Nonprofit · EIN 31-1020172
MARIEMONT PRESERVATION FOUNDATION
Tax-exempt · CINCINNATI, OH 45227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $340,930 | $584,516 | -$243,586 | $2,460,280 | $144 | $2,460,136 |
| December 31, 2023 | 990 | $525,729 | $260,452 | $265,277 | $2,595,342 | $559 | $2,594,783 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $265,077
- Membership dues
- $21,845
- Program service revenue
- $20,913
- Investment income
- $54,940
- Net gain from sales of assets
- $163
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $474,002
- Other salaries and wages
- $19,530
- Salaries, compensation and benefits (total)
- $21,219
- Professional fundraising fees
- $0
- Accounting fees
- $7,529
- Occupancy
- $25,092
- Depreciation
- $21,104
- Program services (functional)
- $554,450
- Management and general (functional)
- $27,649
- Fundraising (functional)
- $2,417
Balance sheet and other
- Total assets, start of year
- $2,595,342
- Total assets, end of year
- $2,460,280
- Total liabilities, end of year
- $144
- Net assets, end of year
- $2,460,136
- Land, buildings and equipment
- $711,920
- Publicly traded securities
- $1,608,684
- Net assets without donor restrictions
- $1,978,545
- Net assets with donor restrictions
- $481,591
- Gross receipts
- $423,265
- Employees
- 4
- Volunteers
- 33
- Year formed
- 1981
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF ANDREWS | TRUSTEE Trustee or director | 0.8 | $0 |
| AILEEN BEATTY | TRUSTEE Trustee or director | 10.8 | $0 |
| REX BEVIS | TRUSTEE Trustee or director | 0.4 | $0 |
| WILLIAM BLACK | PRESIDENT Trustee or director, Officer | 5.3 | $0 |
| MARK CAESAR | TRUSTEE Trustee or director | 0.6 | $0 |
| CINDY CHALFONTE | SECRETARY Trustee or director, Officer | 1.6 | $0 |
| BETTY CLINGERMAN | TRUSTEE Trustee or director | 0.6 | $0 |
| MARCIA DUVAL | TRUSTEE Trustee or director | 0.2 | $0 |
| NANCY EVERHARDT | TRUSTEE Trustee or director | 0.4 | $0 |
| BRIDGETT KARLSON | TRUSTEE Trustee or director | 0.04 | $0 |
| LINDSEY KLINSMAN | TRUSTEE Trustee or director | 0.04 | $0 |
| CLAIRE KUPFERLE | TRUSTEE Trustee or director | 0.2 | $0 |
| MARCY LEWIS | TRUSTEE Trustee or director | 0.2 | $0 |
| PAUL MACE | TRUSTEE Trustee or director | 0.15 | $0 |
| DOUG MANZLER | TRUSTEE Trustee or director | 0.1 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MCLLWRAITH | TRUSTEE Trustee or director | 0.3 | $0 |
| RONN ROSS | TRUSTEE Trustee or director | 0.3 | $0 |
| MIKE SCHOENY | TRUSTEE Trustee or director | 0.4 | $0 |
| MARY ANN SCHWARTZ | TRUSTEE Trustee or director | 0.1 | $0 |
| JANET SETCHELL | TRUSTEE Trustee or director | 3.1 | $0 |
| BOB VANSTONE | TRUSTEE Trustee or director | 0.4 | $0 |
| KEN WHITE | TRUSTEE Trustee or director | 0.2 | $0 |
| C MICHAEL WHITTAKER | TREASURER Trustee or director, Officer | 2.3 | $0 |
| LISA WOODRUFF | TRUSTEE Trustee or director | 3 | $0 |
| MARY BETH YORK | TRUSTEE Trustee or director | 1.5 | $0 |
| DOUG ZEMKE | VICE PRESIDE Trustee or director, Officer | 4.2 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF ANDREWS | TRUSTEE Trustee or director | 0.1 | $0 |
| AILEEN BEATTY | TRUSTEE Trustee or director | 0.4 | $0 |
| REX BEVIS | TRUSTEE Trustee or director, Officer | 1 | $0 |
| WILLIAM BLACK | PRESIDENT Trustee or director, Officer | 1.9 | $0 |
| CINDY CHALFONTE | SECRETARY Trustee or director, Officer | 1.3 | $0 |
