2023-11-07T13:02:41-06:00 2022-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2022-01-01 275098203 THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC COMM 3526225020 324 SE 24TH ST OCALA FL 344715362 LAUREN DEIORIO EXECUTIVE DIRECTOR 3526225020 2023-10-27 1 LAUREN DEIORIO 999009999 0 CORINNE LAROCHE P01500189 3523781331 2023-10-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAUREN DEIORIO 324 SE 24TH ST OCALA FL 344715362 3104510 0 X WWW.OCALAFOUNDATION.ORG X 2011 FL CONNECTING THE CHARITABLE INTEREST OF THE DONOR TO BUILD A STRONGER COMMUNITY 18 18 10 18 0 0 2823715 2726472 0 167046 130356 141963 966 43294 2955037 3078775 1819501 2092984 0 0 454001 543867 0 0 0 153295 184005 2426797 2820856 528240 257919 4694717 4816064 2415161 2704089 2279556 2111975 X CONNECTING THE CHARITABLE INTEREST OF THE DONOR TO BUILD A STRONGER COMMUNITY 0 0 2131184 2092984 167046 FUND MANAGEMENTA COMMUNITY FOUNDATION IS A TAX EXEMPT, NONPROFIT, PUBLICLY SUPPORTED ORGANIZATION THAT EMPOWERS DONORS TO STRENGTHEN THEIR COMMUNITY, ONE PASSION AT A TIME. THE COMMON MISSION OF EVERY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE LOCAL AREA. THROUGH FUND MANAGEMENT, THE FOUNDATION HELPS TO ACHIEVE THIS. WHETHER IT IS THE CREATION OF A FUND FOR THE INDIVIDUAL LOOKING FOR A TAX DEDUCTION OR THE NONPROFIT AGENCY THAT IS BUILDING PERMANENT ENDOWMENT FUNDS OR EVEN PROVIDING SCHOLARSHIPS FOR STUDENTS, THE FOUNDATION SUPPORTS A VARIETY OF LOCAL NONPROFITS THROUGH GRANTS AND SPECIAL PROJECTS. SINCE THE FOUNDATION'S INCEPTION IN 2011, NONPROFITS HAVE RECEIVED GRANTS TOTALING $6,252,479.00. AT THE END OF 2022, THE FOUNDATION WAS MANAGING 27 AGENCY FUNDS, 14 ENDOWMENT FUNDS, 27 DONOR ADVISED FUNDS, 4 CORPORATE ADVISED FUNDS, 5 SCHOLARSHIP FUNDS, 1 ANNUITY FUND & 7 PASS THROUGH FUNDS, RESULTING IN A 23% INCREASE OF FUNDS UNDER MANAGEMENT FROM THE PRIOR YEAR. 556208 NONPROFIT RESOURCE CENTERESTABLISHED IN APRIL 2019, THE NONPROFIT RESOURCE CENTER OPENED AS A COLLABORATIVE AMONG THE FOUNDATION, MARION COUNTY GOVERNMENT, THE CITY OF OCALA, ADVENTHEALTH OCALA, AND THE MARION COUNTY HOSPITAL DISTRICT TO HELP GROW AND SUSTAIN OUR NONPROFIT COMMUNITY. THE RESOURCE CENTER PROVIDES A VARIETY OF ASSISTANCE OPTIONS TO HELP OUR NONPROFITS BUILD CAPACITY AND BECOME SUSTAINABLE WHICH INCLUDES; BOARD DEVELOPMENT, COMMUNICATIONS, PR & MARKETING COUNSELING, VIDEO TRAINING SPONSORED BY COX COMMUNICATIONS, FINANCE & ACCOUNTING COUNSELING, GRANT SERVICES, PROFESSIONAL DEVELOPMENT COURSES IN PARTNERSHIP WITH ROLLINS COLLEGE CRUMMER GRADUATE SCHOOL OF BUSINESS, MINI TRAINING SEMINARS, AND STRATEGIC & SUSTAINABILITY PLANNING. ALL RESOURCES FOLLOW THE FOUNDATION'S ROADMAP TO SUCCESS WHICH IS A COMPILATION OF STANDARDS DESIGNED TO ENSURE EACH NONPROFIT OPERATES LIKE THE BUSINESS IT IS. SOME OF THE KEY AREAS IN THE ROADMAP ARE; EFFECTIVE GOVERNANCE, HUMAN RESOURCES, FINANCIAL MANAGEMENT, AND MORE. 11241 NONPROFIT BUSINESS COUNCILTHE NONPROFIT BUSINESS COUNCIL (NPBC) WAS FORMED 11 YEARS AGO AS A PART OF THE CHAMBER OF COMMERCE. IN 2016, UNDER PREVIOUS LEADERSHIP, THE