MARION COMMUNITY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

JULIE PRETTYMAN

Phone

7403879704

Tax Period

2024-07-31 to 2025-06-30

MARION COMMUNITY FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.1M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 50% operating margin.

Mission

THE MISSION OF MARION COMMUNITY FOUNDATION IS TO CONTINUALLY IMPROVE THE MARION AREA COMMUNITY THROUGH PHILANTHROPY, LEADERSHIP, AND CIVIC ENGAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $2,171,429

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...

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.

Program 2

Expenses: $901,295

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,571,678

Program Service Revenue $0

Investment Income $4,420,760

Other Revenue $89,301

TOTAL REVENUE $7,081,739

Expense Breakdown

Grants Paid $2,465,006

Salaries & Benefits $515,749

Fundraising Expenses $110,749

Program Expenses $3,072,724

Other Expenses $541,384

TOTAL EXPENSES $3,522,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,081,739	$5,388,504	+0.3%
Expenses	$3,522,139	$3,356,309	+0.0%
Net Income	$3,559,600	$2,032,195	+0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE PRETTYMAN	PRESIDENT/CE	40.00	Highest	$122,500	$8,090	$130,590
DR DEEPIKA BATHINI	MEMBER	1.00	Director	$0	$0	$0
KATHLEEN CLARK	MEMBER	1.00	Director	$0	$0	$0
JOANNE DEMO-HODGINS	MEMBER	1.00	Director	$0	$0	$0
MATTHEW FRERICKS	SECRETARY	1.00	Officer Director	$0	$0	$0
JESSA GARY	MEMBER	1.00	Director	$0	$0	$0
GRANT GATES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JACOB JOHNSTON	MEMBER	1.00	Director	$0	$0	$0
SCOTT KNOWLES	MEMBER	1.00	Director	$0	$0	$0
JENNIFER LAWSON	MEMBER	1.00	Director	$0	$0	$0
SPENCER MATHEWS	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN MCCALL	MEMBER	1.00	Director	$0	$0	$0
JACQUELINE PETERSON	MEMBER	1.00	Director	$0	$0	$0
THOMAS SCHIFER	MEMBER	1.00	Director	$0	$0	$0
ERIN SLATER	MEMBER	1.00	Director	$0	$0	$0
KEVIN SMITH	CHAIR	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,081,739	$3,522,139	$74,988,351	$3,559,600
2024	$5,388,504	$3,356,309	$67,652,949	$2,032,195
2023	$3,073,207	$2,955,280	$60,204,324	$117,927
2022	$6,217,153	$3,199,498	$55,629,466	$3,017,655
2021	$9,905,299	$2,696,026	$64,197,351	$7,209,273
2020	$2,977,971	$2,687,926	$51,237,514	$290,045
2019	$8,284,990	$2,181,059	$50,931,933	$6,103,931
2018	$4,000,510	$2,228,170	$44,405,420	$1,772,340