SIOR FOUNDATION (EIN 520808480) - 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

1962

Legal Domicile

Principal Officer

RICHARD SLEASMAN

Phone

2024498208

Tax Period

2023-09-01 to 2024-08-31

SIOR FOUNDATION, founded in 1962, is a small nonprofit in the Community Improvement sector that reported $798K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $722K left a modest 9% surplus.

Mission

PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY.

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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 $420,924

Program Service Revenue $0

Investment Income $374,989

Other Revenue $1,791

TOTAL REVENUE $797,704

Expense Breakdown

Grants Paid $390,431

Salaries & Benefits $137,326

Fundraising Expenses $52,278

Program Expenses $393,957

Other Expenses $194,286

TOTAL EXPENSES $722,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$797,704	$663,262	+0.2%
Expenses	$722,043	$567,578	+0.3%
Net Income	$75,661	$95,684	-0.2%

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

$106,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT M MCNEEL	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD SLEASMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA JOHNSON	PRESIDENT-ELECT, CHAIR	1.00	Officer Director	$0	$0	$0
STAN KLEWENO	TREASURER	1.00	Officer Director	$0	$0	$0
THEODORE KONIGSBERG	VICE PRESIDENT, CHAIR GRANT & S'SHIP	1.00	Officer Director	$0	$0	$0
PETER O HANSON	CHAIR - ADVISORY COMMITTEE	1.00	Director	$0	$0	$0
AARON BARNARD	PAST PRESIDENT	0.50	Director	$0	$0	$0
BILL GINDER	PAST PRESIDENT	0.50	Director	$0	$0	$0
CHRISTOPHER CURTIS	PAST PRESIDENT	0.50	Director	$0	$0	$0
DAVID HAGAN	PAST PRESIDENT	0.50	Director	$0	$0	$0
ALLEN GUMP	PAST PRESIDENT	0.50	Director	$0	$0	$0
J PETER WHATMORE	PAST PRESIDENT	0.50	Director	$0	$0	$0
JOSEPH V BARNA	PAST PRESIDENT	0.50	Director	$0	$0	$0
KEVIN CROWLEY	PAST PRESIDENT	0.50	Director	$0	$0	$0
LYNN REICH	PAST PRESIDENT	0.50	Director	$0	$0	$0
RANDALL WALKER	PAST PRESIDENT	0.50	Director	$0	$0	$0
ROBERT STANIFORTH	PAST PRESIDENT	0.50	Director	$0	$0	$0
THOMAS MCCORMICK	PAST PRESIDENT	0.50	Director	$0	$0	$0
MIKE OHMES	PAST PRESIDENT	1.50	Director	$0	$0	$0
ADRIAN ARRIAGA	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTOPHER GARCIA	TRUSTEE	0.50	Director	$0	$0	$0
JACK O'DONOGHUE	TRUSTEE	0.50	Director	$0	$0	$0
JOHN BARKER JR	TRUSTEE	0.50	Director	$0	$0	$0
KRAIG HEETER	CHAIR FUNDRAISING	0.50	Director	$0	$0	$0
MARK GOODE	TRUSTEE	0.50	Director	$0	$0	$0
MATTHEW LEGUEN DE LACROIX	TRUSTEE	0.50	Director	$0	$0	$0
MATTHEW OLSEN	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL CAPOBIANCO	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL FALK	TRUSTEE	0.50	Director	$0	$0	$0
NANCY MORSE	TRUSTEE	0.50	Director	$0	$0	$0
PETER RICHARDSON	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT DIKMAN	TRUSTEE	0.50	Director	$0	$0	$0
TERRY SMITH	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM BURGESS	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM HANSON	TRUSTEE	0.50	Director	$0	$0	$0
J ANDREW MILLS	TRUSTEE	0.50	Director	$0	$0	$0
MARK J DUCLOS	TRUSTEE	0.50	Director	$0	$0	$0
TRIMBLE GREEN	TRUSTEE	0.50	Director	$0	$0	$0
JOHN M ADAMS III	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL PALMERI	TRUSTEE	0.50	Director	$0	$0	$0
JEFF WILKE	TRUSTEE	0.50	Director	$0	$0	$0
CORRINE NOWAK	DIRECTOR	37.50	Officer	$95,465	$11,505	$106,970

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	$797,704	$722,043	$8,093,809	$75,661
2023	$663,262	$567,578	$7,222,078	$95,684
2022	$1,402,912	$586,566	$6,677,357	$816,346
2021	$479,437	$389,457	$7,527,340	$89,980
2020	$611,465	$424,813	$6,314,008	$186,652
2019	$585,358	$468,431	$5,220,218	$116,927
2018	$506,881	$399,933	$4,980,171	$106,948

SIOR FOUNDATION