VANCE MEMORIAL FUND UW (EIN 566045849) - Form 990 Financial Analysis & Trantor Score

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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

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.

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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 (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

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		$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

VANCE MEMORIAL FUND UW