Marielders INC FY2021 filing

Tax-deductible

Cincinnati, OH501(c)(3)EIN 31-1181299Revenue $235K in FY2021

On file with the IRSmarielders.org6923 Madisonville Rd, 45227-3703 · Cincinnati, OHTax-exempt since Oct 1986Publicly supported — 509(a)(2)

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Provide services and programs for seniors

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$41K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
2 of 5
filings with a surplus
Average deficit $31K a year · 16% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$41K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $29K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$235K
-5% vs prior year
Spent
$234K
To programs
80%
Net assets
$968K
By yearFY2020–FY2024
Revenue
$235K
FY2021▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$249K
FY2021$235K
FY2022$151K
FY2023$158K
FY2024$178K
Expenses
$234K
FY2021▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$184K
FY2021$234K
FY2022$279K
FY2023$232K
FY2024$197K
Net assets
$968K
FY2021+0.1%
Tap a bar for its year
Net assets by fiscal year
FY2020$967K
FY2021$968K
FY2022$740K
FY2023$678K
FY2024$642K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1986.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $186K Management & general 17% · $41K Fundraising 3% · $7K

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

4 people listed on the 990; $41K paid to officers and key staff.

Part VII, Section A · reportable compensation
Exec Director
$41,200Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Erin Rothfuss$45,000$21,362———
Stephanie Crellin——$40,250$41,200$40,000

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.

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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

Offers programs and services to support seniors.

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Provided by the organization

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1 program · $186K · in their own filed words · FY2021
01

Social services including transportation, insurance and tax assistance,health screening, and educational services, outreach and home visits,and social programs for older adults.

$186Kprogram 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 · FY2023
Total grants receivedfrom 2 funders$29K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$235K
Ln 12
Gifts and grantsLn 1h$144K
Investment incomeLn 3$64K
Fees for servicesLn 2g$28K
Money outPt IX
$234K
Ln 25
Programscol B$186K
Managementcol C$41K
Fundraisingcol D$7K
Owns and owesPt X
$968K
net assets · Ln 32
Cash and savingsLn 1–2$114K
Total assetsLn 16$972K
LiabilitiesLn 26$3K
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$144K
Government grantsLn 1e$51K
Fees for servicesLn 2g$28K
Investment incomeLn 3$64K
Gains on assetsLn 7$39K
Total revenueLn 12$235K
Assets in detailPt X, end of year
CashLn 1$114K
Cash and savings togetherLn 1–2$114K
InvestmentsLn 11–13$664K
Land, buildings, equipmentLn 10c$193K
Total assetsLn 16$972K
LiabilitiesLn 26$3K
Net assetsLn 32$968K
OperationsPt I, VI
EmployeesI 54
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$152K$114K
InvestmentsLn 11–13$635K$664K
Land, buildings, equipmentLn 10c$182K$193K
Total assetsLn 16$969K$972K
LiabilitiesLn 26$2K$3K
Net assetsLn 32$967K$968K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$41K$30K$9K$2K
Other salaries and wagesLn 7$62K$46K$14K$2K
Other employee benefitsLn 9$1K$1K$309$56
Payroll taxesLn 10$8K$6K$2K$317
Accounting feesLn 11c$2K$2K$506$92
Investment management feesLn 11f$7K$5K$2K$282
Other fees for servicesLn 11g$3K$2K$268$49
Office expensesLn 13$10K$7K$2K$396
OccupancyLn 16$25K$19K$6K$1K
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$18K$13K$4K$710
InsuranceLn 23$8K$6K$2K$317
Other expenses (24a–d)Ln 24$47K$47K
Total functional expensesLn 25$234K$186K$41K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $178K$197K−$19K$642K 990 PDF
FY2023 $158K$232K−$75K$678K 990 PDF
FY2022 $151K$279K−$127K$740K 990 PDF
FY2021 Viewing $235K$234K$660$968K 990 PDF
FY2020 $249K$184K$64K$967K 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 FY2021 990 (6 parts)
Part I · Summary $234,993 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $193,288$143,571
I-9 Program service revenuePrior year $15,196$27,787
I-10 Investment incomePrior year $40,151$63,635
I-11 Other revenue$0
I-12 Total revenuePrior year $248,635$234,993
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $89,845$112,948
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $94,375$121,385
I-18 Total expensesPrior year $184,220$234,333
I-19 Revenue less expensesPrior year $64,415$660
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $234,993 across 7 lines filed
VIII-1e Government grants$51,198
VIII-1f All other contributions, gifts and grants$92,373
VIII-1h Total contributions, gifts and grants$143,571
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,787$27,787
VIII-3 Investment incomeRelated to mission $24,963$24,963
VIII-7 Net gain or loss on sales of assetsRelated to mission $38,672$38,672
VIII-12 Total revenueRelated to mission $91,422 · Unrelated business $0 · Excluded from tax $0$234,993
Part IX · Statement of functional expenses $234,333 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $30,488 · Management $9,064 · Fundraising $1,648$41,200
IX-7 Other salaries and wagesPrograms $46,188 · Management $13,732 · Fundraising $2,497$62,417
IX-9 Other employee benefitsPrograms $1,040 · Management $309 · Fundraising $56$1,405
IX-10 Payroll taxesPrograms $5,865 · Management $1,744 · Fundraising $317$7,926
IX-11c Accounting feesPrograms $1,702 · Management $506 · Fundraising $92$2,300
IX-11f Investment management feesPrograms $5,217 · Management $1,551 · Fundraising $282$7,050
IX-11g Other fees for servicesPrograms $2,214 · Management $268 · Fundraising $49$2,531
IX-13 Office expensesPrograms $7,327 · Management $2,178 · Fundraising $396$9,901
IX-16 OccupancyPrograms $18,752 · Management $5,575 · Fundraising $1,014$25,341
IX-19 Conferences, conventions and meetingsPrograms $1,286$1,286
IX-22 Depreciation, depletion and amortizationPrograms $13,130 · Management $3,903 · Fundraising $710$17,743
IX-23 InsurancePrograms $5,881 · Management $1,748 · Fundraising $317$7,946
IX-24 Other expenses (24a–d)Programs $47,287$47,287
IX-25 Total functional expensesPrograms $186,377 · Management $40,578 · Fundraising $7,378$234,333
Part X · Balance sheet $971,519 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $151,531$114,342
X-4 Accounts receivableStart of year $1,110$986
X-10c Land, buildings and equipment, netStart of year $182,192$192,522
X-11 Publicly traded securitiesStart of year $634,648$663,669
X-16 Total assetsStart of year $969,481$971,519
X-17 Accounts payable and accrued expensesStart of year $2,334$3,275
X-26 Total liabilitiesStart of year $2,334$3,275
X-27 Net assets without donor restrictionsStart of year $752,066$756,032
X-28 Net assets with donor restrictionsStart of year $215,081$212,212
X-32 Total net assets or fund balancesStart of year $967,147$968,244
X-33 Total liabilities and net assetsStart of year $969,481$971,519
Part XI · Reconciliation of net assets $968,244 net assets at year end
XI-1 Total revenue$234,993
XI-2 Total expenses$234,333
XI-3 Revenue less expenses$660
XI-4 Net assets at start of year$967,147
XI-5 Net unrealized gains (losses) on investments$437
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$968,244

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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