VANCE MEMORIAL FUND UW

EIN: 566045849 501(c)(3) Philanthropy & Grantmaking

CINCINNATI, OH

Total Revenue
$240,240
Total Expenses
$121,248
Total Assets
$1,709,777
Net Assets
$1,709,777
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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
1954
Legal Domicile
NC
Phone
8004000439
Tax Period
2025-01-01 to 2025-12-31

VANCE MEMORIAL FUND UW, founded in 1954, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $240K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 50% 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: $11,950

CHILDRENS HOPE ALLIANCE

Program 2
Expenses: $11,950

MASONIC AND EASTERN STAR HOME NC

Program 3
Expenses: $11,950

THOMPSON CHILD AND FAMILY FOCUS

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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 $240,240
Other Revenue $0
TOTAL REVENUE $240,240

Expense Breakdown

Grants Paid $91,448
Salaries & Benefits $27,681
Fundraising Expenses $0
Program Expenses $95,600
Other Expenses $2,119
TOTAL EXPENSES $121,248

Year-over-Year Comparison

2025 2024 Change
Revenue $240,240 $180,253 +0.3%
Expenses $121,248 $111,135 +0.1%
Net Income $118,992 $69,118 +0.7%
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
$27,681 $0 $27,681
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 $240,240 $121,248 $1,709,777 $118,992
2024 $180,253 $111,135 $1,590,848 $69,118
2023 $95,083 $111,228 $1,521,594 $-16,145
2022 $41,099 $123,823 $1,537,983 $-82,724
2021 $165,560 $110,320 $1,620,920 $55,240
2020 $60,986 $106,511 $1,565,375 $-45,525
2019 $186,203 $101,530 $1,611,588 $84,673
2018 $126,621 $105,554 $1,526,902 $21,067
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