ACADEMIE LAFAYETTE REAL ESTATE HOL… - 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

2018

Legal Domicile

Principal Officer

ELIZABETH BETH MCCARTHY

Phone

8168008771

Tax Period

2024-07-01 to 2025-06-30

ACADEMIE LAFAYETTE REAL ESTATE HOLDINGS, founded in 2018, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 5042% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.7M, a strong 96% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO DEVELOP, CONSTRUCT, REHABILITATE, LEASE, OPERATE, FINANCE, AND MANAGE ACADEMIC FACILITIES.

Program Service Accomplishments

Program 1

Expenses: $272,215 Revenue: $113,000

TO DEVELOP, CONSTRUCT, REHABILITATE, LEASE, OPERATE, FINANCE, AND MANAGE ACADEMIC FACILITIES FOR ACADEMIE LAFAYETTE.

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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 $6,860,000

Program Service Revenue $113,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,973,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $272,215

Other Expenses $306,481

TOTAL EXPENSES $306,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,973,000	$135,600	+50.4%
Expenses	$306,481	$285,856	+0.1%
Net Income	$6,666,519	$-150,256	-45.4%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MICHAEL BLAND	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH BETH MCCARTHY	PRESIDENT	1.00	Officer Director	$0	$0	$0
HARRIET PLOWMAN	VICE PRESIDE	1.00	Officer 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
2025	$6,973,000	$306,481	$5,957,479	$6,666,519
2024	$135,600	$285,856	$6,126,876	$-150,256
2023	$135,600	$286,952	$6,276,419	$-151,352
2022	$135,600	$287,014	$6,501,100	$-151,414
2021	$101,700	$286,671	$6,650,644	$-184,971
2020	$113,000	$288,703	$6,810,703	$-175,703
2019	$97,918	$190,396	$6,930,449	$-92,478
2018	$1	$253,941	$7,021,174	$-253,940

ACADEMIE LAFAYETTE REAL ESTATE HOLDINGS