CINCINNATI EDUCATION AND RESEARCH FOR VETERANS FOUNDATION (EIN 311347969) - 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

1991

Legal Domicile

Principal Officer

MARY JACKSON

Phone

5134756403

Tax Period

2023-10-01 to 2024-09-30

CINCINNATI EDUCATION AND RESEARCH FOR VETERANS FOUNDATION, founded in 1991, is a community nonprofit in the Medical Research sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.7M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO IMPROVE THE HEALTH OF VETERANS AND SOCIETY BY ADVANCING THE RESEARCH AND EDUCATION MISSION OF THE CINCINNATI VA MEDICAL CENTER

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,463,837

Program Service Revenue $0

Investment Income $41,512

Other Revenue $0

TOTAL REVENUE $1,505,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,468,777

Fundraising Expenses $0

Program Expenses $1,187,627

Other Expenses $237,004

TOTAL EXPENSES $1,705,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,505,349	$1,501,158	+0.0%
Expenses	$1,705,781	$1,642,147	+0.0%
Net Income	$-200,432	$-140,989	+0.4%

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

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

$150,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT BURGESS	TREASURER	2.00	Officer Director	$0	$0	$0
CHARUHAS THAKAR MD	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHLEEN M CHARD PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL LINKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHERYL BORLAND ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
JANE STRASSER PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBIN HEMPHILL MD	BOARD MEMBER	2.00	Director	$0	$0	$0
JANE JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
AL GIWA LLB MD MBA MBE	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY JACKSON	CEO	40.00	Officer	$139,404	$10,598	$150,002

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	$1,505,349	$1,705,781	$1,115,222	$-200,432
2023	$1,501,158	$1,642,147	$1,826,450	$-140,989
2022	$1,534,256	$1,678,410	$2,556,475	$-144,154
2021	$2,055,151	$2,043,125	$3,616,100	$12,026
2020	$2,034,887	$2,179,071	$4,753,719	$-144,184
2019	$1,865,764	$2,196,784	$4,374,674	$-331,020
2018	$1,884,207	$1,514,901	$4,771,967	$369,306

CINCINNATI EDUCATION AND RESEARCH FOR VETERANS FOUNDATION