2025-10-13T08:33:47-05:00 2024-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2024-01-01 316049618 CINCINNATI PRESERVATION ASSOCIATION CINC 5137214506 812 DAYTON STREET CINCINNATI OH 45214 JEFFERY RUSH TREASURER 5137214506 2025-09-03 1 1 GREGORY A DEYHLE P00341594 5132412940 2024 2025-03-06 01:10:19Z JEFFERY RUSH 812 DAYTON STREET CINCINNATI OH 45214 1454335 0 X WWW.CINCINNATIPRESERVATION.ORG X 1964 OH TO EMPOWER AND EDUCATE PEOPLE TO VALUE, PRESERVE AND SAVE GREATER CINCINNATI'S HISTORIC BUILDINGS, COMMUNITIES, LANDSCAPES AND STORIES. 26 26 3 40 -105540 0 535150 538330 61319 92867 1848 103925 -83130 -104290 515187 630832 0 0 0 0 281023 299999 0 0 45001 237804 200823 518827 500822 -3640 130010 7575804 7574874 215145 132747 7360659 7442127 TO EMPOWER AND EDUCATE PEOPLE TO VALUE, PRESERVE AND SAVE GREATER CINCINNATI'S HISTORIC BUILDINGS, COMMUNITIES, LANDSCAPES AND STORIES. 0 0 341348 92867 PROTECTION OF EDUCATIONAL, HISTORIC, OR CULTURAL BUILDINGS OR SITES. 341348 1 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 24 0 1 3 1 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEFFERY RUSH 5137214506 812 DAYTON STREET CINCINNATI OH 45214 DREW GORES SECRETARY 1.00 X X 0 0 0 WILLIAM BAUMANN TRUSTEE 1.00 X 0 0 0 ASHLEIGH FINKE PRESIDENT 1.00 X X 0 0 0 KATHRYN KENDALL FISHER TRUSTEE 1.00 X 0 0 0 JOE HUBER TRUSTEE 1.00 X 0 0 0 PAUL MORAN JR TRUSTEE 1.00 X 0 0 0 MURRAY MONROE JR TRUSTEE 1.00 X 0 0 0 THEA TJEPKEMA TRUSTEE 1.00 X 0 0 0 STEVEN ROSEN TRUSTEE 1.00 X 0 0 0 WILL YOKEL TRUSTEE 1.00 X 0 0 0 MICHAEL BURSON TRUSTEE 1.00 X 0 0 0 MARK MALLORY TRUSTEE 1.00 X 0 0 0 MARK ELLIS MCKILLIP VICE PRESIDENT 1.00 X X 0 0 0 JENNIFER MARTIN TRUSTEE 1.00 X 0 0 0 SHAWN P TUBB TRUSTEE 1.00 X 0 0 0 KEVIN MCCORMICK TRUSTEE 1.00 X 0 0 0 ELIZABETH JOHNSON EXECUTIVE DIRECTOR 40.00 X X 103500 0 13183 DR ERIC JACKSON TRUSTEE 1.00 X 0 0 0 JEFFERY RUSH TREASURER 1.00 X X 0 0 0 SUSAN CASEY TRUSTEE 1.00 X 0 0 0 RICK WHEELER TRUSTEE 1.00 X 0 0 0 KRISTIN KALBLI TRUSTEE 1.00 X 0 0 0 JUDIE LIST SWEENEY TRUSTEE 1.00 X 0 0 0 MORGAN NOEL SMITH TRUSTEE 1.00 X 0 0 0 ERIC SMYTH TRUSTEE 1.00 X 0 0 0 DONNIE WARNER TRUSTEE 1.00 X 0 0 0 EMILY WOLFFE TRUSTEE 1.00 X 0 0 0 103500 0 13183 1 0 0 0 0 70346 467984 538330 PROGRAM INCOME 531310 56781 56781 OTHER INCOME 531310 36086 36086 92867 26375 26375 120936 225226 -104290 -104290 -105540 1250 675826 1 536400 61877 139426 -61876 77550 77550 630832 92867 -105540 105175 103500 67275 20700 15525 142151 92398 28430 21323 35738 23229 7148 5361 18610 12096 3722 2792 36065 36065 23491 18793 4698 2188 2188 13805 13805 31930 23812 8118 1388 1388 2447 2447 19656 19656 PROJECT EXPENSES 47744 47744 PRESERVATION PROJECTS 9288 9288 REAL ESTATE TAXES 4758 4758 MEMBERSHIP EXPENSES 3718 3718 4345 2588 1757 500822 341348 114473 45001 507822 281817 3931 70000 403 31698 5214509 1099978 4237381 4114531 1283886 1410978 664300 664300 882012 997619 7575804 7574874 65145 20329 150000 112418 215145 132747 X 7326388 7407856 34271 34271 7360659 7442127 7575804 7574874 130010 -48542 0 X 0 0 0 X 1096432 534317 359207 535150 538330 3063436 1096432 534317 359207 535150 538330 3063436 3063436 17935 29670 27855 24275 27625 127360 0 0 0 0 0 1818 106 422 448 36086 38880 3229676 503665 0.94850 0.96520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER OPERATING INCOME - 2020 AMOUNT: $ 1,818. 