THE PHILADELPHIA CHAPTER OF THE SOC

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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

Principal Officer

COLIN FLYNN SIOR

Tax Period

2021-01-01 to 2021-12-31

THE PHILADELPHIA CHAPTER OF THE SOC is a small nonprofit that reported $106K in total revenue in fiscal year 2021. Revenue surged 174% from the prior year, signaling strong growth momentum. Net assets of $230K represent 26 months of operating reserves.

Mission

TO PROVIDE EDUCATION AND SHARING INFORMATION AMONGST REAL ESTATE PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $72,308 Revenue: $99,817

EDUCATIONAL, PROMOTIONAL AND SEMINAR ACTIVITIES FOR THE PROFESSIONAL AND BUSINESS DEVELOPMENT OF MEMBER REALTORS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $99,817

Investment Income $0

Other Revenue $0

TOTAL REVENUE $105,817

Expense Breakdown

Grants Paid $14,500

Salaries & Benefits $34,500

Fundraising Expenses $0

Program Expenses $72,308

Other Expenses $61,658

TOTAL EXPENSES $110,658

Year-over-Year Comparison

	2021	2020	Change
Revenue	$105,817	$38,642	+1.7%
Expenses	$110,658	$67,534	+0.6%
Net Income	$-4,841	$-28,892	-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

N/A

Volunteers

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

$34,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL KREIDER SIOR	PRESIDENT	2.00	Officer Director	$0	$0	$0
COLIN FLYNN SIOR	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BRIAN EDMONDS SIOR	SECRETARY	1.00	Officer Director	$0	$0	$0
CHICHI AHIA SIOR	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID GROVE SIOR	IMMEDIATE PA	1.00	Director	$0	$0	$0
BRIAN GLANCEY SIOR	DIRECTOR AT-	2.00	Director	$0	$0	$0
STEPHEN COLE SIOR	DIRECTOR AT-	1.00	Director	$0	$0	$0
JENNIFER SHOCKLEY CAE	EXECUTIVE DI	20.00	Director	$34,500	$0	$34,500

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
2021	$105,817	$110,658	$230,680	$-4,841
2020	$38,642	$67,534	$234,521	$-28,892
2019	$112,501	$129,250	$263,413	$-16,749
2018	$116,110	$127,961	$280,162	$-11,851