REI CAPITAL ACCESS FUND INC (EIN 874562958) - 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

2022

Legal Domicile

Principal Officer

SCOTT DEWALD

Phone

5809245094

Tax Period

2024-01-01 to 2024-12-31

REI CAPITAL ACCESS FUND INC, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $293K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $173K, a strong 59% operating margin.

Mission

THE MISSION OF THE CORPORATION IS TO PROMOTE COMMUNITY DEVELOPMENT THROUGH ACTIVITIES DIRECTED TOWARD IMPROVING THE SOCIAL AND/OR ECONOMIC CONDITIONS OF UNDERSERVED PEOPLE INCLUDING LOW-INCOME PERSONS AND PERSONS WHO LACK ADEQUATE ACCESS TO CAPITAL AND FINANCIAL SERVICES AND RESIDENTS OF ECONOMICALLY DISTRESSED COMMUNITIES.

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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 $181,600

Investment Income $111,047

Other Revenue $0

TOTAL REVENUE $292,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,912

Other Expenses $119,912

TOTAL EXPENSES $119,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,647	$151,393	+0.9%
Expenses	$119,912	$39,364	+2.0%
Net Income	$172,735	$112,029	+0.5%

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

$1,449,370

Total Directors

$530,042

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT DEWALD	PRESIDENT	19.00	Officer Director	$0	$42,667	$530,042
CHRIS MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ALFORD	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GREENLEE	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN VANMETER	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY HARLIN	EXEC. VP & ASSISTANT SECRETARY	1.00	Officer	$0	$28,568	$359,122
DEBBIE PARTIN	VP & SECRETARY	24.00	Officer	$0	$26,713	$286,933
LORI HILL	TREASURER	23.00	Officer	$0	$23,041	$273,273

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	$292,647	$119,912	$4,901,279	$172,735
2023	$151,393	$39,364	$4,576,570	$112,029
2022	$54,402	$19,336	$4,261,515	$35,066

REI CAPITAL ACCESS FUND INC