SIOR SE REGIONAL CONVENTION 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

2020

Legal Domicile

Principal Officer

ROBERT H NUTTALL

Phone

8433678255

Tax Period

2025-01-01 to 2025-12-31

SIOR SE REGIONAL CONVENTION INC, founded in 2020, is a small nonprofit in the Education sector that reported $313K in total revenue in fiscal year 2025. Revenue surged 101% from the prior year, signaling strong growth momentum. Expenses of $362K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE ORGANIZATION PROVIDES EDUCATION TO COMMERCIAL REAL ESTATE AGENTS TO ELEVATE THE KNOWLEDGE, PROFESSIONALISM AND ETHICS OF ITS MEMBER COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $326,032 Revenue: $70,877

PROFESSIONAL COMPETENCE & EDUCATION - ENHANCE THE COMPETENCE AND CAPABILITIES OF ITS MEMBERS AND TO OFFER EDUCATIONAL OPPORTUNITIES TO MEMBERS, PROSPECTIVE MEMBERS, THE REAL ESTATE INDUSTRY AND THE CORPORATE REAL ESTATE COMMUNITY. PROVIDE REAL ESTATE MARKET REPORTS AND PROVIDE SEMINARS, MEETINGS, AND CONVENTIONS TO EDUCATE AND ENHANCE MEMBERS

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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 $230,260

Program Service Revenue $70,877

Investment Income $11,645

Other Revenue $480

TOTAL REVENUE $313,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $326,032

Other Expenses $361,606

TOTAL EXPENSES $361,606

Year-over-Year Comparison

	2025	2024	Change
Revenue	$313,262	$156,189	+1.0%
Expenses	$361,606	$68,333	+4.3%
Net Income	$-48,344	$87,856	-1.6%

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

N/A

Employees

N/A

Volunteers

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
ROBERT NUTTALL	PRES/SEC TREAS/BOARD	0.25	Officer Director	$0	$0	$0
ROB BINION	BOARD MEMBER	0.01	Director	$0	$0	$0
PETER FENNELLY	BOARD MEMBER	0.01	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	$313,262	$361,606	$527,275	$-48,344
2024	$156,189	$68,333	$575,619	$87,856
2023	$269,661	$237,361	$487,763	$32,300
2022	$142,980	$35,154	$455,463	$107,826
2021	$529,420	$181,783	$347,637	$347,637