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THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC

EIN 27-5098203 OCALA, FL

Revenue 2024
$3,196,670
Expenses 2024
$3,316,214

Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
324 SE 24TH ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

4 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

OUR MISSION AT THE COMMUNITY FOUNDATION FOR OCALA/MARION COUNTY IS TO ENHANCE THE QUALITY OF LIFE FOR ALL RESIDENTS OF OUR COMMUNITY BY FOSTERING PHILANTHROPY AND STEWARDING CHARITABLE RESOURCES. WE STRIVE TO IDENTIFY AND ADDRESS THE MOST PRESSING NEEDS IN OUR AREA, AND TO SUPPORT INNOVATIVE SOLUTIONS THAT CREATE POSITIVE, SUSTAINABLE CHANGE. THROUGH PARTNERSHIPS WITH DONORS, NONPROFITS, AND OTHER COMMUNITY LEADERS, WE SEEK TO BUILD A THRIVING, INCLUSIVE, AND RESILIENT COMMUNITY THAT PROVIDES OPPORTUNITIES FOR ALL TO SUCCEED.

Activities or mission (Part I)

CONNECTING THE CHARITABLE INTEREST OF THE DONOR TO BUILD A STRONGER COMMUNITY.

  • FUND MANAGEMENTA COMMUNITY FOUNDATION IS A TAX EXEMPT, NONPROFIT, PUBLICLY SUPPORTED ORGANIZATION THAT EMPOWERS DONORS TO STRENGTHEN THEIR COMMUNITY, ONE PASSION AT A TIME. THE COMMON MISSION OF EVERY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE LOCAL AREA. THROUGH FUND MANAGEMENT, THE FOUNDATION HELPS TO ACHIEVE THIS. WHETHER IT IS THE CREATION OF A FUND FOR THE INDIVIDUAL LOOKING FOR A TAX DEDUCTION OR THE NONPROFIT AGENCY THAT IS BUILDING PERMANENT ENDOWMENT FUNDS OR EVEN PROVIDING SCHOLARSHIPS FOR STUDENTS, THE FOUNDATION SUPPORTS A VARIETY OF LOCAL NONPROFITS THROUGH GRANTS AND SPECIAL PROJECTS. SINCE THE FOUNDATION'S INCEPTION IN 2011, NONPROFITS HAVE RECEIVED GRANTS TOTALING $9.9 MILLION. AT THE END OF 2024, THE FOUNDATION WAS MANAGING 59 AGENCY FUNDS, 17 ENDOWMENT FUNDS, 42 DONOR ADVISED FUNDS, 7 CORPORATE ADVISED FUND, 3 SCHOLARSHIP FUNDS, 1 ANNUITY FUND & 7 PASS THROUGH FUND. RESULTING IN 15% INCREASE OF FUNDS UNDER MANAGEMENT FROM THE PRIOR YEAR.

    Expenses $2,552,957 · Grants $2,515,673 · Revenue $242,534

  • NONPROFIT RESOURCE CENTERESTABLISHED IN APRIL OF 2019, THE NONPROFIT RESOURCE CENTER OPENED AS A COLLABORATIVE AMONG THE FOUNDATION, MARION COUNTY GOVERNMENT, THE CITY OF OCALA, AND ADVENTHEALTH OCALA AND THE MARION COUNTY HOSPITAL DISTRICT TO HELP GROW AND SUSTAIN OUR NONPROFIT COMMUNITY. THE RESOURCE CENTER PROVIDES A VARIETY OF ASSISTANCE OPTIONS TO HELP OUR NONPROFITS BUILD CAPACITY AND BECOME SUSTAINABLE WHICH INCLUDES; BOARD DEVELOPMENT, COMMUNICATIONS, PR & MARKETING COUNSELING, VIDEO TRAINING SPONSORED BY COX COMMUNICATIONS, FINANCE & ACCOUNTING COUNSELING, GRANT SERVICES, PROFESSIONAL DEVELOPMENT COURSES IN PARTNERSHIP WITH ROLLINS COLLEGE CRUMMER GRADUATE SCHOOL OF BUSINESS, MINI TRAINING SEMINARS & STRATEGIC & SUSTAINABILITY PLANNING. ALL RESOURCES FOLLOW THE FOUNDATION'S ROADMAP TO SUCCESS WHICH IS A COMPILATION OF STANDARDS DESIGNED TO ENSURE EACH NONPROFIT OPERATES LIKE THE BUSINESS IT IS. SOME OF THE KEY AREAS IN THE ROADMAP ARE; EFFECTIVE GOVERNANCE, HUMAN RESOURCES, FINANCIAL MANAGEMENT, AND MORE.

