WESTERN RESERVE ASSOC NO 3 TA

EIN: 237138910 501(c)(3) Religion

BROOKLYN, OH

Total Revenue
$140,062
Total Expenses
$112,690
Total Assets
$1,983,393
Net Assets
$1,983,393
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
OH
Phone
2166897663
Tax Period
2025-01-01 to 2025-12-31

WESTERN RESERVE ASSOC NO 3 TA, founded in 1923, is a small nonprofit in the Religion sector that reported $140K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 20% operating margin.

Mission

Grants are made according to the Trust Agreement dated June 14, 1923. Keybank, as trustee, distributes to the Western Reserve Association to further the purpose of the religious work of the Ohio Conference of the United Church of Christ and to strengthen the work of the local churches. Under the Ohio Institutional Trust Funds Act of 1999, Western Reserve Association has chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. Please note the beneficiary organization has a right to remove the Trustee, authority to direct or approve investments, and the Trustee has the authority to amend the document to insure the continuation to qualify as a 509(a)3.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $140,062
Other Revenue $0
TOTAL REVENUE $140,062

Expense Breakdown

Grants Paid $102,462
Salaries & Benefits $8,772
Fundraising Expenses $0
Program Expenses $102,462
Other Expenses $1,456
TOTAL EXPENSES $112,690

Year-over-Year Comparison

2025 2024 Change
Revenue $140,062 $96,544 +0.5%
Expenses $112,690 $102,464 +0.1%
Net Income $27,372 $-5,920 -5.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee 1.0
$8,772 $0 $8,772
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 $140,062 $112,690 $1,983,393 $27,372
2024 No data No data No data No data
2023 $65,834 $104,036 $1,961,951 $-38,202
2022 $284,577 $117,808 $2,000,231 $166,769
2021 $325,218 $101,698 $1,833,467 $223,520
2020 $47,932 $98,068 $1,614,166 $-50,136
2019 $104,680 $99,404 $1,664,302 $5,276
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