To assist the elderly, disabled and disadvantaged residents of Marion county to maintain independent living status.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 118 volunteers and 144 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $220K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$229K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $5.5M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.0M
+5% vs prior year
Spent
$9.1M
To programs
76%
Net assets
$8.0M
By yearFY2020–FY2024
Revenue
$10.0M
FY2024▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.6M
FY2021$7.5M
FY2022$8.3M
FY2023$9.6M
FY2024$10.0M
Expenses
$9.1M
FY2024▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.0M
FY2021$7.7M
FY2022$8.6M
FY2023$9.5M
FY2024$9.1M
Net assets
$8.0M
FY2024▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.0M
FY2021$6.8M
FY2022$6.4M
FY2023$7.0M
FY2024$8.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1976.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $6.9M Management & general 24% · $2.2M

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

25 people listed on the 990; $229K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$141,434Pt VII · Sec A
Finance Director
$87,485Pt VII · Sec A
Director
$0Pt VII · Sec A
Immediate Past Chair (beg. 3/24)
$0Pt VII · Sec A
Director (thru 4/24)
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (thru 7/24)
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jennifer Martinez$141,434$120,020$102,618$92,138$74,612
Tamara a Grant-Powell$87,485$69,200———
Patricia Yoder——$61,985$39,682—
Rhonda Blaney———$33,188$60,163

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Marion Senior Services INC executive salaries →

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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 15aYes

Programs and updates

Helps seniors, disabled, and low-income residents live independently.

Questions for Marion Senior Services INC

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Provided by the organization

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3 programs · $4.8M · in their own filed words · FY2024
01

Provide transportation for medical, life sustaining, or educational purposes for residents who do not drive or OWN/HAVE access to a vehicle. Provide all ada transportation for residents of marion county. Funding provided mainly through sections 5310 and 5311, transportation disadvantaged, and local county funds.

$3.2Mprogram expense
02

Community care for the elderly program provides home care services, including adult day care, personal care, homemaker, home delivered meals, emergency alert response, case aid, and case management to functionally impaired elderly persons to help them live independent lives. Cce is funded through the state of florida general revenue fund.

$1.0Mprogram expense
03

Title iiib is a federal program through the older americans act. It provides persons age 60 and over to receive homemaker services, telephone reassurance, and emergency alert response services to help them live independent lives.

