REAL ESTATE FOUNDATION INC (EIN 921325113) - 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

ALEXIS MONROE

Phone

8133253073

Tax Period

2025-01-01 to 2025-12-31

REAL ESTATE FOUNDATION INC, founded in 2022, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2025. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 60% operating margin.

Mission

The organization provides housing counseling services to individuals and families, assisting them with financial literacy, foreclosure prevention, rental counseling, and homebuyer education.

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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 (2025)

Revenue Breakdown

Contributions & Grants $124,000

Program Service Revenue $2,234,165

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,358,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $933,372

TOTAL EXPENSES $945,572

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,358,165	$1,487,165	+0.6%
Expenses	$945,572	$650,372	+0.5%
Net Income	$1,412,593	$836,793	+0.7%

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
ALEXIS MONROE	PRESIDENT	40	Officer	$0	$0	$0
PRESTINE AKIBOH	VICE PRESIDENT	40	Officer	$0	$0	$0
QUINCY DAVY	FINANCIAL OFFICER	40	Officer	$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	$2,358,165	$945,572	$2,789,386	$1,412,593
2024	$1,487,165	$650,372	$1,376,793	$836,793
2023	$673,287	$249,500	$596,059	$423,787
2022	$22,459	No data	$22,459	No data

REAL ESTATE FOUNDATION INC