EDWARD J GALLAGHER JR FOUNDATION INC (EIN 521171984) - 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

1979

Legal Domicile

Principal Officer

DAVID STOKES

Phone

4108281960

Tax Period

2023-07-01 to 2024-06-30

EDWARD J GALLAGHER JR FOUNDATION INC, founded in 1979, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $575K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 90% operating deficit.

Mission

TO PROVIDE SUPPORT FOR THE FIVE NAMED PUBLIC CHARITIES IN THE LAST WILL AND TESTAMENT OF EDWARD J. GALLAGHER, JUNIOR

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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 $574,746

Other Revenue $0

TOTAL REVENUE $574,746

Expense Breakdown

Grants Paid $991,148

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $991,148

Other Expenses $98,394

TOTAL EXPENSES $1,089,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$574,746	$837,928	-0.3%
Expenses	$1,089,542	$182,224	+5.0%
Net Income	$-514,796	$655,704	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID STOKES	PRESIDENT / DIRECTOR	1.00	Officer Director	$0	$0	$0
STEVEN STOKES	VP / DIRECTOR	1.00	Officer Director	$0	$0	$0
AMANDA LOUNIBOS	SECRETARY / TREASURER / DI	1.00	Officer Director	$0	$0	$0
OLIVIA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ASMA NAEEM	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER WARNACK	DIRECTOR	1.00	Director	$0	$0	$0
GREG MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TOM CAPELONGA	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$574,746	$1,089,542	$15,465,434	$-514,796
2023	$837,928	$182,224	$15,980,230	$655,704
2022	$616,732	$321,019	$15,324,526	$295,713
2021	$739,031	$279,672	$15,028,813	$459,359
2020	$1,268,606	$390,237	$14,582,233	$878,369
2019	$808,961	$297,664	$13,740,441	$511,297
2018	$872,438	$278,681	$13,229,144	$593,757

EDWARD J GALLAGHER JR FOUNDATION INC