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Nonprofit · EIN 31-1471314

MARIEMONT SCHOOL FOUNDATION

Tax-exempt · CINCINNATI, OH 45227

Financials

$352K$202K2022$313K$378K2023$353K$363K2024
Revenue Expenses · by fiscal year end
Financials of MARIEMONT SCHOOL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 30, 2025990$352,956$363,058-$10,102$541,437$0$541,437
June 30, 2024990$312,536$378,247-$65,711$589,388$37,849$551,539
June 30, 2023990$352,365$202,390$149,975$637,806$20,556$617,250
Financial details: 990 for the year ended July 30, 2025

Revenue

Contributions, gifts and grants
$200,741
of which government grants
$68,756
Program service revenue
$0
Investment income
$36,410
Net gain from sales of assets
$16,794
Net income from fundraising events
$115,805
Other revenue
$115,805

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$750
Program services (functional)
$266,496
Management and general (functional)
$2,532
Fundraising (functional)
$94,030

Balance sheet and other

Total assets, start of year
$589,388
Total assets, end of year
$541,437
Total liabilities, end of year
$0
Net assets, end of year
$541,437
Publicly traded securities
$196,031
Net assets without donor restrictions
$541,437
Gross receipts
$352,956
Employees
0
Year formed
1996
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 July 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LIZ ALTERTRUSTEE
Trustee or director
–$0
BRIAN DERSHAWTRUSTEE
Trustee or director
–$0
SARAH DOWNSTRUSTEE
Trustee or director
–$0
JEN DRONSFIELDTRUSTEE
Trustee or director
–$0
KATHLEEN JUDKINSTRUSTEE
Trustee or director
–$0
KATIE MACETRUSTEE
Trustee or director
–$0
JEAN MARIESECRETARY
Trustee or director
–$0
JASON MONDYTRUSTEE
Trustee or director
–$0
MEGAN OKUNTRUSTEE
Trustee or director
–$0
TRACIE WICHMANPRESIDENT
Trustee or director
–$0
ERIKA HINEBAUGHSECRETARY
Officer
–$0
JEREMY MARTINVICE PRESIDE
Officer
–$0
ERIC SMITHTREASURER
Officer
–$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
LIZ ALTERTRUSTEE
Trustee or director
–$0
TRICIA BRICHLERTRUSTEE
Trustee or director
–$0
BRIAN DERSHAWTRUSTEE
Trustee or director
–$0
JEN DRONSFIELDTRUSTEE
Trustee or director
–$0
KATHLEEN JUDKINSTRUSTEE
Trustee or director
–$0
MEGAN OKUNTRUSTEE
Trustee or director
–$0
HENRY PURDYTRUSTEE
Trustee or director
–$0
LESLIE WILLETTRUSTEE
Trustee or director
–$0
ERIKA HINEBAUGHSECRETARY
Officer
–$0
JEREMY MARTINPRESIDENT
Officer
–$0
ERIC SMITHTREASURER
Officer
–$0
TRACIE WICHMANVICE PRESIDE
Officer
–$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
LIZ ALTERTRUSTEE
Trustee or director
–$0
TRICIA BRICHLERTRUSTEE
Trustee or director
–$0
BRIAN DERSHAWTRUSTEE
Trustee or director
–$0
JEN DRONSFIELDTRUSTEE
Trustee or director
–$0
KATHLEEN JUDKINSTRUSTEE
Trustee or director
–$0
MEGAN OKUNTRUSTEE
Trustee or director
–$0
HENRY PURDYTRUSTEE
Trustee or director
–$0
LESLIE WILLETTRUSTEE
Trustee or director
–$0
ERIKA HINEBAUGHSECRETARY
Officer
–$0
JEREMY MARTINPRESIDENT
Officer
5$0
ERIC SMITHTREASURER
Officer
–$0
TRACIE WICHMANVICE PRESIDE
Officer
–$0

Address and contacts

Address (IRS master file)
2 WARRIOR WAY, CINCINNATI, OH 45227-2596
In care of
% ADMINISTRATOR
Principal officer (990 for 2024)
TRACIE WICHMAN
Signed the 990
JEREMY MARTIN, VICE PRESIDENT
Phone
(513) 272-7500
Return prepared by
SEIBEL & KATZ CPAS

Mission

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

990 for the year ended July 30, 2025

Program accomplishments

  • ADMINISTRATION AND OVERSIGHT OF THE ENDOWMENT FUNDING OF ACADEMIC AND EXTRACURRICULAR PROGRAMS FOR THE BENEFIT OF THE MARIEMONT SCHOOL DISTRICT.
    Expenses $191,867
  • OVERSIGHT AND ADMINISTRATION OF THE COLLEGE ENDOWMENT SCHOLARSHIPS AND TUITION ASSISTANCE FOR THE BENEFIT OF MARIEMONT SCHOOL DISTRICT STUDENTS AND GRADUATES.
    Expenses $14,650
  • SUPPORT OF ANCILLARY OPERATING NOT FOR PROFIT ENTITIES OF THE MARIEMONT SCHOOL DISTRICT.
    Expenses $19,832
  • ALL OTHER PROGRAM EXPENSES TO OPERATE INTIATIVES
    Expenses $40,147

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025Check at the IRS
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1471314
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
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$541,437
Income (IRS master file)
$352,956

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$352,956$363,058$541,437XML
990June 2024$312,536$378,247$589,388XML
990June 2023$352,365$202,390$637,806XML
990June 2022$277,951$633,670$470,673IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 31-1471314).

Questions about MARIEMONT SCHOOL FOUNDATION

What is the EIN of MARIEMONT SCHOOL FOUNDATION?
The employer identification number (EIN) of MARIEMONT SCHOOL FOUNDATION is 31-1471314.
Is MARIEMONT SCHOOL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to MARIEMONT SCHOOL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MARIEMONT SCHOOL 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 SCHOOL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARIEMONT SCHOOL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of MARIEMONT SCHOOL FOUNDATION?
The 990 for the year ended July 30, 2025 names TRACIE WICHMAN.
Who are the officers and directors of MARIEMONT SCHOOL FOUNDATION?
The 990 for the year ended July 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does MARIEMONT SCHOOL FOUNDATION have?
On its 990 for the year ended July 30, 2025 it reported revenue of $352,956, expenses of $363,058 and total assets of $541,437 at year end.

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