Winthrop University Real Estate Foundation Inc (EIN 571102885) - 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

1999

Legal Domicile

Principal Officer

Greg Fitzgerald

Phone

8033232205

Tax Period

2023-01-01 to 2023-12-31

Winthrop University Real Estate Foundation Inc, founded in 1999, is a community nonprofit in the Housing & Shelter sector that reported $4.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $4.2M left a modest 14% surplus.

Mission

WUREF, Inc. serves as the conduit through which gifts of real estate and property are received and liquidated to advance the mission of Winthrop University; to develop, own, manage, lease, and sell real estate and property; and to protect the real estate assets of the Winthrop Foundation.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,636,322

Investment Income $231,582

Other Revenue $0

TOTAL REVENUE $4,867,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $263,301

Fundraising Expenses $0

Program Expenses $4,163,599

Other Expenses $3,920,996

TOTAL EXPENSES $4,184,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,867,904	$4,359,081	+0.1%
Expenses	$4,184,297	$3,540,812	+0.2%
Net Income	$683,607	$818,269	-0.2%

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

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
Greg Fitzgerald	President	0.20	Officer Director	$0	$0	$0
Todd Lumpkin	Secretary/Treasurer	0.20	Director	$0	$0	$0
Glenn McCall	Director	0.20	Director	$0	$0	$0
Justin Oates	Ex-Officio	1.00	Director	$0	$0	$0
Dr Serna	Ex-Officio	0.20	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	No data	No data	No data	No data
2023	$4,867,904	$4,184,297	$15,985,904	$683,607
2022	$4,359,081	$3,540,812	$16,658,440	$818,269
2021	$4,070,271	$2,679,507	$15,991,956	$1,390,764
2020	$2,464,642	$2,347,438	$15,405,497	$117,204
2019	$3,887,714	$4,415,314	$15,573,784	$-527,600
2018	$3,579,271	$3,437,770	$17,297,946	$141,501

Winthrop University Real Estate Foundation Inc