AMERICAN FRIENDS OF HERIOT-WATT UNIVERSITY (EIN 522114158) - 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

1998

Legal Domicile

Principal Officer

BRYAN MILTON

Phone

6468670994

Tax Period

2024-01-01 to 2024-12-31

AMERICAN FRIENDS OF HERIOT-WATT UNIVERSITY, founded in 1998, is a small nonprofit in the Education sector that reported $439K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $571K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO SUPPORT EDUCATIONAL PURPOSES.

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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 $438,060

Program Service Revenue $0

Investment Income $572

Other Revenue $0

TOTAL REVENUE $438,632

Expense Breakdown

Grants Paid $556,530

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $556,530

Other Expenses $14,720

TOTAL EXPENSES $571,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$438,632	$267,968	+0.6%
Expenses	$571,250	$84,500	+5.8%
Net Income	$-132,618	$183,468	-1.7%

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
BRYAN MILTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
UWEMEDIMO UKPONG	DIRECTOR	1.00	Director	$0	$0	$0
GORDON REID	DIRECTOR	1.00	Director	$0	$0	$0
NEIL DUFFIN	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN PRINGLE	TREASURER	1.00	Officer	$0	$0	$0
LYNSEY COCKBURN	ASST SECRETARY/ASST TREASURER	1.00	Officer	$0	$0	$0
RUTH O'HANLON	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
2024	$438,632	$571,250	$64,490	$-132,618
2023	$267,968	$84,500	$197,108	$183,468
2022	$497,521	$491,377	$13,640	$6,144
2021	$615,993	$610,432	$7,496	$5,561
2020	$266,460	$432,508	$1,935	$-166,048

AMERICAN FRIENDS OF HERIOT-WATT UNIVERSITY