CAROLINAS CHAPTER OF SIOR LTD

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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

1981

Legal Domicile

Principal Officer

ROBERT H NUTTALL

Phone

8437471200

Tax Period

2025-01-01 to 2025-12-31

CAROLINAS CHAPTER OF SIOR LTD, founded in 1981, is a small nonprofit that reported $352K in total revenue in fiscal year 2025. The organization ran a surplus of $157K, a strong 45% operating margin.

Mission

PROMOTE THE IMAGE AND REPUTATION OF THE SOCIETY AND ITS SIOR DESIGNEE MEMBERS BY GIVING ASSISTANCE AND GUIDANCE TO CANDIDATES SEEKING TO BECOME DESIGNEES, PROVIDING OPPORTUNITES FOR PARTICIPATION BY MEMBERS IN AN ONGOING PROGRAM OR REAL ESTATE EDUCATION BY SUPPORTING THE EDUCATION PROGRAM OF THE INSTITUTE, CONDUCTING APPROVED REAL ESTATE COURSES AND SEMINARS FOR THE CHAPTER, AND BY ASSISTING THE SOCIETY IN ACHIEVING THEIR PURPOSE AND OBJECTIVES, INCLUDING THOSE RELATED TO MARKET FEEDBACK, COURSE PROMOTION, PUBLIC RELATION, MEMBERSHIP RECRUITMENT AND RETENTION, ALSO IN PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION AND BUSINESS DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $182,589 Revenue: $15,415

PROFESSIONAL COMPETENCE & EDUCATION - ENHANCE THE COMPETENCE AND CAPABILITIES OF ITS MEMBERS AND TO OFFER EDUCATIONAL OPPORTUNITIES TO MEMBERS, PROSPECTIVE MEMBERS, THE REAL ESTATE INDUSTRY AND THE CORPORATE REAL ESTATE COMMUNITY. PROVIDE REAL ESTATE MARKET REPORTS AND PROVIDE SEMINARS, MEETINGS, AND CONVENTIONS TO EDUCATE AND ENHANCE MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $306,961

Program Service Revenue $15,415

Investment Income $29,549

Other Revenue $0

TOTAL REVENUE $351,925

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,589

Other Expenses $158,243

TOTAL EXPENSES $195,243

Year-over-Year Comparison

	2025	2024	Change
Revenue	$351,925	$350,541	+0.0%
Expenses	$195,243	$223,146	-0.1%
Net Income	$156,682	$127,395	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN WALKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID SIGMON	SECRETARY	1.00	Officer Director	$0	$0	$0
RYAN WELCH	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
STREET JONES	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF HEIN	PROGRAMS CHAIR	1.00	Director	$0	$0	$0
ED WILSON	PROGRAMS CHAIR	1.00	Director	$0	$0	$0
KEITH JONES	MEMBERSHIP/RETENTION CHAIR	1.00	Director	$0	$0	$0
SIMONS JOHNSON	MEMBERSHIP/RETENTION CHAIR	1.00	Director	$0	$0	$0
DILLON SWAYNGIM	ADMISSIONS CO-CHIR	1.00	Director	$0	$0	$0
SCOTT WILSON	TECHNOLOGY/PR CHAIR	1.00	Director	$0	$0	$0
BLAINE HART	SPONSORSHIP CHAIR	1.00	Director	$0	$0	$0
THOMAS HIPP	SPONSORSHIP CHAIR	1.00	Director	$0	$0	$0
GRAYSON BURGESS	FORECAST CHAIR	1.00	Director	$0	$0	$0
DAVID HAGAN	STUDENT SUPPORT CHAIR	1.00	Director	$0	$0	$0
CAMPBELL LEWIS	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
KACIE JACKSON	YOUNG PROFESSIONALS/GFI CHAIR	1.00	Director	$0	$0	$0
ROBBIE PERKINS	GRANT CHAIR	1.00	Director	$0	$0	$0
ROBERT H NUTTALL	FINANCE MANAGER	5.00	Officer Director	$0	$0	$0
MARLENE SPRITZER	ADMISSIONS CHAIR	1.00	Director	$0	$0	$0
BRAXTON ANTHONY	STUDENT SUPPORT CHAIR	1.00	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
2025	$351,925	$195,243	$1,095,814	$156,682
2024	$350,541	$223,146	$919,012	$127,395
2023	$242,068	$116,421	$780,101	$125,647
2022	$339,701	$187,723	$641,559	$151,978
2021	$300,139	$616,230	$484,851	$-316,091
2020	$343,462	$181,341	$753,460	$162,121
2019	$485,834	$412,828	$591,339	$73,006
2018	$237,745	$166,110	$518,333	$71,635
2018	$237,745	$166,110	$518,333	$71,635