CINCINNATI FOUNDATION FOR MORTUARY EDUCATION TRUST (EIN 316258237) - Form 990 Financial Analysis & Trantor Score

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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

1984

Legal Domicile

Principal Officer

JACK E LECHNER JR

Phone

5137612020

Tax Period

2023-07-01 to 2024-06-30

CINCINNATI FOUNDATION FOR MORTUARY EDUCATION TRUST, founded in 1984, is a micro nonprofit that reported $48K in total revenue in fiscal year 2023. Revenue surged 558% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 65% operating margin.

Mission

FUNDING FOR MORTUARY EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $24,151

Program Service Revenue $0

Investment Income $23,822

Other Revenue $49

TOTAL REVENUE $48,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $16,955

Other Expenses $16,955

TOTAL EXPENSES $16,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,022	$7,299	+5.6%
Expenses	$16,955	$6,891	+1.5%
Net Income	$31,067	$408	+75.1%

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

Governance

Voting Members

Independent Members

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

$374,291

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL RYAN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KENN PETERSON	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN SHAFFER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVE BITTNER	BOARD MEMBER	1.00	Director	$0	$0	$0
COLEEN ELLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM FLYNN	BOARD MEMBER	1.00	Director	$0	$0	$0
DUANE HEDRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM KING	BOARD MEMBER	1.00	Director	$0	$0	$0
POUL LEMASTERS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA NOBBE	SECRETARY	1.00	Officer Director	$0	$0	$0
JEROME WEAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK E LECHNER JR	PRESIDENT AND CEO	1.00	Officer	$0	$61,416	$268,159
JEROME WEBSTER PHD	CHIEF OPERATING OFFICER	1.00	Officer	$0	$4,729	$106,132

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	$48,022	$16,955	$862,077	$31,067
2023	$7,299	$6,891	$739,758	$408
2022	$19,329	$9,894	$668,835	$9,435
2021	$185,067	$11,982	$807,060	$173,085
2020	$20,501	$11,310	$643,412	$9,191
2019	$15,207	$8,041	$620,784	$7,166
2018	$8,302	$3,790	$590,101	$4,512

CINCINNATI FOUNDATION FOR MORTUARY EDUCATION TRUST