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The Marc Foundation FY2024 filing

Tax-deductible

Mesa, AZ501(c)(3)Since 1988Human ServicesEIN 86-0604565Revenue $328K in FY2024

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.
Status: IRS Pub. 78

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $195K a year · 70% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
453 mo
of spending, in cash
Looks good: 453.4 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
$655K
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 11 voting members
Looks good: 9 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
$328K
-32% vs prior year
Spent
$9K
To programs
0%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$328K
FY2024▼ -32%
Tap a bar for its year
Revenue by fiscal year
FY2020$214K
FY2021$194K
FY2022$377K
FY2023$479K
FY2024$328K
FY2025$79K
Expenses
$9K
FY2024▼ -94%
Tap a bar for its year
Expenses by fiscal year
FY2020$235K
FY2021$61K
FY2022$45K
FY2023$146K
FY2024$9K
FY2025$6K
Net assets
$1.0M
FY2024▲ +45%
Tap a bar for its year
Net assets by fiscal year
FY2020−$49K
FY2021$88K
FY2022$369K
FY2023$702K
FY2024$1.0M
FY2025$1.1M

From the FY2024 Form 990 (year ending September 2024) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1996.

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

Where the money goes

What each dollar paid for.

Fundraising 100% · $9K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$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
$0Pt VII · Sec A
Wilford Cardon
Immediate Past Chair
$0Pt VII · Sec A
Brian Kotsur
Director
$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 · in their own filed words · FY2023
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.

Pt IX · col B

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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$328K
Ln 12
Gifts and grantsLn 1h$355K
Investment incomeLn 3$62K
Money outPt IX
$9K
Ln 25
Fundraisingcol D$9K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$338K
Total assetsLn 16$1.7M
LiabilitiesLn 26$655K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$355K
Fundraising eventsLn 1c$269K
Investment incomeLn 3$62K
Total revenueLn 12$328K
Assets in detailPt X, end of year
CashLn 1$91K
SavingsLn 2$247K
Cash and savings togetherLn 1–2$338K
InvestmentsLn 11–13$35K
Other assetsLn 15$1.3M
Total assetsLn 16$1.7M
LiabilitiesLn 26$655K
Net assetsLn 32$1.0M
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 FY24End FY24
Cash and savingsLn 1–2$1.3M$338K
InvestmentsLn 11–13$35K$35K
Total assetsLn 16$1.4M$1.7M
LiabilitiesLn 26$660K$655K
Net assetsLn 32$702K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Office expensesLn 13$6K$6K
Other expenses (24a–d)Ln 24$3K$3K
Total functional expensesLn 25$9K$0$0$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $79K$6K$73K$1.1M 990 PDF
FY2024 Viewing $328K$9K$319K$1.0M 990 PDF
FY2023 $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 FY2024 990 (6 parts)
Part I · Summary $327,536 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $413,066$355,243
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $25,329$61,854
I-11 Other revenuePrior year $40,239−$89,561
I-12 Total revenuePrior year $478,634$327,536
I-13 Grants and similar amounts paidPrior year $62,000$0
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 $83,693$8,939
I-18 Total expensesPrior year $145,693$8,939
I-19 Revenue less expensesPrior year $332,941$318,597
Part VI · Governance 9 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members9
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 $327,536 across 6 lines filed
VIII-1c Fundraising events$268,954
VIII-1f All other contributions, gifts and grants$86,289
VIII-1h Total contributions, gifts and grants$355,243
VIII-3 Investment incomeExcluded from tax $61,854$61,854
VIII-8 Net income from fundraising eventsExcluded from tax −$89,561−$89,561
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$27,707$327,536
Part IX · Statement of functional expenses $8,939 across 2 lines filed
IX-13 Office expensesFundraising $6,028$6,028
IX-24 Other expenses (24a–d)Fundraising $2,911$2,911
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $8,939$8,939
Part X · Balance sheet $1,675,614 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,211,399$90,596
X-2 Savings and temporary cash investmentsStart of year $41,344$247,118
X-9 Prepaid expenses and deferred chargesStart of year $35,591$2,220
X-11 Publicly traded securitiesStart of year $35,230$35,230
X-15 Other assetsStart of year $38,784$1,300,450
X-16 Total assetsStart of year $1,362,348$1,675,614
X-17 Accounts payable and accrued expensesStart of year $9,228$113,198
X-25 Other liabilitiesStart of year $651,154$541,853
X-26 Total liabilitiesStart of year $660,382$655,051
X-27 Net assets without donor restrictionsStart of year $611,355$929,952
X-28 Net assets with donor restrictionsStart of year $90,611$90,611
X-32 Total net assets or fund balancesStart of year $701,966$1,020,563
X-33 Total liabilities and net assetsStart of year $1,362,348$1,675,614
Part XI · Reconciliation of net assets $1,020,563 net assets at year end
XI-1 Total revenue$327,536
XI-2 Total expenses$8,939
XI-3 Revenue less expenses$318,597
XI-4 Net assets at start of year$701,966
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,020,563

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

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