Nonprofit · EIN 31-4446189
MARION COMMUNITY FOUNDATION
Tax-exempt · MARION, OH 43302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,081,739 | $3,522,139 | $3,559,600 | $74,988,351 | $6,667,514 | $68,320,837 |
| June 30, 2024 | 990 | $5,388,504 | $3,356,309 | $2,032,195 | $67,652,949 | $6,240,816 | $61,412,133 |
| June 30, 2023 | 990 | $3,073,207 | $2,955,280 | $117,927 | $60,204,324 | $5,536,598 | $54,667,726 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,571,678
- Program service revenue
- $0
- Investment income
- $4,420,760
- Net gain from sales of assets
- $2,521,430
- Other revenue
- $89,301
Expenses
- Grants and similar amounts paid
- $2,465,006
- Other salaries and wages
- $439,326
- Salaries, compensation and benefits (total)
- $515,749
- Professional fundraising fees
- $0
- Occupancy
- $18,896
- Travel
- $64
- Depreciation
- $2,552
- Program services (functional)
- $3,072,724
- Management and general (functional)
- $338,666
- Fundraising (functional)
- $110,749
Balance sheet and other
- Total assets, start of year
- $67,652,949
- Total assets, end of year
- $74,988,351
- Total liabilities, end of year
- $6,667,514
- Net assets, end of year
- $68,320,837
- Land, buildings and equipment
- $2,048
- Publicly traded securities
- $71,455,879
- Net assets without donor restrictions
- $68,320,837
- Gross receipts
- $7,081,739
- Employees
- 8
- Volunteers
- 34
- Year formed
- 1998
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE PRETTYMAN | PRESIDENT/CE Highest-paid employee | 40 | $122,500 | $8,090 |
| DR DEEPIKA BATHINI | MEMBER Trustee or director | 1 | $0 | $0 |
| KATHLEEN CLARK | MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNE DEMO-HODGINS | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW FRERICKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JESSA GARY | MEMBER Trustee or director | 1 | $0 | $0 |
| GRANT GATES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JACOB JOHNSTON | MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT KNOWLES | MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER LAWSON | MEMBER Trustee or director | 1 | $0 | $0 |
| SPENCER MATHEWS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RYAN MCCALL | MEMBER Trustee or director | 1 | $0 | $0 |
| JACQUELINE PETERSON | MEMBER Trustee or director | 1 | $0 | $0 |
| THOMAS SCHIFER | MEMBER Trustee or director | 1 | $0 | $0 |
| ERIN SLATER | MEMBER Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN SMITH | CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Knowles | Director Trustee or director | 1 | $0 |
| Sarah Russell | Director Trustee or director | 1 | $0 |
| Ryan McCall | Director/ Trustee or director | 1 | $0 |
| Kevin Smith | Director/Secretary Trustee or director, Officer | 1 | $0 |
| Fran Voll | Director/Past Chair Trustee or director, Officer | 1 | $0 |
| Charles Speelman | Director/ Chair Trustee or director, Officer | 1 | $0 |
| Judge Matthew Frericks | Director Trustee or director | 1 | $0 |
| Rev Jacqueline Peterson | Director Trustee or director | 1 | $0 |
| Dean Jacob | President/CEO Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $0 |
| Jody Demo-Hodgins | Director/Vice Chair Trustee or director, Officer | 1 | $0 |
| Spencer Mathews | Director Trustee or director | 1 | $0 |
| Thomas Schifer | Director Trustee or director | 1 | $0 |
| Erin Slater | Director Trustee or director | 1 | $0 |
| Julie Prettyman | Vice President Trustee or director, Officer, Key employee | 40 | $0 |
| Grant Gates | Director/Treasurer Trustee or director, Officer | 1 | $0 |
| Dr Deepika Bathini | Director Trustee or director | 1 | $0 |
| Dr Kathy Clark | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dean Jacob | President/CEO Highest-paid employee | 40 | $129,397 |
| Kathy Goodman | Director Trustee or director | 1 | $0 |
| Scott Knowles | Director/Past Chair Trustee or director, Officer | 1 | $0 |
