TR UW LAWRENCE ARCHER WACHS

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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

1964

Legal Domicile

Phone

5135345310

Tax Period

2024-01-01 to 2024-12-31

TR UW LAWRENCE ARCHER WACHS, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $276K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 41% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITABLE ORGANIZATION NAMED IN THE GOVERNING DOCUMENT

Program Service Accomplishments

Program 1

Expenses: $131,093

DISTRIBUTIONS TO CINCINNATI MUSUEM ASSOCIATION AS DIRECTED BY 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $275,202

Other Revenue $1,000

TOTAL REVENUE $276,202

Expense Breakdown

Grants Paid $126,055

Salaries & Benefits $33,581

Fundraising Expenses $0

Program Expenses $131,093

Other Expenses $2,612

TOTAL EXPENSES $162,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,202	$141,465	+1.0%
Expenses	$162,248	$164,434	0.0%
Net Income	$113,954	$-22,969	-6.0%

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		$33,581	$0	$33,581

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	$276,202	$162,248	$2,389,709	$113,954
2023	$141,465	$164,434	$2,275,569	$-22,969
2022	$88,207	$182,439	$2,298,904	$-94,232
2021	$233,684	$165,089	$2,393,454	$68,595