BLUE RIDGE ASSOCIATION OF REALTORS (EIN 541021764) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

LAURI SISNEY

Phone

5406672606

Tax Period

2023-01-01 to 2023-12-31

BLUE RIDGE ASSOCIATION OF REALTORS, founded in 1971, is a small nonprofit that reported $391K in total revenue in fiscal year 2020. Expenses of $350K left a modest 10% surplus.

Mission

THE BLUE RIDGE ASSOCIATION OF REALTORS WILL ADVOCATE FOR PROPERTY RIGHTS AND BE THE VOICE OF REAL ESTATE FOR THE MEMBER AND CONSUMER.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $376,452

Investment Income $67,341

Other Revenue $51,940

TOTAL REVENUE $495,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,236

Fundraising Expenses $0

Other Expenses $251,704

TOTAL EXPENSES $447,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$495,733	$594,246	-0.2%
Expenses	$447,940	$395,581	+0.1%
Net Income	$47,793	$198,665	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$48,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN PACHAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICK GUTHRIE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
TRACI SHOBERG	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF BOPPE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
AMANDA WHITSON	TREASURER	0.50	Officer Director	$0	$0	$0
BRENDAN MURPHY	DIRECTOR	0.50	Director	$0	$0	$0
DONNA MCINTURFF	DIRECTOR	0.50	Director	$0	$0	$0
JEANNE MEZZATESTA	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS ROSZCO	DIRECTOR	0.50	Director	$0	$0	$0
KIRA GRUBB	DIRECTOR	0.50	Director	$0	$0	$0
TIFFANY HUNTER	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT WIGTON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$48,500	$0	$48,500

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	$495,733	$447,940	$1,193,450	$47,793
2022	$594,246	$395,581	$1,133,057	$198,665
2021	$358,484	$362,893	$969,140	$-4,409
2020	$390,663	$350,211	$946,210	$40,452

BLUE RIDGE ASSOCIATION OF REALTORS