COMMUNITY FOUNDATION REALTY INC (EIN 621493663) - 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

1991

Legal Domicile

Principal Officer

ROBERT M FOCKLER

Phone

9017284600

Tax Period

2024-05-01 to 2025-04-30

COMMUNITY FOUNDATION REALTY INC, founded in 1991, is a small nonprofit that reported $374K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $138K, a strong 37% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. IN CARRYING OUT ITS CHARITABLE MISSION.

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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 $0

Program Service Revenue $0

Investment Income $374,126

Other Revenue $0

TOTAL REVENUE $374,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $237,770

Other Expenses $235,951

TOTAL EXPENSES $235,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,126	$936,387	-0.6%
Expenses	$235,951	$239,201	0.0%
Net Income	$138,175	$697,186	-0.8%

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

$881,055

Total Directors

$881,055

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT M FOCKLER	PRESIDENT	1.00	Officer Director	$0	$50,479	$455,196
BARBARA S MORA	SECRETARY	1.00	Officer Director	$0	$30,543	$252,193
GARY ZWIERZYNSKI	TREASURER START 9.3.24	1.00	Officer Director	$0	$27,261	$173,666
J MARTIN REGAN JR	DIRECTOR	1.00	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
2025	$374,126	$235,951	$51,833,307	$138,175
2024	$936,387	$239,201	$51,842,748	$697,186
2023	$417,986	$242,788	$51,272,143	$175,198
2022	$15,452,707	$241,503	$50,158,001	$15,211,204
2022	$15,452,707	$241,503	$50,158,001	$15,211,204
2021	$4,218,268	$1,162,666	$52,128,761	$3,055,602

COMMUNITY FOUNDATION REALTY INC