HILTON HEAD AREA REALTORS

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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

JEAN BECK

Phone

8438422421

Tax Period

2024-01-01 to 2024-12-31

HILTON HEAD AREA REALTORS, founded in 1977, is a small nonprofit that reported $714K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $108K, a strong 15% operating margin.

Mission

AS THE REGION'S TRUSTED VOICE OF REAL ESTATE, THE HILTON HEAD AREA REALTORS SUPPORTS AND EDUCATES ITS MEMBERS TO ENHANCE THEIR PROFESSIONALISM AND SUCCESS WHILE PROVIDING THE HIGHEST LEVEL OF ETHICAL SERVICE TO THE PUBLIC AND THE CONSUMERS THEY SERVE.

Program Service Accomplishments

Program 1

PROVIDE AND IMPLEMENT EDUCATIONAL FORUMS

Program 2

ENCOURAGE AND STIMULATE MEMBERS DUE DILIGENCE TO ACHIEVE UNITY

Program 3

MAINTAIN, ENCOURAGE, AND ENHANCE CURRENT PROFESSIONALISM OF INDUSTRY

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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 $663,720

Investment Income $21,676

Other Revenue $28,500

TOTAL REVENUE $713,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $328,678

Fundraising Expenses $0

Other Expenses $277,604

TOTAL EXPENSES $606,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$713,896	$656,079	+0.1%
Expenses	$606,282	$647,326	-0.1%
Net Income	$107,614	$8,753	+11.3%

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

Employees

Volunteers

100

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

$110,561

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE MICHEL	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
ALLYSON ETHERIDGE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY SCHRODER	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
LISA NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
JULIA JANNING	PRESIDENT	4.00	Officer Director	$0	$0	$0
DANIELLA STONEFIELD	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM TRUE	DIRECTOR	1.00	Director	$0	$0	$0
JO ANNE RIZZA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WEDGEWORTH	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE FLATHMANN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY HUNT	DIRECTOR	1.00	Director	$0	$0	$0
ERIC KUHN	DIRECTOR	1.00	Director	$0	$0	$0
LISA SISKO	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
LISA MEDFORD	TREASURER	4.00	Officer Director	$0	$0	$0
JEAN M BECK	CEO	37.50	Officer	$103,846	$6,715	$110,561

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	No data	No data	No data	No data
2024	$713,896	$606,282	$1,680,503	$107,614
2023	$656,079	$647,326	$1,569,154	$8,753
2022	$642,301	$531,457	$1,516,241	$110,844
2021	$575,015	$469,497	$1,380,830	$105,518
2020	$561,235	$461,772	$1,252,151	$99,463
2018	$627,225	$546,882	$1,093,722	$80,343