THE ANNA FREUD CENTRE (EIN 136167146) - 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

1940

Legal Domicile

Principal Officer

PROF PETER FONAGY

Phone

7186402840

Tax Period

2023-09-01 to 2024-08-31

THE ANNA FREUD CENTRE, founded in 1940, is a mid-sized nonprofit in the Mental Health sector that reported $38.4M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

EDUCATIONAL PSYCHOANALYSIS

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,689,808

Program Service Revenue $32,769,386

Investment Income $194,945

Other Revenue $734,590

TOTAL REVENUE $38,388,729

Expense Breakdown

Grants Paid $36,058,808

Salaries & Benefits $0

Fundraising Expenses $706,981

Program Expenses $36,058,808

Other Expenses $1,764,397

TOTAL EXPENSES $37,823,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,388,729	$31,215,632	+0.2%
Expenses	$37,823,205	$33,486,155	+0.1%
Net Income	$565,524	$-2,270,523	-1.2%

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
PROF PETER FONAGY PHD DIP PSY FBA	CHIEF EXECUTIVE	10.00	Officer Director	$0	$0	$0
ROS BISMEAD BA	CHIEF OPERATING OFFICER	10.00	Officer Director	$0	$0	$0
HON MICHAEL SAMUEL	CHAIR OF THE BOARD	10.00	Officer Director	$0	$0	$0
PROFESSOR LINDA MAYES MD	TRUSTEE	10.00	Director	$0	$0	$0
MR PETER OPPENHEIMER	TRUSTEE	10.00	Director	$0	$0	$0
MR DOMINIC SHORTHOUSE	TRUSTEE/DEPUTY CHAIR	10.00	Officer Director	$0	$0	$0
MR DANIEL PELTZ	TRUSTEE/TREASURER	10.00	Officer Director	$0	$0	$0
MS MARJORIE JAMES	CHIEF PEOPLE OFFICER	10.00	Officer Director	$0	$0	$0
CHRISTINE KANU	CHIEF FINANCAL OFFICER	10.00	Officer Director	$0	$0	$0
MS CATHERINE BEDFORD	TRUSTEE	10.00	Director	$0	$0	$0
MS SARAH WOOD	TRUSTEE	10.00	Director	$0	$0	$0
MS PAMELA HUTCHINSON	TRUSTEE	10.00	Director	$0	$0	$0
PROF STEPHEN PILLING	TRUSTEE	10.00	Director	$0	$0	$0
MS TORI CADAGAN	TRUSTEE	10.00	Director	$0	$0	$0
MR ANDREW EVANS	TRUSTEE	10.00	Director	$0	$0	$0
MS ANNE-MARIE KAMDAR	TRUSTEE	10.00	Director	$0	$0	$0
MS ANTONIA COWDRY	TRUSTEE	10.00	Director	$0	$0	$0
PROF EAMON MCCRORY	CHIEF EXECUTIVE	10.00	Officer Director	$0	$0	$0
DAVID FOWLER	CFO AND CO SECRETARY	10.00	Officer Director	$0	$0	$0
PROF JESSICA DEIGHTON	APPLIED RESEARCH DIRECTOR	10.00	Officer Director	$0	$0	$0
JAMES SMITH	SCHOOLS DIRECTOR	10.00	Officer Director	$0	$0	$0
CLAIR EVANS	EDUCATION DIRECTOR	10.00	Officer Director	$0	$0	$0
DR DICKON BEVINGTON	MEDICASL DIRECTOR	10.00	Officer 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
2024	$38,388,729	$37,823,205	$61,605,714	$565,524
2023	$31,215,632	$33,486,155	$61,176,842	$-2,270,523
2022	$22,135,015	$20,802,294	$47,817,210	$1,332,721
2022	$25,339,710	$24,069,975	$55,328,465	$1,269,735
2021	$23,211,727	$23,983,062	$61,886,244	$-771,335
2020	$23,164,814	$24,572,534	$63,821,800	$-1,407,720
2019	$19,677,406	$19,410,176	$54,080,106	$267,230
2018	$23,239,760	$17,670,046	$53,723,256	$5,569,714

THE ANNA FREUD CENTRE