THE GILMOUR-JIRGENS FUND (EIN 383251051) - 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

1995

Legal Domicile

Principal Officer

ALLAN D GILMOUR

Phone

3139616675

Tax Period

2023-01-01 to 2023-12-31

THE GILMOUR-JIRGENS FUND, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $56K in total revenue in fiscal year 2023. Expenses of $196K exceeded revenue, resulting in a 253% operating deficit.

Mission

SUPPORTED CHARITABLE ORGANIZATIONS AND ACTIVITIES THROUGH THE AWARDING OF 46 GRANTS TO 38 DIFFERENT ORGANIZATIONS TOTALING $190,000.

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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 $0

Program Service Revenue $0

Investment Income $55,561

Other Revenue $0

TOTAL REVENUE $55,561

Expense Breakdown

Grants Paid $190,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,000

Other Expenses $6,000

TOTAL EXPENSES $196,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,561	$-16,983	-4.3%
Expenses	$196,000	$206,500	-0.1%
Net Income	$-140,439	$-223,483	-0.4%

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

$690,131

Total Directors

$690,131

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD L DEVORE	SECRETARY/TREASURER/DIRECTOR	0.50	Officer Director	$0	$51,905	$690,131
ALLAN D GILMOUR	CHAIR/PRESIDENT	0.50	Officer Director	$0	$0	$0
ERIC C JIRGENS	DIRECTOR	0.50	Director	$0	$0	$0
HENRY M GRIX	DIRECTOR	0.50	Director	$0	$0	$0
MARIAM C NOLAND	DIRECTOR	0.50	Director	$0	$0	$0
NANCY M SCHLICHTING	DIRECTOR	0.50	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	$55,561	$196,000	$1,655,531	$-140,439
2022	$-16,983	$206,500	$1,767,858	$-223,483
2021	$1,023,834	$218,150	$2,012,142	$805,684
2020	$37,159	$202,650	$1,232,285	$-165,491

THE GILMOUR-JIRGENS FUND