LONGWOOD UNIVERSITY REAL ESTATE FOUNDATION (EIN 201612906) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

LORI BLACKWOOD

Phone

4343952086

Tax Period

2023-01-01 to 2023-12-31

LONGWOOD UNIVERSITY REAL ESTATE FOUNDATION, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $15.6M in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE FOUNDATION IS TO ACQUIRE, DEVELOP, FINANCE, LEASE, HOLD, OPERATE, MANAGE AND DISPOSE OF REAL PROPERTY ASSETS AND INTERESTS FOR LONGWOOD UNIVERSITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,308,875

Program Service Revenue $26,688,925

Investment Income $1,659,323

Other Revenue $-7,940

TOTAL REVENUE $29,649,183

Expense Breakdown

Grants Paid $5,270,000

Salaries & Benefits $319,355

Fundraising Expenses $13,198

Program Expenses $36,229,727

Other Expenses $31,057,854

TOTAL EXPENSES $36,647,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,649,183	$26,239,174	+0.1%
Expenses	$36,647,209	$32,329,399	+0.1%
Net Income	$-6,998,026	$-6,090,225	+0.1%

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

Employees

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

$85,978

Total Directors

$171,478

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI BLACKWOOD	EXECUTIVE DI	40.00	Officer Director	$0	$23,201	$85,978
LOUISE W WALLER	DIRECTOR	15.00	Director	$85,500	$0	$85,500
TROY S AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE D EPPERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A EVANS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FIEGE	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY HODGES	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY F FAWCETT II	DIRECTOR	1.00	Director	$0	$0	$0
JOHN W DANIEL II	PRESIDENT	2.00	Officer Director	$0	$0	$0
W TAYLOR REVELEY IV	DIRECTOR	1.00	Director	$0	$0	$0
MATT MCGREGOR	DIRECTOR	1.00	Director	$0	$0	$0
E DUFFY MYRTETUS	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY SWINSON	DIRECTOR	1.00	Director	$0	$0	$0
LUCIA ANNA PIA TRIGIANI	DIRECTOR	1.00	Director	$0	$0	$0
HUNTER WATSON	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI MOORE	SECRETARY	40.00	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	$29,649,183	$36,647,209	$301,484,487	$-6,998,026
2022	$26,239,174	$32,329,399	$314,213,989	$-6,090,225
2021	$31,911,007	$30,440,034	$322,438,396	$1,470,973
2020	$29,646,672	$26,576,229	$272,226,716	$3,070,443
2019	$22,213,163	$21,274,244	$243,760,552	$938,919
2018	$15,629,631	$16,146,006	$350,893,618	$-516,375

LONGWOOD UNIVERSITY REAL ESTATE FOUNDATION