WESTERN UPSTATE ASSOCIATION OF REALTORS (EIN 570660872) - 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

1977

Legal Domicile

Principal Officer

JOSH GRANT

Phone

8642247941

Tax Period

2023-11-01 to 2024-10-31

WESTERN UPSTATE ASSOCIATION OF REALTORS, founded in 1977, is a small nonprofit that reported $428K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $396K left a modest 8% surplus.

Mission

TO PROVIDE EDUCATION AND OTHER ACTIVITIES FOR ANDERSON-AREA REALTORS

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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 $304,278

Program Service Revenue $107,871

Investment Income $9,250

Other Revenue $6,444

TOTAL REVENUE $427,843

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $158,500

Fundraising Expenses $0

Program Expenses $300,264

Other Expenses $230,106

TOTAL EXPENSES $395,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,843	$389,218	+0.1%
Expenses	$395,606	$277,765	+0.4%
Net Income	$32,237	$111,453	-0.7%

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

200

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

$298,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID PHILLIP	CHAIRMAN	40.00	Director	$0	$0	$0
SHANE CLARDY	BOARD MEMBER	1.50	Director	$0	$0	$0
SUZETTE CHRISTOPHER	BOARD MEMBER	1.50	Director	$0	$0	$0
BOB FEDDER	BOARD MEMBER	1.50	Director	$0	$0	$0
RICK STROUD	BOARD MEMBER	1.50	Director	$0	$0	$0
CLAY VASSEY	BOARD MEMBER	1.50	Director	$0	$0	$0
GIA TOWNSLEY	BOARD MEMBER	1.50	Director	$0	$0	$0
PEGGY HILL	PRESIDENT & CEO	40.00	Officer	$152,000	$0	$298,404

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	$427,843	$395,606	$2,192,469	$32,237
2023	$389,218	$277,765	$2,009,942	$111,453
2022	$392,711	$290,738	$1,885,723	$101,973
2021	$358,297	$209,475	$1,838,231	$148,822
2020	$290,447	$203,835	$1,681,291	$86,612
2019	$255,303	$201,938	$1,399,631	$53,365
2018	$242,675	$224,640	$1,377,158	$18,035

WESTERN UPSTATE ASSOCIATION OF REALTORS