| Grant Gates | Director Trustee or director | 1 | $0 |
| Nicolle Wampler | Director/Secretary Trustee or director, Officer | 1 | $0 |
| Sarah Russell | Director Trustee or director | 1 | $0 |
| Ryan McCall | Director Trustee or director | 1 | $0 |
| Kevin Smith | Director Trustee or director | 1 | $0 |
| Fran Voll | Director/ Chair Trustee or director, Officer | 1 | $0 |
| Charles Speelman | DirectorVice Chair Trustee or director, Officer | 1 | $0 |
| Judge Matthew Frericks | Director Trustee or director | 1 | $0 |
| Rev Jacqueline Peterson | Director Trustee or director | 1 | $0 |
| Jody Demo-Hodgins | Director/Treasurer Trustee or director, Officer | 1 | $0 |
| Spencer Mathews | Director Trustee or director | 1 | $0 |
| Thomas Schifer | Director Trustee or director | 1 | $0 |
| Erin Slater | Director Trustee or director | 1 | $0 |
| Julie Prettyman | Vice President Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 504 S STATE ST, MARION, OH 43302-5036
- Principal officer (990 for 2024)
- JULIE PRETTYMAN, 504 S STATE STREET, MARION, OH 43302
- Signed the 990
- JULIE PRETTYMAN, PRESIDENT/CEO
- Phone
- (740) 387-9704
- Return prepared by
- HOLBROOK & MANTER INC
Mission
THE MISSION OF MARION COMMUNITY FOUNDATION IS TO CONTINUALLY IMPROVE THE MARION AREA COMMUNITY THROUGH PHILANTHROPY, LEADERSHIP, AND CIVIC ENGAGEMENT.
Program accomplishments
- GRANT PROGRAM. CONSISTENT WITH THE ORGANIZATION'S MISSION, EACH YEAR GRANTS ARE AWARDED THROUGH A GRANT APPLICATION PROCESS FROM THE ORGANIZATION'S ENDOWMENT FUNDS IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY AND THE WISHES OF THE DONORS.Expenses $2,171,429 · grants $1,695,085
- SCHOLORSHIP 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 $901,295 · grants $769,921
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-4446189
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $74,988,351
- Income (IRS master file)
- $7,081,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,081,739 | $3,522,139 | $74,988,351 | XML |
| 990 | June 2024 | $5,388,504 | $3,356,309 | $67,652,949 | IRS |
| 990 | June 2023 | $3,073,207 | $2,955,280 | $60,204,324 | XML |
| 990 | June 2022 | $6,217,153 | $3,199,498 | $55,629,466 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-4446189).
Questions about MARION COMMUNITY FOUNDATION
- What is the EIN of MARION COMMUNITY FOUNDATION?
- The employer identification number (EIN) of MARION COMMUNITY FOUNDATION is 31-4446189.
- Is MARION COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MARION COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARION COMMUNITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARION COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MARION COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JULIE PRETTYMAN.
- Who are the officers and directors of MARION COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $122,500 (JULIE PRETTYMAN, PRESIDENT/CE).
- How much revenue does MARION COMMUNITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,081,739, expenses of $3,522,139 and total assets of $74,988,351 at year end.
Other nonprofits in MARION
- MARION ROTARY FOUNDATION INC EIN 31-6033308 · last filed 990 for 2025
- WALTER H & VESTA E DAVIS MEMORIAL TRUST FUND EIN 31-6061417 · last filed 990-N for 2025
- ALTRUSA INTERNATIONAL INC EIN 31-6027696 · last filed 990-N for 2011
- UNITED CHURCH HOMES INC EIN 34-4429276 · last filed 990 for 2024
- MARION GOODWILL INDUSTRIES INC EIN 31-0908180 · last filed 990 for 2025
- OHIO HEARTLAND COMMUNITY ACTION EIN 34-0978820 · last filed 990 for 2025
- BUCKEYE COMMUNITY SCHOOL - MARION EIN 85-4290907 · last filed 990 for 2025
- COLUMBUS COLONY FOR ELDERLY CARE INC EIN 31-0951208 · last filed 990 for 2024
All nonprofits in MARION · Ohio · Philanthropy, voluntarism and grantmaking foundations