TR UW ROSE W DRUCKER-RES TRUST

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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

1966

Legal Domicile

Phone

5135345310

Tax Period

2024-01-01 to 2024-12-31

TR UW ROSE W DRUCKER-RES TRUST, founded in 1966, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $143K in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 40% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES IN THE GOVERNING DOCUMENT

Program Service Accomplishments

Program 1

Expenses: $5,878

JEWISH HOME OF CINCINNATI

Program 2

Expenses: $5,877

BON SECOURS MERCY HEALTH FOUNDATION

Program 3

Expenses: $5,877

NATIONAL JEWISH HEALTH

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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 $143,046

Other Revenue $0

TOTAL REVENUE $143,046

Expense Breakdown

Grants Paid $65,130

Salaries & Benefits $18,762

Fundraising Expenses $0

Program Expenses $67,944

Other Expenses $2,154

TOTAL EXPENSES $86,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,046	$72,726	+1.0%
Expenses	$86,046	$86,807	0.0%
Net Income	$57,000	$-14,081	-5.0%

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
N/A	TRUSTEE	1.0		$18,763	$0	$18,763

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	$143,046	$86,046	$1,235,616	$57,000
2023	$72,726	$86,807	$1,178,515	$-14,081
2022	$40,754	$97,852	$1,192,784	$-57,098
2021	$122,958	$88,867	$1,250,040	$34,091
2020	$56,729	$87,951	$1,215,714	$-31,222
2019	$143,983	$76,122	$1,247,473	$67,861