WILLIAM J CHAMBLISS III TRUST UNDER (EIN 626230194) - 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

2003

Legal Domicile

Phone

8595764636

Tax Period

2024-01-01 to 2024-12-31

WILLIAM J CHAMBLISS III TRUST UNDER, founded in 2003, is a micro nonprofit in the Mutual Benefit sector that reported $8K in total revenue in fiscal year 2024. Revenue surged 298% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 64% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE MAINTENANCE OF CEMETERIES AND TOMBSTONES.

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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 $8,071

Other Revenue $0

TOTAL REVENUE $8,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,863

Fundraising Expenses $0

Program Expenses $2,907

Other Expenses $44

TOTAL EXPENSES $2,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,071	$2,029	+3.0%
Expenses	$2,907	$6,877	-0.6%
Net Income	$5,164	$-4,848	-2.1%

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

N/A

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
FIFTH THIRD BANK NA	DIRECTOR	1.00		$1,969	$0	$1,969
TRUIST BANK	DIRECTOR	1.00		$894	$0	$894
ANN CHAMBLISS	DIRECTOR	0.00	Director	$0	$0	$0
JAMES CHAMBLISS	DIRECTOR	0.00	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
2024	$8,071	$2,907	$289,821	$5,164
2023	$2,029	$6,877	$252,050	$-4,848
2022	$9,945	$5,484	$256,939	$4,461
2021	$22,905	$5,178	$252,512	$17,727
2020	$21,888	$5,442	$234,699	$16,446

WILLIAM J CHAMBLISS III TRUST UNDER