DUDLEY P ALLEN NO 3 FD 8 (EIN 346527627) - 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

1915

Legal Domicile

Phone

2166897538

Tax Period

2025-01-01 to 2025-12-31

DUDLEY P ALLEN NO 3 FD 8, founded in 1915, is a micro nonprofit that reported $51K in total revenue in fiscal year 2025. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $88K exceeded revenue, resulting in a 73% operating deficit.

Mission

GRANTS ARE MADE ACCORDING TO THE TRUST INSTRUMENT DATED SEPTEMBER 24, 1915. THE APPOINTED TRUSTEE, NOW KNOWN AS KEYBANK N.A., SHALL MAKE GRANTS TO THE CLEVELAND MUSEUM OF ART,TO BE USED FOR THE PURCHASE OF WORKS OF ART.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $50,967

Other Revenue $0

TOTAL REVENUE $50,967

Expense Breakdown

Grants Paid $84,732

Salaries & Benefits $2,321

Fundraising Expenses $0

Program Expenses $84,732

Other Expenses $1,250

TOTAL EXPENSES $88,303

Year-over-Year Comparison

	2025	2024	Change
Revenue	$50,967	$254,653	-0.8%
Expenses	$88,303	$80,566	+0.1%
Net Income	$-37,336	$174,087	-1.2%

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
RUSS KLIMCZUK	CMA ASST TREASURER OF FINANCE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$2,321	$0	$2,321

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	$50,967	$88,303	$1,344,875	$-37,336
2024	No data	No data	No data	No data
2023	$36,788	$80,893	$1,208,123	$-44,105
2022	$59,689	$88,768	$1,252,228	$-29,079
2021	$84,646	$76,620	$1,281,306	$8,026
2020	$42,938	$71,731	$1,273,280	$-28,793

DUDLEY P ALLEN NO 3 FD 8