COMMUNITY FOUNDATION BEGAN OVERSEEING THE COUNCIL'S OPERATIONS, AND IT HAS CONTINUED TO SIGNIFICANTLY EXPAND SINCE THAT TIME. THE NPBC PROMOTES THE ECONOMIC IMPACT OF NONPROFITS, STRENGTHENS THEIR CAPACITY IN AREAS OF LEADERSHIP FUNDRAISING, BOARD DEVELOPMENT, STAFF DEVELOPMENT AND COMPLIANCE, AND PROVIDES FOR MUCH-NEEDED COLLABORATION AND PHILANTHROPIC EDUCATION. CURRENTLY THE COUNCIL MEMBERSHIP IS MADE UP OF OVER 150 NONPROFITS GOVERNED BY A STEERING COMMITTEE OF NONPROFIT LEADERS REPRESENTING SEVERAL DIFFERENT NONPROFIT SECTORS. THE NPBC HAS THEIR OWN PROGRAMMING RUN BY THE COMMUNITY FOUNDATION WHICH INCLUDES: CEO ROUNDTABLE, GUIDE TO CHARITABLE GIVING, MONTHLY PROFESSIONAL DEVELOPMENT MEETINGS, NONPROFIT ECONOMIC IMPACT STUDY & YOUTH PHILANTHROPY IN ACTION (YPIA). 2575 ESTATE PLANNING COUNCIL 2575 2701208 1 1 0 0 0 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LAUREN DEIORIO 3526225020 324 SE 24TH ST OCALA FL 344715362 ADAM WOODS DIRECTOR 1.00 X 0 0 0 BEN MARCIANO DIRECTOR 1.00 X 0 0 0 CHESTER WEBER DIRECTOR 1.00 X 0 0 0 DAVID MIDGETT VICE CHAIRMAN 1.00 X X 0 0 0 FRANK HENNESSEY CHAIRMAN 24.00 X X 0 0 0 JAMES HILLEBRANDT DIRECTOR 1.00 X 0 0 0 JAMIE ULMER DIRECTOR 1.00 X 0 0 0 JANE FONTAINE SECRETARY 2.00 X X 0 0 0 JOE JOHNSON DIRECTOR 1.00 X 0 0 0 JON KURTZ TREASURER 2.00 X X 0 0 0 MEGAN STAMM DIRECTOR 1.00 X 0 0 0 MICHAEL SIBONI DIRECTOR 1.00 X 0 0 0 ROBERT BATSEL DIRECTOR 1.00 X 0 0 0 RUSTY BRANSON DIRECTOR 1.00 X 0 0 0 STEVEN LEE DIRECTOR 1.00 X 0 0 0 THAD BOYD DIRECTOR 1.00 X 0 0 0 TOM INGRAM DIRECTOR 1.00 X 0 0 0 WILLIAM CHAMBERS VICE CHAIRMAN 2.00 X X 0 0 0 LAUREN DEIORIO EXECUTIVE DIRECTOR 40.00 X 99750 0 2993 99750 0 2993 0 0 0 0 0 26502 3136 1293278 1403556 237629 2726472 DAF WORKSHOP 900099 68056 68056 PROGRAM SERVICE INCOME 900099 60405 60405 MANAGEMENT FEE REVENUE 900099 35435 35435 ADMINISTRATIVE FEE INC 900099 3150 3150 167046 36301 36301 105662 0 105662 105662 105662 69029 3136 25735 43294 43294 3078775 167046 0 185257 2029595 2029595 63389 63389 102743 82194 20549 378304 336409 41895 8972 8023 949 16484 13928 2556 37364 32540 4824 16285 16285 165 47 118 41972 21620 20352 15959 15959 8103 3411 4692 31096 29814 1282 17648 15442 2206 3299 2707 592 2961 2961 1556 778 778 WORKSHOP EXPENSES 21655 21655 SPECIAL PROJECTS EXPENS 10150 10150 PROGRAM SERVICE EXPENSE 8988 8988 DUES AND SUBSCRIPTIONS 2668 518 2150 1500 1080 420 2820856 2701208 119648 0 272424 512156 740350 605395 29261 1750 7347 16621 11337 8246 5284 3644436 3684132 4694717 4816064 27702 16533 73312 140181 14229 244324 2299918 2303051 2415161 2704089 X 2279556 2111975 2279556 2111975 4694717 4816064 257919 -425500 0 X 0 1 X 1 1 1 X 378416 671060 4651611 2823715 2726472 11251274 68458 93353 93353 93353 348517 378416 739518 4744964 2917068 2819825 11599791 574563 11025228 25130 45026 21738 29786 36301 157981 43294 43294 12588 22085 30017 63578 128268 11929334 167046 0.92420 0.96500 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39 48 1088451 1690396 872971 1185720 1979305 4198583 1 1 0 1 X 107981 216 -16291 960 90946 100683 6253 1045 107981 