UPSTATE ALLIANCE OF REALTORS INC

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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

1912

Legal Domicile

Principal Officer

ADAM SMITH

Phone

2604264700

Tax Period

2023-01-01 to 2023-12-31

UPSTATE ALLIANCE OF REALTORS INC, founded in 1912, is a small nonprofit that reported $723K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $685K left a modest 5% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT, AND TO PROVIDE A UNIFIED MEDIUM TO SAFEGUARD AND ADVANCE THE INTEREST OF THOSE IN THE REAL ESTATE PROFESSION IN THE COMMUNITY AND WITH OTHER STATE AND NATIONAL REALTOR ORGANIZATIONS.

Program Service Accomplishments

Program 1

THE ORGANIZATION HELD THEIR ANNUAL REALTOR PARTY, 2023 RPAC FUNDRAISING CAMPAIGN, AND CONTINUED TO GIVE BACK TO THE COMMUNITY. THE ORGANIZATION ALSO PROVIDED EDUCATIONAL SERVCIES TO ITS MEMBERSHIP...

THE ORGANIZATION HELD THEIR ANNUAL REALTOR PARTY, 2023 RPAC FUNDRAISING CAMPAIGN, AND CONTINUED TO GIVE BACK TO THE COMMUNITY. THE ORGANIZATION ALSO PROVIDED EDUCATIONAL SERVCIES TO ITS MEMBERSHIP FOR PRE-LICENSING AND OTHER CONTINUING EDUCATION CLASSES THROUGHOUT THE YEAR. A TOTAL OF 631 EDUCATION CERTIFICATES WERE ISSUED IN 2023.

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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 $647,108

Investment Income $59,916

Other Revenue $16,109

TOTAL REVENUE $723,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $296,011

Fundraising Expenses $0

Other Expenses $389,368

TOTAL EXPENSES $685,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$723,133	$799,577	-0.1%
Expenses	$685,379	$611,068	+0.1%
Net Income	$37,754	$188,509	-0.8%

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

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

$171,049

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BELEW	EXECUTIVE OF	40.00	Officer	$148,000	$23,049	$171,049
RUDY KOCH	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL PATMORE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SUE TEASDALE	TREASURER	2.00	Officer Director	$0	$0	$0
JOEL ESSEX	SECRETARY	2.00	Officer Director	$0	$0	$0
KIM WARD	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY GRZYCH	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK MALOBLOCKI	DIRECTOR	2.00	Director	$0	$0	$0
CLAY WEIR	DIRECTOR	2.00	Director	$0	$0	$0
ED MCCUTCHEON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES REECER	DIRECTOR	2.00	Director	$0	$0	$0
GEMMA MCCLENDON	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE LANCIA	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA HAROUFF	DIRECTOR	2.00	Director	$0	$0	$0
JEN LUKE	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS PARKER	DIRECTOR	2.00	Director	$0	$0	$0
KIM HANELINE-PATMORE	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$723,133	$685,379	$5,251,057	$37,754
2022	$799,577	$611,068	$4,885,485	$188,509
2021	$745,643	$531,733	$5,229,893	$213,910
2020	$585,337	$581,907	$4,992,472	$3,430
2019	$662,370	$546,899	$4,723,770	$115,471
2018	$647,388	$542,802	$4,306,061	$104,586