UNIVERSITY OF EDINBURGH USA DEVELOPMENT TRUST INC (EIN 521802057) - 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

1992

Legal Domicile

Principal Officer

ALLISON SCHRAGER

Phone

2123323464

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY OF EDINBURGH USA DEVELOPMENT TRUST INC, founded in 1992, is a community nonprofit in the International Affairs sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

SUPPORT AND ADVANCE THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE UNIVERSITY OF EDINBURGH

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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 $2,978,326

Program Service Revenue $0

Investment Income $11,078

Other Revenue $0

TOTAL REVENUE $2,989,404

Expense Breakdown

Grants Paid $2,970,774

Salaries & Benefits $0

Fundraising Expenses $984

Program Expenses $2,970,774

Other Expenses $18,630

TOTAL EXPENSES $2,989,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,989,404	$2,050,586	+0.5%
Expenses	$2,989,404	$1,152,599	+1.6%
Net Income	$0	$897,987	-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

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
ALLISON SCHRAGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
OLIVE DARRAGH	DIRECTOR & TREASURER	1.00	Officer Director	$0	$0	$0
ANNEILA SARGENT	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BEARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER EWAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GRAY	DIRECTOR	1.00	Director	$0	$0	$0
SIMON FENNELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LINNARTZ	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN FINDLAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID REITTER	DIRECTOR	1.00	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	$2,989,404	$2,989,404	$1,763,432	No data
2022	$2,050,586	$1,152,599	$1,785,014	$897,987
2021	$1,008,829	$2,276,488	$899,404	$-1,267,659
2020	$3,118,919	$1,701,828	$2,154,826	$1,417,091
2019	$911,502	$853,360	$891,207	$58,142
2018	$735,797	$1,136,081	$825,141	$-400,284

UNIVERSITY OF EDINBURGH USA DEVELOPMENT TRUST INC