Civic Intelligence

Charitable Real Estate Foundation

990 • Fiscal year 2020 • EIN 20-1560119

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

Organization ProfileWWW.GIVINGREALESTATE.COM
2100 First Avenue NorthBirmingham, AL 35203-4223

(205) 327-3805

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

794%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$92,767

Higher top officer pay than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$200,075

Down $317,814 (-61%) from 2019

Net Assets

Down

$185,628

Down $319,740 (-63%) from 2019

Liabilities

Up

$14,447

Up $1,926 (+15%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$40,280

Down $46,955 (-703%) from 2019

Expenses

Up

$279,460

Up $272,147 (+3721%) from 2019

Net Income

Down

-$319,740

Down $319,102 (-50016%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$200,075
Liabilities$14,447
Net Assets$185,628
Open 2020 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

2020

Revenue-$40,280
Expenses$279,460
Net Income-$319,740
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$391,625
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$517,889$171,000▼ $346,889
Cash and Non-Interest-Bearing Accounts$0$29,075▲ $29,075
Total Assets$517,889$200,075▼ $317,814
Liabilities
Accounts Payable and Accrued Expenses$12,521$14,447▲ $1,926
Total Liabilities$12,521$14,447▲ $1,926
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$505,368$185,628▼ $319,740
Total Net Assets Fund Balance$505,368$185,628▼ $319,740
Total Liabilities and Net Assets / Fund Balance$517,889$200,075▼ $317,814

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$171,000-$171,000
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
George GaskinExecutive Director$92,767$92,767

Board Members and Trustees

NameTitle
Megan WilsonBoard Member
Robert SchulerBoard Member
Virginia BoliekBoard Member
Wilmer PoynorBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-56,905
Other Revenue
$16,625
Change in Net Assets
$-319,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$272,234
Other Expenses$7,226
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$272,234--$272,234
Other Expenses$4,265--$4,265
Fees for Services Accounting$2,350--$2,350
Insurance$611--$611
Total Functional Expenses$279,460$0$0$279,460
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Community Foundation of Greater BirminghamBirmingham, AL501(c)3Dreaming Fund$272,234
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 35% controlled entity
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 form 990 was sent to all of the members of the organization's board of directors before it was filed. The consent of all board members was obtained before filing the form 990.”

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

“Each board member is asked to sign a receipt and statement of agreement each year acknowledging receipt of the conflict of interest policy and agreeing to comply with its terms.”

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, BIRMINGHAM, AL 35203-4223

Signing Officer

Name
George Gaskin
Title
Executive Director
Phone
2053273805
Signed
2021-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Gaskin
Formed
2006
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Megan Randolph
Phone
2059794100
Raw XML Appendix393 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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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0AL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd035216
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS SENT TO ALL OF THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT WAS FILED. THE CONSENT OF ALL BOARD MEMBERS WAS OBTAINED BEFORE FILING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER IS ASKED TO SIGN A RECEIPT AND STATEMENT OF AGREEMENT EACH YEAR ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND AGREEING TO COMPLY WITH ITS TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC.
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0631209631
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANTMAKING TO MEET COMMUNITY NEEDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02100 1ST AVENUE NORTH SUITE 700
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0517889
IRS990/TotalAssetsEOYAmt0200075
IRS990/TotalAssetsGrp/BOYAmt0517889
IRS990/TotalAssetsGrp/EOYAmt0200075
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0279460
IRS990/TotalFunctionalExpensesGrp/TotalAmt0279460
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012521
IRS990/TotalLiabilitiesEOYAmt014447
IRS990/TotalLiabilitiesGrp/BOYAmt012521
IRS990/TotalLiabilitiesGrp/EOYAmt014447
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0505368
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0185628
IRS990/TotalOtherCompensationAmt04767
IRS990/TotalProgramServiceExpensesAmt0279460
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-45905
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05625
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-40280
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0517889
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200075
IRS990/TotReportableCompRltdOrgAmt088000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02100 FIRST AVENUE NORTH SUITE 700
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0352034223
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.GIVINGREALESTATE.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE GASKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053273805
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE REAL ESTATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0201560119
ReturnHeader/Filer/PhoneNum02053273805
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 FIRST AVENUE NORTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352034223
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/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN RANDOLPH
ReturnHeader/ReturnTs02021-10-26T07:54:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GASKIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,075
Liabilities
$14,447
Net assets
$185,628
Revenue
-$40,280
Expenses
$279,460
Net income
-$319,740
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