BLUE RIDGE ASSOCIATION OF REALTORS

EIN: 541021764

WINCHESTER, VA

Total Revenue
$495,733
Total Expenses
$447,940
Total Assets
$1,193,450
Net Assets
$900,230
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
VA
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 $496K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $448K left a modest 10% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE ADEQUATE MEMBER GROWTH, PROFESSIONALISM AND TO UNITE THOSE ENGAGED IN THE RECOGNIZED BRANCHES OF THE REAL ESTATE PROFESSION FOR THE PURPOSE OF EXERTING A BENEFICIAL INFLUENCE UPON THE PROFESSION AND RELATED INTEREST.

Program Service Accomplishments

Program 1

TO PROVIDE A FACILITY FOR EDUCATION, RESEARCH AND EXCHANGE OF INFORMATION FOR THOSE ENGAGED IN THE RECOGNIZED BRANCHES OF THE REAL ESTATE BUSINESS, INCLUDING BROKERAGE, MANAGEMENT, MORTGAGE...

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TO PROVIDE A FACILITY FOR EDUCATION, RESEARCH AND EXCHANGE OF INFORMATION FOR THOSE ENGAGED IN THE RECOGNIZED BRANCHES OF THE REAL ESTATE BUSINESS, INCLUDING BROKERAGE, MANAGEMENT, MORTGAGE FINANCING, APPRAISING, COUNSELING, LAND DEVELOPMENT AND BUILDING, AND EDUCATION AND RESERACH IN REAL ESTATE, FOR THE PURPOSE OF RAISING THE STANDARDS OF REAL ESTATE PRACTICE AND PRESERVING THE RIGHT OF PROPERTY OWNERSHIP IN THE INTEREST OF THE PUBLIC WELFARE THROUGH EDUCATION AND COMMUNITY WIDE EVENTS.

Program 2

TO HELP PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT IN THE TRANSACTION OF THE REAL ESTATE BUSINESSES BY OFFERING REAL ESTATE MANDATED CONTINUING EDUCATION FOR REAL ESTATE LICENSER, PROFESSIONAL...

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TO HELP PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT IN THE TRANSACTION OF THE REAL ESTATE BUSINESSES BY OFFERING REAL ESTATE MANDATED CONTINUING EDUCATION FOR REAL ESTATE LICENSER, PROFESSIONAL DESIGNATION, AND CODE OF ETHICS CLASSES. OUR ASSOCIATION PLANS AND EXECUTES APPROXIMATELY 32 CLASSES PER YEAR (FOUR A MONTH) WITH THE ASSISTANCE OF THE EDUCATION COMMITTEE AND OUR REAL ESTATE SCHOOL. CLASSES RANGE ANYWHERE FROM AN HOUR AND HALF TO SIX HOURS OF INSTRUCTIONAL TIME IN ONE DAY.

Program 3

HELD COMMUNITY-WIDE EVENTS TO INFORM THE PUBLIC OF THE ADVANTAGES OF TRANSACTING BUSINESS WITH REALTORS, AND TO ENCOURAGE THE USE BY MEMBERS OF THE TERM RELATOR AND THE EMBLEM SEAL. BY WORKING WITH...

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HELD COMMUNITY-WIDE EVENTS TO INFORM THE PUBLIC OF THE ADVANTAGES OF TRANSACTING BUSINESS WITH REALTORS, AND TO ENCOURAGE THE USE BY MEMBERS OF THE TERM RELATOR AND THE EMBLEM SEAL. BY WORKING WITH OUR COMMUNITY PARTNERS SUCH AS CHAMBERS OF COMMERCE, AND BUILDERS ASSOCIATION ON COMMUNITY-WIDE EVENTS SUCH AS ECONOMIC SUMMIT, STATE OF THE REGION SUMMIT, WE ADVOCATE FOR PRESERVING THE RIGHT OF PROPERTY OWNERSHIP IN THE INTEREST OF THE PUBLIC WELFARE. THE ACTIVITIES ARE PLANNED AND EXECUTED WITH THE HELP OF THE EVENTS COMMITTEE AND OUR COMMUNITY PARTNERS.

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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%)

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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
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Governance

Voting Members
11
Independent Members
11
Employees
4
Volunteers
11

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
6
$48,500
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
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
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