British American Foundation of Texas (EIN 061807573) - 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

2006

Legal Domicile

Principal Officer

Kevin Howard

Phone

7135879900

Tax Period

2024-01-01 to 2024-12-31

British American Foundation of Texas, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $953K in total revenue in fiscal year 2024. The organization ran a surplus of $182K, a strong 19% operating margin.

Mission

BAFTX provides financial support to enable Texas students to fulfil their potential.

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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 $834,675

Program Service Revenue $0

Investment Income $65,958

Other Revenue $52,733

TOTAL REVENUE $953,366

Expense Breakdown

Grants Paid $560,790

Salaries & Benefits $114,109

Fundraising Expenses $62,818

Program Expenses $602,977

Other Expenses $96,156

TOTAL EXPENSES $771,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$953,366	$887,261	+0.1%
Expenses	$771,055	$517,599	+0.5%
Net Income	$182,311	$369,662	-0.5%

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

Volunteers

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

$106,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Howard	Chairman	5.00	Officer Director	$0	$0	$0
James McLennan	President	5.00	Officer Director	$0	$0	$0
Letitia Verlander	Secretary	5.00	Officer Director	$0	$0	$0
Genie Panaccione	Treasurer	5.00	Officer Director	$0	$0	$0
Jenn Ansorger	Director	5.00	Director	$0	$0	$0
Emily Capps	Director	5.00	Director	$0	$0	$0
Matthew Glynn	Director	5.00	Director	$0	$0	$0
Ann Hughes	Director	5.00	Director	$0	$0	$0
Martin Hunt	Director	5.00	Director	$0	$0	$0
Krupa Kothari	Director	5.00	Director	$0	$0	$0
Matthew Main	Director	5.00	Director	$0	$0	$0
Tim McKeon	Director	5.00	Director	$0	$0	$0
Julie Rae	Director	5.00	Director	$0	$0	$0
Jim Reilly	Director	5.00	Director	$0	$0	$0
Julie Phan Rose	Director	5.00	Director	$0	$0	$0
Kathy Sauve	Director	5.00	Director	$0	$0	$0
Kay Thomson	Executive Director	40.00	Officer	$106,000	$0	$106,000

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	No data	No data	No data	No data
2024	$953,366	$771,055	$2,267,214	$182,311
2023	$887,261	$517,599	$2,091,112	$369,662
2022	$789,745	$394,089	$1,718,252	$395,656
2021	$626,570	$315,264	$1,324,721	$311,306
2020	$175,941	$260,775	$1,050,915	$-84,834
2019	$542,193	$265,957	$1,098,249	$276,236
2018	$122,341	$211,644	$823,105	$-89,303

British American Foundation of Texas