Civic Intelligence

Charitable Real Estate Foundation

990 • Fiscal year 2016 • EIN 20-1560119

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 02, 2017

Organization ProfileWWW.GIVINGREALESTATE.ORG
2100 FIRST AVENUE NORTH No 700Birmingham, AL 35203-4223

(205) 327-3805

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$103,835

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

97th percentile

203%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$517,889

Up $346,889 (+203%) from 2015

Net Assets

$512,083

No earlier filing loaded for comparison.

Liabilities

Up

$5,806

Up $642 (+12%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin99th percentile

Revenue

Up

$353,138

Up $353,138 from 2015

Expenses

Up

$6,891

Up $6,236 (+952%) from 2015

Net Income

Up

$346,247

Up $346,902 (+52962%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2011: $171,000Liabilities 2011: $1,9762011Assets 2012: $171,000Liabilities 2012: $2,8812012Assets 2013: $171,000Liabilities 2013: $3,8122013Assets 2014: $171,000Liabilities 2014: $4,5092014Assets 2015: $171,000Liabilities 2015: $5,1642015Assets 2016: $517,889Liabilities 2016: $5,806Net Assets 2016: $512,0832016Assets 2017: $517,889Liabilities 2017: $11,173Net Assets 2017: $506,7162017Assets 2018: $517,889Liabilities 2018: $11,883Net Assets 2018: $506,0062018Assets 2019: $517,889Liabilities 2019: $12,521Net Assets 2019: $505,3682019Assets 2020: $200,075Liabilities 2020: $14,447Net Assets 2020: $185,6282020Assets 2021: $182,802Liabilities 2021: $15,119Net Assets 2021: $167,6832021Assets 2022: $8,770Liabilities 2022: $15,119Net Assets 2022: -$6,3492022Assets 2023: $5,301Liabilities 2023: $26,076Net Assets 2023: -$20,7752023Assets 2024: $0Liabilities 2024: $24,444Net Assets 2024: -$24,4442024

Highlighted filing

2016

Assets$517,889
Liabilities$5,806
Net Assets$512,083
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $0Expenses 2011: $1,957Net Income 2011: -$1,9572011Revenue 2012: $0Expenses 2012: $905Net Income 2012: -$9052012Revenue 2013: $0Expenses 2013: $931Net Income 2013: -$9312013Revenue 2014: $0Expenses 2014: $697Net Income 2014: -$6972014Revenue 2015: $0Expenses 2015: $655Net Income 2015: -$6552015Revenue 2016: $353,138Expenses 2016: $6,891Net Income 2016: $346,2472016Revenue 2017: $6,197Expenses 2017: $11,564Net Income 2017: -$5,3672017Revenue 2018: $6,710Expenses 2018: $7,419Net Income 2018: -$7092018Revenue 2019: $6,675Expenses 2019: $7,313Net Income 2019: -$6382019Revenue 2020: -$40,280Expenses 2020: $279,460Net Income 2020: -$319,7402020Revenue 2021: $0Expenses 2021: $17,945Net Income 2021: -$17,9452021Revenue 2022: -$156,563Expenses 2022: $17,469Net Income 2022: -$174,0322022Revenue 2023: $0Expenses 2023: $14,426Net Income 2023: -$14,4262023Revenue 2024: $0Expenses 2024: $3,669Net Income 2024: -$3,6692024

Highlighted filing

2016

Revenue$353,138
Expenses$6,891
Net Income$346,247
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$353,138
Mission and Program Overview

Mission

The charitable real estate foundation is a public charity operating in affiliation with the community foundation of greater birmingham. The primary purpose of the foundation is to assist other charities with donation of real property in an effort to minimize liabilities and risk to those charities, to maximize the value received from the donations, and to encourage additional donations of real property as a benefit to the residents of greater birmingham.

The Charitable Real Estate Foundation is a public charity operating in affiliation with the Community Foundation of Greater Birmingham. The primary purpose of the Foundation is to assist other charities with donations of real property in an effort to minimize liabilities and risks to those charities, to maximize the value received from the donations, and to encourage additional donations of real property as a benefit to the residents of greater Birmingham.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$171,000$517,889▲ $346,889
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Total Assets$171,000$517,889▲ $346,889
Liabilities
Accounts Payable and Accrued Expenses$5,164$5,806▲ $642
Total Liabilities$5,164$5,806▲ $642
Net Assets / Fund Balance
Unrestricted Net Assets$165,836$512,083▲ $346,247
Total Net Assets Fund Balance$165,836$512,083▲ $346,247
Total Liabilities and Net Assets / Fund Balance$171,000$517,889▲ $346,889

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$517,889-$517,889
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleOtherTotal
Erin K StephensonExecutive Director$103,835$103,835

Board Members and Trustees

NameTitle
Robert SchulerDirector
Virginia BoliekDirector
Wilmer Poynor IvDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$353,138
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$346,889
Change in Net Assets
$346,247

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$346,889Fair Market Value (FMV) or Estimate
Total Noncash Contributions1$346,889-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,294--$6,294
Insurance$597--$597
Total Functional Expenses$6,891$0$0$6,891
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The Executive Director will forward the 990 to the CREF Board members for review. If there are no changes, the Executive Director will sign the 990 for submission.”

