Howard & Ethel B Ross TUA 2 (EIN 597109127) - 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

1998

Legal Domicile

Phone

7274694539

Tax Period

2025-01-01 to 2025-12-31

Howard & Ethel B Ross TUA 2, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $402K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $165K, a strong 41% operating margin.

Mission

The Organization's Mission is to Provide Funding for Scholarships to Students of the Piano and Composition for the Piano at Julliard School in New York City NY

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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 $401,732

Other Revenue $0

TOTAL REVENUE $401,732

Expense Breakdown

Grants Paid $106,459

Salaries & Benefits $116,367

Fundraising Expenses $0

Program Expenses $198,800

Other Expenses $13,618

TOTAL EXPENSES $236,444

Year-over-Year Comparison

	2025	2024	Change
Revenue	$401,732	$268,790	+0.5%
Expenses	$236,444	$223,619	+0.1%
Net Income	$165,288	$45,171	+2.7%

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

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

$51,870

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Regions Bank Privath Wealth Mgmt	Trustee	1.00		$64,497	$0	$64,497
Harry B Jamieson CPA	Trustee	1.00	Director	$51,870	$0	$51,870

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	$401,732	$236,444	$4,836,740	$165,288
2024	$268,871	$223,619	$4,671,452	$45,252
2023	$122,239	$192,972	$4,626,200	$-70,733
2022	$417,522	$198,273	$4,696,933	$219,249
2021	$429,904	$192,570	$4,477,684	$237,334
2020	$84,371	$189,988	$4,240,350	$-105,617
2019	$189,863	$192,370	$4,345,967	$-2,507
2018	$236,568	$191,347	$4,348,474	$45,221

Howard & Ethel B Ross TUA 2