SOCIETY OF INDUSTRIAL AND OFFICE REALTORS

EIN: 311725163 Community Improvement

LISLE, IL

Total Revenue
$249,101
Total Expenses
$278,708
Total Assets
$268,946
Net Assets
$226,260
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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
2000
Legal Domicile
IL
Principal Officer
TERRY STEVENSON
Phone
6305104500
Tax Period
2023-01-01 to 2023-12-31

SOCIETY OF INDUSTRIAL AND OFFICE REALTORS, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $249K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $279K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO ASSIST THE OFFICERS, COUNCIL OF CHAPTER PRESIDENTS, AND ADMISSIONS COMMITTEE OF THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS IN QUALIFYING APPLICANTS FOR MEMBERSHIP IN THE JURISDICTIONAL AREA OF THIS CHAPTER. TO COOPERATE WITH THE ACTIVITIES OF ORGANIZATIONS ASSOCIATED WITH THE NATIONAL ASSOCIATION OF REALTORS WITHIN THE CHAPTER JURISDICTION WITH WHICH THE MEMBERS OF THIS CHAPTER ARE AFFILIATED. TO ENCOURAGE AND ASSIST THE LOCAL AUTHORITIES AND OTHER RESPONSIBLE PERSONS IN THE CITIES, TOWNS, AND OTHER POLITICAL SUB-DIVISIONS WITHIN THIS CHAPTER'S JURISDICTION IN PLANNING, ZONING, AND DEVELOPING FACILITIES AND LOCATIONS SUITABLE FOR INDUSTRIAL OR OFFICE DEVELOPMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $246,625
Investment Income $2,476
Other Revenue $0
TOTAL REVENUE $249,101

Expense Breakdown

Grants Paid $12,500
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $266,208
TOTAL EXPENSES $278,708

Year-over-Year Comparison

2023 2022 Change
Revenue $249,101 $209,007 +0.2%
Expenses $278,708 $219,683 +0.3%
Net Income $-29,607 $-10,676 +1.8%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER BILLMEYER PRESIDENT 0.50
Officer Director
$0 $0 $0
JOHN CASSIDY VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
SERGIO CHAPA TREASURER 0.50
Officer Director
$0 $0 $0
RYAN MOEN AT LARGE DIRECTOR 0.50
Officer Director
$0 $0 $0
SEAN HENRICK DIRECTOR 0.50
Director
$0 $0 $0
SAM BADGER PAST PRESIDENT 0.50
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 $249,101 $278,708 $268,946 $-29,607
2022 $209,007 $219,683 $292,503 $-10,676
2021 $205,176 $225,921 $277,236 $-20,745
2020 $187,325 $171,186 $352,813 $16,139
2019 $220,076 $200,772 $308,153 $19,304
2018 $221,327 $206,605 $303,931 $14,722
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