TR UW OTTO LUEDEKING

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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

1940

Legal Domicile

Phone

5135345310

Tax Period

2025-01-01 to 2025-12-31

TR UW OTTO LUEDEKING, founded in 1940, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $936K, a strong 52% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

Program Service Accomplishments

Program 1

Expenses: $372,762

DEUTSCHES ROTES KREUZ (RED CROSS)

Program 2

Expenses: $62,126

MAPLE KNOLL COMMUNITIES

Program 3

Expenses: $41,417

THE SALVATION ARMY

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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 $1,785,832

Other Revenue $0

TOTAL REVENUE $1,785,832

Expense Breakdown

Grants Paid $716,773

Salaries & Benefits $123,470

Fundraising Expenses $0

Program Expenses $735,293

Other Expenses $9,476

TOTAL EXPENSES $849,719

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,785,832	$1,615,231	+0.1%
Expenses	$849,719	$796,419	+0.1%
Net Income	$936,113	$818,812	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FIFTH THIRD BANK N A	TRUSTEE	1.0		$123,470	$0	$123,470

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	$1,785,832	$849,719	$13,334,833	$936,113
2024	$1,615,231	$796,419	$12,398,899	$818,812
2023	$588,239	$807,357	$11,573,393	$-219,118
2022	$501,982	$894,235	$11,799,796	$-392,253
2021	$1,246,255	$790,044	$12,193,885	$456,211
2020	$459,992	$777,312	$11,743,115	$-317,320