Nonprofit · EIN 31-1471314
MARIEMONT SCHOOL FOUNDATION
Tax-exempt · CINCINNATI, OH 45227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 30, 2025 | 990 | $352,956 | $363,058 | -$10,102 | $541,437 | $0 | $541,437 |
| June 30, 2024 | 990 | $312,536 | $378,247 | -$65,711 | $589,388 | $37,849 | $551,539 |
| June 30, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ ALTER | TRUSTEE Trustee or director | – | $0 |
| BRIAN DERSHAW | TRUSTEE Trustee or director | – | $0 |
| SARAH DOWNS | TRUSTEE Trustee or director | – | $0 |
| JEN DRONSFIELD | TRUSTEE Trustee or director | – | $0 |
| KATHLEEN JUDKINS | TRUSTEE Trustee or director | – | $0 |
| KATIE MACE | TRUSTEE Trustee or director | – | $0 |
| JEAN MARIE | SECRETARY Trustee or director | – | $0 |
| JASON MONDY | TRUSTEE Trustee or director | – | $0 |
| MEGAN OKUN | TRUSTEE Trustee or director | – | $0 |
| TRACIE WICHMAN | PRESIDENT Trustee or director | – | $0 |
| ERIKA HINEBAUGH | SECRETARY Officer | – | $0 |
| JEREMY MARTIN | VICE PRESIDE Officer | – | $0 |
| ERIC SMITH | TREASURER Officer | – | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ ALTER | TRUSTEE Trustee or director | – | $0 |
| TRICIA BRICHLER | TRUSTEE Trustee or director | – | $0 |
| BRIAN DERSHAW | TRUSTEE Trustee or director | – | $0 |
| JEN DRONSFIELD | TRUSTEE Trustee or director | – | $0 |
| KATHLEEN JUDKINS | TRUSTEE Trustee or director | – | $0 |
| MEGAN OKUN | TRUSTEE Trustee or director | – | $0 |
| HENRY PURDY | TRUSTEE Trustee or director | – | $0 |
| LESLIE WILLET | TRUSTEE Trustee or director | – | $0 |
| ERIKA HINEBAUGH | SECRETARY Officer | – | $0 |
| JEREMY MARTIN | PRESIDENT Officer | – | $0 |
| ERIC SMITH | TREASURER Officer | – | $0 |
| TRACIE WICHMAN | VICE PRESIDE Officer | – | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ ALTER | TRUSTEE Trustee or director | – | $0 |
| TRICIA BRICHLER | TRUSTEE Trustee or director | – | $0 |
| BRIAN DERSHAW | TRUSTEE Trustee or director | – | $0 |
| JEN DRONSFIELD | TRUSTEE Trustee or director | – | $0 |
| KATHLEEN JUDKINS | TRUSTEE Trustee or director | – | $0 |
| MEGAN OKUN | TRUSTEE Trustee or director | – | $0 |
| HENRY PURDY | TRUSTEE Trustee or director | – | $0 |
| LESLIE WILLET | TRUSTEE Trustee or director | – | $0 |
| ERIKA HINEBAUGH | SECRETARY Officer | – | $0 |
| JEREMY MARTIN | PRESIDENT Officer | 5 | $0 |
| ERIC SMITH | TREASURER Officer | – | $0 |
| TRACIE WICHMAN | VICE 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.
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 INTIATIVESExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Check at the IRS |
| 2023 | June 30, 2024 | November 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $352,956 | $363,058 | $541,437 | XML |
| 990 | June 2024 | $312,536 | $378,247 | $589,388 | XML |
| 990 | June 2023 | $352,365 | $202,390 | $637,806 | XML |
| 990 | June 2022 | $277,951 | $633,670 | $470,673 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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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