OCALA, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC, founded in 2011, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 39% operating margin.
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.
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...
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 $7.4 MILLION. AT THE END OF 2023, THE FOUNDATION WAS MANAGING 40 AGENCY FUNDS, 15 ENDOWMENT FUNDS, 37 DONOR ADVISED FUNDS, 7 CORPORATE ADVISED FUNDS, 3 SCHOLARSHIP FUNDS, 1 ANNUITY FUND AND 7 PASS THROUGH FUNDS, RESULTING IN 52% INCREASE OF FUNDS UNDER MANAGEMENT FROM THE PRIOR YEAR.
NONPROFIT RESOURCE CENTERESTABLISHED IN APRIL OF 2019, THE NONPROFIT RESOURCE CENTER OPENED AS A COLLABORATION AMONG THE FOUNDATION, MARION COUNTY GOVERNMENT, THE CITY OF OCALA, ADVENTHEALTH OCALA...
NONPROFIT RESOURCE CENTERESTABLISHED IN APRIL OF 2019, THE NONPROFIT RESOURCE CENTER OPENED AS A COLLABORATION AMONG THE FOUNDATION, MARION COUNTY GOVERNMENT, THE CITY OF OCALA, 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 AND MARKETING COUNSELING, VIDEO TRAINING SPONSORED BY COX COMMUNICATIONS, FINANCE AND ACCOUNTING COUNSELING, GRANT SERVICES, PROFESSIONAL DEVELOPMENT COURSES IN PARTNERSHIP WITH ROLLINS COLLEGE CRUMMER GRADUATE SCHOOL OF BUSINESS, MINI TRAINING SEMINARS AND STRATEGIC AND 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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $3,778,214 | $3,078,775 | +0.2% |
| Expenses | $2,307,464 | $2,820,856 | -0.2% |
| Net Income | $1,470,750 | $257,919 | +4.7% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| ADAM WOODS | DIRECTOR - END 9/1/23 | 1.00 |
Director
|
$0 | $0 | $0 |
| BEN MARCIANO | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHESTER WEBER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID MIDGETT | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| FRANK HENNESSEY | CHAIRMAN | 24.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES HILLEBRANDT | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JANE FONTAINE | SECRETARY | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| JON KURTZ | TREASURER | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| MICHAEL SIBONI | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT BATSEL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RUSTY BRANSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| STEVEN LEE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| THAD BOYD | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| WILLIAM CHAMBERS | VICE CHAIRMAN | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANGIE CLIFTON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ANGIE LEWIS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DEVON CHESTNUT | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KEN KIRKPATRICK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOE JOHNSON | DIRECTOR - END 4/1/23 | 1.00 |
Director
|
$0 | $0 | $0 |
| LAUREN DEIORIO | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$127,743 | $3,832 | $131,575 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $3,778,214 | $2,307,464 | $6,894,883 | $1,470,750 |
| 2022 | $3,078,775 | $2,820,856 | $4,816,064 | $257,919 |
| 2021 | $2,955,037 | $2,426,797 | $4,694,717 | $528,240 |
| 2020 | $4,657,532 | $4,137,838 | $4,726,075 | $519,694 |
| 2019 | $738,171 | $740,455 | $2,814,108 | $-2,284 |
| 2018 | $416,134 | $550,163 | $1,658,370 | $-134,029 |
Compare THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC with other nonprofits in Florida and across the country.