UNIVERSITY OF BATH FOUNDATION LTD (EIN 521874654) - 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

1993

Legal Domicile

Principal Officer

PROF PHIL TAYLOR

Phone

6468670994

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY OF BATH FOUNDATION LTD, founded in 1993, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

TO SUPPORT 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 $1,196,749

Program Service Revenue $0

Investment Income $8,371

Other Revenue $0

TOTAL REVENUE $1,205,120

Expense Breakdown

Grants Paid $1,276,110

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,276,110

Other Expenses $29,251

TOTAL EXPENSES $1,305,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,205,120	$1,247,249	0.0%
Expenses	$1,305,361	$920,086	+0.4%
Net Income	$-100,241	$327,163	-1.3%

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
MAT ROSSWOOD	DIRECTOR	0.50	Director	$0	$0	$0
ROBIN HAYES	DIRECTOR	0.50	Director	$0	$0	$0
GOWRI CAVALE	DIRECTOR	0.50	Director	$0	$0	$0
MARK ANZANI	DIRECTOR	0.50	Director	$0	$0	$0
MIKE ASHWORTH	DIRECTOR	0.50	Director	$0	$0	$0
DOROTHY MCALEER	DIRECTOR	0.50	Director	$0	$0	$0
GARY LILLEY	DIRECTOR	0.50	Director	$0	$0	$0
PROF IAN WHITE	RESIGNED '24	0.00	Officer	$0	$0	$0
MARTIN WILLIAMS	TREASURER	1.00	Officer	$0	$0	$0
GORDON COX	SECRETARY	1.00	Officer	$0	$0	$0
KAREN TEAGUE	RESIGNED '24	0.00	Officer	$0	$0	$0
PROF PHIL TAYLOR	PRESIDENT	0.50	Officer	$0	$0	$0
LAURA UNDERWOOD	ASST SECRETARY	1.00	Officer	$0	$0	$0
HOLLY ANZANI	ASST 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	$1,205,120	$1,305,361	$555,652	$-100,241
2023	$1,247,249	$920,086	$655,770	$327,163
2021	$227,954	$246,764	$372,538	$-18,810

UNIVERSITY OF BATH FOUNDATION LTD