TRI-LAKES BOARD OF REALTORS INC (EIN 431175029) - 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

JEFFREY KESTER

Phone

4173384555

Tax Period

2023-01-01 to 2023-12-31

TRI-LAKES BOARD OF REALTORS INC, founded in 1971, is a small nonprofit that reported $510K in total revenue in fiscal year 2023. Net assets of $1.4M represent 34 months of operating reserves.

Mission

PROTECT AND PROMOTE THE INTEREST AND RIGHTS OF REALTORS, BUYERS, AND SELLERS.

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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 $261,738

Program Service Revenue $48,140

Investment Income $46,460

Other Revenue $153,921

TOTAL REVENUE $510,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,331

Fundraising Expenses $0

Other Expenses $305,456

TOTAL EXPENSES $512,787

Year-over-Year Comparison

	2023	2022	Change
Revenue	$510,259	$478,041	+0.1%
Expenses	$512,787	$452,710	+0.1%
Net Income	$-2,528	$25,331	-1.1%

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

Total Directors

$102,144

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI CORDELL	PRIOR CEO	40.00	Director	$83,434	$0	$102,144
ROSE BACKLIN	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BROCK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE DOVE	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JON HOLLOWAY	DIRECTOR	1.00	Director	$0	$0	$0
JON HULSIZER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY KESTER	CURR EXECUTI	20.00	Director	$0	$0	$0
NICHOLE LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
DEB MUNDELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS REASONS	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROBERTSON	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
THAYNE ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY SHERRELL-SHORTT	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY SPRATT	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
SHANNON WHITE	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
2024	No data	No data	No data	No data
2023	$510,259	$512,787	$1,598,565	$-2,528
2022	$478,041	$452,710	$1,559,212	$25,331
2021	$478,327	$400,109	$1,633,310	$78,218
2020	$410,790	$338,554	$1,572,405	$72,236
2019	$406,138	$318,901	$1,457,198	$87,237
2018	$346,319	$342,011	$1,326,577	$4,308

TRI-LAKES BOARD OF REALTORS INC