JOSEPH J LEARY TR UW

EIN: 616225916 501(c)(3) Philanthropy & Grantmaking

LOUISVILLE, KY

Total Revenue
$364,105
Total Expenses
$328,191
Total Assets
$5,717,979
Net Assets
$5,717,979
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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
2006
Legal Domicile
KY
Principal Officer
MARIA QUINN
Phone
5026961776
Tax Period
2025-01-01 to 2025-12-31

JOSEPH J LEARY TR UW, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $364K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $328K left a modest 10% surplus.

Mission

CHARITABLE TRUST

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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 $364,105
Other Revenue $0
TOTAL REVENUE $364,105

Expense Breakdown

Grants Paid $290,311
Salaries & Benefits $24,650
Fundraising Expenses $0
Program Expenses $290,311
Other Expenses $13,230
TOTAL EXPENSES $328,191

Year-over-Year Comparison

2025 2024 Change
Revenue $364,105 $590,347 -0.4%
Expenses $328,191 $297,539 +0.1%
Net Income $35,914 $292,808 -0.9%
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
1
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
N/A TRUSTEE 1.0
$24,650 $0 $24,650
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 $364,105 $328,191 $5,717,979 $35,914
2024 $590,347 $297,566 $5,682,065 $292,781
2023 $290,129 $294,508 $5,389,284 $-4,379
2022 $237,318 $301,021 $5,393,663 $-63,703
2021 $440,962 $292,948 $5,457,366 $148,014
2020 $96,305 $289,400 $5,309,352 $-193,095
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