First Team Real Estate Foundation (EIN 473440149) - 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

2015

Legal Domicile

Principal Officer

Cameron Merage

Phone

9499983130

Tax Period

2020-01-01 to 2020-12-31

First Team Real Estate Foundation, founded in 2015, is a micro nonprofit that reported $7K in total revenue in fiscal year 2020. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $12K exceeded revenue, resulting in a 81% operating deficit.

Mission

Keep Orange County neighborhoods healthy and safe and help create a place where people want to live. We will do this by providing grants, volunteers and marketing resources to local Orange County nonprofit organizations that assist youth and families in physical fitness, environment, and education. Provided $14,000 in grants to various programs in the community. Each program focuses on education, health, or community.

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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 (2020)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $0

Investment Income $3,774

Other Revenue $0

TOTAL REVENUE $6,774

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,000

Other Expenses $-1,713

TOTAL EXPENSES $12,287

Year-over-Year Comparison

	2020	2019	Change
Revenue	$6,774	$24,101	-0.7%
Expenses	$12,287	$99,534	-0.9%
Net Income	$-5,513	$-75,433	-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

N/A

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
Michael Marshall	BOD	3.00	Director	$0	$0	$0
Bill Plattos	BOD	3.00	Director	$0	$0	$0
Cameron Merage	BOD	3.00	Director	$0	$0	$0
Tom Wagner	Secretary	3.00	Director	$0	$0	$0
Doreen Campbell	Treasurer	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
2020	$6,774	$12,287	$696,916	$-5,513
2019	$24,101	$99,534	$698,219	$-75,433
2018	$4,999	$114,665	$773,652	$-109,666

First Team Real Estate Foundation