GILLILAND FAMILY FUND INC (EIN 311695430) - 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

2000

Legal Domicile

Principal Officer

ROBERT M FOCKLER

Phone

9017284600

Tax Period

2024-05-01 to 2025-04-30

GILLILAND FAMILY FUND INC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.3M in total revenue in fiscal year 2024. Revenue surged 5394% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.2M, a strong 99% operating margin.

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 $9,116,479

Program Service Revenue $0

Investment Income $179,904

Other Revenue $0

TOTAL REVENUE $9,296,383

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,047

Other Expenses $68,205

TOTAL EXPENSES $69,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,296,383	$169,211	+53.9%
Expenses	$69,205	$260,289	-0.7%
Net Income	$9,227,178	$-91,078	-102.3%

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

$707,389

Total Directors

$1,038,807

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
BARBARA S MORA	SECRETARY/TREASURER	1.00	Officer Director	$0	$30,543	$252,193
VERONICA JAMISON	DIRECTOR	1.00	Director	$0	$34,012	$202,117
AMY BETH DUDLEY	DIRECTOR	1.00	Director	$0	$20,649	$129,301
KATHERINE G CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
LIZ GILLILAND	DIRECTOR	1.00	Director	$0	$0	$0
JAMES S GILLILAND JR	CHAIRMAN	1.00	Officer 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
2025	$9,296,383	$69,205	$10,840,100	$9,227,178
2024	$169,211	$260,289	$1,591,529	$-91,078
2023	$15,330	$223,520	$1,565,543	$-208,190
2022	$427,148	$498,662	$1,769,620	$-71,514
2021	$1,094,155	$395,333	$2,136,865	$698,822

GILLILAND FAMILY FUND INC