University Of Cincinnati Voluntary Tiaa Survivorship Trust

Cincinnati, OH
Tax-exempt since March 1984
EIN: 31-1072144

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$70.1k (2024)

Expenses

$211k (2024)

Total Assets

$2.91M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$70,084

Expenses

$210,972

Net Income

-$140,888

Net Assets

$2,910,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$89,052	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$18,968
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,910,348
Total Liabilities	$0
Net Assets	$2,910,348

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Jost (Board Member)	$0	$0	$0
Jonathan Kamholtz (Board Member)	$0	$0	$0
Sharon Purtee (Board Member)	$0	$0	$0
Julie Menchen (Board Member)	$0	$0	$0
Timothy Sale (Board Member)	$0	$0	$0
Barbara Carter (Board Member)	$0	$0	$0
Dan Gottlieb (Board Member)	$0	$0	$0
Johnson Trust Company (Trustee)	$0	$0	$0

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990

Filed on May 6, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$80,141

Expenses

$236,477

Net Income

-$156,336

Net Assets

$3,051,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$78,775	98.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,366	1.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,051,612
Total Liabilities	$0
Net Assets	$3,051,612

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Jost (Board Member)	$0	$0	$0
Jonathan Kamholtz (Board Member)	$0	$0	$0
Sharon Purtee (Boardmember)	$0	$0	$0
Julie Menchen (Board Member)	$0	$0	$0
Timothy Sale (Board Member)	$0	$0	$0
Barbara Carter (Board Member)	$0	$0	$0
Dan Gottlieb (Board Member)	$0	$0	$0
Johnson Trust Company (Trustee)	$0	$0	$0

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990

Filed on May 7, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$209,542

Expenses

$210,989

Net Income

-$1,447

Net Assets

$3,207,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$70,493	33.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$139,049	66.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,207,867
Total Liabilities	$0
Net Assets	$3,207,867

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Jost (Board Member)	$0	$0	$0
Sharon Purtee (Board Memeber)	$0	$0	$0
Julie Menchen (Board Member)	$0	$0	$0
Barbara Carter (Board Member)	$0	$0	$0
Jonathan Kamholtz (Board Member)	$0	$0	$0
Dan Gottlieb (Board Member)	$0	$0	$0
Johnson Trust Company (Trustee)	$0	$0	$0

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990

Filed on April 26, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$262,019

Expenses

$225,492

Net Income

$36,527

Net Assets

$3,203,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$76,375	29.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$185,644	70.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,203,454
Total Liabilities	$0
Net Assets	$3,203,454

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Jost (Board Member)	$0	$0	$0
Sharon Purtee (Board Memeber)	$0	$0	$0
Julie Menchen (Board Member)	$0	$0	$0
Bob Arner (Board Member)	$0	$0	$0
Barbara Carter (Board Member)	$0	$0	$0
Dan Gottlieb (Board Member)	$0	$0	$0
Johnson Trust Company (Trustee)	$0	$0	$0

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990

Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$174,120

Expenses

$309,414

Net Income

-$135,294

Net Assets

$3,164,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$79,419	45.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$94,701	54.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,164,489
Total Liabilities	$0
Net Assets	$3,164,489

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Jost (Board Member)	$0	$0	$0
Jonathan Kamholtz (Board Member)	$0	$0	$0
Sharon Purtee (Board Memeber)	$0	$0	$0
Julie Menchen (Board Member)	$0	$0	$0
Bob Arner (Board Member)	$0	$0	$0
Barbara Carter (Board Member)	$0	$0	$0
Dan Gottlieb (Board Member)	$0	$0	$0
Johnson Trust Company (Trustee)	$0	$0	$0

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990

Filed on April 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$150,640

Expenses

$278,178

Net Income

-$127,538

Net Assets

$3,300,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$102,912	68.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$47,728	31.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,300,740
Total Liabilities	$0
Net Assets	$3,300,740

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$118,336

Expenses

$277,296

Net Income

-$158,960

Net Assets

$3,434,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$100,083	84.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$18,253	15.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,408	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,434,021
Total Liabilities	$0
Net Assets	$3,434,021

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$166,958

Expenses

$287,428

Net Income

-$120,470

Net Assets

$3,593,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$98,038	58.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$55,109	33.0%
Net Inventory Sales	$0
Other Revenue	$13,811	8.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,440	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,593,804
Total Liabilities	$0
Net Assets	$3,593,804

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$106,363

Expenses

$392,589

Net Income

-$286,226

Net Assets

$3,715,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$108,099	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$40,671
Net Inventory Sales	$0
Other Revenue	$38,935	36.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$301,882	76.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,715,214
Total Liabilities	$0
Net Assets	$3,715,214

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$165,017

Expenses

$370,396

Net Income

-$205,379

Net Assets

$4,032,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$121,033	73.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$43,870	26.6%
Net Inventory Sales	$0
Other Revenue	$114	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$20,941	5.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,032,179
Total Liabilities	$0
Net Assets	$4,032,179

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$354,052

Expenses

$333,858

Net Income

$20,194

Net Assets

$4,234,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$152,998	43.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$200,964	56.8%
Net Inventory Sales	$0
Other Revenue	$90	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,409	1.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,234,790
Total Liabilities	$0
Net Assets	$4,234,790

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$256,219

Expenses

$383,537

Net Income

-$127,318

Net Assets

$4,208,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$137,992	53.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$118,227	46.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,432	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,208,837
Total Liabilities	$0
Net Assets	$4,208,837

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$212,417

Expenses

$353,281

Net Income

-$140,864

Net Assets

$4,716,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$155,124	73.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$57,293	27.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,716,064
Total Liabilities	$0
Net Assets	$4,716,064

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$369,752

Expenses

$403,652

Net Income

-$33,900

Net Assets

$4,739,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$179,423	48.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$190,329	51.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,739,773
Total Liabilities	$0
Net Assets	$4,739,773

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$303,155

Expenses

$675,075

Net Income

-$371,920

Net Assets

$4,961,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$191,433	63.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$111,722	36.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,961,137
Total Liabilities	$0
Net Assets	$4,961,137

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated December 22, 2025

University Of Cincinnati Voluntary Tiaa Survivorship Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $70.1k (2024)

Expenses $211k (2024)

Total Assets $2.91M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$70.1k (2024)

Expenses

$211k (2024)

Total Assets

$2.91M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004