TR UW ROSE W DRUCKER-RES TRUST

EIN: 316093551 501(c)(3) Philanthropy & Grantmaking

CINCINNATI, OH

Total Revenue
$143,046
Total Expenses
$86,046
Total Assets
$1,235,616
Net Assets
$1,235,616
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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
OH
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

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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 $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

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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
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
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