Civic Intelligence

The Mariemont School Foundation

990 • Fiscal year 2018 • EIN 31-1471314

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 14, 2018

Organization ProfileWWW.MARIEMONTSCHOOLS.ORG/FOUNDATION
2 Warrior WayCincinnati, OH 45227

(513) 272-7500

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$471,571

Up $153,709 (+48%) from 2017

Net Assets

Up

$471,571

Up $153,709 (+48%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Down

$153,847

Down $81,361 (-35%) from 2017

Expenses

Down

$65,219

Down $252,297 (-79%) from 2017

Net Income

Up

$88,628

Up $170,936 (+208%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.0M$500K$0Assets 2010: $268,205Liabilities 2010: $0Net Assets 2010: $268,2052010Assets 2011: $327,595Liabilities 2011: $0Net Assets 2011: $327,5952011Assets 2012: $307,463Liabilities 2012: $0Net Assets 2012: $307,4632012Assets 2013: $343,648Liabilities 2013: $0Net Assets 2013: $343,6482013Assets 2015: $369,000Liabilities 2015: $0Net Assets 2015: $369,0002015Assets 2016: $400,170Liabilities 2016: $0Net Assets 2016: $400,1702016Assets 2017: $317,862Liabilities 2017: $0Net Assets 2017: $317,8622017Assets 2018: $471,571Liabilities 2018: $0Net Assets 2018: $471,5712018Assets 2019: $456,674Liabilities 2019: $0Net Assets 2019: $456,6742019Assets 2020: $605,107Liabilities 2020: $0Net Assets 2020: $605,1072020Assets 2021: $822,994Liabilities 2021: $0Net Assets 2021: $822,9942021Assets 2025: $541,437Liabilities 2025: $0Net Assets 2025: $541,4372025

Highlighted filing

2018

Assets$471,571
Liabilities$0
Net Assets$471,571
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $175,7082010Expenses 2011: $268,6712011Expenses 2012: $295,5812012Revenue 2013: $238,099Expenses 2013: $201,914Net Income 2013: $36,1852013Revenue 2015: $265,210Expenses 2015: $147,150Net Income 2015: $118,0602015Revenue 2016: $307,992Expenses 2016: $276,822Net Income 2016: $31,1702016Revenue 2017: $235,208Expenses 2017: $317,516Net Income 2017: -$82,3082017Revenue 2018: $153,847Expenses 2018: $65,219Net Income 2018: $88,6282018Revenue 2019: $245,766Expenses 2019: $260,663Net Income 2019: -$14,8972019Revenue 2020: $535,232Expenses 2020: $386,799Net Income 2020: $148,4332020Revenue 2021: $342,952Expenses 2021: $125,065Net Income 2021: $217,8872021Revenue 2025: $352,956Expenses 2025: $363,058Net Income 2025: -$10,1022025

Highlighted filing

2018

Revenue$153,847
Expenses$65,219
Net Income$88,628
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 14, 2018
Return Version
2017v2.3
Gross Receipts
$153,847
Mission and Program Overview

Mission

To fund initiatives that help the mariemont school district preserve, enhance and sustain educational excellence in their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$221,238$427,926▲ $206,688
Investments in Publicly Traded Securities$146,893--
Savings and Temporary Cash Investments$14,812$43,645▲ $28,833
Total Assets$382,943$471,571▲ $88,628
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$382,943$471,571▲ $88,628
Total Net Assets Fund Balance$382,943$471,571▲ $88,628
Total Liabilities and Net Assets / Fund Balance$382,943$471,571▲ $88,628
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Heather RogersPresident
Chandra BuswellTrustee
Dana RolanderTrustee
Dave MoretonTrustee
Faith BryanTrustee
Janine CutcherTrustee
Jeff HinebaughTrustee
Jelina HuberTrustee
Kim TepeTrustee
Lisi GeorgeTrustee
Melissa GearhartTrustee
Mike KinterTrustee
Molly SmythTrustee
Scott WestonTrustee
Ted BeachTrustee
Steve EsteppEx-officio
Lisa ShelleyPast Preside
William BlackTreasurer
Stacie HollowayVP
Revenue and Support

Revenue Composition

Contributions and Grants
$150,078
Program Service Revenue
$0
Investment Income
$3,769
Other Revenue
$0
All Other Contributions
$44,000
Change in Net Assets
$88,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,269
Total Fundraising Expense$21,348
Grants and Similar Amounts Paid$16,950
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$16,950-$16,219$33,169
Grants to Domestic Orgs$16,950--$16,950
Fees for Services Management-$4,982$4,981$9,963
Insurance-$2,269-$2,269
Office Expenses$548$686$137$1,371
Fees for Services Accounting-$750-$750
Other Expenses$599$61$11$72
Total Functional Expenses$35,047$8,824$21,348$65,219
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mariemont City SchoolsCincinnati, OH-Academic Improvement$16,950
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
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
No
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 11B

“Organizations process to review form 990: treasurer reviews return and presents to board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation, copies available upon request”

Filing and Contact Details

Filer

Filer Name
The Mariemont School Foundation
EIN
31-1471314
Phone
5132727500
Address
2 WARRIOR WAY, CINCINNATI, OH 45227

Signing Officer

Name
William Black
Title
Treasurer
Phone
5132727500
Signed
2018-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Black
Formed
1996
Legal Domicile
Oh
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
C Kevin Armstrong
Phone
5135882830
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“OTHER 0”

Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt016950
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS PROCESS TO REVIEW FORM 990: TREASURER REVIEWS RETURN AND PRESENTS TO BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION, COPIES AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08824
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035047
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132727500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARIEMONT SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0311471314
ReturnHeader/Filer/PhoneNum05132727500
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ReturnHeader/FilingSecurityInformation/IPTm008:38:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423760
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C KEVIN ARMSTRONG
ReturnHeader/ReturnTs02019-02-15T08:38:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,571
Liabilities
$0
Net assets
$471,571
Revenue
$153,847
Expenses
$65,219
Net income
$88,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$3.53$3.63$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.23$0.00$8.23$3.43$1.25$2.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$5.35$3.87$1.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.00$4.57$2.46$2.61$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.54$0.65$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$2.35$3.18$0.82
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$3.08$2.77$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$2.65$1.47$1.18
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$2.38$2.02$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.00$3.07$2.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$2.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$1.76