Civic Intelligence

Mariemont Preservation Foundation

990 • Fiscal year 2017 • EIN 31-1020172

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

242%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,635,759

Up $174,041 (+12%) from 2016

Net Assets

Up

$1,635,219

Up $173,836 (+12%) from 2016

Liabilities

Up

$540

Up $205 (+61%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Up

$163,505

Up $115,721 (+242%) from 2016

Expenses

Down

$60,477

Down $8,930 (-13%) from 2016

Net Income

Up

$103,028

Up $124,651 (+576%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$1,635,759
Liabilities$540
Net Assets$1,635,219
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$163,505
Expenses$60,477
Net Income$103,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Gross Receipts
$762,131
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$1,286,134$1,415,702▲ $129,568
Land, Buildings, and Equipment, Net$157,802$157,802→ $0
Cash and Non-Interest-Bearing Accounts$16,111$60,855▲ $44,744
Total Assets$1,461,718$1,635,759▲ $174,041
Other Assets Total$1,671$1,400▼ $271
Liabilities
Other Liabilities$335$540▲ $205
Total Liabilities$335$540▲ $205
Net Assets / Fund Balance
Temporarily Rstr Net Assets$771,680$874,673▲ $102,993
Permanently Rstr Net Assets$514,454$583,116▲ $68,662
Unrestricted Net Assets$175,249$177,430▲ $2,181
Total Net Assets Fund Balance$1,461,383$1,635,219▲ $173,836
Total Liabilities and Net Assets / Fund Balance$1,461,718$1,635,759▲ $174,041

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,286,134-▲ $180,655-$1,457,789
2016$1,271,883-▼ $5,749-$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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Joseph StonerPresident
Aileen BeattyTrustee
Beth BiggsTrustee
Beth MooneTrustee
Betty ClingermanTrustee
Charlie ThomasTrustee
Christopher BredaTrustee
Cindy ChalfonteTrustee
Claire KupferleTrustee
Donald KeyesTrustee
Doug ManzlerTrustee
Eric MarslandTrustee
Frank RaeonTrustee
Gail McbrideTrustee
Janet SetchellTrustee
Joseph SchneiderTrustee
Liz StegerTrustee
Marcy LewisTrustee
Mary Ann SchwartzTrustee
Mary Beth YorkTrustee
Paul MulvanyTrustee
Richard AdamsTrustee
Tessa FoleyTrustee
Wes IredaleTrustee
Paul MaceSecretary
Rex BevisTreasurer
Karen SullivanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$27,885
Program Service Revenue
$25,587
Investment Income
$109,863
Other Revenue
$170
All Other Contributions
$10,200
Change in Net Assets
$103,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,593
Salaries, Compensation, and Employee Benefits$20,484
Grants and Similar Amounts Paid$2,400
Total Fundraising Expense$748
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,513$9,512-$19,025
Occupancy-$6,812-$6,812
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Fees for Services Accounting-$4,020-$4,020
All Other Expenses$1,374$1,106-$2,480
Grants to Domestic Orgs$2,400--$2,400
Insurance-$2,371-$2,371
Office Expenses$684$683$748$2,115
Other Expenses$1,842$1,896-$1,842
Payroll Taxes$730$729-$1,459
Advertising$301$301-$602
Total Functional Expenses$27,299$32,430$748$60,477
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
Sales Tax Payable$310
Payroll Taxes Withheld$230
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
Rex Bevis
Title
Treasurer
Phone
5132721166
Signed
2018-05-03

Organization Details

Principal Officer
Joseph Stoner
Formed
1981
Legal Domicile
Oh
Voting Board Members
27
Independent Board Members
27
Employees
2
Volunteers
28

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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2EVENT EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt11896
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0729
IRS990/PayrollTaxesGrp/ProgramServicesAmt0730
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IRS990/PrincipalOfficerNm0JOSEPH STONER
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IRS990/ProgramServiceRevenueGrp/Desc0BOOK & MEMORBILIA SALES
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IRS990/ProgramServiceRevenueGrp/Desc2TASTE OF MARIEMONT
IRS990/ProgramServiceRevenueGrp/Desc3BRICK WALK
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01562
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/ProgSrvcAccomActy3Grp/RevenueAmt0250
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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IRS990/RevenueAmt023775
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,635,759
Liabilities
$540
Net assets
$1,635,219
Revenue
$163,505
Expenses
$60,477
Net income
$103,028
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits