THELMA MR KLOBERDANZ IRR TRUST (EIN 756564179) - 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

1999

Legal Domicile

Phone

3032943373

Tax Period

2023-08-01 to 2024-07-31

THELMA MR KLOBERDANZ IRR TRUST, founded in 1999, is a small nonprofit in the Religion sector that reported $138K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Net assets of $2.8M represent 247 months of operating reserves.

Mission

SUPPORT UNION AVENUE CHURCH IN THEIR MISSION TO ASSIST POOR AND NEEDY, BOTH FOREIGN AND DOMESTIC

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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 $0

Program Service Revenue $0

Investment Income $138,261

Other Revenue $0

TOTAL REVENUE $138,261

Expense Breakdown

Grants Paid $76,663

Salaries & Benefits $20,711

Fundraising Expenses $0

Program Expenses $54,686

Other Expenses $43,183

TOTAL EXPENSES $140,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,261	$154,950	-0.1%
Expenses	$140,557	$116,135	+0.2%
Net Income	$-2,296	$38,815	-1.1%

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

N/A

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
N/A	TRUSTEE	N/A		$0	$0	$0
BOB SNEED	UNION AVENUE CHURCH BOARD MEMBER	N/A	Officer	$0	$0	$0
RICK SARVER	UNION AVENUE CHURCH BOARD MEMBER	N/A	Officer	$0	$0	$0
NANCY SHELLHAMMER	UNION AVENUE CHURCH BOARD MEMBER	N/A	Officer	$0	$0	$0
JAMES RANDLE	UNION AVENUE CHURCH BOARD MEMBER	N/A	Officer	$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
2025	No data	No data	No data	No data
2024	$138,261	$140,557	$2,848,363	$-2,296
2023	$154,950	$116,135	$2,847,013	$38,815
2022	$224,003	$124,757	$2,816,436	$99,246
2021	$149,631	$104,483	$2,717,424	$45,148
2020	$58,827	$119,039	$2,674,752	$-60,212

THELMA MR KLOBERDANZ IRR TRUST