AUGUSTA UNIVERSITY REAL ESTATE FOUNDATION INC (EIN 352310573) - 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

2008

Legal Domicile

Principal Officer

JODI COLLINS

Phone

7067213430

Tax Period

2024-07-01 to 2025-06-30

AUGUSTA UNIVERSITY REAL ESTATE FOUNDATION INC, founded in 2008, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 23% operating deficit.

Mission

AUGUSTA UNIVERSITY REAL ESTATE FOUNDATION, INC. (THE "FOUNDATION") IS ORGANIZED AND OPERATED FOR THE PURPOSE OF MANAGING REAL PROPERTY GIFTS AND OTHER REAL ESTATE INVESTMENTS TO SUPPORT THE EDUCATIONAL PURPOSES OF AUGUSTA UNIVERSITY.

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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 $3,930

Program Service Revenue $538,735

Investment Income $460,721

Other Revenue $446,782

TOTAL REVENUE $1,450,168

Expense Breakdown

Grants Paid $154,996

Salaries & Benefits $183,361

Fundraising Expenses $0

Program Expenses $1,322,134

Other Expenses $1,438,414

TOTAL EXPENSES $1,776,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,450,168	$1,867,154	-0.2%
Expenses	$1,776,771	$207,651	+7.6%
Net Income	$-326,603	$1,659,503	-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

Total Directors

$984,261

Key Employees

$894,339

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY WOODS	CHAIR - VOTING	1.00	Officer Director	$0	$0	$0
DEBBIE LAYMAN	IMMEDIATE PAST CHAIR - VOTING	1.00	Officer Director	$0	$0	$0
CAMERON NIXON	SECRETARY & TREASURER - VOTING	1.00	Officer Director	$0	$0	$0
ROBERT OSBORNE	TRUSTEE - VOTING	1.00	Director	$0	$0	$0
ALAN GRIFFIN	TRUSTEE - VOTING	1.00	Director	$0	$0	$0
DR RUSSELL KEEN	EX-OFFICIO - VOTING	1.00	Director	$0	$0	$532,933
YVONNE TURNER	EX-OFFICIO - VOTING	1.00	Director	$0	$0	$451,328
JACK EVANS	EX-OFFICIO - NON-VOTING	1.00	Key Emp	$0	$0	$255,569
STEPHEN WERTZ	EX-OFFICIO - NON-VOTING	1.00	Key Emp	$0	$0	$197,199
RON BOOTH	EX-OFFICIO - NON-VOTING	1.00	Key Emp	$0	$0	$277,723
TINA BAGGOTT	EX-OFFICIO - NON-VOTING	1.00	Key Emp	$0	$0	$163,848
MILDRED GARMON	FORMER AVP FOR FOUNDATIONS & CFO AUF	1.00		$0	$0	$202,640
BRANDON MCCRAY	FORMER VP FOR DEVELOPMENT	1.00		$0	$0	$172,672

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	$1,450,168	$1,776,771	$42,829,708	$-326,603
2024	$1,867,154	$207,651	$49,129,944	$1,659,503
2023	$277,424	$90,703	$2,605,004	$186,721
2022	$9,093,443	$5,251,380	$27,686,192	$3,842,063
2021	$7,447,103	$4,911,138	$27,494,312	$2,535,965
2020	$7,720,397	$6,846,839	$23,084,140	$873,558
2019	$9,842,963	$8,786,510	$22,464,218	$1,056,453
2018	$9,828,242	$10,815,199	$22,275,432	$-986,957

AUGUSTA UNIVERSITY REAL ESTATE FOUNDATION INC