TR UW CORALE WORKUM DECD

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Phone

5135345310

Tax Period

2024-04-01 to 2025-03-31

TR UW CORALE WORKUM DECD, founded in 1957, is a small nonprofit that reported $301K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. Net assets of $3.0M represent 121 months of operating reserves.

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: $174,779

UNIVERSITY OF CINCINNATI FOUNDATION

Program 2

Expenses: $87,390

HEBREW UNION COLLEGE

Program 3

Expenses: $209

JEWISH HOME OF CINCINNATI, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $300,827

Other Revenue $0

TOTAL REVENUE $300,827

Expense Breakdown

Grants Paid $251,808

Salaries & Benefits $60,721

Fundraising Expenses $0

Program Expenses $262,586

Other Expenses $7,371

TOTAL EXPENSES $319,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,827	$173,565	+0.7%
Expenses	$319,900	$304,760	+0.0%
Net Income	$-19,073	$-131,195	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
N/A	TRUSTEE	1.0		$60,721	$0	$60,721

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	$300,827	$319,900	$3,029,893	$-19,073
2024	$173,565	$304,760	$3,048,755	$-131,195
2023	$193,551	$350,528	$3,179,862	$-156,977
2022	$538,981	$324,681	$3,336,882	$214,300
2021	$157,022	$295,105	$3,122,478	$-138,083
2020	$254,646	$291,178	$3,260,562	$-36,532