COLUMBIA-GREENE BOARD OF REALTORS

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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

1931

Legal Domicile

Principal Officer

JASON WACH

Phone

5188287871

Tax Period

2023-01-01 to 2023-12-31

COLUMBIA-GREENE BOARD OF REALTORS, founded in 1931, is a small nonprofit in the Community Improvement sector that reported $354K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $335K left a modest 5% surplus.

Mission

PROVIDING RESOURCES TO ADVANCE THE SALE OF REAL PROPERTY, FOR THE BENEFIT OF ITS MEMBERS, REAL ESTATE PROFESSIONALS, AND OUR COMMUNITY

Program Service Accomplishments

Program 1

TO UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION IN THIS COMMUNITY WITH THE NEW YORK ASSOCIATION OF REALTORS AND THE NATIONAL ASSOCIATION OF REALTORS, THEREBY FURTHERING THEIR OWN OBJECTIVES...

TO UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION IN THIS COMMUNITY WITH THE NEW YORK ASSOCIATION OF REALTORS AND THE NATIONAL ASSOCIATION OF REALTORS, THEREBY FURTHERING THEIR OWN OBJECTIVES THROUGHOUT THE STATE AND NATION, AND OBTAINING THE BENEFITS AND PRIVELEGES OF MEMBERSHIP THEREIN.

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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 $169,541

Program Service Revenue $172,770

Investment Income $11,629

Other Revenue $0

TOTAL REVENUE $353,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,609

Fundraising Expenses $0

Other Expenses $164,976

TOTAL EXPENSES $334,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,940	$382,754	-0.1%
Expenses	$334,585	$305,085	+0.1%
Net Income	$19,355	$77,669	-0.8%

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

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
DOROTHY BOTSOE	DIRECTOR	N/A	Director	$0	$0	$0
RACHEL HALEY	DIRECTOR	N/A	Director	$0	$0	$0
BETH HARRING	DIRECTOR	N/A	Director	$0	$0	$0
SARAH LIPSKY	DIRECTOR	N/A	Director	$0	$0	$0
MARYAH MACDONALD	DIRECTOR	N/A	Director	$0	$0	$0
KAREN SCHEFFER	DIRECTOR	N/A	Director	$0	$0	$0
PAUL HERRINGTON	TREASURER	N/A	Officer	$0	$0	$0
ALLISON RADA	SECRETARY	N/A	Officer	$0	$0	$0
JENNIFER SESMA	VICE PRESIDE	N/A	Officer	$0	$0	$0
JASON WACH	PRESIDENT	N/A	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
2024	No data	No data	No data	No data
2023	$353,940	$334,585	$1,514,176	$19,355
2022	$382,754	$305,085	$1,467,242	$77,669
2021	$361,026	$265,709	$1,420,463	$95,317
2020	$311,957	$244,775	$1,326,666	$67,182
2019	$321,413	$218,779	$1,246,707	$102,634
2018	$322,009	$204,060	$1,155,399	$117,949