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Nonprofiteer
← THE MARC FOUNDATION

Form 990 for tax year 2022

Filed by THE MARC FOUNDATION.

Totals

Total revenue
$478,634
Total expenses
$145,693
Contributions and grants received
$413,066
Grants paid
$62,000
Program service revenue
$0
Investment income
$25,329
Other revenue
$40,239
Total assets, end of year
$1,362,348
Total liabilities, end of year
$660,382
Net assets or fund balances, end of year
$701,966
Program services expenses (Part IX)
$62,000
Management and general expenses
$2,230
Fundraising expenses
$81,463
Program service expenses (Part III)
$62,000

Program services were 42.6% 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.

  • 1c · Fundraising events

    $198,506

  • 1f · All other contributions, gifts and grants

    $214,560

  • 3 · Investment income

    total $25,329 · excluded $25,329

  • 8a · Fundraising events: gross income

    $132,132

  • 8a · Fundraising events: contributions included on line 1c

    $198,506

  • 8b · Fundraising events: direct expenses

    $91,893

  • 8c · Net income from fundraising events

    total $40,239 · excluded $40,239

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $62,000 · program services $62,000

  • 11a · Fees: management

    total $41,587 · fundraising $41,587

  • 11c · Fees: accounting

    total $2,230 · management and general $2,230

  • 13 · Office expenses

    total $2,632 · fundraising $2,632

  • 16 · Occupancy

    total $11,225 · fundraising $11,225

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $17,542 · fundraising $17,542

  • 24b · Other expenses: LICENSES AND FEES

    total $8,477 · fundraising $8,477

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $808,571 · end of year $1,211,399

  • 2 · Savings and temporary cash investments

    beginning of year $152,249 · end of year $41,344

  • 9 · Prepaid expenses and deferred charges

    end of year $35,591

  • 11 · Investments: publicly traded securities

    beginning of year $35,230 · end of year $35,230

  • 15 · Other assets

    beginning of year $3,151 · end of year $38,784

  • 17 · Accounts payable and accrued expenses

    beginning of year $289 · end of year $9,228

  • 25 · Other liabilities

    beginning of year $629,885 · end of year $651,154

  • 27 · Net assets without donor restrictions

    beginning of year $278,416 · end of year $611,355

  • 28 · Net assets with donor restrictions

    beginning of year $90,611 · end of year $90,611

Mission and programs · 2022

Mission

SEE SCHEDULE O

Activities or mission (Part I)

COPA HEALTH IS A NONPROFIT ORGANIZATION THAT PROVIDES EXCEPTIONAL HEALTHCARE SERVICES, GUIDED BY ITS SIX CORE VALUES: PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. THEY OFFER INTEGRATED HEALTHCARE, EMPLOYMENT SERVICES, DAY PROGRAMS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX MEDICAL, BEHAVIORAL, OR LONG-TERM CARE NEEDS.

  • THE MARC FOUNDATION RAISES AND INVESTS CHARITABLE DONATIONS TO BENEFIT INDIVIDUALS WITH DISABILITIES, PRIMARILY THOSE SERVED BY MARC COMMUNITY RESOURCES. ITS MISSION SUPPORTS PROGRAMS THAT ENHANCE QUALITY OF LIFE, FOSTER INDEPENDENCE, AND PROMOTE INCLUSION FOR INDIVIDUALS OF ALL ABILITIES.

    Expenses $62,000 · Grants $62,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHARAREH NAJAFI-PIPER

    CEO

    Total calculated
    $564,772
    From this org
    $0
    From related orgs
    $542,382
    Other
    $22,390
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,528 related
    Bonus
    $0 + $175,854 related
    Other
    $0
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $1,890 related
    Filer's total
    $0 + $564,772 related

  • JOHN MOORE

    CFO (THROUGH JULY 2023)

    Total calculated
    $265,379
    From this org
    $0
    From related orgs
    $246,870
    Other
    $18,509
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,194 related
    Bonus
    $0 + $404 related
    Other
    $0 + $14,272 related
    Deferred
    $0 + $10,030 related
    Nontaxable benefits
    $0 + $8,479 related
    Filer's total
    $0 + $265,379 related

  • MARTIN QUINTANA

    CFO (AS OF AUGUST 2023)

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • DAVID DAY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • HOLLY WILLIAMS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • CRAIG CARDON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • DON FOWLS MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • ABRAHAM BARTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • PATRICK CARDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • WILFORD CARDON

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • BRIAN KOTSUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • BRIAN MIDDLETON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • TOM SIMPLOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • JON SCOTT WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE CEO'S COMPENSATION IS DETERMINED BY COPA HEALTH, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY COPA HEALTH IN DETERMINING THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
COPA HEALTH, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO THE 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLANS OF THESE EMPLOYEES IN CALENDAR YEAR 2022: JOHN MOORE - $14,272 MARTIN QUINTANA - $1,744 EMPLOYER CONTRIBUTIONS TO THE 457(F) PLANS ARE REPORTED WITHIN THE EMPLOYEE'S FORM W-2 WAGES AND AS SUCH, THE EMPLOYER CONTRIBUTIONS ARE REPORTED WITHIN SCHEDULE J, PART II, COLUMN B(III) AND ARE NOT REPORTED IN COLUMN (C).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
21 July 2025
IRS schema version
2022v5.0
Source object
202522049349301287

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