AOEC Real Estate (EIN 921261133) - 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

Bruce Albiston

Phone

2072372123

Tax Period

2024-01-01 to 2024-12-31

AOEC Real Estate, founded in 2022, is a small nonprofit in the Human Services sector that reported $117K in total revenue in fiscal year 2024. Revenue fell 86% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 71% operating margin.

Mission

To support and hold real property for the benefit of the Albiston Foundation.

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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 $100,000

Program Service Revenue $0

Investment Income $95

Other Revenue $16,815

TOTAL REVENUE $116,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,993

Other Expenses $33,818

TOTAL EXPENSES $33,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,910	$850,515	-0.9%
Expenses	$33,818	$28,086	+0.2%
Net Income	$83,092	$822,429	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Belanger PhD BC-ANDS	Director	1.00	Director	$0	$0	$0
Tobias Burdet	Director	0.20	Director	$0	$0	$0
Richard Fecteau	Director	0.50	Director	$0	$0	$0
Elaine Jones	Director	0.50	Director	$0	$0	$0
Karen McPhee	Director	0.50	Director	$0	$0	$0
Bruce Albiston	President	1.00	Officer Director	$0	$0	$0
Annemarie Albiston	Treasurer	1.00	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	$116,910	$33,818	$905,521	$83,092
2023	$850,515	$28,086	$822,429	$822,429
2022	No data	No data	No data	No data

AOEC Real Estate