THE CHATFIELD EDGE

EIN: 310840764 501(c)(3) Education

LOVELAND, OH

Total Revenue
$639,499
Total Expenses
$969,013
Total Assets
$8,012,561
Net Assets
$7,943,627
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
OH
Principal Officer
ROBERT P ELMORE
Phone
5138753344
Tax Period
2024-07-01 to 2025-06-30

THE CHATFIELD EDGE, founded in 1972, is a small nonprofit in the Education sector that reported $639K in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. Expenses of $969K exceeded revenue, resulting in a 52% operating deficit.

Mission

THE CHATFIELD EDGE EMPOWERS AND ACCOMPANIES STUDENTS AS THEY TRANSFORM THEIR LIVES THROUGH THE PURSUIT OF EDUCATION. OUR WORK IS ROOTED IN THE EDUCATIONAL LEGACY OF THE URSULINE SISTERS OF BROWN COUNTY, AND WE WELCOME PEOPLE OF ALL FAITHS OR NO FAITH BACKGROUNDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $258,771
Program Service Revenue $0
Investment Income $353,996
Other Revenue $26,732
TOTAL REVENUE $639,499

Expense Breakdown

Grants Paid $125,973
Salaries & Benefits $400,622
Fundraising Expenses $192,809
Program Expenses $394,290
Other Expenses $442,418
TOTAL EXPENSES $969,013

Year-over-Year Comparison

2024 2023 Change
Revenue $639,499 $316,939 +1.0%
Expenses $969,013 $1,393,302 -0.3%
Net Income $-329,514 $-1,076,363 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
16
Independent Members
16
Employees
4
Volunteers
35

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$153,905
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOMMIE L LEWIS JR CHAIR 1.00
Officer Director
$0 $0 $0
KEITH P SPILLER VICE CHAIR 1.00
Officer Director
$0 $0 $0
STEPHEN J POHLMAN SECRETARY-TREASURER 1.00
Officer Director
$0 $0 $0
VICTORIA PARLIN IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
MARY ELLEN BETZ TRUSTEE 1.00
Director
$0 $0 $0
C BRADLEY EAST TRUSTEE 1.00
Director
$0 $0 $0
PATRICIA HOMAN TRUSTEE 1.00
Director
$0 $0 $0
MAUREEN KILEY TRUSTEE 1.00
Director
$0 $0 $0
JUSTIN PAPPACHAN TRUSTEE 1.00
Director
$0 $0 $0
ERIKA M PETERMAN TRUSTEE 1.00
Director
$0 $0 $0
KAREN M RISTAU TRUSTEE 1.00
Director
$0 $0 $0
MARK S SCHLACHTER TRUSTEE 1.00
Director
$0 $0 $0
GERRY SCHUMACHER TRUSTEE 1.00
Director
$0 $0 $0
KITTY STRAUSS ROSENTHAL TRUSTEE 1.00
Director
$0 $0 $0
CAROL TIERNEY TRUSTEE 1.00
Director
$0 $0 $0
KATIE WITTICH TRUSTEE 1.00
Director
$0 $0 $0
ROBERT ELMORE EXECUTIVE DIRECTOR 40.00
Officer
$149,578 $4,327 $153,905
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $639,499 $969,013 $8,012,561 $-329,514
2024 $316,939 $1,393,302 $8,276,563 $-1,076,363
2023 $1,936,768 $2,640,446 $12,231,566 $-703,678
2022 $3,802,569 $4,652,851 $13,777,194 $-850,282
2021 $4,170,556 $4,544,084 $15,789,246 $-373,528
2020 $4,044,760 $4,769,918 $15,439,986 $-725,158
2019 $5,021,097 $5,380,246 $15,941,804 $-359,149
2018 $8,347,193 $5,655,156 $16,111,609 $2,692,037
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