Marion Community Foundation

For You For Marion. Forever.

Marion, OH | www.marioncommunityfoundation.org

GuideStar Charity Check

EIN: 31-4446189

Contributions tax deductible
as of December 2022

IRS BMF 509(a)(1)
as of December 12, 2022

View summary

Charity Check report

Mission

Our mission is to continually improve the Marion area community through philanthropy, leadership, and civic engagement.

Ruling year info

2000

Principal Officer

Dean L. Jacob

Vice President

Ms. Julie Prettyman

Main address

Marion Community Foundation 504 South State Street

Marion, OH 43302 USA

Show more contact info

EIN

31-4446189

Subject area info

Philanthropy

Foundations

Community improvement

Population served info

Children and youth

Adults

Ethnic and racial groups

NTEE code info

Community Foundations (T31)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Any charitable cause.

Marion Community Foundation has 430+ named endowment funds which award grants and scholarships. Awards vary in size depending on the fund size and type and benefit a variety of charitable causes in the community, per the wishes of our donors. We offer three grant programs in support of the residents of Marion, Ohio; Community Grants for local nonprofits and charities, TEACH Grants for classroom teachers, and Racial Equity & Justice grants to further issues of equity and justice in the community. Our annual scholarship program makes awards from 140+ scholarship funds to area high school seniors and graduates pursuing higher education.

Population(s) Served

Adults

Children and youth

Ethnic and racial groups

Where we work

Accreditations

Council on Foundations Accredited

Council on Foundations National Standards 2008

External reviews

Photos

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

We shared information about our current feedback practices.

Who are the people you serve with your mission?

As a community foundation, we provide grants to local nonprofits, charities, and schools. We also offer a robust scholarship program for area high school seniors and graduates. By extension, we serve the populations served by our area's nonprofits, in the areas of health & wellness; arts, history and culture; ecconomic development; education; environment; children, families, and seniors; food, shelter, and support; and faith-based organizations.
How is your organization collecting feedback from the people you serve?

personal contacts and grantee progress reports,
How is your organization using feedback from the people you serve?

To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals,
What significant change resulted from feedback?

Affordable childcare is a pressing community issue; we are a founding member of our community's Childcare Share Coalition.
With whom is the organization sharing feedback?

Our staff, Our board, Our community partners,
Which of the following feedback practices does your organization routinely carry out?

We collect feedback from the people we serve at least annually, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive,
What challenges does the organization face when collecting feedback?

We don't have any major challenges to collecting feedback,

Financials

Marion Community Foundation

Fiscal year: Jul 01 - Jun 30

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2020

SOURCE: IRS Form 990

9.65

Average of 10.49 over 10 years

Months of cash in 2020

SOURCE: IRS Form 990

7.1

Average of 4.6 over 10 years

Fringe rate in 2020

SOURCE: IRS Form 990

19%

Average of 20% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

Source: IRS Form 990

Digitizing IRS form 990 data

Marion Community Foundation

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

Fiscal year ending: Download Data

Revenue
Contributions	$594,122
Government Grants	$0
Program Services	$0
Investments	$404,526
Special Events	$0
Sales	$0
Other	$3,033
Total Revenue	$1,001,681

Expenses
Program Services	$899,938
Administration	$65,366
Fundraising	$12,768
Total Expenses	$978,072
Net Gain/Loss	$23,609

Functional expenses
Accounting Fees	$31,743
Advertising & Promotion	$36,937
Information Technology Expenses	$4,045
Insurance Expenses	$7,931
Interest Expenses	$0
Investment Management Fees	$125,874
Legal Fees	$4,750
Pension Plan Contributions	$3,396
Professional Fundraising Expenses	$0

Revenue
Contributions	$17,671,813
Government Grants	$0
Program Services	$0
Investments	$389,916
Special Events	$0
Sales	$0
Other	$6,094
Total Revenue	$18,067,823

Expenses
Program Services	$802,428
Administration	$55,457
Fundraising	$12,724
Total Expenses	$870,609
Net Gain/Loss	$17,197,214

Functional expenses
Accounting Fees	$32,855
Advertising & Promotion	$32,735
Information Technology Expenses	$4,000
Insurance Expenses	$7,900
Interest Expenses	$0
Investment Management Fees	$137,953
Legal Fees	$0
Pension Plan Contributions	$2,923
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,820,231
Government Grants	$0
Program Services	$0
Investments	$703,110
Special Events	$0
Sales	$0
Other	$48,350
Total Revenue	$3,571,691

