TR UW ELMA M LAPP FDN CONS

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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

1982

Legal Domicile

Phone

5135345310

Tax Period

2024-10-01 to 2025-09-30

TR UW ELMA M LAPP FDN CONS, founded in 1982, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $3.7M exceeded revenue, resulting in a 21% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $2,327,385

UNIVERSITY OF CINCINNATI

Program 2

Expenses: $387,897

CINCINNATI MUSEUM ASSOCIATION

Program 3

Expenses: $387,896

CINCINNATI SYMPHONY ORCHESTRA

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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 $3,032,911

Other Revenue $0

TOTAL REVENUE $3,032,911

Expense Breakdown

Grants Paid $3,467,336

Salaries & Benefits $158,255

Fundraising Expenses $0

Program Expenses $3,491,074

Other Expenses $32,664

TOTAL EXPENSES $3,658,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,032,911	$1,815,467	+0.7%
Expenses	$3,658,255	$3,541,222	+0.0%
Net Income	$-625,344	$-1,725,755	-0.6%

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		$158,255	$0	$158,255

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	$3,032,911	$3,658,255	$44,639,143	$-625,344
2024	$1,815,467	$3,541,222	$45,271,686	$-1,725,755
2023	$2,362,806	$3,908,564	$46,998,429	$-1,545,758
2022	$2,777,654	$3,617,674	$48,551,204	$-840,020
2021	$2,719,792	$3,364,942	$49,391,442	$-645,150