ROANOKE VALLEY ASSOCIATION OF REALTORS INC (EIN 540855746) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1921

Legal Domicile

Principal Officer

LAURA BENJAMIN

Phone

5407720526

Tax Period

2023-01-01 to 2023-12-31

ROANOKE VALLEY ASSOCIATION OF REALTORS INC, founded in 1921, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $227K, a strong 21% operating margin.

Mission

FOSTERING OF MUTUAL BENEFITS AMONG MEMBERS IN THE REAL ESTATE INDUSTRY, EDUCATIONAL BENEFITS TO MEMBERS AND COMMUNITY SERVICE PROJECTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $638,479

Investment Income $20,354

Other Revenue $469,954

TOTAL REVENUE $1,128,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $416,424

Fundraising Expenses $0

Other Expenses $469,490

TOTAL EXPENSES $885,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,128,787	$1,143,097	0.0%
Expenses	$885,914	$805,200	+0.1%
Net Income	$242,873	$337,897	-0.3%

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

Volunteers

175

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

$165,512

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS FELLERS	DIRECTOR	2.00	Director	$0	$0	$0
JULIE KINGERY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ASHLEY DONAHUE	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
ROB LOGAN	DIRECTOR	2.00	Director	$0	$0	$0
STAN SPIEWAK	DIRECTOR	2.00	Director	$0	$0	$0
KELLY SORIANO	DIRECTOR	2.00	Director	$0	$0	$0
TODD WAMPLER	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON HINES	DIRECTOR	2.00	Director	$0	$0	$0
JAY KILBY	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
CATHIE DANIEL	DIRECTOR	2.00	Director	$0	$0	$0
MEG DORSEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA BENJAMIN	CEO	40.00	Officer	$148,210	$17,302	$165,512
ROBERT LICHTENSTEIN	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	$1,128,787	$885,914	$3,589,966	$242,873
2022	$1,143,097	$805,200	$3,349,442	$337,897
2021	$1,141,202	$838,580	$3,070,310	$302,622
2020	$1,019,314	$786,460	$2,892,973	$232,854
2019	$1,100,168	$893,565	$2,661,997	$206,603
2018	$1,073,545	$846,717	$2,835,349	$226,828

ROANOKE VALLEY ASSOCIATION OF REALTORS INC