THE ALPAUGH FAMILY ECONOMIC CENTER FOR EDUCATION AND RESEARCH

EIN: 310898481 501(c)(3) Social Science

CINCINNATI, OH

Total Revenue
$2,190,589
Total Expenses
$1,886,855
Total Assets
$6,995,909
Net Assets
$6,990,424
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
OH
Principal Officer
SUSAN HEILMAYER
Phone
5135562952
Tax Period
2023-07-01 to 2024-06-30

THE ALPAUGH FAMILY ECONOMIC CENTER FOR EDUCATION AND RESEARCH, founded in 1976, is a community nonprofit in the Social Science sector that reported $2.2M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 14% surplus.

Mission

THE ECONOMICS CENTER PROVIDES STUDENTS IN GRADES K-12 WITH THE BASIC KNOWLEDGE ABOUT EARNING MONEY, SETTING BUDGETS, LIVING WITHIN MEANS AND SAVING FOR THE FUTURE. STUDENTS ARE ALSO INTRODUCED TO THE STOCK MARKET AND THE CONCEPT OF INVESTING AND LEARN HOW LOCAL, REGIONAL, NATIONAL, AND GLOBAL ISSUES INFLUENCE PERSONAL WEALTH.EACH YEAR THE CENTER REACHES:- 6,200 ELEMENTARY STUDENTS FROM 25 ELEMENTARY SCHOOLS- 4,900 HIGH SCHOOL STUDENTS FOR VARIOUS FINANCIAL EDUCATION PROGRAMS- OVER 500 TEACHERS TRAINED IMPACTING 26,000 STUDENTS

Program Service Accomplishments

Program 1
Expenses: $1,534,210 Revenue: $1,294,273

PROVIDE ECONOMIC EDUCATION COURSES TO THE COMMUNITY IN ORDER TO EDUCATE LOCAL STUDENTS ABOUT THE AMERICAN FREE-ENTERPRISE SYSTEM AND PERSUADE THEM TO REMAIN IN SCHOOL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $669,071
Program Service Revenue $1,294,273
Investment Income $219,384
Other Revenue $7,861
TOTAL REVENUE $2,190,589

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,167,515
Fundraising Expenses $140,613
Program Expenses $1,534,210
Other Expenses $719,340
TOTAL EXPENSES $1,886,855

Year-over-Year Comparison

2023 2022 Change
Revenue $2,190,589 $2,118,812 +0.0%
Expenses $1,886,855 $1,983,562 0.0%
Net Income $303,734 $135,250 +1.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
42
Independent Members
40
Employees
13
Volunteers
227

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$151,831
Total Directors
43
$151,831
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN HEILMAYER CO-EXECUTIVE DIRECTOR 40.00
Officer Director
$0 $0 $0
RICHARD EVANS CO-EXECUTIVE DIRECTOR 40.00
Officer Director
$132,788 $19,043 $151,831
DAVID MAHON EXECUTIVE DIRECTOR (UNTIL JAN. 2024) 40.00
Officer Director
$0 $0 $0
DIANE ALTMIX CHAIR 0.50
Officer Director
$0 $0 $0
BEN WILLINGHAM VICE CHAIR 0.50
Officer Director
$0 $0 $0
AL RIDDICK SECRETARY 0.50
Officer Director
$0 $0 $0
MATT BARNEY TREASURER 0.50
Officer Director
$0 $0 $0
PETER A ALPAUGH TRUSTEE 0.50
Director
$0 $0 $0
SUSAN ZAUNBRECHER TRUSTEE 0.50
Director
$0 $0 $0
CHRISTOPHER S HABEL TRUSTEE 0.50
Director
$0 $0 $0
ED HUDSON TRUSTEE 0.50
Director
$0 $0 $0
MATT IACOBUCCI TRUSTEE 0.50
Director
$0 $0 $0
WILLIAM L NEYER TRUSTEE 0.50
Director
$0 $0 $0
NATHAN BACHRACH TRUSTEE 0.50
Director
$0 $0 $0
DOUGLAS BOLTON TRUSTEE 0.50
Director
$0 $0 $0
T BRIAN BROCKHOFF TRUSTEE 0.50
Director
$0 $0 $0
JB BUSE JR TRUSTEE 0.50
Director
$0 $0 $0
ALFONSO CORNEJO TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL DAILEY TRUSTEE 0.50
Director
$0 $0 $0
JOHN J FRANK JR TRUSTEE 0.50
Director
$0 $0 $0
DANYA KARRAM TRUSTEE 0.50
Director
$0 $0 $0
NICK HOYNG TRUSTEE 0.50
Director
$0 $0 $0
JIM ORTMAN TRUSTEE 0.50
Director
$0 $0 $0
LISA KUETHE TRUSTEE 0.50
Director
$0 $0 $0
SUSAN LANG TRUSTEE 0.50
Director
$0 $0 $0
SAM LUKEN TRUSTEE 0.50
Director
$0 $0 $0
SEAN V MCGRORY TRUSTEE 0.50
Director
$0 $0 $0
JOHN MICHELMAN TRUSTEE 0.50
Director
$0 $0 $0
WAYNE MILLER TRUSTEE 0.50
Director
$0 $0 $0
LAURA MITCHELL TRUSTEE 0.50
Director
$0 $0 $0
ROBERT ROB NEU TRUSTEE 0.50
Director
$0 $0 $0
BARRY PORTER TRUSTEE 0.50
Director
$0 $0 $0
HARRY SNYDER TRUSTEE 0.50
Director
$0 $0 $0
TIM STAUTBERG TRUSTEE 0.50
Director
$0 $0 $0
CINDY TSAI TRUSTEE 0.50
Director
$0 $0 $0
MARI PHILLIPS TRUSTEE 0.50
Director
$0 $0 $0
CHARLES YOUNG JR TRUSTEE 0.50
Director
$0 $0 $0
DAVID OKUN TRUSTEE 0.50
Director
$0 $0 $0
JAMES HENDRICKS TRUSTEE 0.50
Director
$0 $0 $0
LAKISHA HIGGINS TRUSTEE 0.50
Director
$0 $0 $0
TANYA WEST WRIGHT TRUSTEE 0.50
Director
$0 $0 $0
DOUG MARSH TRUSTEE 0.50
Director
$0 $0 $0
LORI POOLE TRUSTEE 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $2,190,589 $1,886,855 $6,995,909 $303,734
2023 $2,118,812 $1,983,562 $6,396,284 $135,250
2022 $2,342,935 $1,879,904 $6,139,514 $463,031
2021 $1,801,914 $1,477,335 $5,873,622 $324,579
2020 $4,219,274 $2,093,611 $5,014,219 $2,125,663
2019 $2,148,192 $2,233,719 $2,914,830 $-85,527
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