TR UW WILLIAM GILBERT

EIN: 386051720 501(c)(3) Philanthropy & Grantmaking

CINCINNATI, OH

Total Revenue
$35,369
Total Expenses
$19,018
Total Assets
$245,006
Net Assets
$245,006
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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
MI
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.

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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%)

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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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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