Expenses
Program Services	$1,361,885
Administration	$60,754
Fundraising	$13,574
Total Expenses	$1,436,213
Net Gain/Loss	$2,135,478

Functional expenses
Accounting Fees	$33,988
Advertising & Promotion	$28,467
Information Technology Expenses	$4,500
Insurance Expenses	$7,841
Interest Expenses	$0
Investment Management Fees	$239,054
Legal Fees	$0
Pension Plan Contributions	$3,526
Professional Fundraising Expenses	$0

Revenue
Contributions	$937,643
Government Grants	$0
Program Services	$0
Investments	$1,114,610
Special Events	$0
Sales	$0
Other	$982
Total Revenue	$2,053,235

Expenses
Program Services	$1,402,203
Administration	$66,804
Fundraising	$14,618
Total Expenses	$1,483,626
Net Gain/Loss	$569,609

Functional expenses
Accounting Fees	$26,784
Advertising & Promotion	$25,169
Information Technology Expenses	$14,759
Insurance Expenses	$7,904
Interest Expenses	$0
Investment Management Fees	$235,792
Legal Fees	$0
Pension Plan Contributions	$3,663
Professional Fundraising Expenses	$0

Revenue
Contributions	$648,750
Government Grants	$0
Program Services	$0
Investments	$1,574,617
Special Events	$0
Sales	$0
Other	$1,127
Total Revenue	$2,224,494

Expenses
Program Services	$1,817,234
Administration	$72,788
Fundraising	$16,175
Total Expenses	$1,906,197
Net Gain/Loss	$318,297

Functional expenses
Accounting Fees	$26,833
Advertising & Promotion	$32,347
Information Technology Expenses	$30,536
Insurance Expenses	$8,472
Interest Expenses	$0
Investment Management Fees	$265,695
Legal Fees	$0
Pension Plan Contributions	$3,619
Professional Fundraising Expenses	$0

Revenue
Contributions	$495,499
Government Grants	$0
Program Services	$0
Investments	$3,942,677
Special Events	$0
Sales	$0
Other	$1,680
Total Revenue	$4,439,856

Expenses
Program Services	$1,750,827
Administration	$403,445
Fundraising	$13,590
Total Expenses	$2,167,862
Net Gain/Loss	$2,271,994

Functional expenses
Accounting Fees	$29,211
Advertising & Promotion	$31,375
Information Technology Expenses	$31,900
Insurance Expenses	$8,651
Interest Expenses	$0
Investment Management Fees	$245,368
Legal Fees	$0
Pension Plan Contributions	$1,819
Professional Fundraising Expenses	$0

Revenue
Contributions	$643,187
Government Grants	$0
Program Services	$0
Investments	$1,317,124
Special Events	$0
Sales	$0
Other	$6,532
Total Revenue	$1,966,843

Expenses
Program Services	$2,151,337
Administration	$349,315
Fundraising	$18,289
Total Expenses	$2,518,941
Net Gain/Loss	($552,098)

Functional expenses
Accounting Fees	$30,762
Advertising & Promotion	$38,075
Information Technology Expenses	$26,995
Insurance Expenses	$8,477
Interest Expenses	$0
Investment Management Fees	$245,577
Legal Fees	$0
Pension Plan Contributions	$2,240
Professional Fundraising Expenses	$0

Revenue
Contributions	$618,280
Government Grants	$0
Program Services	$0
Investments	$579,411
Special Events	$0
Sales	$0
Other	$889
Total Revenue	$1,198,580

Expenses
Program Services	$1,540,539
Administration	$362,106
Fundraising	$28,643
Total Expenses	$1,931,288
Net Gain/Loss	($732,708)

Functional expenses
Accounting Fees	$29,351
Advertising & Promotion	$31,910
Information Technology Expenses	$35,650
Insurance Expenses	$8,757
Interest Expenses	$0
Investment Management Fees	$236,563
Legal Fees	$0
Pension Plan Contributions	$5,572
Professional Fundraising Expenses	$0

Revenue
Contributions	$975,868
Government Grants	$0
Program Services	$74
Investments	$1,255,392
Special Events	$24,689
Sales	$0
Other	$0
Total Revenue	$2,256,023

Expenses
Program Services	$1,508,438
Administration	$416,766
Fundraising	$42,437
Total Expenses	$1,967,641
Net Gain/Loss	$288,382

