GALLIARD FAMILY BUSINESS ADVISOR I… - Form 990 Financial Data

🔒

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

2016

Legal Domicile

Principal Officer

RUTH E STEWART

Phone

5855066505

Tax Period

2021-01-01 to 2021-12-31

GALLIARD FAMILY BUSINESS ADVISOR INSTITUTE INC, founded in 2016, is a micro nonprofit that reported $11K in total revenue in fiscal year 2021. Revenue decreased 10% compared to the prior year. Expenses of $13K exceeded revenue, resulting in a 18% operating deficit.

Mission

PUBLIC INFORMATION, EDUCATION AND TRAINING FOR SALES AND SALE SERVICES.

Program Service Accomplishments

Program 1

PUBLIC INFORMATION, EDUCATION AND TRAINING SERVICES AND INFORMATION TRAINING MEETINGS.

Program 2

Expenses: $8,945

PRESENTATION TO THE PUBLIC FOR THE TRAINING OF SALES AND SALE SERVICES.

Program 3

Expenses: $4,082

OFFICE EXPENSE, LEGAL & ACCOUNTING

🔒

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 (2021)

Revenue Breakdown

Contributions & Grants $10,990

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $10,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,027

Other Expenses $13,027

TOTAL EXPENSES $13,027

Year-over-Year Comparison

	2021	2020	Change
Revenue	$10,994	$12,184	-0.1%
Expenses	$13,027	$26,331	-0.5%
Net Income	$-2,033	$-14,147	-0.9%

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
RUTH E STEWART	PRESIDENT	2.00	Officer	$0	$0	$0
MELISSA KELLY-MCCABE	TREASURER	1.00	Officer	$0	$0	$0
PATRICIA LOVE	SECRETARY	2.00	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
2021	$10,994	$13,027	No data	$-2,033
2020	$12,184	$26,331	$2,033	$-14,147
2019	$26,185	$35,489	$16,180	$-9,304
2018	$39,318	$35,985	$25,484	$3,333

GALLIARD FAMILY BUSINESS ADVISOR INSTITUTE INC