Civic Intelligence

The Northern Cincinnai Foundation

EIN 31-1661966 • 501(c)3 • West Chester, OH

Profile

Transforming generosity into impact by encouraging, supporting, and facilitating philanthropy to create more vibrant communities in northern cincinnati.

8897 Cincinnati Dayton RoadWest Chester, OH 45069

www.northerncincinnati.foundation

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$144,200

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

92nd percentile

36%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$33,769,376

Up $8,868,999 (+36%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$33,769,376

Up $8,868,999 (+36%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Up

$10,733,417

Up $7,301,906 (+213%) from 2023

Expenses

Up

$2,986,820

Up $914,742 (+44%) from 2023

Net Income

Up

$7,746,597

Up $6,387,164 (+470%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $6,554,212Liabilities 2010: $0Net Assets 2010: $6,554,2122010Assets 2011: $7,120,505Liabilities 2011: $0Net Assets 2011: $7,120,5052011Assets 2012: $9,173,587Liabilities 2012: $0Net Assets 2012: $9,173,5872012Assets 2013: $11,237,543Liabilities 2013: $0Net Assets 2013: $11,237,5432013Assets 2014: $12,274,925Liabilities 2014: $0Net Assets 2014: $12,274,9252014Assets 2015: $13,544,905Liabilities 2015: $0Net Assets 2015: $13,544,9052015Assets 2016: $14,754,258Liabilities 2016: $0Net Assets 2016: $14,754,2582016Assets 2017: $14,544,281Liabilities 2017: $0Net Assets 2017: $14,544,2812017Assets 2018: $14,641,669Liabilities 2018: $0Net Assets 2018: $14,641,6692018Assets 2019: $17,748,016Liabilities 2019: $0Net Assets 2019: $17,748,0162019Assets 2020: $21,107,094Liabilities 2020: $0Net Assets 2020: $21,107,0942020Assets 2021: $25,114,822Liabilities 2021: $0Net Assets 2021: $25,114,8222021Assets 2022: $21,388,644Liabilities 2022: $0Net Assets 2022: $21,388,6442022Assets 2023: $24,900,377Liabilities 2023: $0Net Assets 2023: $24,900,3772023Assets 2024: $33,769,376Liabilities 2024: $0Net Assets 2024: $33,769,3762024

Highlighted filing

2024

Assets$33,769,376
Liabilities$0
Net Assets$33,769,376
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $821,5402010Expenses 2011: $774,8922011Expenses 2012: $871,7762012Revenue 2013: $2,692,827Expenses 2013: $1,125,464Net Income 2013: $1,567,3632013Revenue 2014: $3,378,760Expenses 2014: $2,125,190Net Income 2014: $1,253,5702014Revenue 2015: $4,182,209Expenses 2015: $2,546,723Net Income 2015: $1,635,4862015Revenue 2016: $3,666,880Expenses 2016: $2,914,210Net Income 2016: $752,6702016Revenue 2017: $4,109,628Expenses 2017: $5,509,447Net Income 2017: -$1,399,8192017Revenue 2018: $3,276,000Expenses 2018: $1,664,567Net Income 2018: $1,611,4332018Revenue 2019: $3,188,663Expenses 2019: $1,665,900Net Income 2019: $1,522,7632019Revenue 2020: $4,792,831Expenses 2020: $2,197,170Net Income 2020: $2,595,6612020Revenue 2021: $6,044,132Expenses 2021: $3,127,898Net Income 2021: $2,916,2342021Revenue 2022: $1,879,258Expenses 2022: $2,245,297Net Income 2022: -$366,0392022Revenue 2023: $3,431,511Expenses 2023: $2,072,078Net Income 2023: $1,359,4332023Revenue 2024: $10,733,417Expenses 2024: $2,986,820Net Income 2024: $7,746,5972024

Highlighted filing

2024

Revenue$10,733,417
Expenses$2,986,820
Net Income$7,746,597
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$33,769,376
Liabilities
$0
Net assets
$33,769,376
Revenue
$10,733,417
Expenses
$2,986,820
Net income
$7,746,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$10.7$2.99$7.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$3.43$2.07$1.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.00$21.4$1.88$2.25$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$6.04$3.13$2.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$4.79$2.20$2.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$3.19$1.67$1.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$3.28$1.66$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$4.11$5.51$1.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$3.67$2.91$0.75
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$4.18$2.55$1.64
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$3.38$2.13$1.25
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.69$1.13$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.17$0.00$9.17$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.00$6.55$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$19,197,445
Mission and Program Overview

Mission

Transforming generosity into impact by encouraging, supporting, and facilitating philanthropy to create a more vibrant community in west chester & liberty township.

