Civic Intelligence

Mariemont Preservation Foundation

990 • Fiscal year 2016 • EIN 31-1020172

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization ProfileWWW.MARIEMONTPRESERVATION.ORG
3919 Plainville RoadCincinnati, OH 45227

(513) 272-1166

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-45%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

2.4%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,461,718

Up $34,035 (+2.4%) from 2015

Net Assets

Up

$1,461,383

Up $34,119 (+2.4%) from 2015

Liabilities

Down

$335

Down $84 (-20%) from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin8th percentile

Revenue

Down

$47,784

Down $34,443 (-42%) from 2015

Expenses

Up

$69,407

Up $326 (+0.5%) from 2015

Net Income

Down

-$21,623

Down $34,769 (-264%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2014: $1,414,388Liabilities 2014: $270Net Assets 2014: $1,414,1182014Assets 2015: $1,427,683Liabilities 2015: $419Net Assets 2015: $1,427,2642015Assets 2016: $1,461,718Liabilities 2016: $335Net Assets 2016: $1,461,3832016Assets 2017: $1,635,759Liabilities 2017: $540Net Assets 2017: $1,635,2192017Assets 2018: $1,507,133Liabilities 2018: $328Net Assets 2018: $1,506,8052018Assets 2019: $1,758,215Liabilities 2019: $425Net Assets 2019: $1,757,7902019Assets 2020: $1,849,005Liabilities 2020: $326Net Assets 2020: $1,848,6792020Assets 2021: $2,058,968Liabilities 2021: $285Net Assets 2021: $2,058,6832021Assets 2022: $2,203,926Liabilities 2022: $445Net Assets 2022: $2,203,4812022Assets 2023: $2,595,342Liabilities 2023: $559Net Assets 2023: $2,594,7832023Assets 2024: $2,460,280Liabilities 2024: $144Net Assets 2024: $2,460,1362024

Highlighted filing

2016

Assets$1,461,718
Liabilities$335
Net Assets$1,461,383
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $347,693Expenses 2014: $48,401Net Income 2014: $299,2922014Revenue 2015: $82,227Expenses 2015: $69,081Net Income 2015: $13,1462015Revenue 2016: $47,784Expenses 2016: $69,407Net Income 2016: -$21,6232016Revenue 2017: $163,505Expenses 2017: $60,477Net Income 2017: $103,0282017Revenue 2018: $85,191Expenses 2018: $63,862Net Income 2018: $21,3292018Revenue 2019: $145,951Expenses 2019: $59,154Net Income 2019: $86,7972019Revenue 2020: $70,734Expenses 2020: $86,174Net Income 2020: -$15,4402020Revenue 2021: $115,264Expenses 2021: $51,118Net Income 2021: $64,1462021Revenue 2022: $554,157Expenses 2022: $148,026Net Income 2022: $406,1312022Revenue 2023: $525,729Expenses 2023: $260,452Net Income 2023: $265,2772023Revenue 2024: $340,930Expenses 2024: $584,516Net Income 2024: -$243,5862024

Highlighted filing

2016

Revenue$47,784
Expenses$69,407
Net Income-$21,623
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$621,881
Mission and Program Overview

Mission

Preservation of the unique history of mariemont. Maintain & increase holdings of historical documents, pictures, architectural plans & drawings, books, artifacts & other important memorabilia of mariemont. Publish a biennial directory of the village residents and businesses. Publish books about the village & plan for the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,238,492$1,286,134▲ $47,642
Land, Buildings, and Equipment, Net$152,928$157,802▲ $4,874
Cash and Non-Interest-Bearing Accounts$34,213$16,111▼ $18,102
Total Assets$1,427,683$1,461,718▲ $34,035
Other Assets Total$2,050$1,671▼ $379
Liabilities
Other Liabilities$419$335▼ $84
Total Liabilities$419$335▼ $84
Net Assets / Fund Balance
Temporarily Rstr Net Assets$763,130$771,680▲ $8,550
Permanently Rstr Net Assets$508,753$514,454▲ $5,701
Unrestricted Net Assets$155,381$175,249▲ $19,868
Total Net Assets Fund Balance$1,427,264$1,461,383▲ $34,119
Total Liabilities and Net Assets / Fund Balance$1,427,683$1,461,718▲ $34,035

