ANNA JULIA COOPER RE HOLDING COMPANY INC (EIN 851884451) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

FLEET WALLACE

Phone

8048226610

Tax Period

2024-07-01 to 2025-06-30

Mission

TO ACQUIRE AND HOLD TITLE TO REAL PROPERTY ON BEHALF OF THE ANNA JULIA COOPER SCHOOL, A VIRGINIA NONSTOCK CORPORATION THAT IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. FINANCE, CONSERVE, AND MAINTAIN THE PROPERTY, COLLECT INCOME THEREFROM AND REMIT SUCH INCOME, LESS EXPENSES, AND REASONABLE RESERVES, TO THE SCHOOL, ALL IN ACCORDANCE WITH SECTION 501(C)(2) OF THE CODE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $106,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $106,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $328,245

TOTAL EXPENSES $328,245

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,000	$106,000	N/A
Expenses	$328,245	$328,245	N/A
Net Income	$-222,245	$-222,245	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FLEET WALLACE	CHAIR	1.00	Officer Director	$0	$0	$0
BRENT WINN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
LEMUEL DOSS	OUTSIDE 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	$106,000	$328,245	$8,083,071	$-222,245
2024	$106,000	$328,245	$8,305,316	$-222,245
2023	$106,000	$328,246	$8,527,561	$-222,246
2022	No data	$239,347	$8,749,807	No data
2021	No data	$50,362	$10,676,303	No data

ANNA JULIA COOPER RE HOLDING COMPANY INC