BRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC (EIN 136161189) - 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

1961

Legal Domicile

Principal Officer

DAVID LIPSON

Phone

9147771644

Tax Period

2025-01-01 to 2025-12-31

BRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC, founded in 1961, is a mid-sized nonprofit in the International Affairs sector that reported $28.0M in total revenue in fiscal year 2025. Revenue surged 83% from the prior year, signaling strong growth momentum. Expenses of $23.9M left a modest 15% surplus.

Mission

GENERAL ASSISTANCE TO BRITISH SCHOOLS AND UNIVERSITIES AND TO ASSIST BRITISH AND AMERICAN SCHOLARS AT BRITISH SCHOOLS AND UNIVERSITIES. IN THIS CAPACITY THE FOUNDATION MAKES DONATIONS TO UNIVERSITIES AND OTHER EDUCATIONAL, SCIENTIFIC OR LITERARY INSTITUTIONS TO PROMOTE,FOSTER AND ASSIST THE EDUCATIONAL AND ACADEMINC WORK OF BRITISH AND AMERICAN SCHOLARS.

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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 $27,844,448

Program Service Revenue $0

Investment Income $188,155

Other Revenue $0

TOTAL REVENUE $28,032,603

Expense Breakdown

Grants Paid $23,766,365

Salaries & Benefits $0

Fundraising Expenses $9,785

Program Expenses $23,775,982

Other Expenses $91,996

TOTAL EXPENSES $23,858,361

Year-over-Year Comparison

	2025	2024	Change
Revenue	$28,032,603	$15,338,164	+0.8%
Expenses	$23,858,361	$16,279,628	+0.5%
Net Income	$4,174,242	$-941,464	-5.4%

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
DAVID LIPSON	CHAIRMAN OF THE BOARD	0.00	Officer Director	$0	$0	$0
SARA KENDRICK MOOSE	SECRETARY	0.00	Officer Director	$0	$0	$0
PATRICK M RUSSELL	TREASURER	0.00	Officer Director	$0	$0	$0
JOHN G STILLER	VICE PRESIDENT INSTITUTION	0.00	Officer Director	$0	$0	$0
DANIEL O'DAY	VICE PRESIDENT SCHOLARSHIP	0.00	Officer Director	$0	$0	$0
ROBERT GARSON	VICE PRESIDENT & GENERAL C	0.00	Officer Director	$0	$0	$0
DAVID W WEBBER	VICE PRESIDENT COMMUNICATI	0.00	Officer Director	$0	$0	$0
REVEREND JAMES G CALLAWAY	DIRECTOR	0.00	Director	$0	$0	$0
MEG TOWLE	DIRECTOR	0.00	Director	$0	$0	$0
ROGER H MARTIN	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
MICHAEL A FINDLAY	DIRECTOR	0.00	Director	$0	$0	$0
JOHN W CURTIS	DIRECTOR	0.00	Director	$0	$0	$0
CHARLES S WHITMAN III	DIRECTOR	0.00	Director	$0	$0	$0
STEPHEN J STOREN	DIRECTOR	0.00	Director	$0	$0	$0
FARRAN BROWN	DIRECTOR	0.00	Director	$0	$0	$0
DAVID DRINKWATER	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL MOORE	DIRECTOR	0.00	Director	$0	$0	$0
JAMES H WHITCOMB JR	DIRECTOR	0.00	Director	$0	$0	$0
WILLIAM YOUNG	DIRECTOR	0.00	Director	$0	$0	$0
ANNE CHILES	DIRECTOR	0.00	Director	$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
2025	$28,032,603	$23,858,361	$8,837,374	$4,174,242
2024	No data	No data	No data	No data
2023	$17,639,365	$16,887,210	$13,527,104	$752,155
2022	$12,022,719	$11,657,401	$4,426,632	$365,318
2021	$13,471,425	$12,894,128	$4,352,409	$577,297
2020	$9,884,892	$10,212,089	$3,754,669	$-327,197
2019	$11,024,472	$12,036,272	$4,028,238	$-1,011,800
2018	$12,290,422	$11,204,598	$4,708,238	$1,085,824

BRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC