WHEELING BOARD OF REALTORS INC (EIN 556022496) - 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

1926

Legal Domicile

Principal Officer

PATRICK LUCEY

Phone

3042380151

Tax Period

2024-01-01 to 2024-12-31

WHEELING BOARD OF REALTORS INC, founded in 1926, is a small nonprofit that reported $317K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $274K left a modest 14% surplus.

Mission

THE MISSION OF THE WHEELING BOARD OF REALTORS IS TO STRIVE TO SERVE MEMBERSHIP THROUGH BENEFITS, SUPPORT, EDUCATION AND REPRESENTATION; TO BE RESPONSIVE TO MEMBER NEEDS; TO ENCOURAGE PARTICIPATION AND COOPERATION; TO PROMOTE PROFESSIONALISM AND TO PROMOTE COMMUNITY SERVICE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $297,843

Program Service Revenue $0

Investment Income $409

Other Revenue $18,588

TOTAL REVENUE $316,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,948

Fundraising Expenses $0

Program Expenses $273,796

Other Expenses $202,848

TOTAL EXPENSES $273,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$316,840	$283,032	+0.1%
Expenses	$273,796	$266,040	+0.0%
Net Income	$43,044	$16,992	+1.5%

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

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

$45,330

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI CAMSKY	EXECUTIVE DIRECTOR	35.00	Officer	$45,330	$0	$45,330
JENNY KITTLE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY KENT	DIRECTOR	2.00	Director	$0	$0	$0
DEA KENNEN	STATE DIRECTOR	2.00	Director	$0	$0	$0
PAUL ASHMORE	STATE DIRECTOR	2.00	Director	$0	$0	$0
BRIAN FELDMEIER	DIRECTOR	2.00	Director	$0	$0	$0
CHYANNE BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
BRENT ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
JAYLA ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
KAREN ULLOM	DIRECTOR	2.00	Director	$0	$0	$0
KARRI PORTER	DIRECTOR	2.00	Director	$0	$0	$0
TERI CUNNINGHAM	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK LUCEY	SECRETARY	2.00	Officer Director	$0	$0	$0
DENISE PAVLIK	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHELLEY CRAKE	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
TRAVIS BROADWATER	PAST PRESIDENT	2.00	Officer 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	$316,840	$273,796	$243,312	$43,044
2023	$283,032	$266,040	$200,268	$16,992
2022	$291,713	$269,643	$183,276	$22,070
2021	$252,828	$227,216	$161,206	$25,612
2020	$221,686	$218,025	$135,594	$3,661
2019	$224,680	$217,292	$131,933	$7,388
2018	$249,066	$223,593	$124,545	$25,473

WHEELING BOARD OF REALTORS INC