MARIEMONT PRESERVATION FOUNDATION

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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

1981

Legal Domicile

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 TO MAINTIAN & INCREASE HOLDINGS OF HISTORICAL DOCUMENTS, PICTURES, ARCHITECTUAL PLANS & DRAWINGS, BOOKS, ARTIFACTS, AND OTHER IMPORTANT MEMORABILIA OF MARIEMONT.

Program Service Accomplishments

Program 1

Expenses: $10,595 Revenue: $20,369

THE ORGANIZATION PUBLISHES A BIENNIAL DIRECTORY OF THE RESIDENTS AND BUSINESSES LOCATED IN THE VILLAGE OF MARIEMONT, THE COFFEE TABLE BOOK SALE AND THE HISTORIC PUBLICATIONS SALE.

Program 2

Expenses: $2,150 Revenue: $544

THE ORGANIZATION HOLDS THREE MAJOR EVENTS ANNUALLY FOR THE RESIDENTS OF THE VILLAGE OF MARIEMONT AND ITS MEMBERS; (1) THE TASTE OF MARIEMONT PROVIDES AN OPPORTUNITY FOR THE RESIDENTS TO TASTE THE...

THE ORGANIZATION HOLDS THREE MAJOR EVENTS ANNUALLY FOR THE RESIDENTS OF THE VILLAGE OF MARIEMONT AND ITS MEMBERS; (1) THE TASTE OF MARIEMONT PROVIDES AN OPPORTUNITY FOR THE RESIDENTS TO TASTE THE PRODUCTS OF VILLAGE EATERIES IN AN OUTDOOR SETTING, (2) THE HOLIDAY RECEPTION, AND (3) THE ROGERS LECTURE MEMORIAL FUND.

Program 3

Expenses: $47,337

THE ORGANIZATION CONTINUES TO RESTORE AND PRESERVATION VARIOUS COMMON AREAS OF THE VILLAGE. CURRENT PROJECTS INCLUDE DALE PARK AND THE STATUARY CONTAINED WITHIN AND THE CEMETERY. THE ORGANIZATION...

THE ORGANIZATION CONTINUES TO RESTORE AND PRESERVATION VARIOUS COMMON AREAS OF THE VILLAGE. CURRENT PROJECTS INCLUDE DALE PARK AND THE STATUARY CONTAINED WITHIN AND THE CEMETERY. THE ORGANIZATION ALSO CONTINUES ITS LONG TERM PROJECT OF REPLACING TREES ON THE STREETS OF THE VILLAGE THAT HAVE BEEN LOST DUE TO AGING, STORM DAMAGE, AND/OR DISEASE.

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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%)

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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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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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