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$137,275-$137,275
Equipment$20,527-$20,527

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,271,883-▼ $5,749$5,000$1,286,134
2015$1,295,076$19,700▲ $19,049$18,889$1,271,883
2014$1,032,839$25,344▲ $288,076$20,319$1,295,076
2013$1,020,275$13,020▲ $48,473$13,184$1,032,839
2012$951,677$10,184▲ $71,598$38,162$1,020,275
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Joseph StonerPresident
Aileen BeattyTrustee
Beth BiggsTrustee
Beth MooneTrustee
Charlie ThomasTrustee
Cindy ChalfonteTrustee
Cindy TinkhamTrustee
Claire KupferleTrustee
Donald KeyesTrustee
Doug ManzlerTrustee
Eric MarslandTrustee
Frank RaeonTrustee
Gail McbrideTrustee
Janet SetchellTrustee
Jennifer DegerbergTrustee
Joseph SchneiderTrustee
Karen HerkampTrustee
Karen SullivanTrustee
Marcy LewisTrustee
Mark BruggemanTrustee
Mary Beth YorkTrustee
Paul MaceTrustee
Paul MulvanyTrustee
Rex BevisTrustee
Thomas AllmanTrustee
Richard AdamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,950
Program Service Revenue
$6,812
Investment Income
$11,901
Other Revenue
$121
All Other Contributions
$12,500
Change in Net Assets
$-21,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,325
Salaries, Compensation, and Employee Benefits$16,782
Grants and Similar Amounts Paid$16,300
Total Fundraising Expense$575
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,738$7,738-$15,476
Grants to Domestic Orgs$15,300--$15,300
Occupancy-$7,878-$7,878
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Fees for Services Accounting-$4,020-$4,020
Insurance-$2,197-$2,197
Other Expenses$1,633$916-$1,633
Office Expenses$444$444$575$1,463
All Other Expenses$621$821-$1,442
Payroll Taxes$653$653-$1,306
Grants to Domestic Individuals$1,000--$1,000
Advertising$38$37-$75
Total Functional Expenses$39,128$29,704$575$69,407
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
WOMEN'S ART CLUB OF CINCINNATI INCCincinnati, OH501c3Programs/bldg Rehab$9,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Withheld$172
Sales Tax Payable$163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“ORGANIZED WITH MEMBERS”

Form 990, Page 6, Part VI, Line 7A

“The members of the organization each have one vote to elect trustees at the annual meeting.”

Form 990, Page 6, Part VI, Line 11B

“Draft copies of the 990 are reviewed and approved by the organization's finance committee prior to submission of the 990 to internal revenue service.”

Form 990, Page 6, Part VI, Line 15B

“The compensation for the organizations two part time employees are reviewed annually and by the board and compared to relevant market data.”

Form 990, Page 6, Part VI, Line 19

“The financial statements and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Mariemont Preservation Foundation
EIN
31-1020172
Phone
5132721166
Address
3919 PLAINVILLE ROAD, CINCINNATI, OH 45227

Signing Officer

Name
Richard Adams
Title
Treasurer
Phone
5132721166
Signed
2017-05-01

Organization Details

Principal Officer
Joseph Stoner
Formed
1981
Legal Domicile
Oh
Voting Board Members
26
Independent Board Members
26
Employees
2
Volunteers
31

Preparer

Firm
Novikoff Manheimer & Co
Address
4695 LAKE FOREST DR STE 400, CINCINNATI, OH 45242-3836
Preparer
Lawrence Alter
Phone
5134833100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Preservation of the unique history of mariemont. Maintain & increase holdings of historical documents, pictures, architectural plans & drawings, books, artifacts & other important memorabilia of mariemont. Publish a biennial directory of the village residents and businesses. Publish books about the village & plan for the future.”

