THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC

EIN: 043511088 501(c)(3) Arts, Culture & Humanities

BOSTON, MA

Total Revenue
$2,167,927
Total Expenses
$941,131
Total Assets
$2,346,711
Net Assets
$2,307,817
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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
2000
Legal Domicile
MA
Principal Officer
KIRSTIN BRIDIER
Phone
6172277500
Tax Period
2024-07-01 to 2025-06-30

THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC, founded in 2000, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 57% operating margin.

Mission

OUR MISSION IS TO RAISE FUNDS AND INCREASE MEMBERSHIP IN NATIONAL TRUST FOR SCOTLAND IN AMERICA AND TO SUPPORT THE PROPERTIES OF HISTORIC INTEREST AND NATURAL BEAUTY UNDER ITS CARE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,830,664
Program Service Revenue $0
Investment Income $52,885
Other Revenue $284,378
TOTAL REVENUE $2,167,927

Expense Breakdown

Grants Paid $230,043
Salaries & Benefits $480,543
Fundraising Expenses $196,127
Program Expenses $634,749
Other Expenses $230,545
TOTAL EXPENSES $941,131

Year-over-Year Comparison

2024 2023 Change
Revenue $2,167,927 $1,194,779 +0.8%
Expenses $941,131 $1,062,629 -0.1%
Net Income $1,226,796 $132,150 +8.3%
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

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Governance

Voting Members
19
Independent Members
19
Employees
8
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
5
$0
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HELEN SAYLES CHAIR 2.00
Officer Director
$0 $0 $0
MICHAEL SCOTT-MORTON VICE CHAIR 2.00
Officer Director
$0 $0 $0
NAOMA TATE DIRECTOR 0.50
Director
$0 $0 $0
JONATHAN TREAT TREASURER 2.00
Officer Director
$0 $0 $0
LESLIE AITKEN SECRETARY 2.00
Officer Director
$0 $0 $0
CHRISTIAN DAVIRON DIRECTOR 0.50
Director
$0 $0 $0
ANDY SCOTT DIRECTOR 0.50
Director
$0 $0 $0
ANTHONY MCLAURIN DIRECTOR 0.50
Director
$0 $0 $0
QUINN PEEPER DIRECTOR 0.50
Director
$0 $0 $0
PHILIP LONG DIRECTOR 0.50
Director
$0 $0 $0
STEWART MCLAURIN DIRECTOR 0.50
Director
$0 $0 $0
JILL JOYCE DIRECTOR 0.50
Director
$0 $0 $0
ALASDAIR NICHOL DIRECTOR 0.50
Director
$0 $0 $0
CAROLINE MCCRACKEN-FLESHER DIRECTOR 0.50
Director
$0 $0 $0
BRUCE HAMILTON DIRECTOR 0.50
Director
$0 $0 $0
CHARLOTTE BURTON VICE CHAIR 2.00
Officer Director
$0 $0 $0
HERMISTON QUAY DIRECTOR 0.50
Director
$0 $0 $0
M HOLT MASSEY DIRECTOR 0.50
Director
$0 $0 $0
GUS NOBLE DIRECTOR 0.50
Director
$0 $0 $0
ANDREW CALDER DIRECTOR 0.50
Director
$0 $0 $0
CHRISTOPHER GLEYSTEEN DIRECTOR 0.50
Director
$0 $0 $0
FIONA SCOTT MORTON DIRECTOR 0.50
Director
$0 $0 $0
KIRSTIN BRIDIER EXECUTIVE DIRECTOR 40.00
Highest
$120,676 $39,355 $160,031
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 $2,167,927 $941,131 $2,346,711 $1,226,796
2024 $1,194,779 $1,062,629 $1,077,613 $132,150
2023 $928,011 $1,007,139 $858,751 $-79,128
2022 $865,175 $952,691 $909,137 $-87,516
2021 $1,300,184 $700,856 $1,109,436 $599,328
2020 $591,421 $826,817 $660,678 $-235,396
2019 $689,747 $743,097 $621,283 $-53,350
2018 $856,903 $919,997 $675,534 $-63,094
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