Transforming generosity into impact by encouraging, supporting, and facilitating philanthropy to create more vibrant communities in northern cincinnati.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,641,812$28,966,423▲ $7,324,611
Savings and Temporary Cash Investments$3,026,389$4,577,954▲ $1,551,565
Land, Buildings, and Equipment, Net$232,176$224,999▼ $7,177
Total Assets$24,900,377$33,769,376▲ $8,868,999
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,900,377$33,769,376▲ $8,868,999
Total Net Assets Fund Balance$24,900,377$33,769,376▲ $8,868,999
Total Liabilities and Net Assets / Fund Balance$24,900,377$33,769,376▲ $8,868,999

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$166,133$20,557$186,690
Land$46,000-$46,000
Equipment$12,866$9,034$21,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$24,428,013$9,561,049▲ $2,240,573$227,908$33,263,473
2023$20,919,219$2,408,358▲ $3,129,420$260,655$24,428,013
2022$24,653,456$1,534,582▼ $3,025,011$255,713$20,919,219
2021$20,663,971$4,380,415▲ $2,730,397$223,152$24,653,456
2020$17,514,649$3,853,161▲ $1,604,400$329,346$20,663,971
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin SatzgerPresident &FT$140,000$4,200$144,200
Karen GibbsVice PresideFT$73,250-$73,250
Nancy FisterVP of FinancPT$51,000$1,529$52,529

Board Members and Trustees

NameTitle
Dan BenhaseBoard Chair
Ben HelwigBoard Member
Bill SchumackerBoard Member
Carol RussellBoard Member
Dave BrunoBoard Member
Dr Kris TitkoBoard Member
Gail Jackson-millerBoard Member
Jeanne BraunsBoard Member
Ray MurrayBoard Member
Seth PriestleBoard Member
Nick EngerBoard Vice-c
Ian MurraySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,615,246
Program Service Revenue
$265,235
Investment Income
$852,936
Other Revenue
$0
All Other Contributions
$9,615,246
Change in Net Assets
$7,746,597

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded27$4,619,961Fair Market Value (FMV)
Total Noncash Contributions27$4,619,961-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,637,536
Revenue Not Reported on Financial Statements
$95,881
Revenue Not Reported on Form 990
$1,122,402
Total Revenue per Audited Statements
$11,759,938
Total Revenue per Form 990
$10,733,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,377,138
Other Expenses$319,086
Salaries, Compensation, and Employee Benefits$290,596
Total Fundraising Expense$287,736
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,227,890--$2,227,890
Current Officers, Directors, Trustees, and Key Employees$94,494$53,996$121,489$269,979
Grants to Domestic Individuals$149,248--$149,248
Fees for Service Investment Mgmnt Fees-$95,881-$95,881
Advertising--$45,000$45,000
Payroll Taxes$7,216$4,123$9,278$20,617
Office Expenses$5,557$5,778$5,557$16,892
Fees for Services Accounting-$10,800$3,610$14,410
Occupancy$4,304$4,304$4,504$13,112
Insurance$2,672$1,527$3,433$7,632
Fees for Services Other$363$1,270$5,780$7,413
Depreciation Depletion$1,435$5,024$718$7,177
Other Expenses$11,601$11,601$3,085$3,085
Travel--$2,830$2,830
Total Functional Expenses$2,504,780$194,304$287,736$2,986,820