Form 990, Page 2, Part III, Line 4D

“The organization supports other tax exempt organizations, local governments, and individuals who contribute to preserving the unique and historical nature of the village of mariemont.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
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IRS990/InsuranceGrp/TotalAmt02197
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IRS990/LobbyingActivitiesInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0PRESERVATION OF THE UNIQUE HISTORY OF MARIEMONT. MAINTAIN & INCREASE HOLDINGS OF HISTORICAL DOCUMENTS, PICTURES, ARCHITECTURAL PLANS & DRAWINGS, BOOKS, ARTIFACTS & OTHER IMPORTANT MEMORABILIA OF MARIEMONT. PUBLISH A BIENNIAL DIRECTORY OF THE VILLAGE RESIDENTS AND BUSINESSES. PUBLISH BOOKS ABOUT THE VILLAGE & PLAN FOR THE FUTURE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01461383
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-23912
IRS990/NetUnrlzdGainsLossesInvstAmt055742
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07878
IRS990/OccupancyGrp/TotalAmt07878
IRS990/OfficeExpensesGrp/FundraisingAmt0575
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0444
IRS990/OfficeExpensesGrp/ProgramServicesAmt0444
IRS990/OfficeExpensesGrp/TotalAmt01463
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02050
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IRS990/OtherExpensesGrp/Desc0BOOK & MEMORABILIA COSTS
IRS990/OtherExpensesGrp/Desc1REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc3EVENT EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0916
IRS990/OtherExpensesGrp/ProgramServicesAmt09117
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IRS990/OtherExpensesGrp/ProgramServicesAmt21668
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IRS990/OtherExpensesGrp/TotalAmt11832
IRS990/OtherExpensesGrp/TotalAmt21668
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IRS990/OtherLiabilitiesGrp/BOYAmt0419
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07738
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07738
IRS990/OtherSalariesAndWagesGrp/TotalAmt015476
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0653
IRS990/PayrollTaxesGrp/ProgramServicesAmt0653
IRS990/PayrollTaxesGrp/TotalAmt01306
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0508753
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0514454
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOSEPH STONER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BOOK & MEMORBILIA SALES
IRS990/ProgramServiceRevenueGrp/Desc1MF ROGERS LECTURE MEMORIAL FD
IRS990/ProgramServiceRevenueGrp/Desc2TASTE OF MARIEMONT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2394
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12034
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION HOLDS THREE MAJOR EVENTS ANNUALLY FOR THE RESIDENTS OF THE VILLAGE OF MARIEMONT AND ITS MEMBERS; (1) THE TASTE OF MARIEMONT PROVIDES AN OPPORTUNITY FOR THE RESIDENTS TO TASTE THE PRODUCTS OF VILLAGE EATERIES IN AN OUTDOOR SETTING, (2) THE HOLIDAY RECEPTION, AND (3) THE ROGERS LECTURE MEMORIAL FUND.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02428
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION HAS CARRIED A LONG TERM PROJECT OF BUILDING A BRICK WALK ADJACENT TO THE HEADQUARTERS BUILDING WITH NAMES OF CONTRIBUTORS CUT INTO THE BRICKS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION SUPPORTS OTHER TAX EXEMPT ORGANIZATIONS, LOCAL GOVERNMENTS, AND INDIVIDUALS WHO CONTRIBUTE TO PRESERVING THE UNIQUE AND HISTORICAL NATURE OF THE VILLAGE OF MARIEMONT.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036737
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0155871

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,461,718
Liabilities
$335
Net assets
$1,461,383
Revenue
$47,784
Expenses
$69,407
Net income
-$21,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.34$0.58$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.59$0.53$0.26$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.55$0.15$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.12$0.05$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.07$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.15$0.06$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.09$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.16$0.06$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.35$0.05$0.30