MARION COMMUNITY DEVELOPMENT ORGAN… - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

TED BERTKE

Tax Period

2023-01-01 to 2023-12-31

MARION COMMUNITY DEVELOPMENT ORGANIZATION INC, founded in 1992, is a small nonprofit in the Unknown sector that reported $329K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

BETTERMENT OF THE MARION LOCAL SCHOOL DISTRICT RESIDENTS' WELFARE

Program Service Accomplishments

Program 1

Expenses: $204,553 Revenue: $203,218

DONATIONS FOR RECREATION ACTIVITIES FOR THE BETTERMENT OF MARION LOCAL SCHOOL CHILDREN, I.E. SOFTBALL LEAGUES ETC

Program 2

Expenses: $105,210 Revenue: $83,759

FEES COLLECTED FROM PARTICIPANTS USED TO SUPPORT EXEMPT PURPOSE OF EDUCATING YOUNG CHILDREN

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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 (2023)

Revenue Breakdown

Contributions & Grants $21,870

Program Service Revenue $286,977

Investment Income $439

Other Revenue $20,022

TOTAL REVENUE $329,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,738

Fundraising Expenses $0

Program Expenses $309,763

Other Expenses $222,952

TOTAL EXPENSES $320,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,308	$413,027	-0.2%
Expenses	$320,690	$359,648	-0.1%
Net Income	$8,618	$53,379	-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

N/A

Employees

Volunteers

N/A

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

$4,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON EVERMAN	SECRETARY	5.00	Officer	$4,155	$0	$4,155
JEAN BENDER	TREASURER	1.00	Officer	$0	$0	$0
TED BERTKE	PRESIDENT	5.00	Officer	$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
2024	No data	No data	No data	No data
2023	$329,308	$320,690	$613,004	$8,618
2022	$413,027	$359,648	$604,292	$53,379
2021	$426,653	$301,707	$551,191	$124,946
2020	$203,042	$213,733	$426,024	$-10,691
2019	$264,335	$211,177	$439,119	$53,158
2018	$222,291	$223,163	$385,904	$-872

MARION COMMUNITY DEVELOPMENT ORGANIZATION INC