UGA Real Estate Foundation Inc

EIN: 582491922 501(c)(3) Philanthropy & Grantmaking

Athens, GA

Total Revenue
$16,469,900
Total Expenses
$13,882,231
Total Assets
$280,274,548
Net Assets
$54,956,932
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
GA
Phone
7065830811
Tax Period
2023-07-01 to 2024-06-30

UGA Real Estate Foundation Inc, founded in 1999, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $16.5M in total revenue in fiscal year 2023. The organization ran a surplus of $2.6M, a strong 16% operating margin.

Mission

The UGA Real Estate Foundation, Inc. manages and improves various real estate assets for the benefit of the University of Georgia, governed by the Board of Regents of the University System of Georgia. The UGA Real Estate Foundation may also provide support to the Board of Regents, and colleges and universities of the University System of 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $14,872,281
Investment Income $1,597,619
Other Revenue $0
TOTAL REVENUE $16,469,900

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $13,602,890
Other Expenses $13,882,231
TOTAL EXPENSES $13,882,231

Year-over-Year Comparison

2023 2022 Change
Revenue $16,469,900 $16,057,330 +0.0%
Expenses $13,882,231 $13,369,967 +0.0%
Net Income $2,587,669 $2,687,363 0.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
10
Independent Members
6
Employees
N/A
Volunteers
6

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
5
$1,722,376
Total Directors
12
$2,852,342
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Secretary 7/1/23 - 9/30/23 1.0
Officer Director
$0 $62,155 $411,768
N/A Ex-Officio Secretary 1.0
Officer Director
$0 $49,422 $560,484
N/A Treasurer 1.0
Officer Director
$0 $0 $0
N/A Chairman 1.0
Officer Director
$0 $104,569 $453,563
N/A Trustee 1.0
Director
$0 $0 $0
N/A Trustee 1.0
Director
$0 $0 $0
N/A Ex-Officio Trustee 1.0
Director
$0 $318,623 $1,015,983
N/A Ex-Officio Trustee 1.0
Director
$0 $42,865 $410,544
N/A Trustee 1.0
Director
$0 $0 $0
N/A Trustee 1.0
Director
$0 $0 $0
N/A Trustee 1.0
Director
$0 $0 $0
N/A Trustee 7/1/23 - 9/30/23 1.0
Director
$0 $0 $0
N/A Executive Director 30.0
Officer
$0 $77,006 $296,561
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 No data No data No data No data
2024 $16,469,900 $13,882,231 $280,274,548 $2,587,669
2023 $16,057,330 $13,369,967 $296,027,247 $2,687,363
2022 $14,839,274 $14,204,004 $310,229,529 $635,270
2021 $9,957,756 $14,033,217 $307,144,887 $-4,075,461
2020 $16,305,793 $15,571,538 $291,545,958 $734,255
2019 $17,345,704 $13,747,002 $294,056,061 $3,598,702
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