Center of Excellence Properties Fund (EIN 261302567) - 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

2007

Legal Domicile

Principal Officer

Sophie Goldschmidt

Phone

4356499090

Tax Period

2024-05-01 to 2025-04-30

Center of Excellence Properties Fund, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $2.3M in total revenue in fiscal year 2024.

Mission

Support the development, education, training, and competition of athletes

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,196,000

Investment Income $70,066

Other Revenue $0

TOTAL REVENUE $2,266,066

Expense Breakdown

Grants Paid $900,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,927,245

Other Expenses $1,298,088

TOTAL EXPENSES $2,198,088

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,266,066	$2,253,275	+0.0%
Expenses	$2,198,088	$2,217,555	0.0%
Net Income	$67,978	$35,720	+0.9%

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

$1,580,589

Total Directors

$381,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brooke McAffee	CFO/ Secretary-Treasurer	2.00	Officer Director	$18,559	$10,345	$381,539
Kipp Nelson	Board Chair	1.00	Officer Director	$0	$0	$0
Steve Strandberg	Vice Chair	1.00	Officer Director	$0	$0	$0
Sophie Goldschmidt	Chief Executive Officer	1.00	Officer	$29,312	$26,565	$1,199,050

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
2025	$2,266,066	$2,198,088	$15,829,824	$67,978
2024	$2,253,275	$2,217,555	$16,118,593	$35,720
2023	$2,196,790	$2,179,595	$16,465,889	$17,195
2022	$2,196,000	$2,022,116	$16,676,894	$173,884
2021	$2,196,000	$2,060,839	$16,754,072	$135,161
2020	$2,205,652	$2,565,741	$17,342,847	$-360,089
2019	$2,207,568	$2,610,179	$18,372,998	$-402,611

Center of Excellence Properties Fund