SUMTER BOARD OF REALTORS INC (EIN 570700592) - 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

1976

Legal Domicile

Principal Officer

SHELBY HARDEE

Phone

8037739162

Tax Period

2024-01-01 to 2024-12-31

SUMTER BOARD OF REALTORS INC, founded in 1976, is a small nonprofit that reported $627K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $117K, a strong 19% operating margin.

Mission

PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT IN REAL ESTATE PROFESSION

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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 $0

Program Service Revenue $599,212

Investment Income $28,167

Other Revenue $0

TOTAL REVENUE $627,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $191,290

Fundraising Expenses $0

Other Expenses $318,866

TOTAL EXPENSES $510,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$627,379	$740,460	-0.2%
Expenses	$510,156	$491,210	+0.0%
Net Income	$117,223	$249,250	-0.5%

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

$78,781

Total Directors

$78,781

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARLENE HEBERT	EXECUTIVE DI	40.00	Officer Director	$78,781	$0	$78,781
JAY DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
SHELBY HARDEE	ASSOC. EXECU	N/A	Officer Director	$0	$0	$0
KIM HUBER-FARMER	DIRECTOR	N/A	Director	$0	$0	$0
LEIGH MCELVEEN	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS PARISH	DIRECTOR	N/A	Director	$0	$0	$0
KRISTIE ANDERSON	VICE PRESIDE	N/A	Officer	$0	$0	$0
ROSIE ELLIOTT	PRESIDENT	N/A	Officer	$0	$0	$0
JENNIFER HANNIBAL-FELDER	SECRETARY	N/A	Officer	$0	$0	$0
JULIE RICKENBAKER	TREASURER	N/A	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	$627,379	$510,156	$1,273,104	$117,223
2023	$740,460	$491,210	$1,148,500	$249,250
2022	$588,080	$507,600	$903,192	$80,480
2021	$589,667	$424,349	$821,224	$165,318
2020	$550,120	$434,604	$657,198	$115,516
2019	$486,460	$474,153	$540,172	$12,307
2018	$452,098	$400,485	$526,704	$51,613

SUMTER BOARD OF REALTORS INC