Civic Intelligence

Marielders Inc.

990 • Fiscal year 2023 • EIN 31-1181299

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 17, 2024

6923 Madisonville RoadCincinnati, OH 45227

(513) 271-5588

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$21,362

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

19th percentile

-9.0%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

4.1%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$678,721

Down $66,756 (-9.0%) from 2022

Net Assets

Down

$677,932

Down $62,399 (-8.4%) from 2022

Liabilities

Down

$789

Down $4,357 (-85%) from 2022

Revenue

Up

$157,540

Up $6,190 (+4.1%) from 2022

Expenses

Down

$232,060

Down $46,460 (-17%) from 2022

Net Income

Up

-$74,520

Up $52,650 (+41%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $803,086Liabilities 2010: $0Net Assets 2010: $803,0862010Assets 2011: $744,229Liabilities 2011: $0Net Assets 2011: $744,2292011Assets 2012: $767,268Liabilities 2012: $0Net Assets 2012: $767,2682012Assets 2013: $788,393Liabilities 2013: $0Net Assets 2013: $788,3932013Assets 2014: $785,034Liabilities 2014: $0Net Assets 2014: $785,0342014Assets 2015: $765,317Liabilities 2015: $0Net Assets 2015: $765,3172015Assets 2016: $804,097Liabilities 2016: $0Net Assets 2016: $804,0972016Assets 2017: $846,109Liabilities 2017: $0Net Assets 2017: $846,1092017Assets 2018: $803,773Liabilities 2018: $0Net Assets 2018: $803,7732018Assets 2019: $878,765Liabilities 2019: $0Net Assets 2019: $878,7652019Assets 2020: $969,480Liabilities 2020: $2,334Net Assets 2020: $967,1462020Assets 2021: $971,519Liabilities 2021: $3,275Net Assets 2021: $968,2442021Assets 2022: $745,477Liabilities 2022: $5,146Net Assets 2022: $740,3312022Assets 2023: $678,721Liabilities 2023: $789Net Assets 2023: $677,9322023Assets 2024: $645,811Liabilities 2024: $3,810Net Assets 2024: $642,0012024

Highlighted filing

2023

Assets$678,721
Liabilities$789
Net Assets$677,932

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $178,3262010Expenses 2011: $187,7312011Expenses 2012: $142,8172012Revenue 2013: $152,685Expenses 2013: $150,576Net Income 2013: $2,1092013Revenue 2014: $137,021Expenses 2014: $141,674Net Income 2014: -$4,6532014Revenue 2015: $178,860Expenses 2015: $130,710Net Income 2015: $48,1502015Revenue 2016: $177,022Expenses 2016: $156,907Net Income 2016: $20,1152016Revenue 2017: $155,109Expenses 2017: $157,599Net Income 2017: -$2,4902017Revenue 2018: $190,445Expenses 2018: $178,274Net Income 2018: $12,1712018Revenue 2019: $197,098Expenses 2019: $193,032Net Income 2019: $4,0662019Revenue 2020: $248,635Expenses 2020: $184,220Net Income 2020: $64,4152020Revenue 2021: $234,993Expenses 2021: $234,333Net Income 2021: $6602021Revenue 2022: $151,350Expenses 2022: $278,520Net Income 2022: -$127,1702022Revenue 2023: $157,540Expenses 2023: $232,060Net Income 2023: -$74,5202023Revenue 2024: $178,464Expenses 2024: $197,148Net Income 2024: -$18,6842024

Highlighted filing

2023

Revenue$157,540
Expenses$232,060
Net Income-$74,520
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 17, 2024
Return Version
2023v5.1
Gross Receipts
$157,726
Mission and Program Overview

Mission

Provide services and programs for seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$535,863$488,540▼ $47,323
Land, Buildings, and Equipment, Net$176,710$155,719▼ $20,991
Cash and Non-Interest-Bearing Accounts$24,637$32,598▲ $7,961
Accounts Receivable$8,267$1,864▼ $6,403
Total Assets$745,477$678,721▼ $66,756
Liabilities
Accounts Payable and Accrued Expenses$5,146$789▼ $4,357
Total Liabilities$5,146$789▼ $4,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$558,190$512,932▼ $45,258
Net Assets With Donor Restrictions$182,141$165,000▼ $17,141
Total Net Assets Fund Balance$740,331$677,932▼ $62,399
Total Liabilities and Net Assets / Fund Balance$745,477$678,721▼ $66,756

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$134,413$274,380$408,793
Equipment$21,306$52,742$74,048

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$535,863-▲ $30,524$75,000$488,540
2022$663,669-▼ $97,232$25,000$535,863
2021$634,648-▲ $36,071-$663,669
2020$586,130-▲ $54,618-$634,648
2019$502,183-▲ $89,825-$586,130
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erin RothfussExec DirectorFT$21,362$21,362

Board Members and Trustees

NameTitle
Suzanne BischoffPresident
Diane SaboSecretary
Ralph BlasiTreasurer
Sally CoffmanVP
Revenue and Support

Revenue Composition

Contributions and Grants
$119,045
Program Service Revenue
$20,281
Investment Income
$18,214
Other Revenue
$0
All Other Contributions
$105,830
Change in Net Assets
$-74,520

