APPALACHIAN REAL ESTATE HOLDINGS I… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

GEOFFREY L GRAHAM

Phone

8282622341

Tax Period

2019-07-01 to 2020-06-30

APPALACHIAN REAL ESTATE HOLDINGS INC, founded in 2009, is a micro nonprofit that reported $15K in total revenue in fiscal year 2019. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 40% operating margin.

Mission

THE MISSION OF APPALACHIAN REAL ESTATE HOLDINGS, INC. IS TO FURTHER THE EDUCATIONAL PURPOSES OF APPALACHIAN STATE UNIVERSITY ("THE UNIVERSITY") OR THE CHARITABLE PURPOSES OF THE APPALACHIAN STATE UNIVERSITY FOUNDATION, INC.; TO ACQUIRE (CONTINUED ON SCHEDULE O) (CONTINUED FROM PAGE 2)(BY PURCHASE,GIFT, DEVISE, OR OTHERWISE), OWN, DEVELOP, LEASE, MANAGE, OPERATE AND SELL, AND OTHERWISE TO EXERCISE ANY AND ALL RIGHTS OF OWNERSHIP WITH RESPECT TO, REAL ESTATE AND INTERESTS IN REAL ESTATE FOR THE BENEFIT OF THE UNIVERSITY (OR ANY OF THE UNIVERSITY'S AFFILIATED ORGANIZATIONS), AND TO CONDUCT SUCH ACTIVITIES DIRECTLY OR INDIRECTLY THROUGH SUBSIDIARIES; AND TO DO ANY AND ALL ACTS AND THINGS THAT ARE CONSISTENT WITH THE PURPOSES STATED ABOVE AND THAT MAY BE DEEMED DESIRABLE OR EXPEDIENT FOR THE BENEFIT OF THE UNIVERSITY, ITS PROGRAMS AND ITS FACULTY, STAFF AND STUDENTS.

Program Service Accomplishments

Program 1

THE ORGANIZATION DOES NOT ENGAGE IN PROGRAM SERVICES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $6,600

Program Service Revenue $0

Investment Income $0

Other Revenue $8,151

TOTAL REVENUE $14,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,846

TOTAL EXPENSES $8,846

Year-over-Year Comparison

	2019	2018	Change
Revenue	$14,751	$6,464	+1.3%
Expenses	$8,846	$8,575	+0.0%
Net Income	$5,905	$-2,111	-3.8%

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

$574,980

Total Directors

$850,746

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIVIAN L JONES	CHAIR	0.40	Officer Director	$0	$0	$0
DONNA S FIORI	VICE CHAIR/TREASURER	0.20	Officer Director	$0	$0	$0
RANDY K EDWARDS	SECRETARY	0.40	Officer Director	$0	$65,807	$307,688
JANE BARGHOTHI	SECRETARY	0.40	Officer Director	$0	$23,115	$124,280
CHESTER F ALLEN	BOARD MEMBER	0.20	Director	$0	$0	$0
FAIRLEY BELL COOK	BOARD MEMBER	0.20	Director	$0	$0	$0
JOHN M BLACKBURN	BOARD MEMBER	0.20	Director	$0	$0	$0
PAUL D FORTE	BOARD MEMBER	0.20	Director	$0	$67,122	$305,445
NICK W KATERS	BOARD MEMBER	0.20	Director	$0	$0	$113,333
GEOFFREY L GRAHAM	EXECUTIVE DIRECTOR	5.00	Officer	$0	$6,537	$143,012

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
2020	$14,751	$8,846	$517,912	$5,905
2020	$4,128	$506,929	No data	$-502,801
2019	$6,464	$8,575	$512,046	$-2,111

APPALACHIAN REAL ESTATE HOLDINGS INC