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 Vulnerability Assessment (Tuckman-Chang)

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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

THE CITADEL REAL ESTATE FOUNDATION'S MOST SIGNIFICANT ACTIVITY IN 2023 WAS ENTERING INTO A REAL ESTATE CONTRACT TO PURCHASE OF 164 DUNNEMANN AVE, 230 GROVE ST, AND 268 GROVE ST.164 DUNNEMAN AVE WAS CONSTRUCTED AROUND 1962. IT IS A TWO-STORY TRI-PLEX WITH EACH UNIT HAVING TWO-BED ROOMS AND ONE AND ONE HALF-BATHROOM. UNIT A IS 998 SQ FT. UNIT B IS 920 SQ FT, AND UNIT C IS 1,076 SQ FT. 230 GROVE ST WAS CONSTRUCTED AROUND 1952. IT IS A TWO-STORY FOUR-PLEX WITH EACH UNIT HAVE TWO BEDROOMS AND ONE-BATHROOM. EACH UNIT IS APPROXIMATELY 925 SQ FT.268 GROVE ST WAS CONSTRUCTED AROUND 1962. IT IS A TWO-STORY FOUR-PLEX WITH EACH UNIT HAVE TWO BEDROOMS AND ONE-BATHROOM. EACH UNIT IS APPROXIMATELY 1,043 SQ FT.

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Trantor Score

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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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