Civic Intelligence

Mariemont Preservation Foundation

990 • Fiscal year 2020 • EIN 31-1020172

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

5.2%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-52%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,849,005

Up $90,790 (+5.2%) from 2019

Net Assets

Up

$1,848,679

Up $90,889 (+5.2%) from 2019

Liabilities

Down

$326

Down $99 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin15th percentile

Revenue

Down

$70,734

Down $75,217 (-52%) from 2019

Expenses

Up

$86,174

Up $27,020 (+46%) from 2019

Net Income

Down

-$15,440

Down $102,237 (-118%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$1,849,005
Liabilities$326
Net Assets$1,848,679
Open 2020 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

2020

Revenue$70,734
Expenses$86,174
Net Income-$15,440
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$90,439
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$1,509,931$1,613,030▲ $103,099
Land, Buildings, and Equipment, Net$166,821$166,821→ $0
Cash and Non-Interest-Bearing Accounts$80,588$68,479▼ $12,109
Total Assets$1,758,215$1,849,005▲ $90,790
Other Assets Total$875$675▼ $200
Liabilities
Other Liabilities$425$326▼ $99
Total Liabilities$425$326▼ $99
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,757,790$1,848,679▲ $90,889
Total Net Assets Fund Balance$1,757,790$1,848,679▲ $90,889
Total Liabilities and Net Assets / Fund Balance$1,758,215$1,849,005▲ $90,790

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$142,545-$142,545
Equipment$24,276-$24,276

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,509,931-▲ $123,675$4,576$1,613,030
2019$1,283,174-▲ $255,899$20,642$1,509,931
2018$1,423,215-▼ $99,874$33,167$1,283,174
2017$1,286,134-▲ $180,675$34,594$1,423,215
2016$1,271,883-▲ $34,251-$1,286,134
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Rex BevisPresident
Aileen BeattyTrustee
Anastasia NurreTrustee
Betty ClingermanTrustee
Bill BrownTrustee
Bob VanstoneTrustee
Brad LockhartTrustee
Bridgett KarlsonTrustee
Donald KeyesTrustee
Doug ManzlerTrustee
Eric MarslandTrustee
Gail McbrideTrustee
Gretchen GriffithTrustee
Janet SetchellTrustee
Joe StonerTrustee
Ken WhiteTrustee
Kim BeachTrustee
Lynn LongTrustee
Marcy LewisTrustee
Mary Ann SchwartzTrustee
Mary Beth YorkTrustee
Wes IredaleTrustee
Cindy ChalfonteSecretary
William BlackTreasurer
Paul MaceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$45,758
Program Service Revenue
$7,629
Investment Income
$17,347
Other Revenue
$0
All Other Contributions
$25,484
Change in Net Assets
$-15,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,250
Salaries, Compensation, and Employee Benefits$15,924
Grants and Similar Amounts Paid$11,000
Total Fundraising Expense$2,711
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,704$7,704-$15,408
Grants to Domestic Orgs$11,000--$11,000
Occupancy$3,746$2,997$749$7,492
Fees for Services Other$6,200--$6,200
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Fees for Services Accounting-$4,752-$4,752
All Other Expenses$3,330$766$566$4,662
Other Expenses$1,594$1,594-$3,188
Insurance$737$1,512$377$2,626
Office Expenses$509$510$1,019$2,038
Payroll Taxes$258$258-$516
Advertising$209$209-$418
Total Functional Expenses$58,161$25,302$2,711$86,174
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$171
Sales Tax Payable$155
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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 three 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
William Black
Title
Treasurer
Phone
5132721166
Signed
2021-05-10

Organization Details

Principal Officer
Rex Bevis
Formed
1981
Legal Domicile
Oh
Voting Board Members
25
Independent Board Members
25
Employees
3
Volunteers
26

Preparer

Firm
Novikoff Manheimer & Co
Address
4695 LAKE FOREST DR STE 400, CINCINNATI, OH 45242-3836
Preparer
Matthew Stockman
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/TitleTxt5SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
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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/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt02997
IRS990/OccupancyGrp/ProgramServicesAmt03746
IRS990/OccupancyGrp/TotalAmt07492
IRS990/OfficeExpensesGrp/FundraisingAmt01019
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0510
IRS990/OfficeExpensesGrp/ProgramServicesAmt0509
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0675
IRS990/OtherExpensesGrp/Desc0BOOK & MEMORABILIA COSTS
IRS990/OtherExpensesGrp/Desc1EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc2TREE REPLACEMENT PROJECT
IRS990/OtherExpensesGrp/Desc3REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01594
IRS990/OtherExpensesGrp/ProgramServicesAmt012249
IRS990/OtherExpensesGrp/ProgramServicesAmt17375
IRS990/OtherExpensesGrp/ProgramServicesAmt23250
IRS990/OtherExpensesGrp/ProgramServicesAmt31594
IRS990/OtherExpensesGrp/TotalAmt012249
IRS990/OtherExpensesGrp/TotalAmt17375
IRS990/OtherExpensesGrp/TotalAmt23250
IRS990/OtherExpensesGrp/TotalAmt33188
IRS990/OtherLiabilitiesGrp/BOYAmt0425
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07704
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07704
IRS990/OtherSalariesAndWagesGrp/TotalAmt015408
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0258
IRS990/PayrollTaxesGrp/ProgramServicesAmt0258
IRS990/PayrollTaxesGrp/TotalAmt0516
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0REX BEVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BOOK & MEMORBILIA SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07629
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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/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/CurrentTaxYearMinus3YearsAmt028885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030984
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035813
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,849,005
Liabilities
$326
Net assets
$1,848,679
Revenue
$70,734
Expenses
$86,174
Net income
-$15,440
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
2020Detailed filing. Detailed filing data is available for this year.$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