Marielders INC FY2023 filing

Tax-deductible

Cincinnati, OH501(c)(3)EIN 31-1181299Revenue $158K in FY2023

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.
79¢ of each $1 spent went to programs.
$21K 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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FY2023 · 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
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$21K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
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
$789
0.1% 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
$158K
+4% vs prior year
Spent
$232K
To programs
79%
Net assets
$678K
By yearFY2020–FY2024
Revenue
$158K
FY2023▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$249K
FY2021$235K
FY2022$151K
FY2023$158K
FY2024$178K
Expenses
$232K
FY2023▼ -17%
Tap a bar for its year
Expenses by fiscal year
FY2020$184K
FY2021$234K
FY2022$279K
FY2023$232K
FY2024$197K
Net assets
$678K
FY2023▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$967K
FY2021$968K
FY2022$740K
FY2023$678K
FY2024$642K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

79 cents of each dollar spent went to programs.

Program services 79% · $183K Management & general 18% · $42K Fundraising 3% · $8K

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

5 people listed on the 990; $21K paid to officers and key staff.

Part VII, Section A · reportable compensation
Exec Director
$21,362Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$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 · $183K · in their own filed words · FY2023
01

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

$183Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$158K
Ln 12
Gifts and grantsLn 1h$119K
Fees for servicesLn 2g$20K
Investment incomeLn 3$18K
Money outPt IX
$232K
Ln 25
Programscol B$183K
Managementcol C$42K
Fundraisingcol D$8K
Owns and owesPt X
$678K
net assets · Ln 32
Cash and savingsLn 1–2$33K
Total assetsLn 16$679K
LiabilitiesLn 26$789
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$119K
Government grantsLn 1e$13K
Fees for servicesLn 2g$20K
Investment incomeLn 3$18K
Gains on assetsLn 7$13
Total revenueLn 12$158K
Assets in detailPt X, end of year
CashLn 1$33K
Cash and savings togetherLn 1–2$33K
InvestmentsLn 11–13$489K
Land, buildings, equipmentLn 10c$156K
Total assetsLn 16$679K
LiabilitiesLn 26$789
Net assetsLn 32$678K
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 FY23End FY23
Cash and savingsLn 1–2$25K$33K
InvestmentsLn 11–13$536K$489K
Land, buildings, equipmentLn 10c$177K$156K
Total assetsLn 16$745K$679K
LiabilitiesLn 26$5K$789
Net assetsLn 32$740K$678K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$21K$16K$5K$854
Other salaries and wagesLn 7$87K$65K$19K$3K
Other employee benefitsLn 9$733$543$161$29
Payroll taxesLn 10$8K$6K$2K$332
Legal feesLn 11b$207$153$46$8
Accounting feesLn 11c$6K$5K$1K$247
Investment management feesLn 11f$3K$2K$626$114
Other fees for servicesLn 11g$2K$1K$390$71
Office expensesLn 13$9K$7K$2K$363
OccupancyLn 16$18K$13K$4K$718
Conferences, conventions and meetingsLn 19$322$322
Depreciation, depletion and amortizationLn 22$21K$16K$5K$840
InsuranceLn 23$13K$9K$3K$503
Other expenses (24a–d)Ln 24$43K$43K
Total functional expensesLn 25$232K$183K$42K$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $178K$197K−$19K$642K 990 PDF
FY2023 Viewing $158K$232K−$75K$678K 990 PDF
FY2022 $151K$279K−$127K$740K 990 PDF
FY2021 $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 FY2023 990 (6 parts)
Part I · Summary $157,540 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $123,920$119,045
I-9 Program service revenuePrior year $23,919$20,281
I-10 Investment incomePrior year $3,511$18,214
I-11 Other revenue$0
I-12 Total revenuePrior year $151,350$157,540
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $130,503$117,605
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $148,017$114,455
I-18 Total expensesPrior year $278,520$232,060
I-19 Revenue less expensesPrior year −$127,170−$74,520
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 $157,540 across 7 lines filed
VIII-1e Government grants$13,215
VIII-1f All other contributions, gifts and grants$105,830
VIII-1h Total contributions, gifts and grants$119,045
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,281$20,281
VIII-3 Investment incomeRelated to mission $18,201$18,201
VIII-7 Net gain or loss on sales of assetsRelated to mission $13$13
VIII-12 Total revenueRelated to mission $38,495 · Unrelated business $0 · Excluded from tax $0$157,540
Part IX · Statement of functional expenses $232,060 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $15,808 · Management $4,700 · Fundraising $854$21,362
IX-7 Other salaries and wagesPrograms $64,532 · Management $19,185 · Fundraising $3,488$87,205
IX-9 Other employee benefitsPrograms $543 · Management $161 · Fundraising $29$733
IX-10 Payroll taxesPrograms $6,146 · Management $1,827 · Fundraising $332$8,305
IX-11b Legal feesPrograms $153 · Management $46 · Fundraising $8$207
IX-11c Accounting feesPrograms $4,570 · Management $1,359 · Fundraising $247$6,176
IX-11f Investment management feesPrograms $2,107 · Management $626 · Fundraising $114$2,847
IX-11g Other fees for servicesPrograms $1,312 · Management $390 · Fundraising $71$1,773
IX-13 Office expensesPrograms $6,711 · Management $1,995 · Fundraising $363$9,069
IX-16 OccupancyPrograms $13,286 · Management $3,950 · Fundraising $718$17,954
IX-19 Conferences, conventions and meetingsPrograms $322$322
IX-22 Depreciation, depletion and amortizationPrograms $15,533 · Management $4,618 · Fundraising $840$20,991
IX-23 InsurancePrograms $9,305 · Management $2,766 · Fundraising $503$12,574
IX-24 Other expenses (24a–d)Programs $42,542$42,542
IX-25 Total functional expensesPrograms $182,870 · Management $41,623 · Fundraising $7,567$232,060
Part X · Balance sheet $678,721 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $24,637$32,598
X-4 Accounts receivableStart of year $8,267$1,864
X-10c Land, buildings and equipment, netStart of year $176,710$155,719
X-11 Publicly traded securitiesStart of year $535,863$488,540
X-16 Total assetsStart of year $745,477$678,721
X-17 Accounts payable and accrued expensesStart of year $5,146$789
X-26 Total liabilitiesStart of year $5,146$789
X-27 Net assets without donor restrictionsStart of year $558,190$512,932
X-28 Net assets with donor restrictionsStart of year $182,141$165,000
X-32 Total net assets or fund balancesStart of year $740,331$677,932
X-33 Total liabilities and net assetsStart of year $745,477$678,721
Part XI · Reconciliation of net assets $677,932 net assets at year end
XI-1 Total revenue$157,540
XI-2 Total expenses$232,060
XI-3 Revenue less expenses−$74,520
XI-4 Net assets at start of year$740,331
XI-5 Net unrealized gains (losses) on investments$12,121
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$677,932

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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