TRUSTEE U ESTATE OF IDA KAYSER

EIN: 237304143 501(c)(3)

CINCINNATI, OH

Total Revenue
$1,691,951
Total Expenses
$795,638
Total Assets
$12,532,251
Net Assets
$12,532,251
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1952
Legal Domicile
OH
Phone
5135345310
Tax Period
2025-01-01 to 2025-12-31

TRUSTEE U ESTATE OF IDA KAYSER, founded in 1952, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $896K, a strong 53% operating margin.

Mission

PROVIDE ANNUAL INCOME TO THE 4 CHARITABLE BENEFICIARIES 501(c)(3) ESTABLISHED BY THE TRUST

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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 $1,691,951
Other Revenue $0
TOTAL REVENUE $1,691,951

Expense Breakdown

Grants Paid $672,380
Salaries & Benefits $117,262
Fundraising Expenses $0
Program Expenses $689,969
Other Expenses $5,996
TOTAL EXPENSES $795,638

Year-over-Year Comparison

2025 2024 Change
Revenue $1,691,951 $1,487,885 +0.1%
Expenses $795,638 $745,382 +0.1%
Net Income $896,313 $742,503 +0.2%
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
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
FIFTH THIRD BANK N A TRUSTEE 1.0
$117,262 $0 $117,262
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 $1,691,951 $795,638 $12,532,251 $896,313
2024 $1,487,885 $745,382 $11,636,310 $742,503
2023 $543,964 $759,108 $10,887,661 $-215,144
2022 $387,093 $831,558 $11,109,194 $-444,465
2021 $1,091,050 $746,869 $11,556,640 $344,181
2020 $302,226 $718,814 $11,216,703 $-416,588
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