Cincinnati Union Bethel (EIN 310536655) - Form 990 Financial Analysis & Trantor Score

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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

1830

Legal Domicile

Principal Officer

Beth Schwartz

Phone

5137686908

Tax Period

2024-01-01 to 2024-12-31

Cincinnati Union Bethel, founded in 1830, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 37% operating margin.

Mission

Empowering women to break the cycles of poverty, addiction, and human trafficking.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,445,682

Program Service Revenue $713,180

Investment Income $107,847

Other Revenue $2,407

TOTAL REVENUE $5,269,116

Expense Breakdown

Grants Paid $27,393

Salaries & Benefits $1,799,693

Fundraising Expenses $354,694

Program Expenses $2,485,190

Other Expenses $1,414,807

TOTAL EXPENSES $3,333,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,269,116	$2,515,366	+1.1%
Expenses	$3,333,093	$2,995,445	+0.1%
Net Income	$1,936,023	$-480,079	-5.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

304

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

$330,059

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Besse	Trustee - Start 07/2024	2.00	Director	$0	$0	$0
Christian Bradley	Trustee - Exit 06/2024	2.00	Director	$0	$0	$0
Susanna Chamlee	Treasurer	2.00	Officer Director	$0	$0	$0
Shay Craig	Trustee	2.00	Director	$0	$0	$0
Casey Duffey	Trustee	2.00	Director	$0	$0	$0
Diane Ebbs	Trustee	2.00	Director	$0	$0	$0
Shelly Espich	Trustee - Exit 06/2024	2.00	Director	$0	$0	$0
Renee Mahaffey Harris	Trustee	2.00	Director	$0	$0	$0
Kathleen Kennedy	Trustee	2.00	Director	$0	$0	$0
Kim Kondor	Trustee - Start 07/2024	2.00	Director	$0	$0	$0
Bennet Kowalk	Trustee	2.00	Director	$0	$0	$0
Anjuli Mahajan	Trustee - Start 07/2024	2.00	Director	$0	$0	$0
Nancy Pryor	Trustee	2.00	Director	$0	$0	$0
Shelly Sherman	Trustee	2.00	Director	$0	$0	$0
Charlotte Simons	Trustee	2.00	Director	$0	$0	$0
John Topits	Trustee	2.00	Director	$0	$0	$0
Steve Tosh	Board Chair	2.00	Officer Director	$0	$0	$0
Faith Tupman	Secretary	2.00	Officer Director	$0	$0	$0
Shirley Yoshida	Immediate Past Chair	2.00	Officer Director	$0	$0	$0
Beth Schwartz	President/CEO	40.00	Officer	$176,275	$30,777	$207,052
Bralynda Watkins	Chief Operating Officer	40.00	Officer	$92,535	$30,472	$123,007

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
2024	$5,269,116	$3,333,093	$5,381,108	$1,936,023
2023	$2,515,366	$2,995,445	$3,439,510	$-480,079
2022	$3,291,027	$2,150,436	$3,928,504	$1,140,591
2021	$2,594,990	$2,496,861	$2,825,502	$98,129
2020	$3,236,993	$2,781,138	$2,796,639	$455,855
2019	$3,443,014	$4,383,636	$2,523,806	$-940,622
2018	$6,184,273	$6,795,558	$3,956,034	$-611,285

Cincinnati Union Bethel