POHL ZORA B

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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

1972

Legal Domicile

Principal Officer

DIANNA COLEY

Phone

5135345310

Tax Period

2024-11-01 to 2025-10-31

POHL ZORA B, founded in 1972, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue surged 247% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 61% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

Program Service Accomplishments

Program 1

Expenses: $37,487

DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $124,708

Other Revenue $0

TOTAL REVENUE $124,708

Expense Breakdown

Grants Paid $35,915

Salaries & Benefits $10,478

Fundraising Expenses $0

Program Expenses $37,487

Other Expenses $1,675

TOTAL EXPENSES $48,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,708	$35,944	+2.5%
Expenses	$48,068	$44,648	+0.1%
Net Income	$76,640	$-8,704	-9.8%

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		$10,478	$0	$10,478

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	$124,708	$48,068	$641,708	$76,640
2024	$35,944	$44,648	$565,070	$-8,704
2023	$36,340	$44,902	$573,772	$-8,562
2022	$32,440	$48,175	$582,335	$-15,735
2021	$56,975	$43,766	$598,069	$13,209
2020	$29,391	$42,022	$584,862	$-12,631