| BETTY CLINGERMAN | TRUSTEE Trustee or director | 0.6 | $0 |
| MARCIA DUVAL | TRUSTEE Trustee or director | 2 | $0 |
| BRIDGETT KARLSON | TRUSTEE Trustee or director | 0.4 | $0 |
| DONALD KEYES | TRUSTEE Trustee or director | 0.3 | $0 |
| LINDSEY KLINSMAN | TRUSTEE Trustee or director | 0.1 | $0 |
| MARCY LEWIS | TRUSTEE Trustee or director | 0.1 | $0 |
| BRAD LOCKHART | TRUSTEE Trustee or director | 0.1 | $0 |
| PAUL MACE | TRUSTEE Trustee or director, Officer | 1.6 | $0 |
| DOUG MANZLER | VICE PRESIDE Trustee or director, Officer | 0.3 | $0 |
| CHARLES MARTINEZ | TRUSTEE Trustee or director | 0.1 | $0 |
| GAIL MCBRIDE | TRUSTEE Trustee or director | 3.1 | $0 |
| RONN ROSS | TRUSTEE Trustee or director | 0.4 | $0 |
| MARY ANN SCHWARTZ | TRUSTEE Trustee or director | 0.2 | $0 |
| JANET SETCHELL | TRUSTEE Trustee or director | 3.5 | $0 |
| JEFF TANNER | TRUSTEE Trustee or director | 0.1 | $0 |
| BOB VANSTONE | TRUSTEE Trustee or director | 0.3 | $0 |
| KEN WHITE | TRUSTEE Trustee or director | 0.6 | $0 |
| MIKE WHITTAKER | TREASURER Trustee or director | 1 | $0 |
| LISA WOODRUFF | TRUSTEE Trustee or director | 1.4 | $0 |
| MARY BETH YORK | TRUSTEE Trustee or director | 0.7 | $0 |
Address and contacts
- Address (IRS master file)
- 3919 PLAINVILLE RD, CINCINNATI, OH 45227-3201
- Principal officer (990 for 2024)
- WILLIAM BLACK
- Signed the 990
- C MICHAEL WHITTAKER, TREASURER
- Phone
- (513) 272-1166
- Return prepared by
- NOVIKOFF MANHEIMER & CO
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 accomplishments
- 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.Expenses $10,595 · revenue $20,369
- 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.Expenses $2,150 · revenue $544
- 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.Expenses $47,337
- THE ORGANIZATION SUPPORTS OTHER TAX EXEMPT ORGANIZATIONS, LOCAL GOVERNMENTS, AND INDIVIDUALS WHO CONTRIBUTE TO PRESERVING THE UNIQUE AND HISTORICAL NATURE OF THE VILLAGE OF MARIEMONT.Expenses $494,368 · grants $474,002
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1020172
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,460,280
- Income (IRS master file)
- $423,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $340,930 | $584,516 | $2,460,280 | XML |
| 990 | December 2023 | $525,729 | $260,452 | $2,595,342 | XML |
| 990 | December 2022 | $554,157 | $148,026 | $2,203,926 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1020172).
Questions about MARIEMONT PRESERVATION FOUNDATION
- What is the EIN of MARIEMONT PRESERVATION FOUNDATION?
- The employer identification number (EIN) of MARIEMONT PRESERVATION FOUNDATION is 31-1020172.
- Is MARIEMONT PRESERVATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to MARIEMONT PRESERVATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARIEMONT PRESERVATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARIEMONT PRESERVATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARIEMONT PRESERVATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MARIEMONT PRESERVATION FOUNDATION?
- The 990 for the year ended December 31, 2024 names WILLIAM BLACK.
- Who are the officers and directors of MARIEMONT PRESERVATION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does MARIEMONT PRESERVATION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $340,930, expenses of $584,516 and total assets of $2,460,280 at year end.
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