CENTRAL IOWA BOARD OF REALTORS

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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

Legal Domicile

Principal Officer

SARA SAMMS

Phone

5152964680

Tax Period

2023-01-01 to 2023-12-31

CENTRAL IOWA BOARD OF REALTORS is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 35% operating margin.

Mission

THE ORGANIZATION CONDUCTS SEMINAR ORIENTATION CLASSES AND EVENTS FOR MEMBERS. FUNDING PROVIDED TO AMES ECONOMIC DEVELOPMENT CORP TO HELP SPUR GROWTH

Program Service Accomplishments

Program 1

Expenses: $137,764 Revenue: $212,691

THE ORGANIZATION CONDUCTS SEMINAR ORIENTATION CLASSES AND EVENTS FOR MEMBERS. FUNDING PROVIDED TO AMES ECONOMIC DEVELOPMENT CORP TO HELP SPUR GROWTH

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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 $34,161

Program Service Revenue $14,478

Investment Income $61,635

Other Revenue $102,417

TOTAL REVENUE $212,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,764

Other Expenses $137,764

TOTAL EXPENSES $137,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,691	$115,294	+0.8%
Expenses	$137,764	$102,507	+0.3%
Net Income	$74,927	$12,787	+4.9%

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

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
JASON JEDELE	Director	2.00	Director	$0	$0	$0
SARA SAMMS	President	5.00	Officer Director	$0	$0	$0
JEN WEIGEL	Past President	5.00	Director	$0	$0	$0
CARLA SOCCO	Director	2.00	Director	$0	$0	$0
JOYCE CONLEY-GIBSON	PRES ELECT	2.00	Officer Director	$0	$0	$0
SHANE CAMPFIELD	Treasurer	5.00	Officer Director	$0	$0	$0
TRACI JENNINGS	Vice President	5.00	Officer Director	$0	$0	$0
STEVE BOCK	Director	2.00	Director	$0	$0	$0
KURT THIELEN	Director	2.00	Director	$0	$0	$0
MIKE PURCELL	Director	2.00	Director	$0	$0	$0
HEATHER AHRENS	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	$212,691	$137,764	$809,635	$74,927
2022	$115,294	$102,507	$733,945	$12,787
2021	$255,600	$71,645	$724,123	$183,955
2020	$93,489	$92,820	$585,970	$669
2019	$178,078	$50,988	$541,425	$127,090