Civic Intelligence

Mariemont Preservation Foundation

990 • Fiscal year 2021 • EIN 31-1020172

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 20, 2022

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

63%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,058,968

Up $209,963 (+11%) from 2020

Net Assets

Up

$2,058,683

Up $210,004 (+11%) from 2020

Liabilities

Down

$285

Down $41 (-13%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$115,264

Up $44,530 (+63%) from 2020

Expenses

Down

$51,118

Down $35,056 (-41%) from 2020

Net Income

Up

$64,146

Up $79,586 (+515%) from 2020

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

2021

Assets$2,058,968
Liabilities$285
Net Assets$2,058,683
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$115,264
Expenses$51,118
Net Income$64,146
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 20, 2022
Return Version
2021v4.0
Gross Receipts
$151,309
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$1,613,030$1,785,576▲ $172,546
Land, Buildings, and Equipment, Net$166,821$166,821→ $0
Cash and Non-Interest-Bearing Accounts$68,479$105,896▲ $37,417
Total Assets$1,849,005$2,058,968▲ $209,963
Other Assets Total$675$675→ $0
Liabilities
Other Liabilities$326$285▼ $41
Total Liabilities$326$285▼ $41
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,848,679$2,058,683▲ $210,004
Total Net Assets Fund Balance$1,848,679$2,058,683▲ $210,004
Total Liabilities and Net Assets / Fund Balance$1,849,005$2,058,968▲ $209,963

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,603,030-▲ $191,546-$1,785,576
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Paul MacePresident
Aileen BeattyTrustee
Anastasia NurreTrustee
Betty ClingermanTrustee
Bill BrownTrustee
Bob VanstoneTrustee
Brad LockhartTrustee
Bridgett KarlsonTrustee
Charles MartinezTrustee
Donald KeyesTrustee
Doug ManzlerTrustee
Eric MarslandTrustee
Gail McbrideTrustee
Janet SetchellTrustee
Jeff MolskiTrustee
Joe StonerTrustee
Ken WhiteTrustee
Kim BeachTrustee
Lisa WoodruffTrustee
Marcy LewisTrustee
Mary Ann SchwartzTrustee
Mary Beth YorkTrustee
Rex BevisTrustee
Tom WalshTrustee
Cindy ChalfonteSecretary
William BlackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,545
Program Service Revenue
$24,033
Investment Income
$45,686
Other Revenue
$0
All Other Contributions
$14,310
Change in Net Assets
$64,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,712
Salaries, Compensation, and Employee Benefits$15,406
Grants and Similar Amounts Paid$4,000
Total Fundraising Expense$1,191
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,631$3,544-$14,175
Occupancy$5,097$2,511-$7,608
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Fees for Services Accounting-$4,350-$4,350
Grants to Domestic Orgs$4,000--$4,000
Fees for Services Other$2,750--$2,750
Insurance$737$1,616$368$2,721
Other Expenses$731$365$365$1,461
Payroll Taxes$923$308-$1,231
Office Expenses$228$229$458$915
All Other Expenses$634$200-$834
Advertising$222$222-$444
Total Functional Expenses$30,813$19,114$1,191$51,118
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$161
Payroll Taxes Withheld$124
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
2022-06-20

Organization Details

Principal Officer
Paul Mace
Formed
1981
Legal Domicile
Oh
Voting Board Members
26
Independent Board Members
26
Employees
3
Volunteers
27

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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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,058,968
Liabilities
$285
Net assets
$2,058,683
Revenue
$115,264
Expenses
$51,118
Net income
$64,146
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
2021Detailed filing. Detailed filing data is available for this year.$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