MID-SHORE BOARD OF REALTORS INC (EIN 521067206) - 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

1953

Legal Domicile

Principal Officer

DEBORAH H LEBER

Phone

4108228767

Tax Period

2022-11-01 to 2023-10-31

MID-SHORE BOARD OF REALTORS INC, founded in 1953, is a small nonprofit that reported $290K in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year. Net assets of $668K represent 28 months of operating reserves.

Mission

TO SERVE ITS MEMBERSHIP AND COMMUNITY BY DEVELOPING AND DELIVERING PROGRAMS, PRODUCTS, AND SERVICES THAT ELEVATE THE STANDARDS OF THE REAL ESTATE PROFESSION AND THROUGH COLLECTIVE EFFORS, PROMOTE THE PRESERVATION OF THE RIGHT TO OWN, TRANSFER AND USE REAL PROPERTY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $252,558

Program Service Revenue $20,539

Investment Income $16,961

Other Revenue $-205

TOTAL REVENUE $289,853

Expense Breakdown

Grants Paid $30,435

Salaries & Benefits $148,466

Fundraising Expenses $0

Program Expenses $286,259

Other Expenses $95,450

TOTAL EXPENSES $286,259

Year-over-Year Comparison

	2022	2021	Change
Revenue	$289,853	$325,246	-0.1%
Expenses	$286,259	$270,970	+0.1%
Net Income	$3,594	$54,276	-0.9%

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

N/A

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
SHELBY RONEY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
LORI MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE STEVENSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY MABRY	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN ROSENDALE	PRESIDENT	1.00	Officer Director	$0	$0	$0
GWEN ESKRIDGE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TREY QUINN	TREASURER	1.00	Officer Director	$0	$0	$0
ANDY BEAVEN	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN BRENTON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE ABPLANALP	SECRETARY	1.00	Director	$0	$0	$0
SHANDELL GREEN	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	$289,853	$286,259	$668,206	$3,594
2022	$325,246	$270,970	$654,199	$54,276
2021	$280,138	$198,850	$645,922	$81,288
2020	$191,316	$192,853	$586,017	$-1,537
2019	$208,861	$206,439	$575,912	$2,422
2018	$183,467	$174,950	$573,490	$8,517

MID-SHORE BOARD OF REALTORS INC