MARIEMONT PRESERVATION FOUNDATION

EIN: 311020172 501(c)(3)

CINCINNATI, OH

Total Revenue
$340,930
Total Expenses
$584,516
Total Assets
$2,460,280
Net Assets
$2,460,136
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
OH
Principal Officer
WILLIAM BLACK
Phone
5132721166
Tax Period
2024-01-01 to 2024-12-31

MARIEMONT PRESERVATION FOUNDATION, founded in 1981, is a small nonprofit that reported $341K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $585K exceeded revenue, resulting in a 71% operating deficit.

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 TO MAINTIAN & INCREASE HOLDINGS OF HISTORICAL DOCUMENTS, PICTURES, ARCHITECTUAL PLANS & DRAWINGS, BOOKS, ARTIFACTS, AND OTHER IMPORTANT MEMORABILIA OF MARIEMONT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $265,077
Program Service Revenue $20,913
Investment Income $54,940
Other Revenue $0
TOTAL REVENUE $340,930

Expense Breakdown

Grants Paid $474,002
Salaries & Benefits $21,219
Fundraising Expenses $2,417
Program Expenses $554,450
Other Expenses $89,295
TOTAL EXPENSES $584,516

Year-over-Year Comparison

2024 2023 Change
Revenue $340,930 $525,729 -0.4%
Expenses $584,516 $260,452 +1.2%
Net Income $-243,586 $265,277 -1.9%
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
24
Independent Members
24
Employees
4
Volunteers
33

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
4
$0
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF ANDREWS TRUSTEE 0.80
Director
$0 $0 $0
AILEEN BEATTY TRUSTEE 10.80
Director
$0 $0 $0
REX BEVIS TRUSTEE 0.40
Director
$0 $0 $0
WILLIAM BLACK PRESIDENT 5.30
Officer Director
$0 $0 $0
MARK CAESAR TRUSTEE 0.60
Director
$0 $0 $0
CINDY CHALFONTE SECRETARY 1.60
Officer Director
$0 $0 $0
BETTY CLINGERMAN TRUSTEE 0.60
Director
$0 $0 $0
MARCIA DUVAL TRUSTEE 0.20
Director
$0 $0 $0
NANCY EVERHARDT TRUSTEE 0.40
Director
$0 $0 $0
BRIDGETT KARLSON TRUSTEE 0.04
Director
$0 $0 $0
LINDSEY KLINSMAN TRUSTEE 0.04
Director
$0 $0 $0
CLAIRE KUPFERLE TRUSTEE 0.20
Director
$0 $0 $0
MARCY LEWIS TRUSTEE 0.20
Director
$0 $0 $0
PAUL MACE TRUSTEE 0.15
Director
$0 $0 $0
DOUG MANZLER TRUSTEE 0.10
Director
$0 $0 $0
JOHN MCLLWRAITH TRUSTEE 0.30
Director
$0 $0 $0
RONN ROSS TRUSTEE 0.30
Director
$0 $0 $0
MIKE SCHOENY TRUSTEE 0.40
Director
$0 $0 $0
MARY ANN SCHWARTZ TRUSTEE 0.10
Director
$0 $0 $0
JANET SETCHELL TRUSTEE 3.10
Director
$0 $0 $0
BOB VANSTONE TRUSTEE 0.40
Director
$0 $0 $0
KEN WHITE TRUSTEE 0.20
Director
$0 $0 $0
C MICHAEL WHITTAKER TREASURER 2.30
Officer Director
$0 $0 $0
LISA WOODRUFF TRUSTEE 3.00
Director
$0 $0 $0
MARY BETH YORK TRUSTEE 1.50
Director
$0 $0 $0
DOUG ZEMKE VICE PRESIDE 4.20
Officer 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
2024 $340,930 $584,516 $2,460,280 $-243,586
2023 $525,729 $260,452 $2,595,342 $265,277
2022 $554,157 $148,026 $2,203,926 $406,131
2021 $115,264 $51,118 $2,058,968 $64,146
2020 $70,734 $86,174 $1,849,005 $-15,440
2019 $145,951 $59,154 $1,758,215 $86,797
2018 $85,191 $63,862 $1,507,133 $21,329
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