SIR HAROLD ACTON CHARITABLE TRUST (EIN 137050560) - 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

1996

Legal Domicile

Principal Officer

MARTIN DORPH

Phone

2129982955

Tax Period

2023-01-01 to 2023-12-31

SIR HAROLD ACTON CHARITABLE TRUST, founded in 1996, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 54% operating margin.

Mission

THE ACTIVITIES OF THE TRUST CONSIST OF THE MANAGEMENT OF TRUST ASSETS AND THE DISTRIBUTION OF THE TRUST INCOME TO NEW YORK UNIVERSITY, TO BE USED SPECIFICALLY FOR THE MAINTENANCE AND SUPPORT OF THE UNIVERSITY'S CAMPUS IN FLORENCE, ITALY.

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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 $0

Program Service Revenue $0

Investment Income $2,542,118

Other Revenue $0

TOTAL REVENUE $2,542,118

Expense Breakdown

Grants Paid $1,098,875

Salaries & Benefits $33,161

Fundraising Expenses $0

Program Expenses $1,098,875

Other Expenses $48,589

TOTAL EXPENSES $1,180,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,542,118	$1,786,365	+0.4%
Expenses	$1,180,625	$1,165,427	+0.0%
Net Income	$1,361,493	$620,938	+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

N/A

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

$2,977,225

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA SCAVETTA	CO-TRUSTEE	N/A	Director	$33,161	$0	$163,708
MARTIN DORPH	CO-TRUSTEE	N/A	Director	$0	$364,389	$1,375,650
LINDA MILLS	CO-TRUSTEE	N/A	Director	$0	$153,408	$1,437,867

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	No data	No data	No data	No data
2023	$2,542,118	$1,180,625	$25,759,496	$1,361,493
2022	$1,786,365	$1,165,427	$24,400,060	$620,938
2021	$2,432,285	$1,129,597	$23,779,383	$1,302,688
2020	$945,501	$1,073,326	$22,476,695	$-127,825

SIR HAROLD ACTON CHARITABLE TRUST