Marin Charitable Association: Nonprofit Profile, Financials & Form 990 (EIN 23-7115841)

Revenue by fiscal year
FY2020	$273K
FY2021	$272K
FY2022	$212K
FY2023	$371K
FY2024	$1.7M

Expenses by fiscal year
FY2020	$240K
FY2021	$210K
FY2022	$360K
FY2023	$192K
FY2024	$304K

Net assets by fiscal year
FY2020	$210K
FY2021	$272K
FY2022	$290K
FY2023	$637K
FY2024	$2.0M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

89%

Program services 89% · $272K Management & general 5% · $16K Fundraising 5% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation

Jennifer Forbeck

President

$0Pt VII · Sec A

Miriam Burke

VP Communications

$0Pt VII · Sec A

Jane Hartman

VP Fund Dev.

$0Pt VII · Sec A

Dawn Shalhoup

Treasurer

$0Pt VII · Sec A

Tuyen Bonneau

Recording Secretary

$0Pt VII · Sec A

Carol Price

Corresponding Secretary

$0Pt VII · Sec A

Lara Rajninger

Board Director

$0Pt VII · Sec A

Gail Schreuder

Mara Conner

$0Pt VII · Sec A

See Marin Charitable Association executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Grants funds to nonprofits supporting school-aged children in Marin County.

Questions for Marin Charitable Association

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1 program · $272K · in their own filed words · FY2024

01

Grants given to 52 non-profits in Marin County ranging in amounts from a minimum of $1,000 to a maximum of $7,500.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7115841) · Dispute this line

$272Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Marin Community FoundationFY2024$32K

Donor Advised Charitable Giving INCFY2024$14K

Fidelity Investments Charitable Gift FundFY2024$10K

Total grants receivedfrom 3 funders$56K

See all 3 funders →

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.7M

Ln 12

Gifts and grantsLn 1h$1.6M

Investment incomeLn 3$64K

Fees for servicesLn 2g$1K

Money outPt IX

$304K

Ln 25

Programscol B$272K

Managementcol C$16K

Fundraisingcol D$16K

Owns and owesPt X

$2.0M

net assets · Ln 32

Cash and savingsLn 1–2$243K

Total assetsLn 16$2.0M

LiabilitiesLn 26$0

PeoplePt VI, VII

12

listed · VII A

PaidVII A0

Voting boardVI 1a12

IndependentVI 1b12

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.6M

Fundraising eventsLn 1c$155K

Fees for servicesLn 2g$1K

Investment incomeLn 3$64K

Total revenueLn 12$1.7M

Assets in detailPt X, end of year

CashLn 1$238K

SavingsLn 2$5K

Cash and savings togetherLn 1–2$243K

InvestmentsLn 11–13$1.8M

Total assetsLn 16$2.0M

LiabilitiesLn 26$0

Net assetsLn 32$2.0M

OperationsPt I, VI

EmployeesI 50

VolunteersI 6100

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$230K	$243K
InvestmentsLn 11–13	$407K	$1.8M
Total assetsLn 16	$638K	$2.0M
LiabilitiesLn 26	$950	$0
Net assetsLn 32	$637K	$2.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$251K	$251K
Accounting feesLn 11c	$8K	$0	$8K	$0
Office expensesLn 13	$3K	$0	$3K	$0
Information technologyLn 14	$4K	$0	$4K	$0
InsuranceLn 23	$1K	$0	$1K	$0
Other expenses (24a–d)Ln 24	$37K	$21K	$0	$16K
Total functional expensesLn 25	$304K	$272K	$16K	$16K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest ViewingFiled with the IRS Nov 10, 2025	$1.7M	$304K	$1.4M	$2.0M	990 PDF
FY2023Filed with the IRS Nov 3, 2024	$371K	$192K	$179K	$637K	990 PDF
FY2022Filed with the IRS Oct 18, 2023	$212K	$360K	−$148K	$290K	990 PDF
FY2021Filed with the IRS Aug 23, 2022	$272K	$210K	$62K	$272K	990 PDF
FY2020Filed with the IRS Oct 19, 2021	$273K	$240K	$33K	$210K	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2024 990

Part I · Summary $1,696,331 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $325,564$1,630,715

I-9 Program service revenuePrior year $6,144$1,268

I-10 Investment incomePrior year $39,149$64,348

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $370,857$1,696,331

I-13 Grants and similar amounts paidPrior year $167,550$251,165

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $24,212$53,151

I-18 Total expensesPrior year $191,762$304,316

I-19 Revenue less expensesPrior year $179,095$1,392,015

Part VI · Governance 12 of 12 board members independent, 2 to look at

VI-1a Voting members of the governing body12

VI-1b Independent voting members12

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $1,696,331 across 8 lines filed

VIII-1b Membership dues$18,525

VIII-1c Fundraising events$155,373

VIII-1f All other contributions, gifts and grants$1,456,817

VIII-1h Total contributions, gifts and grants$1,630,715

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$1,268

VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $64,348$64,348

VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $1,268 · Unrelated business $0 · Excluded from tax $64,348$1,696,331

Part IX · Statement of functional expenses $304,316 across 6 lines filed

IX-1 Grants to domestic organizationsPrograms $251,165$251,165

IX-11c Accounting feesPrograms $0 · Management $8,488 · Fundraising $0$8,488

IX-13 Office expensesPrograms $0 · Management $2,833 · Fundraising $0$2,833

IX-14 Information technologyPrograms $0 · Management $3,615 · Fundraising $0$3,615

IX-23 InsurancePrograms $0 · Management $1,340 · Fundraising $0$1,340

IX-24 Other expenses (24a–d)Programs $20,650 · Management $0 · Fundraising $16,225$36,875

IX-25 Total functional expensesPrograms $271,815 · Management $16,276 · Fundraising $16,225$304,316

Part X · Balance sheet $2,029,146 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $225,336$238,146

X-2 Savings and temporary cash investmentsStart of year $5,033$5,069

X-11 Publicly traded securitiesStart of year $406,872$1,785,931

X-16 Total assetsStart of year $638,081$2,029,146

X-26 Total liabilitiesStart of year $950$0

X-27 Net assets without donor restrictionsStart of year $637,131$1,930,879

X-28 Net assets with donor restrictions$98,267

X-32 Total net assets or fund balancesStart of year $637,131$2,029,146

X-33 Total liabilities and net assetsStart of year $638,081$2,029,146

Part XI · Reconciliation of net assets $2,029,146 net assets at year end

XI-1 Total revenue$1,696,331

XI-2 Total expenses$304,316

XI-3 Revenue less expenses$1,392,015

XI-4 Net assets at start of year$637,131

XI-10 Net assets at end of year$2,029,146

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Marin Charitable Association

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Marin Charitable Association

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV