WILL FAMILY TRUST

EIN: 316225163 501(c)(3) Philanthropy & Grantmaking

LEBANON, OH

Total Revenue
$204,247
Total Expenses
$190,505
Total Assets
$2,963,283
Net Assets
$2,963,283
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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
1981
Legal Domicile
OH
Phone
5139321414
Tax Period
2023-10-01 to 2024-09-30

WILL FAMILY TRUST, founded in 1981, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $204K in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $191K left a modest 7% surplus.

Mission

PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS LISTED IN THE TRUST 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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $204,247
Other Revenue $0
TOTAL REVENUE $204,247

Expense Breakdown

Grants Paid $142,969
Salaries & Benefits $19,897
Fundraising Expenses $0
Other Expenses $27,639
TOTAL EXPENSES $190,505

Year-over-Year Comparison

2023 2022 Change
Revenue $204,247 $102,160 +1.0%
Expenses $190,505 $247,871 -0.2%
Net Income $13,742 $-145,711 -1.1%
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
15
Independent Members
15
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 004.00
$19,897 $0 $19,897
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 $204,247 $190,505 $2,963,283 $13,742
2023 $102,160 $247,871 $2,949,541 $-145,711
2022 $233,264 $165,934 $3,095,252 $67,330
2021 $234,848 $85,912 $3,023,731 $148,936
2020 $154,478 $94,791 $2,874,795 $59,687
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