TR UW WILLIAM GILBERT

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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

1947

Legal Domicile

Phone

5135345310

Tax Period

2025-01-01 to 2025-12-31

TR UW WILLIAM GILBERT, founded in 1947, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $35K in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 46% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE NAMED BENEFICIARY PURSUANT TO THE GOVERNING INSTRUMENT.

Program Service Accomplishments

Program 1

Expenses: $13,999

DISTRIBUTIONS TO THE NAMED ORGANIZATION AS DIRECTED BY THE GOVERNING DOCUMENT.

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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 $35,369

Other Revenue $0

TOTAL REVENUE $35,369

Expense Breakdown

Grants Paid $13,393

Salaries & Benefits $4,041

Fundraising Expenses $0

Program Expenses $13,999

Other Expenses $1,584

TOTAL EXPENSES $19,018

Year-over-Year Comparison

	2025	2024	Change
Revenue	$35,369	$26,391	+0.3%
Expenses	$19,018	$17,649	+0.1%
Net Income	$16,351	$8,742	+0.9%

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 N A	TRUSTEE	1.0		$4,041	$0	$4,041

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	$35,369	$19,018	$245,006	$16,351
2024	$26,391	$17,649	$228,662	$8,742
2023	$13,622	$17,848	$219,894	$-4,226
2022	$8,551	$19,581	$224,156	$-11,030
2021	$24,303	$18,300	$235,220	$6,003
2020	$11,216	$18,447	$229,166	$-7,231
2018	$16,174	$33,244	$237,111	$-17,070