BROOKLYN, OH
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)J W ELLSWORTH ENDOWMENT TRUST, founded in 1923, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $980K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 472% operating deficit.
GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED DECEMBER 21, 1923. KEYBANK,AS TRUSTEE, MAKES DISTRIBUTIONS FOR THE OPERATION,MAINTENANCE, AND UPKEEP OF THE WESTERN RESERVE ACADEMY. DISTRIBUTIONS ARE TO BE USED SOLELY FOR EDUCATIONAL PURPOSES. SPECIFICALLY, TO MAINTAIN AND OPERATE AN INSTITUTION OF LEARNING FOR BOYS AND YOUNG MEN THAT THEY MAY BE PREPARED TO BE USEFUL CITIZENS OF THE REPUBLIC, AND IN ADDITION TO THE USUAL CURRICULUM COMPRISING THE CLASSICS, HUMANITIES, AND SCIENCES, TO MAINTAIN A DEPARTMENT OF AGRICULTURE. IT SHALL BE THE PURPOSE OF THE SCHOOL TO AVOID AS FAR AS POSSIBLE THE DEFECTS OF MODERN EDUCATIONAL METHODS. STUDENTS SHALL BE DEVELOPED BY INSISTENCE ON THE MASTERY OF FUNDAMENTAL SUBJECTS OF STUDY. SCIENTIFIC RESEARCHES CONDUCTED BY MEMBERS OF THE FACULTY ARE TO BE ENCOURAGED. STUDENTS WITH LIMITED MEANS SHALL BE PERMITTED AND THE TUITION TO BE CHARGED TO STUDENTS SHALL AT ALL TIMES BE MAINTAINED WITH THAT OBJECT IN VIEW. KEYBANK MAINTAINS A RESPONSIVENESS TO THE
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $979,578 | $4,699,959 | -0.8% |
| Expenses | $5,601,980 | $3,043,488 | +0.8% |
| Net Income | $-4,622,402 | $1,656,471 | -3.8% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| N/A | TRUSTEE | N/A |
|
$198,270 | $0 | $198,270 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $979,578 | $5,601,980 | $37,249,310 | $-4,622,402 |
| 2022 | $4,699,959 | $3,043,488 | $41,872,079 | $1,656,471 |
| 2021 | $8,866,980 | $3,108,960 | $41,012,268 | $5,758,020 |
| 2020 | $203,147 | $2,364,028 | $35,004,261 | $-2,160,881 |
| 2019 | $4,180,236 | $3,370,897 | $37,259,514 | $809,339 |
Compare J W ELLSWORTH ENDOWMENT TRUST with other nonprofits in Ohio and across the country.