THE MARIEMONT SCHOOL 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

1996

Legal Domicile

Principal Officer

JEREMY MARTIN

Phone

5132727500

Tax Period

2023-07-01 to 2024-06-30

THE MARIEMONT SCHOOL FOUNDATION, founded in 1996, is a small nonprofit in the Education sector that reported $313K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $378K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO FUND INITIATIVES THAT HELP THE MARIEMONT SCHOOL DISTRICT PRESERVE, ENHANCE AND SUSTAIN EDUCATIONAL EXCELLENCE IN THEIR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $218,895

ADMINISTRATION AND OVERSIGHT OF THE ENDOWMENT FUNDING OF ACADEMIC AND EXTRACURRICULAR PROGRAMS FOR THE BENEFIT OF THE MARIEMONT SCHOOL DISTRICT.

Program 2

Expenses: $18,709

OVERSIGHT AND ADMINISTRATION OF THE COLLEGE ENDOWMENT SCHOLARSHIPS AND TUITION ASSISTANCE FOR THE BENEFIT OF MARIEMONT SCHOOL DISTRICT STUDENTS AND GRADUATES.

Program 3

Expenses: $47,929

SUPPORT OF ANCILLARY OPERATING NOT FOR PROFIT ENTITIES OF THE MARIEMONT SCHOOL DISTRICT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $162,495

Program Service Revenue $0

Investment Income $41,716

Other Revenue $108,325

TOTAL REVENUE $312,536

Expense Breakdown

Grants Paid $278,133

Salaries & Benefits $0

Fundraising Expenses $86,095

Program Expenses $285,533

Other Expenses $100,114

TOTAL EXPENSES $378,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$312,536	$352,365	-0.1%
Expenses	$378,247	$202,390	+0.9%
Net Income	$-65,711	$149,975	-1.4%

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

N/A

Volunteers

N/A

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
LIZ ALTER	TRUSTEE	N/A	Director	$0	$0	$0
TRICIA BRICHLER	TRUSTEE	N/A	Director	$0	$0	$0
BRIAN DERSHAW	TRUSTEE	N/A	Director	$0	$0	$0
JEN DRONSFIELD	TRUSTEE	N/A	Director	$0	$0	$0
KATHLEEN JUDKINS	TRUSTEE	N/A	Director	$0	$0	$0
MEGAN OKUN	TRUSTEE	N/A	Director	$0	$0	$0
HENRY PURDY	TRUSTEE	N/A	Director	$0	$0	$0
LESLIE WILLET	TRUSTEE	N/A	Director	$0	$0	$0
ERIKA HINEBAUGH	SECRETARY	N/A	Officer	$0	$0	$0
JEREMY MARTIN	PRESIDENT	N/A	Officer	$0	$0	$0
ERIC SMITH	TREASURER	N/A	Officer	$0	$0	$0
TRACIE WICHMAN	VICE PRESIDE	N/A	Officer	$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	$312,536	$378,247	$589,388	$-65,711
2023	$352,365	$202,390	$637,806	$149,975
2022	$277,951	$633,670	$470,673	$-355,719
2021	$342,952	$125,065	$822,994	$217,887
2020	$535,232	$386,799	$605,107	$148,433
2019	$245,766	$260,663	$456,674	$-14,897
2018	$153,847	$65,219	$471,571	$88,628