THE CITADEL REAL ESTATE FOUNDATION

EIN: 811175847 501(c)(3) Education

CHARLESTON, SC

Total Revenue
$201,708
Total Expenses
$2,099,330
Total Assets
$28,349,907
Net Assets
$10,083,018
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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
SC
Principal Officer
SHANNON MEASE
Phone
8439536796
Tax Period
2023-01-01 to 2023-12-31

THE CITADEL REAL ESTATE FOUNDATION, founded in 2016, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2023. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 941% operating deficit.

Mission

TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE CITADEL, AS WELL AS TO PERFORM THE FUNCTIONS OF AND TO CARRY OUT THE PURPOSES OF THE CITADEL, BY PROVIDING SUPPORT AND ASSISTANCE TO THE CITADEL IN SUCH A MANNER AS DETERMINED BY THE CITADEL REAL ESTATE FOUNDATION (TCREF)'S BOARD OF DIRECTORS.

Program Service Accomplishments

Program 1
Expenses: $2,015,715 Revenue: $193,795

TCREF CONTINUES MANAGEMENT OF FOUR PROPERTIES. THE FORMER FACULTY HOUSE LOCATED AT 169 MOULTRIE STREET, KNOWN AS THE WATTS HOUSE, SERVES AS AN EVENT VENUE AND PREMIER SHORT-TERM RESIDENCE FOR...

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TCREF CONTINUES MANAGEMENT OF FOUR PROPERTIES. THE FORMER FACULTY HOUSE LOCATED AT 169 MOULTRIE STREET, KNOWN AS THE WATTS HOUSE, SERVES AS AN EVENT VENUE AND PREMIER SHORT-TERM RESIDENCE FOR VISITING FACULTY, HIGH-LEVEL DONORS, AND VIPS. 169 DUNNEMANN, PURCHASED IN JANUARY 2021, IS RENTED TO FORMER CITADEL SENIOR STAFF WITH AN ANNUAL LEASE. 179 DUNNEMANN, PURCHASED IN DECEMBER 2021, IS RENTED ALSO WITH AN ANNUAL LEASE. 165 DUNNEMANN, PURCHASED IN OCTOBER 2022, IS RENTED BACK TO THE FORMER OWNERS WITH AN 18-MONTH LEASE.

Program 2

IN ACCORDANCE WITH THE COLLEGE'S "CAMPUS EDGE PLAN," TCREF CONTINUES ITS LONG-TERM STRATEGY OF ACQUISITION AND RENOVATION OF KEY RESIDENTIAL PROPERTIES ON DUNNEMANN AVENUE, AND OTHER SURROUNDING...

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IN ACCORDANCE WITH THE COLLEGE'S "CAMPUS EDGE PLAN," TCREF CONTINUES ITS LONG-TERM STRATEGY OF ACQUISITION AND RENOVATION OF KEY RESIDENTIAL PROPERTIES ON DUNNEMANN AVENUE, AND OTHER SURROUNDING PROPERTIES ADJACENT TO THE CAMPUS PROPERTY LINE.

Program 3

IN 2023, AT THE COLLEGE'S REQUEST AND IN ACCORDANCE WITH THE CITADEL REAL ESTATE FOUNDATION'S "EDGE PLAN," TCREF WORKED CLOSELY WITH LS3P AND COLLEGE OFFICIALS TO DEVELOP CITADEL AND TCREF OWNED...

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IN 2023, AT THE COLLEGE'S REQUEST AND IN ACCORDANCE WITH THE CITADEL REAL ESTATE FOUNDATION'S "EDGE PLAN," TCREF WORKED CLOSELY WITH LS3P AND COLLEGE OFFICIALS TO DEVELOP CITADEL AND TCREF OWNED PROPERTY ALONG DUNNEMANN AVE. LAND APPRAISALS WERE COMPLETED AND PLANS WERE DEVELOPED (HOUSING OPTIONS INCLUDED 74-108, ONE THREE BEDROOM UNITS). THE PROJECT WAS PUT ON HOLD DUE TO PROJECT COST (APPROXIMATELY $40,000,000) AND EXPECTED RENT WHICH WAS PROJECTED TO BE WELL ABOVE CURRENT ON-CAMPUS RENTS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,650
Program Service Revenue $193,795
Investment Income $263
Other Revenue $0
TOTAL REVENUE $201,708

Expense Breakdown

Grants Paid $0
Salaries & Benefits $170,235
Fundraising Expenses $0
Program Expenses $2,015,715
Other Expenses $1,929,095
TOTAL EXPENSES $2,099,330

Year-over-Year Comparison

2023 2022 Change
Revenue $201,708 $2,659,372 -0.9%
Expenses $2,099,330 $2,082,543 +0.0%
Net Income $-1,897,622 $576,829 -4.3%
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
13
Independent Members
13
Employees
1
Volunteers
13

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
4
$122,625
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THOMAS G PHILIPKOSKY USAF RET EXECUTIVE DIRECTOR 30.00
Officer
$122,625 $0 $122,625
MR LONNIE N CARTER BOARD MEMBER 1.00
Director
$0 $0 $0
MR P HEATH VERNER BOARD MEMBER 1.00
Director
$0 $0 $0
MR ROBERT H NUTTALL JR BOARD MEMBER 1.00
Director
$0 $0 $0
GENGLENN M WALTERS USMC-RET BOARD MEMBER, EX-OFFICIO 1.00
Director
$0 $0 $0
DR CHRISTOPHER C SWAIN BOARD MEMBER, EX-OFFICIO 1.00
Director
$0 $0 $0
COL F GREG DELLENEY JR BOARD MEMBER, EX-OFFICIO 1.00
Director
$0 $0 $0
MR JOHN H HUDGENS III BOARD MEMBER 1.00
Director
$0 $0 $0
MR JOEY R FLOYD BOARD MEMBER 1.00
Director
$0 $0 $0
MR CHARLES I SMALL BOARD MEMBER 1.00
Director
$0 $0 $0
COL DYLAN W GOFF BOARD MEMBER 1.00
Director
$0 $0 $0
MR THOMAS J ANDERSON JR BOARD SECRETARY/TREASURER 5.00
Officer Director
$0 $0 $0
MR CLAUDIUS E WATTS IV VICE CHAIRMAN 5.00
Officer Director
$0 $0 $0
MR JOHN C L DARBY CHAIRMAN 10.00
Officer 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 $201,708 $2,099,330 $28,349,907 $-1,897,622
2022 $2,659,372 $2,082,543 $31,768,972 $576,829
2021 $3,092,140 $1,597,203 $30,739,900 $1,494,937
2020 $1,574,072 $153,348 $23,720,494 $1,420,724
2019 $6,719,405 $451,392 $10,741,360 $6,268,013
2018 $125 $430,510 $3,701,655 $-430,385
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