THE WILLIAM BELMONT BACKS AND LOUISE (EIN 347158121) - 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

2002

Legal Domicile

Phone

5135345310

Tax Period

2024-09-01 to 2025-08-31

THE WILLIAM BELMONT BACKS AND LOUISE, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $365K in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 39% operating margin.

Mission

NET INCOME IS DISTRIBUTED TO CINCINNATI CHILDRENS HOSPITAL. INCOME IS DISTRIBUTED FOR CLINICAL AND RESEARCH INITIATIVES TO IMPACT PEDIATRIC MEDICINE FOR CHILDREN.

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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 $365,476

Other Revenue $0

TOTAL REVENUE $365,476

Expense Breakdown

Grants Paid $175,010

Salaries & Benefits $46,282

Fundraising Expenses $0

Program Expenses $181,952

Other Expenses $2,711

TOTAL EXPENSES $224,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$365,476	$177,491	+1.1%
Expenses	$224,003	$210,452	+0.1%
Net Income	$141,473	$-32,961	-5.3%

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
FIFTH THIRD BANK NA	TRUSTEE	1.0		$46,282	$0	$46,282

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	$365,476	$224,003	$3,055,953	$141,473
2024	$177,491	$210,452	$2,914,490	$-32,961
2023	$133,969	$225,806	$2,947,455	$-91,837
2022	$194,627	$230,822	$3,039,294	$-36,195
2021	$270,410	$207,895	$3,075,492	$62,515
2020	$102,684	$199,760	$3,012,979	$-97,076

THE WILLIAM BELMONT BACKS AND LOUISE