University of Kentucky Real Estate Foundation Inc (EIN 900351265) - 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

2008

Legal Domicile

Phone

8592577886

Tax Period

2023-07-01 to 2024-06-30

University of Kentucky Real Estate Foundation Inc, founded in 2008, is a small nonprofit in the Education sector that reported $353K in total revenue in fiscal year 2023. Expenses of $1.2M exceeded revenue, resulting in a 252% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO CONDUCT FUNDRAISING THROUGHOUT THE UNITED STATES FOR GIFTS OF ILLIQUID PROPERTIES, INCLUDING REAL PROPERTIES, TANGIBLE AND INTANGIBLE PROPERTIES; THEN SELL THE ILLIQUID PROPERTIES AND DISTRIBUTE THE NET PROCEEDS TO CHARITABLE ORGANIZATIONS, INCLUDING THE UNIVERSITY OF KENTUCKY, LEXINGTON, KENTUCKY AND OTHER CHARITABLE ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $483,600

Program Service Revenue $0

Investment Income $-142,134

Other Revenue $11,362

TOTAL REVENUE $352,828

Expense Breakdown

Grants Paid $1,124,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,241,359

Other Expenses $116,554

TOTAL EXPENSES $1,241,359

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,828	$-99,615	-4.5%
Expenses	$1,241,359	$542,129	+1.3%
Net Income	$-888,531	$-641,744	+0.4%

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

$40,724

Total Directors

$27,888

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE WARD	PRESIDENT	2.0	Officer Director	$15,424	$0	$15,424
J FORD STANLEY	EXECUTIVE DIRECTOR & TREASURER	2.0	Officer Director	$12,464	$0	$12,464
JOE ROSENBERG	DIRECTOR	1.0	Director	$0	$0	$0
L DAN KEY	DIRECTOR	1.0	Director	$0	$0	$0
STEPHEN P BRANSCUM	DIRECTOR	1.0	Director	$0	$0	$0
G THOMAS BARKER	SECRETARY	2.0	Officer	$12,836	$0	$12,836

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	No data	No data	No data	No data
2024	$352,828	$1,241,359	$1,401,986	$-888,531
2023	$-99,615	$542,129	$2,290,517	$-641,744
2022	$1,200,903	$8,675,122	$2,932,261	$-7,474,219
2021	$10,442,908	$100,240	$10,406,480	$10,342,668

University of Kentucky Real Estate Foundation Inc