CHARLES P TAFT MEMORIAL FUND (EIN 316025254) - 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

1930

Legal Domicile

Phone

5135795310

Tax Period

2023-07-01 to 2024-06-30

CHARLES P TAFT MEMORIAL FUND, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $14.1M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.5M, a strong 53% operating margin.

Mission

TO PROVIDE ASSISTANCE TO THE UNIVERSITY OF CINCINNATI DEPARTMENTS OF CLASSICS AND HUMANITIES

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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 $0

Program Service Revenue $0

Investment Income $14,120,336

Other Revenue $0

TOTAL REVENUE $14,120,336

Expense Breakdown

Grants Paid $5,593,152

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,564,635

Other Expenses $1,014,824

TOTAL EXPENSES $6,607,976

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,120,336	$10,939,862	+0.3%
Expenses	$6,607,976	$6,335,791	+0.0%
Net Income	$7,512,360	$4,604,071	+0.6%

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
DUDLEY S TAFT	CHAIRMAN	1.0	Officer	$0	$0	$0
ROBERT E RICH	SECRETARY-TREASURER	2.0	Officer	$0	$0	$0
ROBERT L LAWRENCE	BOARD MEMBER	1.0	Officer	$0	$0	$0
ELLIE T WALLACE	BOARD MEMBER	1.0	Officer	$0	$0	$0
GEORGE A SCHAEFER JR	BOARD MEMBER	1.0	Officer	$0	$0	$0
ANN SANTEN	BOARD MEMBER	1.0	Officer	$0	$0	$0
LLOYD A SEMPLE	BOARD MEMBER	1.0	Officer	$0	$0	$0
DUDLEY S TAFT JR	BOARD MEMBER	1.0	Officer	$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	No data	No data	No data	No data
2024	$14,120,336	$6,607,976	$204,835,425	$7,512,360
2023	$10,939,862	$6,335,791	$197,386,443	$4,604,071
2022	$13,464,389	$5,958,758	$192,672,147	$7,505,631
2021	$11,308,863	$5,358,483	$185,062,170	$5,950,380
2020	$7,741,405	$4,284,520	$179,106,747	$3,456,885

CHARLES P TAFT MEMORIAL FUND