TR UW OTTO LUEDEKING

EIN: 316019731 501(c)(3) Philanthropy & Grantmaking

CINCINNATI, OH

Total Revenue
$1,785,832
Total Expenses
$849,719
Total Assets
$13,334,833
Net Assets
$13,334,833
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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
OH
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.

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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 (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

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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
$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
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