JOHN R VAN DERLIP TR UA (EIN 416014917) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

U S BANK N A

Phone

8882657962

Tax Period

2025-01-01 to 2025-12-31

JOHN R VAN DERLIP TR UA, founded in 1935, is a small nonprofit that reported $520K in total revenue in fiscal year 2025. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $291K, a strong 56% operating margin.

Mission

TO PROVIDE FIXED AND REGULAR INCOME TO THE MINNEAPOLIS INSTITUTE OF ARTS AND THE MINNEAPOLIS COLLEGE OF ART & DESIGN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $519,996

Other Revenue $115

TOTAL REVENUE $520,111

Expense Breakdown

Grants Paid $209,180

Salaries & Benefits $16,651

Fundraising Expenses $0

Program Expenses $212,430

Other Expenses $3,471

TOTAL EXPENSES $229,302

Year-over-Year Comparison

	2025	2024	Change
Revenue	$520,111	$264,327	+1.0%
Expenses	$229,302	$223,730	+0.0%
Net Income	$290,809	$40,597	+6.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

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
US BANK NATIONAL ASSOCIATION	TRUSTEE	1.0		$16,651	$0	$16,651

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	$520,111	$229,302	$3,077,607	$290,809
2024	No data	No data	No data	No data
2023	$123,258	$223,976	$2,746,571	$-100,718
2022	$82,212	$122,575	$2,847,291	$-40,363
2021	$354,256	$296,151	$2,887,657	$58,105
2020	$100,051	$193,756	$2,829,549	$-93,705
2019	$100,872	$189,124	$2,922,466	$-88,252
2018	$123,208	$190,483	$3,011,444	$-67,275

JOHN R VAN DERLIP TR UA