NELLIE AGNEW BECHTEL TRUST

EIN: 316032128 501(c)(3)

Cincinnati, OH

Total Revenue
$393,067
Total Expenses
$619,270
Total Assets
$10,624,377
Net Assets
$10,624,377
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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
1974
Legal Domicile
OH
Phone
5132876900
Tax Period
2025-01-01 to 2025-12-31

NELLIE AGNEW BECHTEL TRUST, founded in 1974, is a small nonprofit that reported $393K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Expenses of $619K exceeded revenue, resulting in a 58% operating deficit.

Mission

Invest trust funds and distribute income to two designated 501(c)(3) charitable organizations.

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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 $393,067
Other Revenue $0
TOTAL REVENUE $393,067

Expense Breakdown

Grants Paid $454,476
Salaries & Benefits $88,864
Fundraising Expenses $0
Program Expenses $454,476
Other Expenses $75,930
TOTAL EXPENSES $619,270

Year-over-Year Comparison

2025 2024 Change
Revenue $393,067 $437,517 -0.1%
Expenses $619,270 $635,668 0.0%
Net Income $-226,203 $-198,151 +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
1
$88,864
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steven F Gay Trustee 4.00
Director
$88,864 $0 $88,864
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 $393,067 $619,270 $10,624,377 $-226,203
2024 $437,517 $635,668 $9,980,618 $-198,151
2023 $735,720 $662,489 $8,889,512 $73,231
2022 $487,916 $599,101 $9,100,666 $-111,185
2021 $461,191 $606,108 $10,205,864 $-144,917
2020 $391,457 $601,364 $8,794,571 $-209,907
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