Avow Real Estate Inc (EIN 811068780) - 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

2016

Legal Domicile

Phone

2392614404

Tax Period

2024-01-01 to 2024-12-31

Avow Real Estate Inc, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $2.4M exceeded revenue, resulting in a 33% operating deficit.

Mission

TO HOLD TITLE, MAINTAIN, IMPROVE, AND LEASE PROPERTY FOR THE BENEFIT OF AVOW INC. AND ITS SUBSIDIARIES.

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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 $1,749,640

Investment Income $0

Other Revenue $40,500

TOTAL REVENUE $1,790,140

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $2,375,086

TOTAL EXPENSES $2,375,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,790,140	$1,673,409	+0.1%
Expenses	$2,375,086	$2,479,470	0.0%
Net Income	$-584,946	$-806,061	-0.3%

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

$960,588

Total Directors

$466,103

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Hoffman	Chair	0.3	Officer Director	$0	$0	$0
Darren Gersch	Treasurer	0.1	Officer Director	$0	$0	$0
Jaysen Roa	President and CEO	10.0	Officer Director	$0	$29,675	$466,103
Kathryn Schillreff Rev	Vice Chair	0.2	Officer Director	$0	$0	$0
Patrick Neale	Secretary	0.2	Officer Director	$0	$0	$0
Kerri Ervin	Chief Compliance Officer	0.8	Officer	$0	$63,586	$228,282
Phyllis Hall	Chief Financial Officer	10.0	Officer	$0	$27,084	$266,203

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	$1,790,140	$2,375,086	$21,679,465	$-584,946
2023	$1,673,409	$2,479,470	$21,853,820	$-806,061
2022	$1,636,937	$2,200,311	$22,379,103	$-563,374
2021	$1,356,778	$1,661,582	$17,821,886	$-304,804
2020	$1,380,731	$1,538,414	$16,736,166	$-157,683
2019	$1,361,269	$1,477,453	$16,388,055	$-116,184
2018	$1,224,488	$1,377,947	$15,978,490	$-153,459

Avow Real Estate Inc