Nonprofit · EIN 20-3081932
MARCUM FOUNDATION INC
Tax-exempt · CLEVELAND, OH 44131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,147,583 | $1,956,460 | -$808,877 | $644,534 | $282,427 | $362,107 |
| May 31, 2024 | 990 | $1,527,156 | $2,084,659 | -$557,503 | $2,133,469 | $962,485 | $1,170,984 |
| May 31, 2023 | 990 | $1,281,163 | $665,160 | $616,003 | $1,950,130 | $221,643 | $1,728,487 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,140,476
- Program service revenue
- $0
- Investment income
- $35,327
- Net income from fundraising events
- -$28,220
- Other revenue
- -$28,220
Expenses
- Grants and similar amounts paid
- $1,599,339
- Other salaries and wages
- $242,582
- Salaries, compensation and benefits (total)
- $242,582
- Professional fundraising fees
- $0
- Accounting fees
- $17,510
- Travel
- $4,860
- Program services (functional)
- $1,772,799
- Management and general (functional)
- $99,965
- Fundraising (functional)
- $83,696
Balance sheet and other
- Total assets, start of year
- $2,133,469
- Total assets, end of year
- $644,534
- Total liabilities, end of year
- $282,427
- Net assets, end of year
- $362,107
- Net assets without donor restrictions
- $354,068
- Net assets with donor restrictions
- $8,039
- Gross receipts
- $1,224,621
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2005
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRISTEN BLANCO | DIRECTOR Highest-paid employee | 35 | $0 | $112,036 | $16,210 |
| TRACY A WEINER | EXECUTIVE DIRECTOR Trustee or director, Officer | 35 | $0 | $50,000 | $6,503 |
| SHAUN BLOGG | CHAIRMAN & PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIE JONES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD STORCH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY ZUDECK | BOARD MEMBER - TO 3/2025 Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SACCO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HUGHES | BOARD MEMBER - TO 3/2025 Trustee or director | 1 | $0 | $0 | $0 |
| TRACY GALLAGHER | BOARD MEMBER - AS OF 3/2025 Trustee or director | 1 | $0 | $0 | $0 |
| DONNA MIRANDOLA | BOARD MEMBER - AS OF 3/2025 Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH NEWMAN | BOARD MEMBER - AS OF 3/2025 Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN SUBLETT | BOARD MEMBER - AS OF 3/2025 Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY A WEINER | EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 |
| SHAUN BLOGG | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 |
| JULIE JONES | SECRETARY - AS OF 6/2023 Trustee or director, Officer | 1 | $0 |
| RONALD STORCH | TREASURER - AS OF 6/2023 Trustee or director, Officer | 1 | $0 |
| JEFFREY ZUDECK | BOARD MEMBER - AS OF 6/2023 Trustee or director | 1 | $0 |
| MICHAEL SACCO | BOARD MEMBER - AS OF 6/2023 Trustee or director | 1 | $0 |
| JOHN HUGHES | BOARD MEMBER - AS OF 12/2023 Trustee or director | 1 | $0 |
| MARC BRESLOW | VICE PRESIDENT - TO 6/2023 Trustee or director, Officer | 1 | $0 |
| MICHAEL NOVAK | VICE PRESIDENT - TO 6/2023 Trustee or director, Officer | 1 | $0 |
| ILYSSA BLUM | SECRETARY - TO 6/2023 Trustee or director, Officer | 1 | $0 |
| JANA ARISTIZABAL | TREASURER - TO 6/2023 Trustee or director, Officer | 1 | $0 |
990 for the year ended May 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAUN BLOGG | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 |
| MARC BRESLOW | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHAEL NOVAK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ILYSSA BLUM | SECRETARY Trustee or director, Officer | 1 | $0 |
| JANA ARISTIZABAL | TREASURER Trustee or director, Officer | 1 | $0 |
| TRACY A WEINER | EXECUTIVE DIRECTOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5959 ROCKSIDE WOODS BLVD N 600, CLEVELAND, OH 44131-2307
- In care of
- % MARCUM LLP
- Principal officer (990 for 2024)
- SHAUN BLOGG, 5959 ROCKSIDE WOODS BLVD N 600, CLEVELAND, OH 44131
- Signed the 990
- SHAUN BLOGG, PRESIDENT
- Phone
- (305) 995-9600
- Website
- WWW.MARCUMFOUNDATION.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THE MARCUM FOUNDATION STRIVES TO BE A LEADING CONTRIBUTOR OF TIME & MONEY, AS A FULLY ENGAGED PARTNER, TO ORGANIZATIONS OFFERING FUNDAMENTAL HUMAN SERVICES TO CHILDREN IN OUR LOCAL COMMUNITIES.WE ENVISION A WORLD WHERE NO CHILD HAS TO WORRY ABOUT THEIR BASIC NEEDSEDUCATION, FOOD, HEALTHCARE AND GENERAL WELLBEING. BY MEETING THESE NEEDS, WE WILL ENSURE THAT ALL CHILDREN CAN WORRY LESS AND ACHIEVE MORE, AS THE FUTURE OF OUR COMMUNITY DEPENDS ON THE SUCCESS OF TODAY'S YOUTH AND YOUNG ADULTS.
Program accomplishments
- THE FOUNDATION RAISES FUNDS AND VOLUNTEERS FOR SELECT CHARITIES THROUGH SPECIAL EVENTS, ASSOCIATE GIVING AND OTHER INITIATIVES--PROVIDING THE CRITICAL ASSISTANCE NEEDED FOR ORGANIZATIONS THAT OFFER ESSENTIAL SERVICES IN THESE FOUR CATEGORIES:-HEALTH & SAFETY-EDUCATION & SELF-ESTEEM-FOOD & SHELTER-FAMILY & WELLBEINGExpenses $1,772,799 · grants $1,599,339
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3081932
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $644,534
- Income (IRS master file)
- $1,224,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,147,583 | $1,956,460 | $644,534 | XML |
| 990 | May 2024 | $1,527,156 | $2,084,659 | $2,133,469 | XML |
| 990 | May 2023 | $1,281,163 | $665,160 | $1,950,130 | XML |
| 990 | May 2022 | $1,061,749 | $596,998 | $1,123,634 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
| 990-EZ | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3081932).
Questions about MARCUM FOUNDATION INC
- What is the EIN of MARCUM FOUNDATION INC?
- The employer identification number (EIN) of MARCUM FOUNDATION INC is 20-3081932.
- Is MARCUM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MARCUM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARCUM FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARCUM FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARCUM FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of MARCUM FOUNDATION INC?
- The 990 for the year ended May 31, 2025 names SHAUN BLOGG.
- Who are the officers and directors of MARCUM FOUNDATION INC?
- The 990 for the year ended May 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MARCUM FOUNDATION INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,147,583, expenses of $1,956,460 and total assets of $644,534 at year end.
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