THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS INC (EIN 521654821) - 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

1989

Legal Domicile

Principal Officer

PETER HILL

Phone

6468670994

Tax Period

2024-01-01 to 2024-12-31

THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS INC, founded in 1989, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $568K, a strong 21% operating margin.

Mission

TO PROMOTE EDUCATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,681,102

Program Service Revenue $0

Investment Income $36,584

Other Revenue $0

TOTAL REVENUE $2,717,686

Expense Breakdown

Grants Paid $2,104,241

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,104,241

Other Expenses $45,418

TOTAL EXPENSES $2,149,659

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,717,686	$1,382,077	+1.0%
Expenses	$2,149,659	$169,114	+11.7%
Net Income	$568,027	$1,212,963	-0.5%

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
STEPHEN ALLEN	DIRECTOR	0.50	Director	$0	$0	$0
AMIR KANJI	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE CALVERT	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD J F ORTOLI	DIRECTOR	0.50	Director	$0	$0	$0
PETER CHENEY	DIRECTOR	0.50	Director	$0	$0	$0
PETER HILL	DIRECTOR / PRESIDENT	0.50	Officer Director	$0	$0	$0
JAYNE GLENNON	SECRETARY/TREASURER	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
2024	$2,717,686	$2,149,659	$2,722,686	$568,027
2023	$1,382,077	$169,114	$2,154,653	$1,212,963
2022	$885,276	$2,495,373	$937,801	$-1,610,097
2021	$2,628,902	$517,878	$2,623,012	$2,111,024
2020	$451,682	$958,850	$511,979	$-507,168
2019	$955,329	$508,081	$1,027,937	$447,248
2018	$715,396	$1,049,553	$588,513	$-334,157

THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS INC