GREG DOLLGENER MEMORIAL AIDS FUND INC (EIN 752643735) - 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

1996

Legal Domicile

Principal Officer

BARRY ROBERTSON

Tax Period

2023-01-01 to 2023-12-31

GREG DOLLGENER MEMORIAL AIDS FUND INC, founded in 1996, is a small nonprofit in the Health Care sector that reported $225K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $248K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDE EMERGENCY FUNDS FOR CRITICAL TEMPORARY NEEDS OF HIV INFECTED PERSONS. BENEFICIARIES ARE IDENTIFIED BY OTHER NOT FOR PROFIT ORGANIZATIONS.

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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 $221,479

Program Service Revenue $0

Investment Income $3,237

Other Revenue $0

TOTAL REVENUE $224,716

Expense Breakdown

Grants Paid $162,514

Salaries & Benefits $0

Fundraising Expenses $83,104

Program Expenses $162,514

Other Expenses $85,831

TOTAL EXPENSES $248,345

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,716	$259,043	-0.1%
Expenses	$248,345	$204,814	+0.2%
Net Income	$-23,629	$54,229	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY ROX	DIRECTOR	3.00	Director	$0	$0	$0
PAUL YOUNG	DIRECTOR	3.00	Director	$0	$0	$0
GREG WALLACE	DIRECTOR	3.00	Director	$0	$0	$0
GARY SISTO	DIRECTOR	3.00	Director	$0	$0	$0
DAWN SHULTS	DIRECTOR	3.00	Director	$0	$0	$0
JIM NEWTON	CO TREASURER	3.00	Officer	$0	$0	$0
MICHAEL SCREWS	SECRETARY	3.00	Officer	$0	$0	$0
BARRY ROBERTSON	PRESIDENT	3.00	Officer	$0	$0	$0
DAVID HEARN	CO TREASURER	3.00	Officer	$0	$0	$0
DORIS NEWTON	ASSISTANCE COORDINATOR	3.00	Officer	$0	$0	$0
ANTHONY EXUM	VICE PRESIDENT	3.00	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	No data	No data	No data	No data
2023	$224,716	$248,345	$207,517	$-23,629
2022	$259,043	$204,814	$231,146	$54,229
2021	$133,869	$79,391	$176,917	$54,478
2020	$116,046	$112,269	$126,839	$3,777
2019	$203,327	$236,404	$116,122	$-33,077
2018	$202,055	$184,217	$148,699	$17,838

GREG DOLLGENER MEMORIAL AIDS FUND INC