NORTH AMERICAN OFFICE - UNIVERSITY OF EDINBURGH INC (EIN 521263286) - 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

1982

Legal Domicile

Principal Officer

ALAN MACKAY

Phone

2123323462

Tax Period

2020-08-01 to 2021-07-31

NORTH AMERICAN OFFICE - UNIVERSITY OF EDINBURGH INC, founded in 1982, is a small nonprofit in the Education sector that reported $289K in total revenue in fiscal year 2020. Revenue surged 112% from the prior year, signaling strong growth momentum.

Mission

TO STRENGTHEN TIES BETWEEN THE UNIVERSITY OF EDINBURGH, AN INSTITUTION OF HIGHER EDUCATION LOCATED IN EDINBURGH, SCOTLAND, UK, AND ALUMNI, STUDENTS, PARTNERS AND FRIENDS IN THE USA AND CANADA.

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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 (2020)

Revenue Breakdown

Contributions & Grants $284,678

Program Service Revenue $0

Investment Income $0

Other Revenue $3,900

TOTAL REVENUE $288,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,954

Fundraising Expenses $0

Other Expenses $124,272

TOTAL EXPENSES $288,226

Year-over-Year Comparison

	2020	2019	Change
Revenue	$288,578	$136,295	+1.1%
Expenses	$288,226	$358,919	-0.2%
Net Income	$352	$-222,624	-1.0%

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
ALLAN ROONEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM HUNTER	TREASURER	1.00	Officer Director	$0	$0	$0
GAURAV MSINGH	DIRECTOR	1.00	Director	$0	$0	$0
FRANK COGLIANO	DIRECTOR	1.00	Director	$0	$0	$0
ALAN MACKAY	PRESIDENT	1.00	Officer	$0	$0	$0
GRANT SPENCE	DIRECTOR,	1.00	Officer	$0	$0	$0
MIKAELA SPENCER	ASSISTANT SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2021	$288,578	$288,226	$18,117	$352

NORTH AMERICAN OFFICE - UNIVERSITY OF EDINBURGH INC