The Marion Oaks Civic Association Incorporated

Nonprofit profile at a glance

EIN
591885504
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2013
Location
Ocala, FL, USA
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Reported finances

Revenue
$40,517
Expenses
$37,693
Assets
$28,089
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Florence Charbonneau (President)
  • Marcine Akeley (Vice President)

People named in this filing

  • Carmen Reyes (Director - Deed Restriction Services)
  • Peggy Jefferson (Director - Deed Restriction Services)
  • Florence Charbonneau (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To preserve revitalize and develop the Marion Oaks community through broad-based community support including public private partnership business networking and multicultural expression for the common welfare of its residents by providing leadership toward community improvements.

What it reported doing in 2025

To award the accomplishments of the students within the Marion Oaks community. The MOCA scholarship was awarded to three 3 high school seniors who will be pursuing a college degree. These recipients each received a 1,000 award. In addition the Richard Dennison Memorial Scholarship was awarded to one 1 adult returning to college or continuing their college education. This recipient also received a 1,000 award.

Operating model

Revenue model
Donor-supported. 74% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 18
  • Transparency & Controls: 82
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 17.2%; rating input score 17
  • Program expense ratio: 18.5%; rating input score 19

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 7%; rating input score 56; 56th percentile among comparable filings
  • Total-asset coverage ratio: 0.75; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 12.5%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: 26.4% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: 27.5% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 17.6% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 17.2% of revenue deployed · 18.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $7K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 17/100.
  • High — Financial Efficiency: Program expense ratio scored 19/100.
  • Review — Sustainability: Operating margin scored 56/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.