Civic Intelligence

Mariemont Preservation Foundation

990 • Fiscal year 2023 • EIN 31-1020172

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 11, 2024

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

19th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-5.1%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,595,342

Up $391,416 (+18%) from 2022

Net Assets

Up

$2,594,783

Up $391,302 (+18%) from 2022

Liabilities

Up

$559

Up $114 (+26%) from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Down

$525,729

Down $28,428 (-5.1%) from 2022

Expenses

Up

$260,452

Up $112,426 (+76%) from 2022

Net Income

Down

$265,277

Down $140,854 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$2,595,342
Liabilities$559
Net Assets$2,594,783
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$525,729
Expenses$260,452
Net Income$265,277
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 11, 2024
Return Version
2023v5.0
Gross Receipts
$607,713
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$1,168,841$1,650,944▲ $482,103
Land, Buildings, and Equipment, Net$750,066$733,024▼ $17,042
Cash and Non-Interest-Bearing Accounts$284,015$210,199▼ $73,816
Total Assets$2,203,926$2,595,342▲ $391,416
Other Assets Total$1,004$1,175▲ $171
Liabilities
Other Liabilities$445$559▲ $114
Total Liabilities$445$559▲ $114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,003,481$1,889,269▼ $114,212
Net Assets With Donor Restrictions$200,000$705,514▲ $505,514
Total Net Assets Fund Balance$2,203,481$2,594,783▲ $391,302
Total Liabilities and Net Assets / Fund Balance$2,203,926$2,595,342▲ $391,416

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$619,629$26,641$646,270
Land$98,600-$98,600
Equipment$14,795$7,872$22,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$936,142-▲ $133,533-$1,064,675
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
William BlackPresident
Aileen BeattyTrustee
Betty ClingermanTrustee
Bob VanstoneTrustee
Brad LockhartTrustee
Bridgett KarlsonTrustee
Charles MartinezTrustee
Donald KeyesTrustee
Gail McbrideTrustee
Janet SetchellTrustee
Jeff AndrewsTrustee
Jeff TannerTrustee
Ken WhiteTrustee
Lindsey KlinsmanTrustee
Lisa WoodruffTrustee
Marcia DuvalTrustee
Marcy LewisTrustee
Mary Ann SchwartzTrustee
Mary Beth YorkTrustee
Paul MaceTrustee
Rex BevisTrustee
Ronn RossTrustee
Cindy ChalfonteSecretary
Mike WhittakerTreasurer
Doug ManzlerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$473,619
Program Service Revenue
$10,607
Investment Income
$41,503
Other Revenue
$0
All Other Contributions
$427,244
Change in Net Assets
$265,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,750
Other Expenses$106,863
Salaries, Compensation, and Employee Benefits$14,839
Total Fundraising Expense$2,606
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$138,750--$138,750
Occupancy$17,938$5,980-$23,918
Depreciation Depletion$19,888$369$369$20,626
Other Salaries and Wages$10,259$3,419-$13,678
Fees for Services Accounting-$7,955-$7,955
Insurance$4,548$1,817$569$6,934
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Office Expenses$692$692$1,385$2,769
All Other Expenses$1,440$691$283$2,414
Other Expenses$2,313--$2,313
Payroll Taxes$871$290-$1,161
Advertising$71$71-$142
Total Functional Expenses$231,562$26,284$2,606$260,452
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Village of MariemontMariemont, OHGovPreservation$135,050
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$345
Payroll Taxes Withheld$155
Credit Card Payable$59
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
Mike Whittaker
Title
Treasurer
Phone
5132721166
Signed
2024-07-11

Organization Details

Principal Officer
William Black
Formed
1981
Legal Domicile
Oh
Voting Board Members
25
Independent Board Members
25
Employees
3
Volunteers
30

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/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDE
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,595,342
Liabilities
$559
Net assets
$2,594,783
Revenue
$525,729
Expenses
$260,452
Net income
$265,277
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
2023Detailed filing. Detailed filing data is available for this year.$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