BEAUFORT-JASPER COUNTY REALTORS INC (EIN 570468724) - 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

2002

Legal Domicile

Principal Officer

BOB BUNDY

Phone

8435256435

Tax Period

2023-01-01 to 2023-12-31

BEAUFORT-JASPER COUNTY REALTORS INC, founded in 2002, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $58K, a strong 25% operating margin.

Mission

TO ADVANCE AND ENCOURAGE PROFITABILITY FOR OUR MEMBERS, PROMOTE AND PROTECT HOME OWNERSHIP, PROPERTY RIGHTS AND THE REALTOR(c) BRAND THROUGH THE HIGHEST STANDARDS OF INTEGRITY AND PROFESSIONALISM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $175,247

Investment Income $481

Other Revenue $52,699

TOTAL REVENUE $228,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,849

Other Expenses $170,637

TOTAL EXPENSES $170,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,427	$242,630	-0.1%
Expenses	$170,637	$155,982	+0.1%
Net Income	$57,790	$86,648	-0.3%

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

N/A

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
BOB BUNDY	President	2.00	Officer Director	$0	$0	$0
MISSY MASSALON	Vice President	2.00	Officer Director	$0	$0	$0
DAVID POLK	Treasurer	2.00	Director	$0	$0	$0
LAURA BLENCOE	Secretary	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	No data	No data	No data	No data
2023	$228,427	$170,637	$1,606,292	$57,790
2022	$242,630	$155,982	$1,547,124	$86,648
2021	$209,223	$129,815	$1,451,926	$79,408
2020	$210,625	$121,130	$1,380,344	$89,495
2019	$189,692	$171,043	$1,293,340	$18,649

BEAUFORT-JASPER COUNTY REALTORS INC