenue: Other misc income
total $16,814
-
11e · Other revenue, total
$16,814
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,364,258 · program services $2,364,258
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $135,823 · program services $67,911 · management and general $40,747 · fundraising $27,165
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $282,600 · program services $129,877 · management and general $127,363 · fundraising $25,360
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $32,527 · program services $5,783 · management and general $24,562 · fundraising $2,182
-
10 · Payroll taxes
total $32,207 · program services $13,020 · management and general $16,364 · fundraising $2,823
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $34,139 · management and general $34,139
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $292,667 · management and general $292,667
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $34,073 · program services $32,369 · fundraising $1,704
-
13 · Office expenses
total $17,157 · program services $12,010 · management and general $4,289 · fundraising $858
-
14 · Information technology
total $56,831 · program services $39,782 · management and general $14,207 · fundraising $2,842
-
15 · Royalties
total $0
-
16 · Occupancy
total $18,666 · program services $13,066 · management and general $4,667 · fundraising $933
-
17 · Travel
total $44 · program services $31 · management and general $11 · fundraising $2
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,675 · management and general $3,675
-
23 · Insurance
total $10,698 · program services $7,489 · management and general $2,674 · fundraising $535
-
24a · Other expenses: Dues
total $12,766 · program services $8,936 · management and general $3,192 · fundraising $638
-
24b · Other expenses: Other Misc Exp
total $5,909 · program services $2,198 · management and general $3,615 · fundraising $96
-
24c · Other expenses: CEO transition
total $22,269 · management and general $22,269
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,975,427 · end of year $3,595,190
-
9 · Prepaid expenses and deferred charges
beginning of year $22,996 · end of year $21,435
-
10a · Land, buildings and equipment: cost or other basis
$46,089
-
10b · Land, buildings and equipment: accumulated depreciation
$41,489
-
10c · Land, buildings and equipment, net
beginning of year $8,275 · end of year $4,600
-
11 · Investments: publicly traded securities
beginning of year $57,197,626 · end of year $64,031,724
-
17 · Accounts payable and accrued expenses
beginning of year $30,012 · end of year $33,450
-
18 · Grants payable
beginning of year $593,610 · end of year $635,273
-
25 · Other liabilities
beginning of year $4,912,976 · end of year $5,572,093
-
27 · Net assets without donor restrictions
beginning of year $54,667,726 · end of year $61,412,133
Mission and programs · 2023
Mission
The mission of Marion Community Foundation is to continually improve the Marion area community through philanthropy, leadership, and civic engagement.
-
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.
Expenses $2,113,760 · Grants $1,854,432
-
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.
Expenses $582,970 · Grants $509,826
As filed on the 2023 return.
Listed in Part VII
-
Scott Knowles
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Russell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan McCall
Director/
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Smith
Director/Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Fran Voll
Director/Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Charles Speelman
Director/ Chair
- Total calculated
- $0
- Hours/week
- 1
-
Judge Matthew Frericks
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rev Jacqueline Peterson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dean Jacob
President/CEO
- Total calculated
- $0
- Hours/week
- 40
-
Jody Demo-Hodgins
Director/Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Spencer Mathews
Director
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Schifer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Erin Slater
Director
- Total calculated
- $0
- Hours/week
- 1
-
Julie Prettyman
Vice President
- Total calculated
- $0
- Hours/week
- 40
-
Grant Gates
Director/Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Dr Deepika Bathini
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dr Kathy Clark
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Marion Family YMCA
$211,747
support
-
$166,884
support
-
$129,394
support
-
$125,000
support
-
$98,510
support
-
$60,000
support
-
$57,394
support
-
Marion Technical College
$55,731
support
-
$54,226
support
-
$50,645
support
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501159349300835
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.