89636 10149 898 100683 1.00000 0 0 2721 679 2042 13900 10658 3242 5284 MARKETABLE SECURITIES AND SECURITIES HELD IN TRUST 3684132 F 3684132 X 2758043 -425500 93953 -331547 3089590 -10815 -10815 3078775 2925624 93953 25735 119688 2805936 14920 14920 2820856 PART IV, LINE 2B: THE FOUNDATION HOLDS INVESTMENTS FOR NONPROFITS IN THE LOCAL COMMUNITY AS PART OF ITS CORE MISSION. A COMMUNITY FOUNDATION IS A TAX EXEMPT, NONPROFIT, PUBLICLY SUPPORTED ORGANIZATION THAT EMPOWERS DONORS TO STRENGTHEN THEIR COMMUNITY, ONE PASSION AT A TIME. THE COMMON MISSION OF EVERY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE LOCAL AREA. THROUGH FUND MANAGEMENT, THE FOUNDATION HELPS TO ACHIEVE THIS. WHETHER IT IS THE CREATION OF A FUND FOR THE INDIVIDUAL LOOKING FOR A TAX DEDUCTION OR THE NONPROFIT AGENCY THAT IS BUILDING PERMANENT ENDOWMENT FUNDS OR EVEN PROVIDING SCHOLARSHIPS FOR STUDENTS, THE FOUNDATION SUPPORTS A VARIETY OF LOCAL NONPROFITS THROUGH GRANTS AND SPECIAL PROJECTS. PART V, LINE 4: IN SEPTEMBER 2019, THE BOARD OF DIRECTORS DESIGNATED $50,000 OF NET ASSETS WITHOUT DONOR RESTRICTIONS AS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE FOUNDATION. THE ENDOWMENT FUND IS DESIGNATED TO BE PERPETUAL WITH PRINCIPAL INTACT AND ONLY EARNINGS WILL BE DISTRIBUTED. USE OF THE FUND REQUIRES BOARD APPROVAL AND IS DESIGNATED FOR USE BY THE BOARD. AT DECEMBER 31, 2022 THE BOARD DESIGNATED ACCOUNT TOTALED $90,946. PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 509(A). MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON 990 PART VIII -25,735. CARES ACT REVENUE 14,920. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON 990 PART VIII 25,735. PART XII, LINE 4B - OTHER ADJUSTMENTS: CARES ACT REVENUE 14,920. GIVE4MARION 47228 47228 730 20117 BACK TO SCHOOL 21801 21801 4888 69029 69029 730 25005 25735 43294 1 ADVENTHEALTH FOUNDATION 307 SW 14TH ST OCALA FL 34471 592219301 501(C)(3) 11000 0 TO SUPPORT THE ORGANIZATION'S MISSION BOYS AND GIRLS CLUB OF MARION COUNTY INC PO BOX 4109 OCALA FL 34478 591172127 501(C)(3) 54500 0 TO SUPPORT THE ORGANIZATION'S MISSION EWTN NEWS INC 5817 OLD LEEDS ROAD IRONDALE AL 35210 274581132 501(C)(3) 6000 0 TO SUPPORT THE ORGANIZATION'S MISSION FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 440610626 501(C)(3) 6000 0 TO SUPPORT THE CHURCH MISSION FORT KING HERITAGE FOUNDATION 3925 E FORT KING STREET OCALA FL 34471 452400233 501(C)(3) 10000 0 TO SUPPORT THE ORGANIZATION'S MISSION GOOD SHEPHERD PRESBYTERIAN CHURCH 151 SW 87TH PLACE OCALA FL 34476 593203719 501(C)(3) 55000 0 TO SUPPORT THE CHURCH MISSION HONORING THE FATHER MINISTRIES INC 1183 SE 57TH AVE OCALA FL 34480 621663391 501(C)(3) 37194 0 TO SUPPORT THE ORGANIZATION'S MISSION INTERFAITH EMERGENCY SERVICES INC 435 NW 2ND STREET OCALA FL 34475 592349840 501(C)(3) 10500 0 TO SUPPORT THE ORGANIZATION'S MISSION KIDS CENTRAL INC 901 INDUSTRIAL DRIVE SUITE 200 WILDWOOD FL 34785 030423152 501(C)(3) 10000 0 TO SUPPORT THE ORGANIZATION'S MISSION MARION COUNTY CHILDREN'S ADVOCACY CENTER INC 2800 NE 14TH STREET OCALA FL 34471 593575631 501(C)(3) 