COMMUNITY FOUNDATION REALTY INC (EIN 204265927) - 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

2006

Legal Domicile

Principal Officer

Edmund Giering IV

Phone

2253876126

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION REALTY INC, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $3K in total revenue in fiscal year 2023. The organization ran a surplus of $1K, a strong 30% operating margin.

Mission

To carry out the purpose of the Baton Rouge Area Foundation, specifically with respect to the acquisition, development, management and disposition of real estate assets.

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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 $3,440

Program Service Revenue $0

Investment Income $23

Other Revenue $0

TOTAL REVENUE $3,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,712

Other Expenses $2,433

TOTAL EXPENSES $2,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,463	N/A	N/A
Expenses	$2,433	$4,630	-0.5%
Net Income	$1,030	$-4,630	-1.2%

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

$295,738

Total Directors

$295,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edmund J Giering IV	President/Director	3	Officer Director	$0	$71,626	$295,738
John B Noland Jr	Secretary/Treasurer/Director	1	Officer Director	$0	$0	$0
Annette D Barton	Director	1	Director	$0	$0	$0
Matthew G McKay	Director	1	Director	$0	$0	$0
Ryland Percy III	Director	1	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	No data	No data	No data	No data
2023	$3,463	$2,433	$801,938	$1,030
2022	No data	$4,630	$800,202	No data
2021	$4	$63,795	$801,017	$-63,791
2020	$20,911	$5,780	$874,130	$15,131

COMMUNITY FOUNDATION REALTY INC