GUY & BERTHA IRELAND ENDOWMENT 50033700 (EIN 456014509) - 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

1947

Legal Domicile

Principal Officer

Bob McWilliams

Phone

7017953212

Tax Period

2025-01-01 to 2025-12-31

GUY & BERTHA IRELAND ENDOWMENT 50033700, founded in 1947, is a small nonprofit that reported $176K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $96K, a strong 55% operating margin.

Mission

The Articles of Incorporation state the sole and exclusive purpose of the corporation are religious, charitable, scientific, literary and educational. The documents further list the 4 organizations to whom donations are made and how the amounts are determined.

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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 $176,044

Other Revenue $0

TOTAL REVENUE $176,044

Expense Breakdown

Grants Paid $61,521

Salaries & Benefits $17,841

Fundraising Expenses $0

Program Expenses $61,511

Other Expenses $221

TOTAL EXPENSES $79,583

Year-over-Year Comparison

	2025	2024	Change
Revenue	$176,044	$147,551	+0.2%
Expenses	$79,583	$76,527	+0.0%
Net Income	$96,461	$71,024	+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

Independent Members

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
Nicole Nelson	Board Member	1.0	Director	$0	$0	$0
Mary Jane Kluge	Vice President	1.0	Director	$0	$0	$0
Bob McWilliams	President	1.0	Director	$0	$0	$0
Scott Berge	Board Member	1.0	Director	$0	$0	$0
Alerus Financial	Trustee	1.0		$17,841	$0	$17,841

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	$176,044	$79,583	$1,656,931	$96,461
2024	No data	No data	No data	No data
2023	$31,763	$77,917	$1,492,061	$-46,154
2022	$121,822	$69,366	$1,538,215	$52,456
2021	$187,800	$68,649	$1,485,759	$119,151
2020	$91,908	$68,546	$1,366,608	$23,362

GUY & BERTHA IRELAND ENDOWMENT 50033700