Form 990, Part VI, Section B, line 12C

“A Conflict of Interest Policy is distributed and completed annually by the Board members. All conflicts of interests are disclosed and the respective member recuses him/herself from the discussion and voting. All actions are recorded in the minutes of the meeting(s) during which the issue is discussed and decided.”

Form 990, Part VI, Section C, line 19

“Upon request, the organization will make available copies of governing documents and conflict of interest policy to the public.”

Filing and Contact Details

Filer

Filer Name
Charitable Real Estate Foundation
EIN
20-1560119
Phone
2053273805
Address
2100 FIRST AVENUE NORTH No 700, BIRMINGHAM, AL 35203-4223

Signing Officer

Name
brooke coleman
Title
Executive Director
Phone
2053273805
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brooke Coleman
Formed
2006
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Warren Averett LLC
Address
2500 Acton Road, Birmingham, AL 35243
Preparer
Megan Randolph
Phone
2059794100
Supplemental Narrative

Additional Explanations

SCHEDULE B, PART II:

“No. From part 1: 1 description of noncash property given: residential real estate”

Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0The Charitable Real Estate Foundation is a public charity operating in affiliation with the Community Foundation of Greater Birmingham. The primary purpose of the Foundation is to assist other charities with donations of real property in an effort to minimize liabilities and risks to those charities, to maximize the value received from the donations, and to encourage additional donations of real property as a benefit to the residents of greater Birmingham.
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IRS990/MissionDesc0THE CHARITABLE REAL ESTATE FOUNDATION IS A PUBLIC CHARITY OPERATING IN AFFILIATION WITH THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM. THE PRIMARY PURPOSE OF THE FOUNDATION IS TO ASSIST OTHER CHARITIES WITH DONATION OF REAL PROPERTY IN AN EFFORT TO MINIMIZE LIABILITIES AND RISK TO THOSE CHARITIES, TO MAXIMIZE THE VALUE RECEIVED FROM THE DONATIONS, AND TO ENCOURAGE ADDITIONAL DONATIONS OF REAL PROPERTY AS A BENEFIT TO THE RESIDENTS OF GREATER BIRMINGHAM.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director will forward the 990 to the CREF Board members for review. If there are no changes, the Executive Director will sign the 990 for submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A Conflict of Interest Policy is distributed and completed annually by the Board members. All conflicts of interests are disclosed and the respective member recuses him/herself from the discussion and voting. All actions are recorded in the minutes of the meeting(s) during which the issue is discussed and decided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO. FROM PART 1: 1 DESCRIPTION OF NONCASH PROPERTY GIVEN: RESIDENTIAL REAL ESTATE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE B, PART II:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0171000
IRS990/TotalAssetsEOYAmt0517889
IRS990/TotalAssetsGrp/BOYAmt0171000
IRS990/TotalAssetsGrp/EOYAmt0517889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0353138
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06891
IRS990/TotalFunctionalExpensesGrp/TotalAmt06891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05164
IRS990/TotalLiabilitiesEOYAmt05806
IRS990/TotalLiabilitiesGrp/BOYAmt05164
IRS990/TotalLiabilitiesGrp/EOYAmt05806
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0165836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0512083
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06891
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0353138
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0171000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0517889
IRS990/TotReportableCompRltdOrgAmt0103835
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0165836
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0512083
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02100 FIRST AVENUE NORTH SUITE 700
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0352034223
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.GIVINGREALESTATE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0brooke coleman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053273805
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE REAL ESTATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0201560119
ReturnHeader/Filer/PhoneNum02053273805
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 FIRST AVENUE NORTH No 700
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352034223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0047C5972453F7B988A43F6A2F57E6085D7B799D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02017-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:46:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Warren Averett LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 Acton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Megan Randolph
ReturnHeader/ReturnTs02017-11-06T13:38:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$517,889
Liabilities
$5,806
Net assets
$512,083
Revenue
$353,138
Expenses
$6,891
Net income
$346,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.24$0.24$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.26$0.21$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.15$0.06$1.57$0.17$1.74
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.15$1.68$0.00$0.18$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.14$1.86$0.40$2.79$3.20
2019Detailed filing. Detailed filing data is available for this year.$5.18$0.13$5.05$0.07$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.12$5.06$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.11$5.07$0.06$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.06$5.12$3.53$0.07$3.46
2015Summary only. Only limited summary data is available for this year.$1.71$0.05$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$1.71$0.05$0.00$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$1.71$0.04$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$1.71$0.03$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$1.71$0.02$0.00$0.02$0.02