Counselors of Real Estate Foundation (EIN 366131597) - 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

1994

Legal Domicile

Principal Officer

James S Lee CRE

Phone

3123298427

Tax Period

2024-01-01 to 2024-12-31

Counselors of Real Estate Foundation, founded in 1994, is a small nonprofit that reported $235K in total revenue in fiscal year 2024. Revenue surged 198% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 60% operating margin.

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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 $177,787

Program Service Revenue $0

Investment Income $56,570

Other Revenue $731

TOTAL REVENUE $235,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,250

Program Expenses $35,000

Other Expenses $93,744

TOTAL EXPENSES $93,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,088	$78,774	+2.0%
Expenses	$93,744	$47,561	+1.0%
Net Income	$141,344	$31,213	+3.5%

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
Gregory B Ibbetson	Trustee	3.00	Director	$0	$0	$0
John Baczewski	Secretary Treasurer	5.00	Officer Director	$0	$0	$0
P Barton DeLacy	Trustee	3.00	Director	$0	$0	$0
Graham Grady	Trustee	3.00	Director	$0	$0	$0
William McCarthy	Vice Chair	5.00	Officer Director	$0	$0	$0
Bowen H McCoy	Trustee Emeritus	3.00	Director	$0	$0	$0
Edward W Dinan III	Trustee	3.00	Director	$0	$0	$0
James S Lee	Chair	5.00	Officer Director	$0	$0	$0
Roy J Schneiderman	Trustee	3.00	Director	$0	$0	$0
Peter E Sockler	Trustee	3.00	Director	$0	$0	$0
A Lloyd Thomas	Trustee	3.00	Director	$0	$0	$0
Bruno A Etternauer	Liason Vice Chair	3.00	Officer Director	$0	$0	$0
Elaine M Worzala	Trustee	3.00	Director	$0	$0	$0
Deborah J Cloutier	Trustee	3.00	Director	$0	$0	$0
David Hooks	Trustee	3.00	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	$235,088	$93,744	$2,020,699	$141,344
2023	$78,774	$47,561	$1,658,692	$31,213
2022	$85,272	$80,763	$1,422,888	$4,509
2021	$125,456	$150,190	$1,805,707	$-24,734
2020	$162,785	$42,459	$1,603,641	$120,326
2019	$56,544	$85,853	$1,339,300	$-29,309
2018	$87,793	$67,833	$1,158,238	$19,960

Counselors of Real Estate Foundation