SIOR FOUNDATION

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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

THEODORE KONIGSBERG

Phone

2024498208

Tax Period

2024-09-01 to 2025-08-31

SIOR FOUNDATION, founded in 1962, is a small nonprofit in the Community Improvement sector that reported $792K in total revenue in fiscal year 2024. Net assets of $8.3M represent 126 months of operating reserves.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $238,600

GRANTS TO SIOR AND NON-PROFIT ENTITIES FOR SUPPORT OF REAL ESTATE EDUCATION AND LEADERSHIP TRAINING. TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 4,000...

GRANTS TO SIOR AND NON-PROFIT ENTITIES FOR SUPPORT OF REAL ESTATE EDUCATION AND LEADERSHIP TRAINING. TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 4,000 PROFESSIONALS PER ISSUE IN CIRCULATION.

Program 2

Expenses: $89,705

SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 18 SIOR CHAPTERS IN THE U.S. AND CANADA IN SUPPORTING 60+...

Program 3

Expenses: $50,000

SIOR CHAPTER MATCHING EDUCATIONAL SPEAKERS AND COMMUNITY PROGRAMS: TO ASSIST SIOR CHAPTERS IN EDUCATING COMMERCIAL REAL ESTATE PROFESSIONALS AND INDUSTRY STAKEHOLDERS, AND TO ENHANCE PUBLIC...

SIOR CHAPTER MATCHING EDUCATIONAL SPEAKERS AND COMMUNITY PROGRAMS: TO ASSIST SIOR CHAPTERS IN EDUCATING COMMERCIAL REAL ESTATE PROFESSIONALS AND INDUSTRY STAKEHOLDERS, AND TO ENHANCE PUBLIC EDUCATION, UNDERSTANDING, AND AWARENESS OF THE INDUSTRY. SUPPORTED 2 SIOR CHAPTERS AND 6 REGIONS AROUND THE U.S., CANADA, & EUROPE TO PROVIDE 8 COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED OVER 2,000 COMMERCIAL REAL ESTATE PROFESSIONALS AND STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $481,259

Program Service Revenue $0

Investment Income $310,941

Other Revenue $0

TOTAL REVENUE $792,200

Expense Breakdown

Grants Paid $426,937

Salaries & Benefits $140,062

Fundraising Expenses $57,911

Program Expenses $430,719

Other Expenses $250,179

TOTAL EXPENSES $817,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$792,200	$797,704	0.0%
Expenses	$817,178	$722,043	+0.1%
Net Income	$-24,978	$75,661	-1.3%

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

$127,863

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD SLEASMAN	IMM PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
THEODORE KONIGSBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRAIG HEETER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
STAN KLEWENO	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM BURGESS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH BARNA	PAST PRESIDENT	0.50	Director	$0	$0	$0
KEVIN CROWLEY	PAST PRESIDENT	0.50	Director	$0	$0	$0
CHRIS CURTIS	PAST PRESIDENT	0.50	Director	$0	$0	$0
ALLEN GUMP	PAST PRESIDENT	0.50	Director	$0	$0	$0
DAVID HAGAN	PAST PRESIDENT	0.50	Director	$0	$0	$0
PETER HANSON	PAST PRESIDENT	0.50	Director	$0	$0	$0
THOMAS MCCORMICK III	PAST PRESIDENT	0.50	Director	$0	$0	$0
ALBERT MCNEEL	PAST PRESIDENT	0.50	Director	$0	$0	$0
RANDALL WALKER	PAST PRESIDENT	0.50	Director	$0	$0	$0
AARON BARNARD	EMERITUS	0.50	Director	$0	$0	$0
BILL GINDER	EMERITUS	0.50	Director	$0	$0	$0
MICHAEL OHMES	EMERITUS	0.50	Director	$0	$0	$0
LYNN REICH	EMERITUS	0.50	Director	$0	$0	$0
JOHN ADAMS	TRUSTEE	0.50	Director	$0	$0	$0
ADRIAN ARRIAGA	TRUSTEE	0.50	Director	$0	$0	$0
KIM BAKER	TRUSTEE	0.50	Director	$0	$0	$0
JOHN BARKER JR	TRUSTEE	0.50	Director	$0	$0	$0
JIM BIJOU	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL CAPOBIANO	TRUSTEE	0.50	Director	$0	$0	$0
MARK DUCLOS	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL FALK	TRUSTEE	0.50	Director	$0	$0	$0
ERIC FLESKE	TRUSTEE	0.50	Director	$0	$0	$0
CHRIS GARCIA	TRUSTEE	0.50	Director	$0	$0	$0
BLAKE GARRETT	TRUSTEE	0.50	Director	$0	$0	$0
MARK GOODE	TRUSTEE	0.50	Director	$0	$0	$0
TRIMBLE GREEN	TRUSTEE	0.50	Director	$0	$0	$0
ALFREDO GUTIERREZ	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM HANSON	TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE HUDSON	TRUSTEE	0.50	Director	$0	$0	$0
MELANIE JACKSON	TRUSTEE	0.50	Director	$0	$0	$0
TOM KENNEDY	TRUSTEE	0.50	Director	$0	$0	$0
MATTHEW LEGUEN DE LACROIX	TRUSTEE	0.50	Director	$0	$0	$0
BRIAN LIGHTLE	TRUSTEE (UNTIL 12/24)	0.50	Director	$0	$0	$0
MICHAEL MCFALL	TRUSTEE	0.50	Director	$0	$0	$0
J ANDREW MILLS	TRUSTEE	0.50	Director	$0	$0	$0
MATTHEW OLSON	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL PALMERI	TRUSTEE	0.50	Director	$0	$0	$0
PETER RICHARDSON	TRUSTEE	0.50	Director	$0	$0	$0
JEFF WILKE	TRUSTEE	0.50	Director	$0	$0	$0
JOSHUA WYSS	TRUSTEE	0.50	Director	$0	$0	$0
CORRINE NOWAK	DIRECTOR	37.50	Officer	$103,124	$24,739	$127,863

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
2025	$792,200	$817,178	$8,508,852	$-24,978
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