Nonprofit · EIN 23-7362750
MARION SENIOR SERVICES INC
Tax-exempt · OCALA, FL 34471
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,036,902 | $9,128,268 | $908,634 | $9,318,272 | $1,349,385 | $7,968,887 |
| December 31, 2023 | 990 | $9,564,321 | $9,465,366 | $98,955 | $7,492,571 | $511,981 | $6,980,590 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,376,757
- of which government grants
- $9,131,830
- Program service revenue
- $614,224
- Investment income
- $33,955
- Net gain from sales of assets
- $14,724
- Other revenue
- $11,966
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $254,268
- Other salaries and wages
- $3,188,868
- Salaries, compensation and benefits (total)
- $4,331,020
- Professional fundraising fees
- $0
- Legal fees
- $10,700
- Accounting fees
- $67,100
- Occupancy
- $193,358
- Travel
- $122,960
- Depreciation
- $482,426
- Program services (functional)
- $6,925,850
- Management and general (functional)
- $2,202,418
Balance sheet and other
- Total assets, start of year
- $7,492,571
- Total assets, end of year
- $9,318,272
- Total liabilities, end of year
- $1,349,385
- Net assets, end of year
- $7,968,887
- Land, buildings and equipment
- $2,827,664
- Publicly traded securities
- $433,645
- Net assets without donor restrictions
- $6,829,948
- Net assets with donor restrictions
- $1,138,939
- Gross receipts
- $10,036,902
- Employees
- 129
- Volunteers
- 147
- Year formed
- 1973
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER MARTINEZ | EXECUTIVE DIRECTOR Officer | 40 | $141,434 | $11,569 |
| TAMARA A GRANT-POWELL | FINANCE DIRECTOR Officer | 40 | $87,485 | $13,780 |
| BILL OPPENHEIMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMIE GILMORE | DIRECTOR, CHAIRMAN (BEG. 3/24) Trustee or director, Officer | 1 | $0 | $0 |
| BILLY WOODS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGIE DANSBY | IMMEDIATE PAST CHAIR (BEG. 3/24) Trustee or director, Officer | 1 | $0 | $0 |
| SAMANTHA RAUBA | DIRECTOR (THRU 4/24) Trustee or director | 1 | $0 | $0 |
| ROBERT PUTZEYS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROY ABSHIER | DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| JESSE BLAIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR CJ EMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACK HILLESLAND | VICE-CHAIR, (THRU 2/24) Trustee or director, Officer | 1 | $0 | $0 |
| RHODA WALKUP | DIRECTOR, VICE CHAIR (BEG 3/24) Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH CLARK | DIRECTOR (BEG 1/24), SEC/TRES (BEG 5/24) Trustee or director, Officer | 1 | $0 | $0 |
| JANE FONTAINE | DIRECTOR (BEG 1/24) Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLE DODD | DIRECTOR (BEG 1/24) Trustee or director | 1 | $0 |
| JUANITA CUNNINGHAM | DIRECTOR (BEG 1/24) Trustee or director | 1 | $0 |
| SUSANNE SHIELDS | DIRECTOR (BEG 1/24) Trustee or director | 1 | $0 |
| MIKE MILEY | DIRECTOR (BEG 1/24) Trustee or director | 1 | $0 |
| DOUG DAY | DIRECTOR (BEG 1/24) Trustee or director | 1 | $0 |
| BILL BROWDER | DIRECTOR (BEG 2/24) Trustee or director | 1 | $0 |
| CHARLES MCINTOSH | DIRECTOR (BEG 5/24) Trustee or director | 1 | $0 |
| BRAD BOBBITT | DIRECTOR (BEG 7/24) Trustee or director | 1 | $0 |
| MATT WILKERSON | DIRECTOR (BEG 7/24) Trustee or director | 1 | $0 |
| LYNN SMITH | DIRECTOR (BEG 12/24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER MARTINEZ | EXECUTIVE DI Officer | 40 | $120,020 | $13,738 |
| TAMARA A GRANT-POWELL | FINANCE DIRE Officer | 40 | $69,200 | $12,732 |
| JESSE BLAIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGIE DANSBY | IMMEDIATE PA Trustee or director | 1 | $0 | $0 |
| DR CJ EMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMIE GILMORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACK HILLESLAND | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FELECIA JUDGE | CHAIRWOMAN Trustee or director, Officer | 1 | $0 | $0 |
| JENNA KRAGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE MCQUAIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL OPPENHEIMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT PUTZEYS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAMANTHA RAUBA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| APRIL SAVARESE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RHODA WALKUP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILLY WOODS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 SW 20TH CT, OCALA, FL 34471-8885
- Principal officer (990 for 2024)
- JENNIFER MARTINEZ, 1101 SW 20TH COURT, OCALA, FL 34471
- Signed the 990
- JENNIFER MARTINEZ, EXECUTIVE DIRECTOR
- Phone
- (352) 620-3501
- Website
- WWW.MARIONSENIORSERVICES.ORG
- Return prepared by
- PURVIS GRAY & COMPANY LLP
Mission
TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS.