$594Kprogram 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
Total grants receivedfrom 5 funders$5.5M
See all 5 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$10.0M
Ln 12
Gifts and grantsLn 1h$9.4M
Fees for servicesLn 2g$614K
Investment incomeLn 3$34K
Money outPt IX
$9.1M
Ln 25
Programscol B$6.9M
Managementcol C$2.2M
Owns and owesPt X
$8.0M
net assets · Ln 32
Cash and savingsLn 1–2$3.7M
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
25
listed · VII A
PaidVII A2
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9.4M
Government grantsLn 1e$9.1M
Fees for servicesLn 2g$614K
Investment incomeLn 3$34K
Other incomeLn 4–11$12K
Gains on assetsLn 7$15K
Total revenueLn 12$10.0M
Assets in detailPt X, end of year
CashLn 1$3.3M
SavingsLn 2$417K
Cash and savings togetherLn 1–2$3.7M
InvestmentsLn 11–13$434K
Land, buildings, equipmentLn 10c$2.8M
Other assetsLn 15$287K
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.3M
Net assetsLn 32$8.0M
OperationsPt I, VI
EmployeesI 5144
VolunteersI 6118
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.7M$3.7M
InvestmentsLn 11–13$358K$434K
Land, buildings, equipmentLn 10c$2.5M$2.8M
Total assetsLn 16$7.5M$9.3M
LiabilitiesLn 26$512K$1.3M
Net assetsLn 32$7.0M$8.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$254K$254K
Other salaries and wagesLn 7$3.2M$2.4M$767K
Pension plan contributionsLn 8$98K$71K$27K
Other employee benefitsLn 9$539K$398K$141K
Payroll taxesLn 10$251K$178K$73K
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$67K$67K
Other fees for servicesLn 11g$1.5M$1.4M$5K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$115K$50K$66K
OccupancyLn 16$193K$112K$82K
TravelLn 17$123K$107K$16K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$482K$482K
InsuranceLn 23$474K$93$474K
Other expenses (24a–d)Ln 24$1.8M$1.5M$298K
All other expensesLn 24e$83K$83K$174
Total functional expensesLn 25$9.1M$6.9M$2.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $10.0M$9.1M$909K$8.0M 990 PDF
FY2023 $9.6M$9.5M$99K$7.0M 990 PDF
FY2022 $8.3M$8.6M−$274K$6.4M 990 PDF
FY2021 $7.5M$7.7M−$283K$6.8M 990 PDF
FY2020 $7.6M$7.0M$652K$7.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $10,036,902 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,975,020$9,376,757
I-9 Program service revenuePrior year $540,190$614,224
I-10 Investment incomePrior year $14,532$33,955
I-11 Other revenuePrior year $34,579$11,966
I-12 Total revenuePrior year $9,564,321$10,036,902
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,031,964$4,331,020
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,433,402$4,797,248
I-18 Total expensesPrior year $9,465,366$9,128,268
I-19 Revenue less expensesPrior year $98,955$908,634
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,036,902 across 9 lines filed
VIII-1a Federated campaigns$68,101
VIII-1e Government grants$9,131,830
VIII-1f All other contributions, gifts and grants$176,826
VIII-1h Total contributions, gifts and grants$9,376,757
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $614,224$614,224
VIII-3 Investment incomeExcluded from tax $19,231$19,231
VIII-7 Net gain or loss on sales of assetsExcluded from tax $14,724$14,724
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $11,966$11,966
VIII-12 Total revenueRelated to mission $614,224 · Unrelated business $0 · Excluded from tax $45,921$10,036,902
Part IX · Statement of functional expenses $9,128,268 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $254,268$254,268
IX-7 Other salaries and wagesPrograms $2,421,686 · Management $767,182$3,188,868
IX-8 Pension plan contributionsPrograms $70,914 · Management $26,959$97,873
IX-9 Other employee benefitsPrograms $398,147 · Management $140,630$538,777
IX-10 Payroll taxesPrograms $178,013 · Management $73,221$251,234
IX-11b Legal feesPrograms $10,700$10,700
IX-11c Accounting feesPrograms $67,100$67,100
IX-11g Other fees for servicesPrograms $1,448,773 · Management $4,778$1,453,551
IX-12 Advertising and promotionPrograms $2,628$2,628
IX-13 Office expensesPrograms $49,532 · Management $65,782$115,314
IX-16 OccupancyPrograms $111,592 · Management $81,766$193,358
IX-17 TravelPrograms $106,758 · Management $16,202$122,960
IX-20 InterestPrograms $2,337$2,337
IX-22 Depreciation, depletion and amortizationPrograms $482,426$482,426
IX-23 InsurancePrograms $93 · Management $473,816$473,909
IX-24 Other expenses (24a–d)Programs $1,492,175 · Management $297,640$1,789,815
IX-24e All other expensesPrograms $82,976 · Management $174$83,150
IX-25 Total functional expensesPrograms $6,925,850 · Management $2,202,418 · Fundraising $0$9,128,268
Part X · Balance sheet $9,318,272 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $2,247,772$3,284,603
X-2 Savings and temporary cash investmentsStart of year $407,259$416,986
X-3 Pledges and grants receivableStart of year $1,349,010$1,818,749
X-4 Accounts receivableStart of year $312,557$55,466
X-9 Prepaid expenses and deferred chargesStart of year $21,096$194,375
X-10c Land, buildings and equipment, netStart of year $2,532,916$2,827,664
X-11 Publicly traded securitiesStart of year $358,012$433,645
X-15 Other assetsStart of year $263,949$286,784
X-16 Total assetsStart of year $7,492,571$9,318,272
X-17 Accounts payable and accrued expensesStart of year $473,654$1,305,374
X-19 Deferred revenueStart of year $4,432$9,694
X-25 Other liabilitiesStart of year $33,895$34,317
X-26 Total liabilitiesStart of year $511,981$1,349,385
X-27 Net assets without donor restrictionsStart of year $5,180,945$6,829,948
X-28 Net assets with donor restrictionsStart of year $1,799,645$1,138,939
X-32 Total net assets or fund balancesStart of year $6,980,590$7,968,887
X-33 Total liabilities and net assetsStart of year $7,492,571$9,318,272
Part XI · Reconciliation of net assets $7,968,887 net assets at year end
XI-1 Total revenue$10,036,902
XI-2 Total expenses$9,128,268
XI-3 Revenue less expenses$908,634
XI-4 Net assets at start of year$6,980,590
XI-5 Net unrealized gains (losses) on investments$79,663
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,968,887

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

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