Functional expenses
Accounting Fees	$29,907
Advertising & Promotion	$24,109
Information Technology Expenses	$36,751
Insurance Expenses	$8,702
Interest Expenses	$0
Investment Management Fees	$254,827
Legal Fees	$0
Pension Plan Contributions	$7,467
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,149,054
Government Grants	$0
Program Services	$530
Investments	$2,796,265
Special Events	$54,510
Sales	$0
Other	$151
Total Revenue	$4,000,510

Expenses
Program Services	$1,699,985
Administration	$460,725
Fundraising	$67,460
Total Expenses	$2,228,170
Net Gain/Loss	$1,772,340

Functional expenses
Accounting Fees	$31,188
Advertising & Promotion	$30,925
Information Technology Expenses	$39,251
Insurance Expenses	$8,779
Interest Expenses	$0
Investment Management Fees	$272,488
Legal Fees	$0
Pension Plan Contributions	$7,861
Professional Fundraising Expenses	$0

Revenue
Contributions	$5,866,984
Government Grants	$0
Program Services	$3,880
Investments	$2,367,978
Special Events	$45,985
Sales	$0
Other	$163
Total Revenue	$8,284,990

Expenses
Program Services	$1,628,323
Administration	$482,199
Fundraising	$70,537
Total Expenses	$2,181,059
Net Gain/Loss	$6,103,931

Functional expenses
Accounting Fees	$30,516
Advertising & Promotion	$31,951
Information Technology Expenses	$39,279
Insurance Expenses	$9,186
Interest Expenses	$0
Investment Management Fees	$275,723
Legal Fees	$0
Pension Plan Contributions	$8,435
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,061,381
Government Grants	$0
Program Services	$0
Investments	$1,916,145
Special Events	$0
Sales	$0
Other	$445
Total Revenue	$2,977,971

Expenses
Program Services	$2,138,292
Administration	$493,466
Fundraising	$56,168
Total Expenses	$2,687,926
Net Gain/Loss	$290,045

Functional expenses
Accounting Fees	$31,398
Advertising & Promotion	$37,550
Information Technology Expenses	$39,436
Insurance Expenses	$9,198
Interest Expenses	$0
Investment Management Fees	$283,465
Legal Fees	$0
Pension Plan Contributions	$9,576
Professional Fundraising Expenses	$0

Marion Community Foundation

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jul 01, 2008	Jun 30, 2009	Change
Contributions	$594,122
Cash & Equivalents	$955,394	$678,494	($276,900)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$14,153,618	$12,074,048	($2,079,570)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$5,301	$3,772	($1,529)
Other	$5,387	$5,381	($6)
Total Assets	$15,119,700	$12,761,695	($2,358,005)

Liabilities	Jul 01, 2008	Jun 30, 2009	Change
Accounts Payable	$5,876	$5,312	($564)
Grants Payable	$299,264	$328,164	$28,900
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$907,352	$973,650	$66,298
Total Liabilities	$1,212,492	$1,307,126	$94,634

Fund balance	Jul 01, 2008	Jun 30, 2009	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$13,907,208	$11,454,569	($2,452,639)
Net Assets	$13,907,208	$11,454,569	($2,452,639)

Assets	Jul 01, 2009	Jun 30, 2010	Change
Contributions	$17,671,813
Cash & Equivalents	$678,494	$613,119	($65,375)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$16,150,000	$16,150,000
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$12,074,048	$14,196,346	$2,122,298
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$3,772	$2,284	($1,488)
Other	$5,381	$5,508	$127
Total Assets	$12,761,695	$30,967,257	$18,205,562

Liabilities	Jul 01, 2009	Jun 30, 2010	Change
Accounts Payable	$5,312	$10,023	$4,711
Grants Payable	$328,164	$265,849	($62,315)
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$973,650	$1,165,956	$192,306
Total Liabilities	$1,307,126	$1,441,828	$134,702

Fund balance	Jul 01, 2009	Jun 30, 2010	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$11,454,569	$29,525,429	$18,070,860
Net Assets	$11,454,569	$29,525,429	$18,070,860

Assets	Jul 01, 2010	Jun 30, 2011	Change
Contributions	$2,820,231
Cash & Equivalents	$613,119	$1,089,293	$476,174
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$16,150,000	$0	($16,150,000)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$14,196,346	$35,760,340	$21,563,994
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$2,284	$803	($1,481)
Other	$5,508	$5,418	($90)
Total Assets	$30,967,257	$36,855,854	$5,888,597

Liabilities	Jul 01, 2010	Jun 30, 2011	Change
Accounts Payable	$10,023	$7,911	($2,112)
Grants Payable	$265,849	$442,085	$176,236
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$1,165,956	$1,660,958	$495,002
Total Liabilities	$1,441,828	$2,110,954	$669,126

