BERTLYN BOSLEY IRRV TRUST

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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

1985

Legal Domicile

Principal Officer

LAURA MEADOWS

Phone

7403747113

Tax Period

2025-01-01 to 2025-12-31

BERTLYN BOSLEY IRRV TRUST, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $220K in total revenue in fiscal year 2025. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 36% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL

Program Service Accomplishments

Program 1

Expenses: $114,991

TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL. TO...

TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL. TO SUPPORTED ORANIZATION, BETSEY MILLS 300 FOURTH STREET, MARIETTA, OH 45750

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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 $220,362

Other Revenue $0

TOTAL REVENUE $220,362

Expense Breakdown

Grants Paid $114,991

Salaries & Benefits $23,304

Fundraising Expenses $0

Program Expenses $114,991

Other Expenses $1,701

TOTAL EXPENSES $139,996

Year-over-Year Comparison

	2025	2024	Change
Revenue	$220,362	$149,418	+0.5%
Expenses	$139,996	$93,354	+0.5%
Net Income	$80,366	$56,064	+0.4%

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
PEOPLES BANK	TRUSTEE	N/A		$23,305	$0	$23,305

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	$220,362	$139,996	$1,946,088	$80,366
2024	No data	No data	No data	No data
2023	$77,593	$83,732	$1,810,135	$-6,139
2022	$92,595	$100,624	$1,823,174	$-8,029
2021	$311,281	$97,052	$1,831,453	$214,229
2020	$78,421	$84,614	$1,617,457	$-6,193
2019	$102,214	$82,040	$1,623,141	$20,174
2018	$95,473	$84,911	$1,602,584	$10,562