BEDFORD BOARD OF REALTORS INC (EIN 311031275) - Form 990 Financial Analysis & Trantor Score

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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

1979

Legal Domicile

Principal Officer

SUSAN SOKELAND

Phone

8122771861

Tax Period

2023-01-01 to 2023-12-31

BEDFORD BOARD OF REALTORS INC, founded in 1979, is a micro nonprofit that reported $74K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $65K left a modest 13% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT IN THE REAL ESTATE PROFESSION AND TO PROVIDE A MEDIUM FOR THOSE IN THE REAL ESTATE PROFESSION TO SAFEGUARD AND ADVANCE THEIR INTERESTS.

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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 $73,547

Program Service Revenue $0

Investment Income $747

Other Revenue $0

TOTAL REVENUE $74,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,774

Fundraising Expenses $0

Program Expenses $64,740

Other Expenses $34,966

TOTAL EXPENSES $64,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,294	$89,043	-0.2%
Expenses	$64,740	$57,614	+0.1%
Net Income	$9,554	$31,429	-0.7%

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

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	Role	Reportable Comp	Other Comp	Total
MISTIE TAYLOR	PRESIDENT	Director	$0	$0	$0
CHRISTINA ROOT	VICE-PRESIDENT	Director	$0	$0	$0
DINA BAKER	TREASURER	Director	$0	$0	$0
KENTLEE ROOT	SECRETARY	Director	$0	$0	$0
BARRY WHITE	DIRECTOR	Director	$0	$0	$0
HALEY MCLAUGHLIN	DIRECTOR	Director	$0	$0	$0
BRANDI WOODS	DIRECTOR	Director	$0	$0	$0
GARY WEST	IMMEDIATE PAST PRESIDENT	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	$74,294	$64,740	$201,848	$9,554
2022	$89,043	$57,614	$183,293	$31,429
2021	$66,691	$62,813	$144,849	$3,878
2020	$69,449	$51,442	$142,065	$18,007

BEDFORD BOARD OF REALTORS INC