Fund balance	Jul 01, 2010	Jun 30, 2011	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$29,525,429	$34,744,900	$5,219,471
Net Assets	$29,525,429	$34,744,900	$5,219,471

Assets	Jul 01, 2011	Jun 30, 2012	Change
Contributions	$937,643
Cash & Equivalents	$1,089,293	$483,486	($605,807)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$35,760,340	$36,935,765	$1,175,425
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$803	$8,619	$7,816
Other	$5,418	$5,568	$150
Total Assets	$36,855,854	$37,433,438	$577,584

Liabilities	Jul 01, 2011	Jun 30, 2012	Change
Accounts Payable	$7,911	$6,110	($1,801)
Grants Payable	$442,085	$216,101	($225,984)
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$1,660,958	$3,035,925	$1,374,967
Total Liabilities	$2,110,954	$3,258,136	$1,147,182

Fund balance	Jul 01, 2011	Jun 30, 2012	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$34,744,900	$34,175,302	($569,598)
Net Assets	$34,744,900	$34,175,302	($569,598)

Assets	Jul 01, 2012	Jun 30, 2013	Change
Contributions	$648,750
Cash & Equivalents	$483,486	$356,872	($126,614)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$36,935,765	$38,992,184	$2,056,419
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$8,619	$7,132	($1,487)
Other	$5,568	$8,174	$2,606
Total Assets	$37,433,438	$39,364,362	$1,930,924

Liabilities	Jul 01, 2012	Jun 30, 2013	Change
Accounts Payable	$6,110	$25,202	$19,092
Grants Payable	$216,101	$962,575	$746,474
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$3,035,925	$3,091,144	$55,219
Total Liabilities	$3,258,136	$4,078,921	$820,785

Marion Community Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

This snapshot of Marion Community Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jul 01 - Jun 30 View full report Download data

Business model indicators

Profitability	2016	2017	2018	2019	2020
Unrestricted surplus (deficit) before depreciation	-$1,513,476	$2,927,128	$2,122,193	$6,513,066	-$57,811
As % of expenses	-78.4%	148.9%	95.4%	299.0%	-2.2%
Unrestricted surplus (deficit) after depreciation	-$1,515,097	$2,925,090	$2,118,664	$6,510,314	-$60,184
As % of expenses	-78.5%	148.7%	95.1%	298.5%	-2.2%

Revenue composition
Total revenue (unrestricted & restricted)	$1,198,580	$2,256,023	$4,000,510	$8,284,990	$2,977,971
Total revenue, % change over prior year	-39.1%	88.2%	77.3%	107.1%	-64.1%
Program services revenue	0.0%	0.0%	0.0%	0.0%	0.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	52.7%	33.6%	21.6%	11.7%	34.6%
Government grants	0.0%	0.0%	0.0%	0.0%	0.0%
All other grants and contributions	51.6%	44.4%	30.1%	71.4%	35.6%
Other revenue	-4.3%	22.1%	48.3%	16.9%	29.7%

Expense composition
Total expenses before depreciation	$1,929,667	$1,965,603	$2,224,641	$2,178,307	$2,685,553
Total expenses, % change over prior year	-23.4%	1.9%	13.2%	-2.1%	23.3%
Personnel	13.2%	13.9%	14.0%	14.8%	12.9%
Professional fees	13.8%	14.5%	13.7%	14.1%	11.7%
Occupancy	1.2%	1.0%	0.9%	1.0%	0.8%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	66.5%	64.4%	65.2%	62.8%	70.0%
All other expenses	5.3%	6.2%	6.3%	7.4%	4.5%

Full cost components (estimated)	2016	2017	2018	2019	2020
Total expenses (after depreciation)	$1,931,288	$1,967,641	$2,228,170	$2,181,059	$2,687,926
One month of savings	$160,806	$163,800	$185,387	$181,526	$223,796
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$2,926	$7,951	$0	$2,410
Total full costs (estimated)	$2,092,094	$2,134,367	$2,421,508	$2,362,585	$2,914,132

Capital structure indicators

Liquidity	2016	2017	2018	2019	2020
Months of cash	3.3	4.1	6.4	5.1	7.1
Months of cash and investments	242.0	255.9	239.4	280.4	228.8
Months of estimated liquid unrestricted net assets	214.1	228.1	212.9	253.3	205.2

