GAMMA TRUSTEES INC (EIN 586034908) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

ALAN MCRAE

Phone

7065497480

Tax Period

2024-01-01 to 2024-12-31

GAMMA TRUSTEES INC, founded in 1999, is a small nonprofit in the Education sector that reported $338K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $416K exceeded revenue, resulting in a 23% operating deficit.

Mission

HOUSING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,098

Program Service Revenue $336,980

Investment Income $0

Other Revenue $0

TOTAL REVENUE $338,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,205

Program Expenses $410,140

Other Expenses $410,140

TOTAL EXPENSES $416,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$338,078	$295,485	+0.1%
Expenses	$416,345	$436,641	0.0%
Net Income	$-78,267	$-141,156	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
JOEL L HARBER	BOARD MEMBER	N/A	Director	$0	$0	$0
FISKE HOPKINS	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN E DOWLEN JR	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVIS KNOX	BOARD MEMBER	N/A	Director	$0	$0	$0
MALCOLM H LILES	BOARD MEMBER	N/A	Director	$0	$0	$0
BRANFORD THOMPSON	BOARD MEMBER	N/A	Director	$0	$0	$0
CHARLES HOKE	PRESIDENT	2.00	Officer	$0	$0	$0
JOHN D JONES JR	SECRETARY	N/A	Officer	$0	$0	$0
ALAN MCRAE	CHAIRMAN	5.00	Officer	$0	$0	$0
ROBY L REDWINE	TREASURER	4.00	Officer	$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	$338,078	$416,345	$4,224,237	$-78,267
2023	$295,485	$436,641	$4,370,168	$-141,156
2022	$313,590	$400,655	$4,597,802	$-87,065
2021	$300,325	$408,749	$4,767,496	$-108,424
2020	$298,098	$391,882	$4,954,869	$-93,784
2019	$314,626	$395,721	$5,123,793	$-81,095
2018	$326,328	$393,503	$5,276,979	$-67,175

GAMMA TRUSTEES INC