SHERRI GILKERSON MEMORIAL FOUNDATION (EIN 921436515) - 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

2022

Legal Domicile

Principal Officer

DEBORAH HOTALING

Phone

4802501965

Tax Period

2023-01-01 to 2023-12-31

SHERRI GILKERSON MEMORIAL FOUNDATION, founded in 2022, is a small nonprofit in the Education sector that reported $209K in total revenue in fiscal year 2023. The organization ran a surplus of $159K, a strong 76% operating margin.

Mission

THE ORGANIZATION SEEKS TO ENRICH YOUTH THROUGH THE OPPORTUNITIES OF EDUCATION AND (SEE SCHEDULE O) SPORT, SPECIFICALLY HORSEMANSHIP AND COMPETITIONS.

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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 $206,790

Program Service Revenue $0

Investment Income $1,951

Other Revenue $0

TOTAL REVENUE $208,741

Expense Breakdown

Grants Paid $35,320

Salaries & Benefits $0

Fundraising Expenses $661

Program Expenses $41,092

Other Expenses $14,842

TOTAL EXPENSES $50,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,741	N/A	N/A
Expenses	$50,162	N/A	N/A
Net Income	$158,579	$0	N/A

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
MARGARET GREEN	BOARD MEMBER AS OF 3-2023	1.00	Director	$0	$0	$0
MICHAEL DOUD	BOARD MEMBER AS OF 3-2023	1.00	Director	$0	$0	$0
LESLIE WRIGHT	BOARD MEMBER AS OF 3-2023	1.00	Director	$0	$0	$0
GUSTI BUERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA HAMPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA MARS	BOARD MEMBER	4.00	Director	$0	$0	$0
JULIE HODGE	SECRETARY	1.00	Officer Director	$0	$0	$0
CYNTHIA MACDONALD SINGER	VICE PRESIDENT & VICE TREASURER	4.00	Officer Director	$0	$0	$0
DEBORAH HOTALING	PRESIDENT & TREASURER	8.00	Officer 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
2023	$208,741	$50,162	$158,579	$158,579

SHERRI GILKERSON MEMORIAL FOUNDATION