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,986,820
Expenses per Audited Statements$2,890,939
Total Expenses per Audited Statements$2,890,939
Expenses Not Reported on Financial Statements$95,881
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Submarine Cincinnati Memorial AssocCincinnati, OH501c3Const & Operations$1,108,103
St Susanna Catholic ChurchMason, OH501c3Const & General$121,967
Bloc MinistriesCincinnati, OH501c3Operating Support$65,000
Illinois State Univ FoundationNormal, IL501c3Financial Literacy$64,455
Boys & Girls Club of West ChesterWest Chester, OH501c3Operating Support$60,189
ST JUDE CHILDREN'S RESEARCHMemphis, TN501c3Research & Patient C$47,000
Crossroads Community ChurchCincinnati, OH501c3Operating Support$44,000
West Chester TownshipWest Chester, OHGovCommunity Events$33,410
Reach Out LakotaWest Chester, OH501c3Ignite Philanthropy$30,400
Florida State Univ FoundationTallahassee, FL501c3General Donation$30,000
Lakota Central OfficeHamilton, OHGovHopewell Jr School$29,077
Companions on a JourneyCincinnati, OH501c3Ignite Philanthropy$27,200
Brave Like Me FoundationCincinnati, OH501c3Operating Support$20,000
ETHAN'S HOMEWest Chester, OH501c3General Donation$20,000
Horizon Community ChruchCincinnati, OH501c3Operating Support$20,000
Corozal Belize MinistriesBlaine, MN501c3Operating Support$18,800
Summit Church of ChristCold Spring, KY501c3General Donation$18,000
Hope House Rescue MissionMiddletown, OH501c3Operating Support$16,200
Tikkun FarmCincinnati, OH501c3Operating Support$15,000
Caring Like Angels & HeroesWest Chester, OH501c3Operating Support$14,500
Georgia Tech FoundationAtlanta, GA501c3DEAN'S SCHOLARSHIP$12,500
Cincinnati Classical AcademyCincinnati, OH501c3New School Fund$11,000
Univ of Cincinnati FoundationCincinnati, OH501c3Transplant Center$10,392
CHILDREN'S HOME OF CINCINNATI OHIOCincinnati, OH501c3Operating Support$10,000
Church of the Saviour UmcMontgomery, OH501c3Endowment Fund$10,000
Cincinnati USA Regional Chamber FndCincinnati, OH501c3Blink Event$10,000
Concerts for Hope by Eric GenuisSimpsonville, KY501c3General Donation$10,000
Covenant Christian AcademyWest Peabody, MA501c3General Donation$10,000
Echo Ministries IncSt Paul, MN501c3Operating Support$10,000
Focus on YouthWest Chester, OH501c3Operating Support$10,000
Loma Linda University Health CareLoma Linda, CA501c3Cancer Research$10,000
Onesource Center for NonprofitCincinnati, OH501c3Operating Support$10,000
Rock of Ages Lutheran ChurchWildwood, FL501c3General Donation$10,000
Sleep in Heavenly Peace IncPocatello, ID501c3Butler Co Chapter$10,000
Women Who Code IncAtlanta, GA501c3Operating Support$10,000
Animal Adoption FoundationHamilton, OH501c3Operating Support$9,800
Paws Adoption CenterMonroe, OH501c3Operating Support$9,800
Compassion InternationalColorado Springs, CO501c3Child Support$8,082
Corryville Catholic SchoolCincinnati, OH501c3Sponsorhip/general$7,500
Matthew 25 MinistriesBlue Ash, OH501c3Operating Support$7,000
Big Brothers & Big SistersHamilton, OH501c3Operating Grant$6,850
Liberty TownshipLiberty Twp, OHGovLiberty Park Trees$6,332
ProkidsCincinnati, OH501c3Operating Support$6,000
Lakota Central OfficeHamilton, OHGovProgramming in Lakot$5,878
Cincinnati Musical Festival AssocCincinnati, OH501c3Concert Sponsor$5,250
Stepping StonesCincinnati, OH501c3Camp Allyn$5,200
St Xavier High SchoolCincinnati, OH501c3X-travaganza$5,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

“There are no committees with authority to act on behalf of the entire board.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is presented to the board of directors for review and approval prior to the form being filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The foundation requires board members to annually sign a conflict of interest statement and to report andy conflicts of interest that arise during the year. Board members with a conflict of interest arising during the year report the conflict and abstain from discussions and votes concerning the conflict of interest.”