Audited Revenue Reconciliation

Revenue per Audited Statements
$157,540
Revenue Not Reported on Form 990
$12,121
Total Revenue per Audited Statements
$169,661
Total Revenue per Form 990
$157,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$117,605
Other Expenses$114,455
Total Fundraising Expense$7,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,532$19,185$3,488$87,205
Current Officers, Directors, Trustees, and Key Employees$15,808$4,700$854$21,362
Depreciation Depletion$15,533$4,618$840$20,991
Occupancy$13,286$3,950$718$17,954
Insurance$9,305$2,766$503$12,574
Office Expenses$6,711$1,995$363$9,069
Payroll Taxes$6,146$1,827$332$8,305
Fees for Services Accounting$4,570$1,359$247$6,176
Other Expenses$3,906--$3,906
Fees for Service Investment Mgmnt Fees$2,107$626$114$2,847
Fees for Services Other$1,312$390$71$1,773
Other Employee Benefits$543$161$29$733
Conferences and Meetings$322--$322
Fees for Services Legal$153$46$8$207
Total Functional Expenses$182,870$41,623$7,567$232,060

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$232,060
Total Expenses per Audited Statements$232,060
Total Expenses per Form 990$232,060
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The organizations executive director and treasurer review the 990 prior to filing

Conflict of interest policy compliance Part VI line 12C

Board of directors periodically reviews potential conflicts of interest and appropriate disclosures.

CEO executive director top management comp Part VI line 15A

The organizations board of directors reviews the budgeted compensation for the executive director and determines its reasonableness and approves the compensation amount along with the annual budget

Governing documents etc available to public Part VI line 19

Information about the organization is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Marielders Inc
EIN
31-1181299
Address
6923 Madisonville Road, Cincinnati, OH 45227

Signing Officer

Name
Erin Rothfuss
Title
Exec Director
Phone
5132715588
Signed
2024-09-17
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
150

Preparer

Firm
Dawson and Company Cpas
Address
629 OLD STATE ROUTE 74, CINCINNATI, OH 45244
Preparer
Christopher Pease
Phone
5135287732
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022399
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0147910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121190
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018214
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt063635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0147910
IRS990ScheduleA/InvestmentIncomeCYPct00.15000
IRS990ScheduleA/InvestmentIncomePYPct00.16000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85050
IRS990ScheduleA/PublicSupportPY509Pct00.84240
IRS990ScheduleA/PublicSupportTotal509Amt0841706
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0139326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0147839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0171358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0208484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0174699
IRS990ScheduleA/Total509Grp/TotalAmt0841706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0157540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0151350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0234993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0248635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0197098
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0989616
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0134413
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0274380
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0408793
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02847
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0535863
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0488540
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt030524
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt075000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0663669
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0535863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-97232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0634648
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0663669
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036071
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0586130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0634648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt054618
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05878
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0502183
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0586130
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089825
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt021306
IRS990ScheduleD/EquipmentGrp/DepreciationAmt052742
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074048
IRS990ScheduleD/ExpensesSubtotalAmt0232060
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012121
IRS990ScheduleD/RevenueNotReportedAmt012121
IRS990ScheduleD/RevenueSubtotalAmt0157540
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0155719
IRS990ScheduleD/TotalExpensesPerForm990Amt0232060
IRS990ScheduleD/TotalRevenuePerForm990Amt0157540
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0169661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0232060
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organizations executive director and treasurer review the 990 prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of directors periodically reviews potential conflicts of interest and appropriate disclosures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organizations board of directors reviews the budgeted compensation for the executive director and determines its reasonableness and approves the compensation amount along with the annual budget
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information about the organization is available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0745477
IRS990/TotalAssetsEOYAmt0678721
IRS990/TotalAssetsGrp/BOYAmt0745477
IRS990/TotalAssetsGrp/EOYAmt0678721
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0119045
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07567
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041623
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182870
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232060
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05146
IRS990/TotalLiabilitiesEOYAmt0789
IRS990/TotalLiabilitiesGrp/BOYAmt05146
IRS990/TotalLiabilitiesGrp/EOYAmt0789
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0740331
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0677932
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0182870
IRS990/TotalProgramServiceRevenueAmt020281
IRS990/TotalReportableCompFromOrgAmt021362
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038495
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157540
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0745477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0678721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.marielders.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erin Rothfuss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05132715588

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$0.04$6.42$1.78$1.97$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.01$6.78$1.58$2.32$0.75
2022Detailed filing. Detailed filing data is available for this year.$7.45$0.05$7.40$1.51$2.79$1.27
2021Detailed filing. Detailed filing data is available for this year.$9.72$0.03$9.68$2.35$2.34$0.01
2020Detailed filing. Detailed filing data is available for this year.$9.69$0.02$9.67$2.49$1.84$0.64
2019Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$1.97$1.93$0.04
2018Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$1.90$1.78$0.12
2017Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.55$1.58$0.02
2016Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$1.77$1.57$0.20
2015Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$1.79$1.31$0.48
2014Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$1.37$1.42$0.05
2013Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$1.53$1.51$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$0.00$7.67$1.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$0.00$7.44$1.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.00$8.03$1.78