Ulster County Board of Realtors Inc

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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

1967

Legal Domicile

Principal Officer

Randy Spiesman

Phone

8453385299

Tax Period

2023-01-01 to 2023-12-31

Ulster County Board of Realtors Inc, founded in 1967, is a small nonprofit that reported $220K in total revenue in fiscal year 2023. Expenses of $188K left a modest 14% surplus.

Mission

The mission of the Ulster County Board of Realtors is to educate, inform and protect members while simultaneously.

Program Service Accomplishments

Program 1

Expenses: $62,471

Other General Expenses

Program 2

Expenses: $30,085

Computer support for members

Program 3

Expenses: $27,265

Education and Public Relations

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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 $184,980

Program Service Revenue $32,320

Investment Income $977

Other Revenue $1,397

TOTAL REVENUE $219,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,304

Other Expenses $188,127

TOTAL EXPENSES $188,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,674	$229,604	0.0%
Expenses	$188,127	$197,566	0.0%
Net Income	$31,547	$32,038	0.0%

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
Randy Spiesman	President	1.00	Officer Director	$0	$0	$0
Sheena Lepez	Secretary	1.00	Officer Director	$0	$0	$0
Donna Brooks	President Elect	1.00	Officer Director	$0	$0	$0
Anna Barcone	Treasurer	1.00	Officer Director	$0	$0	$0
Dino Alexander	Director	1.00	Director	$0	$0	$0
Alfred Peavy	Director	1.00	Director	$0	$0	$0
Pieta Williams	Director	1.00	Director	$0	$0	$0
Jeanine Stoddard	Director	1.00	Director	$0	$0	$0
Faye Storms	Past President	1.00	Director	$0	$0	$0
Allison Organtini	Executive Dir.	20.00	Officer 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
2024	No data	No data	No data	No data
2023	$219,674	$188,127	$507,682	$31,547
2022	$229,604	$197,566	$479,522	$32,038
2021	$220,040	$208,471	$443,987	$11,569
2020	$229,126	$207,241	$432,643	$21,885
2019	$220,695	$221,513	$410,121	$-818
2018	$237,207	$231,583	$415,228	$5,624