YODER LEONARD R FBO CWR SUCC-TW (EIN 346557092) - 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

2003

Legal Domicile

Phone

2165632451

Tax Period

2024-01-01 to 2024-12-31

YODER LEONARD R FBO CWR SUCC-TW, founded in 2003, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue surged 803% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 31% operating margin.

Mission

TO AWARD SCHOLARSHIPS TO FEMALE STUDENTS OR FEMALES WHO WISH TO BECOME STUDENTS OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITYWHO HAVE HIGH SCHOLASTIC STANDINGS AND NEED FINANCIAL ASSISTANCE.THE INCOME SHALL BE USED TO ESTABLISH THE MAYME B. ROBINSON MEMORIALSCHOLARSHIP FUND. THIS IS A DEDICATED SCHOLARSHIP PROGRAM CONTROLLED AND MANAGED BY THE BENEFICIARY CASE WESTERN RESERVE UNIVERSITY. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME.

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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 $88,177

Other Revenue $0

TOTAL REVENUE $88,177

Expense Breakdown

Grants Paid $46,799

Salaries & Benefits $12,083

Fundraising Expenses $0

Program Expenses $46,799

Other Expenses $1,660

TOTAL EXPENSES $60,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,177	$9,760	+8.0%
Expenses	$60,542	$61,601	0.0%
Net Income	$27,635	$-51,841	-1.5%

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		$12,083	$0	$12,083

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	$88,177	$60,542	$926,204	$27,635
2023	$9,760	$61,601	$898,569	$-51,841
2022	$636	$70,070	$950,405	$-69,434
2021	$119,363	$64,717	$1,019,837	$54,646
2020	$53,923	$63,670	$965,189	$-9,747

YODER LEONARD R FBO CWR SUCC-TW