Nonprofit · EIN 27-5098203
THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC
Tax-exempt · OCALA, FL 34471
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,196,670 | $3,316,214 | -$119,544 | $10,199,650 | $4,106,868 | $6,092,782 |
| December 31, 2023 | 990 | $3,778,214 | $2,307,464 | $1,470,750 | $6,894,883 | $3,139,080 | $3,755,803 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,801,984
- of which government grants
- $894,398
- Membership dues
- $39,550
- Program service revenue
- $242,534
- Investment income
- $194,140
- Net gain from sales of assets
- $91,935
- Net income from fundraising events
- -$47,102
- Net income from gaming
- $1,975
- Other revenue
- -$41,988
Expenses
- Grants and similar amounts paid
- $2,520,673
- Compensation of officers, directors and key employees
- $119,300
- Other salaries and wages
- $417,177
- Salaries, compensation and benefits (total)
- $601,587
- Professional fundraising fees
- $0
- Accounting fees
- $35,237
- Occupancy
- $5,562
- Depreciation
- $644
- Program services (functional)
- $3,053,608
- Management and general (functional)
- $261,756
- Fundraising (functional)
- $850
Balance sheet and other
- Total assets, start of year
- $6,894,883
- Total assets, end of year
- $10,199,650
- Total liabilities, end of year
- $4,106,868
- Net assets, end of year
- $6,092,782
- Land, buildings and equipment
- $1,678
- Net assets without donor restrictions
- $3,800,410
- Net assets with donor restrictions
- $2,292,372
- Gross receipts
- $4,609,209
- Employees
- 12
- Volunteers
- 19
- Year formed
- 2011
- 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 |
|---|---|---|---|---|
| LAUREN DEIORIO | EXECUTIVE DIRECTOR Officer | 40 | $115,825 | $3,475 |
| BEN MARCIANO | DIRECTOR UNTIL 2/28/24 Trustee or director | 1 | $0 | $0 |
| CHESTER WEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID MIDGETT | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| FRANK HENNESSEY | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| JAMES HILLEBRANDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE FONTAINE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JON KURTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL SIBONI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT BATSEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSTY BRANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN LEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THAD BOYD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM CHAMBERS | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ANGIE CLIFTON | DIRECTOR UNTIL 5/31/24 Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGIE LEWIS | DIRECTOR Trustee or director | 1 | $0 |
| KEN KIRKPATRICK | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS O'MARA | DIRECTOR Trustee or director | 1 | $0 |
| ERIKA SKULA | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS CONE III | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN DEIORIO | EXECUTIVE DIRECTOR Officer | 40 | $127,743 | $3,832 |
| ADAM WOODS | DIRECTOR - END 9/1/23 Trustee or director | 1 | $0 | $0 |
| BEN MARCIANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHESTER WEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID MIDGETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK HENNESSEY | CHAIRMAN Trustee or director, Officer | 24 | $0 | $0 |
| JAMES HILLEBRANDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE FONTAINE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JON KURTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL SIBONI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT BATSEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSTY BRANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN LEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THAD BOYD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM CHAMBERS | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ANGIE CLIFTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGIE LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEVON CHESTNUT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEN KIRKPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE JOHNSON | DIRECTOR - END 4/1/23 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 324 SE 24TH ST, OCALA, FL 34471-5362
- Principal officer (990 for 2024)
- LAUREN DEIORIO, 324 SE 24TH ST, OCALA, FL 344715362
- Signed the 990
- LAUREN DEIORIO, EXECUTIVE DIRECTOR
- Phone
- (352) 622-5020
- Website
- WWW.OCALAFOUNDATION.ORG
- Return prepared by
- JAMES MOORE & CO PL
Mission
OUR MISSION AT THE COMMUNITY FOUNDATION FOR OCALA/MARION COUNTY IS TO ENHANCE THE QUALITY OF LIFE FOR ALL RESIDENTS OF OUR COMMUNITY BY FOSTERING PHILANTHROPY AND STEWARDING CHARITABLE RESOURCES. WE STRIVE TO IDENTIFY AND ADDRESS THE MOST PRESSING NEEDS IN OUR AREA, AND TO SUPPORT INNOVATIVE SOLUTIONS THAT CREATE POSITIVE, SUSTAINABLE CHANGE. THROUGH PARTNERSHIPS WITH DONORS, NONPROFITS, AND OTHER COMMUNITY LEADERS, WE SEEK TO BUILD A THRIVING, INCLUSIVE, AND RESILIENT COMMUNITY THAT PROVIDES OPPORTUNITIES FOR ALL TO SUCCEED.
Program accomplishments
- 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 $9.9 MILLION. AT THE END OF 2024, THE FOUNDATION WAS MANAGING 59 AGENCY FUNDS, 17 ENDOWMENT FUNDS, 42 DONOR ADVISED FUNDS, 7 CORPORATE ADVISED FUND, 3 SCHOLARSHIP FUNDS, 1 ANNUITY FUND & 7 PASS THROUGH FUND. RESULTING IN 15% INCREASE OF FUNDS UNDER MANAGEMENT FROM THE PRIOR YEAR.Expenses $2,552,957 · grants $2,515,673 · revenue $242,534
- NONPROFIT RESOURCE CENTERESTABLISHED IN APRIL OF 2019, THE NONPROFIT RESOURCE CENTER OPENED AS A COLLABORATIVE AMONG THE FOUNDATION, MARION COUNTY GOVERNMENT, THE CITY OF OCALA, AND 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 & 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.Expenses $496,601 · grants $5,000
- ESTATE PLANNING COUNCILTHE ESTATE PLANNING COUNCIL PROVIDES A SOURCE OF EDUCATIONAL INFORMATION, A FORUM FOR NETWORKING AMONG DISCIPLINARIANS WHO PRACTICE FACETS OF ESTATE PLANNING, AND PROMOTES INTERDISCIPLINARY COMMUNICATION AND COOPERATION. THE GOAL OF OUR PROFESSIONAL MEMBERS IS TO IMPROVE OUR KNOWLEDGE TO RENDER THE BEST PROFESSIONAL SERVICE TO THE PUBLIC. MEMBERSHIP IS OPEN TO THOSE INDIVIDUALS IN PROFESSIONS THAT DEAL WITH ESTATE PLANNING AND ITS RELATED ISSUES.Expenses $3,365
- NONPROFIT BUSINESS COUNCILTHE NONPROFIT BUSINESS COUNCIL (NPBC) WAS FORMED 14 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 180 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: GUIDE TO CHARITABLE GIVING, MONTHLY PROFESSIONAL DEVELOPMENT MEETINGS, & YOUTH PHILANTHROPY IN ACTION (YPIA).Expenses $685
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
- 27-5098203
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,199,650
- Income (IRS master file)
- $4,609,209
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,196,670 | $3,316,214 | $10,199,650 | XML |
| 990 | December 2023 | $3,778,214 | $2,307,464 | $6,894,883 | XML |
| 990 | December 2022 | $3,078,775 | $2,820,856 | $4,816,064 | 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 27-5098203).
Questions about THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC
- What is the EIN of THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC?
- The employer identification number (EIN) of THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC is 27-5098203.
- Is THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY 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 THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY 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 THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY 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 THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC?
- The 990 for the year ended December 31, 2024 names LAUREN DEIORIO.
- Who are the officers and directors of THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 1 received compensation from the organization, the highest $115,825 (LAUREN DEIORIO, EXECUTIVE DIRECTOR).
- How much revenue does THE COMMUNITY FOUNDATION FOR OCALA MARION COUNTY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,196,670, expenses of $3,316,214 and total assets of $10,199,650 at year end.
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