Form 990, Page 6, Part VI, Line 15A

“The board performs an annual review for all employees which includes a salaary evaluation when setting compensation. The board reviews available industry information and surveys not-for-profit agencies similar in size and operation in southwestern ohio.”

Form 990, Page 6, Part VI, Line 19

“The foundation's governing documents are available upon request. The form 990, financial statements and foundation policies are available upon request and are also posted to the foundation's website.”

Filing and Contact Details

Filer

Filer Name
The Northern Cincinnai Foundation
EIN
31-1661966
Phone
5138745450
Address
8897 CINCINNATI DAYTON ROAD, WEST CHESTER, OH 45069

Signing Officer

Name
Erin Satzger
Title
President & CEO
Phone
5138745450
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Satzger
Formed
1999
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
12

Preparer

Firm
Scrogginsgrear Inc
Address
200 NORTHLAND BLVD, CINCINNATI, OH 45246
Preparer
Julie Kline
Phone
5137717070
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation agrees, through its fund agreemments, to fulfill the direction and purpose of the donor. However, the foundation maintains variance power and reserves the right at its discretion to modify the distribution of fund investments, if it becomes necessary. The foundation, as a result of its ability to distribute any or all of the funds, classifies all funds as unrestricted.”

Schedule D, Page 3, Part X

“The foundation is organized as an ohio nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section irc section 501(a) as described in irc section 501(c)(3). The foundation qualifies for the charitable contribution deduction under irc section 170(b)(1)(a)(vi) and (viii) and has been determined not to be a private foundation under irc section 509(a)(1) and (3). There is no uncertain tax positions for the years ended december 31, 2024 and 2023. The foundation's form 990 is subject to examination by the irs, generally for three years after it is filed.”

Raw XML AppendixShowing 400 of 973 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/FundraisingAmt045000
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IRS990/AllOtherContributionsAmt09615246
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IRS990/BooksInCareOfDetail/PhoneNum05138745450
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08897 CINCINNATI DAYTON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045069
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IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE BRUNO
IRS990/Form990PartVIISectionAGrp/PersonNm6NICK ENGER
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IRS990/Form990PartVIISectionAGrp/PersonNm10RAY MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm11SETH PRIESTLE
IRS990/Form990PartVIISectionAGrp/PersonNm12CAROL RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm13BILL SCHUMACKER
IRS990/Form990PartVIISectionAGrp/PersonNm14DR KRIS TITKO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT &
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF FINANC
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
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IRS990/MissionDesc0TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORTING, AND FACILITATING PHILANTHROPY TO CREATE MORE VIBRANT COMMUNITIES IN NORTHERN CINCINNATI.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE HERE FOR GOOD INITIATIVE IS A PROGRAM DESIGNED TO ENHANCE THE LONG-TERM FINANCIAL STABILITY OF LOCAL NON-PROFITS BY HELPING THEM ESTABLISH ENDOWMENT FUNDS. THE PROGRAM DRAWS FROM THE FOUNDATION'S OWN SUCCESS IN BUILDING A SUSTAINABLE FUNDING MODEL, SHIFTING FROM ANNUAL FUNDRAISING TO A FUTURE-FOCUSED STRATEGY. WITH THIS INITIATIVE, THE FOUNDATION PROVIDES UP TO 100,000 IN ENDOWMENT GRANT FUNDING TO SELECTED NON-PROFITS, OFFERING FIDUCIARY SERVICES, DONOR MOBILIZATION, AND STRATEGIC CAMPAIGN SUPPORT. THE HERE FOR GOOD INITIATIVE UNDERSCORES THE FOUNDATION'S COMMITMENT TO FOSTERING LASTING COMMUNITY IMPACT BY EQUIPPING NON-PROFITS WITH THE RESOURCES NEEDED TO THRIVE IN THE LONG RUN.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CASH 2,000,000 9500 SHRS MICROSTRATEGY 2,951,080
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019994195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0701854
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