STANLEY F HERMAN CHARITABLE TRUST FBO

EIN: 386567487 501(c)(3)

CINCINNATI, OH

Total Revenue
$69,268
Total Expenses
$69,648
Total Assets
$928,254
Net Assets
$928,254
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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
1985
Legal Domicile
MI
Phone
8004000439
Tax Period
2024-08-01 to 2025-07-31

STANLEY F HERMAN CHARITABLE TRUST FBO, founded in 1985, is a micro nonprofit that reported $69K in total revenue in fiscal year 2024. Net assets of $928K represent 161 months of operating reserves.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $69,268
Other Revenue $0
TOTAL REVENUE $69,268

Expense Breakdown

Grants Paid $52,853
Salaries & Benefits $15,129
Fundraising Expenses $0
Program Expenses $55,122
Other Expenses $1,666
TOTAL EXPENSES $69,648

Year-over-Year Comparison

2024 2023 Change
Revenue $69,268 $-16,085 -5.3%
Expenses $69,648 $65,699 +0.1%
Net Income $-380 $-81,784 -1.0%
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
$15,129 $0 $15,129
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 $69,268 $69,648 $928,254 $-380
2024 $-16,085 $65,699 $928,634 $-81,784
2023 $78,160 $80,676 $1,010,664 $-2,516
2022 $76,833 $77,473 $1,011,783 $-640
2021 $96,566 $74,317 $1,012,432 $22,249
2020 $73,319 $67,025 $990,185 $6,294
2019 $86,061 $74,592 $984,121 $11,469
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