TR UA SAMPSON RYMER

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Phone

5135345310

Tax Period

2024-05-01 to 2025-04-30

TR UA SAMPSON RYMER, founded in 1965, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 23% operating margin.

Mission

DISTRIBUTIONS ARE MADE TO THE NAMED CHARITIES PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.

Program Service Accomplishments

Program 1

Expenses: $26,260

DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $42,932

Other Revenue $0

TOTAL REVENUE $42,932

Expense Breakdown

Grants Paid $25,068

Salaries & Benefits $7,949

Fundraising Expenses $0

Program Expenses $26,260

Other Expenses $181

TOTAL EXPENSES $33,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,932	$24,844	+0.7%
Expenses	$33,198	$33,345	0.0%
Net Income	$9,734	$-8,501	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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		$7,949	$0	$7,949

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	$42,932	$33,198	$445,496	$9,734
2024	$24,844	$33,345	$435,764	$-8,501
2023	$29,502	$36,905	$444,263	$-7,403
2022	$25,109	$34,649	$451,666	$-9,540
2021	$35,842	$29,515	$461,212	$6,327
2020	$19,871	$34,098	$454,881	$-14,227
2019	$68,856	$39,003	$469,110	$29,853