UPSTATE CAROLINA REAL ESTATE INVESTORS ASSOCIATION (EIN 542107695) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2003

Legal Domicile

Principal Officer

BRANDON SMITH

Phone

8643228995

Tax Period

2023-01-01 to 2023-12-31

UPSTATE CAROLINA REAL ESTATE INVESTORS ASSOCIATION, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $158K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $44K, a strong 28% operating margin.

Mission

EDUCATION IN REAL ESTATE FOR MEMBERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $156,637

Program Service Revenue $0

Investment Income $1,461

Other Revenue $0

TOTAL REVENUE $158,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $113,935

TOTAL EXPENSES $113,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,098	$235,126	-0.3%
Expenses	$113,935	$121,245	-0.1%
Net Income	$44,163	$113,881	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORM REID	PRESIDENT	5.00	Officer	$0	$0	$0
BILL CLARK	VP	5.00	Officer	$0	$0	$0
KARLA KUHN	EDUCATION COORDINATOR	10.00	Officer	$0	$0	$0
KATHY MALCOM	MEMBERSHIPS	20.00	Officer	$0	$0	$0
BRANDON SMITH	TREASURER	5.00	Officer	$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	$158,098	$113,935	$321,823	$44,163
2022	$235,126	$121,245	$357,356	$113,881
2021	$114,418	$89,253	$309,311	$25,165
2020	$130,801	$102,721	$276,987	$28,080
2019	$200,831	$152,349	$253,287	$48,482
2018	$202,361	$177,587	$208,446	$24,774

UPSTATE CAROLINA REAL ESTATE INVESTORS ASSOCIATION