Civic Intelligence

Mariemont Preservation Foundation

990 • Fiscal year 2022 • EIN 31-1020172

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

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

18th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

62nd percentile

7.0%

Faster asset growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

381%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,203,926

Up $144,958 (+7.0%) from 2021

Net Assets

Up

$2,203,481

Up $144,798 (+7.0%) from 2021

Liabilities

Up

$445

Up $160 (+56%) from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Up

$554,157

Up $438,893 (+381%) from 2021

Expenses

Up

$148,026

Up $96,908 (+190%) from 2021

Net Income

Up

$406,131

Up $341,985 (+533%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2022

Assets$2,203,926
Liabilities$445
Net Assets$2,203,481
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$554,157
Expenses$148,026
Net Income$406,131
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Gross Receipts
$1,334,184
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.

The purpose of the foundation is to preserve the unique history of mariemont, ohio through the continued restoration, maintenance and beautification of the villages common areas. To maintian & increase holdings of historical documents, pictures, architectual plans & drawings, books, artifacts, and other important memorabilia of mariemont.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,785,576$1,168,841▼ $616,735
Land, Buildings, and Equipment, Net$166,821$750,066▲ $583,245
Cash and Non-Interest-Bearing Accounts$105,896$284,015▲ $178,119
Total Assets$2,058,968$2,203,926▲ $144,958
Other Assets Total$675$1,004▲ $329
Liabilities
Other Liabilities$285$445▲ $160
Total Liabilities$285$445▲ $160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,058,683$2,003,481▼ $55,202
Net Assets With Donor Restrictions-$200,000-
Total Net Assets Fund Balance$2,058,683$2,203,481▲ $144,798
Total Liabilities and Net Assets / Fund Balance$2,058,968$2,203,926▲ $144,958

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$646,270-$646,270
Land$98,600-$98,600
Equipment$19,083-$19,083
Other Land Buildings$-13,887$13,887-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,785,576-▼ $257,148$587,286$936,142
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Paul MacePresident
Aileen BeattyTrustee
Betty ClingermanTrustee
Bob VanstoneTrustee
Brad LockhartTrustee
Bridgett KarlsonTrustee
Charles MartinezTrustee
Donald KeyesTrustee
Doug ManzlerTrustee
Gail McbrideTrustee
Janet SetchellTrustee
Jeff TannerTrustee
Judy BushmanTrustee
Ken WhiteTrustee
Lisa WoodruffTrustee
Marcy LewisTrustee
Mary Ann SchwartzTrustee
Mary Beth YorkTrustee
Rex BevisTrustee
Ronn RossTrustee
Cindy ChalfonteSecretary
William BlackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$545,518
Program Service Revenue
$4,454
Investment Income
$4,185
Other Revenue
$0
All Other Contributions
$515,813
Change in Net Assets
$406,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,277
Salaries, Compensation, and Employee Benefits$13,799
Grants and Similar Amounts Paid$6,950
Total Fundraising Expense$2,659
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$13,149$369$369$13,887
Occupancy$10,276$3,425-$13,701
Other Salaries and Wages$9,536$3,179-$12,715
Grants to Domestic Orgs$6,950--$6,950
Fees for Services Accounting-$6,115-$6,115
Insurance$3,738$1,715$467$5,920
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
All Other Expenses$3,993$597$397$4,987
Other Expenses$2,171$724-$2,895
Office Expenses$712$713$1,426$2,851
Payroll Taxes$813$271-$1,084
Advertising$101$102-$203
Total Functional Expenses$123,157$22,210$2,659$148,026
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$227
Payroll Taxes Withheld$138
Credit Card Payable$80
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
2023-05-03

Organization Details

Principal Officer
Paul Mace
Formed
1981
Legal Domicile
Oh
Voting Board Members
22
Independent Board Members
22
Employees
4
Volunteers
31

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

“The purpose of the foundation is to preserve the unique history of mariemont, ohio through the continued restoration, maintenance and beautification of the villages common areas. To maintian & increase holdings of historical documents, pictures, architectual plans & drawings, books, artifacts, and other important memorabilia of mariemont.”

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/PrincipalOfficerNm0PAUL MACE
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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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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,203,926
Liabilities
$445
Net assets
$2,203,481
Revenue
$554,157
Expenses
$148,026
Net income
$406,131
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