ATLANTA REALTORS EDUCATIONAL FOUNDATION (EIN 580073726) - 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

1986

Legal Domicile

Principal Officer

REGGIE MCCRARY

Phone

4042500051

Tax Period

2023-01-01 to 2023-12-31

ATLANTA REALTORS EDUCATIONAL FOUNDATION, founded in 1986, is a small nonprofit in the Community Improvement sector that reported $639K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $956K exceeded revenue, resulting in a 50% operating deficit.

Mission

THE ATLANTA REALTORS EDUCATIONAL FOUNDATION IS DEDICATED TO PROMOTING AND ENHANCING EXCELLENCE IN EDUCATION BY PROVIDING THE HIGHEST EDUCATIONAL OPPORTUNITIES TO THE REAL ESTATE INDUSTRY IN GEORGIA

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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 $40,000

Program Service Revenue $699,871

Investment Income $6,134

Other Revenue $-106,570

TOTAL REVENUE $639,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $956,375

Other Expenses $956,375

TOTAL EXPENSES $956,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$639,435	$777,594	-0.2%
Expenses	$956,375	$926,521	+0.0%
Net Income	$-316,940	$-148,927	+1.1%

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
ENNIS ANTOINE	TRUSTEE	1.00	Director	$0	$0	$0
BILL BUTLER	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
MICHAEL FISCHER	TRUSTEE	1.00	Director	$0	$0	$0
DEANN GOLDEN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HEAGY	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN LAMB	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
CYNTHIA LIPPERT	TRUSTEE	1.00	Director	$0	$0	$0
LANE MCCORMACK	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
JENNIFER PINO	TRUSTEE	1.00	Director	$0	$0	$0
JEFFERY POLLOCK	TRUSTEE	1.00	Director	$0	$0	$0
T DALLAS SMITH	TRUSTEE	1.00	Director	$0	$0	$0
FURMAN WOOD	TRUSTEE	1.00	Director	$0	$0	$0
MIKE WRIGHT	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
KAREN HATCHER	VICE CHAIR	1.00	Officer	$0	$0	$0
GREGG METCALF	CHAIR	1.00	Officer	$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	$639,435	$956,375	$5,138,561	$-316,940
2022	$777,594	$926,521	$5,346,090	$-148,927
2021	$925,833	$1,022,567	$5,494,177	$-96,734
2020	$941,550	$737,073	$5,843,998	$204,477
2019	$790,939	$1,120,042	$5,176,637	$-329,103
2018	$1,039,309	$1,237,245	$5,213,963	$-197,936

ATLANTA REALTORS EDUCATIONAL FOUNDATION