SOUTHERN OHIO ASSOCIATION OF REALTO

EIN: 310850282

CINCINNATI, OH

Total Revenue
$254,054
Total Expenses
$254,225
Total Assets
$237,466
Net Assets
$237,466
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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
2010
Legal Domicile
OH
Principal Officer
SANDRA HAVERLAND
Phone
5135282657
Tax Period
2024-01-01 to 2024-12-31

SOUTHERN OHIO ASSOCIATION OF REALTO, founded in 2010, is a small nonprofit that reported $254K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

THE SOUTHERN OHIO ASSOCIATION OF REALTORS IS AFFILIATED WITH THE OHIO ASSOCIATION OF REALTORS AND THE NATIONAL ASSOCIATION OF REALTORS. WE SERVE OVER 700 REALTOR MEMBERS IN SOUTHWESTERN OHIO TO PROVIDE RESOURCES THROUGH AFFILIATION, CONTINUING EDUCAITON AND ASSISTANCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $254,054
Investment Income $0
Other Revenue $0
TOTAL REVENUE $254,054

Expense Breakdown

Grants Paid $0
Salaries & Benefits $65,488
Fundraising Expenses $0
Program Expenses $254,225
Other Expenses $188,737
TOTAL EXPENSES $254,225

Year-over-Year Comparison

2024 2023 Change
Revenue $254,054 $195,310 +0.3%
Expenses $254,225 $239,738 +0.1%
Net Income $-171 $-44,428 -1.0%
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

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Governance

Voting Members
5
Independent Members
5
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
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREG TRAYNOR DIRECTOR 0.00
Director
$0 $0 $0
ALEXANDRA FOOR FORMER PRESIDENT 0.00
Director
$0 $0 $0
JILL RING DIRECTOR 0.00
Director
$0 $0 $0
CODY COLWELL DIRECTOR 0.00
Director
$0 $0 $0
MARIANNE GIBBS DIRECTOR 0.00
Director
$0 $0 $0
ROB SHEIL DIRECTOR 0.00
Director
$0 $0 $0
KRISTEN HESS-WINTERS DIRECTOR 0.00
Director
$0 $0 $0
QUIVARI JACKSON DIRECTOR 0.00
Director
$0 $0 $0
JILL RING DIRECTOR 0.00
Director
$0 $0 $0
TINA MATTIX DIRECTOR 0.00
Director
$0 $0 $0
BRIGETTE WAGGONER DIRECTOR 0.00
Director
$0 $0 $0
VICKI WHITE DIRECTOR 0.00
Director
$0 $0 $0
SANDRA HAVERLAND EXECUTIVE OFFICER 0.00
Officer
$0 $0 $0
CARRIE MCINTOSH-OWENS TREASURER 0.00
Officer
$0 $0 $0
RUSTY FIFE SECRETARY 0.00
Officer
$0 $0 $0
KELLIE BARTER PRESIDENT 0.00
Officer
$0 $0 $0
TRISHA HUDSON PRESIDENT ELECT 0.00
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 $254,054 $254,225 $237,466 $-171
2023 No data No data No data No data
2022 $193,543 $143,460 $278,262 $50,083
2021 $141,786 $138,801 $228,179 $2,985
2020 $165,908 $142,930 $263,824 $22,978
2019 $206,139 $222,762 $212,560 $-16,623
2018 $202,335 $202,566 $222,636 $-231
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