TRUSTEES UW OF ALIDA HARPER FOWLKES (EIN 586204437) - 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

1985

Legal Domicile

Principal Officer

PETER M WRIGHT

Phone

9127134690

Tax Period

2023-01-01 to 2023-12-31

TRUSTEES UW OF ALIDA HARPER FOWLKES, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $487K in total revenue in fiscal year 2023. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $294K, a strong 60% operating margin.

Mission

SUPPORT OF THE SOCIETY OF THE CINCINNATI AND HISTORICAL PRESERVATION AND RESTORATION IN THE UNITED STATES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $325,988

Program Service Revenue $1,514

Investment Income $75,089

Other Revenue $84,029

TOTAL REVENUE $486,620

Expense Breakdown

Grants Paid $77,402

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,402

Other Expenses $115,177

TOTAL EXPENSES $192,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$486,620	$220,431	+1.2%
Expenses	$192,579	$226,523	-0.1%
Net Income	$294,041	$-6,092	-49.3%

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

Employees

N/A

Volunteers

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
MALCOLM L BUTLER	TRUSTEE	0.50	Director	$0	$0	$0
R VINCENT MARTIN III	TRUSTEE	0.00	Director	$0	$0	$0
M TYUS BULTER	TRUSTEE	0.50	Director	$0	$0	$0
PETER M WRIGHT	TRUSTEE	1.00	Officer Director	$0	$0	$0
TERRY HONAN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM L SHEFTALL III	TRUSTEE	1.00	Director	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$486,620	$192,579	$2,709,337	$294,041
2022	$220,431	$226,523	$2,356,768	$-6,092
2021	$182,319	$188,774	$2,539,411	$-6,455
2020	$106,848	$162,435	$2,282,163	$-55,587
2019	$687,713	$192,646	$2,420,016	$495,067
2018	$115,886	$164,370	$2,034,157	$-48,484

TRUSTEES UW OF ALIDA HARPER FOWLKES