JOHN R VAN DERLIP TR UW (EIN 416015288) - 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

1935

Legal Domicile

Phone

6514668710

Tax Period

2023-01-01 to 2023-12-31

JOHN R VAN DERLIP TR UW, founded in 1935, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $639K, a strong 20% operating margin.

Mission

TO PROVIDE FUNDS TO THE MINNEAPOLIS INSTITUTE OF ARTS FOR THE ACQUISITION OF NEW OBJECTS OF ART FOR THE PERMANENT COLLECTION

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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 $3,014,530

Other Revenue $186,958

TOTAL REVENUE $3,201,488

Expense Breakdown

Grants Paid $2,365,164

Salaries & Benefits $157,177

Fundraising Expenses $0

Program Expenses $2,402,035

Other Expenses $40,530

TOTAL EXPENSES $2,562,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,201,488	$2,300,161	+0.4%
Expenses	$2,562,871	$2,516,464	+0.0%
Net Income	$638,617	$-216,303	-4.0%

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

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
US BANK NATIONAL ASSOCIATION	TRUSTEE	N/A		$157,177	$0	$157,177
MINNEAPOLIS INSTITUTE OF ARTS	TRUSTEE	N/A		$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
2024	No data	No data	No data	No data
2023	$3,201,488	$2,562,871	$36,131,921	$638,617
2022	$2,300,161	$2,516,464	$35,543,168	$-216,303
2021	$4,156,554	$2,393,068	$35,603,983	$1,763,486
2020	$859,559	$2,311,839	$34,160,637	$-1,452,280
2019	$1,504,190	$2,297,052	$35,500,020	$-792,862
2018	$3,529,758	$2,279,400	$36,267,941	$1,250,358

JOHN R VAN DERLIP TR UW