Balance sheet composition	2016	2017	2018	2019	2020
Cash	$536,176	$664,861	$1,182,764	$923,292	$1,599,328
Investments	$38,386,062	$41,253,683	$43,199,839	$49,975,246	$49,606,241
Receivables	$0	$0	$0	$0	$0
Gross land, buildings, equipment (LBE)	$12,343	$15,260	$23,212	$35,944	$38,294
Accumulated depreciation (as a % of LBE)	62.3%	63.7%	57.1%	71.8%	74.2%
Liabilities (as a % of assets)	11.6%	10.9%	11.1%	9.7%	10.4%
Unrestricted net assets	$34,438,345	$37,363,435	$39,482,099	$45,992,413	$45,932,229
Temporarily restricted net assets	$0	$0	$0	$0	N/A
Permanently restricted net assets	$0	$0	$0	$0	N/A
Total restricted net assets	$0	$0	$0	$0	$0
Total net assets	$34,438,345	$37,363,435	$39,482,099	$45,992,413	$45,932,229

Key data checks

Key data checks	2016	2017	2018	2019	2020
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

Principal Officer

Dean L. Jacob

LinkedIn profile

Dean L. Jacob is Marion Community Foundation\u2019s President and Chief Executive Officer, following careers in law and education. He is a graduate of River Valley High School in Marion County. He holds a Bachelor of Arts degree from the University of Notre Dame and a Juris Doctor degree from The Ohio State University College of Law. He had been an attorney in private practice since 1986, concentrating much of his practice in estate planning and probate. In 1998, Dean changed to a part-time law practice and became a teacher at River Valley Middle School. He is active in the community having previously served as president of the Rotary Club of Marion, Marion County Bar Association, Marion Noon Kiwanis, the River Valley Education Foundation, and St. Mary Parish Pastoral Council, and a past member of the board of directors of United Way of Marion County, the Marion Area Chamber of Commerce, and the Wopat Family YMCA.

Vice President

Julie Prettyman

LinkedIn profile

Julie Prettyman is Vice President/Director of Programs for Marion Community Foundation. Julie earned a bachelor\u0027s degree in business marketing from The Ohio State University. Julie has previous experience with volunteer development, grants program management, and donor relations at the Ohio 4-H Foundation. She has an extensive background in marketing and communications, project management and office administration, organization and process development, and strategic and business planning. In addition to the Ohio 4-H Foundation, her career includes positions at CT Consultants (formerly Floyd Browne Group), Goodwill, March of Dimes, and The Ohio State University Marion.

Number of employees

Source: IRS Form 990

Marion Community Foundation

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

Marion Community Foundation

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

Marion Community Foundation

Board of directors
as of 01/20/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Mr. Francis Voll

retired educator

Term: 2022 - 2023

Kathy Goodman

Educator, retired

Scott Knowles

Sims Bros Recycling

Fran Voll

retired educator

Jody Demo-Hodgins

Social Services, retired

Ryan McCall

Marion Technical College

Chuck Speelman

Tri-Rivers Career Center

Nicolle Wampler

Marion Correctional Institution

Grant Gates

Morral Companies

Kevin Smith

The First Citizens National Bank

Matthew Frericks

Marion County Court of Common Pleas

Spencer Mathews

Mathews Ford Marion

Jackie Peterson

Logos Ministries

Sarah Rassell

Wilson Bohannan

Tom Schifer

architect

Erin Slater

Ohio State University

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 1/19/2023

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Male, Not transgender (cisgender)

Sexual orientation

Heterosexual or Straight

Disability status

Person without a disability

The organization's co-leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Sexual orientation

Heterosexual or Straight

Disability status

Person without a disability

Race & ethnicity

Gender identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 01/20/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data

We review compensation data across the organization (and by staff levels) to identify disparities by race.
We ask team members to identify racial disparities in their programs and / or portfolios.
We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.

Policies and processes

We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
We have community representation at the board level, either on the board itself or through a community advisory board.
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Marion Community Foundation

For You For Marion. Forever.

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

Any charitable cause.

Where we work

Accreditations

How we listen

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2020 info

9.65

Months of cash in 2020 info

7.1

Fringe rate in 2020 info

19%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Marion Community Foundation

Marion Community Foundation

Marion Community Foundation

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

Principal Officer

Dean L. Jacob

Vice President

Julie Prettyman

Number of employees

Marion Community Foundation

Compensation data

Marion Community Foundation

Compensation data

Marion Community Foundation

Board of directors data

Mr. Francis Voll

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Equity strategies

Liquidity in 2020

Months of cash in 2020

Fringe rate in 2020

Funding sources

Assets & liabilities