Isabella M Weld Trust Dated 3311910 (EIN 046016348) - 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

1910

Legal Domicile

Principal Officer

Renat V Lumpau

Phone

6172485255

Tax Period

2024-10-01 to 2025-09-30

Isabella M Weld Trust Dated 3311910, founded in 1910, is a small nonprofit that reported $680K in total revenue in fiscal year 2024. Revenue surged 284% from the prior year, signaling strong growth momentum. The organization ran a surplus of $564K, a strong 83% operating margin.

Mission

To support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard College.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $680,157

Other Revenue $0

TOTAL REVENUE $680,157

Expense Breakdown

Grants Paid $82,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,181

Other Expenses $34,239

TOTAL EXPENSES $116,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$680,157	$177,025	+2.8%
Expenses	$116,239	$37,088	+2.1%
Net Income	$563,918	$139,937	+3.0%

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
Lauren Sheerr Beshears	Trustee	1.00	Director	$0	$0	$0
Sarah Conyngham	Trustee (start 1/2025)	1.00	Director	$0	$0	$0
Renat V Lumpau	Trustee	1.00	Director	$0	$0	$0
Cornelia VR Streeter	Trustee	1.00	Director	$0	$0	$0
Susannah Thayer	Trustee (end 1/2025)	1.00	Director	$0	$0	$0
Cecile Tucker	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
2025	$680,157	$116,239	$2,843,533	$563,918
2024	$177,025	$37,088	$2,618,523	$139,937
2023	$61,309	$45,482	$2,012,845	$15,827
2022	$281,455	$49,277	$1,779,158	$232,178
2021	$196,247	$49,013	$2,362,078	$147,234
2020	$173,415	$44,571	$1,926,352	$128,844
2019	$101,787	$48,619	$1,666,998	$53,168
2018	$173,528	$48,050	$1,685,749	$125,478

Isabella M Weld Trust Dated 3311910