SOCIETY OF INDUSTRIAL & OFFICE REAL -LA MS AL AND NW FL CHAPTER INC (EIN 720689485) - 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

2012

Legal Domicile

Principal Officer

DEBORAH MCGILL SMITH

Phone

3379625522

Tax Period

2023-01-01 to 2023-12-31

SOCIETY OF INDUSTRIAL & OFFICE REAL -LA MS AL AND NW FL CHAPTER INC, founded in 2012, is a micro nonprofit in the Mutual Benefit sector that reported $80K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 29% operating margin.

Mission

TO PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY

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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 $77,250

Program Service Revenue $0

Investment Income $2,833

Other Revenue $0

TOTAL REVENUE $80,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $685

Other Expenses $56,717

TOTAL EXPENSES $56,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,083	$59,518	+0.3%
Expenses	$56,717	$59,113	0.0%
Net Income	$23,366	$405	+56.7%

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

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
ROB CARPENTER	CHAPTER SEC/	N/A	Officer Director	$0	$0	$0
PETE RIEHM	CHAPTER VICE	N/A	Officer Director	$0	$0	$0
DEBORAH MCGILL SMITH	CHAPTER PRES	N/A	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$80,083	$56,717	$206,330	$23,366
2022	$59,518	$59,113	$187,180	$405
2021	$60,759	$31,794	$186,775	$28,965
2020	$47,519	$43,624	$147,677	$3,895
2019	$51,796	$45,747	$133,498	$6,049
2018	$54,018	$55,084	$116,207	$-1,066

SOCIETY OF INDUSTRIAL & OFFICE REAL -LA MS AL AND NW FL CHAPTER INC