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The Marc Foundation FY2023 filing

Tax-deductible

Mesa, AZ501(c)(3)Since 1988Human ServicesEIN 86-0604565Revenue $479K in FY2023

On file with the IRS924 N Country Club Dr, 85201-4108 · Mesa, AZTax-exempt since Jun 1996Supporting organization — 509(a)(3)

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501(c)(3) charity; gifts are tax-deductible.
43¢ of each $1 spent went to programs.
Status: IRS Pub. 78 · Programs: Part IX

Before you give

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
4 of 5
filings with a surplus
Average surplus $219K a year · 69% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
43%
of spending
Concern: 43% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
103 mo
of spending, in cash
Looks good: 103.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $46K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$660K
48% of total assets
Looks good: liabilities are 48% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 11 voting members
Looks good: 8 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$479K
+27% vs prior year
Spent
$146K
To programs
43%
Net assets
$702K
By yearFY2020–FY2024
Revenue
$479K
FY2023▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$214K
FY2021$194K
FY2022$377K
FY2023$479K
FY2024$328K
FY2024$79K
Expenses
$146K
FY2023▲ +223%
Tap a bar for its year
Expenses by fiscal year
FY2020$235K
FY2021$61K
FY2022$45K
FY2023$146K
FY2024$9K
FY2024$6K
Net assets
$702K
FY2023▲ +90%
Tap a bar for its year
Net assets by fiscal year
FY2020−$49K
FY2021$88K
FY2022$369K
FY2023$702K
FY2024$1.0M
FY2024$1.1M

From the FY2023 Form 990 (year ending September 2023) · see the original

Form 990 (PDF) Claim
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 Jun 1996.

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

Where the money goes

43 cents of each dollar spent went to programs.

Program services 43% · $62K Management & general 2% · $2K Fundraising 56% · $81K

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

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
John Moore
CFO (through July 2023)
$0Pt VII · Sec A
Martin Quintana
CFO (as of August 2023)
$0Pt VII · Sec A
$0Pt VII · Sec A
Holly Williams
Vice Chair
$0Pt VII · Sec A
Craig Cardon
Treasurer
$0Pt VII · Sec A
Don Fowls MD
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Marc Foundation 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Facilitates planned giving for individuals with disabilities.

Questions for The Marc Foundation

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Provided by the organization

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1 program · $62K · in their own filed words · FY2022
01

The marc foundation raises and invests charitable donations to benefit individuals with disabilities, primarily those served by marc community resources. Its mission supports programs that enhance quality of life, foster independence, and promote inclusion for individuals of all abilities.

$62Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Paypal Charitable Giving FundFY2024$46K
Total grants receivedfrom 1 funder$46K
Grants paid · 1 grant · $62K · 2022–2022
Marc Community Resources INCAZ · FY2022$62,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$479K
Ln 12
Gifts and grantsLn 1h$413K
Other incomeLn 4–11$40K
Investment incomeLn 3$25K
Money outPt IX
$146K
Ln 25
Programscol B$62K
Managementcol C$2K
Fundraisingcol D$81K
Owns and owesPt X
$702K
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$1.4M
LiabilitiesLn 26$660K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$413K
Fundraising eventsLn 1c$199K
Investment incomeLn 3$25K
Other incomeLn 4–11$40K
Total revenueLn 12$479K
Assets in detailPt X, end of year
CashLn 1$1.2M
SavingsLn 2$41K
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$35K
Other assetsLn 15$39K
Total assetsLn 16$1.4M
LiabilitiesLn 26$660K
Net assetsLn 32$702K
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderSeptember
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 FY23End FY23
Cash and savingsLn 1–2$961K$1.3M
InvestmentsLn 11–13$35K$35K
Total assetsLn 16$999K$1.4M
LiabilitiesLn 26$630K$660K
Net assetsLn 32$369K$702K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$62K$62K
Management feesLn 11a$42K$42K
Accounting feesLn 11c$2K$2K
Office expensesLn 13$3K$3K
OccupancyLn 16$11K$11K
Other expenses (24a–d)Ln 24$26K$26K
Total functional expensesLn 25$146K$62K$2K$81K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $328K$9K$319K$1.0M 990 PDF
FY2023 Viewing $479K$146K$333K$702K 990 PDF
FY2022 $377K$45K$332K$369K 990 PDF
FY2021 $194K$61K$133K$88K 990 PDF
FY2020 $214K$235K−$21K−$49K 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 $478,634 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $436,218$413,066
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$5,151$25,329
I-11 Other revenuePrior year −$54,395$40,239
I-12 Total revenuePrior year $376,672$478,634
I-13 Grants and similar amounts paidPrior year $0$62,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $45,079$83,693
I-18 Total expensesPrior year $45,079$145,693
I-19 Revenue less expensesPrior year $331,593$332,941
Part VI · Governance 8 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $478,634 across 6 lines filed
VIII-1c Fundraising events$198,506
VIII-1f All other contributions, gifts and grants$214,560
VIII-1h Total contributions, gifts and grants$413,066
VIII-3 Investment incomeExcluded from tax $25,329$25,329
VIII-8 Net income from fundraising eventsExcluded from tax $40,239$40,239
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $65,568$478,634
Part IX · Statement of functional expenses $145,693 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $62,000$62,000
IX-11a Management feesFundraising $41,587$41,587
IX-11c Accounting feesManagement $2,230$2,230
IX-13 Office expensesFundraising $2,632$2,632
IX-16 OccupancyFundraising $11,225$11,225
IX-24 Other expenses (24a–d)Fundraising $26,019$26,019
IX-25 Total functional expensesPrograms $62,000 · Management $2,230 · Fundraising $81,463$145,693
Part X · Balance sheet $1,362,348 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $808,571$1,211,399
X-2 Savings and temporary cash investmentsStart of year $152,249$41,344
X-9 Prepaid expenses and deferred charges$35,591
X-11 Publicly traded securitiesStart of year $35,230$35,230
X-15 Other assetsStart of year $3,151$38,784
X-16 Total assetsStart of year $999,201$1,362,348
X-17 Accounts payable and accrued expensesStart of year $289$9,228
X-25 Other liabilitiesStart of year $629,885$651,154
X-26 Total liabilitiesStart of year $630,174$660,382
X-27 Net assets without donor restrictionsStart of year $278,416$611,355
X-28 Net assets with donor restrictionsStart of year $90,611$90,611
X-32 Total net assets or fund balancesStart of year $369,027$701,966
X-33 Total liabilities and net assetsStart of year $999,201$1,362,348
Part XI · Reconciliation of net assets $701,966 net assets at year end
XI-1 Total revenue$478,634
XI-2 Total expenses$145,693
XI-3 Revenue less expenses$332,941
XI-4 Net assets at start of year$369,027
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$701,966

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

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