Program accomplishments
- PROVIDE TRANSPORTATION FOR MEDICAL, LIFE SUSTAINING, OR EDUCATIONAL PURPOSES FOR RESIDENTS WHO DO NOT DRIVE OR OWN/HAVE ACCESS TO A VEHICLE. PROVIDE ALL ADA TRANSPORTATION FOR RESIDENTS OF MARION COUNTY. FUNDING PROVIDED MAINLY THROUGH SECTIONS 5310 AND 5311, TRANSPORTATION DISADVANTAGED, AND LOCAL COUNTY FUNDS.Expenses $3,177,266 · revenue $540,667
- COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES HOME CARE SERVICES, INCLUDING ADULT DAY CARE, PERSONAL CARE, HOMEMAKER, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE, CASE AID, AND CASE MANAGEMENT TO FUNCTIONALLY IMPAIRED ELDERLY PERSONS TO HELP THEM LIVE INDEPENDENT LIVES. CCE IS FUNDED THROUGH THE STATE OF FLORIDA GENERAL REVENUE FUND.Expenses $1,047,209 · revenue $30,433
- TITLE IIIB IS A FEDERAL PROGRAM THROUGH THE OLDER AMERICANS ACT. IT PROVIDES PERSONS AGE 60 AND OVER TO RECEIVE HOMEMAKER SERVICES, TELEPHONE REASSURANCE, AND EMERGENCY ALERT RESPONSE SERVICES TO HELP THEM LIVE INDEPENDENT LIVES.Expenses $593,783
- OTHER PROGRAM SERVICES INCLUDES TITLE IIIC-1, TITLE IIIC-2, TITLE IIIE, TITLE XXVI, ALZHEIMER'S DISEASE INITIATIVE, HOME CARE FOR THE ELDERLY, LOCAL SERVICES, CDBG SERVICE FACILITY, VOLUNTEER PROGRAM, MEALS ON WHEELS, PREFERRED CARE, MANAGED LONG-TERM CARE, AND MENTAL HEALTH SERVICES THROUGH LUTHERAN SERVICES FLORIDA.Expenses $2,107,592 · revenue $43,124
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7362750
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,318,272
- Income (IRS master file)
- $10,036,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,036,902 | $9,128,268 | $9,318,272 | IRS |
| 990 | December 2023 | $9,564,321 | $9,465,366 | $7,492,571 | IRS |
| 990 | December 2022 | $8,290,761 | $8,564,518 | $7,073,424 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 23-7362750).
Questions about MARION SENIOR SERVICES INC
- What is the EIN of MARION SENIOR SERVICES INC?
- The employer identification number (EIN) of MARION SENIOR SERVICES INC is 23-7362750.
- Is MARION SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to MARION SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARION SENIOR SERVICES 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 MARION SENIOR SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION SENIOR SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MARION SENIOR SERVICES INC?
- The 990 for the year ended December 31, 2024 names JENNIFER MARTINEZ.
- Who are the officers and directors of MARION SENIOR SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 2 received compensation from the organization, the highest $141,434 (JENNIFER MARTINEZ, EXECUTIVE DIRECTOR).
- How much revenue does MARION SENIOR SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,036,902, expenses of $9,128,268 and total assets of $9,318,272 at year end.
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