UNIVERSITY OF CINCINNATI VOLUNTARY TIAA (EIN 311072144) - 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

1983

Legal Domicile

Phone

5136613100

Tax Period

2025-01-01 to 2025-12-31

UNIVERSITY OF CINCINNATI VOLUNTARY TIAA, founded in 1983, is a small nonprofit that reported $113K in total revenue in fiscal year 2025. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $150K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PROVIDE SURVIVORSHIP BENEFITS TO ELIGIBLE EMPLOYEES OF THE UNIVERSITY OF CINCINNATI

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $112,889

Other Revenue $0

TOTAL REVENUE $112,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,329

Other Expenses $37,225

TOTAL EXPENSES $149,554

Year-over-Year Comparison

	2025	2024	Change
Revenue	$112,889	$70,084	+0.6%
Expenses	$149,554	$210,972	-0.3%
Net Income	$-36,665	$-140,888	-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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE JOST	BOARD MEMBER	N/A	Director	$0	$0	$0
JONATHAN KAMHOLTZ	BOARD MEMBER	N/A	Director	$0	$0	$0
SHARON PURTEE	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIE MENCHEN	BOARD MEMBER	N/A	Director	$0	$0	$0
TIMOTHY SALE	BOARD MEMBER	N/A	Director	$0	$0	$0
BARBARA CARTER	BOARD MEMBER	N/A	Director	$0	$0	$0
DAN GOTTLIEB	BOARD MEMBER	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$0	$0	$0

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	$112,889	$149,554	$2,873,119	$-36,665
2024	$70,084	$210,972	$2,910,348	$-140,888
2023	$80,141	$236,477	$3,051,612	$-156,336
2022	$209,542	$210,989	$3,207,867	$-1,447
2021	$262,019	$225,492	$3,203,454	$36,527
2020	$174,120	$309,414	$3,164,489	$-135,294

UNIVERSITY OF CINCINNATI VOLUNTARY TIAA