THE DUNAVANT FOUNDATION

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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

1983

Legal Domicile

Principal Officer

ROBERT M FOCKLER

Phone

9017284600

Tax Period

2024-05-01 to 2025-04-30

THE DUNAVANT FOUNDATION, founded in 1983, is a micro nonprofit that reported $55K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $184K exceeded revenue, resulting in a 234% 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.

Program Service Accomplishments

Program 1

Expenses: $181,000

THE FOUNDATION'S ONLY PROGRAM IS TO ACCEPT PROPERTY FOR USE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES PRIMARILY IN AND FOR THE BENEFIT OF MEMPHIS AND SHELBY...

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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 $55,053

Other Revenue $0

TOTAL REVENUE $55,053

Expense Breakdown

Grants Paid $157,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,000

Other Expenses $27,141

TOTAL EXPENSES $184,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,053	$125,269	-0.6%
Expenses	$184,141	$2,273,359	-0.9%
Net Income	$-129,088	$-2,148,090	-0.9%

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

$881,055

Total Directors

$707,389

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	1.00	Officer Director	$0	$30,543	$252,193
J MARTIN REGAN JR	DIRECTOR	1.00	Director	$0	$0	$0
KELLI DUNAVANT	DIRECTOR	1.00	Director	$0	$0	$0
TOMMIE SMITH DUNAVANT	CHAIR	1.00	Officer Director	$0	$0	$0
GARY ZWIERZYNSKI	TREASURER	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	$55,053	$184,141	$1,644,059	$-129,088
2024	$125,269	$2,273,359	$1,773,147	$-2,148,090
2023	$5,251,810	$21,523,284	$3,922,212	$-16,271,474
2022	$11,785,246	$140,048	$24,464,247	$11,645,198
2021	$103,275	$454,566	$9,289,730	$-351,291