UNIVERSITY OF BRISTOL FOUNDATION INC (EIN 043129036) - 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

1991

Legal Domicile

Principal Officer

TIM RITCHIE

Phone

6468670994

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY OF BRISTOL FOUNDATION INC, founded in 1991, is a small nonprofit in the Education sector that reported $467K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $757K exceeded revenue, resulting in a 62% operating deficit.

Mission

TO PROMOTE EDUCATION INCLUDING: TO SUPPORT SCHOLARSHIPS, RESEARCH AND STUDENT SUPPORT.

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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 $466,963

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $466,963

Expense Breakdown

Grants Paid $755,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $755,125

Other Expenses $1,813

TOTAL EXPENSES $756,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$466,963	$409,412	+0.1%
Expenses	$756,938	$84,278	+8.0%
Net Income	$-289,975	$325,134	-1.9%

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
UNA RYAN	RESIGNED '24	0.00	Director	$0	$0	$0
LESLIE STEVENS	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY PARTON	DIRECTOR	0.50	Director	$0	$0	$0
TIM RITCHIE	PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
GERALDINE KEEFE	CHAIRMAN/DIRECTOR	0.50	Director	$0	$0	$0
DR KRAI CHATAMRA	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW ROSAMOND	DIRECTOR	0.50	Director	$0	$0	$0
BEN QUARMBY	DIRECTOR	0.50	Director	$0	$0	$0
ANNA RAINSFORD	RESIGNED '24	0.00	Director	$0	$0	$0
ANDREW MONK	RESIGNED '24	0.00	Officer	$0	$0	$0
TONI HENDERSON	SECRETARY	1.00	Officer	$0	$0	$0
GEORGINA LYONS	TREASURER	1.00	Officer	$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	$466,963	$756,938	$144,822	$-289,975
2023	$409,412	$84,278	$434,405	$325,134
2022	$300,591	$290,754	$109,271	$9,837
2021	$461,629	$438,402	$99,434	$23,227
2020	$261,824	$714,167	$76,207	$-452,343
2019	$861,960	$466,839	$528,550	$395,121
2018	$273,819	$254,697	$133,429	$19,122

UNIVERSITY OF BRISTOL FOUNDATION INC