Sun Valley Board of Realtors Inc

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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

MATT GELSO

Phone

2087267764

Tax Period

2025-01-01 to 2025-12-31

Sun Valley Board of Realtors Inc, founded in 1976, is a small nonprofit in the Community Improvement sector that reported $693K in total revenue in fiscal year 2025. Expenses of $659K left a modest 5% surplus.

Mission

SUN VALLEY BOARD OF REALTORS ADVOCATES FOR MEMBERS, PROVIDES EDUCATION, PROMOTES ETHICS, AND PROTECTS REAL PROPERTY OWNERSHIP.

Program Service Accomplishments

Program 1

Sun Valley Board of Realtors advocates for members, provides education, promotes ethics, and protects real property ownership.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $674,112

Investment Income $17,480

Other Revenue $0

TOTAL REVENUE $692,592

Expense Breakdown

Grants Paid $88,750

Salaries & Benefits $232,405

Fundraising Expenses $0

Other Expenses $337,899

TOTAL EXPENSES $659,054

Year-over-Year Comparison

	2025	2024	Change
Revenue	$692,592	$672,149	+0.0%
Expenses	$659,054	$620,676	+0.1%
Net Income	$33,538	$51,473	-0.3%

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

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

$83,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCISCO HERRERA	CHIEF EXECUTIVE OFFICER	40.0	Officer	$83,000	$0	$83,000
Dawn Sabo	Treasurer	1.0	Officer Director	$0	$0	$0
Lucas McCann	PRESIDENT ELECT	1.0	Director	$0	$0	$0
Julie Cord	PAST PRESIDENT	1.0	Director	$0	$0	$0
Daren Pennell	DIRECTOR	1.0	Director	$0	$0	$0
Sandra Caulkins	DIRECTOR	1.0	Director	$0	$0	$0
KRISTIN KOZLOWSKI	DIRECTOR	1.0	Director	$0	$0	$0
ANDREA BROWN	DIRECTOR	1.0	Director	$0	$0	$0
PHIL DOERFLEIN	DIRECTOR	1.0	Director	$0	$0	$0
COREY GRAHAM	DIRECTOR	1.0	Director	$0	$0	$0
LOGAN FREDERICKSON	DIRECTOR	1.0	Director	$0	$0	$0
Stephanie Reed	President (FORMER)	1.0	Officer	$0	$0	$0
Matthew Gelso	PRESIDENT	1.0	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
2025	$692,592	$659,054	$1,264,822	$33,538
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