Civic Intelligence

Charles H Dater Foundation Inc.

EIN 31-1150951 • Cincinnati, OH

Pub. 78 Eligible
700 Walnut St Suite 301Cincinnati, OH 45202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Net Margin

6th percentile

-42%

Higher net margin than 6% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$59,500

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

17th percentile

-1.7%

Faster asset growth than 17% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-19%

Faster revenue growth than 10% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$100,990,822

Down $1,795,241 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$100,990,822

Down $1,795,241 (-1.7%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin6th percentile

Revenue

Down

$4,256,005

Down $986,242 (-19%) from 2023

Expenses

Down

$6,051,246

Down $761,516 (-11%) from 2023

Net Income

Down

-$1,795,241

Down $224,726 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2016: $46,493,547Liabilities 2016: $0Net Assets 2016: $46,493,5472016Assets 2017: $45,552,041Liabilities 2017: $0Net Assets 2017: $45,552,0412017Assets 2018: $102,276,674Liabilities 2018: $0Net Assets 2018: $102,276,6742018Assets 2019: $104,260,660Liabilities 2019: $0Net Assets 2019: $104,260,6602019Assets 2020: $98,938,685Liabilities 2020: $0Net Assets 2020: $98,938,6852020Assets 2021: $103,809,510Liabilities 2021: $0Net Assets 2021: $103,809,5102021Assets 2022: $104,336,562Liabilities 2022: $0Net Assets 2022: $104,336,5622022Assets 2023: $102,786,063Liabilities 2023: $0Net Assets 2023: $102,786,0632023Assets 2024: $100,990,822Liabilities 2024: $0Net Assets 2024: $100,990,8222024

Highlighted filing

2024

Assets$100,990,822
Liabilities$0
Net Assets$100,990,822
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2016: $5,872,065Expenses 2016: $2,480,721Net Income 2016: $3,391,3442016Revenue 2017: $1,565,838Expenses 2017: $2,507,344Net Income 2017: -$941,5062017Revenue 2018: $62,751,555Expenses 2018: $4,284,860Net Income 2018: $58,466,6952018Revenue 2019: $6,925,057Expenses 2019: $4,913,282Net Income 2019: $2,011,7752019Revenue 2020: $769,944Expenses 2020: $6,091,919Net Income 2020: -$5,321,9752020Revenue 2021: $11,174,781Expenses 2021: $6,303,956Net Income 2021: $4,870,8252021Revenue 2022: $6,915,425Expenses 2022: $6,388,373Net Income 2022: $527,0522022Revenue 2023: $5,242,247Expenses 2023: $6,812,762Net Income 2023: -$1,570,5152023Revenue 2024: $4,256,005Expenses 2024: $6,051,246Net Income 2024: -$1,795,2412024

Highlighted filing

2024

Revenue$4,256,005
Expenses$6,051,246
Net Income-$1,795,241
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,990,822
Liabilities
$0
Net assets
$100,990,822
Revenue
$4,256,005
Expenses
$6,051,246
Net income
-$1,795,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$101$0.00$101$4.26$6.05$1.80
2023Detailed filing. Detailed filing data is available for this year.$103$0.00$103$5.24$6.81$1.57
2022Detailed filing. Detailed filing data is available for this year.$104$0.00$104$6.92$6.39$0.53
2021Detailed filing. Detailed filing data is available for this year.$104$0.00$104$11.2$6.30$4.87
2020Detailed filing. Detailed filing data is available for this year.$98.9$0.00$98.9$0.77$6.09$5.32
2019Detailed filing. Detailed filing data is available for this year.$104$0.00$104$6.93$4.91$2.01
2018Detailed filing. Detailed filing data is available for this year.$102$0.00$102$62.8$4.28$58.5
2017Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$1.57$2.51$0.94
2016Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$5.87$2.48$3.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
May 20, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce A KronePresident/Secretary/DirectPT$50,000$9,500$59,500
Stanley J Frank JrTreasurer/DirectorPT$50,000$9,500$59,500
Amanda P LenhartDirector/VPPT$50,000$9,500$59,500
Roger L RuhlDirector/VPPT$50,000$9,500$59,500
Filing and Contact Details

Filer

Filer Name
Charles H Dater Foundation Inc
EIN
31-1150951
Phone
5132411234
Address
700 Walnut St Suite 301, Cincinnati, OH 45202

Signing Officer

Name
Bruce A Krone
Title
Secretary
Phone
5132411234
Signed
2025-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
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