SOCIETY OF INDUSTRIAL AND OFFICE R… - Form 990 Financial Data

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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

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

WE ARE A PROFESSIONAL AFFILIATE OF THE NATIONAL ASSOCIATION OF REALTORS. THE SIOR DESIGNATION STANDS UNCHALLENGED FOR EXCELLENCE IN THE PERFORMANCE OF REAL ESTATE SERVICES AND IS UNIVERSALLY RECOGNIZED AS THE PREREQUISITE IN THE SELECTION OF A COMMERCIAL REAL ESTATE BROKER, AGENT, OR CONSULTANT.

Program Service Accomplishments

Program 1

EXCHANGE INFORMATION AND ENCOURAGE MUTUAL COOPERATION.

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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 $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

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

Key Employees

Highest Compensated

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

SOCIETY OF INDUSTRIAL AND OFFICE REALTORS