TR UW LAWRENCE ARCHER WACHS

EIN: 316067552 501(c)(3) Philanthropy & Grantmaking

CINCINNATI, OH

Total Revenue
$276,202
Total Expenses
$162,248
Total Assets
$2,389,709
Net Assets
$2,389,709
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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
OH
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

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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 (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

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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
$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
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