THE AMERICAN-SCOTTISH FOUNDATION INC (EIN 237007452) - 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

1955

Legal Domicile

Phone

9294999025

Tax Period

2023-01-01 to 2023-12-31

THE AMERICAN-SCOTTISH FOUNDATION INC, founded in 1955, is a small nonprofit that reported $347K in total revenue in fiscal year 2023.

Mission

To strengthen and support the future of the Scottish American community, its heritage and cultural legacy through the pursuit of contemporary social, cultural, educational and business activities.

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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 $336,184

Program Service Revenue $0

Investment Income $7

Other Revenue $10,650

TOTAL REVENUE $346,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,600

Fundraising Expenses $115,960

Program Expenses $189,635

Other Expenses $312,079

TOTAL EXPENSES $375,679

Year-over-Year Comparison

	2023	2022	Change
Revenue	$346,841	N/A	N/A
Expenses	$375,679	N/A	N/A
Net Income	$-28,838	N/A	N/A

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

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

$63,600

Total Directors

$63,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH DONNELLY	CHAIRMAN	4.00	Officer Director	$0	$0	$0
ROBERT THOMPSON	TREASURER	4.00	Officer Director	$0	$0	$0
CAMILLA HELLMAN	PRESIDENT	35.00	Officer Director	$63,600	$0	$63,600
CHELSEA CHATEAUVERT	DIRECTOR	2.00	Director	$0	$0	$0
WENDY McEWAN	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN SMITH	DIRECTOR	8.00	Director	$0	$0	$0
ELIZABETH DE FOREST SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KINNEAR	VICE CHAIR	4.00	Officer Director	$0	$0	$0
DAVID DISI	DIRECTOR	4.00	Director	$0	$0	$0
OLIVIA McLAREN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL A REID	DIRECTOR	10.00	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
2024	No data	No data	No data	No data
2023	$346,841	$375,679	$194,540	$-28,838
2022	$298,395	$349,613	$148,109	$-51,218
2021	$283,819	$291,871	$137,129	$-8,052
2020	$238,173	$251,459	$145,029	$-13,286
2019	$406,537	$367,953	No data	$38,584
2018	$253,853	$329,389	$60,010	$-75,536

THE AMERICAN-SCOTTISH FOUNDATION INC