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)

4 risk indicators measuring financial stability and operational resilience

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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

TO PROMOTE UNDERSTANDING OF BASIC ECONOMIC PRINCIPLES IN THE GREATER CINCINNATI AREA.

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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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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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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