Sun Valley Board of Realtors Inc

EIN: 820386250 Community Improvement

Ketchum, ID

Total Revenue
$824,496
Total Expenses
$667,193
Total Assets
$1,078,300
Net Assets
$1,068,788
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
ID
Phone
2087267764
Tax Period
2023-01-01 to 2023-12-31

Sun Valley Board of Realtors Inc, founded in 1976, is a small nonprofit in the Community Improvement sector that reported $824K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $157K, a strong 19% operating margin.

Mission

Community Involvement - Enhance the image of all industry participants by engaging in the community as a whole including sharing statistics to the public and to municipalities within our jurisdiction, assist in public events that enhance the REALTOR brand for all members, and engage in the public process with comment based on the best interest of our members and their clients. Education/Professional Development - Enhance education among all members to further their knowledge and business capabilities along with ensuring knowledge and understanding of laws pertaining to their industry.Lockbox Services - To safeguard the sellers of properties with a secure way for all agents to access listed property and keep out unwanted and unlicensed individuals. Multiple Listing Service - Improve and maintain fair business conditions through cooperation and information sharing. Professional Standards Administration - To protect the organization members by providing services to arbitrate, mediate and

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $813,403
Investment Income $11,093
Other Revenue $0
TOTAL REVENUE $824,496

Expense Breakdown

Grants Paid $63,889
Salaries & Benefits $262,828
Fundraising Expenses $0
Other Expenses $340,476
TOTAL EXPENSES $667,193

Year-over-Year Comparison

2023 2022 Change
Revenue $824,496 $737,861 +0.1%
Expenses $667,193 $635,381 +0.1%
Net Income $157,303 $102,480 +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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
N/A
Employees
2
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
0
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stephanie Reed Director 0.00
Director
$0 $0 $0
Sandra Caulkins Director 0.00
Director
$0 $0 $0
Matthew Gelso Director 0.00
Director
$0 $0 $0
Rachel Wolfe Director 0.00
Director
$0 $0 $0
Julie Cord Director 0.00
Director
$0 $0 $0
Jeannie Kiel Director 0.00
Director
$0 $0 $0
Debra Hall Director 0.00
Director
$0 $0 $0
Lisa Brait Treasurer 0.00
Director
$0 $0 $0
Pam Rheinschild Director 0.00
Director
$0 $0 $0
Danny Sundali Director 0.00
Director
$0 $0 $0
Monica Hebert President 0.00
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 $824,496 $667,193 $1,078,300 $157,303
2022 $737,861 $635,381 $1,009,266 $102,480
2021 $806,199 $608,956 $918,947 $197,243
2020 $671,583 $537,973 $746,892 $133,610
2019 $541,399 $573,716 $603,214 $-32,317
2018 $526,418 $579,971 $613,927 $-53,553
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