SALT LAKE BOARD OF REALTORS (EIN 870172850) - 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

1917

Legal Domicile

Principal Officer

ROB OCKEY

Phone

8015428840

Tax Period

2023-01-01 to 2023-12-31

SALT LAKE BOARD OF REALTORS, founded in 1917, is a community nonprofit in the Community Improvement sector that reported $6.2M in total revenue in fiscal year 2023. The organization ran a surplus of $933K, a strong 15% operating margin.

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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 $5,671,066

Program Service Revenue $18,226

Investment Income $373,329

Other Revenue $157,007

TOTAL REVENUE $6,219,628

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,971,253

Fundraising Expenses $0

Other Expenses $3,315,200

TOTAL EXPENSES $5,286,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,219,628	$6,377,277	0.0%
Expenses	$5,286,453	$5,109,068	+0.0%
Net Income	$933,175	$1,268,209	-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

150

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

$391,574

Total Directors

$23,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURTIS A BULLOCK	CEO	N/A	Officer	$367,874	$0	$367,874
ROB OCKEY	PRESIDENT	40.00	Officer Director	$23,700	$0	$23,700
MICHAEL MO ALLER	DIRECTOR	N/A	Director	$0	$0	$0
JENNI BARBER	DIRECTOR	N/A	Director	$0	$0	$0
MORELZA BORATZUK	DIRECTOR	N/A	Director	$0	$0	$0
J SCOTT COLEMERE	DIRECTOR	N/A	Director	$0	$0	$0
HANNAH CUTLER	DIRECTOR	N/A	Director	$0	$0	$0
LAURA FIDLER	DIRECTOR	N/A	Director	$0	$0	$0
AMY GIBBONS	TREASURER	N/A	Director	$0	$0	$0
JENNIFER GILCHRIST	DIRECTOR	N/A	Director	$0	$0	$0
CLAIRE LARSON	1ST VICE PRE	N/A	Officer Director	$0	$0	$0
JOHN LUCKY	DIRECTOR	N/A	Director	$0	$0	$0
JODIE OSOFSKY	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
STEVE PERRY	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
JANICE SMITH	DIRECTOR	N/A	Director	$0	$0	$0
DAWN STEVENS	2ND VICE PRE	N/A	Director	$0	$0	$0
CARLYE WEBB	DIRECTOR	N/A	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	$6,219,628	$5,286,453	$25,338,179	$933,175
2022	$6,377,277	$5,109,068	$22,795,410	$1,268,209
2021	$6,834,992	$5,035,125	$21,819,428	$1,799,867
2020	$6,331,348	$4,486,582	$18,563,178	$1,844,766

SALT LAKE BOARD OF REALTORS