Heartland Board of REALTORS Inc (EIN 341192210) - 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

1971

Legal Domicile

Principal Officer

Lynn Sopher

Phone

4194223833

Tax Period

2019-01-01 to 2019-12-31

Heartland Board of REALTORS Inc, founded in 1971, is a small nonprofit that reported $222K in total revenue in fiscal year 2019.

Mission

Unite those engaged in the real estate profession for the purpose of exerting a beneficial influence upon the profession and related interests. Provide a unified medium for real estate owners and those engaged in the real estate profession whereby their interests may be safe guarded and advanced in addition to other services.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $205,768

Investment Income $5,408

Other Revenue $11,233

TOTAL REVENUE $222,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,995

Fundraising Expenses $0

Program Expenses $126,014

Other Expenses $205,090

TOTAL EXPENSES $237,085

Year-over-Year Comparison

	2019	2018	Change
Revenue	$222,409	$220,520	+0.0%
Expenses	$237,085	$199,059	+0.2%
Net Income	$-14,676	$21,461	-1.7%

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

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pamela Shumaker	Treasurer Elect	1.00	Director	$0	$0	$0
George Norway	Director	1.00	Director	$0	$0	$0
Regina Vent	Past President	1.00	Officer Director	$0	$0	$0
Charlie Leichty	Director	1.00	Director	$0	$0	$0
Lynn Sopher	Treasurer	1.00	Officer Director	$0	$0	$0
Jen Aldoy	President Elect	1.00	Officer Director	$0	$0	$0
Lial Volsch	Director	1.00	Director	$0	$0	$0
Cheryl Sterling	President	1.00	Officer Director	$0	$0	$0
Kim Leeper	Director	1.00	Director	$0	$0	$0
Brian Whitta	Director	1.00	Director	$0	$0	$0
Blaine Wells	Vice President	1.00	Officer Director	$0	$0	$0
Kristy Persohn	Director	1.00	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
2019	$222,409	$237,085	$472,076	$-14,676
2018	$220,520	$199,059	$487,631	$21,461

Heartland Board of REALTORS Inc