MEMPHIS-PLOUGH COMMUNITY FOUNDATION (EIN 237047899) - 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

1974

Legal Domicile

Principal Officer

ROBERT M FOCKLER

Phone

9017284600

Tax Period

2024-05-01 to 2025-04-30

MEMPHIS-PLOUGH COMMUNITY FOUNDATION, founded in 1974, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $74K in total revenue in fiscal year 2024. Expenses of $103K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. IN CARRYING OUT ITS CHARITABLE MISSION.

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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 $0

Program Service Revenue $0

Investment Income $74,310

Other Revenue $0

TOTAL REVENUE $74,310

Expense Breakdown

Grants Paid $72,963

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,114

Other Expenses $29,878

TOTAL EXPENSES $102,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,310	$77,873	0.0%
Expenses	$102,841	$99,558	+0.0%
Net Income	$-28,531	$-21,685	+0.3%

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

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

$628,862

Total Directors

$455,196

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT M FOCKLER	PRESIDENT	1.00	Officer Director	$0	$50,479	$455,196
JAY HEALY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT J QUINN	DIRECTOR	1.00	Director	$0	$0	$0
J KENNETH MARSTON	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY WEXLER	CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
J MARTIN REGAN JR	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY ZWIERZYNSKI	TREASURER START 9.3.24	1.00	Officer	$0	$27,261	$173,666

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	$74,310	$102,841	$1,919,860	$-28,531
2024	$77,873	$99,558	$1,846,258	$-21,685
2023	$15,182	$101,982	$1,756,509	$-86,800
2022	$182,673	$31,851	$1,832,279	$150,822
2021	$113,827	$96,880	$2,066,399	$16,947

MEMPHIS-PLOUGH COMMUNITY FOUNDATION