2021 AMOUNT: $ 106. 2022 AMOUNT: $ 422. 2023 AMOUNT: $ 448. 2024 AMOUNT: $ 36,086. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 90 197.64 71 4 1 2 1 180.00 202 1 0 1916968 1916968 3089665 955621 2134044 26875 5554 21321 181001 138803 42198 4114531 FINE ART COLLECTION 664300 C 664300 INVESTMENT IN REAL ESTATE 997619 C 997619 PART II, LINE 9: CONSERVATION EASEMENTS ARE ACCOMPANIED BY A CONTRIBUTION TO A FUND DESIGNATED TO EASEMENT MONITORING AND ENFORCMENT ACTIVITIES. THOSE CONTRIBUTIONS ARE REPORTED AS CONTRIBUTION REVENUE IN THE FINANCIAL STATEMENTS, THE COSTS ASSOCIATED WITH EASEMENT MONITORING AND ENFORCEMENT ACTIVITIES INCLUDE STAFF TIME AND TRAVEL AND LEGAL FEES, IF APPLICABLE, ARE EXPENSED TO THE EASEMENT MONITORING FUND. FORM 990, PART VI THE EXECUTIVE COMMITTEE HAS THE RIGHT TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE TRUSTEES AT THE ANNUAL MEETING VIA A MAJORITY VOTE. ALL TRUSTEES MUST BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE SOLE POWER TO ELECT TRUSTEES. OTHER GOVERNANCE DECISIONS RESIDE WITH THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO BOARD TRUSTEES AND REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 12C 1. DISCLOSURE. ANY BOARD MEMBER OR EMPLOYEE WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN ANY TRANSACTION OR DECISION OF CPA SHALL DISCLOSE ALL MATERIAL FACTS TO THE EXECUTIVE COMMITTEE (OR A COMMITTEE TO WHICH THE BOARD HAS DELEGATED ITS AUTHORITY). 2. DETERMINATION OF CONFLICT. AFTER DISCLOSURE OF SUCH A FINANCIAL INTEREST, THE BOARD (OR COMMITTEE) SHALL DETERMINE WHETHER THE FINANCIAL INTEREST IS MATERIAL AND GIVES RISE TO A CONFLICT OF INTEREST. THE INDIVIDUAL WITH THE FINANCIAL INTEREST SHALL NOT VOTE ON THE DETERMINATION, NOR BE PRESENT DURING THE PORTION OF ANY MEETING DURING WHICH SUCH DETERMINATION IS MADE. 3. CONSIDERATION OF CONFLICT. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD (OR COMMITTEE) SHALL APPROVE THE PROPOSED TRANSACTION OR DECISION, ONLY AFTER EXERCISING DUE DILIGENCE AND DETERMINING THAT THE PROPOSED TRANSACTION OR DECISION IS FAIR, REASONABLE, AND IN THE BEST INTERESTS OF CPA. IF APPROPRIATE, THE BOARD (OR COMMITTEE) SHALL CONSIDER OTHER ALTERNATIVES AND WHETHER A MORE ADVANTAGEOUS ARRANGEMENT MAY BE AVAILABLE WITH REASONABLE EFFORT. THE INDIVIDUAL WHO HAS THE CONFLICT OF INTEREST SHALL BE ALLOWED TO PRESENT THAT INDIVIDUAL'S VIEWS OF THE PROPOSED TRANSACTION OR DECISION, BUT SHALL NOT VOTE ON THE TRANSACTION OR DECISION, NOR BE PRESENT DURING THE PORTION OF ANY MEETING DURING WHICH THE PROPOSED TRANSACTION OR DECISION IS DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS. CROSLEY HOLDINGS LLC 2366 KIPLING AVE CINCINNATI OH 45239 CATERING OH 4148381 CPA