NIEHAUS CHARLES FBO AM LUNG TA (EIN 316527927) - 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

1988

Legal Domicile

Phone

9372855386

Tax Period

2023-07-01 to 2024-06-30

NIEHAUS CHARLES FBO AM LUNG TA, founded in 1988, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $80K in total revenue in fiscal year 2023. Revenue surged 488% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 68% operating margin.

Mission

Grants are made to the American Lung Association of Ohio to provide programs and services according to the restated trust agreement dated March 18, 1995. Under the Internal Revenue Code of 1986, the trust is being administered to. Keybank maintains a responsiveness to the needs and activities of the organization to the attainment of its mission.

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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 $0

Program Service Revenue $0

Investment Income $79,833

Other Revenue $0

TOTAL REVENUE $79,833

Expense Breakdown

Grants Paid $17,044

Salaries & Benefits $6,980

Fundraising Expenses $0

Program Expenses $17,044

Other Expenses $1,509

TOTAL EXPENSES $25,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,833	$13,583	+4.9%
Expenses	$25,533	$19,372	+0.3%
Net Income	$54,300	$-5,789	-10.4%

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		$6,980	$0	$6,980
WILLIAM H BUSH	BOARD MEMBER	N/A	Officer	$0	$0	$0
ROBERT SINGLETARY	BOARD MEMBER	N/A	Officer	$0	$0	$0
JOHN M CLOUD	BOARD MEMBER	N/A	Officer	$0	$0	$0

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	$79,833	$25,533	$567,475	$54,300
2023	$13,583	$19,372	$513,351	$-5,789
2022	$44,799	$17,295	$519,250	$27,504
2021	$14,481	$15,964	$491,766	$-1,483

NIEHAUS CHARLES FBO AM LUNG TA