MARION COMMUNITY FOUNDATION

EIN: 314446189 501(c)(3) Philanthropy & Grantmaking

MARION, OH

Total Revenue
$7,081,739
Total Expenses
$3,522,139
Total Assets
$74,988,351
Net Assets
$68,320,837
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
OH
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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
8
Volunteers
34

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
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
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
Explore More Nonprofits
Top 100 Nonprofits in Ohio Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare MARION COMMUNITY FOUNDATION with other nonprofits in Ohio and across the country.