    Expenses $496,601 · Grants $5,000

  • ESTATE PLANNING COUNCILTHE ESTATE PLANNING COUNCIL PROVIDES A SOURCE OF EDUCATIONAL INFORMATION, A FORUM FOR NETWORKING AMONG DISCIPLINARIANS WHO PRACTICE FACETS OF ESTATE PLANNING, AND PROMOTES INTERDISCIPLINARY COMMUNICATION AND COOPERATION. THE GOAL OF OUR PROFESSIONAL MEMBERS IS TO IMPROVE OUR KNOWLEDGE TO RENDER THE BEST PROFESSIONAL SERVICE TO THE PUBLIC. MEMBERSHIP IS OPEN TO THOSE INDIVIDUALS IN PROFESSIONS THAT DEAL WITH ESTATE PLANNING AND ITS RELATED ISSUES.

    Expenses $3,365

  • NONPROFIT BUSINESS COUNCILTHE NONPROFIT BUSINESS COUNCIL (NPBC) WAS FORMED 14 YEARS AGO AS A PART OF THE CHAMBER OF COMMERCE. IN 2016, UNDER PREVIOUS LEADERSHIP, THE COMMUNITY FOUNDATION BEGAN OVERSEEING THE COUNCIL'S OPERATIONS, AND IT HAS CONTINUED TO SIGNIFICANTLY EXPAND SINCE THAT TIME. THE NPBC PROMOTES THE ECONOMIC IMPACT OF NONPROFITS, STRENGTHENS THEIR CAPACITY IN AREAS OF LEADERSHIP FUNDRAISING, BOARD DEVELOPMENT, STAFF DEVELOPMENT AND COMPLIANCE, AND PROVIDES FOR MUCH-NEEDED COLLABORATION AND PHILANTHROPIC EDUCATION. CURRENTLY THE COUNCIL MEMBERSHIP IS MADE UP OF OVER 180 NONPROFITS GOVERNED BY A STEERING COMMITTEE OF NONPROFIT LEADERS REPRESENTING SEVERAL DIFFERENT NONPROFIT SECTORS. THE NPBC HAS THEIR OWN PROGRAMMING RUN BY THE COMMUNITY FOUNDATION WHICH INCLUDES: GUIDE TO CHARITABLE GIVING, MONTHLY PROFESSIONAL DEVELOPMENT MEETINGS, & YOUTH PHILANTHROPY IN ACTION (YPIA).

    Expenses $685

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Ben Marciano

    DIRECTOR UNTIL 2/28/24

    Total calculated
    $0
    Hours/week
    1
  • Chester Weber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Midgett

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Frank Hennessey

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4
  • James Hillebrandt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jane Fontaine

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Jon Kurtz

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Michael Siboni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robert Batsel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rusty Branson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steven Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Thad Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • William Chambers

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Angie Clifton

    DIRECTOR UNTIL 5/31/24

    Total calculated
    $0
    Hours/week
    1
  • Angie Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ken Kirkpatrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Thomas O'Mara

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Erika Skula

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Douglas Cone III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lauren Deiorio

    EXECUTIVE DIRECTOR

    Total calculated
    $119,300
    From this org
    $115,825
    From related orgs
    $0
    Other
    $3,475
    Hours/week
    40

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,196,670
    Expenses
    $3,316,214
    Contributions
    $2,801,984
    Grants paid
    $2,520,673
  • 2023
    Revenue
    $3,778,214
    Expenses
    $2,307,464
    Contributions
    $3,522,045
    Grants paid
    $1,592,522
  • 2022
    Revenue
    $3,078,775
    Expenses
    $2,820,856
    Contributions
    $2,726,472
    Grants paid
    $2,092,984

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $2,955,037
    Expenses
    $2,426,797
    Assets (EOY)
    $4,694,717
  • 2020 · 990

    Revenue
    $4,657,532
    Expenses
    $4,137,838
    Assets (EOY)
    $4,726,075
  • 2019 · 990

    Revenue
    $738,171
    Expenses
    $740,455
    Assets (EOY)
    $2,814,108
  • 2018 · 990

    Revenue
    $416,134
    Expenses
    $550,163
    Assets (EOY)
    $1,658,370
  • 2017 · 990

    Revenue
    $535,780
    Expenses
    $544,653
    Assets (EOY)
    $1,408,209
  • 2016 · 990

    Revenue
    $130,841
    Expenses
    $287,278
    Assets (EOY)
    $1,314,836
  • 2015 · 990

    Revenue
    $708,440
    Expenses
    $750,319
    Assets (EOY)
    $1,406,496
  • 2014 · 990

    Revenue
    $669,094
    Expenses
    $208,286
    Assets (EOY)
    $1,478,678
  • 2013 · 990

    Revenue
    $511,623
    Expenses
    $146,468
    Assets (EOY)
    $959,541
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $121,174
    Assets (EOY)
    $591,891

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.