AG MAY FBO TRINITY UMC IUA

EIN: 266251132 501(c)(3) Philanthropy & Grantmaking

CINCINNATI, OH

Total Revenue
$94,582
Total Expenses
$80,961
Total Assets
$844,337
Net Assets
$844,337
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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
2007
Legal Domicile
IN
Phone
5135345310
Tax Period
2023-01-01 to 2023-12-31

AG MAY FBO TRINITY UMC IUA, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $95K in total revenue in fiscal year 2023. Revenue surged 271% from the prior year, signaling strong growth momentum. Expenses of $81K left a modest 14% surplus.

Mission

Trust assets are invested to provide income to support organizations named in the governing document

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $94,582
Other Revenue $0
TOTAL REVENUE $94,582

Expense Breakdown

Grants Paid $61,900
Salaries & Benefits $17,399
Fundraising Expenses $0
Program Expenses $64,510
Other Expenses $1,662
TOTAL EXPENSES $80,961

Year-over-Year Comparison

2023 2022 Change
Revenue $94,582 $25,497 +2.7%
Expenses $80,961 $91,372 -0.1%
Net Income $13,621 $-65,875 -1.2%
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
$17,399 $0 $17,399
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 No data No data No data No data
2024 No data No data No data No data
2023 $94,582 $80,961 $844,337 $13,621
2022 $25,497 $91,372 $830,942 $-65,875
2021 $140,744 $84,769 $898,070 $55,975
2020 $81,368 $82,490 $843,352 $-1,122
2019 $57,659 $76,719 $846,031 $-19,060
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