BARROW FOUNDATION UK (EIN 311724184) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Principal Officer

LINDA HUNT

Phone

8009324687

Tax Period

2018-07-01 to 2019-06-30

BARROW FOUNDATION UK, founded in 1998, is a small nonprofit in the Health Care sector that reported $244K in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. Expenses of $272K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SUPPORT THE CHARITABLE WORK OF ST. JOSEPH'S HOSPITAL AND MEDICAL CENTER, (CONT'D ON SCH O) INCLUDING SUPPORTING THE CLINICAL SERVICES AT BARROW NEUROLOGICAL INSTITUTE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $61,757

Program Service Revenue $0

Investment Income $182,684

Other Revenue $0

TOTAL REVENUE $244,441

Expense Breakdown

Grants Paid $184,104

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,104

Other Expenses $87,671

TOTAL EXPENSES $271,775

Year-over-Year Comparison

	2018	2017	Change
Revenue	$244,441	$267,781	-0.1%
Expenses	$271,775	$299,124	-0.1%
Net Income	$-27,334	$-31,343	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,498,503

Total Directors

$1,869,348

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YO YO ALLALOUF	TRUSTEE	1.00	Director	$0	$0	$0
MARY JANE CHRIST	TRUSTEE	1.00	Director	$0	$0	$0
TRISH MALLOCH-BROWN	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS PRIESTLY	TRUSTEE	1.00	Director	$0	$0	$0
SIMON THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
TOM BIBLE	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA HUNT	CHAIR	1.00	Officer Director	$0	$185,129	$1,869,348
PETER D WATSON	CFO	1.00	Officer	$0	$73,074	$629,155
JUDITH BERESFORD	CEO	20.00	Officer	$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
2019	$244,441	$271,775	$3,974,702	$-27,334
2018	$267,781	$299,124	$3,874,720	$-31,343

BARROW FOUNDATION UK