Sullivan County Board of Realtors

EIN: 146030590

Monticello, NY

Total Revenue
$90,461
Total Expenses
$84,195
Total Assets
$283,197
Net Assets
$281,295
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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
1998
Legal Domicile
NY
Principal Officer
Mary Bakalis
Phone
8457942735
Tax Period
2025-01-01 to 2025-12-31

Sullivan County Board of Realtors, founded in 1998, is a micro nonprofit that reported $90K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $84K left a modest 7% surplus.

Mission

The organization serves, supports and inspires excellence in the real estate community with a focus on advocacy, education, community involvement, and networking.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $31,641
Program Service Revenue $0
Investment Income $10,274
Other Revenue $48,546
TOTAL REVENUE $90,461

Expense Breakdown

Grants Paid $0
Salaries & Benefits $54,136
Fundraising Expenses $0
Other Expenses $30,059
TOTAL EXPENSES $84,195

Year-over-Year Comparison

2025 2024 Change
Revenue $90,461 $98,054 -0.1%
Expenses $84,195 $102,928 -0.2%
Net Income $6,266 $-4,874 -2.3%
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

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Governance

Voting Members
5
Independent Members
5
Employees
1
Volunteers
7

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
4
$50,000
Total Directors
4
$0
Key Employees
1
$50,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Loretta Wolff President 1.00
Officer
$0 $0 $0
Cathleen Breen Vice President 1.00
Officer
$0 $0 $0
Dawn Payne Treasurer 1.00
Officer
$0 $0 $0
Dawn Curreri Secretary 1.00
Director
$0 $0 $0
Eleanor Hyde Director 1.00
Director
$0 $0 $0
Mary Bakalis Associate Executive 35.00
Officer Key Emp Highest
$50,000 $0 $50,000
Beth Johnston-Groth Director 1.00
Director
$0 $0 $0
Daria Sienitsky Director 1.00
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
2025 $90,461 $84,195 $283,197 $6,266
2024 $98,054 $102,928 $276,436 $-4,874
2023 $256,643 $115,774 $304,304 $140,869
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