48500 0 TO SUPPORT THE ORGANIZATION'S MISSION OCALA SYMPHONY ORCHESTRA INC 500 NE 9TH STREET OCALA FL 34470 591581448 501(C)(3) 30000 0 TO SUPPORT THE ORGANIZATION'S MISSION OPEN ARMS VILLAGE INC 1839 NE 8TH ROAD OCALA FL 34470 462321723 501(C)(3) 12000 0 TO SUPPORT THE ORGANIZATION'S MISSION PROJECT HOPE OF MARION COUNTY INC 830 NE 28TH STREET OCALA FL 34470 208657795 501(C)(3) 12500 0 TO SUPPORT THE ORGANIZATION'S MISSION SOUTHEASTERN YOUTH AGRICULTURE FOUNDATION INC 2232 NE JACKSONVILLE RD OCALA FL 34470 923062235 501(C)(3) 5490 0 TO SUPPORT THE ORGANIZATION'S MISSION ST PAUL CENTER FOR BIBLICAL THEOLOGY 1468 PARKVIEW CIRCLE STEUBENVILLE OH 43952 752980638 501(C)(3) 40000 0 TO SUPPORT THE CHURCH MISSION THE PROJECT STABLE FOUNDATION INC 23388 NW 27TH STREET MORRISTON FL 32668 650551042 501(C)(3) 36000 0 TO SUPPORT THE ORGANIZATION'S MISSION TRANSITIONS LIFE CENTER & COMMUNITY INC PO BOX 236 OCALA FL 34478 455387311 501(C)(3) 17100 0 TO SUPPORT THE ORGANIZATION'S MISSION UNITED HANDS INC 4210 SW 58TH AVE OCALA FL 34474 521930334 501(C)(3) 55511 0 TO SUPPORT THE ORGANIZATION'S MISSION UNITED WAY OF MARION COUNTY CO INC 1401 NE 2ND STREET OCALA FL 34470 590946642 501(C)(3) 31000 0 TO SUPPORT THE ORGANIZATION'S MISSION WEST CHESTER UNIVERSITY FOUNDATION 202 CARTER DRIVE WEST CHESTER PA 19382 233054174 501(C)(3) 30000 0 TO SUPPORT THE FOUNDATION'S MISSION XTREME SOULUTIONS INC PO BOX 5487 OCALA FL 34478 300293324 501(C)(3) 22500 0 TO SUPPORT THE ORGANIZATION'S MISSION 21 0 SCHOLARSHIPS 22 63389 PART I, LINE 2: THE ORGANIZATION DETERMINES ELIGIBILITY FOR GRANTS TO NONPROFITS BY VERIFYING THE STATUS OF THE NONPROFITS THROUGH THE IRS TAX EXEMPT ORGANIZATION SEARCH. THE ORGANIZATION USES AN APPLICATION PROCESS FOR SCHOLARSHIP RECIPIENTS WHERE ALL APPLICANTS ARE REVIEWED BY A COMMITTEE AND SELECTED BASED ON THE ELIGIBILITY REQUIREMENTS. GRANTS THAT ARE MADE TO NONPROFITS ARE USUALLY UNRESTRICTED IN NATURE. FOR THOSE THAT THE DONOR RESTRICTS THEIR GRANT TO A SPECIFIC PROGRAM, THE ORGANIZATION MAKES CONTACT WITH THE CEO WITHIN THE YEAR TO VERIFY THE FUNDING WAS UTILIZED AS THE DONOR EXPECTED. FOR SCHOLARSHIPS, MOST OF THE SCHOLARSHIPS GIVEN ARE UNRESTRICTED IN NATURE. THUS, ONCE THE AWARD IS GIVEN TO THE AWARDEE, THE FUNDS ARE NOT RESTRICTED TO A SPECIFIC USE. X 2 219187 FMV X OFFICE SUPPLIES 1 18442 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE PRESIDENT/EXECUTIVE DIRECTOR THEN SENT TO THE FINANCE/AUDIT COMMITTEE WHERE IT IS REVIEWED AND SENT ON TO THE EXECUTIVE COMMITTEE. FROM THERE, A COPY OF THE 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY IN JANUARY BY BOARD MEMBERS AND THEN FILED IN THEIR RESPECTIVE BOARD FILES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED AFTER THE EXECUTIVE BOARD COMPLETES THE ANNUAL EVALUATION PROCESS FOR THE EXECUTIVE DIRECTOR. THERE IS A REVIEW OF CURRENT COMPENSATION AND THEN RESEARCH ON VARIOUS COMPENSATION STUDIES ARE REVIEWED TO DETERMINE ANY CHANGES TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS INFORMATION IS ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE.